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 a dismal week on Wall Street over worries about the economy, AI and whether the Federal Reserve will cut interest rates; the implications of the Trump administration’s pressure on Ukraine to accept a peace deal that would mean Kyiv accept all of Russia’s demands or risk losing all US support; France’s pledge to sell Ukraine up to 100 Rafale fighters by Dassault as Washington sells 48 of Lockheed Martin’s F-35 Lightning II to Saudi Arabia; Rheinmetall’s capital markets day; takeaways from a busy Dubai Air Show; and Transportation Secretary Sean Duffy call that travelers to be more civil to usher in “a golden age of travel.”
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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 and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a dismal week on Wall Street over worries about the economy, AI and whether the Federal Reserve will cut interest rates; the implications of the Trump administration’s pressure on Ukraine to accept a peace deal that would mean Kyiv accept all of Russia’s demands or risk losing all US support; France’s pledge to sell Ukraine up to 100 Rafale fighters by Dassault as Washington sells 48 of Lockheed Martin’s F-35 Lightning II to Saudi Arabia; Rheinmetall’s capital markets day; takeaways from a busy Dubai Air Show; and Transportation Secretary Sean Duffy call that travelers to be more civil to usher in “a golden age of travel.”
DEFAERO Daily Pod [Nov 10, 25] Week in Review & Byron Callan’s Week Ahead
Defense & Aerospace Report
43 minutes 17 seconds
2 weeks ago
DEFAERO Daily Pod [Nov 10, 25] Week in Review & Byron Callan’s Week Ahead
On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Cavas Ships podcast co-host Chris Servello join Defense & Aerospace Report Editor Vago Muradian to discuss what’s next now that lawmakers are moving to end the US government shutdown; Defense Secretary Pete Hegseth’s address last week revamping the Pentagon’s acquisition architecture accelerate the fielding capabilities; what has to happen for the reforms to succeed; Venezuela and Russia’s battlefield gains in Ukraine; analysis of recent earnings including Hensoldt, Rheinmetall and other firms; issues to track in 2026; and a look at the week ahead.
Defense & Aerospace Report
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 a dismal week on Wall Street over worries about the economy, AI and whether the Federal Reserve will cut interest rates; the implications of the Trump administration’s pressure on Ukraine to accept a peace deal that would mean Kyiv accept all of Russia’s demands or risk losing all US support; France’s pledge to sell Ukraine up to 100 Rafale fighters by Dassault as Washington sells 48 of Lockheed Martin’s F-35 Lightning II to Saudi Arabia; Rheinmetall’s capital markets day; takeaways from a busy Dubai Air Show; and Transportation Secretary Sean Duffy call that travelers to be more civil to usher in “a golden age of travel.”
