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PODCASTS
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DEFAERO Strategy Series [Jan 07, 25] Sam Bendett & Eugene Rumer on Russia, Ukraine On-going Conflict

On today’s Strategy Series program, sponsored by General Atomic 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 Ukraine’s latest offensive as Kyiv and Moscow jockey for position as the second Trump administration prepares to take office, whether Ukrainian forces can hold off Russian attacks, Ukrainian President Volodymyr Zelenskyy’s efforts to curry favor with Trump as he increasingly denigrates the President Biden as Kyiv and its allies work determine the incoming administration’s approach to the Ukraine war and Russia, the latest technological developments and more.

DEFAERO REPORT Daily Podcast
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DEFAERO Daily Pod [Jan 06, 25] Byron Callan’s Week Ahead

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 newsflow during the holidays, prospect that nations forced to spend more on defense by Donald Trump will spend the increase at home rather than on US weapons, whether the world is a more dangerous place, the notion that we are in a defense spending “super cycle,” US defense spending outlook and prospect for reapportionment of resources among the military services, the Financial Times report that Anduril, Palantir, SpaceX and other defense tech firms are considering forming a consortium to better compete for DoD business, ensuring fairness in competitions between heritage and new defense firms, the big issues of 2025, and a look at the week ahead.

Monday Business Report
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Defense & Aerospace Report Podcast [Jan 05, ’25 Business Report]

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 defense and aerospace stock performance and newsflow during the holidays, President-elect Trump’s call for NATO governments to increase defense spending to 5 percent of GDP, Airbus delivers 765 jets to customers in 2024 as Boeing delivers 341 planes that was down from 513 in 2023, Financial Times’ report that Palantir, Anduril, SpaceX, and several other defense tech companies were planning a “consortium” to bid for DoD contracts, the Pentagon’s Lot 18 contract for another 145 F-35 Lighting II fighters valued at nearly $12 billion, Italy orders 24 more Eurofighter Typhoon jets to replace earlier model aircraft, Saudi Arabia eyes buying 100 Turkish Kaan fighter jets, China unveils two new combat aircraft plus two radar and command planes, and what to watch in 2025.

PODCASTS
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The Downlink [Dec 22, 24] Space Competition: China Launches Broadband Competitor Network To SpaceX’s Starlink

Aiming to compete with SpaceX’s Starlink, China just launched the first tranche of its broadband Gouwang constellation, and the Department of Defense this week submitted its annual report on the P.R.C.’s military and security developments to Congress. To understand what Beijing has accomplished in space in the past 12 months and what to expect in 2025, Laura Winter speaks with Namrata Goswami, an independent scholar on space policy and great power politics and co-Author of the book “Scramble for the Skies: The Great Power Competition to Control the Resources of Outer Space”. But first, Winter gets a year-end update on the Space Force Association’s activities from the organization’s Founder, CEO, and President, Bill “Hippie” Woolf.

DEFAERO REPORT Daily Podcast
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DEFAERO Daily Pod [Dec 22, 24] Year End Discussion & American Rheinmetall’s Latest Acquisition

On today’s program, sponsored by HII, our editorial strategist and Cavas Ships podcast co-host Chris Servello looks back at the key events of 2024 as we look ahead to 2025; and Matt Warnick, the CEO of American Rheinmetall Vehicles, and Jason Atkinson, the CEO of Loc Performance, discuss the armored vehicle maker’s nearly $1 billion acquisition of the Michigan-based specialty company with Defense & Aerospace Report Editor Vago Muradian.

Monday Business Report
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Defense & Aerospace Report Podcast [Dec 21, ’24 Business Report]

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 aerospace and defense market performance as the Federal Reserved said it would pare back rate cuts, impact of continuing resolution turmoil fueled by Elon Musk and Donald Trump, Wall Street’s growing perception that Musk not Trump is the incoming president, how Trump’s warning that he wants Europeans to spend 5 percent of GDP on defense and how much of that increased spending will stay in Europe rather than flow to American suppliers, and a look at the events of 2024 that will shape the coming year from Boeing’s continuing challenges, Airbus failure to capitalize on its American rival’s woes, supply chain, Russia’s threat to Europe even if its war on Ukraine is paused, global trade and travel implications of economic warfare, Britain’s Strategic Defence Review, and predictions for 2025.

PODCASTS
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Defense & Aerospace Report Podcast [Washington Roundtable Dec 20, ’24]

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, Michael Herson of American Defense International, former Pentagon 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 Elon Musk and Donald Trump’s torpedoing of a bipartisan spending measure of keep government open through March, prospects of a government shutdown through the holidays — potentially spanning through the inauguration — analysis of the key events of 2024 that will shape the coming year the coming year, and predictions for the United States, China, the Ukraine war, Syria and the broader Middle East.

PODCASTS
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DEFAERO Strategy Series [Dec 18, 24] Review of Russia-Ukraine Conflict

On today’s Strategy Series program, sponsored by General Atomic 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 key moments in Russia’s war on Ukraine during 2024; whether the end of the war in the coming months will come as a reprieve just as Moscow is feeling economic pressure and growing casualties, allowing it to recharge for its next confrontation with NATO; how the outgoing and incoming administrations are playing the roles of good cop-bad cop to end the war; implications of the ouster of Bashar al-Assad on Russia; the assassination of Russia’s nuclear and chemical forces chief Lt. Gen. Igor Kirillov by Ukraine’s secret service; and what to expect from Moscow over the coming weeks as the prospect of the war’s end approaches.

Monthly Technology Report
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Defense & Aerospace Technology Report [Dec 17, 24] Palantir CTO Shyam Sankar

On this innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next April in Washington, sponsored by Clarion Defence, Shyam Sankar, Palantir’s chief technology officer and principle author of the 18 Theses — also known as The Defense Reformation — joined Defense & Aerospace Report Editor Vago Muradian to discusses his blueprint to revamp the US industrial base to boost innovation, agility and output at to help America better deter adversaries while it also better prepares for possible conflict, the core elements of necessary change, the biggest sins of the current system, enticing commercial firms to return to the defense market, leveling the playing field, importance of empowered individuals to drive change, getting Congress to embrace change including higher tolerance for risk, balancing roles for new and heritage companies whether in software or hardware, when a company is truly commercial and when not when doing business with the Pentagon and more. Our monthly technology coverage is brought to you by Clarion Defence and their Apex Conference. We are pleased to be partnered with Clarion to highlight Apex and bring you the types of conversations and issue coverage you can expect at the two-day event next April in Washington.

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