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. On today’s special podcast we preview this week’s Surface Navy Association National Symposium with SNA Executive Director Chris Bushnell.
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street’s strong start to 2026 although President Trump’s executive order on dividends, share buybacks and executive compensation hit defense stocks before they rebounded on the president’s announcement that US defense spending would increase 50 percent to $1.5 trillion; Lockheed Martin’s tentative agreement with the Pentagon to invest billions to dramatically ramp Patriot missile production as Trump criticizes RTX for not reportedly making a similar deal; Britain and France commit to supporting Ukraine with troops to enforce a ceasefire as Russia fires a conventional version of its nuclear-capable Oreshnik missile into Western Ukraine; implications of US rhetoric to use force to take Greenland from Denmark in the wake of the US operation in Venezuela despite Secretary of State Marco Rubio telling US lawmakers that America wants to buy the world’s largest island from Copenhagen; Washington approved the sake of P-8 anti-submarine aircraft to Denmark as France makes good on its pledge to replace aging American radar planes with new Swedish ones, Austria turns to Italy for new trainers, and Israel expands its F-15 fleet with new EX jets from Boeing; Alaska Airlines orders 110 Boeing 737 Max jetliners including Max 10 jets — the largest model of the popular aircraft — that were just cleared by the Federal Aviation Administration to move into the second phase of certification; US operations in Venezuela and seizing the country’s sanctioned shadow tanker fleet illustrates the continuing utility of manned military rotorcraft; and takeaways from Bank of America’s annual defense and aerospace conference.
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…Palantir Technologies have long been known for providing analytics and data integration, but the company has made a major push to support the US Navy and defense establishment. In conjunction with the Surface Navy Association’s 2026 Annual Symposium, we focus today on the technology company. Former Congressman Mike Gallagher, head of defense at Palantir, and Matt Babin, head of shipbuilding and naval programs will join us.
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former DoD Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss President Trump’s proposal to boost defense spending by 50 percent to $1.5 trillion as he demands Pentagon contractors struggling to deliver on weapon programs stop share buybacks and dividends; how the administration’s operation to to apprehend Nicholas Maduro, demand to benefit from Venezuela’s oil and mineral riches and “right” to take Greenland from Denmark will impact US power worldwide; whether NATO matters enough to deter Washington from moving on Greenland as the administration withdraws the United States from 68 UN and international bodies; outlook for Ukraine war Kyiv suggests Moscow has fired a nuclear-capable missile to shape peace talks as a Russian ship reportedly carrying nuclear reactors to North Korea’s submarines sinks off the Spanish coast; whether growing demonstrations over the past weeks will end theocratic leadership in Tehran; tensions between Saudi Arabia and the UAE over Yemen; and Israel steps up efforts to seized land from Palestinians in the West Bank.
Lieutenant General (ret.) Dave Deptula, Dean of the Mitchell Institute, joins us with the latest on Venezuela, airpower in the National Security Strategy, and a season of change in the U.S. Air Force. And Bank of America’s Dr. Rocket Ron Epstein on the new executive orders limiting defense corporate buybacks and dividends. Plus this week’s headlines in airpower. All powered by GE!
On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference Jan 27-28, 2026, in Washington, sponsored by Clarion Defence, Bryon Kroger, a former US Air Force intelligence officer and targeteer who is the founder and CEO of the innovative software firm Rise8, joins Defense & Aerospace Report Editor Vago Muradian to discuss why the Pentagon’s software development approach is broken at a time when software will be increasingly critical to capabilities and how to reengineer the system to deliver better capabilities at scale and speed. To learn more about the Apex conference, sponsorship and attendance opportunities please visit apexdefense.org
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer, the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, join Defense & Aerospace Report Editor Vago Muradian to discuss the latest on the Ukraine war as the conflict prepares to enter its fifth year; the frontline as both sides are increasingly exhausted by the conflict; update on peace talks and prospects for ending the war; the increasing use autonomous systems driven by artificial intelligence; whether lessons from the war are being lost as innovation cycles accelerate; Vladimir Putin’s drive to bolster Russia’s economy in 2026 as Volodymyr Zelenskyy taps his intelligence chief Lt. Gen. Kyrylo Budanov to replace Andrei Yermak as his chief of staff; whether the war still matters to Washington; and how Vladimir Putin will interpret the Trump administration’s decision to apprehend Nicolas Maduro and claim rights to Venezuela’s energy resources as well as rhetoric that America has a right to seize Greenland from Denmark.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the latest headlines and looks at the week ahead.
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss the a strong 2025 on Wall Street and what it means for the coming year; the implications of the Trump administration’s ouster of Venezuelan strongman Nicholas Maduro; stalled talks to end the Ukraine war as the conflict rages on; commercial aircraft production as Boeing delivered 493 jets and Airbus delivered 793; a look ahead to the big defense and airspace stories of 2026; and what to expect at Bank of America’s annual defense and aerospace conference this year in New York.
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…we have a special edition of the podcast this week, welcoming back our friends Xavier Vavasseur and Richard Scott. We’ll hear about a number of international naval programs and developments and focus on frigates – a major topic in the US Navy over the past several years, but there are numerous frigate programs underway around the world that are moving forward.