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Monthly Technology Report
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Defense & Aerospace Report Podcast [Apr 21, ’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 another down week for markets as President Trump predicts tariffs deals with the EU, China and others after a brief tussle with Fed Chair Jerome Powell that jolted markets; Beijing stopped accepting Boeing jetliners as analysts debate what’s next for the global aerospace and defense economy; Korea says it wont fight the president’s tariffs rather will change its own as a sign of its gratitude for all America has done for the country since the Korean War; whether Europe alone can support Ukraine if Washington walks away from Kyiv; Germany blocks Britain’s possible sale of 40 Eurofighter Typhoons to Turkey to protest Recep Tayyip Erdogan’s decision to jail his leading opponent, Istanbul Mayor Ekrem Imamoglu; and the abrupt departure of Lockheed Martin’s chief financial officer sparks speculation whether other changes may be coming at the top of the world’s leading defense contractor; and a look ahead to first quarter 2025 earnings.

CAVASShips Weekly Podcast
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CAVASSHIPS Podcast [Apr 18, ’25] Ep: 189 Review of Headlines w/ Hudson’s Bryan Clark

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 cover the latest maritime headlines and topics of interest with Hudson’s Bryan Clark. From Golden Dome, to shipbuilding, to uncrewed ships to priorities for the next CNO, Bryan shares what he’s hearing and what the audience should be tracking. 

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

PODCASTS
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Defense & Aerospace Report Podcast [Washington Roundtable Apr 18, ’25]

On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies, and Cavas Ships co-host Chris Servello join Defense & Aerospace Report Editor Vago Muradian to discuss President Trump’s prediction — over lunch with Italian Prime Minister Georgia Meloni — of trade deals with the EU, China and other nations to avoid the tariffs he paused last week; the suspension of three of Defense Secretary Pete Hegseth’s staffers for reportedly leaking classified information; Russia’s attack on a Ukrainian church in Sumy on Palm Sunday that killed at least 36 and wounded more than 115; French President Emmanuel Macron’s meeting in Paris with Secretary of State Marco Rubio and Steve Witkoff to align American and Europe on an common approach to Ukraine; Xi Jinping’s regional charm offensive in the Indo-Pacific to take advantage of frustration with Washington that included 45 agreements with Vietnam alone; the New York Times report that Trump stopped Bibi Netanyahu from attacking Iran’s nuclear facilities in favor of negotiations with Tehran to end the country’s nuclear program; Israel’s Gaza strategy as demonstrations against Hamas mount; the future impact of the decision to keep two aircraft carriers supporting operations in the Middle East; and remembering the legacy of Richard Armitage.

Air Power
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Defense & Aerospace Air Power Podcast [Apr 17, 25] Season 3 E15: It’s a Small World

It’s a Small World: A changing global military aerospace market requires a wise observer to explain. We went to the summit, Douglas Barrie, Senior Fellow for Military Aerospace at the International Institute for Strategic Studies, to bring some order to the chaos. He gets into Ukraine lessons, Russian and Chinese airpower, NGAD’s future, and more. All powered by GE Aerospace!

Apex
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Defense & Aerospace Technology Report [Apr 16, 25] Apex Preview & Hudson’s Bryan Clark on Exploiting America’s Commercial Strengths to Mobilize Weapons Production

On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference  April 23-24 in Washington, sponsored by Clarion Defence, Bryan Clark, the director of the Center for Defense Concepts & Technology at the Hudson Institute, joins Defense & Aerospace Report Editor Vago Muradian to discuss the report he co-authored with his colleagues Dan Patt and Nadia Schadlow — “Ending Self-Imposed Scarcity: Exploiting America’s Commercial Strengths to Mobilize Weapons Production.” To learn more about the Apex conference, sponsorship and attendance opportunities please visit apexdefense.org

PODCASTS
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DEFAERO Strategy Series [Apr 15, 25] Charting the Future of Biotechnology

On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Dr. Dov Zakheim of the Center for Strategic and International Studies and a commissioner on the bi-partisan, bi-cameral National Security Commission on Emerging Biotechnology joins Defense & Aerospace Report Editor Vago Muradian to discuss the commission’s final report released last week, “Charting the Future of Biotechnology.”

PODCASTS
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The Downlink [Apr 13, 25] Space Tech: Don’t Forget The Ground!

While the 40th Space Symposium’s theme was “Building Partnerships to Secure our Future”, everyone in Colorado Springs, Colorado was talking about building President Trump’s Next Generation Missile Defense Shield, a.k.a.: “Golden Dome For America.” This week’s guest cautions us that you cannot have a space-based missile defense shield without the ground segment. Laura Winter speaks with Mark Henrie, Divisional Vice President, Amentum Missile Defense Group, and Deputy Program Manager, Integrated Research & Development Enterprise Solution.

Monday Business Report
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Defense & Aerospace Report Podcast [Apr 13, ’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 a roller coaster week for world markets as a selloff in US bonds prompted President Trump to pause for 90 days the tariffs he imposed last week; the 10 percent across the board tariffs as well as a 25 percent surcharge on steel and aluminum the president retained; China tariffs of about 150 percent and Beijing retaliation; the bond sell off as yields rose from 3.9 to 4.5 percent and what that means as Congress prepares to borrow more money as lawmakers seek to raise America’s borrowing to cover a massive tax cut package; Delta rescinded its guidance in the fact of uncertainty; Defense Secretary Pete Hegseth’s decision to cancel $5 billion in services contracts; the outlook for US services firms as the government workforce is culled; the administration’s move to halve NASA’s science budget; how US efforts to normalize relations and trade with Russia will impact aerospace markets; the British government’s decision to keep open a steel plant in Scunthorpe; Indonesia’s interest in partnering with Turkey on the Kaan fighter and a new submarine program; and Boeing NGAD investment in St Louis.

CAVASShips Weekly Podcast
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CAVASSHIPS Podcast [Apr 11, ’25] Ep: 188 Week in Review–Sea, Air & Space; New Maritime Executive Order

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… a shortened version of our usual weekly podcast, as it follows the week of the Navy League’s Sea-Air-Space exposition and three special-focused podcasts we aired during the show. We’re going to talk about the show – the largest annual gathering in the US of US Navy leaders and the industry that supports the service – and give you some early impressions of the White House Executive Order signed out on April 9.

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

PODCASTS
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Defense & Aerospace Report Podcast [Washington Roundtable Apr 11, ’25]

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 Pentagon Europe chief Jim Townsend now with 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 the crash in worldwide markets and the US bond market in the wake of President Trump’s tariffs; how an unprecedented US bond selloff and spike in US borrowing rates drove the president to freeze tariffs for 90 days, but raise tariffs on China and demand Beijing call him to make a deal; instead, China retaliated by imposing tariffs on American goods and blocking rare earth mineral exports, stressing they will win a trade war and any other kind of war with America; Republicans lawmakers are driving a $5 trillion tax cut package just as US borrowing rates are going up; Defense Secretary Pete Hegseth cancelled $5 billion in contracts and fired the commander of the Pittufik Space Base for allegedly criticizing Vice President Vance as the administration steps up secret planning to acquire Greenland; recommendations for Lt Gen Dan Caine as the Senate confirms the US Air Force officer as the nation’s next chairman of the joint chiefs; Ukraine surges war production and says it captured Chinese soldiers fighting for Russia; and Bibi Netanyahu visits Washington where he is pressured by Trump to not attack Iran and end the Gaza war and Israeli forces cut aid and work for drive Gazans out of the enclave.

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