PODCASTS

Monday Business Report
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On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street’s new highs on stronger than expected bank and financial earnings; Boeing pre-reports third quarter earnings including a $3 billion charge, 17,000 layoffs, the end of 767 freighter production, and delayed 777X deliveries as the company accuses the International Association of Machinists of negotiating in bad faith, a charge the union makes about the jetmaker; Airbus blames CFM and Spirit AeroSystems for its woes; France announces the new F5 version of the Dassault Aviation’s Rafale and the a combat unmanned vehicle; the Justice Department accuses Saab of corruption in Brazil; and what to expect at the Association of the United States Army’s annual conference and tradeshow as well as The Aerospace Event.

CAVASShips Weekly Podcast
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Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week…the recent sinking of a Chinese nuclear-powered submarine while under construction is one of several recent Chinese naval developments. Naval analyst and veteran submarine Thom Shugart is back with us to dive into multiple submarines, aircraft carriers and a growing and ever-more-menacing Chinese Coast Guard.

PODCASTS
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On this week’s Defense & Aerospace Report Washington Roundtable, sponsored in part by Hanwha Defense USA, Dr. Patrick Cronin of the Hudson Institute think tank, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim of the Venter for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss President Biden’s call for Congress to approve emergency aid in the wake of two devastating and deadly hurricanes; electoral impact of historic amounts of disinformation that have hampered rescue and recovery efforts; update on Russia’s war on Ukraine as as Moscow makes incremental progress as Russian casualties top 600,000; Ukraine’s efforts to stockpile ammunition and protect itself from US election outcome next month; Laos hosts ASEAN; Beijing overreacts despite a measured address by Lai Ching-te on Taiwan’s National Day . . .. . . Vice President Harris names Iran as a leading threat; Israel Prime Minister Bibi Netanyahu calls on Lebanon to rid itself of Hezbollah as Israel continues operations in Lebanon, Gaza and the West Bank, as Jerusalem considers retaliation against Iran’s recent missile attack that’s expected to target the country’s oil infrastructure.

Air Power
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As the People’s Republic of China celebrates 75 years as a nation, its military capability and territorial ambitions continue to expand. Dr. Brendan Mulvaney, Director of the China Aerospace Studies Institute at National Defense University, updates us on what that means for their challenge to US air capabilities. And we have a bumper crop of airpower headlines, including about the SR-71. All powered by GE!

PODCASTS
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On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dr. Jerry McGinn, the director of the Baroni Center for Government Contracting at George Mason University, joins Defense & Aerospace Report Editor Vago Muradian to discuss his new report — “Before the Balloon Goes Up: Mobilizing the Defense Industrial Base now to Prepare for Future Conflict” — why he believes the United States isn’t prepared for prolonged future conflicts; industrial lessons from World War II, MRAP vehicles, Covid-19, and the Ukraine war; the importance of senior leadership in driving change; why 2024 is different than 1938; what America has to do to step up its production capacity; how to harness commercial industry for the challenge ahead; role of allies and partners; and an update on the Biden administration’s first ever National Defense Industrial Strategy.

Land Warfare
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On this Land Warfare episode, sponsored by American Rheinmetall, Gen. Randy George, the US Army’s 41st chief of staff, joins Defense & Aerospace Report Editor Vago Muradian to discuss the biggest lessons from Russia’s war on Ukraine; the problems that Russia, China and other adversaries are posing that must be solved; whether different armies are needed to fight in Europe and Asia, and what’s common between them; preparing the force intellectually, operationally, doctrinally and culturally for the highly kinetic nature of a possible future fight; how to move faster to field needed capabilities at scale; modernizing on a flat budget; his “Transforming in Contact” initiative and how much of the Army has to change to transform the force; the changing nature of advantage and building a culture that can adapt rapidly to maintain advantage despite changing threats; what the Army needs from industry; tradeoffs that can be made among the military services to better coordinate roles, missions and capabilities; recruiting and training the right personnel; and a look ahead to the Association of the United States Army’s annual conference and tradeshow Oct. 14-16, 2024.

DEFAERO REPORT Daily Podcast
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On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Ukraine’s withdrawal from Vuledhar and the implications of the latest Russian advance in Donbas, the latest on the war including the capture of one of Russia’s few Okhotnik combat drones, how weather will change the fight, topics for discussion at the Association of the United States Army’s conference and tradeshow next week, and lessons from analytical failures associated with the Russo-Ukrainian war; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense implications of the conflict between Israel and Iran one the first anniversary of Hamas’ deadly attack on Israel that precipitated a broader regional war, defense and industrials scenarios to consider as US elections approach, Army issues to consider at AUSA, the impact of deadly hurricanes on public perceptions of defense spending, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

PODCASTS
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The Fed lending rate reduction was nice, but is it enough pressure on investors to empty their money market accounts and invest in space companies, even if it’s answering a defense-related demand signal? Laura Winter speaks with The DownLink regulars, Chris Quilty, Founder of Quilty Space; and George Pullen, Chief Economist at Milky Way Economy.

Monday Business Report
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On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian Wall Street ends on a high on stronger than expected US jobs growth, French Prime Minister Emmanuel Macron tells US financiers how grave the country’s financial situation is, Xi Jinping announces a major government stimulus plan as the People’s Republic of China celebrates its 75th anniversary, Boeing’s strike continues as the company’s management considers the scope of an equity raise and questions arise about the valuation of the planned acquisition of Spirit AeroSystems, and as Iran strikes Israel with history’s largest ballistic missile attack, some thoughts on the economics of air and missile defense.

CAVASShips Weekly Podcast
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Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week…the commercial ship repair business is a major key to keeping the US Navy’s ships in fighting trim but – like just about everything — it is rife with problems and issues. Paul Smith, head of ship repair at one of the Navy’s largest commercial repair yards, BAE Systems, is back with us to key in on the difficulties and issues surrounding the repair of US Navy ships.

Please send us feedback by DM’ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

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