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Monday Business Report
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Defense & Aerospace Report Podcast [May 25, ’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 discuss investor worries that after dropping inflation and soaring markets the Federal Reserve won’t cut rates as quickly as hoped, Boeing releases third annual safety report as CFO Brian West says the company will post negative cash flow this year, how the new financial outlook will impact the company plans to acquire Spirit AeroSystems and continue costly efforts to restore commercial and defense confidence, Sierra Nevada plan to use former Korean Air 747s as the Pentagon’s next generation Doomsday planes, British Prime Minister Rishi Sunak schedules snap elections for July 4, and British intelligence finding that China is sending lethal aid to Russia and the merits of allowing Kyiv to use US weapons to strike targets in Russia.

CAVASShips Weekly Podcast
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CAVASSHIPS Podcast [May 24, ’24] Ep: 146 Dr Jerry Hendrix on the Submarine Industrial Base

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…Problems with the submarine and broader shipbuilding and repair industrial base are crying out for solutions. Noted historian and navalist Dr Jerry Hendrix has been doing some deep thinking about the issue, how we got here, lessons from history and what actions can be taken to address the shortfalls. He’ll join us.

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

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 of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss the House Armed Services Committee markup of the National Defense Authorization Act as the 2025 spending debate continues, what’s next for Iran after president and foreign minister are killed in a helicopter crash, China launches military exercises to intimidate Taiwan as Lai Ching-te is inaugurated, Britain accuses Beijing of sending lethal aid to Russia as the White House balks as it debates letting Kyiv use US weapons to strike targets in Russia, Victor Orban wants all the benefits of NATO membership but opt out of helping Ukraine, President Biden hosts Kenyan President William Ruto, Emmanuel Macron’s surprise visit to New Caledonia as the territory has plunged into strife after Paris expands voting for French citizens, and Israel launches Rafah operation despite international and domestic pressure prompting Ireland, Norway and Spain to join Sweden in recognizing a Palestinian state as the international criminal court indicts Hamas and Israel’s leaders, and House and Senate expected to invite Bibi Netanyahu to address lawmakers.

PODCASTS
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DEFAERO Strategy Series [May 22, 24] CSIS Harold Brown Chair Dr. Seth Jones

On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Dr. Seth Jones, the Harold Brown Chair at the Center for Strategic and International Studies who leads the think tank’s International Security Program, discusses the status of the Ukraine war as Russia exerts its manpower and weapons advantage to gain ground from weary defenders show on weapons, what’s next in the war, Russia’s shortcomings despite two years of war, lessons China is learning from the war and the West’s sanctions on Russia, a more coordinated strategy to cope with a China, Russia, Iran and North Korea that are working ever more closely together, and more with Defense & Aerospace Report Editor Vago Muradian.

PODCASTS
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The Downlink [May 19, 24] Space Power: What The U.S. Needs To Build “An Enduring Advantage In The Third Space Age”

While Congress is holding hearings and pouring over federal budget minutiae, this episode is about how the United States could go about “Building an Enduring Advantage In The Third Space Age” – the title of a report authored by this week’s guest. Laura Winter speaks with Todd Harrison, Senior Fellow at the American Enterprise Institute, who is a longtime defense budget and space security expert.

Monday Business Report
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Defense & Aerospace Report Podcast [May 19, ’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 discuss how aerospace and defense stocks performed as cooling US inflation drove the Dow past 40,000, a fast-changing European defense spending environment as Germany pledges another 100 billion euros to improve military capabilities, the case for US investment in the European defense market as French President Emmanuel Macron works to attract investors to France and Europe, British defense spending outlook, what President Biden’s 100 percent tariffs on Chinese electric cars means for broader Sino-American trade, shareholders allow Boeing CEO Dave Calhoun to keep his $32.5 million pay package and his seat on the company’s board, Russian’s offensive against Ukraine, and reflections on the upcoming 80th anniversary of the D-Day landings.

CAVASShips Weekly Podcast
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CAVASSHIPS Podcast [May 17, ’24] Ep: 145 Cavas from Copenhagen & Fireworks on Shipbuilding

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 bring you a special edition of the podcast. Chris Cavas attended a press tour in Sweden sponsored by the Swedish defense company Saab. He’s in Scandinavia and speaking to us from his hotel in Copenhagen

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 May 17, ’24]

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 of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss the House Armed Services Committee’s marks to the National Defense Authorization Act, the House appropriations process begins and spending discussions with the Senate continue, Russia launches a multi-pronged offensive against a Ukraine weakened by delays in US aid as NATO considers sending “trainers” to more rapidly train Ukrainian troops, report that Russia has tested the first phase of its nuclear anti-satellite system, Vladimir Putin shakes up his defense leadership before meeting with Xi Jinping as the two leaders move to deepen their strategic partnership, and Israel presses ahead with its Rafah operation as Defense Minister Yoav Gallant calls on new Palestinian leadership to oversee Gaza after the war, publicly breaking with Prime Minister Bibi Netanyahu.

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