Welcome to the Defense and Aerospace Report podcast, our weekly podcast on the global defense and aerospace business sponsored by Bell, and hosted by Defense & Aerospace Report Editor Vago Muradian. Each week, we’ll bring you interviews with industry leaders and the business’ best analysts to put events in context, identify trends and keep an eye on what’s next in a fast-moving world. Defense & Aerospace Report is your global source for national security and aerospace news, thought leadership and analysis, founded and edited by Vago Muradian.
Defense & Aerospace Report Podcast [Washington Roundtable Oct 25, ’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, Cavas Ships podcast co-host Chris Servello, and Jim Townsend of the Center for a New American Security join Defense & Aerospace Report Editor Vago Muradian to discuss the US presidential race as it enters its last week, the world awaits Israel’s strike on Iran as Secretary of State Antony Blinken makes his 11th trip to the Middle East to broker a ceasefire, the White House issues new national security AI guidance, Europe worries about North Korea troops fighting on Russia’s behalf against Ukraine, a progress report on Germany’s Zeitenwender and whether Europe can support Ukraine if America under a second Trump term withdraws support for Kyiv, Chinese Premier Xi Jinping and Indian Prime Minister Narendra Modi meet for the first time since the bloody 2019 clash between the nations in the Himalayas after Canada again accused India of targeting and killing Canadian nationals critical of the New Delhi government — a charge endorsed by Washington — Japanese elections over the weekend, and the decision by the Washington Post and the LA Times against endorsing a presidential candidate over reprisal fears.
10/25/2024 • 55 minutes, 10 seconds
Defense & Aerospace Air Power Podcast [Oct 24, 24] Season 2 E40: Optimized Prime
In February, Air Force Chief of Staff Gen. Dave Allvin gave us the details on the service’s re-optimization plans in an exclusive interview. This week, the Chief released a letter to the entire service detailing progress toward that goal. Vago and J.J. review where the service is and how much lies ahead. Plus the week’s headlines in airpower. All powered by GE!
10/24/2024 • 41 minutes, 13 seconds
Daily Podcast [Oct 23, 24] DC Dynamic Budget Duo: Mackenzie Eaglen & Todd Harrison
Mackenzie Eaglen and Todd Harrison of the American Enterprise Institute, join Defense & Aerospace Report Editor Vago Muradian to discuss the US defense budget outlook in the near and mid term, investment in weaponry that continues to lag even as stocks are rapidly depleted through American support for Ukraine and Israel, China’s actual defense spending levels what why it should spur more alarm and action, the need for greater innovation and industrial base capacity, how the election outcome could reshape US alliances as well as interest in American weaponry, and whether Congress will approve enough additional funding to cover the costs of modernizing the nation’s antiquated nuclear triad that will otherwise gut investment in conventional capabilities.
10/23/2024 • 38 minutes, 37 seconds
DEFAERO Strategy Series [Oct 22, 24] Dr. Kathleen McInnis on Smart Women, Smart Power
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dr. Kathleen McInnis, the director of the Smart Women, Smart Power program at the Center for Strategic and International Studies, joins Defense & Aerospace Report Editor Vago Muradian to discuss the new report she co-authored with Alexis Day — What Difference Does it Make? — that delves into the role of women in international security decision making.
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 how different the defense industrial base could look by 2030; takeaways from AeroLambda Group’s Aerospace & Defense Conference and the Association of the United States Army’s annual meeting last week; how heritage companies are adapting to better compete against new competitors; what DoD has to do to align its ambitious operational plans with the reality that it’s industrial base lacks the capacity for a prolonged high-intensity conflict whether for new production, munitions or damage repair; Boeing’s outlook at major defense and aerospace firms prepare to report earnings; and a look at the week ahead.
10/21/2024 • 36 minutes, 39 seconds
Defense & Aerospace Report Podcast [Oct 20, ’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 Wall Street’s sixth straight winning week; Boeing and machinists strike proposed deal that includes a 35 percent pay raise to end 5-week strike as the jetmaker moves to raise $25 billion in debt and stock plus borrow $10 billion; Bell decides to move V-280 Valor aerostructure work in house from Spirit AeroSystems; impact of the move what Boeing would pay for its former subsidiary; Airbus to cut 2,500 jobs from its defense and space business; partnership between L3 Harris and Embraer to jointly market the KC390 ends; L3 protests US Army’s decision to award the HADES contract to Sierra Nevada; another multiyear to Sikorsky carrying UH-60 Blackhawk production through 2032; France bars Israeli companies from the upcoming Euronaval trade show in Paris; takeaways from the Association of the United States Army’s annual meeting and The Aerospace Event; and what to expect next week at the National Business Aviation Association tradeshow in Las Vegas.
10/20/2024 • 55 minutes, 20 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Oct 18, ’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, Dr. Kathleen McInnis of the Center for Strategic and International Studies, and Cavas Ships podcast co-host Chris Servello join Defense & Aerospace Report Editor Vago Muradian to discuss the expectation the National Defense Authorization Act, appropriations and disaster relief legislation will move quickly after lawmakers return to Washington after the election; Defense Secretary Lloyd Austin’s “heartburn letter”to the Hill; Israel kills Hamas leader Yahya Sinwar; President Biden deploys America’s premier air and missile defense system to Israel to relieve pressure on US warships guarding Israel while calling on Jerusalem to increase humanitarian aid to Gaza otherwise risk weapons deliveries; the US Navy demonstrates its ability to reload weapons at sea; US aircraft including B-2 stealth bombers strike Houthi missile sites and storage facilities in Yemen; former President Trump calls Ukrainian leader Volodymyr Zelenskyy a great salesman who never should have let the war start as the Ukrainian leader says he told the former president that either Kyiv joins NATO or it develops nuclear weapons; South Korean intelligence says North Korea is deploying 12,000 troops to fight for Russia in Ukraine; four Indo-Pacific defense ministers join NATO ministers; and China’s economy sputters as Beijing escalates tensions around Taiwan.
10/18/2024 • 50 minutes, 11 seconds
Defense & Aerospace Air Power Podcast [Oct 17, 24] Season 2 E39: Show Talk
We review The Aerospace Event with two of our fellow presenters there – Richard Aboulafia, who you know from our business report, and Dr. Kevin Michaels, both managing directors at AeroDynamic Advisory. And we have the week’s headlines in airpower. All powered by GE!
10/17/2024 • 42 minutes, 3 seconds
Defense & Aerospace Daily Podcast [Oct 16, 24] Takeaways from AUSA Annual Meeting and Exposition
On this Land Warfare episode, sponsored by American Rheinmetall, Dan Roper, a retired US army colonel who’s the director of national security studies at the Association of the United States Army reviews the key takes from this week's AUSA Annual Meeting and Exposition; and Stephanie Meyer, a PHD candidate who’s helping lead Auburn university’s entry into Indy autonomous challenge — a 12-team unmanned racing circuit that is developing cutting edge technologies that can improve future unmanned air and ground vehicles with Defense & Aerospace Report Editor Vago Muradian.
10/16/2024 • 33 minutes, 54 seconds
Defense & Aerospace Daily Podcast [Oct 15, 24] Army War College's Dr. John Nagl
On this Land Warfare episode, sponsored by American Rheinmetall, Dr. John Nagl, a retired US Army lieutenant colonel who is now a professor of Warfighting Studies in the Department of Military Strategy, Planning, and Operations at the Army War College, joins Defense & Aerospace Report Editor Vago Muradian to discuss the work he co-authored with Katie Crombe — A Call to Action: Lessons from Ukraine for the Future Force — the strategic, operational and tactical lessons of the war; lessons that are applicable to Europe, the Indo-Pacific and universally; the notion of transparency on the battlefield and its implications for operations; harnessing rapid innovation cycles and fielding capabilities at speed and scale; role of the Army in Europe and the Indo-Pacific; and how the Ukraine war ends.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest headlines and looks at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
10/14/2024 • 29 minutes, 46 seconds
Defense & Aerospace Report Podcast [Oct 12, ’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 Wall Street’s new highs on stronger than expected bank and financial earnings; Boeing pre-reports third quarter earnings including a $3 billion charge, 17,000 layoffs, the end of 767 freighter production, and delayed 777X deliveries as the company accuses the International Association of Machinists of negotiating in bad faith, a charge the union makes about the jetmaker; Airbus blames CFM and Spirit AeroSystems for its woes; France announces the new F5 version of the Dassault Aviation’s Rafale and the a combat unmanned vehicle; the Justice Department accuses Saab of corruption in Brazil; and what to expect at the Association of the United States Army’s annual conference and tradeshow as well as The Aerospace Event.
10/13/2024 • 54 minutes, 33 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Oct 11, ’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, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim of the Venter for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss President Biden’s call for Congress to approve emergency aid in the wake of two devastating and deadly hurricanes; electoral impact of historic amounts of disinformation that have hampered rescue and recovery efforts; update on Russia’s war on Ukraine as as Moscow makes incremental progress as Russian casualties top 600,000; Ukraine’s efforts to stockpile ammunition and protect itself from US election outcome next month; Laos hosts ASEAN; Beijing overreacts despite a measured address by Lai Ching-te on Taiwan’s National Day; Vice President Harris names Iran as a leading threat; Israel Prime Minister Bibi Netanyahu calls on Lebanon to rid itself of Hezbollah as Israel continues operations in Lebanon, Gaza and the West Bank, as Jerusalem considers retaliation against Iran’s recent missile attack that’s expected to target the country’s oil infrastructure.
10/11/2024 • 55 minutes, 22 seconds
Defense & Aerospace Air Power Podcast [Oct 10, 24] Season 2 E38: China, China, China
As the People’s Republic of China celebrates 75 years as a nation, its military capability and territorial ambitions continue to expand. Dr. Brendan Mulvaney, Director of the China Aerospace Studies Institute at National Defense University, updates us on what that means for their challenge to US air capabilities. And we have a bumper crop of airpower headlines, including about the SR-71. All powered by GE!
10/10/2024 • 39 minutes, 33 seconds
DEFAERO Strategy Series [Oct 09, 24] Dr. Jerry McGinn on Mobilizing the Defense Industrial Base
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dr. Jerry McGinn, the director of the Baroni Center for Government Contracting at George Mason University, joins Defense & Aerospace Report Editor Vago Muradian to discuss his new report — “Before the Balloon Goes Up: Mobilizing the Defense Industrial Base now to Prepare for Future Conflict” — why he believes the United States isn’t prepared for prolonged future conflicts; industrial lessons from World War II, MRAP vehicles, Covid-19, and the Ukraine war; the importance of senior leadership in driving change; why 2024 is different than 1938; what America has to do to step up its production capacity; how to harness commercial industry for the challenge ahead; role of allies and partners; and an update on the Biden administration’s first ever National Defense Industrial Strategy.
10/9/2024 • 37 minutes, 52 seconds
Defense & Aerospace Daily Podcast [Oct 08, 24] Army Chief of Staff Gen. Randy George
On this Land Warfare episode, sponsored by American Rheinmetall, Gen. Randy George, the US Army’s 41st chief of staff, joins Defense & Aerospace Report Editor Vago Muradian to discuss the biggest lessons from Russia’s war on Ukraine; the problems that Russia, China and other adversaries are posing that must be solved; whether different armies are needed to fight in Europe and Asia, and what’s common between them; preparing the force intellectually, operationally, doctrinally and culturally for the highly kinetic nature of a possible future fight; how to move faster to field needed capabilities at scale; modernizing on a flat budget; his “Transforming in Contact” initiative and how much of the Army has to change to transform the force; the changing nature of advantage and building a culture that can adapt rapidly to maintain advantage despite changing threats; what the Army needs from industry; tradeoffs that can be made among the military services to better coordinate roles, missions and capabilities; recruiting and training the right personnel; and a look ahead to the Association of the United States Army’s annual conference and tradeshow Oct. 14-16, 2024.
10/8/2024 • 47 minutes, 14 seconds
Daily Podcast [Oct 07, 24] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Ukraine’s withdrawal from Vuledhar and the implications of the latest Russian advance in Donbas, the latest on the war including the capture of one of Russia’s few Okhotnik combat drones, how weather will change the fight, topics for discussion at the Association of the United States Army’s conference and tradeshow next week, and lessons from analytical failures associated with the Russo-Ukrainian war; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense implications of the conflict between Israel and Iran one the first anniversary of Hamas’ deadly attack on Israel that precipitated a broader regional war, defense and industrials scenarios to consider as US elections approach, Army issues to consider at AUSA, the impact of deadly hurricanes on public perceptions of defense spending, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
10/7/2024 • 36 minutes, 54 seconds
Defense & Aerospace Report Podcast [Oct 06, ’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 Wall Street ends on a high on stronger than expected US jobs growth, French Prime Minister Emmanuel Macron tells US financiers how grave the country’s financial situation is, Xi Jinping announces a major government stimulus plan as the People’s Republic of China celebrates its 75th anniversary, Boeing’s strike continues as the company’s management considers the scope of an equity raise and questions arise about the valuation of the planned acquisition of Spirit AeroSystems, and as Iran strikes Israel with history’s largest ballistic missile attack, some thoughts on the economics of air and missile defense.
10/6/2024 • 56 minutes, 31 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Oct 04, ’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, Cavas Ships co-host Chris Servello, and Pentagon Europe chief Jim Townsend of the Center for a New American Security join Defense & Aerospace Report Editor Vago Muradian to discuss the US presidential race enters its last month as a devastating hurricane and growing unrest in the Middle East could decide who ends up in the White House, Israel killed Hezbollah leader Hassan Nasrallah and Iran retaliates with a massive ballistic missile barrage, Jerusalem vows retaliation and President Biden confirms strikes on Iran’s energy facilities have been discussed in a move that sends oil prices soaring, former Dutch Prime Minister Mark Rutte succeeds Jens Stoltenberg as NATO’s new secretary general, Ukraine retreats from Vuledhar as Russia’s strategy of throwing of men and weapons into fight helps gain ground in Donbas, the People’s Republic of China celebrates its 75th anniversary by dialing up coercion in the South China Sea, and Shigeru Ishiba succeed Fumio Kishida as Japan’s 65th prime minister.
10/4/2024 • 52 minutes, 34 seconds
Defense & Aerospace Air Power Podcast [Oct 03, 24] Season 2 E37: Dr. Hypersonic, Jr.
If it goes up in the air and especially if it goes fast, former Director of Defense Research and Engineering and Air Force chief scientist Dr. Mark Lewis has been deep in the details. He joins us to update the latest technologies on and coming to the battlefield, including a great primer on hypersonics. And we have this week’s headlines in airpower. Powered by GE!
10/3/2024 • 45 minutes, 41 seconds
Defense & Aerospace Daily Podcast [Oct 02, 24] Hanwha Defense USA's Mike Smith
Mike Smith, the president and CEO of Hanwha Defense USA, joins Defense & Aerospace Report Editor Vago Muradian to discuss the company’s sweep of products, approach to expanding in the US market, it’s investment strategy for growth including $100 million acquisition of a Philadelphia shipyard, key to driving innovation the innovation and capacity gains the Pentagon seeks, lessons from his tenure at BAE Systems on growing a US subsidiary of a foreign company in the United States, where he expects from the company in 10 years and at the Association of the United States Army’s upcoming conference and tradeshow.
Dan Tenney, the vice president for strategy and business development at Lockheed Martin Rotary and Mission Systems, joins Defense & Aerospace Report Editor Vago Muradian to discuss lessons from the Ukraine war that are shaping his $16 billion enterprise; the capabilities the US Army needs to counter China, Russia and other threats; the keys to scaling hardware and software; supporting to nations increasingly seeking sovereign capabilities; competing in a market where the Pentagon is increasingly rewarding innovative firms that invest to more economically develop products that address military needs; and whether DoD clearly understands the big problems it needs to solve.
10/1/2024 • 43 minutes, 7 seconds
Daily Podcast [Sep 30, 24] Dr. Dov Zakheim on Middle East & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Dr. Dov Zakheim of the Center for Strategic and International Studies discusses what’s next now that Israel has killed Hezbollah leader Hassan Nasrallah and other of the Lebanese Shia militia’s top commanders as well as truck Houthi targets in Yemen; how the moves could help deter Tehran from further provocations; and challenges associated with impending Israeli ground operations in Southern Lebanon; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the broader investment implications of continuing unrest in the Middle East; broader geoeconomic and geopolitical takeaways from the Atlantic Council’s GeoEconomics Forum in New York last week, including Russia’s improving if more expensive defense capabilities and that the US-China relationship is “stabilizing,” and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
9/30/2024 • 56 minutes, 28 seconds
Defense & Aerospace Report Podcast [Sep 29, ’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 Wall Street sets another record on sinking inflation and more Fed rate cuts; Boeing’s strike continues as questions aspire about CEO Kelly Ortberg’s leadership; the National Transportation Safety Board recommends action on Boeing 737 jetliners after a recent rudder incident on a United Airlines flight; HII’s Newport News Shipbuilding discovered and reported to the Navy that one of its workers had “knowingly” made defective welds in submarines and aircraft carriers, although not in critical areas; suddenly blended-wing-body aircraft have become all the rage as the COP29 climate summit prepares to convene Nov. 11-22 in Azerbaijan; President Biden’s denial of permission for Western nations to allow Ukraine to use donated weapons against Russia; budget challenges across Europe; and a far right win in Austria.
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 join Defense & Aerospace Report Editor Vago Muradian discuss House Speaker Mike Johnson’s bipartisan approach to securing a stopgap spending measure to keep the government funded until after the election; what’s on the lame duck agenda; despite pressure from closest allies and Ukraine’s leader President Biden continues to block use of Western weapons against Russia after Vladimir Putin’s latest nuclear threats; the message other nuclear-armed states are learning when Washington is so easily deterred by nuclear saber-rattling; China tests an ICBM as its first in class nuclear attack submarine sinks pierside; AUKUS Pillar 2; Israel expands its offensive against Hezbollah and Lebanon while also increasing operations in the West Bank; and analysis of a close US presidential race five weeks before Election Day.
9/27/2024 • 1 hour, 19 seconds
Defense & Aerospace Air Power Podcast [Sep 26, 24] Season 2 E36: Wings of Gold
We’ve been talking a lot about the USAF recently, so it’s time for some naval contemplation. Longtime F-14 RIO Cdr. Ward Carroll joins us to talk Naval Aviation, including its future and current air and missile defense ops. Dr. Tom Karako of CSIS brings us up to date on other air and missile defense news. And we have headlines in airpower. Powered by GE!
9/26/2024 • 54 minutes, 56 seconds
Defense & Aerospace Tech Report [Sep 25, 24] John Cofrancesco on Recent AI & Cyber Headlines
On this week’s Technology Report, John Cofrancesco, the founder of the new artificial intelligence firm Applied AI Company, discusses takeaways from the congressional hearing with CrowdStrike executives on the recent software update error from the cyber security firm that precipitated global disruptions, the role of AI to make to avert such mistakes in the future, how the Pentagon’s AI ecosystem is evolving and the key to driving innovation, supply chain lessons in the wake of Israel’s use of global supply chains to produce exploding pagers and walkie talkies, countering spoofing of critical control systems including on commercial aircraft, and helping foster a new generation of more cyber and AI savvy legislators and more with Defense & Aerospace Report Editor Vago Muradian.
9/25/2024 • 25 minutes, 59 seconds
Strategy Series [Sep 24, 24] Atlantic Council's Amb. John Herbst on Ukraine & Competing with Russia
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Amb. John Herbst, a former US ambassador to both Uzbekistan and Ukraine who is now the senior director of the Atlantic Council’s Eurasia Center, joins Defense & Aerospace Report Editor Vago Muradian to discuss Ukrainian President Volodymyr Zelenskyy’s visit to Washington to convince President Biden to allow Western weapons to be used against targets in Russia, the Biden administration’s logic in blocking the use of weapons against sites used by Moscow to attack Ukraine, why US forbearance is merely emboldening Vladimir Putin, why it’s vital Ukraine wins the war and what’s needed to achieve that aim, how America and its allies need to do to better deter Russia, the need for a strategy to counter Russia, China, Iran and North Korea, whether Europe can support Ukraine if US leaders decide against further assistance, and how much longer the conflict is likely to continue.
9/24/2024 • 35 minutes, 56 seconds
Daily Podcast [Sep 23, 24] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Ukraine’s long-range attack on Russia’s ammunition depot at Toropets destroying months worth of artillery shells and other weapons; President Volodymyr Zelenskyy’s visit to Washington to ask President Biden to reconsider his opposition to the use of Western weapons against Russia; and how both sides are rapidly adapting unmanned systems and defenses; Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the budget outlook as House Speaker Mike Johnson seeks to fund the government beyond Sept. 30; takeaways from the Air and Space Forces Association’s Air Space Cyber conference and tradeshow last week; the outlook for the Air Force’s flagship manned fighter element of the Next-Generation Air Dominance family of systems that is being reconsidered by the service’s leadership; changing industrial and threat dynamics; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
9/23/2024 • 36 minutes, 51 seconds
Defense & Aerospace Report Podcast [Sep 22, ’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 another big week on Wall Street after a larger than expected Federal Reserve rate cut; the industrial impact of President Biden’s decision to use US arms export regulations to veto Britain and France’s desire to allow Ukraine to use their weapons against Russia; with Boeing machinists on strike, CEO Kelly Ortberg initiates a furlough plan suggesting a longer work stoppage; news report that Ted Colbert will be replaced by Steve Parker at Boeing Defense Space and Security; China Development Bank’s order 80 Airbus A320 and 50 Boeing Max jets; duration of strike by workers at Textron’s Cessna and Hawker; the US Army picks Anduril’s Ghost X and Performance Drone Works’ C-100 as the service’s company-level “attritable” drone; Rob Dewar, father of the Bombardier C series, joins JetZero; outlook for the penetrating counter air element of the US Air Force’s Next-Generation Air Dominance family of programs in the wake of the Air and Space Forces Association’s annual Air Space Cyber conference last week and possible substitutes for the high-end manned fighter; what a new USAF plan means for the UK-Italy-Japan Global Combat Aircraft Program or the SCAP effort involving France, Germany and Spain; the USAF’s request for information for a next-generation tanker; the credit rating implications of a lengthy Boeing strike; and the Boeing-Embraer agreement after the American company called off its union with the Brazilian firm.
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 discuss Congress' failure to pass a measure to keep government open after 30 Sept., Ukraine continues to call for Western arms to be cleared for use against Russia as President Biden stalls approvals as Russian forces push back in Kursk and threaten to make significant gains in Donbas, the leaders of the Quad prepare to convene in Delaware as China expands its offensive operations to Australia and Japan, the White House prepares to block Nippon Steel's offer to buy US Steel, AUKUS celebrates its second birthday, and Israel uses exploding pagers and walkie-talkies to stymie Hezbollah's command and control as the Lebanese militia and Iran's Islamic Revolutionary Guard Corps vow retaliation.
9/20/2024 • 51 minutes, 18 seconds
Defense & Aerospace Air Power Podcast [Sep 19, 24] Season 2 E35: The Big Show
We spent three days at the Air and Space Forces Association conference. What did we learn? We review the biggest airpower event of the year with John Tirpak of Air and Space Forces magazine and Dean David Deptula of the Mitchell Institute. Plus we catch up on CCAs and the F-35 with Matt Milas, President of Defense and Space at Honeywell Aerospace Technologies. And airpower headlines beyond AFA. Powered by GE!
9/19/2024 • 48 minutes, 10 seconds
Tech Report [Sep 18, 24] Raj Shah & Dr. Chris Kirchhoff
On this innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next January in Washington, sponsored by Clarion Defence, Raj Shah, the former director of the Defense Innovation Unit who is a cofounder of Shield Capital, and Dr. Chris Kirchhoff, the former director of strategic planning at the National Security Council during the Obama administration who founded the Pentagon’s Silicon Valley office, join Defense & Aerospace Report Editor Vago Muradian to discuss their new book — Unit X: How the Pentagon and Silicon Valley are Transforming the Future of War — their concern the United States isn’t ready for a new era of warfare, the most important lessons from the Ukraine war, whether the Pentagon has identified the big problems it needs to solve to prevail in wars against China and Russia, the importance of presidential leadership in driving change across DoD, progress since DIU was founded, the venture capital environment, and role of allies and partners. To learn more about the Apex conference, sponsorship and attendance opportunities please visit apexdefense.org
9/18/2024 • 42 minutes, 45 seconds
Defense & Aerospace Daily Podcast [Sep 17, 24] Adm. Mike Rogers on Latest Cyber Storylines
Adm. Mike Rogers, USN Ret., a former director of the National Security Agency and commander of US Cyber Command who is now the chairman of the advisory board of cybersecurity firm Claroty, joins Defense & Aerospace Report Editor Vago Muradian to discuss the recent revelation that Chinese hackers have for the first time taken the provocative step of installing malware in key US infrastructure; how Washington must respond to restore deterrence, the range of actions the Biden administration should consider including a targeted cyber operations to damage the Chinese economy; actions Congress should take to curb Chinese access to US technology and networks; countering the growing coordination among China, Russia, Iran and North Korea; increasingly sophisticated Russian efforts to undermine US elections; and why creating an independent cyber force is a bad idea.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the potential impact of the “Future of European Competitiveness” report drafted by former Italian prime minister and European Central Bank President Dr. Mario Draghi on behalf of the European Union; takeaways from the Chamber of Commerce’s Aerospace Summit, the Future of Defense event by New America and Arizona State University, and Morgan Stanley’s Laguna conference including analysis of Northrop Grumman CEO Kathy Warden’s comments that the company could reenter the stealthy fighter element of the Air Force’s Next Generation Air Dominance effort if the service makes requirements changes; what to expect at the Air and Space Forces Association’s Air Space Cyber conference and tradeshow Sept. 16-18; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
9/16/2024 • 23 minutes, 54 seconds
Defense & Aerospace Report Podcast [Sep 14, ’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 Wall Street’s best week of the year as Federal Reserve Chairman Jerome Powell announces roadmap to cut short-term borrowing rates; Boeing’s International Association of Machinists and Aerospace Workers overwhelmingly vote to strike; analysis of the market prospects for the innovative RISE engine developed by GE and Safran through their CFM partnership that just celebrated its 50th anniversary; Northrop Grumman CEO Kathy Warden says that the company is willing reenter the Air Force’s Penetrating Counter-Air program as service leaders reconsider the requirements for the key element of the Next Generation Air Dominance effort; Netherlands is buying six more F-35 fighters; the dual between Lockheed Martin’s C-130 and Embraer’s KC-390 transports; and what to expect at the Air and Space Forces’ Association’s annual Air Space Cyber conference next week.
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 join Defense & Aerospace Report Editor Vago Muradian to discuss congressional madness as lawmakers return to Washington, Alabama Sen. Tommy Tuberville delays promotion of new US Army Pacific commander, the national security implications of the fiery presidential debate between vice president Kamala Harris and former President Trump, President Biden to allow Ukraine to use US weapons against Russian territory as Vladimir Putin again threatens the alliance, Asia’s focus on US-China shadowboxing amid the US election as Kim Jung Un reveals his top secret uranium enrichment plant and calls for accelerating nuclear weapons production, and the controversy over Israel’s killing of an American peace protestor and more UN humanitarian workers.
9/13/2024 • 54 minutes, 4 seconds
Defense & Aerospace Air Power Podcast [Sep 12, 24] Season 2 E34: A Materiel World
The US Air Force is conducting simultaneous, ambitious programs to build aircraft, missiles, and other systems, all while reoptimizing for great power competition. The head of Air Force Materiel Command, General Duke Richardson, gets into the details, including Sentinel news. And the week’s headlines in airpower. Powered by GE!
9/12/2024 • 43 minutes, 43 seconds
Defense & Aerospace Technology Report [Sep 11, 24] CSIS' Greg Allen & Oliver Wyman's Doug Berenson
On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next January in Washington, sponsored by Clarion Defence, Greg Allen, the director of the Wadhwani Center for AI and Advanced Technology at the Center for Strategic and International Studies, and Doug Berenson, a partner in the Aerospace, Defense and Government Services Practice at the Oliver Wyman consultancy, to discuss their commentary — “Why Is the U.S. Defense Industrial Base So Isolated from the U.S. Economy?” — the historic benefits of having a unitary national industrial base; how the defense industry became increasingly isolated from commercial industry and its implications on innovation, competition as well as scaling production; how the US government can attract more commercial firms to the fold; importance of presidential leadership and the government making clear the big military problems it needs to solve to spur industry to find solutions; the challenges faced by the current innovation ecosystem; and the need to tap allied industrial capacity. To learn more about the Ap
ex conference, sponsorship and attendance opportunities please visit apexdefense.org
9/11/2024 • 41 minutes, 31 seconds
DEFAERO Strategy Series [Sep 10, 24] Djibouti Ambassador to the United States Mohamed Siad Doualeh
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Amb. Mohammed Siad Doualeh, Djibouti’s ambassador to the United States as well as the country’s representative to the United Nations, discusses key issues that need to be addressed by world leaders when the United Nations General Assembly convenes in New York, whether the worst famine in four decades can be averted because of ongoing conflict in Sudan, how to address Houthi attacks in the Red Sea that have precipitated a drop in commercial traffic through the key waterway and threaten ecological disaster as ships are damaged and sunk, a survey of regional crises and progress made over the past year, how regional conflict and instability is driving global migration, combatting mpox now that the World Health Organization has declared the virus a public health emergency of international concern in the wake of an outbreak in the Democratic Republic of the Congo, countering Russian and Chinese dis- and misinformation, and advice on how the two US presidential candidates and campaigns should think of Africa through Election Day and beyond with Defense & Aerospace Report Editor Vago Muradian.
9/10/2024 • 27 minutes, 53 seconds
Daily Pod [Sep 09, 24] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses mounting Russian pressure on Ukrainian forces in Pokrovsk and Chasiv Yar, the strategic importance of the two to Russian planes to gain ground in Donbas, Ukraine’s ability to stymie Moscow’s plans, Kyiv’s latest call to use Western arms against Russia, and the stability of Vladimir Putin’s regime as Ukrainian forces seize more ground in Kursk; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses “the surprises” from the Russo-Ukrainian war, how the US is countering Chinese economic coersion, Boeing’s importance for broader US industrial health and competitiveness, an analysis of the economic and tax policies of the two presidential candidates, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
9/9/2024 • 34 minutes, 44 seconds
Defense & Aerospace Report Podcast [Sep 07, ’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 a down week on Wall Street ending in a hard sell off; Airbus and Embraer release their order and delivery figures; Pentagon acquisition and sustainment undersecretary Dr. Bill LaPlante’s decision to rescind a key approval for the the Milestone B approval of the US Air Force’s Sentinel Next Generation Strategic Deterrent program led by Northrop Grumman; the European Air Safety Agency has ordered inspections of Rolls Royce engines on Airbus 350-1000 jets after a fire on a Cathay Pacific airliner; Boeing’s unionized workers will vote Sept. 12 on whether to strike; the Air Force will buy from Boeing more of Leonardo’s MH-139 Grey Wolf helicopters; NASA prepares to return the Boeing’s StarLiner spacecraft to earth; with the Pentagon’s decision to extend the lifespan of the F-35 Lightning II fighter program from 2077 to 2088, the total program cost is up to $2 trillion even as unit prices for the jets are coming down; Philippine’s interest in 40 new combat aircraft.
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, and former Pentagon Comptroller Dr. Dov Zakheim join Defense & Aerospace Report Editor Vago Muradian to discuss what to expect from Congress when they return to DC for 13 days before recessing for the election; update on presidential, Senate and House races with only nine weeks left to Election Day; whether Ukraine’s Kursk offensive will prove a costly miscalculation as Russia advances on Donbas; Volodymyr Zelenskyy prepares to shuffle his cabinet as Kyiv continues to lobby Washington and its allies to allow use of Western weapons against Russia; the US government alleges Russian and Chinese interference in American politics; takeaways from National Security Adviser Jake Sullivan’s Beijing visit as a Chinese ship again collides with a Filipino one; and Bibi Netanyahu brushes aside mass protests demanding as well as what’s said to be the final US-Egypt-Qatar proposal to end of the Gaza war.
9/6/2024 • 54 minutes, 32 seconds
Defense & Aerospace Air Power Podcast [Sep 05, 24] Season 2 E33: Rise of the Machines
DoD’s Replicator initiative has been something of an enigma from the start. Veteran analyst Dr. Ted Harshberger joins us to explain where Replicator is now, what comes next, and how (or if) it fits with NGAD. Plus a 1985 munition proposal you never heard of. And, of course, we have headlines in airpower, all thanks to GE!
Eric Fanning, the president and CEO of the Aerospace Industries Association, joins Defense & Aerospace Report Editor Vago Muradian to discuss the defense budget outlook as Congress returns to Washington briefly before recessing until after the election, other defense and aerospace legislative priorities for the association, how the presidential candidates would impact the US defense and aerospace industrial base, priority investment areas to grow US capabilities, the impact of the Biden administration’s first ever industrial policy and PPBE reforms, and more.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest headlines and looks at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
9/3/2024 • 27 minutes, 19 seconds
Defense & Aerospace Report Podcast [Sep 02, ’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 Wall Street ended the week strong before the Labor Day holiday, the US government hits RTX with a $200 million fine for improperly sharing technology with China as analysts ask whether more companies will also be penalized, Serbia orders Rafale fighters by Dassault Aviation while Thailand opts for the E- and F-model of the Gripen by Saab, whey Airbus and Sikorsky both decided against bidding for a UK helicopter contract, UK defense budget outlook as Starmer government makes clear cuts are coming, Britain and Germany strike a wide-ranging treaty that spans defense, science, technology and deeper economic cooperation, defense industrial implications as Germany’s right wing AFD party gains ground in Thuringia, and Britain concludes arms being used by Israel in Gaza could be used in violation of international humanitarian law, immediately suspending 30 licenses for components for fighter planes, helicopters and drones.
9/2/2024 • 53 minutes, 49 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Aug 30, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, Mark Montgomery, a retired US Navy rear admiral and former INDOPACOM J-3 who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies, former Pentagon Europe chief Jim Townsend now with the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join Defense & Aerospace Report Editor Vago Muradian to discuss a US presidential campaign in full swing, controversy over former President Trump’s campaign visit to Arlington Cemetery, Ukraine continues its advance into Russia as analysts say Moscow lacks the people or equipment to stop it, National Security Adviser Jake Sullivan’s visit to Beijing as China is accused of stealing US internet service provider data and Indo-Pacific Commander Adm. Sam Paparo says US ships might have to escort Filipino ships being bullied by Chinese forces, the US Navy awards Korea’s Hanwha Ocean a contract to repair a US logistics support ship, and Middle East tensions soar as Israel launches air strikes in the West Bank as Jerusalem agrees to suspend Gaza strikes to allow a UN emergency vaccination drive after the first polio case in a generation was detected in the enclave.
8/30/2024 • 56 minutes, 41 seconds
Defense & Aerospace Air Power Podcast [Aug 29, 24] Season 2 E32: No Crew, No Problem
The Collaborative Combat Aircraft promises to redefine how the U.S. Air Force flies and fights. But what is it, and how do we get from here to there? The author of a new report on CCAs, Gregory Allen, director of the Wadhwani Center for AI and Advanced Technology at the Center for Strategic and International Studies, join us with some of the answers. And of course, we have headlines in airpower. Thanks, GE!
8/29/2024 • 39 minutes, 7 seconds
Defense & Aerospace Daily Podcast [Aug 28, 24] Leonardo DRS Chairman and CEO Bill Lynn
Bill Lynn, former deputy defense secretary and current Leonardo DRS Chairman and CEO, joins Defense & Aerospace Report Editor Vago Muradian to discuss the budget outlook, growth markets in a tight budget environment, how the two presidential candidates would impact defense spending if elected, the impact of the Biden administration’s first ever defense industrial strategy, whether long-running reform efforts are changing how the Pentagon does business, how the company decides what to make in house and what to buy from suppliers as analysts suggest that vertical integration is increasingly key to accelerating programs and better controlling cost, how the Pentagon will regard industry for their investment as companies like Anduril raise private capital to develop weapons for the Pentagon, and a status report on Leonardo DRS as the second anniversary of it’s December 2022 listing approaches.
Todd Harrison of the American Enterprise Institute joins Defense & Aerospace Report Editor Vago Muradian to discuss the budget outlook as Congress prepares to return to DC early next month, the Pentagon’s innovation efforts, why vertical integration will be increasingly important for Pentagon contractors, Anduril’s growth strategy, and why former President Trump’s endorsement of a Space National Guard is a bad idea.
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 discusses his takeaways from the Democratic National Convention and compares national security messaging from both parties presidential campaigns, a growing sense that the Russo-Ukrainian war is approaching stalemate in 2025, his latest essay “The Four Rungs on the Defense Wall of Worry,” and a look at the week ahead.
8/26/2024 • 23 minutes, 40 seconds
Defense & Aerospace Report Podcast [Aug 24, ’24 Business 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 discuss Federal Reserve Chairman Jerome Powell’s statement that the central bank would cut interest rates by half a percent especially after employment figures were adjusted downward; Sierra Nevada wins the US Army’s High Accuracy Detection and Exploitation System or HADES spyplane contract; Boeing sells 36 new AH-64 helicopters to South Korea, but the company’s 777X jetliner is grounded after the company discovered a structural issue that will be expensive to fix; the last of 23 VH-92 helicopters were delivered to the Marine Corps by Lockheed Martin’s Sikorsky as the president’s new helicopter, but it can’t replace aging Blackhawks and Sea Kings until the new aircraft is cleared to land on the White House lawn; companies like Bell that selected Spirit AeroSystems for defense aerostructures work are said to be considering ending those contracts after Boeing buys its former unit; and NASA decides two astronauts stuck in space since their Boeing StarLiner experienced problems on its maiden flight to the International Space Station will return to earth aboard a SpaceX Crew Dragon spacecraft in February.
8/24/2024 • 34 minutes, 50 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Aug 23, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Cavas Ships co-host Chris Servello, 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 discuss takeaways from the Democratic convention that nominated Vice President Kamala Harris and Minnesota Gov. Tim Walz as the party’s candidates for president and vice president; national security themes from Chicago; Ukraine’s offensive into Russia continues as Russian forces gain ground in Donbas; Beijing protests senior US officials meeting with the Dalai Lama; Chinese and Philippine ships collide in the South China Sea; the Gaza war continues as hopes of a ceasefire fade; Iran wavers on attacking Israel; and top Israel security leaders warn that Jewish extremists represent an existential threat to Israel.
8/23/2024 • 51 minutes, 10 seconds
Defense & Aerospace Air Power Podcast [Aug 22, 24] Season 2 E31: Serve and Re-Serve
Modernization, low reenlistment, recruitment challenges, and re-orienting a force for great power competition aren’t just concerns for the active Air Force. We’ll talk these issues and more with the Chief of the Air Force Reserve, Lieutenant General John Healy. And of course, the week’s top headlines in airpower. All powered by GE!
James Chew, the global group director for aerospace and defense at Cadence Design Systems who also is the chair of the National Defense Industrial Association’s Science and Engineering Technology Division, joins Defense & Aerospace Report Editor Vago Muradian to discuss how DoD can better harness commercial innovation for military needs, the key to greater agility, making tradeoffs to field systems at the speed of relevance at affordable cost, impact of microelectronics investment and where else the government needs to invest to bolster US industrial capacity, and whether efforts to throttle adversary nations like China can succeed.
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dr. Darrell Bricker, the CEO of Ipsos Public Affairs who also advises on the agenda at the annual Halifax International Security Forum in Nova Scotia every November, discusses the latest polling in the US presidential race, top issues for voters and where national security ranks among their concerns, notion of immigration as a national security issue, how public perceptions can shape more thoughtful immigration policies, impact of vice presidential choices on race, impact of the Gaza war on Democrats and how unruly pro-Palestinian demonstrations could undermine Harris’ tough on crime image, perceptions of Israel in the wake of the Gaza war, global security concerns, perceptions of Russia and Ukraine as the war grinds on, and an update on right wing as well as populist movements worldwide with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss Ukraine’s continuing invasion that’s seized more than 1,000 square kilometers in Russia’s Kursk region, Moscow’s inability to stop Ukraine’s advance, how Vladimir Putin will respond, and whether Kyiv’s gambit will change the vector of the conflict; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses a draft paper by Arizona State University’s Hendrik Bessembinder — Which Stocks Generated the Highest Long-Term Returns — over the past century, Rheinmetall’s proposed $950 million acquisition of Loc Performance, Boeing’s big week for F-15 fighters as well as AH-64 helicopters and E-7 radar planes, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
8/19/2024 • 34 minutes, 38 seconds
Defense & Aerospace Report Podcast [Aug 18, ’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 Wall Street’s strongest strongest run in nine months on a brighter US economic forecast after lower than expected inflation; a big week for Boeing as Israel orders 50 new F-15 Eagle II fighters with plans to refurbish 25 older model jets, Poland commits to buying 96 AH-64 Apache attack helicopters, and the US Air Force puts the E-7 radar plane under a development contract; coming off record earnings, Rheinmetall proposes the $950 million acquisition of Loc Performance, a Michigan based engineering company with a role on key US Army’s vehicle programs as well as agricultural and construction equipment; the Global Business Travel Association says that business travel won’t return to pre pandemic levels until 2027; and Ukraine’s widening invasion of Russia.
8/18/2024 • 47 minutes, 44 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Aug 16, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, 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 discuss a US presidential race that continues to tighten as Democrats will gather next week in Chicago for their nominating convention, Harris’ and former President Trump’s national security views, Ukrainian forces’ depending attack into Russia, the State Department’s export control exemptions to realize the AUKUS partnership for new nuclear attack submarines or other technologies, Japanese Prime Minister Fumio Kishida’s decision to step down at the end of the month, US-Japan-Korea relations deepen as South Korean President Yoon Suk Yeol proposes a new North Korea policy, Israel steps up operations in Gaza compounding the humanitarian crisis in the enclave as Iran and its proxies continue to deliberate on how to respond to Israel’s recent assassination of top Hamas and Hezbollah leaders as Israel redraws the West Bank to permanently preclude a possible future Palestinian state.
8/16/2024 • 55 minutes
Defense & Aerospace Air Power Podcast [Aug 15, 24] Season 2 E30: Good Year for Eagles
The F-15EX Eagle II isn’t your (grand) father’s fighter. It’s in demand around the world. We’ll find out all about it – and hints of things to come -- from Mark Sears, Boeing’s VP of Fighters, and Rob Novotny, their Director of Business Development for Fighters. And we have the week’s top headlines in airpower. All powered by GE!
8/15/2024 • 42 minutes, 54 seconds
Defense & Aerospace Technology Report [Aug 14, 24] Dan Fata & Miles Taylor on Station DC
On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next January in Washington, sponsored by Clarion Defence, Dan Fata, a former deputy assistant secretary of defense for Europe and NATO during the Bush administration who is now the principal at the Fata Advisory consultancy, and Miles Taylor, the former chief of staff at the department of homeland security who is now with the new technology advisory firm Washington Office, discuss the new DC chapter of the Capital Factory in Austin — Station DC — that aims to become the nexus of the technology ecosystem in Washington, the importance of bringing together the entire tech community from small firms to heritage primes and everything in between, Station DC’s role in bringing together industry, the Pentagon as well as lawmakers, the bottlenecks innovative firms see as impediments to progress and more with Defense & Aerospace Report Editor Vago Muradian. To learn more about the Apex conference, sponsorship and attendance opportunities please visit apexdefense.org
8/14/2024 • 29 minutes, 48 seconds
DEFAERO Strategy Series [Aug 13, 24] Mark Montgomery on Defending Taiwan
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Mark Montgomery, a retired US Navy rear admiral who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and the executive director of the Cyber Solarium 2.0 project, discusses his recent participation in a wargame in Taiwan that explored how China can economically coerce the island democracy in ways below the threshold for a US response, how Washington and its allies need to rethink their approach to Beijing’s novel techniques to undermine Taiwan and other regional governments, efforts to better bring together Indo-Pacific and European allies toe better deter China, whether US efforts to bolster its warfighting capabilities are making progress quickly enough to continue deterring Beijing, and the role of US Air Force B-2 bombers in the recent sinking of a decommissioned amphibious assault ship and the need for more and longer-range anti-ship weapons with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss Ukraine’s offensive into Russia’s Kursk region; whether the risks of the operations are worth the rewards; how Moscow will respond; and what to expect from the Army 2024 arms show; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses takeaways from the National Defense Industrial Association’s Emerging Technologies conference last week; Anduril’s move to raise $1.5 billion for a giant new production facility for large-scale unmanned systems production; prospects for a wider regional war as Iran considering attacking Israel after Jerusalem assassinated key Hezbollah and Hamas leaders; Ukraine’s attack into Russia; polling in US presidential race and Vice President Harris’ national security stance; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
8/12/2024 • 34 minutes, 34 seconds
Defense & Aerospace Report Podcast [Aug 11, ’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 world markets rocked by Japan’s biggest stock plunge since 1987; Boeing’s new CEO Kelly Ortberg tells employees he and his team will be walking factory floors — and does so on Day One at the company’s helm; NASA suggests that two astronauts launched on Boeing’s StarLiner spacecraft in June might have to be recovered by SpaceX next February; Rheinmetall posts record-breaking sales; Anduril raises $1.5 billion to “rebuild the arsenal of democracy” by “hyperscale” hiring, investment and facilities for new weapons production; a Voepass airlines ATR 72 regional turboprop crashed outside Sao Paolo killing all 62 aboard; British Airways and Virgin have both suspended flights to China; and Joby Aviation claims it will start commercial air taxi services in Dubai next year.
8/11/2024 • 59 minutes, 29 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Aug 09, ’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 discuss Vice President Harris’ decision to tap Minnesota Gov. Tim Walz as her running mate as the Democratic ticket gains ground on former President Trump and his running mate, Ohio Sen. JD Vance; Ukraine launches an offensive into Russia; the leaders of the United States, Egypt and Qatar call on Israel and Gaza to strike a ceasefire that would release hostages and end bloodshed in the devastated Palestinian enclave; Australia and America deepen their already deep partnership; Norway joins a US carrier deployment in the Pacific; Germany joins the UN Command policing the inter-Korean border; and Pentagon acquisition and sustainment chief Bill LaPlante is seeking weapons cooperation across the Indo-Pacific.
8/9/2024 • 56 minutes, 13 seconds
Defense & Aerospace Air Power Podcast [Aug 08, 24] Season 2 E29: Deadline Every Minute
It’s been a very busy few weeks in airpower, with a new blue-ribbon panel to reconsider NGAD and NGAS, FLRAA going into full scale development, F-16s arriving in Ukraine, and much more. Aviation Week defense editor Steve Trimble helps make sense of it all, including the top headlines in airpower. Powered by GE!
Justin Sherman, the founder of Global Cyber Strategies advisory firm and nonresident fellow at the Atlantic Council’s Cyber Statecraft Initiative, discusses the new report he authored — “Russia’s Digital Tech Isolationism: Domestic Innovation, Digital Fragmentation, and the Kremlin’s Push to Replace Western Digital Technology” — how Moscow uses its digital technology for global advantage, impact of sanctions that have driven a rise in domestic capability and greater partnership and reliance on China, the global market for Russian and Chinese digital technologies among nations that want to operate outside US and Western sanctions, how to counter Russian dis and misinformation, and outlook for social media regulation in Washington with Defense & Aerospace Report Editor Vago Muradian.
8/7/2024 • 38 minutes, 24 seconds
DEFAERO Strategy Series [Aug 06, 24] Dmitri Alperovich
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dmitri Alperovich, the chairman of Silverado Policy Accelerator think tank who co-founded the cyber security giant CrowdStrike , discusses the new book he coauthored with Garrett Graff — “World on the Brink: How America Can Beat China in the Race for the Twenty-First Century.” — similarities and lessons from the West’s Cold War competition with the Soviet Union, why China is more vulnerable than the Soviet Union and how the West can win the contest, how best to cooperate with Beijing, and a report card on US efforts to improve cyber security with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss last week’s deal that saw Russia exchange innocent Americans and Russian activists for Russian assassins, spies and hackers, and whether the deal will prompt Moscow to take more hostages in the future; update on the Ukraine war and growing worries that Kyiv is losing the conflict and if so, what Western nations can do to change the battlefield dynamic; a new Duma law that prohibits soldiers from using their personal electronic devices on the front; and how Vice President Harris and those around her regard Russia, Ukraine and NATO; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the sharp market drop on Aug. 5, 2024, and how global worries impacted defense and aerospace equities; a look at Boeing’s results last week and news that Kelly Ortberg will succeed Dave Calhoun as the giant’s CEO; defense budget prospects as Senate appropriators cleared 11 of 12 spending bills before leaving town for August; prospect of a wider Middle East war war as Iran vows retaliation after Israel assassinated top Hezbollah and Hamas leaders, including one in Tehran; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
8/5/2024 • 36 minutes, 37 seconds
Defense & Aerospace Report Podcast [Aug 03, ’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 Wall Street meltdown on a sharper than expected drop in new jobs even as the Federal Reserve said rate cuts are imminent; Boeing taps one of the industry host highly regarded retirees — former Collins CEO Kelly Ortberg — as its new chief executive as the company also reports dismal earnings and needs to raise capital; Airbus, BAE Systems, MTU, and Rolls-Royce also report earnings; and the Air Force says still going to develop a new, six-generation manned fighter even as it rethinks the penetrating counter air portion of the Next-Generation Air Dominance program.
8/4/2024 • 57 minutes, 22 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Aug 02, ’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 Senate’s mark up of four appropriations bills including defense; the decision to exchange Russian killers, spies and thugs to free American reporters and rights activists from captivity in Russia; soaring tensions in the Middle East after Israel assassinated two Hamas and one Hezbollah leader and whether Israeli Prime Minister Bibi Netanyahu’s goal is a wider regional war; Russia’s steady advance in Ukraine; China hacks into Germany’s cartography office as America revamps its Indo-Pacific relationships to better deter Beijing; and a look at the US presidential race and possible candidates to serve as Vice President Kamala Harris’ running mate.
8/2/2024 • 51 minutes, 30 seconds
Defense & Aerospace Air Power Podcast [Aug 01, 24] Season 2 E28: Sea Spirit
The US Air Force has sunk a Navy ship -- with a new anti-ship weapon launched from a B-2. We’ll get into the implications with the Sagamore Institute’s Dr. Jerry Hendrix, a retired US Navy captain, naval aviator and strategist. And CSIS’s Dr. Tom Karako comes by to update us on the latest in air and missile defense around the world. Plus the top headlines in airpower. Powered by GE!
Former Deputy Defense Secretary David Norquist who is now the president and CEO of the National Defense Industrial Association and Dr Arun Seraphin who runs NDIA’s Emerging Technologies Institute, join Defense & Aerospace Report Editor Vago Muradian to discuss the US budget outlook as Congress is expected to opt for another continuing resolution to fund government rather than legislation; impact of funding uncertainty on the very innovation ecosystem the Pentagon is courting; what to expect from the ETI conference in Washington Aug. 7-9; role of supplemental in driving innovation, bolstering supply chains and production capacity; feedback from the association’s membership; defense impacts irrespective of Harris or Trump victory in November; and Boeing’s decision to tap former Collins CEO Kelly Ortberg as the company’s next chief executive.
On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next January in Washington, sponsored by Clarion Defence, Air Commodore Blythe Crawford, the commandant of the Royal Air Force’s Air and Space Warfare Center, joins Defense & Aerospace Report Editor Vago Muradian to discuss the nature of innovation and the need for greater agility, the right and wrong lessons from Russia’s war on Ukraine, the big problems that need solving, grading progress, issuing many small but demanding contracts to help determine the innovative companies that can delivery from those that can’t — and documenting the results — and keys to driving culture change. To learn more about the Apex conference, sponsorship and attendance opportunities please visit apexdefense.org
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 Office of Management and Budget’s midyear review that shows lower deficit projections than the Congressional Budget Office; budget outlook as Congress moves to again opt for a continuing resolution rather than passing a budget bill; analysis of second quarter earnings and management statements on budget and profit outlook; thoughts on the “Economic Consequences of Weak Governance and Policy Instability” hosted by The Budget Lab at Yale University and The Niskanen Center think tank; takeaways from the Farnborough International Air Show; and a look at the week ahead.
7/29/2024 • 28 minutes, 7 seconds
Defense & Aerospace Report Podcast [Jul 27, ’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 an upcoming week on Wall Street after a shaky start on lower than expected inflation and strong profits; American Airlines joins Delta and United in posting muted earnings prompting questions whether the jetliner market is cooling as the world’s aerospace and defense leaders gathered at a muted Farnborough Air Show; Boeing nears an announcement of a new CEO; Leonardo CEO Roberto Cingolani says that he’s “personally” ok with Saudi Arabia joining Britain and Japan in the Global Combat Air Program even as Japanese officials suggest doing so would create reputational risk; and Babcock, Bombardier, Booz Allen Hamilton, Dassault, General Dynamics, General Electric, L3 Harris, Lockheed Martin, Northrop Grumman, RTX, Textron and Thales all report earnings.
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss the grim outlook for the National Defense Authorization Act and appropriations; Vice President Kamala Harris’ first week at the top of the ticket; President Biden explains why he decided it was time to hand the reins to a new generation; the vice presidential sweepstakes; Israeli Prime Minister Bibi Netanyahu becomes the first ever foreign leader to address a joint session of Congress four times as Jerusalem strikes Houthi targets 2,000 kilometers away in Yemen after the Iran -backed group killed one and wounded 10 in a drone attack that leaked past air defenses and struck a Tel Aviv apartment building; and three key train lines in France are targeted with arson attacks that derailed travel plans for hundreds of thousands heading to the summer Olympic Games in Paris.
7/26/2024 • 56 minutes, 17 seconds
Defense & Aerospace Air Power Podcast [Jul 25, 24] Season 2 E27: Fresh from Farnborough
We get updates on major programs -- and visions of the future -- from Greg Ulmer, the head of Lockheed Martin Aeronautics, and General Atomics CEO Dave Alexander. Plus the top headlines in airpower. Powered by GE!
7/25/2024 • 39 minutes, 55 seconds
Defense & Aerospace Daily Podcast [Jul 24, 24] RUSI's Dr Jack Watling
Dr. Jack Watling, the senior research fellow for land warfare at the Royal United Services Institute, discusses takeaways from RUSI's flagship land warfare conference this week in London, the future of land warfare, learning the right lessons from Russia's war on Ukraine and avoid the wrong ones, how the ubiquity of unmanned aerial systems changes land warfare, whether militaries are implementing lessons to improve capabilities, the sweet spots for vehicle weight as well as armament, need for more air and missile defenses as well as long-range fires, why NATO has to ready for future attack by Russia as leaders in Moscow make clear their next target after Ukraine is the alliance, an update on the Ukraine war and why Kyiv's position remains precarious despite US and Western aid with Defense & Aerospace Report Editor Vago Muradian.
On today's program, sponsored by HIl, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses implications of President Biden’s decision against standing for reelection; whether defense sentiment would change if Vice President Harris’ running mate is a former military leader like Sen. Mark Kelly, D-Ariz., or retired Adm. Bill McRaven; why defense stocks in 2024-25 are unlikely to perform as they did in 2016; why 2025 will be a pivotal year for the Russo-Ukrainian war; the US Air Force's agreement with Boeing to start development work on the E-7 radar plane and decision to accept Block 40 TR3 versions of the F-35 Lightning Il fighter; expectations from the Farnborough International Airshow and earnings expectations from leading US firms; why US defense stocks have lagged the broader market; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
7/23/2024 • 32 minutes, 52 seconds
Defense & Aerospace Daily Podcast [Jul 22 24] Biden Drops Out, Our Team Weighs In
On today’s program, sponsored by HII, 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 President Biden’s decision to drop his reelection bid and endorse Vice President Kamala Harris, what’s next as the Democratic Party works to revamp its ticket, how Harris can broaden her appeal, and possible running mates.
7/22/2024 • 44 minutes, 35 seconds
Defense & Aerospace Report Podcast [Jul 20, ’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 a down broader market but a good week for defense and aerospace; the US Air Force strikes a deal with Boeing to buy E-7 radar planes and has agreed to accept the long-delayed Block 4 Technology Refresh 3 version of Lockheed Martin’s F-35 Lightning II; Hexcel, Saab, Textron and United report earnings as other leading companies prepare to report earnings next week; Babcock pre-announces another 90 million pound charge on its Type 31 frigate; takeaways from the Royal International Air Tattoo as the global defense and aerospace industry prepares to convene next week at the Farnborough Air Show.
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 budget process as the Republican Party nominates Donald Trump as its presidential candidate and Ohio Sen. JD Vance as vice president; speculation President Biden said to be increasingly open to stepping aside; New Jersey Sen. Bob Menendez is found guilty, worries rise that Ukraine is in danger of losing to Russia; after saying he wouldn't fight for Taiwan, Trump suggests that he might support the island nation if Taipei pays more for its security; Britain's defense review; and the Gaza war grinds on and a Houthi missile hits a Tel Aviv apartment building killing one and wounding 10.
7/19/2024 • 54 minutes, 9 seconds
Defense & Aerospace Air Power Podcast [Jul 18, 24] Season 2 E26: Global Perspective
This week, three great airpower minds — Major General Jonas Vikman, chief of the Swedish Air Force; retired Air Marshal Greg Bagwell, president of the Air and Space Power Association; and Dean David Deptula of the Mitchell Institute — look at today’s challenges and the next generation. Plus the top headlines in airpower!
7/18/2024 • 46 minutes, 20 seconds
Defense & Aerospace Daily Podcast [Jul 17 24] Latest Cyber Headlines w/ CSIS' Dr Jim Lewis
Dr. Jim Lewis, the director of the Strategic Technologies Program at the Center for Strategic and International Studies, discusses the cyber implications of the Supreme Court’s decision to overturn the “Chevron” precedent that gave US government agencies broad power to interpret legislation, prospects for more cyber-related congressional action, what needs to be on lawmaker’s to do list, the need to dramatically expand the cyber workforce, assessing the cyber elements of the two presidential campaigns, balancing freedom of speech with the need to counter disinformation in reigning in social media firms, and more with Defense & Aerospace Report Editor Vago Muradian.
7/17/2024 • 28 minutes, 26 seconds
Strategy Series [Jul 16, 24] Webster & McGinn on Industrial Supply takeaways from NATO Gathering
Keith Webster, the president of the defense and aerospace council at the US Chamber of Commerce — who last week hosted the defense industrial forum at NATO’s 75th anniversary summit —and Dr. Jerry McGinn, the director of the Baroni Center for Government Contracting at George Mason University, discuss defense industrial takeaways from the gathering of alliance leaders last week in Washington, how to improve industrial capacity, balancing Buy American with Buy Allied sentiments, and more with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, and former Pentagon Comptroller Dr. Dov Zakheim discuss the political implications of the assassination attempt on former President Trump during a campaign rally in Pennsylvania and whether efforts to dial down toxic political rhetoric will succeed as the GOP holds its nominating convention this week in Milwaukee; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses assassination attempt, takeaways from the NATO summit, Senate appropriations and authorization language, whether the House will embrace the Senate’s proposal to increase defense spending, a look at this month’s Treasury figures and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
7/15/2024 • 40 minutes
Defense & Aerospace Report Podcast [Jul 14, ’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 another winning Wall Street week; assassination attempt on former President Trump; NATO’s 75th anniversary summit; accusation that Russia is planned to kill Rheinmetall’s CEO Armin Papperger; Boeing pleads guilty to avoid criminal prosecution as questions rise whether the deal will impact the giant’s defense business as the company’s 777-X jetliner makes a key FAA certification flight and its machinists prepare to vote whether to strike; top USAF officer expects Next Generation Air Dominance award by year’s end despite recent comments by senior service leaders; Air Lease reports earnings as Hexel, Textron and others prepare to report.
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 Senate’s appropriations figures and version of the National Defense Authorization Act; more House nonsense, calls for President Biden to step aside in the wake of his poor debate performance that raised questions about his fitness for office; a highly successful 75th anniversary NATO summit during which allies increased support for Ukraine, labeled China “the decisive enabler” for Russia’s war on Ukraine, brought together European and Indo-Pacific leaders, adopted a new industrial strategy to increase weapons production and defense cooperation, and Washington’s plan to return long-range strike missiles to Germany starting in 2026; Iran’s new president; and glimmers of hope for a deal that will end fighting in Gaza.
7/12/2024 • 59 minutes, 10 seconds
Defense & Aerospace Air Power Podcast [Jul 11, 24] Season 2 E25: Who’s the (Air) Boss?
Every year, the world’s air and space chiefs gather in London to learn the latest, compare notes, and plan for the future. We’ll get an advance look into the major issues with RAF Director of Defense Studies Group Captain Paul Sanger-Davies, who is orchestrating the entire event. Plus top headlines in airpower. Powered by GE!
7/11/2024 • 37 minutes, 51 seconds
Daily Pod [Jul 10, 24] Sam Bendett & Eugene Rumer on Russia, Ukraine and the On-going Conflict
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 discuss takeaways from NATO’s 75th anniversary summit in Washington including pledges of long-term aid to Ukraine as well as new air defense and other weaponry, the future of the Atlantic Alliance after the November election, how European leaders would work with a new Trump administration, an update on the Ukraine war as US officials suggest Kyiv is no longer in danger of losing, prospects for ending the conflict, latest on battlefield capabilities including unmanned systems, how China is helping Russian disinformation across the global south, and Indian Prime Minister Narendra Modi’s very different meeting with Vladimir Putin that indicates the Russian leader is far from isolated with Defense & Aerospace Report Editor Vago Muradian.
7/10/2024 • 30 minutes, 9 seconds
DEFAERO Strategy Series [Jul 09, 24] McInnis & Fata on NATO Burden Sharing
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dr. Kathleen McInnis, the director of the Smart Women, Smart Power program at the Center for Strategic and International Studies, and CSIS Senior Fellow Dan Fata, who served as the deputy assistant secretary of defense for Europe and NATO during the Bush administration, discuss the need to expand the view of burden sharing with allies beyond military and hardware spending to infrastructure and other investment that enhances the alliance’s deterrence and warfighting capabilities, how to more efficiently direct resources as nations spend more money, concerns that Donald Trump will reduce support for NATO should he return to the White House, and why so many are gloomy about the alliance’s 75th anniversary gathering in Washington even as NATO has dramatically improved its spending, war planning, exercises and preparedness over the past few years with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses Japan’s defense sector as Tokyo surges military spending to 2 percent of GDP by 2027, a review of historical investment trends as senior Pentagon officials express frustration with industry share buybacks that were only approved by the SEC legalized in 1982, a look and NATO defense industrial themes as leaders gather in Washington to commemorate the 75th anniversary of the Atlantic Alliance, how a change in US leadership could shape allied investment plans, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
7/8/2024 • 31 minutes, 13 seconds
Defense & Aerospace Report Podcast [Jul 06, ’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 aerospace and defense stock performance as Wall Street edges higher on jobs figures and a stronger dollar, Sir Kier Starmer becomes Britain’s first Labour prime minister in 14 years as John Healey becomes defense secretary, France holds its second election round, Boeing appears to eye settlement to avoid criminal trial, Air Force Secretary Frank Kendall floats notion of a Next Generation Air Dominance fighter that’s a third the price of the current plane or around the cost of an F-35, China’s JF-31 is reportedly about to enter service, Leonardo partners with Rheinmetall to lock up Italy’s 20 billion euro land systems modernization market, and Universal Hydrogen — once seen as the future of clean energy — folds.
7/7/2024 • 55 minutes, 30 seconds
Defense & Aerospace Report Podcast [Jun 29, ’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 stocks drop after a three-week winning streak, impact of Airbus profit and deliveries warning across the sector, a disastrous US presidential debate as Britain and France hold key elections, Justice Department investigators recommend criminal charges against Boeing of criminal conspiracy over two deadly 737 crashes that killed 346, Boeing’s ongoing acquisition of Spirit AeroSystems, Anduril reportedly is poised to raise $1.5 billion in funding, DoD’s Replicator program is funded to $1 billion and the U.S. Army wants more than 1000 Switchblade 600 loitering munitions from AeroVironment in the next year.
6/30/2024 • 1 hour, 52 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Jun 28, ’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 disastrous US presidential debate and its impact on perceptions of the United States and American global leadership; analysis of the security implications of elections in France, Iran and Britain; analysis of defense, State Department and Foreign Operations, as well as Homeland Security appropriations; efforts by GOP lawmakers to keep Steve Bannon from going to jail for contempt of Congress and imprison Attorney General Merrick Garland on the same charge; the implications of recent primary outcomes including the defeat of progressive Rep. Jamal Bowman, D-NY, by centrist George Latimer; what to expect from NATO’s upcoming 75th anniversary summit including proposal to “bridge” Ukraine toward membership; China and North Korea continue to ratchet up regional tensions as WikiLeaks founder Julian Assange accepts US plea deal to return to Australia; Israel’s defense minister visits Washington as Jerusalem and Beirut make a “handshake” deal to avoid war, and impact of Israel’s Supreme Court decision to allow government to draft orthodox students into IDF service.
6/28/2024 • 58 minutes, 48 seconds
Defense & Aerospace Daily Podcast [Jun 27, 24] Asst Sec of the Army Doug Bush
On this episode of our Land Warfare program, sponsored by American Rheinmetall, Doug Bush, the assistant secretary of the Army for acquisition, logistics and technology, joins Defense & Aerospace Report Editor Vago Muradian to discuss Ukraine war lessons that are shaping US Army acquisition efforts, increasing the adoption of novel technologies into core acquisition efforts, progress in increasing ammunition production and what will be needed to further surge if needed, role of allies and partners in increasing weapons and munition capacity, the Army’s central role in global US military logistics, the service’s new software policy that some claim will discourage innovative firms from pursing contracts, and 2026 budget pressures and how the service would spend more money if Congress raises funding levels.
6/27/2024 • 36 minutes, 7 seconds
Defense & Aerospace Air Power Podcast [Jun 26, 24] Season 2 E24: China Patterns
China’s accelerating air capabilities are complicating U.S. planning, and may have led to a delay in the Next-Generation Air Dominance program. In this expanded edition, Dr. Brendan Mulvaney, Director of the China Aerospace Studies Institute at National Defense University, will help us understand just how fast Bejing is moving. And futurist Clint “Q” Hinote, formerly head of Air Force planning, on what to do about it. Powered by GE!
On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next January in Washington, sponsored by Clarion Defence, Rob Harper, the co-founder and chief executive of Rowden Technologies, discusses lessons that shaped the innovative British AI, data and machine learning company, lessons from the Ukraine war, the future of AI and how best to harness the technology for military applications, what human control of AI-enabled systems means, adapting commercial AI tools like GPT-4 for military uses, what governments can do to accelerate the adoption of innovative technologies, how small companies can negotiate the “valley of death” with Defense & Aerospace Report Editor Vago Muradian. To learn more about the Apex conference, sponsorship and attendance opportunities please visit apexevents.org
On today’s program, sponsored by HII, Dr. Eugene Rumer, the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, and Sam Bendett of the Center for Naval Analyses, discuss the dead terror attacks on two churches and a synagogue in Dagestan, Ukraine’s deadly strikes on Sevastopol, the first anniversary of late Wagner boss Yevgeny Prigozhin’s run on Moscow, and analysis of Vladimir Putin’s trips to North Korea and Vietnam last week; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses potential flaws with the Congressional Budget Office’s debt projections, a defense spending update, update on whether Congress will increase defense spending, analysis of former National Security Adviser Dr. Robert O’Brien’s Foreign Affairs article, whether defense will feature in the June 27 presidential debate, the industrial implications of recent major program cancellations or delays, Northrop Grumman’s B-21 Raider bomber statement, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
6/24/2024 • 40 minutes, 55 seconds
Defense & Aerospace Report Podcast [Jun 22, ’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 defense and aerospace stock performance on a jittery Wall Street, Boeing CEO Dave Calhoun’s testimony before the Senate about the company’s problems and accusations management put profit ahead of safety, helium leaks and thruster problems prompt NASA to keep Boeing’s Starliner spacecraft in orbit longer than planned, the Boeing-led upgrade of B-52 Stratofortress bombers is delayed by three years to 2033, Israel to receive more F-15 fighters, Northrop Grumman announces a cost cap increase on B-21 Raider stealth bomber, and takeaways from the Eurosatory 2024 land warfare tradeshow and conference.
6/22/2024 • 50 minutes, 14 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Jun 21, ’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 Senate Armed Services Committee boost to defense spending as details of it’s version of the National Defense Authorization Act emerge, the White House surges air defense weapons to Ukraine and broadens Kyiv’s ability to use US weapons to strike Russia, Vladimir Putin visits North Korea and Vietnam to ink a mutual security pact with Pyongyang and deepen relations with Hanoi, House Intelligence Chairman Mike Turner blasts the Biden administration for not disclosing details of Russia’s plans to put a nuclear capability in space and doing more to stop it, announcement that outgoing Dutch Prime Minister Mark Rutte will succeeded Jens Stoltenberg as NATO’s 14th secretary general, China ratchets up tensions against the Philippines, Bibi Netanyahu accuses Washington of withholding weapons — a charge the White House denies — as the Israel Defense Force increasingly finds itself at odds with the country’s own prime minister.
6/21/2024 • 54 minutes, 20 seconds
Defense & Aerospace Daily Podcast [Jun 20, 24] Talking Air & Land
On today’s first ever Air-Land episode, JJ Gertler, the co-host of The Air Power Podcast, sponsored by GE Aerospace, discusses the US Air Force’s re-consideration of the fighter element of its centerpiece Next Generation Air Dominance program in the wake of both the changing nature of the threat and how US forces are likely to fight in the future; and in our Land Warfare update, sponsored by American Rheinmetall, Dan Roper of the Association of the United States Army discusses key themes from the biennial Eurosatory 2024 land systems tradeshow and conference with Defense & Aerospace Report Editor Vago Muradian.
6/20/2024 • 31 minutes, 13 seconds
Strategy Series [Jun 18, 24] Sam Bendett & Eugene Rumer on Russia, Ukraine and the On-going Conflict
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, discuss the cou tours of the war as Moscow presses its offensive and Ukraine responds with new Western weapons and permission to use them against targets in Russia, how Ukraine is using Western weapons to change the strategic dynamic in Crimea, Russian forces learn lessons but still relies on artillery and manpower, the G7’leaders key to supporting Ukraine will survive elections as Russia and China undermine support for them, whether efforts to undermine Putin will succeed, how newly appointed Defense Minister Andrey Belousev is revamping Russia’s military, new tactics and weapons in war, Putin visits North Korea for more support and if Washington can pressure Beijing to halt its military assistance for Moscow, and where Putin’s red lines truly lie as the Russian leader once again resorts to nuclear saber rattling with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the Senate Armed Services Committee’s decision to increase proposed 2025 defense spending by $25 billion — $30 billion less than Ranking Member Sen. Roger Wicker proposed in his recent plan — to more quickly improve US military capabilities to better deter China and Russia — and whether the added funding will also be approved by the House that just passed its $895 billion National Defense Authorization Act, the Air Force recently equivocation about its centerpiece Next Generation Air Dominance program and tight 2026 budget and threat factors that may be driving the change, implications of the rise of the hard right particularly French right on European defense, takeaways from the G7 meeting in Italy, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
6/17/2024 • 28 minutes, 25 seconds
Defense & Aerospace Report Podcast [Jun 16, ’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 Wall Street holds gains as defense and aerospace stocks are battered, European markets plunge after far right political parties fared in European Parliament elections prompting French President Emmanuel Macron to announce a snap election, facing budget pressures the US Air Force is considering slowing or even cancelling its centerpiece Next-Generation Air Dominance program just weeks before picking whether Boeing or Lockheed Martin will win the contract prompting frustration across companies that invested billions of dollars in technology to win and facilities to execute the program, the FAA investigates fake titanium parts from a Chinese supplier that made it into Airbus and Boeing jetliners, the G7 toughens its stance on Russia and China as Vladimir Putin vows retaliation, takeaways from the ILA Airshow in Berlin and what to expect from the Eurosatory ground systems show in Paris next week.
6/16/2024 • 50 minutes, 12 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Jun 14, ’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, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss the House Armed Services Committee’s $895 billion National Defense Authorization Act that includes “poison pills for Democrats,” the House’s defense appropriations measure as the Senate Armed Services Committee finishes marking its version of the NDAA, speculation that pressures in the 2026 budget that’s now under construction is forcing the US Air Force to reconsider its flagship Next-Generation Air Dominance program, former President Trump’s meeting with GOP lawmakers on Capitol Hill as they vow revenge against the justice system and hold Attorney General Merrick Garland in contempt, a consequential G7 meeting that provides $50 billion in assistance to Ukraine backed by seized Russian assets, new sanctions on Russia, the new 10-year security pact signed by President Biden and Ukrainian President Volodymyr Zelenskyy, Vladimir Putin vows retaliation saying the West has “crossed the point of no return” while sending a frigate and submarine to Cuba to intimate Washington as the US Navy docks the attack submarine USS Helena at Guantanamo Bay, China harasses a Dutch ship in the East China Sea, and what’s next as Israel presses ahead with its Gaza campaign and Hezbollah increases rocket fire into Northern Israel.
6/14/2024 • 1 hour, 1 minute, 4 seconds
Defense & Aerospace Air Power Podcast [Jun 13, 24] Season 2 E23: Target Insight
Hot wars mean a very hot air power market. Fortunately, the number one aerospace market analyst in the world just happens to be our friend Richard Aboulafia of the AeroDynamic Advisory consultancy. We focus his global strategic expertise on airpower, with illuminating results. Powered by GE!
6/13/2024 • 33 minutes, 59 seconds
Defense & Aerospace Daily Podcast [Jun 12, 24] Former Ambassador to Israel Jim Cunningham
Amb. Jim Cunningham, former ambassador to Afghanistan, Israel, the United Nations, and consul general to Hong Kong and Macau, discusses the flaws with Israel’s strategy against Hamas in Gaza that’s undermined global support for the Jewish state, whether the damage is lasting, the importance of a two-state solution to lasting peace and implications of a one-state solution, whether Israeli strategy would change under new leadership in Jerusalem and why American efforts to pressure Israel are so difficult, and countering Iran’s malign efforts in the region and beyond as Tehran grows steadily more emboldened as it inches closer to a nuclear capability with Defense & Aerospace Report Editor Vago Muradian.
6/12/2024 • 37 minutes, 35 seconds
DEFAERO Strategy Series [Jun 11, 24] Blackwill & Fontaine on the Lost Decade
On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Amb. Bob Blackwill, a retired American diplomat and former ambassador to India who is now the Henry A. Kissinger senior fellow for foreign policy at the Council on Foreign Relations, and Richard Fontaine, the president and CEO of the Center for a New American Security discuss their new book — Lost Decade: The US Pivot to Asia and the Rise of Chinese Power — that dissects the Obama administration’s Asia Pivot that wasn’t and the gains that China has made over the past decade as a case for a more holistic US grand strategy toward Beijing and the world with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses Senate Armed Services Committee Ranking Member Se. Roger Wicker’s plan to quickly bolster US military capabilities to better deter China and Russia, whether the plan stands a change of success and outlook for defense authorizations and appropriations through the end of the year, the role of allies and partners in bolstering American and allied capabilities, look ahead to the G7 summit in Bari, Italy, defense and aerospace implications of far right gains in EU parliamentary elections that prompted French President Emmanuel Macron to call snap election, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
6/10/2024 • 32 minutes, 43 seconds
Defense & Aerospace Report Podcast [Jun 08, ’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 aerospace and defense stock performance on Wall Street on stronger than expected US jobs growth dampens prospect of rapid interest rate cuts as the European Central Bank cuts borrowing rates; Airbus, Boeing and Embraer report May deliveries; Boeing’s CEO Dave Calhoun to testify before Congress on June 18 as the company’s Starliner spacecraft makes its maiden launch to orbit; SpaceX’s giant Starship makes its fourth and most successful flight; Chemring issues results and Kongsberg holds its capital markets day; more Eurofighters for Germany, more F-35s for Israel and France pledges Mirage jets to Ukraine; our team’s takeaways from visits to Poland and Washington; and the legacy of Apollo 8 astronaut and former General Dynamics Chairman and CEO Bill Anders who died June 7 at age 90 when his T-34 crashed in Washington state.
6/9/2024 • 56 minutes, 6 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Jun 07, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of the American Defense International lobbying firm, 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 and Senate’s defense budget moves and whether House amendments will stymie progress, prospects for SASC Ranking Member Sen. Roger Wicker’s proposal to dramatically increase defense spending, appropriations update, controversial new members for the House Intelligence and Armed Services Committees, President Biden and French President Emmanuel Macron make a powerful case why the democracies must continue to battle autocracies on the 80th anniversary of the D-Day landings as a week after his felony conviction Donald Trump and the GOP leadership vow retaliation against the legal system and the former president’s opponents, Biden issues an executive order that closes the border to asylum seekers, Ukraine uses US weapons to weaken Russia’s hold on Crimea, India’s Narendra Modi is reelected to a third term, but his Bharatiya Janata Party loses seats, rising tensions on the Korean Peninsula, and Israel increases the past of its Gaza operation in the face of rising civilian casualties and increasing international pressure as Bibi Netanyahu continues to cling to power.
6/7/2024 • 59 minutes
Defense & Aerospace Air Power Podcast [Jun 06, 24] Season 2 E22: Past & Present
This week, we look at today’s airpower and yesterday’s. Dr. Tom Karako of CSIS brings us current on air and missile defense in the Middle East, Ukraine, and elsewhere. And a new monument to an American airman you may not have heard of; Kevin Billings joins us with the story of London’s new Billy Fiske memorial. Plus airpower headlines. Powered by GE!
6/6/2024 • 36 minutes, 18 seconds
Defense & Aerospace Technology Report [Jun 05, 24] Bryan Clark on The New Iron Triangle
On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next January in Washington, sponsored by Clarion Defence, Bryan Clark, the director of the Center for Defense Concepts and Technology at the Hudson Institute think tank, discusses his June 12 Apex event — The New Iron Triangle: Achieving Adaptability and Scale in Defense Acquisition — highlighting a new report on how to better deliver needed capabilities at scale, challenges with the venture capital approach to funding a new crop of innovative defense companies and the government’s role in shepherding the worthiest ones to success, role of profit policies and prospect that government contractors can make commercial returns, lessons from the US Air Force’s recent Collaborative Combat Aircraft awards, role of modularity, open architectures and rejecting nationality requirements in crafting a truly allied industry capability to address equipment needs and more with Defense & Aerospace Report Editor Vago Muradian. To learn more about the Apex conference, sponsorship and attendance opportunities please visit apexevents.org
6/5/2024 • 34 minutes, 9 seconds
DEFAERO Strategy Series [Jun 04, 24] Hoehn & Shanker on the Age of Danger
On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Andy Hoehn, the former deputy assistant secretary of defense for strategy during the Bush administration who is now the senior vice president for research and analysis at the Rand think tank, and Thom Shanker, a former New York Times deputy Washington editor who is now the director of the Project for Media & National Security at George Washington University’s School of Media and Public Affairs, discuss their book — Age of Danger: Keeping America Safe in an Era of New Superpowers, New Weapons, and New Threats — with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense industry stock valuations and factors that would change investor sentiment, the prospect that Senate Armed Services Committee Ranking Member Sen. Roger Wicker’s proposed defense spending increase will become reality, the need for a broader national strategy to deter China and Russia, the role of more targeted economic warfare in the wake of the White House’s Daleep Singh’s comments last week at the Brookings Institution, more analysis if what former President Trump’s reelection might mean in 2025-2028 as well as impact his conviction on felony charges will mean for the election, what to expect from the upcoming Eurosatory land warfare exhibition in Paris and Berlin Air Show, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
6/3/2024 • 33 minutes, 33 seconds
Defense & Aerospace Report Podcast [Jun 01, ’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 a down week on Wall Street after weeks of strong gains, Boeing submits a safety plan to Federal Aviation Administration that declines to clear higher 737 production rates as top executives says certification of its Max 7 and 10 jets remains delayed, US and European weapons production is trending up but many worry it’s not fast enough whether for artillery shells or air defense weapons, Washington allows Ukraine to use American weapons to strike units in Russia that are attacking Kharkiv as French President Emmanuel Macron and NATO Secretary General Jens Stoltenberg argue member nations should let Kyiv use Western weapons strike legitimate targets, Pentagon Acquisition and Sustainment Under Secretary Dr Bill LaPlante says Northrop Grumman is on track to deliver the first 40 of some 100 B-21 Raider bombers on a fixed price basis of $550 million apiece in 2019 dollars, an analysis of recent Northrop losses and their impact on the company, and takeaways from the European Business Aviation and Exhibition in Geneva.
6/1/2024 • 50 minutes, 11 seconds
Defense & Aerospace Report Podcast [Washington Roundtable May 31, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, 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 US and international implications of Donald Trump becoming the first former American president to be convicted on 34 felony charges, President Biden allows Ukraine to fire US weapons into Russia against forces attacking Kharkiv as French President Emmanuel Macron and NATO Secretary General Jens Stoltenberg call of members to allow Kyiv to use Western weapons against targets in Russia, as NATO prepares to celebrate 75 years of unity the alliance is fracturing over Ukraine, takeaways from the China-Japan-South Korea meeting and Deputy Secretary of State Kurt Campbell’s gathering this weekend with his Japanese and South Korean counterparts, what to expect from the IISS’s annual Shangrila Dialogue this weekend in Singapore including the meeting between Defense Secretary Lloyd Austin and Chinese Defense Minister Adm. Dong Jun, and Israel expands its war in Gaza as officials say the campaign will continue through the end of the year despite international criticism but helps Prime Minister Bibi Netanyahu’s popularity.
5/31/2024 • 54 minutes, 44 seconds
Defense & Aerospace Air Power Podcast [May 30, 24] Season 2 E21: Airpower Today
Futurist Clint Hinote, formerly head of Air Force planning, on where the service is going, whether to take nuclear threats seriously, the defense of Taiwan, and much more. Plus some of the week’s headlines in airpower. Powered by GE!
5/30/2024 • 38 minutes, 49 seconds
DEFAERO Strategy Series [May 29, 24] Former Bulgarian MINDEF Dr. Todor Tagarev
On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Dr. Todor Tagarev, Bulgaria’s former defense minister who is now a professor at the Institute of Information and Communication Technologies of the Bulgarian Academy of Sciences and Head of its IT for Security Department and Centre for Security and Defence Management, discusses the interdisciplinary nature of the threat Russia poses to European security, whether efforts to counter Moscow are being successful, lessons from the Ukraine war that are shaping the alliance’s actions, the stakes of the war and whether Vladimir Putin’s calls for ceasefire signify a change in his imperial ambitions, the Russian threat in the Black Sea and how Bulgaria, Romania and Turkey have deepened their partnership, Putin’s nuclear rhetoric and whether nations should heed any of his “red lines,” why more nations should follow France in allowing its weapons to be used by Kyiv against legitimate military targets in Russia that are involved in striking Ukraine, Bulgaria’s sharp rise in defense spending and sweeping military modernization, and more with Defense & Aerospace Report Editor Vago Muradian.
5/29/2024 • 46 minutes, 36 seconds
Daily Podcast [May 28, 24] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses the latest in Russia’s new offensive against Ukraine as Moscow deploys glide bombs to strike military and civilian targets alike, whether Russia broke through the lines or Ukraine left a gap that was exploited, prospect of peace as Vladimir Putin suggests freezing lines where they are and Volodymyr Zelenskyy calls on President Biden and Xi Jinping to join a peace conference, Ukraine’s ever deeper strikes into Russia, and Putin’s crackdown on “corruption” after replacing his defense minister; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses former President Trump’s defense plans should he return to the office, America’s role on the naval export market, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
5/28/2024 • 33 minutes, 36 seconds
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.
5/25/2024 • 51 minutes, 53 seconds
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.
5/24/2024 • 50 minutes, 3 seconds
Defense & Aerospace Air Power Podcast [May 23, 24] Season 2 E20: Cargo is Clutch
General Mike Minihan is the new boss at Air Mobility Command, managing the Department of Defense’s global reach at a time of global turmoil. We ask him about AMC’s warfighting culture, keeping up with demand, the future of its platforms, and more. And the week’s headlines in airpower. Powered by GE!
5/23/2024 • 50 minutes, 38 seconds
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.
5/22/2024 • 41 minutes, 51 seconds
DEFAERO Strategy Series [May 21, 24] Award Winning Journalist & Author David Sanger
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, David Sanger, the chief Washington correspondent for The New York Times, discusses his new book with longtime researcher Mary Brooks — “New Cold Wars: China’s Rise, Russia’s Invasion and America’s Struggle to Defend the West” — why leaders failed to accurately understand China and Russia’s rise and ambitions, limits on Western power to shape Beijing and Moscow, the best approach to deterring them, whether we have transitioned from new Cold War to a new state of war, analysis of the Biden administration’s handling of Russia’s nuclear saber rattling, and how to counter China, Russia, Iran and North Korea as they work more closely together to undermine the West with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest headlines and looks at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
5/20/2024 • 31 minutes, 19 seconds
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.
5/19/2024 • 51 minutes, 56 seconds
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.
5/17/2024 • 1 hour, 11 seconds
Defense & Aerospace Air Power Podcast [May 16, 24] Season 2 E19: Real Money
Congress has begun to weigh in on this year’s defense budget with the House Armed Services Committee chairman’s mark. Where does airpower stand in this year’s deliberations? Budget guru Todd Harrison of the American Enterprise Institute explains what the numbers mean – and don’t. Plus the week’s headlines in airpower.
5/16/2024 • 39 minutes, 2 seconds
Defense & Aerospace Daily Podcast [May 15, 24] Convo w/ Hanwha Defense USA's John Kelly
John Kelly, the chief executive officer of Hanwha Defense USA, the American arm of the South Korean defense firm discusses his plan to grow the company‘s US footprint over the next decade, how lessons from his three decades navigating BAE System’s rise in America will help guide Hanwha’s growth, the role the company’s culture of investment and speed plays in making it an attractive supplier especially for munitions as the US Army applies supplemental funding to refill its stocks, the case for the K9 Thunder self-propelled howitzer in US service, unmanned systems and other capabilities the company has developed and is developing with partners like Anduril, Hanwha’s growing naval prowess, and a look at its merger and acquisition approach that will play a key factor in its growth, including an update on a possible Austal deal with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Technology Report, Mark Montgomery, a retired US Navy rear admiral who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and the executive director of the Cyber Solarium 2.0 project, discusses the Biden administrations four new documents — National Security Memorandum 22, the International Cyber Strategy, the Cyber Posture Review, and the second version of the implementation plan — the House Armed Services Committee chairman’s marks to the cyber elements of the National Defense Authorization Act and the Senate’s sentiment on cyber priorities, concern by cyber firms that the administration’s drive to hold Chief Information Security Officers personally responsible for lapses, and how the battle against Russian and Chinese disinformation is being lost with Defense & Aerospace Report Editor Vago Muradian.
5/14/2024 • 35 minutes, 51 seconds
Daily Podcast [May 13, 24] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Russia’s advances into Northern Ukraine and whether they mark a negative turning point for Kyiv, Vladimir Putin’s cabinet reshuffle and what it means, Russian messaging during May 9 “Victory Day” events, Putin’s latest round of nuclear rhetoric that includes tactical drills and news reports of a facility in Belarus; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses budget outlook as House Armed Services Committee works on its version of the National Defense Authorization Act, analysis of first quarter 2024 earnings data, takeaways from congressional testimony including from US Air Force leaders on the Collaborative Combat Aircraft effort and fleet air and missile defense, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
5/13/2024 • 31 minutes, 50 seconds
Defense & Aerospace Report Podcast [May 12, ’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 another winning week on Wall Street, inflation worries, the latest FAA investigation into Boeing, this time for allegedly falsifying records on the company’s 787 widebody, BWXT, Embraer, Hendsoldt, Leonardo, Palantir, Spirit, and Transdigm earnings, AerCap and KBR host investor days, and Europe moves to use seized Russian assets to help Ukraine and NATO works to rearm itself and Ukraine.
5/12/2024 • 48 minutes, 23 seconds
Defense & Aerospace Report Podcast [Washington Roundtable May 10, ’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 House Speaker Mike Johnson keeps his job, the FY 2025 budget process churns ahead, President Biden denounces antisemitism and threatens arms shipments as Israel brushes aside warnings and starts its Rafah incursion, Europe’s perception of Israel’s Gaza war and how China is portraying US support for the war and prospect that Washington is fickle with allies, the EU moves to use Russian assets to help Ukraine as NATO working groups coordinate support for Kyiv, Xi Jinping makes his first visit to Europe in five years.
5/10/2024 • 52 minutes, 20 seconds
Defense & Aerospace Air Power Podcast [May 09, 24] Season 2 E18: Traveling w/ SECAF
Air Force Secretary Frank Kendall traveled to Maxwell Air Force Base on May 7th, and allowed The Air Power Podcast to ride along. He shared his experience in an AI-controlled fighter, his views on roles and missions for collaborative combat aircraft, the CCA competition, Replicator, the Space Force budget, the nuclear deterrent, and more. Plus we have top news in airpower. Powered by GE!
5/9/2024 • 34 minutes, 52 seconds
Defense & Aerospace Daily Podcast [May 08, 24] SOFWeek & CISA President Cup Winners
Jason Salata, a retired US Navy captain and former US Special Operations Command spokesman who is now with the Provision Advisors PR firm representing SOF Week 2024, discusses the key messages from US and international special operations leaders at this year’s SOF Week in Tampa, international cooperation as nations continue counterterror missions while increasing great power capabilities, concern that investment in SOF capabilities is declining, and how the technology focus at the exhibition has shifted from guns and gear to AI, big data and unmanned systems; and Michael Harpin of the Cybersecurity and Infrastructure Security Agency with the winners of the government-wide cyber competition with Defense & Aerospace Report Editor Vago Muradian.
On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next January in Washington, sponsored by Clarion Defence, Gen. Dave Goldfein, USAF Ret., the US Air Force’s 21st chief of staff, who is now a Blackstone board member and Google Public Sector board chair and advisor to firms like Anduril and Shield Capital, discusses what he has learned since retirement that he wishes he new while in uniform, how to drive innovation, keys to quickly adapting commercial technologies for military needs, growing importance of data and software, the lessons from the Air Force’s decision to pick Anduril and General Atomics Aeronautical Systems as the finalists in the Collaborative Combat Aircraft contest, culture change and more with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest headlines and looks at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
5/6/2024 • 27 minutes, 40 seconds
Defense & Aerospace Report Podcast [May 05, ’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 prospect the Federal Reserve will cut interest rates now that new jobs creation has cooled, a shareholder advisory firm recommends investors vote to oust outgoing Boeing CEO Dave Calhoun and two board members off the company’s board as the company issued $10 billion in debt, Embraer considers making bigger aircraft to compete with Boeing and Airbus, Sierra Nevada beats Boeing to win a $13 billion contract to develop the Air Force’s next generation nuclear command and control planes, analysis of Howmet, MTU, and Thales earnings, Air Force secretary Frank Kendall makes history in being the first senior leader to fly on an AI powered fighter, the legendary X-62A Vista jet, and as Boeing struggles with its star liner spacecraft China has launched a spacecraft to land on the far side of the moon and return with samples.
5/5/2024 • 56 minutes, 26 seconds
Defense & Aerospace Report Podcast [Washington Roundtable May 03, ’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 Rep. Marjorie Taylor Greene moves to oust House Speaker Mike Johnson as lawmakers debate the defense funding levels, police nationwide crack down on increasingly unruly campus protests, Donald Trump lays out his second term priorities, National Intelligence Director Avril Haines highlights the threat from Russia and China as Beijing and Moscow practice drills near Taiwan, French President Emmanuel Macron doubles down on why Europe needs to do more for its security, and that it’s imperative to consider putting troops in Ukraine as Kyiv continues to lose ground to a relentless Russian assault Neither Israel nor Hamas have accepted a proposed ceasefire as Israel prepares its Rafah assault and settlers depopulate large chunks of the West Bank of Palestinians.
5/3/2024 • 58 minutes, 51 seconds
Defense & Aerospace Air Power Podcast [May 02, 24] Season 2 E17:Fly Army!
Former Army master aviator Brigadier General Bob Hastings joins us to talk all things Green Air, from the recent Quad-A conference to the Army’s aviation plans and safety issues. Plus more on CCA and the other top news in airpower. Powered by GE!
Nigel Inkster, the former director of intelligence and operations at the Secret Intelligence Service otherwise known as MI6 who is now the Senior Adviser for Cyber Security and China at the International Institute for Strategic Studies, discusses Russia’s influence operations in Europe, their track record of success, how to counter them, the right response to Russia after its malign recent cyber actions like attacking a rural Texas dam and assassinations across Europe and in the United States with Defense & Aerospace Report Editor Vago Muradian.
5/1/2024 • 31 minutes, 16 seconds
Defense & Aerospace Daily Podcast [Apr 30, 24] Teri Schultz on Russian Influence Ops in Europe
Teri Schultz, a Brussel- based journalist who reports for Deutsche Welle and National Public Radio, discusses the results of years-long intelligence gathering efforts that reveal the extent of Russian influence operations in Europe and targeting members of the European Parliament, role of Russian couple in Czech Republic who advanced Russian interests and played role in destruction of Czech and Bulgarian ammunition depots, poisoning and harboring members of GRU Unit 29155, how European leaders are countering Russian efforts, and a look at the agenda of NATO’s upcoming 75th anniversary summit in Washington with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses first quarter 2024 earnings; leading firms buy back more than $4 billion in stock as leading defense officials chide firms for the practice; the US Air Force’s decision to select General Atomics and Anduril to compete for Increment 1 of the Collaborative Combat Aircraft program and award Sierra Nevada a contract valued at $13 billion award to develop the successor to the E-4B “Nightwatch” Advanced Airborne Command Post; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
4/29/2024 • 27 minutes, 41 seconds
Defense & Aerospace Report Podcast [Apr 28, ’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 a big drop on Wall Street; Airbus, Boeing, Lockheed Martin, Northrop Grumman, and more, earnings reports; the US Air Force picks Anduril and General Atomics as finalists for its Collaborative Combat Aircraft autonomous combat aircraft; British Prime Minister Rishi Sunak moves to increase defense spending; French President Emmanuel Macron’s case for greater European security and economic independence; and Boeing buys back a St. Louis factory from GKN.
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 House Speaker Mike Johnson’s future after Senate passage and President Biden’s signature of the Ukraine-Israel-Indo-Pacific supplemental, whether the amount is enough to help Kyiv win, Washington’s decision to transfer longer-range ATACMS missiles that have proven devastating against Russian targets, President Macron’s case for Europe to reduce reliance on America and China, the extent of Russian and Chinese infiltration of the European Parliament and German politics, Secretary of State Antony Blinken visits Beijing to urge cooperation as Chinese officials make clear Washington has to choose cooperation on its terms or confrontation, campus protests and their implications, the latest on Israel’s war on Hamas in Gaza.
4/26/2024 • 1 hour, 4 minutes, 26 seconds
Defense & Aerospace Air Power Podcast [Apr 25, 24] Season 2 E16: Gen. Jumper and CCA
The United States Air Force has embarked on a wide-ranging reoptimization, encompassing operations, organization, culture, and more. One of the service’s more influential Chiefs, General John Jumper, joins us to analyze the process and goals of remaking a military service while it is engaged around the world. Plus special analysis of the Air Force’s CCA downselect and other top news in airpower. Powered by GE!
On this month’s Land Warfare program, sponsored by American Rheinmetall, Sam Bendett of the Center for Naval Analyses discusses importance of the $61 billion Ukraine supplemental role of longer range ATACMS weapons and their ability to strike deep behind Russian lines, whether Moscow will step up operations before US help arrives, and how Kyiv is developing the means to strike take counter strike into Russian territory; and Col. Gian Gentile, USA Ret., PhD, the senior historian at the RAND Corporation’s Arroyo Center, discusses the broader lessons of the Ukraine war and which are applicable to a China conflict, takeaways from Israel’s war in Gaza, a response to the latest claims that the tank is dead, the US Army’s strategy in the Indo-Pacific, the Ukraine war lessons, and the need to be honest about what technology can and can’t deliver in new weapon systems.
4/24/2024 • 36 minutes, 12 seconds
DEFAERO Strategy Series [Apr 23, 24] NDIA's David Norquist
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, former Deputy Defense Secretary David Norquist who is now the president and CEO of the National Defense Industrial Association, discusses the trade group’s new “Vital Signs” report that serves as both a report card of US defense industrial health as well as a policy roadmap, inflation and supply chain challenges driven by high defense and commercial demand, the Pentagon’s first ever National Defense Industrial Strategy, whether the $95 billion supplemental for Ukraine, Israel-Gaza and the Indo-Pacific is enough to support allies and refill America’s depleted weapons stocks, and PPBE reform and the unique role of comptrollers in driving innovation.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses implications of the $95 billion US funding package for Ukraine, Israel and Gaza, and bolstering capabilities and allies in the Indo-Pacific; whether arsenals will be critical in bolstering production to support Ukraine as well as refill depleted US weapons stocks; the long-running debate about the cost and benefit tradeoffs between attacker and defender; whether Iran goes nuclear at the descent exchange with Israel and what a nuclear Tehran will mean; the Navy leadership’s interest in drawing lessons for foreign commercial shipbuilders and whether the service has the right approach to benefit from them; costs of the Cybersecurity Maturity Model Certification 2.0 effort to improve industrial base; what to expect as defense and aerospace contractors report first 2024 quarter earnings; initial takeaways from the Society for Military History conference; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
4/22/2024 • 32 minutes, 44 seconds
Defense & Aerospace Report Podcast [Apr 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 another down week on Wall Street on a tech tumbles and worries about a wider Mideast war; eight months late, Congress passes a $95 billion supplemental for Ukraine, Israel and Gaza, and improve US and allied capabilities in the Indo-Pacific; more US tariffs on Chinese steel and aluminum as Washington again warns Beijing about helping Moscow’s Ukraine war; whether added US and European investment is enough to help Ukraine win; role of arsenals in increasing defense production; Boeing workers testify before a Senate committee on production quality problems; American Airlines pilots sound alarm over their carrier’s safety and maintenance; Lockheed Martin beats Northrop Grumman’s-RTX team to win Missile Defense Agency’s $17 billion Next Generation Interceptor program; and Britain considers new program to replace amphibious warships.
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 House Speaker Mike Johnson’s drive to risk his job to work with Democrats to pass long-overdue aid to Ukraine, Israel and Taiwan; days after the first ever direct Iranian attack on Israel that was blunted by the Jewish state’s allies Jerusalem attacked an airbase in Iran; as Russia gains ground in Ukraine Moscow gets bolder in sowing antisemitism in US, attacking a Texas water authority as two of its spies are arrested in Germany accused of planning an attack on an American base where Ukrainians are being trained; high-level defense dialogue between Washington and Beijing as US and Philippine forces conduct exercises; Australia increases defense spending; and why Kim Il Sung’s day in the sun is setting in North Korea.
4/19/2024 • 55 minutes, 47 seconds
Defense & Aerospace Air Power Podcast [Apr 18, 24] Season 2 E15: Spear It in the Sky
The big news in the air this week was of course Iran’s attack on Israel with more than 300 drones, cruise missiles, and ballistic missiles, which was defeated by a coalition of nations using a variety of systems. At the same time, you can see the bottom of the barrel in Ukrainian defense weapons. Dr. Tom Karako, director of the Missile Defense Project at the Center for Strategic and International Studies, joins us to cover it all. Plus a rollicking set of airpower headlines. Powered by GE!
On this week’s Technology Report, Mark Montgomery, a retired US Navy rear admiral who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and the executive director of the Cyber Solarium 2.0 project, discusses Russia’s recent boasting about its intelligence gathering and probing attacks on US water infrastructure, why water infrastructure is being targeted and how Washington should respond, Microsoft’s vulnerabilities and ways to improve government-industry cooperation, how one man saved the internet and lessons to safeguard it in the future, securing the cyber supply chain, Iran’s cyber role, countering disinformation as House Inteligence Committee Chairman Mike Turner’s calls out GOP for parroting Russian propaganda, and takeaways from the multinational operational that defended Israel from massive Iranian missile and drone attack.
4/17/2024 • 35 minutes, 1 second
Strategy Series [Apr 16, 24] Sam Bendett & Eugene Rumer on Russia, Ukraine and the On-going Conflict
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, discuss the state of the Ukraine war as Russia steadily gains ground as Ukrainian casualties mount thanks to US dithering over aid, Moscow’s goals for the war and whether Vladimir Putin’s claim that all he wants is Ukraine is credible, the global implications of a Russian victory, how quickly aid can arrive in Ukraine even if Congress approves a package today, the kind of capabilities needed to quickly change results on the front lines, whether it’s even possible to counter the Russian propaganda that’s penetrated the upper reaches of US politics especially across the GOP, and last ditch efforts the West must consider to prevent a total Ukrainian rout and possible ways the war ends with Defense & Aerospace Report Editor Vago Muradian.
4/16/2024 • 35 minutes, 45 seconds
Daily Podcast [Apr 15, 24] Byron Callan’s Week Ahead & Iran’s Attack on Israel
On today’s program, sponsored by HII, former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies and Byron Callan of the independent Washington research firm Capital Alpha Partners discuss Iran’s April 13 attack on Israel and the extraordinary multinational defense against some 300 ballistic, cruise and explosive UAVs threats, why Tehran decided to attack the Jewish state directly rather than through proxies, President Biden’s role in defending Israel but opposition to US involvement in retaliatory strikes against Iran, the outlook for congressional supplemental for Israel, Ukraine and Taiwan, other geopolitical factors to consider, outlook for first quarter 2024 earnings, takeaways from the Navy League’s Sea-Air-Space conference, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
4/15/2024 • 30 minutes, 26 seconds
Defense & Aerospace Report Podcast [Apr 14, ’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 Wall Street’s second down week on stronger than expected inflation that’s likely to delay Federal Reserve rate cuts, new survey shows supply chains unlikely to normalize for between one and three years, when defense output will ramp up as Ukraine aid drains Western stockpiles, another Boeing whistleblower accuses the giant of taking potentially dangerous shortcuts on its 787 jetliner, update on Spirit AeroSystems’ future, Japan’s potential as a defense industrial power, and Ukraine’s war update as Kyiv loses ground.
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, 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 more madness as Congress returns to session and Georgia Republican Rep. Marjorie Taylor Greene again threatens to oust Speaker Mike Johnson as Johnson considers advancing the Ukraine supplemental, speaker’s trip to Florida to lobby former President Trump to support the measure, a prominent Republican lawmaker warns his caucus is being infected by Moscow’s propaganda as GOP lawmakers at Trump’s urging blocked the renewal of the Foreign Intelligence Surveillance Act, a look at 2025 budget process, Russia gains ground as Kyiv runs out of ammunition and people, what Washington can do to stop Beijing from helping Moscow, NATO’s naval woes, landmark meetings in Washington among US, Japanese and Filipino leaders, and a week after an Israeli air strike in Syria killed top Islamic Revolutionary Guard Corps leaders, Israel is on alert for Iran’s response.
4/12/2024 • 50 minutes, 52 seconds
Defense & Aerospace Air Power Podcast [Apr 11, 24] Season 2 E14: Tilt!
Tiltrotors are having more than a moment, with the Army, Navy, and Air Force all committed to the technology and the V-22 returning to flight following an accident. We’ll talk with two experienced operators, Kurt Fuller and Rob Freeland of Bell, to get the latest on the V-22, V-280, and more. And how does a record-setting solar aircraft become a reconnaissance platform? Skydweller CEO Robert Miller shares the story. Plus this week’s headlines in airpower. Powered by GE!
4/11/2024 • 37 minutes, 32 seconds
Defense & Aerospace Daily Podcast [Apr 10, 24] Investing in the Printed Circuitboard Ecosystem
David Schild, the executive director of the Printed Circuit Board Association of America, discusses US government investment in 2024 but an uncertain outlook in 2025, the imperative to invest in the entire printed circuit board ecosystem that constitutes 70 percent of modern microelectronics with chips constituting the remaining 30 percent, why a CHIPS Act equivalent is vital for printed circuit board industrial base, role of allies and partners, an update on semiconductor investment and more with Defense & Aerospace Report Editor Vago Muradian.
4/10/2024 • 28 minutes, 6 seconds
Defense & Aerospace Daily Podcast [Apr 09, 24] Sam Bendett on Latest from Ukraine-Russia Conflict
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Sam Bendett of the Center for Naval Analyses, discusses Ukraine’s new long-range drones and how Kyiv is using them to strike war industries deep in Russia, Ukrainian efforts to build its own defense-industrial capabilities, Russia’s use of hypersonic weapons to attack Ukraine’s infrastructure, Kyiv’s most pressing needs, where Russia is gaining ground and likely to focus its own offensive plans, whether Vladimir Putin will order a broader national troop mobilization and more with Defense & Aerospace Report Editor Vago Muradian.
4/9/2024 • 28 minutes, 55 seconds
Defense & Aerospace Daily Podcast [Apr 08, 24] Byron Callan’s Week Ahead & Sea Air & Space Preview
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses geopolitical drivers for global defense, prospects for US supplemental funding for Ukraine as well as NATO’s new five-year $100 million plan to help Kyiv, whether Washington will cut Israel aid anytime soon, the National Defense Industrial Association’s annual “Vital Signs” assessment, margin pressure on leading company as the price of everything increases, the performance gap between prime contractors and services providers, what to expect from the Navy League’s Sea-Air-Space conference and tradeshow April 8-10, 2024, and a look at the week ahead; and the cohosts of the Cavas Ships podcast — Chris Cavas and Chris Servello — discuss what they expect to hear from US Navy leaders at the SAS this week with Defense & Aerospace Report Editor Vago Muradian. And to learn more about HII, visit the company at Sea-Air-Space, booth 1323.
4/8/2024 • 34 minutes, 11 seconds
Defense & Aerospace Report Podcast [Apr 07, ’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 the drop in the S&P as US job growth beats expectations again, Boeing awards it’s outgoing ceo a nearly $32 million pay package — 45 percent raise — as it looks for a new boss, the industry debates why a new jetliner would cost Boeing $50 billion to develop, GE Aerospace becomes a standalone company after spinning of GE Vernova power business, NATO seeks a more central role in arming Ukraine with a new five-year, $100 billion fund, Britain considers an arms embargo on Israel after British humanitarian workers are killed in an Israeli airstrike, and on the eve of Navy’s premiere annual conference the service’s secretary criticizes shipbuilders for being behind schedule on programs.
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, 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 Japan’s perceptions of Washington as outlook for US and allied support for Ukraine remains uncertain, takeaways from NATO’s 75th anniversary celebration and what to expect when alliance leaders gather in Washington in July as calls for Congress to approve the Ukraine supplemental grow, US and allied willingness to buckle to Russian intimidation and whether the revelation that Moscow is behind the “Havana Syndrome” high-power directed energy attacks on Americans at home and aboard will drive a tougher line on Russia’s assassinations and non-lethal attacks mount, Japanese Prime Minister Fumio Kishida’s six-day visit to the United States next week and what to expect from the upcoming Japan-Philippines-US meeting, President Biden and Xi Jinping talk as Treasury Secretary Janet Yellen’s visits China, Taiwan suffers its worst earthquake in decades as its former leader is hosted by Chinese leaders, and Washington delivers Israel an ultimatum after seven aid workers were killed in a Gaza air strike.
4/5/2024 • 55 minutes, 37 seconds
Defense & Aerospace Podcast [Apr 04, 24] Growing the Hedge
For decades, the American military has struggled with how to prepare for a diversity of conflicts. The Hudson Institute’s Bryan Clark and Dan Patt have a new paper on what they call hedge forces – capabilities to deter or prevail in specific scenarios without having to tailor the whole force for those operations. Bryan joins us to describe the concept and how it applies particularly to airpower. And we have the week’s headlines. Powered by GE!
4/4/2024 • 41 minutes, 30 seconds
Defense & Aerospace Daily Podcast [Apr 03, 24] Sam Bendett on Latest from Ukraine-Russia Conflict
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Sam Bendett of the Center for Naval Analyses, discusses the latest in the Russo-Ukrainian War including Russia’s recent strikes on Ukrainian cities plunging more than 1 million into darkness and Kyiv’s 800-mile drone attack on a key Russian unmanned aircraft factory, the latest on the front as Russians grind forward and Ukrainians increasingly dig in, whether Vladimir Putin will use the ISIS-K attack in Moscow as justification for a large scale mobilization as Volodymyr Zelenskyy lowers the draft age to replenish his force, the growing ubiquity of first-person video drones on the future of land warfare, and how to respond to Russian extraterritorial actions from assassinations to use of high-power directed energy weapons on Americans at home and aboard with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the prospects for the Ukraine supplemental that Kyiv and the US defense industrial base need, the latest on the Russo-Ukrainian War, whether the revelation that Russia is perpetrating the “Havana Syndrome” directed-energy weapons against Americans at home and abroad changes Washington’s urgency in better standing up to Moscow, how Israel’s strikes on Iranian leaders in Syria changes the undeclared war between Jerusalem and Tehran, Hanwha’s proposal to by Austal Ocean, recap of Hudson Institute’s unmanned systems event last week, political and economic factors in the Francis Scott Key Bridge collapse, what to look for at the Navy League’s Sea-Air-Space conference and trade show next week, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
4/2/2024 • 33 minutes, 41 seconds
Defense & Aerospace Report Podcast [Apr 01, ’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 a record-setting month on Wall Street, Texas opens an investigation into Sprit AeroSystems as even President Biden pokes fun at Boeing, Larry Culp says he’s staying at GE, the EU’s air safety regulator warns of growing risks as his budget is squeezed, lessons from Gulfstream as the FAA certifies the G700 and the company focuses on the G800, France supplies more weapons to Ukraine as its defense minister warns defense firms to step up deliveries or face requisitioning, Paris reaffirms its support to help Brazil build nuclear attack submarines now some 16 years after the deal was first announced, and Indonesia orders two offshore patrol vessels from Indonesia.
4/1/2024 • 53 minutes, 54 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Mar 29, ’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 bipartisan “minibus” deal that kept government open but enraged GOP firebrands like Rep. Marjorie Taylor Green who started the process to oust House Speaker Mike Johnson as he promises to pass the Ukraine supplemental so America keeps its promise to Kyiv, Vladimir Putin’s move to blame the ISIS-K terror attack in Moscow on Ukraine, Russia refuses to explain why one of its missiles entered Polish airspace, the call by Sweden’s foreign minister for a tougher stance on Russia, despite new trade and cyber tensions driven by Beijing US CEOs are feted by Xi Jinping, China pressures the Philippines even as Manila and Washington ink a new security pact, US, Japanese and Korean officials prepare for a new summit, America abstains on the UN’s latest ceasefire call prompting Bibi Netanyahu to call off his Washington visit and press ahead with his Rafah ground assault and Washington and the world mourn the sudden passing of former vice presidential candidate and Sen. Joe Lieberman.
3/29/2024 • 1 hour, 4 minutes, 12 seconds
Defense & Aerospace Air Power Podcast [Mar 28, 24] Season 2 E12: On Guard
The U.S. Air National Guard is busy worldwide, not only augmenting American air capabilities but building allied air force effectiveness as well. The Guard’s commander, Lieutenant General Michael Loh, joins us with the latest on what they are doing around the world. And we have headlines in airpower. Powered by GE!
Dr. Darrell Bricker, the CEO of Ipsos Public Affairs who also advises on the agenda for the annual Halifax International Security Forum, discusses the latest polling on the US presidential race, whether third party candidate Robert F. Kennedy Jr. will skew the race toward Donald Trump, global perceptions of America based on who’s in the White House, key drivers for US and European electorates, rise of the right in Europe, support for Ukraine as the conflict enters its third year, view of Russia and China, sense of pressing national security and where terrorism ranks on the scale of threats, and how its campaign against Hamas in Gaza in the wake of the Oct. 7 attacks is undermining global support for Israel, and how a declining population will impact China’s future with Defense & Aerospace Report Editor Vago Muradian.
3/27/2024 • 36 minutes, 11 seconds
DEFAERO Strategy Series [Mar 26, 24] Convo w/ Dr. Eugene Rumer
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dr. Eugene Rumer, the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, discusses the implications of the ISIS-K terror attack in Moscow on Russia’s prosecution of the Ukraine war in the wake of Vladimir Putin’s allegation that Kyiv was responsible for the attack — a charge Ukrainian and Western leaders deny — the impact of the attack on Putin’s legitimacy, whether tightened sanctions will change Moscow’s course, whether and if so how Russia will respond to ISIS-K, and more with Defense & Aerospace Report Editor Vago Muradian.
3/26/2024 • 32 minutes, 32 seconds
Daily Podcast [Mar 25, 24] Byron Callan & Richard Aboulafia on Boeing Shakeup & Week Ahead
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Richard Aboulafia of the AeroDynamic Advisory consultancy discuss Boeing’s leadership changes as the giant struggles to overcome quality and program execution problems, merits of union representation on the company’s board, notes on Congress’ last-minute appropriations measures to keep government open including the Pentagon, the upcoming election and its defense implications, takeaways from HII’s Investor Day, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
3/25/2024 • 25 minutes, 44 seconds
Defense & Aerospace Report Podcast [Mar 24, ’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 defense and aerospace stock performance on the year’s best week on Wall Street, Washington keeps the government open, confronted with problems on both its commercial aircraft AND defense programs, Boeing says it will post losses of between $4-5 billion in 2024 as it divests small pieces of its defense business, the Chinese government’s decision to strip its computers and networks of US chips and software, the FBI says passengers aboard the Alaska Airlines’ Boeing 737 Max jetliner that suffered a door plug blowout out might be crime victims, Britain and Australia strike a $3 billion partnership between ASC and BAE Systems to build Australia’s nuclear attack submarines, GCAP criticism and Sweden’s fighter plans, and a takeaways from one of the best commercial aerospace conferences in the world, The Aerospace Event in Beverly Hills last week.
3/24/2024 • 54 minutes
Defense & Aerospace Report Podcast [Washington Roundtable Mar 22, ’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, 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 “mini bus” appropriations bill to avert a government shutdown, the Ukraine supplemental, the Biden administration’s 2025 budget request, “war fever” in Europe and what it means, Vladimir Putin’s reelection and decision to fire his Navy chief after unmanned Ukrainian attacks decimate Russia’s Black Sea Fleet, testimony by US leaders in the IndoPacific on how China, Russia, North Korea and Iran are increasingly working together, Britain and Australia sign security deal that includes a $3 billion deal between Australian Shipbuilding Company and BAE Systems to prepare for Canberra’s future fleet of nuclear powered attack submarines, and week after Senate Majority Leader Chuck Schumer criticized Bibi Netayahu, the Israel leader who is an astute US political can declare victory having secured a bipartisan invitation to address the US Congress as as Washington goes through the optical exercise of engineering a UN ceasefire resolution.
3/22/2024 • 1 hour, 22 seconds
Defense & Aerospace Air Power Podcast [Mar 21, 24] Season 2 E11: Follow the Money
Continuing our breakdown of the FY25 DoD budget request, we hear from one of the most insightful budget teams in town – the crew from the Center for a New American Security. And we have headlines in airpower. Powered by GE!
On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next January in National Harbor, MD, sponsored by Clarion Defence, Aditi Kumar, the deputy director for strategy, policy and national security partnerships at the Defense Innovation Unit, discusses DIU 3.0, changes to the organization announced at the recent SXSW conference, better focusing innovation efforts across DoD, how to deliver game-changing capabilities to warfighters quickly and at scale, changing how the Pentagon acquires capabilities, the game-changing rationale of the Replicator initiative to quickly field large quantities of autonomous systems, harnessing the innovative capabilities of allies and partners to solve common challenges and more with Defense & Aerospace Report Editor Vago Muradian.
3/20/2024 • 39 minutes, 34 seconds
DEFAERO Strategy Series [Mar 19, 24] Putin Wins Again
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, discuss what to expect from Vladimir Putin’s fifth six-year term, the impact of protests across the nation, the prospect of another mass mobilization, the impact on the Ukraine war, Kyiv’s increasing use of long-range unmanned systems to strike strategic targets deep in Russia, how to interpret Moscow’s nuclear rhetoric and grapple with the effectiveness of its malign global information efforts, and Putin’s message to the FSB to hold to account those he considers traitors wherever they are with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses with further analysis on the Biden administration’s FY 2025 $defense budget request, the merits of cutting the Roger of one nuclear powered attack submarine to underwrite investment to increase submarine production for America and Australia, the implications for defense if tax increases are off the table to reduce the national debt, Boeing’s commercial and defense woes and how a turnaround can be executed, Leonardo DRS’ investor day, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
3/18/2024 • 28 minutes, 2 seconds
Defense & Aerospace Report Podcast [Mar 17, ’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 impact of higher than expected inflation and producer prices on Wall Street dashing hopes of interest rate cuts anytime soon, the federal investigation into Boeing is ramping up as airlines now project losses because of slower deliveries from the jetmaker and groundings combined with new delays on KC-46 Pegasus tankers and Boeing-Saab T-7 Red Hawk trainers, the Pentagon clears Lockheed Martin for full-rate F-35 Lighting II fighter production, France’s Emmanuel Macron, Germany’s Olaf Scholtz and Poland’s Donald Tusk agree to help increase weapons production in Ukraine as quickly as possible, US weapons makers are increasing production, Rheinmetall earnings, the Netherlands picks France’s Naval Group over ThyssenKrupp and Saab to build its future submarines, SpaceX launches its third starship as reports say the company landed a top secret contract for hundreds of spy satellites, and a look ahead to Joanna Speed’s The Aerospace Event conference in Los Angeles on March 19.
3/17/2024 • 54 minutes
Defense & Aerospace Report Podcast [Washington Roundtable Mar 15, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, sponsored by Bell, 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 Biden administration’s $849.8 billion FY 2025 defense budget request, an update on appropriations and the supplemental for Ukraine, Israel and Taiwan, reporting that Donald Trump if elected would withdraw America from NATO, Japan, South Korea and let China have Taiwan, what next for the House’s TikTok ban, India’s new ballistic missile with multiple warheads, Senate Majority Chuck Schumer’s criticism of Israel’s campaign in Gaza, Palestinian leaders and Bibi Netanyahu, and Israel’s offensive against Rafah.
3/15/2024 • 1 hour, 3 minutes, 58 seconds
Defense & Aerospace Air Power Podcast [Mar 14, 24] Season 2 Ep10: The Beast of the Numbers
The Defense & Aerospace Report team dives into the FY25 DoD budget proposal with insight, analysis, illumination, and perhaps a wisecrack or two. It’s powered by GE!
On this week’s Technology Report, Mark Montgomery, a retired US Navy rear admiral who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and the executive director of the Cyber Solarium 2.0 project, discusses the cyber elements of the Biden administration’s FY 2025 budget request including planned an government-wide increase in spending to $13 billion and a $5 billion addition at DoD that would bring spending to $14 billion, the impact of continuing resolutions on the Pentagon and government’s ability to plan and execute, how to better harness artificial intelligence to improve cybersecurity, analysis of the Pentagon’s budget request specifically the $10 billion Pacific Defense Initiative, and who will pick up the mantle from Rep. Mike Gallagher, R-Wisc., after his retirement next year with Defense & Aerospace Report Editor Vago Muradian.
3/13/2024 • 34 minutes, 26 seconds
Defense & Aerospace Daily Podcast [Mar 12, 24] Sam Bendett on Latest from Ukraine-Russia Conflict
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Sam Bendett of the Center for Naval Analyses, discusses the still-static nature of the Russo-Ukraine war, the signal President Biden sent by featuring support for Ukraine and allies at the top of his State of the Union address. whether soaring Russian casualty rates will impact Vladimir Putin’s reelection prospects, how both sides are increasingly using unmanned systems almost none of which are truly autonomous, how Russia uses nuclear intimidation to shape its adversaries’ strategies including the United States and European states like Germany, and Moscow’s threats against Sweden as the Scandinavian nation becomes NATO’s 32nd member with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the Biden administration’s FY 2025 $849.8 billion defense budget request, the importance of the Ukraine supplemental to rearming the Pentagon, takeaways from President Biden’s state of the union address, alternative defense futures to ponder, takeaways from GE Aerospace’s investor day and congressional hearing on Army Aviation, and and a look at the week ahead; and Tim Chrisman, the executive director of the Foundation for the Future who is also a partner in the space practice at the Distinctive Edge Partners PR firm, discusses the winners of the innovation competition at this year’s SXSW gathering in Austin with Defense & Aerospace Report Editor Vago Muradian.
3/11/2024 • 30 minutes, 32 seconds
Defense & Aerospace Report Podcast [Mar 10, ’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 another big week on Wall Street as Federal Reserve Chairman Jerome Powell says interest rates will be cut this year, impact of President Biden’s state of the union address at home and aboard, more bad news for Boeing as Justice Department reportedly opens criminal investigation into blowout of a door plug on an Alaska Airlines 737 Max jet, Federal Aviation Administration confirms rudder pedal incident on a United 737 Max jet, implications of Biden’s comments seeking to close business aviation loopholes, update on Dassault Aviation’s results including Falcon business jet and Rafale fighter production rates, Palantir beats Raytheon to win US Army’s TITAN battlefield targeting system contract, Russia discloses conversation among German generals discussing the export of Taurus cruise missiles to Ukraine and how France and Britain help Kyiv target the weapons, Moscow’s brazen missile strike that landed 300 feet from Greece and Ukraine’s leaders in Odesa, and United Airlines recent spate of emergency landings and incidents.
3/10/2024 • 53 minutes, 32 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Mar 08, ’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 passage of a $460 billion appropriations bill to avert a government shutdown, outlook for Ukraine funding as President Biden makes case for more assistance for Ukraine in the State of the Union address, analysis of the SOTU including reaction to the address in America and around the world, Biden’s announcement that the US military would build a temporary pier to allow international humanitarian aid to enter Gaza from the sea, an empowered Russia fires a ballistic missile at Ukrainian President Volodymyr Zelenskyy and Greek Prime Minister Kyriakos Mitsotakis that lands 300 feet from the two leaders as they tour Odesa, China ends its ritual annual leadership press conference, Super Tuesday takeaways including whether third party candidates will help Donald Trump return to office, Senate Majority Leader Mitch McConnell endorses the former president who insulted him and his family, and the final report from the commission to reform the Pentagon’s Planning Programming Budget Execution system.
3/8/2024 • 54 minutes, 17 seconds
Defense & Aerospace Air Power Podcast [Mar 07, 24] Season 2 Ep9: Cool Air
For decades, AeroVironment has been a company that does things more than a little differently. Their CEO, Wahid Nawabi, joins us to talk about CCAs, Replicator, the new shape of airpower, and where his company fits in. And of course, we have headlines. Powered by GE!
On this week’s Technology Report, Brandon Tseng, the cofounder and president of Shield AI, what differentiates the company in a crowded field. the Pentagon’s innovation drive, how to accelerate programs, the need to change the requirements process, how small companies can remain competitive in AI in an era of giants, the company’s growth plans with Defense & Aerospace Report Editor Vago Muradian.
3/6/2024 • 38 minutes, 17 seconds
Defense & Aerospace Daily Podcast [Mar 05, 24] Army UnderSec Gabe Camarillo
On this month’s Land Warfare program, sponsored by American Rheinmetall, Gabe Camarillo, the under secretary of the US Army, joins Defense & Aerospace Report Editor Vago Muradian to discuss how life under prolonged continuing resolutions is impeding America’s ability to rearm itself as Russia, China, Iran and North Korea increasingly field dangerous capabilities, why supplemental funding is vital not just to support its Ukrainian ally but also cover the cost of bolstering the Pentagon’s weapons stocks, lessons from the Ukraine war that are already shaping the future of the force, a look at the Army’s plans to transform its great power capabilities and how that plan will be reflected in the service’s upcoming budget request, the Army’s role in the Indo-Pacific, and the rationale behind the cancellation of the Future Armed Reconnaissance Aircraft program.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest continuing resolution to forestall a government shutdown, how an unprecedented half-year of continuing resolutions and delays to the Ukraine supplemental is complicating the Pentagon’s ability to rearm, the global implications of US presidential candidates and lawmakers parroting Vladimir Putin’s talking points, the prospect that Kyiv will fall if US aid ends or is further delayed, what to expect from the Biden administration’s upcoming budget request to be submitted to Congress on March 11, news reports that Boeing is considering acquiring Spirit AeroSystems, BWXT’s different business model, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
3/4/2024 • 33 minutes, 43 seconds
Defense & Aerospace Report Podcast [Mar 03, ’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 defense and aerospace stock performance last week as markets roared, Boeing considers buying Spirit AeroSystems, Leonardo and MTU results, BoA’s report on what the Air Force’s Next Generation Air Dominance aircraft might look like, Russia’s nuclear threats prompts German Chancellor Olaf Scholtz denies sending Taurus cruise missiles to Ukraine and criticizes Britain and France for escalating tensions with Moscow by furnishing Kyiv with precision weapons.
3/3/2024 • 57 minutes, 19 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Mar 01, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, sponsored by Bell, 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 Congress’ move to avert a government shutdown with another continuing resolution, outlook for Ukraine supplemental, Vladimir Putin’s growing confidence as he eliminates adversaries at home as his nuclear threats fracture NATO and messaging garners GOP support, Europe and America reject French President Emmanuel Macron’s suggestion to consider deploying troops to Ukraine as Russia again threatens nuclear attack prompting worry in Washington and German Chancellor Olaf Scholtz to deny cruise missiles for Kyiv and accuse France and Britain of escalation, EU president says its time to consider tapping frozen Russian assets to arm and rebuild Ukraine, Australian intelligence discover that former lawmaker worked directly for Beijing, and another bloody week in Gaza as Israel starves Gaza, steps up operations against the West Bank and prepares an offensive against Lebanon.
3/1/2024 • 57 minutes, 39 seconds
Defense & Aerospace Air Power Podcast [Feb 29, 24] Season 2 Ep8: Going Air Commando
The Air Force Special Operations community has gathered in Florida for its Special Air Warfare Symposium this week. AFSOC is still busy around the world, and we where they are and where they’re going with their commander, Lieutenant General Tony Bauernfeind. And we have the week’s headlines in airpower. Powered by GE!
2/29/2024 • 32 minutes, 17 seconds
Defense & Aerospace Daily Podcast [Feb 28, 24] Sam Bendett on Latest from Ukraine-Russia Conflict
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Sam Bendett of the Center for Naval Analyses, discusses the status of the Ukraine-Russia front as Moscow increases pressure and Ukraine uses more novel means to defend itself, whether Europe can fill the void as Congress continues to stall more aid to Kyiv, how commercial Western assistance can help Ukraine develop and field more effective weapons, whether adopting President Emmanuel Macron’s proposal to station training forces in Ukraine would deter further Russian aggression, efficacy of the Biden administration’s 500 new sanctions on Russia in the wake of Moscow’s decision to kill opposition leader Alexei Navalny, and whether a shift by landlocked Transnistria toward Moscow would have a meaningful impact on the war with Defense & Aerospace Report Editor Vago Muradian.
2/28/2024 • 27 minutes, 29 seconds
Defense & Aerospace Daily Podcast [Feb 27, 24] Covo w/ Purdue's Dr Mark Lewis
Dr. Mark Lewis, the chief of the Purdue Applied Research Institute, discusses the drive to advance national security research through five new labs — microelectronics, hypersonics, energetics, infrastructure and innovation, and tech acceleration and innovation — an update on hypersonic propulsion and control technologies, microelectronics for legacy systems as well as high temperature applications like hypersonic weapons, and the approach needed to accelerate the adoption of innovative technologies with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses prospects for a government shutdown, the case for a Ukraine supplemental and what the Biden administration should do to help Kyiv absent legislation, the impact of 500 new sanctions on Russia, European defense spending outlook as European governments strain under entitlement demands, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
2/26/2024 • 27 minutes, 35 seconds
Defense & Aerospace Report Podcast [Feb 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 to discuss another big week on Wall Street; budget uncertainty in Washington as well as France and Germany; the slow pace of Western rearmament, leadership changes at Boeing to improve production quality; whether business travel will decline with changes in how many work and high pricing; earnings analysis as BAE Systems, Garmin, Hensoldt, Hexcel, MTU, and Rolls-Royce report; Washington’s 500 new sanctions on Russia in the wake of the killing of opposition leader Alexei Navalny; Hungary’s decision to buy 18 Saab Gripen C/D fighters that it started leasing in 2001 as signal of Budapest’s approval of Sweden’s NATO membership; and takeaways from the Singapore Airshow.
2/25/2024 • 51 minutes, 39 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Feb 23, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, CavasShips Podcast cohost and Provision Advisors founder Chris Servello, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss Biden administration’s imposition of 500 new sanctions on Russia in the wake of the Alexei Navalny’s killing as Western government’s negotiated a deal that would have released the opposition leader and others from captivity in exchange for Russian spies and thugs, what governments need to do as Russia grows more aggressive in waging war on Western nations from assassinations on their soil to malign information operations, how to destablize Vladimir Putin and his increasingly brittle regime by wooing senior Russian leaders with eased sanctions and financial incentives, revelation of the global scope and details of China’s cyber espionage worldwide, global implications of America’s continuing support for Israel as Jerusalem continue strikes on Gaza and indefinite military occupation while rejecting two-state solution, and Armenia’s decision to suspect participation in the Collective Security Treaty Organization.
2/23/2024 • 54 minutes, 56 seconds
Defense & Aerospace Air Power Podcast [Feb 22, 24] Season 2 Ep7: Yes, Masters
We usually look at the future of airpower. In this episode, we look at the past – at least as the public sees it. The Apple TV series Masters of the Air depicts bomber combat in the Second World War. Is it realistic? And what will the public learn from it about airpower, for better or worse? We ask aviation historian Doug Birkey. Dr. Tom Karako brings us up to date on the air war in Ukraine. And some of the week’s headlines. Powered by GE!
2/22/2024 • 37 minutes, 34 seconds
DEFAERO Strategy Series [Feb 21, 24] Russia, Ukraine and the On-going Conflict
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, discuss the tenth anniversary of Russia’s annexation of Ukrainian territory and the second anniversary of Moscow’s attempt to seize Kyiv, the imperative to get far tougher on Russia that’s been at war with the West for decades, how to punish an increasingly emboldened Vladimir Putin who killed opposition leader Alexei Navalny and assassinated a Russian defector in Spain, the imperative for Congress to approve more military assistance to Ukraine, why actively destabilizing the Putin regime must become a priority, and roundup of views from Armenia, Georgia, Azerbaijan and Turkey with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses takeaways from the Munich Security Conference as Vladimir Putin kills his political adversary Alexei Navalny and Ukraine looses ground as GOP leaders continue to block aid for Kyiv, analysis of the US Air Force’s reorganization to better prepare for great power conflict and update on the competition to quickly field a Collaborative Combat Aircraft; and Joy Schoffler of Distinctive Edge Partners on the competition among innovative cyber, space, AI and renewable energy companies on the sidelines of the SXSW gathering in Austin next month with Defense & Aerospace Report Editor Vago Muradian.
2/20/2024 • 32 minutes, 50 seconds
Defense & Aerospace Report Podcast [Feb 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 to discuss market’s new worries about higher shipping costs as traffic diverts around Africa in wake of Houthi Red Sea attacks, China’s deepening economic woes, Airbus earnings and what results mean for Boeing, US Air Force’s reoptimization for great power conflict, drive to accelerate programs like Next Generation Air Dominance as well as move to allow three of five Collaborative Combat Aircraft competitors to advance in Increment One of the effort, Ukraine begs for more aid and strikes security and arms deals with France and Germany as GOP lawmakers balk on helping Kyiv, and expectations for the Singapore Air Show.
2/19/2024 • 56 minutes, 20 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Feb 16, ’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 Senate passage of a $95 billion aid package for Ukraine, Israel and Taiwan and whether growing Russian provocations from the killing of opposition leader Alexei Navalny to prospect of nuclear-tipped antisatellite weapons will prompt a GOP-led House will follow suit, how the administration needs to respond to Russia’s growing empowerment in the wake of Republican obstructionism and pro-Russia rhetoric by President Trump and leading GOP lawmakers, Estonia’s warning Russia may attack the alliance within a decade, the second anniversary of the administration’s productive Indo-Pacific strategy, how Washington needs to influence Bibi Netanyahu, and political implications of Democrat Tom Suozzi’s win in New York, retirement of key members like Wisconsin Republican Rep. Mike Gallagher, and former Maryland Gov. Larry Hogan’s senate bid.
2/16/2024 • 56 minutes, 19 seconds
Defense & Aerospace Air Power Podcast [Feb 15, 24] Season 2 Ep5: SECAF Speaks
The Air Force has announced a major reorientation toward great power conflict, but that’s not all they’re doing. Air Force Secretary Frank Kendall discusses his priorities and the next steps to change the air service. And Mitchell Institute Dean LtGen (Ret.) David Deptula recaps the AFA warfare symposium. Plus a headline or two. Powered by GE!
2/15/2024 • 41 minutes, 19 seconds
Defense & Aerospace Podcast [Feb 14, 24] U.S.-China Rivalry in a Neomedieval World
On this week’s Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Dr. Tim Heath and Barry Pavel of RAND Corporation join host Vago Muradian to discuss the federally-funded research and development center’s new report — “U.S.-China Rivalry in a Neomedieval World: Security in an Age of Weakening States” — that was co-authored by Heath as well as Weilong Kong and Alexis Dale-Huang.
2/14/2024 • 32 minutes, 26 seconds
Defense & Aerospace Podcast [Feb 12, 24] Exclusive: Convo w/ CSAF Gen Dave Allvin
Air Force Chief of Staff General Dave Allvin just announced a major re-orienting of the service to focus on great power competition. In this special episode, General Allvin explains the background and details of his proposals with the Air Power Podcast team.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the global impact of a chaotic week in Washington, growing European defense investment as allies gird for return to power of anti-NATO and pro-Putin Donald Trump, what to expect from three key meetings in Europe — the Ukraine Contact Group, NATO foreign ministers and Munich Security Conference — tempering comparisons that today’s security environment mirrors the 1930s, why turmoil in the Middle East after Hamas’s Oct. 7 attack on Israel hasn’t escalated into a wider regional war, South Korea tapped to provide air defense for Saudi Arabia, recap of key reports issued last week, what to expect at the Air and Space Forces Association’s Warfare Symposium next week, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
2/12/2024 • 32 minutes, 10 seconds
Defense & Aerospace Report Podcast [Feb 11, ’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 performance of the group as the Standard & Poor’s 500 hits an all time high, more production problems on 50 new Boeing jets, Spirit AeroSystems suspends 2024 guidance, whether United Airlines will cancel its order for 100 Max 10 jets, after billions of dollars in investment, the the US Army cancels its Future Armed Reconnaissance Aircraft, Babcock and Saab capital markets days, and Ukraine’s new military leadership.
2/11/2024 • 51 minutes, 55 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Feb 09, ’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 chaotic week in Washington as Republicans torpedo their own border-Ukraine deal that Kyiv desperately needs, the Supreme Court again hears a case involving former President Trump, a special counsel labels President Biden “well meaning” but with “a poor memory,” update on whether a stand-alone Ukraine-Israel-Gaza aid measure is possible, how chaos in the world’s most important nation is being used by China and Russia to advance their global narratives, Volodymyr Zelenskyy replaces his popular top general, what the administration can do to get aid to Ukraine without congressional approval, former Polish President Lech Walesa’s call for US leaderships and step up its propaganda game, China’s economic woes worsen as Beijing spreads a bizarre rumor of civil war in Texas, and the search for a deal to end fighting in Gaza.
2/9/2024 • 52 minutes, 2 seconds
Air Power Pod [Feb 08, 24] Season 2 Ep5: Conv w/ Dave Alexander & AFA Warfare Symposium Preview
General Atomics Aeronautical Systems is making news all over the place, and their president Dave Alexander joins us to talk CCA, advanced air launched effects, and more. And John Tirpak previews next week AFA warfare symposium. Plus a big week for headlines in airpower.
Powered by GE!
2/9/2024 • 32 minutes, 46 seconds
Daily Podcast [Feb 07, 24] Investing in Printed Circuit Boards & SAIC's Model to Moving Faster
David Schild, the executive director of the Printed Circuit Board Association of America, discusses the push to convince Congress to back legislation investing in printed circuit boards; and SAIC Chief Technology Officer Bob Ritchie discusses how the company’s cloud-based command and control contract with the US Air Force can serve as a model for getting big things done fast with Defense & Aerospace Report Editor Vago Muradian.
2/7/2024 • 29 minutes, 24 seconds
Defense & Aerospace Daily Podcast [Feb 06, 24] Sam Bendett on Latest from Ukraine-Russia Conflict
On today’s program, sponsored by General Atomics Aeronautical Systems, Sam Bendett of the Center for Naval Analyses discusses how Ukraine can defend itself and wage offensive operations in the absence of US support, the unprecedented role of Chinese industry in Ukrainian capabilities, how Russia is improving its capabilities, the spat between the Ukrainian president and his chief of defense staff, and the Pentagon’s Replicator effort with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses appropriations, budget and supplemental outlook, analysis of Boeing’s earnings report and defense business, US arms exports, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
2/5/2024 • 29 minutes, 5 seconds
Defense & Aerospace Report Podcast [Feb 04, ’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 strong US jobs growth and declining inflation, the paradox of increasing air travel demand and declining fares, HII’s strong results, Boeing’s decision to suspend financial guidance for 2024 as management focuses on improving quality and withdrawal of request for a limited exemption for the 737 Max 7 engine inlet deicing system, the EU’s $54 billion economic aid package for Ukraine, and Washington’s decision to approve 40 F-16 Fighting Falcon fighters for Turkey and 40 F-35 Lightning II strike jets for Greece.
2/4/2024 • 45 minutes, 9 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Feb 02, ’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 bipartisan tax bill that passed the House, a border deal to clear more Ukraine funding hangs in the balance as the House moves to impeach Homeland Security Secretary Alejandro Mayorkas, the EU approves $54 billion in economic aid for Kyiv, Volodymyr Zelenskyy fires his popular chief of defense staff Gen. Valeri Zaluzhny, Washington telegraphs strikes on Iranian proxies in Syria and Iraq in retaliation for Tehran-backed militia’s attack that killed three Americans and wounded 40, Beijing purges its top rocket scientist as US and Chinese leaders meet, and the Gaza war continues as the Biden administration sanctions four Israelis for their role in West Bank violence against Palestinians and floats recognition of Palestinian state to pressure Jerusalem, and an update on the presidential race.
2/2/2024 • 51 minutes, 44 seconds
Defense & Aerospace Air Power Podcast [Feb 01, 24] Season 2 Ep4: Its Electric
Viable electric aircraft have been on the horizon for a while now. But it looks like the first customer might well be the United States Air Force. We’ll talk with a pioneer in the field, Kyle Clark, the head of Beta Technologies, whose Alia eVTOL plane just concluded testing with AFWERX and is in line for procurement. Plus headlines in airpower. Powered by GE!
2/1/2024 • 36 minutes, 17 seconds
Defense & Aerospace Daily Podcast [Jan 31, 24] Apex, 'Un-Trade Show' and The Needs Behind It
Sally deSwart, the managing director of Clarion Defence, discusses the new Apex innovation and technology conference in Washington, the events that will pave the way for January 2025 gathering, and what will make it unique; and Dr. Jimmy “Reverend” Jones, the Air Force’s service’s warfighting applications lead for STITCHES — System-of-Systems Technology Integration Tool Chain for Heterogeneous Electronic Systems; Shyam Sankar, Palantir’s chief technology officer; Colin Carroll who works strategy and growth at Anduril Industries; and Dr. Wes Naylor, Helicon Chemical’s CEO discuss how accelerate innovation at the Hudson Institute with Defense & Aerospace Report Editor Vago Muradian.
1/31/2024 • 55 minutes, 28 seconds
Defense & Aerospace Daily Podcast [Jan 30, 24] AIA's Eric Fanning & AUSA's Dan Roper
Eric Fanning, the president and CEO of the Aerospace Industries Association, discusses the budget and supplemental outlook, the Biden administration’s first ever National Defense Industrial Strategy, and what to expect at the Singapore Air Show; and on the first installment of our monthly land warfare segment, sponsored by American Rheinmetall, Dan Roper, a retired US Army colonel who is now the director of national security studies at the Association of the United States Army’s Land Warfare Institute, discusses lessons from the Ukraine war including the reality that people, equipment and weapons matter, look at the US Army’s Indo-Pacific role. and the services modernization plans with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the legislative implications of Donald Trump’s growing lead in the GOP presidential primary race, prospects for the Ukraine supplemental as lawmakers work toward a immigration deal and the White House says it would accept border closure to fund Kyiv, takeaways as leading companies report 2023 earnings and what to expect from disclosures this week including from Boeing, and a look at the week ahead; and Michael Harpin, the competitions section chief in the Cyber Defense Education and Training branch at the Cybersecurity and Infrastructure Security Agency, discusses the agency’s fifth annual President’s Cup cyber competition with Defense & Aerospace Report Editor Vago Muradian.
1/29/2024 • 27 minutes, 41 seconds
Defense & Aerospace Report Podcast [Jan 28, ’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 another strong week on Wall Street on reports that the US economy grew faster than anticipated in the last 2023 quarter, earnings reports, Boeing’s CEO appears on Capitol Hill as Alaska and United airlines CEOs blast the jetmaker and Sen. Maria Cantwell announces hearings, NATO orders $1.2 billion in new artillery shells as hopes of more Ukraine aid from America continue to dim, US Navy secretary suggests Britain needs a bigger military, UK Defence Secretary Grant Shapps argues for more ships and the Chief of the General Staff says it’s time for conscription.
1/28/2024 • 48 minutes, 3 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Jan 26, ’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 how Donald Trump is complicating a border-Ukraine aid deal and appropriations as the Pentagon runs out of assistance for Kyiv, whether America’s allies in Europe and Asia can keep Ukraine afloat until Washington gets its act together, the implications for American power and the global rules based order if Russia wins, Hungary pumps the brakes on Sweden’s NATO membership after Turkey approves Stockholm’s accession, implications of China’s weakened economy as well as population loss and increasingly unpopular leadership, North Korea’s recent nuclear saber rattling, congressional reaction to Biden administration’s strikes against Houthi targets, Israel’s continued rejection of peace efforts as Bibi Netanyahu continues to reject peace efforts and blames Qatar for funding Hamas — even though Doha did so with Jerusalem’s blessing — and New Hampshire primary takeaways.
1/26/2024 • 49 minutes, 58 seconds
Defense & Aerospace Air Power Podcast [Jan 25, 23] Season 2 Ep3: Yemeni Enemy
Operation Poseidon Archer, the U.S. effort to negate the Houthi threat to shipping, is all about naval aviation. How is it going and where is it going? We ask the Sagamore Institute’s Dr. Jerry Hendrix, a retired US Navy captain, naval aviator and strategist. CNA’s Sam Bendett updates the drone air war in Ukraine. And we even have some headlines in airpower. Powered by GE!
1/25/2024 • 37 minutes, 48 seconds
Defense & Aerospace Technology Report [Jan 24, 24] CAES COO Dr. Dave Young
On this week’s Technology Report, Dr. Dave Young, the chief operating officer officer of CAES — Cobham Advanced Electronic Systems — discusses electronic warfare lessons from the Ukraine war, how US capabilities compare to Russian and Chinese ones, the need to increase training with closely held EW systems before conflict to better prepare commanders on how best to employ them, scaling production through greater automation, impact of the CHIPS Act and the additional investment necessary in other vital fields with Defense & Aerospace Report Editor Vago Muradian.
1/24/2024 • 31 minutes, 9 seconds
Daily Podcast [Jan 23, 24] Dr. Keoki Jackson on Integrated Deterrence and Strategic Competition
Dr. Keoki Jackson, the senior vice president and general manager at the National Security Sector at MITRE, discusses the report the federally funded research develop center crafted with the Aspen Strategy Group — “A Sum Greater Than Its Parts: Integrated Deterrence and Strategic Competition” with Defense & Aerospace Report Editor Vago Muradian.
1/23/2024 • 32 minutes, 48 seconds
[Jan 22, 24] Byron Callan’s Week Ahead & Bryan Clark on Solving Problems with Today’s Tech
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the dimming outlook for Ukraine supplemental funding and the global implications of Washington rejecting more resources for Kyiv, the right approach to understanding geopolitical challenges, and a look at the week ahead; and Bryan Clark of the Hudson Institute discusses the think tank’s Jan. 24 conference — Solving Operational Problems with Today’s Technology — the first of a new series on innovation with Defense & Aerospace Report Editor Vago Muradian.
1/22/2024 • 28 minutes, 57 seconds
Defense & Aerospace Report Podcast [Jan 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 another big week on Wall Street, budget outlook in Washington as worries mouth regarding more Ukraine funding and what that tells allies and partners worldwide, growing number of parked aircraft as ticket prices drop, delivery and production numbers, Boeing taps the former head of naval nuclear reactors as its quality adviser after Alaska Airlines incident, Britain’s bilateral security pact with Ukraine, and a second flight of Northrop Grumman’s B-21 Raider bomber.
1/21/2024 • 48 minutes, 41 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Jan 19, ’23]
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 a short-term deal to keep government open as the prospect for Ukraine supplemental funding evaporates, Britain strikes a security pact with Ukraine as Kyiv’s losses among its most experienced troops mounts as Western weapons and ammunition run out, ways to keep funding Ukraine in absence of supplemental, US continues strikes on Houthis as Iran and Pakistan exchange strikes, DPP wins in Taiwan but loses control of parliament to KMT, Israel continues to brush off US peace efforts as cracks grow within Israeli government over how and whether to save hostages, and the GOP race after the Iowa Caucuses.
1/19/2024 • 46 minutes, 52 seconds
Defense & Aerospace Air Power Podcast [Jan 18, 23] Season 2 Ep2: The Dragon Flies
Dr. Brendan Mulvaney, Director of the China Aerospace Studies Institute at National Defense University, looks at China’s 2023 in the air and what’s likely in 2024. Plus this week’s headlines in airpower. Powered by GE!
Dr. Jerry McGinn, the director of the Baroni Center for Government Contracting at George Mason University, and Steve Grundman of the Atlantic Council and the Maxwell School of Citizenship and Public Affairs at Syracuse University — who both lead the Pentagon’s industrial policy office — discuss the Biden administration’s first ever National Defense Industrial Strategy that was unveiled by last week with Defense & Aerospace Report Editor Vago Muradian.
Good morning and here’s the blurb for today’s show — On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses Congress’ efforts to negotiate appropriations to fund the US government, look ahead to earnings as companies prepare to report earnings, assessing the pace of the Pentagon’s acquisition of complex weapons like Tomahawk cruise missiles, and a look at the week ahead; and Chris Servello, the co-host of the Cavas Ships podcast, discusses takeaways from the Surface Navy Association’s 36th national symposium with Defense & Aerospace Report Editor Vago Muradian.
1/16/2024 • 31 minutes, 39 seconds
Defense & Aerospace Report Podcast [Jan 15, ’24 Business 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 possible impact of higher than expected December inflation and rising oil prices in the wake of Houthi attacks on international shipping, Washington’s budget deal, increased FAA overnight over Boeing’s manufacturing after loose bolts found on 737 Max 9 jets — now rebranded the 737-9 — Berlin drops ban on exporting Eurofighters to Saudi Arabia, and Lockheed Martin’s Skunk Works rolls out its latest experimental jet for NASA — the X-59.
1/15/2024 • 34 minutes, 26 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Jan 12, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, sponsored by Bell, 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 squabbling over recent bipartisan budget deal, US and its allies strike Houthi missile sites that have been targeting Red Sea shipping, outlook for Ukraine aid as Kyiv is increasingly worries additional US and European help might not be coming, Taiwan holds elections, Israel continues to brush off US efforts to broker a peace deal, the Washington tempest in the wake of Defense Secretary Lloyd Austin’s hospitalization, and the Iowa Caucus.
1/12/2024 • 50 minutes, 28 seconds
Defense & Aerospace Air Power Podcast [Jan 11, 23] Season 2 Ep1: Thinking About Tomorrow
We look at the year ahead in airpower with a couple of expert seers: Mitchell Institute’s Heather Penney and Steve Trimble of Aviation Week. Plus this week’s airpower headlines. Powered by GE!
1/11/2024 • 33 minutes, 38 seconds
Defense & Aerospace Daily Podcast [Jan 10, 23] Sam Bendett & Tom Karako on Russia-Ukraine
Sam Bendett of the Center for Naval Analyses and Dr. Tom Karako of the Center for Strategic and International Studies discuss how Russia is stepping up its attacks on Ukraine and how Kyiv is taking the war to Russia while improving its defenses, increasingly critical role of nations like Japan in providing Patriot missiles as America and Europe inch toward approving more than $100 billion in military and economic assistance, Ukrainian efforts to dramatically increase drone production, how much longer Russia can sustain such high casualty rates, and details about Deputy Defense Secretary Kath Hicks’ Replicator effort with Defense & Aerospace Report Editor Vago Muradian.
1/10/2024 • 31 minutes, 15 seconds
Defense & Aerospace Daily Podcast [Jan 09, 24] Convo w/ HII CEO Chris Kastner
On today’s program Chris Kastner, the HII president and CEO, discusses the shipbuilding outlook as the Biden administration and Congress strike a budget deal; inflation, supply chain and workforce; carrier, amphibious and other ship programs; industrial base investment and accelerating submarine production; improving skilled trades retention; and how the company’s growth in technical services and IT is improving it’s shipbuilding capabilities with Cavas Ships co-host Chris Cavas and Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses big themes for 2024 and looks at the week ahead; and Chris Cavas and Chris Servello, the co-hosts of the Cavas Ships podcast, discuss what they expect to hear from US Navy leaders at the Surface Navy Association’s 36th national symposium Jan. 9-11 with Defense & Aerospace Report Editor Vago Muradian.
1/8/2024 • 30 minutes, 40 seconds
Defense & Aerospace Report Podcast [Jan 07, ’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 the big stories of 2024 including shifting economic expectations, global instability as defense spending driver, air travel demand, the FAA grounding of Boeing’s 737 Max 9 after an inflight depressurization incident as well as other near misses says about the aircraft production and air commercial air transport system, and impact of global elections on international security.
1/8/2024 • 37 minutes, 18 seconds
Defense & Aerospace Daily Podcast [Jan 05, 22] Washington Roundtable
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 look at what to expect in 2024 and their predictions on the stories to watch during the coming year.
1/5/2024 • 48 minutes, 31 seconds
Defense & Aerospace Report Podcast [Dec 22, ’23 Business Report] Year in Review
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 the key events of 2023 that will shape the coming year. This is our last program before the holidays until we resume coverage on Jan. 5.
12/22/2023 • 44 minutes, 42 seconds
Defense & Aerospace Technology Report [Dec 22, 23] Defense Year End Review
On today’s program, sponsored by GE Aerospace, the award winning hosts of the Defense & Aerospace Report’s award winning podcasts — Chris Cavas and Chris Servello of Cavas Ships, Laura Winter of the The Downlink, and JJ Gertler, the co-host of The Air Power Podcast — review the big stories from 2023 that will shape the coming year with Defense & Aerospace Report Editor Vago Muradian.
12/22/2023 • 45 minutes, 41 seconds
Defense & Aerospace Technology Report [Dec 21, 23] Year End Cyber Review
On this week’s Technology Report, Mark Montgomery, a retired US Navy rear admiral who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and the executive director of the Cyber Solarium 2.0 project, and Chris Cleary who until recently was the US Navy’s principal cyber adviser, discuss the key cyber stories of 2023 that will shape the coming year with Defense & Aerospace Report Editor Vago Muradian.
12/21/2023 • 36 minutes, 14 seconds
Defense & Aerospace Daily Podcast [Dec 20, 22] Year End Washington Roundtable
On this week’s Defense & Aerospace Report Washington Roundtable, sponsored by Bell, 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 keys stories in 2023 that will shape the coming year in Washington and around the world.
12/20/2023 • 52 minutes, 9 seconds
Daily Pod [Dec 19, 22]Year End Discussion on Russia-Ukraine Conflict
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Eugene Rumer, the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, and Sam Bendett of the Center for Naval Analyses, discuss the key Russia stories in 2023 that will shape the coming year with Defense & Aerospace Report Editor Vago Muradian.
12/19/2023 • 32 minutes, 18 seconds
Defense & Aerospace Daily Podcast [Dec 18, 22] End of Year Discussion w/ Byron Callan
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners with a year-end review of business, geopolitical and congressional news with Defense & Aerospace Report Editor Vago Muradian.
12/18/2023 • 30 minutes, 38 seconds
Defense & Aerospace Report Podcast [Dec 17, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as Wall Street surges to record territory after the Federal Reserve says will cut borrowing rates over the coming three years; takeaways from the $886 billion National Defense Authorization Act, the rising cost of the US Air Force’s Ground Based Strategic Deterrent by Northrop Grumman; Boeing and Raytheon get new top leaders; Britain, Italy and Japan sign a treaty to partner on the Global Combat Air Program; the five competitors for USAF’s Collaborative Combat Aircraft contest; and Chemring, British tanks and outlook for Ukraine aid.
12/17/2023 • 49 minutes, 49 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Dec 15, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, sponsored by Bell, 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 what’s now that the $886 billion National Defense Authorization Act is law, how the administration and Senate Democrats are working with GOP on a border deal to secure Ukraine funding next year, appropriations prospects as measures funding government set to expire in January, Vladimir Putin’s claim to be winning in Ukraine as EU opens accession process with Kyiv and Hungary blocks $50 billion in European aid for Ukraine, why US policymakers have to pay closer attention to Russia’s alliance with North Korea, implications of the White House backing a longer Israeli campaign against Hamas after initially criticizing Jerusalem for using excessive force against civilians in Gaza as the NDAA gave Israel everything it wanted, Xi Jinping’s state visit to Vietnam, Turkey’s renewed opposition to Sweden’s NATO member, and how Donald Trump is already shaping decision-making in Asia and Europe.
12/15/2023 • 43 minutes, 51 seconds
Defense & Aerospace Air Power Podcast [Dec 14, 23] Ep45: Asia Major
The IndoPacific covers more than a third of the Earth, and General Kenneth “Cruiser” Wilsbach is in charge of it all for the U.S. Air Force. He joins us with the latest on that volatile region and how the Air Force is building capabilities there. With coverage powered by GE!
12/14/2023 • 35 minutes, 18 seconds
Defense & Aerospace Daily Podcast [Dec 12, 23] Convo w/ HFX's Peter Van Praagh
On today’s program, sponsored by Bell, Peter Van Praagh, the president of HFX that convenes the annual Halifax International Security Forum, discusses they it’s vital to view China, Russia, Iran and North Korea as the “CRINKs” that constitute a coordinated threat to democracies worldwide, how to craft a nuanced strategy to counter then, the vital importance of giving Ukraine the support it needs to win and so diminish the CRINKs, what exactly constitutes the “international community,” the centrality of more clearly messaging to counter the rise of the hard right, what’s next after Israel’s war on Hamas ends, and how to rally global support to solve big problems with Defense & Aerospace Report Editor Vago Muradian.
12/13/2023 • 33 minutes, 57 seconds
DEFAERO Strategy Series [Dec 12, ’23] w/ Lt. Gen. Tom Copinger-Symes
On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Lt. Gen. Tom Copinger-Symes, the deputy commander of Britain’s Strategic Command, discusses relearning timeless lessons from the Ukraine war, the changing nature of advantage and imperative to adapt more rapidly, better integrating capabilities across allies and partners, how stripping bureaucracy from major programs like AUKUS can send a deterrence signal as powerful as fielding military capability, why leaders have to change how they lead a new generation of talent, educating senior civilian and military leaders on digital and cyber, getting the AI balance right in warfighting, and why recruiting must change to attract the best talent with Defense & Aerospace Report Editor Vago Muradian.
12/12/2023 • 43 minutes, 55 seconds
[Dec 11, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Western gloominess about Ukraine’s progress as the war stagnates, capabilities that the Russians as well as the United States and its allies are preparing to field, analysis of Anduril’s Roadrunner autonomous unmanned aircraft, Vladimir Putin’s announcement that he will run for another six-year term, influence of Russian “mothers’ in Moscow, and the stability of Russian society; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses expectations for the upcoming announcement about DoD’s Replicator effort, the implications of the Venezuelan referendum to annex Guyana's territory, whether frustration with Israel’s war on Hamas will have implications for US arms exports to the Middle East and elsewhere, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
12/11/2023 • 28 minutes, 59 seconds
Defense & Aerospace Report Podcast [Dec 10, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets; update on Airbus and Boeing 2023 deliveries; as Boeing passes on a new jetliner, Airbus eyes two programs to succeed A320, and could ask governments for launch aid; Boeing’s decision to eliminate its corporate strategy function; the possible implications of the V-22’s grounding; European view of the Ukraine war as gloominess in Washington grows; and criticism of Germany’s arms export approach.
12/10/2023 • 46 minutes, 7 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Dec 08, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, sponsored by Bell, 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, former Pentagon Comptroller Dr. Dov Zakheim, and our producer and Cavas Ships podcast co-host Chris Servello join host Vago Muradian to discuss key elements of the draft $886 billion National Defense Authorization Act; what it will take to pass the emergency supplemental for Ukraine, Israel and Taiwan; how much longer Ukraine can survive without additional military aid; lawmakers clear nearly 700 officers for promotion as a dozen four-stars continue to be blocked; the GOP’s three-seat House majority; messages China and other adversaries are drawing from the political theater in Washington; what’s next in Israel’s war against Hamas as international criticism of high civilian casualties mounts; how to stop the Houthi attacks on the USS Carney the Red Sea.
12/8/2023 • 1 hour, 6 minutes, 16 seconds
Defense & Aerospace Air Power Podcast [Dec 07, 23] Ep44: Tech Time
This week, Anduril Industries unveiled its Roadrunner, a new concept in air defense. We’ll hear about it from their Pat Morris. And A.J. Piplica, the CEO of Hermeus, on their new contract and forthcoming hypersonics tests. Of course, we also have this week’s airpower headlines. With power from GE!
12/7/2023 • 30 minutes, 27 seconds
Daily Podcast [Dec 06, 23] Speaking Clearer Than Truth on Industrial Policy w/ Jerry Hendrix
On today’s program, sponsored by Bell, Dr. Jerry Hendrix, a retired US Navy captain and strategist who is now a senior fellow with the Sagamore Institute, discusses his new National Review article — “Save the Military-Industrial Complex: The government must ensure our nation’s war making capacity” — that recommends establishing a White House lead to oversee the rebuilding of America’s defense and commercial industrial capabilities necessary for national security with Defense & Aerospace Report Editor Vago Muradian.
12/6/2023 • 34 minutes, 26 seconds
Defense & Aerospace Daily Podcast [Dec 05, 23] Conversations w/ Bill LaPlante & Frank Kendall
On today’s program, sponsored by Bell, Dr. Bill LaPlante, the undersecretary of defense for acquisition and Sustainment, and Air Force Secretary Frank Kendall discuss what the Defense Department is doing to rebuild the industrial capacity that they and others maintain is a key to deterrence, reward innovative new suppliers, and artificial intelligence with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Dr. Dov Zakheim of the Center for Strategic and International Studies, and Byron Callan of the independent Washington research firm Capital Alpha Partners discuss takeaways from the 10th annual Reagan National Defense Forum, and look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
12/4/2023 • 27 minutes, 30 seconds
Defense & Aerospace Report Podcast [Dec 03, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, Wall Street’s view of the US defense spending outlook as lawmakers work toward a budget deal, Germany’s rearmament drive, Rolls-Royce’s capital markets day and plans to exit electric propulsion, big week for Boeing as 787 deliveries to China are to resume and P-8 Poseidon win in Canada, but the company is eliminated from USAF contest to replace E-4B “doomsday” nuclear command and control planes, more change at Spirit AeroSystems as Textron cuts workforce, and worries over the safety of America’s air traffic control system.
12/3/2023 • 38 minutes, 15 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Dec 01, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, sponsored by Bell, 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 lawmakers’ moves to lay the foundations for a budget deal, nearly 700 military officers except four-stars could be confirmed soon, what’s next in Israel-Hamas war, NATO reaffirms support for Ukraine, implications of Geert Wilders’ win in the Netherlands, US-India relations in the wake of Washington’s move to prosecute Indian national for trying to assassinate American Sikh leader on US soil, Henry Kissinger’s legacy, and what to expect from this year’s Reagan National Defense Forum.
12/1/2023 • 48 minutes, 19 seconds
Defense & Aerospace Air Power Podcast [Nov 30, 23] Ep43: Less Filling, Fights Great
The less fuel you have to carry and the fewer aircraft needed to support the sharp end of the spear, the more effective you can be in combat. Deputy Assistant Secretary of the Air Force for Operational Energy Roberto Guerrero tells us how it’s done and blows our mind with some savings numbers. We have this week’s headlines in airpower. And it’s all powered by GE Aerospace!
On this week’s Technology Report, Dr. Wes Naylor, a retired US Navy captain and former commander of the Naval Air Warfare Center Training and Simulation Division who is now the CEO of Helicon Chemical, and Chris Servello, the co-host of the Cavas Ships podcast and Defense & Aerospace Report producer who is a co-founder of the Provision Advisor PR firm, discuss takeaways from this year’s Interservice/Industry Training, Simulation and Education Conference (I/ITSEC), technologies that will shape the future of training and simulation that in turn will shape large-scale synthetic environments and CJADC2, the Biden administration’s new supply chain approach and cyber security, as well as the legacy of Rear Adm. Jim Robb, USN Ret., who as president of the National Defense Industrial Association’s National Training and Simulation Association was a driving force in I/ITSEC’s growth with Defense & Aerospace Report Editor Vago Muradian.
11/29/2023 • 31 minutes, 42 seconds
Daily Podcast [Nov 28, 23] Ilan Berman on Russian Disinformation and the Western Response
On today’s program, sponsored by Bell, Ilan Berman, the president of the American Foreign Policy Council, discusses his new report — “Challenging Moscow’s Message: Russian Disinformation and the Western Response” — the history of Russian disinformation efforts, its successful Cold War campaigns as well as its more recent efforts, how to counter disinformation, and lessons from Israel’s war on Hamas in the wake of the Oct. 7 terror attacks with Defense & Aerospace Report Editor Vago Muradian.
11/28/2023 • 30 minutes, 13 seconds
Daily Podcast [Nov 27, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses the long-range unmanned systems duel between Ukraine and Russia as Moscow strikes Ukrainians targets and Kyiv responds, Russia’s improvements on Iran’s Shahed-136 attack drones that are not being produced outside Moscow, Russia’s improving capabilities and how Ukraine is adapting, how Iran, North Korea and Turkey are helping the Russian war effort, and Vladimir Putin’s comments at the AI Journey conference; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the six key questions to consider about the future of defense spending as the outlook for the Pentagon budget outlook as well as aid to Ukraine, Israel and Taiwan remains uncertain, what to expect at the upcoming Reagan National Defense Forum, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
11/27/2023 • 28 minutes, 13 seconds
Defense & Aerospace Report Podcast [Nov 26, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, the rebound in air travel that surpasses 2019 record, FAA decision to clear Boeing’s 737 Max 10 for flight testing, takeaways from Rheinmetall and Hensoldt’s capital market days, shifting investor sentiment on outlook for defense spending, future of Airbus Defense & Space, implications of jamming over the Middle East and around Ukraine that’s interfering with commercial air travel, and the rationale for a larger generation of unmanned aircraft for the Royal Navy.
11/26/2023 • 42 minutes, 5 seconds
Technology Report [Nov 22, 23] Mike McNerney on the Affordable Connectivity Program
On this week’s Technology Report, Mike McNerney, senior vice president for security at cyber insurance startup Resilience Previously and the director of VetsinTech that helps place veterans in tech jobs, discusses the group and its efforts including advocating that Congress fund the Affordable Connectivity Program — “Don’t Pull the Plug on Our Veterans” — the role of cyber insurance companies, the Biden administrations efforts to bolster national cybersecurity including across the defense industrial base, evolving threats, and why holding companies to account for neglecting threats and security can improve the safety of the entire ecosystem with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by Bell, Dr. Darrell Bricker, the CEO of Ipsos Public Affairs, discusses the 30-nation survey of global security trends conducted annually for the Halifax International Security Forum, the nations that are most and least trusted on security issues, and worldwide perceptions of US, Canadian, German, Chinese and Indian leadership; and Dr. Kathleen McInnis, the director of the Smart Women, Smart Power Initiative at the Center for Strategic and International Studies, discusses the key takeaways from this year’s Forum from the vital importance that Ukraine prevail over Russia, the awarding of the John McCain Prize to the people of Israel in the wake of the devastating Oct. 7 Hamas terror attack, and the Forum’s Peace with Women Fellows with Defense & Aerospace Report Editor Vago Muradian.
11/21/2023 • 29 minutes, 3 seconds
Daily Pod [Nov 20, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Ukraine’s latest attack on Moscow, an update on the war, new sanctions on Russian non-governmental organizations helping the country’s military as well as unmanned ground vehicle maker, as well as the changing role of the country’s social media arms; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses what’s next now that Congress moved in bipartisan fashion to keep the government open through January, takeaways from the Halifax International Security Forum as well as the Biden-Xi meeting at APEC, defense industrial strategy and deterrent, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
11/20/2023 • 28 minutes, 30 seconds
Defense & Aerospace Report Podcast [Nov 19, ’23 Business 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as inflation declines and Congress funds the government through mid-January, Babcock and BAE Systems earnings as well as AUKUS newsflow, takeaways from President Biden’s summit meeting with China’s Xi Jinping and the Dubai Airshow, Boeing’s decision to eliminate its top strategy post, and the General Atomics Aeronautical Systems’ Mojave short-takeoff and landing variant of the Predator makes history by taking off and landing aboard HMS Prince of Wales.
11/19/2023 • 39 minutes, 51 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Nov 17, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, sponsored by Bell, 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 bipartisan nature of the continuing resolution that will keep government open through January and what it tells us about what to expect on the authorization and appropriations legislation, how the Senate will circumvent Sen. Tommy Tuberville’s holds on some 450 military promotions, impact of continuing dysfunction prompting large numbers of House and Senate members to retire, impact of delayed Ukraine aid and message it sends worldwide, takeaways from Biden-Xi summit and message the meeting sends to allies in Europe and Asia, next steps in Israel’s campaign against Hamas in Gaza, rising tensions in the West Bank, and US efforts to contain Iran’s regional proxies.
11/17/2023 • 50 minutes, 43 seconds
Defense & Aerospace Air Power Podcast [Nov 16, 23] Ep42: Air, Air, Everywhere
This week, there was an airpower headline everywhere you turned. We cover them rapid-fire with Stacie Pettyjohn of the Center for A New American Security on her interview with Air Force secretary Frank Kendall; Mark Gunzinger of the Mitchell Institute on the B-21’s first flight; and our monthly update on air and missile defense from CSIS’s Dr. Tom Karako. Plus the headlines that have come in since! (All powered by GE Aerospace, of course.)
11/16/2023 • 45 minutes, 23 seconds
Defense & Aerospace Technology Report [Nov 15, 23] Mark Montgomery Review of Tech/Cyber Headlines
On this week’s Technology Report, Mark Montgomery, a retired US Navy rear admiral who is the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies and a Cyber Solarium 2.0 executive director, discusses President Biden’s executive order on artificial intelligence, next steps to improve its efficacy, the importance of designating the nation’s cloud computing ecosystem as critical national infrastructure, the budget outlook for cyber investment especially at law enforcement agencies like the FBI, takeaways from the recent Lockbit ransomware attack on Boeing, progress on bolstering the US Indo-Pacific Command’s capabilities to better deter China and Joint Chiefs Chairman Gen. CQ Brown’s statement that Beijing is unlikely to use force to unify with Taiwan with Defense & Aerospace Report Editor Vago Muradian.
11/15/2023 • 29 minutes, 47 seconds
Daily Podcast [Nov 14, 23] RUSI's Dr. Jack Watling on Conflict in Ukraine and Gaza
On today’s program, sponsored by Bell, Dr. Jack Watling, senior research fellow for land warfare at the Royal United Services Institute, discusses the reality that Ukraine’s counteroffensive has stalled, the imperative for allies to quickly commit to furnishing Kyiv with the capabilities it needs to win, how Russia has stepped up its game, how a lack of trained and experienced personnel is the critical factor in battlefield success, the message failing to step up to support Ukraine sends to China and other adversaries about the staying power and commitment of the United States and its allies, what Europe can do to step up its game, lessons from Israel’s war on Hamas in Gaza, the terror group’s plan to deliberately put civilians in harms way to impede the Israeli campaign, the challenges of fighting in cities, and Ukraine and Gaza lessons for Taiwan with Defense & Aerospace Report Editor Vago Muradian.
11/14/2023 • 43 minutes, 38 seconds
Daily Podcast [Nov 13 , 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Ukraine’s strikes against Russian Navy ships in Crimea, Kyiv’s arsenal of unmanned surface and aerial vehicles, what the revelation of Ukraine’s possible involvement in the destruction of the Nord Stream pipeline says about the country’s global operations against Russia and its interests, and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses prospects for a government shutdown as the current measure to fund the government expires Nov. 17 and outlook for a full-year continuing resolution, how Sen. Tommy Tuberville’s holds on military promotions might impact defense spending, prospect for Ukraine and Israel supplemental funding, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
11/13/2023 • 30 minutes, 58 seconds
Defense & Aerospace Report Podcast [Nov 12, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as US firms including RTX and Spirit AeroSystems raise funds, as the US government faces another shutdown threat; third quarter earnings from Airbus, Chemring, Hensoldt, Leonardo, Rheinmetall, TransDigm; Airbus’ relationship with Spirit AeroSystems; pre-reports; Federal Aviation Administration recommends grounding business jets powered by Pratt & Whitney engines that may contain components made of potentially contaminated powdered metal; GE Aerospace pays nearly $10 million to settle accusation it furnished the Army and Navy with parts that were improperly inspected or not to specification; Boeing subjected to apparent ransomeware attack that leads to disclosure of propriety data; and storyline expectations from the Dubai Airshow.
11/12/2023 • 53 minutes, 58 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Nov 10, ’23]
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 latest in Washington and around the world.
11/10/2023 • 51 minutes, 38 seconds
Defense & Aerospace Air Power Podcast [Nov 02, 23] Ep41: Death in an Amazon Box
The same technology that lets Ukrainians defend their nation against Russian tanks was used by Hamas to enable its attack on Israel. The spread of technology; the utility of airpower; the future of US high-tech programs – we talk it all with Dr. Caitlin Lee, who runs the acquisition and technology policy program at The RAND Corporation. We have this week’s headlines in airpower. And it’s all powered by GE Aerospace!
11/9/2023 • 41 minutes, 14 seconds
Defense & Aerospace Daily Podcast [Nov 08, 23] Veterans Service & Care at Home and Abroad
On today’s program, sponsored by Bell, EJ Herold, a retired US Army colonel who is now the chief strategist at the Veterans Coalition International, discusses the new organization’s mission of improving veterans’ services among allied and partner militaries, what we can learn from our allies and partners and what they can learn from America, the need to determine why US suicide rates are high and allied rates are low, how US treatment of service members and veterans have changed over the decades, Ukraine’s veteran needs and the obligation to help those fighting on behalf of allies everywhere, what’s next for the organization and US veterans care with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by Bell, Shyam Sankar, the chief technology officer at innovative big data and artificial intelligence firm Palantir, discusses the Biden administration’s new executive order on artificial intelligence, how the Pentagon is changing how it does business, the changes needed as the Defense Department increasingly works with a new generation of founder-owned and driven companies dedicated to national security, accelerating technology development cycles and increasing competition, and the additional changes needed to deliver the capabilities needed to address growing threats with Defense & Aerospace Report Editor Vago Muradian.
11/7/2023 • 38 minutes, 4 seconds
Daily Podcast [Nov 06, 23] Israel Update; Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Ilan Berman of the American Foreign Policy Council discusses what’s next in Israel’s war on Hamas and the kind of Palestinian leadership that will be necessary in Gaza after the conflict; Sam Bendett of the Center for Naval Analyses discusses conflicting statements between Ukrainian President Volodymyr Zelenskyy and Chief of Defense Staff Gen. Valerii Zaluzhnyi, the capabilities Ukraine will need to counter Russia’s improving weapons, and the Kremlin’s case that there’s only one Vladimir Putin; Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the logic behind House Speaker Mike Johnson decisions, appropriations prospects and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
11/6/2023 • 38 minutes, 26 seconds
Defense & Aerospace Report Podcast [Nov 05, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as the Federal Reserve increase in short term borrowing rates slow new jobs growth; earnings trends as Bombardier, BWXT Technologies, Garmin, HII, Howmet, Leonardo DRS, Parsons, Thales report third quarter earnings and Spirit AeroSystems pre-reports; implications of Germany quitting partnership in the SCAF future fighter effort with France and Spain to join the British-led Tempest or Global Combat Air Program with Italy and Japan; the future of combat air capabilities and the balance between manned systems like Tempest, SCAF and the US Air Force’s Next Generation Air Dominance program and sophisticated unmanned efforts like the Collaborative Combat Aircraft; the apparently different approaches of the two NGAD competitors — Boeing and Lockheed Martin; Lockheed Martin’s “re-scoped” reconnaissance capability; the surging global growth of Korean industry; and Russia’s war on Ukraine.
11/5/2023 • 49 minutes, 46 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Nov 03, ’23]
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 GOP move to separate Israel funding from President Biden’s $106 billion request for Ukraine, Israel and Taiwan; what’s next for Ukraine funding; update on House and Senate appropriations as current continuing resolution heads toward Nov. 17 expiration; as Washington dickers over supporting Israel and Ukraine in their ours of need, America’s allies question US reliability, handing wins to Russia and China; Senate lawmakers circumvent Sen. Tommy Tuberville to confirm new Navy and Air Force chiefs; Israel continues campaign as nations pressure Jerusalem to spare civilian casualties in its drive to eradicate Hamas; whether Vladimir Putin’s strategy of patience will pay off in Ukraine; what’s next for Kyiv as leaders warn of stalemate; whether China will take advantage of global chaos to advance its regional interests; Biden administration’s new Indo-Pacific economic initiative, and a roundup of regional news.
11/3/2023 • 47 minutes, 37 seconds
Defense & Aerospace Air Power Podcast [Nov 02, 23] Ep40: Ask Dr. Science
Whether high-end fighters, swarming drones, or hypersonic weapons, former Director of Defense Research and Engineering and former Air Force chief scientist Dr. Mark Lewis has been deep in the details. He joins us to look at how to turn the latest technologies into successful programs. And NGAD news in this week’s airpower headlines.
And it’s all powered by GE Aerospace!
11/2/2023 • 46 minutes, 15 seconds
Technology Report [Nov 01, 23] Biden Admin AI Executive Order and Latest Cyber Headlines
On this week’s Technology Report, John CoFrancesco, the founder of Applied AI Company, discusses the Biden administration’s new executive order to ensure safe, secure and trustworthy artificial intelligence, efforts to use the“Political Declaration on the Responsible Use of Artificial Intelligence and Autonomy” as a foundation for a global standard, why fear of the technology is misplaced, the implications of the SEC’s suit against SolarWinds’ CISO, countering cyber and social efforts by Iran as well as its allies China and Russia, and outlook for constraining irresponsibility of social media firms with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by Bell, Dr. Jerry McGinn, the director of the Baroni Center for Government Contracting at George Mason University, Dr. Bill Greenwalt of the American Enterprise Institute, and Steve Grundman of the Atlantic Council and the Maxwell School of Citizenship and Public Affairs at Syracuse University — who all led the Pentagon’s Manufacturing and Industrial Base Policy office — discuss the DoD’s upcoming industrial strategy, what’s necessary to dramatically increase weapons production, the importance of harnessing commercial industry to manufacture defense products in volume, the Pentagon’s Replicator effort, designing weapons for mass production and more with Defense & Aerospace Report Editor Vago Muradian.
10/31/2023 • 35 minutes, 2 seconds
Daily Pod [Oct 30, 23] Israel Update; Russia-Ukraine & Week Ahead
On today’s program, sponsored by HII, veteran Israeli security reporter and analyst Barbara Rome on Phase Two of Israel’s military operation to eradicate Hamas in Gaza and how Israeli forces can root out terrorists when Hamas uses innocent Gazans as shields, and the prospect of a wider regional war; Sam Bendett of the Center for Naval Analyses discusses the latest on the Ukraine war; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the defense industry implications of new House Speaker Mike Johnson, takeaways from third quarter 2023 earnings and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
10/30/2023 • 36 minutes, 36 seconds
Defense & Aerospace Report Podcast [Oct 29, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as the US economy continues to roar; increasing concern that NATO is approaching the bottom of its weapons barrel as Russia’s war on Ukraine continues and Israel’s needs further strain limited supplies; Lockheed Martin’s decision to not pursue next batch of USAF tankers prompting Airbus to press ahead on its own; analysis of third quarter earnings as Boeing, CACI, CAE, Crane, GD, GE, Hexcel, Kongsberg, L3Harris, MTU, Northrop Grumman, RTX, Saab, Safran, Teledyne, and Textron report; Beta Technologies flies it’s ALIA all-electric aircraft 2,000 miles from Burlington, Vermont, to Elgin Air Force Base in Florida.
10/29/2023 • 45 minutes, 24 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Oct 27, ’23]
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 what to expect from new House Speaker Mike Johnson, R-La., on keeping government open, defense spending and Ukraine aid; how Russia, China, Iran and North Korea are advancing their interests in the wake of Hamas’ terror attacks on Israel; what’s next for Israel’s war on Hamas as Jerusalem struggles to shape a strategy and allies urge caution and prioritize freeing some 220 hostages held in Gaza; China’s surge in air and naval presence in the Taiwan Strait as a Chinese fighter comes within 10 feet of a US Air Force B-52 bomber operating in international airspace over the South China Sea; whether Hungary will follow Turkey in blessing Sweden’s NATO accession; what Poland’s election outcome means for Europe’s other autocrats; Australian Prime Minister Antony Albanese’s state visit to Washington and more.
10/27/2023 • 49 minutes, 46 seconds
Defense & Aerospace Air Power Podcast [Oct 26, 23] Ep39: Game of Drones
Whether you call them uninhabited, unmanned, or uncrewed, remotely piloted aircraft are making a big impact on today’s hot wars and the thinking about conflicts to come. The company that took UAVs big time in the United States is General Atomics Aeronautical Systems, and their president, Dave Alexander, joins us to look at what they’re doing and what’s coming down the road. And we have this week’s headlines in airpower.
And it’s all powered by GE Aerospace!
10/26/2023 • 36 minutes, 35 seconds
[Oct 25, 23] Printed Circuit Board Association of America's David Schild & AltrEgo's Veronika Mudra
On this week’s Technology Report, David Schild, the executive director of the Printed Circuit Board Association of America, discusses the critical role of printed circuit boards in semiconductor ecosystem and importance of investment in national and allied capabilities and capacity; and Veronika Mudra, the CEO of AltrEgo, a UAV, counter-UAV and cyber company founded by Ukrainian American women, discusses how the California-based company rapidly fields unmanned and cyber capabilities to address needs identified by frontline units with Defense & Aerospace Report Editor Vago Muradian.
10/25/2023 • 35 minutes, 50 seconds
DEFAERO Strategy Series [Oct 24, ’23] w/ Dr. Thomas Barnett
On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Dr. Thomas Barnett, the author of “America’s New Map,” discusses the challenges the United States faces over the coming decades — including from climate, economic, and demographic change — and how taking cues from history can help shape a more secure future, why America needs to form a union that brings together the north and south of the continent, how Washington should counter the narratives spun by authoritarian powers like China, and more with Defense & Aerospace Report Editor Vago Muradian.
10/24/2023 • 52 minutes, 41 seconds
[Oct 23, 23] Former Amb to Israel Jim Cunningham; Sam Bendett & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Amb. Jim Cunningham, America’s former ambassador to Israel, discusses what’s next for Israel’s war on Hamas as Washington pressures Jerusalem to delay ground offensive to free hostages held by the terror group and avoid a second front with preemptive attack on Hezbollah; Sam Bendett of the Center for Naval Analyses discusses the latest on the Ukraine war; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses chaos on the Hill as the GOP continues searching for a House speaker, latest outlay figures, takeaways from Israel’s war on Hamas, Lockheed Martin’s third quarter earnings and earnings expectations and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
10/23/2023 • 33 minutes, 56 seconds
Defense & Aerospace Report Podcast [Oct 22, ’23 Business 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, continuing chaos on Capitol Hill, President Biden's $105 billion aid request for Ukraine, Israel and Taiwan, Boeing's new agreement with Spirit AeroSystems, Lockheed Martin's third 2023 quarter earnings and expectations for the group as they report over the coming weeks, capabilities Ukraine needs as it employs ATACMS missiles and unconventional means to retake territory occupied by Russia, challenges Israel faces in fighting Hamas in Gaza, and takeaways from the National Business Aviation Association's conference.
10/22/2023 • 37 minutes, 55 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Oct 20, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, Dr. Kathleen McInnis of the Center for Strategic and International Studies, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss continuing the GOP’s inability to pick a new speaker, support for President Biden’s request for $105 billion in security assistance for Israel, Ukraine and Taiwan, Biden’s trip to Israel and what’s next Jerusalem prepares ground invasion of Gaza, prospects the conflict will spread, Ukraine’s use of ATACMS and new capabilities Kyiv needs as war enters its 22nd month, impact of Poland’s election, China’s meeting of Belt and Road Initiative partners, Kurt Campbell’s new job as deputy Secretary of State, roundup of Indo-Pacific news.
10/20/2023 • 50 minutes, 46 seconds
Defense & Aerospace Air Power Podcast [Oct 19, 23] Ep38: Change in the Air
Across the world, the role of airpower is changing. We see democratization, with small groups and even individuals operating commercial drones in military operations. The US Air Force is moving to make a substantial portion of its fleet uninhabited. Air arms around the world are moving to fifth generation aircraft and in some cases starting on the sixth. To break it all down, we’ll be joined by a man who has propelled a lot of that change – former Air Force A2 and Dean of the Mitchell Institute for Aerospace Studies, retired Lieutenant General Dave Deptula. Plus airpower headlines. And it’s all powered by GE Aerospace!
10/20/2023 • 39 minutes, 26 seconds
Daily Podcast [Oct 18, 23] Steve Deal & Chris Servello On Ways to Fix Naval Education
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, retired Navy Captain Steve Deal, former Deputy Chief of Staff to the Secretary of the Navy and head of the 2018 Education for Seapower Study and Report joins our very own Chris Servello, co-host of the CavasShips podcast to discuss military education and specifically Steve's recent article "What is Broken About Naval Education," with host Vago Muradian.
10/18/2023 • 37 minutes, 15 seconds
Defense & Aerospace Daily Podcast [Oct 17, 23] Dr. Audrey Kurth Cronin on How Israel Can Win
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Audrey Kurth Cronin, the director of the Carnegie Mellon Institute for Strategy and Technology and the author of the recent article in Foreign Affairs — “How Israel Can Win” as well as the books “Power to the People” and “How Terrorism Ends” — discusses what Israel has to do to achieve its aim of eradicating the Hamas from Gaza, identifying a legitimate successor a group that has terrorized Israeli and Gazans, prospects for a wider war and the role of the United States in averting it, and what a path to reconciliation looks like with Defense & Aerospace Report Editor Vago Muradian.
10/17/2023 • 33 minutes, 47 seconds
[Oct 16, 23] Israel Update; Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, veteran Israeli journalist and analyst Barbara Rome discusses the end game of Israel’s impending invasion of Gaza, the need for “new thinking” to eradicate Hamas, and the role of international pressure shaping the duration of the Gaza operation; Sam Bendett of the Center for Naval Analyses discusses the latest on the Ukraine war including Russia’s offensive against Avdiivka to relieve pressure on the Ukrainian drive to regain territory in the south, whether the global focus on Israel’s Hamas war distractions attention and support for Kyiv, and more Russian lessons from the Hamas war; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the defense sentiment impact of the new house speaker, outlay projections and defense industry earnings expectations as Lockheed Martin prepares to report on Oct. 17, takeaways from AUSA and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
10/16/2023 • 34 minutes, 18 seconds
Defense & Aerospace Report Podcast [Oct 15, ’23 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Richard Aboulafia of the AeroDynamic Advisory consultancy, and Dr. Kevin Michaels, AeroDynamic Advisory’s managing director, join Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as annual inflation drops but gas and rents rise; how investors are responding to continuing GOP chaos on Capitol Hill and Israel’s expanding war on Gaza in the wake of Hamas’ deadly terror attacks; supply chain issues complicating US ability to act as arsenal of democracies to replenish its depleted stocks as well as Ukraine, Israel and Taiwan; how global defense is changing; lessons from Ukraine and the sophisticated Hamas attack on Israel; implications of Boeing’s delivery of only 15 737 jetliners because of production problems at Spirit AeroSystems; and look at the future of commercial aircraft propulsion.
10/15/2023 • 45 minutes, 27 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Oct 13, ’23]
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 continuing chaos in GOP caucus as members deadlocked over new speaker as another shutdown looms, congressional support for more aid for Ukraine, Taiwan and Israel, Hamas’ deadly attack on Israel and what’s next as Prime Minister Netanyahu vows to eradicate the terror group that leads Gaza, whether negotiations to free Israeli and Western hostages will be successful and could pave the way for future peace, whether the catastrophic nature of Israel’s failure to detect the impending attack and the sluggish nature of the IDF’s response diminishes the country’s reputation for military prowess that’s at the heart of its conventional deterrence, when international pressure will prompt Israel to halt Gaza operation, concerns that pro-Hamas demonstrations by Muslim Europeans will fuel a backlash including boosting prospects for right-wing, anti-immigration parties, update on the Ukraine war, lessons China is drawing from the latest Middle East crisis, and a roundup of Indo-Pacific headlines.
10/13/2023 • 45 minutes, 3 seconds
Defense & Aerospace Air Power Podcast [Oct 12, 23] Ep37: Joining the Rotary Club
It’s AUSA convention time, and we hear from an Army aviation legend. Former Major General Jeff Schloesser goes deep on military implications of world events, the changing nature of command and operational concepts, and the future of rotorcraft. Plus we break news of a new U.S. fighter in our airpower headlines. And it’s all powered by GE Aerospace!
10/12/2023 • 43 minutes, 26 seconds
Daily Podcast [Oct 11, 23] American Rheinmetall's Steve Hedger & Thales UK's Alex Creswell
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Steve Hedger, the CEO of American Rheinmetall — the US arm of German defense and aerospace contractor Rheinmetall — discusses the company’s growth in the wake of the Ukraine war, lessons from the conflict that are shaping its portfolio, delivering on orders, and growth in the US market after being downselected as a finalist in the US Army’s Optionally Manned Fighting Vehicle contest; and Alex Creswell, the CEO of Thales UK — one of Britain’s leading defense and aerospace firms — discusses lessons from conflicts in Israel and Ukraine, the importance of industrial base resilience, bolstering translation cooperation and the need for a new generation of truly modular weapons with Defense & Aerospace Report Editor Vago Muradian.
10/11/2023 • 24 minutes, 44 seconds
Daily Podcast [Oct 10, 23] Headline Review w/ Ron Epstein, Richard Aboulafia & JJ Gertler
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securties, Richard Aboulafia of the AeroDynamic Advisory consultancy, and JJ Gertler of the Teal Group as well as co-host of The Airpower Podcast discuss lessons from Hamas’ terror attack on Israel and the Ukraine war, why nations consistently forget hard earned lessons, how the global defense industrial environment is changing, the budget outlook and how growing debt and rising interest rates may impact future spending and more with Defense & Aerospace Report Editor Vago Muradian from the sidelines of The Aerospace Event in Washington, DC.
10/10/2023 • 29 minutes, 9 seconds
Daily Podcast [Oct 09, 23] Israel Update; Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, veteran Israeli journalist and analyst Barbara Rome discusses the unprecedented Hamas terror attack on Israel that left more than 700 dead, thousands wounded and more than 100 taken hostage, the intelligence failure and slow response by the Israel Defense Force, how the conflict needs to be resolved, and the assistance Israel needs from Washington and its allies; Sam Bendett of the Center for Naval Analyses discusses the latest on the Ukraine war as well as the lessons Russians are drawing from Hamas attack on Israel; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the defense budget outlook under a new House speaker, implications of a world descending into entropy, and the importance of land forces as the Association of the United States Army’s annual convention convenes with Defense & Aerospace Report Editor Vago Muradian.
10/9/2023 • 41 minutes, 40 seconds
Defense & Aerospace Report Podcast [Oct 08, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as strong US jobs growth raises prospect of more Federal Reserve interest rate hikes, air travel outlook, change in management at Spirit AeroSystems as Boeing eyes raising 737 production rate to 57 jetliners a month, Rheinmetall’s articulacy ammunition contract for Germany and Ukraine moves ahead, Poland selects Thales combat system for the country’s frigates, Ukraine’s Antonov Europe’s ADS aerospace and defense trade group, look at Saab’s new A26 submarine, and what to expect from the Association of the United States Army’s annual conference and tradeshow next week.
10/8/2023 • 58 minutes, 43 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Oct 06, ’23]
Joining us today to review the week in Washington and the world are Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend with the Center for a New American Security, and Dr. Kathleen McInnis of the Center for Strategic and International Studies join host Vago Muradian to discuss the race to replace Rep. Kevin McCarthy, R-Calif., as House speaker and the look ahead to how the choice will shape the budget outlook and Ukraine spending, whether chaotic GOP and former President Trump’s mounting legal woes and latest revelation he disclosed nuclear submarine information will dim Republicans’ electoral prospects, global impact of congressional perfidy regarding assistance to Kyiv and prospect of Trump’s return to office, Ukraine and EU membership, President Biden’s upcoming meeting with Xi Jingping as Beijing escalates tensions with Taiwan and Philippines, Japan wants to accelerate $1.4 billion Tomahawk acquisition, US shoots down Turkish drone over Syria, and whether the award of the Nobel Peace Prize to Narges Mohammadi will improve the lives of oppressed Iranian women.
10/6/2023 • 59 minutes, 35 seconds
Defense & Aerospace Air Power Podcast [Oct 05, 23] Ep36: Into the Drone Zone
Andrew Van Timmeren of Anduril tells us how the Fury high-performance adversary air UAV came to be and where the program is going. CSIS’s Dr. Tom Karako adds the latest on air and missile defense. Plus airpower headlines. And it’s all powered by GE Aerospace!
10/5/2023 • 44 minutes, 49 seconds
Defense & Aerospace Daily Podcast [Oct 04, 23] Michael Herson on Latest Congressional News
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Michael Herson, the president of American Defense International, discusses why California Republican Rep. Kevin McCarthy was ousted from the House speakership, the implications of the move, candidates as the next speaker, outlook for Ukraine aid and impact on 2023 and 2024 elections with Defense & Aerospace Report Editor Vago Muradian.
10/4/2023 • 30 minutes, 57 seconds
[Oct 03, 23] Mark Montgomery on Urgent Steps to Prevent American Military Defeat in the Pacific
Mark Montgomery, a retired US Navy rear admiral who is the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and a Cyber Solarium 2.0 executive director, discusses the five steps Washington urgently needs to take to preserve deterrence and prevent losing a war against China, the three things that must happen by the end of the year, the amount of annual funding necessary to field vitally needed hypersonic defense and long-range strike capabilities, working more closely with allies and partners, and why surging weapons production for Ukraine will be vital for the Indo-Pacific as well with Defense & Aerospace Report Editor Vago Muradian.
10/3/2023 • 34 minutes, 12 seconds
[Oct 02, 23] Update from Micahel Herson; Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Micahel Herson of American Defense International discusses how lawmakers averted a government shutdown with a last-minute deal and what’s next for House Speaker Kevin McCarthy; Sam Bendett of the Center for Naval Analyses discusses the latest on Russia’s war on Ukraine, Vladimir Putin’s decision to tap Andrei Troshev as Wagner Group’s new leader and role in Ukraine, Russia’s latest test of its Burevestnik nuclear-powered cruise missile, and the ethnic cleansing of Armenians from Nagorno-Karabakh; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense spending, a look at the week ahead and what to expect from the upcoming AUSA conference and tradeshow with Defense & Aerospace Report Editor Vago Muradian.
10/2/2023 • 42 minutes, 43 seconds
Defense & Aerospace Report Podcast [Oct 01, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets including prospect of more Federal Reserve hikes in borrowing rates to achieve 2 percent inflation target, Europe’s lowest inflation rate in two years, investors continuing concern with RTX’s geared turbofan issues and impact on Airbus, Airbus announcement that Christian Scherer will head the giant’s commercial aircraft arm, Air France’s A350 and Air Canada’s 787 orders, Germany’s surging defense spending, Czech Republic’s makes official its purchase of 24 F-35 Lightning II fighters, impact of Sen. Bob Menendez stepping down from his chairmanship of the Senate Foreign Relations Committee, Saab prepares to roll out new A26 submarine, and a look ahead at the Up Summit.
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 looming risk of what could prove a prolonged government shutdown and how GOP efforts to impeach President Biden as well as Ukraine aide will impact Washington’s budget politics over the coming months, whether former President Trump’s new legal woes in New York will impede his political prospects, European support for Ukraine even as Russian disinformation efforts shape the outcome of elections in Slovakia, impact of M1 tanks on the battlefield as the administration continues to deliberate ATACMS deliveries, North Korea returns US Army soldier Travis King to United States via China, mounting tensions between Beijing and Manila as Philippines dismantles Chinese sea barrier to impede Filipino access to its internationally recognized territorial waters, US sponsored Pacific Island meeting, Israeli-Saudi tanks, the crisis in Nagorno Karabakh and what it means for Armenia’s longevity as an independent state, and Trump’s threatening commends about outgoing Joint Chiefs Chairman Gen. Mark Milley.
9/29/2023 • 1 hour, 5 minutes, 44 seconds
Defense & Aerospace Air Power Podcast [Sep 28, 23] Ep35: Here’s Waldo!
With major aircraft programs taking decades to put hardware on the ramp, the military is turning to rapid acquisition to make their new platforms more relevant. Until recently, Randy Walden ran the Air Force Rapid Capabilities Office, and he joins us to explain the secret sauce that lets the B-21 and other programs speed up time. Plus air power headlines. And it’s all powered by GE Aerospace!
9/28/2023 • 36 minutes, 58 seconds
Tech Report [Sep 27, 23] “Kumo” Kumashiro & “Rocky” Rochelle of Quantum Encryption Company Arqit
On this week’s Technology Report, David “Kumo” Kumashiro and Simon “Rocky” Rochelle of the innovative British quantum encryption company Arqit discuss the importance of working to apply quantum encryption of data today to safeguard critical information from future threats as both friends and foes race to field game-changing quantum computers able to crack any message not protected by quantum technologies with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, we bring you an interview from our CavasShips Podcast with newly-installed commander of Naval Air Forces Atlantic, Rear Admiral Doug Verissimo, at the recent Naval Air Station Oceana air show. Chris Cavas and the Admiral talked about some of his greatest challenges, including maintenance of the US Navy’s air fleet, along with the recruitment and retention of sailors and aviators. Stay tuned for a great discussion from the flight line right after Cavas and co-host Chris Servello bring you a quick recap of naval news.
9/26/2023 • 24 minutes, 52 seconds
Daily Podcast [Sep 25, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses the latest on Russia’s war on Ukraine — and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest defense and aerospace headlines and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
9/25/2023 • 32 minutes, 42 seconds
Defense & Aerospace Report Podcast [Sep 24, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets including realization that interest rates may remain high, lingering impact of RTX’s geared turbofan announcement on partner MTU and engine user Airbus as well as capacity issues if large numbers of jets are grounded for maintenace, whether the airline industry has too much capacity, whether the “great retirement” of experienced talent during the pandemic is causing program performance problems across the industry and if that experienced talent now at innovative smaller firms can help create a new generation of entrants into the market, NetJet’s agreement to order up to 1,500 jets from Textron, implications of parked commercial passenger and cargo aircraft, King Charles III’s successful state visit to France and whether it will help improve Anglo-French relations including on defense programs, update on Ukraine war as President Volodymyr Zelenskyy seeks more arms and Kyiv strikes the headquarters of Russia’s Black Sea Fleet, and how ATACMS could change the course of the war if the White House eventually approves the weapon for export.
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 what’s next now that House Speaker Kevin McCarthy’s budget deal failed twice this week, outlook for government shutdown and NDAA, how China is spinning Washington’s dysfunction, Senate circumvents Sen. Tommy Tuberville’s blanket hold on military promotions to confirm top Pentagon military leaders, talks between National Security Adviser Jake Sullivan and Chinese Foreign Minister Want Yi in Malta, latest indictment against Senate Foreign Relations Committee Chairman Bob Menendez, Poland’s decision to halt military aid to Ukraine unless Kyiv suspends grain exports, support for Ukraine in Washington and beyond, US decision to give Iran $6 billion to free five American hostages, Bibi Netanyahu’s meeting with President Biden and invitation to visit White House, implications of surrender of Armenian enclave of Nagorno-Karabakh, and ramifications of Canada’s disclosure that India killed a Canadian Sikh activist on Canadian soil and New Delhi’s reaction.
9/22/2023 • 53 minutes, 15 seconds
Defense & Aerospace Air Power Podcast [Sep 21, 23] Ep34: Dude, Where’s My Jet?
It’s been a busy and somewhat bizarre week in military aviation, and Richard Aboulafia, the world’s leading aviation market analyst, joins us to help break it down. Whether it’s missing F-35s, Polish fighter acquisition, or new aircraft types on the ramp, he brings the insights. And it’s all powered by GE Aerospace!
9/21/2023 • 27 minutes, 44 seconds
Technology Report [Sep 20, 23] Dr. Maciej Klemm of APS & Rob Basset Cross of Adarga
On this week’s Technology Report, Dr. Maciej Klemm, the CEO and founder of APS — a Polish company that makes some of the most successful anti-drone systems operating in Ukraine — discusses magnitude of the drone war, the nature of the threat, blending kinetic and non kinetic technologies, and the need to innovate quickly as threats change; and Rob Basset Cross, the founder and CEO of British AI software firm Adarga, discusses the need to apply AI to help make sense of ever increasing amounts of data to help decision makers, the role of public-private partnerships needed to deliver capability quickly, and role of training and culture change to ensure leaders better understand AI and its role with Defense & Aerospace Report Editor Vago Muradian.
9/20/2023 • 27 minutes, 15 seconds
DEFAERO Strategy Series [Sep 19, ’23] w/ Amb. Jim Cunningham
On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Amb. Jim Cunningham, one of the nation’s most experienced diplomats having served in Europe, the Middle East and Asia as America’s ambassador to Afghanistan, Israel, the United Nations in an acting capacity, consul general to Hong Kong and Macau and chief of staff for legendary NATO Secretary General Manfred Woerner discusses diplomacy in a new great power era, preserving the rules based order, how identify the right red lines that can be enforced, countering China, Russia, Iran and North Korea as they grow closer, the keys to successfully negotiating with foes and friends, and more with Defense & Aerospace Report Editor Vago Muradian.
9/19/2023 • 1 hour, 2 minutes, 51 seconds
[Sep 18, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Vladimir Putin’s meeting with Kim Jong Un, Ukraine’s attack on Russia’s Sevastopol naval base that damaged a drydock as well as destroyed a conventionally powered attack submarine and amphibious ship, Lt. Gen. Sergey Surovikin surfaces in Algeria, Ramzan Kadyrov’s health, and an update on tension in the Caucasus; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses what’s next now that the House has submitted its draft spending measure to the Senate, long-term defense spending outlook as borrowing rates and inflation rise along with debt worries; takeaways from last week’s major events including the AFA show, the Global Aerospace Summit, AUVSI and CNAS, as well as a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
9/18/2023 • 33 minutes, 6 seconds
Defense & Aerospace Report Podcast [Sep 17, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, implications of parked commercial passenger and cargo aircraft, Vietnam Airlines order for 50 Boeing 737 Max jetliners, RTX’s $3 billion charge on Geared Turbofan engine problems that will ground 350 jetliners a year through 2026 to repair, rationale for downgrading RTX stock, GE’s decision to sell down AerCap stake, and key takeaways from DSEI tradeshow and Air Force Association’s Air Space Cyber conference.
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 a defense appropriations bill that’s in trouble, growing likelihood of government shutdown and continuing resolution, House Speaker Kevin McCarthy open impeachment inquiry into President Biden, Ukraine makes battlefield progress and destroys Russian submarine and amphibious ship as Vladimir Putin and Kim Jong Un meet, Biden’s G-20 meeting and deepening partnership with Vietnam as Vice President Harris engages with ASEAN nations, implications of earthquake in Morocco and flooding in Libya, and more.
9/15/2023 • 53 minutes, 4 seconds
Defense & Aerospace Air Power Podcast [Sep 14, 23] Ep33: Facing the Bear
There’s a hot war in Europe, and the man in charge of United States interests in that part of the world, General James “Scorch” Hecker, joins us with the latest from the forward edge. And it’s avgeek prom time in Washington; we review the Air and Space Forces Association’s Air/Space/Cyber convention with John Tirpak of Air and Space Forces Magazine. It’s the latest from around the world!
9/14/2023 • 36 minutes, 27 seconds
Defense & Aerospace Technology Report [Sep 13, 23] Bryan Clark on Uncrewed and Emerging Technology
On this week’s Technology Report, Bryan Clark, the director of Center for Defense Concepts and Technology, discusses the takeaways from a new report he coauthored with his colleague Dan Patt — “Unalone and Unafraid: A Plan for Integrating Uncrewed and Other Emerging Technologies into US Military Forces,” the kind of unmanned platforms the US military needs for future conflict, better coordinating efforts among the military services, analysis of the DoD’s new Replicator effort to mass produce vast quantities of unmanned platforms, Anduril’s new Fury aircraft, and more with Defense & Aerospace Report Editor Vago Muradian.
9/13/2023 • 22 minutes, 37 seconds
DEFAERO Strategy Series [Sep 12, ‘23] w/ Dr Brendan Mulvaney
On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Dr Brendan Mulvaney, the director of the US Air Force’s China Aerospace Studies Institute at Air University at Maxwell Air Force Base, Ala., and inaugural director of the Marine Corps Commandant’s Red Team, discusses the “problematic” capabilities China is developing and demonstrating, whether Beijing is growing more dangerous as its economy falters, if there’s a “window” of danger, Beijing’s view of its adversaries and the importance of understanding the “century of humiliation,” how to counter China, building alliances and partnerships, the reality that China has enough capability to weather technological sanctions and more with Defense & Aerospace Report Editor Vago Muradian.
9/12/2023 • 1 hour, 15 seconds
Daily Podcast [Sep 11, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Ukraine’s battlefield gains, how Russia is adapting its capabilities including jamming to counter Western weapons in Ukrainian hands, how changes in leadership pin both sides will impact the war, Russia’s big drone jamboree, and the implications of an Azerbaijani attack on Armenia; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses factors that are negatively impacting defense stock values including Alabama Sen. Tommy Tuberville’s holds on military promotions and assignments, the Poland’s military modernization, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
9/11/2023 • 34 minutes, 40 seconds
Defense & Aerospace Report Podcast [Sep 10, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, analysis of Lockheed Martin’s announcement that TR-3 variant of F-35 Lightning II fighter won’t be ready for production until next year, Michael Whitaker’s priorities if confirmed as next FAA administrator, Ron Epstein’s vision for Boeing’s next jetliner, Poland’s $2 billion order for Kongsberg missiles, implications of Elon Musk’s decision to foil a Ukrainian attack on Russia’s Black Sea Fleet to avoid being involved in escalation of war as Pentagon looks to increase its reliance on commercial suppliers, DoD’s Replicator effort to mass produce unmanned systems and Anduril acquisition of Blue Force and the company’s Fury uncrewed fighter, and what to expect from this year’s AFA conference and DSEI tradeshow.
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 what’s on the agenda as lawmakers return to Washington from continuing resolution to NDAA, growing ire at Sen. Tommy Tuberville’s holds on general officer promotions and reassignments, President Biden’s weak poll numbers, Ukraine’s increasing momentum as Moscow steps up attacks and works to secure a anti-Ukrainian government in Slovakia, Facebook and Microsoft’s dismantling of Chinese disinformation campaigns aimed at the American public, expectations from the G20 meeting in New Delhi, whether sanctions can impede Beijing’s abilities to develop ever more sophisticated microelectronics, North Korea’s claim it’s fielding an at-sea nuclear deterrent, collapse of Israel’s secret talks with Libya, and Iran’s exercises on former UAE island.
9/8/2023 • 53 minutes, 50 seconds
DEFAERO Strategy Series [Sep 07, ’23] w/ Rasmus Hindren
On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Rasmus Hindren in an exit interview as he departed as head of international relations at the European Union’s Centre of Excellence for Countering Hybrid Threats in Helsinki — now on the EU and NATO policy team at the Finnish Ministry of Defense — discusses the center’s efforts to identify long-term threats facing the 27-nation union, objectively assessing and prioritizing threats facing the union, a look at the threats facing the union, lessons from the Ukraine war, a long-term approach to Russia, view of China and its actions in the Indo-Pacific and their impacts on Europe, nurturing a stronger strategic culture among member nations, improving cybersecurity, countering disinformation, and greater allied industrial cooperation with Defense & Aerospace Report Editor Vago Muradian.
9/7/2023 • 35 minutes, 24 seconds
Defense & Aerospace Air Power Podcast [Sep 06, 23] Ep32: Exclusive-Frank Kendall, Arm Hot!
On September 5th, Air Force secretary Frank Kendall sent a letter to the entire service outlining a new initiative to rebuild and re-organize the Air Force. Just before he released that letter, he sat down with The Air Power Podcast to discuss the motives behind and goals for that reorganization, along with other major Air Force issues.
In particular, he was very blunt and impassioned about Senator Tommy Tuberville’s continuing hold on the military promotion and reassignment process.
Because he was making timely news, we are getting this program into your hands a day early.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest defense and aerospace headlines and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
9/5/2023 • 31 minutes, 55 seconds
Defense & Aerospace Report Podcast [Sep 04, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, Commerce Secretary Gina Raimondo’s trip to Beijing and trade outlook as China’s demonstrates that US chip sanctions aren’t stopping it from developing semiconductors without American content, balancing Washington’s Buy American rhetoric with the Pentagon’s drive for allies and partners worldwide to more quickly produce weapons, the US Navy’s announcement that Boeing, Lockheed Martin and Northrop Grumman are the three competitors for it’s FA-XX future combat aircraft program, Ukraine makes progress on its counteroffensive, Lockheed Martin to establish F-16 training in Romania, and discovery of counterfeit CFM engine parts.
9/4/2023 • 41 minutes, 23 seconds
Defense & Aerospace Report Podcast [Aug 27, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, decline in passenger and cargo traffic, Boeing prepares to renew deliveries to China as Beijing-Washington tensions rise, explanation for rise in near misses in the US air travel system, new 737 production issue at Spirit AeroSystems, Indonesia and Poland confirm their respective F-15 EX fighter and AH-64 attack helicopter orders, Brasil orders more Gripen E jets as the US Marine Corps raises its CH-53K buy, Lockheed Martin secures Lot 19 F-35 contract, and Ukraine war update.
8/27/2023 • 56 minutes, 4 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Aug 25, ’23]
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 outlook for a government shutdown and Ukraine aid, national security takeaways from the first Republican presidential debate, what’s next for the Ukraine war as Vladimir Putin reasserts his power in the wake of the assassination of Wagner Group chief Yevgeny Prigozhin and his top lieutenants, the corrosive nature of leaks from Washington criticizing Ukraine’s war strategy and the message it sends allies and partners worldwide, critical role of the Philippines under the leadership of Bongbong Marcos, China’s erosion of regional influence as nations stand up to Beijing with encouragement from America and its regional allies, the BRICS summit, and Israel’s settlers criticize the Netanyahu government as too liberal.
8/25/2023 • 1 hour, 45 seconds
Defense & Aerospace Air Power Podcast [Aug 24, 23] Ep31: Back to the Futures
Spirit Aerosystems is well known for its commercial work, but they’re making a big move into the defense business, and the head of that operation tells us about it. And the Air Force’s futurist, retired Lieutenant General Clint “Q” Hinote, joins us to preview the Air Force Association Air Space Cyber conference coming up in a couple of weeks. Plus this week’s headlines in air power!
8/24/2023 • 48 minutes, 41 seconds
Technology Report [Aug 23, 23] Notre Dame's Dr. Paul McGinn & NDIA's Dr. Arun Seraphin
On this week’s Technology Report, Dr. Paul McGinn, professor of chemical and molecular engineering at the Univeristy of Notre Dame, discusses claims that South Korea’s LK-99 material is superconducting at room temperature and ambient pressure, how the state of material science is advancing, and the impact that the engineering and scientific impact of recent CHIPS, infrastructure and climate measures; and Dr. Arun Seraphin, the executive director of the National Defense Industrial Association’s Emerging Technologies Institute, discusses his priorities and ETI’s inaugural conference in Washington Aug. 28-30 with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Brian Schimpf, co-founder and CEO of Anduril Industries, discusses lessons from the Ukraine war that are shaping his company’s strategy, how the Pentagon is changing the way it acquires capabilities, how the company is managing its supply chains to ensure responsiveness on demand and at scale, partnering with major contractors, DoD’s approach to the artificial intelligence that’s critical to increasingly autonomous systems, and a look ahead at the company’s growth prospects with Defense & Aerospace Report Editor Vago Muradian.
8/22/2023 • 35 minutes, 9 seconds
[Aug 21, 23] Bob Hale on PPBE Report, Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, former DoD comptroller Bob Hale, the chairman of the commission to reform the Pentagon’s Planning, Programming, Budgeting and Execution system, discusses panel’s interim report and its proposed recommendations; Sam Bendett of the Center for Naval Analyses discusses that latest on Russia’s war on Ukraine; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the impact of China and Russia’s weakening economies, the US Air Force’s landmark blended wing body aircraft demonstrator program, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
8/21/2023 • 37 minutes, 16 seconds
Defense & Aerospace Report Podcast [Aug 20, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, global impact of China’s economic woes on air travel, reports that IndiGo is preparing to order 25 Boeing 787 Dreamliners, BAE Systems’ proposed $5.6 billion acquisition of Ball Aerospace, US Air Force’s $235 million contract to team led by JetZero that includes Northrop Grumman and RTX to develop and build a potentially game-changing blended wing body aircraft, potential defense budget implications as nations struggle with mounting climate disasters as security challenges loom, Washington clears Denmark and the The Netherlands to train Ukrainian pilots on the F-16 and transfer jets to Kyiv.
8/20/2023 • 53 minutes
Defense & Aerospace Report Podcast [Washington Roundtable Aug 18, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, our producer and co-host of the Cavas Ships podcast Chris Servello, and former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join host Vago Muradian to discuss a possible deal between Senate Majority Leader Chuck Schumer and House Speaker Kevin McCarthy on a continuing resolution to avert a government shutdown, prospects for a National Defense Authorization Act, the interim recommendations of the commission to reform the Pentagon’s Planning, Programming, Budgeting and Execution process, Ukraine’s progress on the battlefield and whether Washington will step up aid now that White House has cleared Denmark and others to begin training Ukrainians on F-16 fighters, how the alliance should respond to Russian provocations on the Black Sea, Russia’s mounting economic woes, President Biden’s historic meeting with his Japanese and South Korean counterparts at Camp David, China’s own economic troubles, and latest on Israel and Iran.
8/18/2023 • 56 minutes, 28 seconds
Defense & Aerospace Air Power Podcast [Aug 17, 23] Ep30: Fighter Club
The first rule of Fighter Club… is that we talk about Fighter Club. With countries around the world working on their own fighter aircraft, Richard Aboulafia, the world’s preeminent aviation analyst, tells us how the U.S. created a market for them – and how the U.S. might profit off them. And we have this week’s headlines in air power.
On today’s program, Mohamed Siad Doualeh, Djibouti’s ambassador to the United States as well as representative to the United Nations, discusses the importance of engaging with African nations to foster stability and security, the reluctance for nations to choose sides in an era of increasingly heated great-power competition, addressing turmoil in Somalia, Ethiopia and Yemen, the role of the Economic Community of West African States in confronting the junta that deposed Niger’s legitimately elected President Mohamed Bazoum, and Djibouti’s openness to hosting military forces from France, America, Britain as well as China with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Varun Marya, the aerospace and defense lead for the Americas at the McKinsey consultancy, discusses the global business environment, business strategy, the need to pick winners and losers, accelerating DoD adoption of commercial technologies for military applications, how targeted Pentagon spending can attract commercial capital to solve defense problems, and more with Defense & Aerospace Report Editor Vago Muradian.
8/15/2023 • 32 minutes, 54 seconds
Daily Podcast [Aug 14, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses the latest on Russia’s war on Ukraine — and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest defense and aerospace headlines and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
8/14/2023 • 32 minutes, 34 seconds
Defense & Aerospace Report Podcast [Aug 13, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as inflation ticks up and investors debate when the Federal Reserve will start cutting short-term borrowing rates intended to fight inflation, whether current inflation is high relative to historical norms, look at CAE, Garmin, RocketLab, Rheinmetall, Spire, Teledyne, TransDigm earnings, Romania orders F-35 Lighting II fighters from Lockheed Martin as Indonesia orders 18 additional Rafale’s from Dassault Aviation, F-16 order book grows as US prepares to clear jets for Turkey as the Fighting Falcon prepares to celebrate its 50th anniversary, update on Ukraine’s counteroffensive and Russia’s efforts to intimidate shipping in the Black Sea.
8/13/2023 • 48 minutes, 10 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Aug 11, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, 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 host Vago Muradian to discuss looming government shutdown and Ukraine supplemental, moves to impeach President Biden and continuing transformation of GOP, Ukraine’s offensive and what Kyiv needs from allies and partners including enforcing sanctions on families of sanctioned Russians, China intimidates Philippine coast guard ships, Beijing’s increasing presence around Taiwan and how Chinese leaders will respond to upcoming trip by island nation’s vice president to US and Paraguay, making sense of Biden administration’s new limits on US investment in China, Iran hostages released and Israel’s budget cuts for Arab programs.
8/11/2023 • 53 minutes, 25 seconds
Defense & Aerospace Air Power Podcast [Aug 10, 23] Ep29: Flying to Win, Chester
Airpower doesn’t work if the pylons and racks are empty. Tyler Hacker of CSBA joins us to discuss his new report on future munitions and production challenges. And one Air Guard unit’s innovative outreach to get young people interested in things with wings. Of course, the hot headlines in airpower live here. It’s a blast!
8/10/2023 • 38 minutes, 29 seconds
[Aug 09, 23] Threats from China w/ Mark Montgomery & Securing Uncrewed Platforms w/ Tobias Whitney
On this week’s Technology Report, Mark Montgomery of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies discusses China’s persistent penetration of Japan’s defense networks in 2020 and again in 2021, US and Japanese efforts to help Tokyo eject Beijing from those networks, and how the disclosure of the intrusion by The Washington Post could impact US-Japan relations; and Tobias Whitney, the vice president of strategy and policy at Fortress Information Security, discusses the company’s partnership with the Association for Uncrewed Vehicle Systems International to generate certification standards for commercial and military uncrewed systems and how these standards could be applied to other fields with Defense & Aerospace Report Editor Vago Muradian.
8/9/2023 • 31 minutes, 13 seconds
[Aug 08, 23] Command & Control Series Pt 5 w/ Bryan Clark & Greg Grant
In the fifth of a six-part series on command and control, sponsored Ultra Intelligence & Communications, Bryan Clark, the director of the Center for Defense Concepts and Technology at the Hudson Institute think tank, and Greg Grant, a senior adviser with the Special Competitive Studies Project — the nonprofit that emerged from the wake of the National Security Commission on Artificial Intelligence — discuss the status of the Pentagon’s top priority Combined Joint All-Domain Command and Control effort, progress to date, what it will take to accelerate progress, role of technology and culture change, as well as lessons from history and the Ukraine war with Defense & Aerospace Report Editor Vago Muradian.
8/8/2023 • 38 minutes, 4 seconds
Daily Podcast [Aug 07, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Ukraine’s recent strikes against Russian infrastructure, naval and commercial ships in Crimea, an update on Kyiv’s counteroffensive to claw back territory from Russia, the scale of Moscow’s incessant cruise missile and drone strikes against Ukrainian targets, the support Russia is getting from China, North Korea and Iran, and the latest unmanned systems developments; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses historical data about government shutdowns and continuing resolutions, buying power that’s lost when appropriations and interrupted, lessons form Central Europe’s ammunition shortfalls during the early 20th century, the recent RAND Corporation report — “Inflection Point: How to Reverse the Erosion of U.S. and Allied Military Power and Influence” — and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
8/7/2023 • 33 minutes, 44 seconds
Defense & Aerospace Report Podcast [Aug 07, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as the Fitch downgrades US credit from AAA to AA+ over concerns that Washington has no plan to deal with burgeoning debt and new job creation was weaker than expected, look at second 2023 quarter earnings as Air Lease, AerCap, BAE Systems, Bombardier, Chemring, Garmin, HII, Howmet, Leidos, Parsons, Rolls-Royce, Spirit AeroSystems, and Triumph report, munitions production as Russia continues to deplete Ukrainian and Western stocks, and US Air Force awards Archer Aviation a contract for six of the company’s Midnight air taxis to test the utility of the concept in military operations.
8/6/2023 • 54 minutes, 15 seconds
Defense & Aerospace Report Podcast [Washington Roundtable Aug 04, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, 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 host Vago Muradian to discuss implications of the Biden administration’s decision to keep US Space Command in Denver instead of moving it to Alabama as promised by former President Trump as the Alabama delegation that includes the chairman of the House Armed Services Committee Rep., Mike Rogers vows retribution, Sen. Tommy Tuberville’s continuing hold on military promotions, update on Russia’s war on Ukraine as Kyiv gains ground and Russia counterstrikes, what the alliance has to do to step up weapons production as worries most that Ukraine’s allies are already running short, two US sailors accused of spying for China as Chinese malware detected in US military and commercial networks, Beijing sacks top Chinese generals, DoD continues to engage in Indo-Pacific including to defuse tensions with China, and US to put troops on ships to guard against Iranian hijacking, and Israel update.
8/4/2023 • 51 minutes, 29 seconds
Defense & Aerospace Air Power Podcast [Aug 03, 23] Ep28: Memo for the Chief
The U.S. Air Force has a new Chief of Staff on the way. We asked a panel of airpower thinkers to fill in the new Chief’s agenda, and the results are fascinating. And there’s a new fighter in European skies, but with a familiar shape. The man at its controls tells us all about this historic project. And air power headlines? We’ve got them!
8/3/2023 • 47 minutes, 23 seconds
Defense & Aerospace Technology Report [Aug 02, 23] John Cofrancesco on Latest Cyber & AI Headlines
On this week’s Technology Report, John CoFrancesco, the founder of Applied AI Company, discusses how to counter Chinese malware in US military and national infrastructure, how much a national effort would cost, the Biden administration’s National Cyber Workforce and Education Strategy, the White House’s agreement with AI firms, the benefits of an AI enable society, how to think about AI weaponry, and South Korea’s potentially game changing LK-99 material that promises room temperature and ambient pressure semiconductors with Defense & Aerospace Report Editor Vago Muradian.
8/2/2023 • 30 minutes, 43 seconds
Defense & Aerospace Daily Podcast [Aug 01, 23] SVDG on Driving Actual Innovation
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, James Cross and Sam Gray of the Silicon Valley Defense Group discuss the non-profit’s inaugural NATSEC100 report on the top venture-funded companies developing innovative technologies and systems for national security applications, the role of government in picking winners and losers, the Pentagon’s obligation to more robustly fund companies it has encouraged to develop potentially breakthrough capabilities, and more with Defense & Aerospace Report Editor Vago Muradian.
8/1/2023 • 37 minutes, 26 seconds
[Jul 31, 23] Mark Montgomery on Cyber, Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Mark Montgomery of the Foundation for Defense of Democracies discusses Chinese malware implanted across US military and national infrastructure that could hamper an American response to a crisis precipitated by China in the Indo-Pacific, Sam Bendett of the Center for Naval Analyses discusses Ukraine’s battlefield gains and Russia’s latest nuclear saber rattling, and Byron Callan of Capital Alpha Partners discusses key takeaways from last week’s earnings reports, the Jamestown Foundation’s tactical nuclear conversation with former US Army Europe Commander Lt. Gen. Ben Hodges, USA Ret., and the week ahead with Defense & Aerospace Report Editor Vago Muradian.
7/31/2023 • 36 minutes, 9 seconds
Defense & Aerospace Report Podcast [Jul 30, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as recession fears abate, a look at second 2023 quarter earnings as Airbus, Boeing, GD, L3Harris, Leonardo, Northrop Grumman, Safran, RTX and others report, Northrop Grumman’s revelation it won’t pursue the US Air Force’s Next Generation Air Dominance contract as a prime contractor, RTX discloses 1,200 Pratt & Whitney Geared Turbofan engines need accelerated inspections, and analysis of billions of dollars in Safran and Thales acquisitions.
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, 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 host Vago Muradian to discuss the $886 billion overwhelmingly bipartisan Senate version of National Defense Authorization Act and the elements that differ from the highly partisan House version of the authorization measure, update on appropriations and as lawmakers leave Washington for summer recess, Sen. Tommy Tuberville’s hold on military promotions, update on Ukraine’s offensive and the help Kyiv needs to succeed, whether NATO is prepared for accidental escalation as Russia targets Ukrainian grain facilities across the Danube from Hungary, Russia hosts African leaders as Vladimir Putin pledges free grain as he strikes Ukrainian grain stores, Japan’s new defense strategy, Xi Jinping without explanation replaces his protege Qin Gang with Wang Yi as foreign minister, America blocks Hong Kong chief executive John Lee from key meeting of Indo-Pacific leaders in San Francisco, and what’s next after Bibi Netanyahu and his allies drive home controversial judicial reform legislation that is dividing Israeli society and alienating Washington.
7/28/2023 • 54 minutes, 16 seconds
Defense & Aerospace Air Power Podcast [Jul 27, 23] Ep27: Tankers and Missile Defense
The U.S. Air Force just passed a milestone with its first use of a commercial contract tanker. We discuss what it means and hear from the company that made it happen. And CSIS guru Tom Karako on the latest in air and missile defense. Plus your headlines in airpower!
7/27/2023 • 44 minutes, 46 seconds
Defense & Aerospace Daily Podcast [Jul 26, 23] Bryan Clark on Applying Emerging Tech
On this week’s Technology Report, Bryan Clark, the director of Center for Defense Concepts and Technology at the Hudson Institute, discusses the new paper he co-authored with his colleague Dan Patt — “Campaigning to Dissuade: Applying Emerging Technologies to Engage and Succeed in the Information Age Security Competition” — with Defense & Aerospace Report Editor Vago Muradian.
7/26/2023 • 33 minutes, 36 seconds
Defense & Aerospace Daily Podcast [Jul 25, 23] Heritage's Bruce Klingner on North Korea
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Bruce Klingner of the Heritage Foundation discusses North Korea under Kim Jong-Un’s leadership as well as new capabilities being developed to strike the United States, how to both deter and engage Pyongyang, opportunities in the defection of US Army Pvt. Travis King, whether it’s time for a new strategy that regards China-Russia-North Korea-Iran as a concerted threat or continue a siloed strategic approach, whether South Korea will support Washington and its allies in the event of a crisis with China, and the prospects Seoul and Tokyo will go nuclear in the wake of Pyongyang’s growing capabilities with Defense & Aerospace Report Editor Vago Muradian.
7/25/2023 • 38 minutes, 3 seconds
Daily Pod [Jul 23, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Vladimir Putin’s drive to show he’s in control by arresting right-wing commentary Igor Girkin, update on Wagner Group’s training of Belarusian troops, Secretary of State Antony Blinken’s claim that Ukraine has regained 50 percent of its territory, how Ukraine can get its grain to international markets through its own territorial waters and those of its neighbors, and the latest in unmanned warfare; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the Senate’s approach to the National Defense Authorization Act, increasing US weapons production to address Ukrainian and global demand, a look at Lockheed Martin earnings and what to expect from other defense and aerospace firms about to report second quarter results, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
7/24/2023 • 32 minutes, 58 seconds
Defense & Aerospace Report Podcast [Jul 23, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, United Airline’s deal with pilots and implication for air travel especially at the front of the cabin as prices soar, analysis of second quarter 2023 earnings at Babcock, Dassault, Lockheed Martin, Saab and Thales, Dassault’s low production rate, German Chancellor Olaf Scholtz’s comments on Saudi Arabia and implications for future defense programs including on combat aircraft, and Western production of weapons including air and missile defenses as Russia deliberately saturates Ukraine’s defenses to deplete Kyiv’s American and European stocks.
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, 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 host Vago Muradian to discuss the Senate’s approach to the National Defense Authorization Act, update on appropriations, congressional antics including Sen. Tommy Tuberville’s holds and Rep. Pramila Jayapal’s Israel comments, Russia’s assault on Ukrainian grain and how Washington and the world should respond, Wagner Group reconstitutes in Belarus, Pentagon Asia-Pacific chief Dr. Ely Ratner’s testimony on China and Taiwan and how his comments could shape Republican opposition to Ukraine aid, roundup of Indo-Pacific news including Xi Jinping’s decision to rebuff John Kerry’s climate cooperation proposal, Chinese Foreign Minister Qin Gang’s disappearance, and Israeli Prime Minister Bibi Netanyahu’s drive to gut the independence of the country’s judiciary.
7/21/2023 • 53 minutes, 15 seconds
Defense & Aerospace Air Power Podcast [Jul 20, 23] Ep26: Convo w/ Tom Burbage
The F-35 Lightning II is the biggest program in military history, and it deserves the longest interview in our history. In this special expanded edition, the man at the top of the program through some of its toughest times, Tom Burbage, joins us to talk about the fighter’s evolution.
7/21/2023 • 50 minutes, 40 seconds
Technology Report [Jul 19, 23] China's Hack of USG Computers & Making AI Usable
On this week’s Technology Report, Paul Ernst, the cyber security lead at Rebellion Defense, discusses China’s recent hacking of the State Department’s emails and how the nation should improve its cyber defenses; and Quentin Donnellan, the president of defense and space at Hypergiant, discusses on how the innovative company is helping the US Air Force realize its Combined Joint All Domain Command and Control future with Defense & Aerospace Report Editor Vago Muradian.
7/19/2023 • 31 minutes, 8 seconds
Defense & Aerospace Daily Podcast [Jul 18, 23] Dr. Jerry McGinn on 'Build Allied'
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Jerry McGinn, the executive director of the Baroni Center for Government Contracting in the School of Business at George Mason University, discusses the new report he co-authored with Mike Roche — A “Build Allied” Approach to Increase Industrial Base Capacity — lessons from the Ukraine war, balancing sovereign national needs against the need for free trade, how to bring together allies and partners worldwide to rapidly field capability and increase capacity, incentives to encourage more cooperation, investing in national capabilities, and more with Defense & Aerospace Report Editor Vago Muradian.
7/18/2023 • 29 minutes, 35 seconds
Daily Podcast [Jul 17, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
Sam Bendett of the Center for Naval Analyses discusses Ukraine’s offensive including strikes on the Kerch Bridge as well as the Russian fleet in Sevastopol, takeaways from NATO’s Vilnius Summit, Vladimir Putin’s move to demote, fire or detain more than 30 generals, Turkey’s shift toward the alliance, and an update on UAV operations during the war; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the House version of the National Defense Authorization Act, how the Senate will respond to the legislation that includes controversial provisions, the impact of devastating climate events like record flooding in Vermont and New York as well as a warming ocean that could generate far more fierce Atlantic hurricanes and what impact these disasters will have on government spending, lTreasury outlays and what to expect when leading contractors like Lockheed Martin report earnings, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
7/17/2023 • 30 minutes, 36 seconds
Defense & Aerospace Report Podcast [Jul 16, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets.
7/16/2023 • 41 minutes, 31 seconds
Defense & Aerospace Report Podcast [Washington Roundtable July 14, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, 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 host Vago Muradian to discuss the weeks top US and international security headlines.
7/14/2023 • 53 minutes, 34 seconds
Defense & Aerospace Air Power Podcast [Jul 13, 23] Ep25: I See England, I See France
Airpower is everywhere in this week’s Air Power podcast, powered by GE Aerospace. Vago reports from the Air Chiefs’ Conference and Royal International Air Tattoo in England, including a discussion with former Air Marshal Greg Bagwell about the major issues. And he also speaks with brigadier general Marc LaBouil of the French air and space forces, who is leading a remarkable French deployment to Asia. Of course, there are the weeks headlines in airpower. And we apologize for some audio variability; we were both on the road this week, so it may not sound quite as smooth as usual – but the information is there and it’s good!
7/13/2023 • 38 minutes, 55 seconds
Technology Report [Jul 12, 23] Maximus' Kynan Carver & Ultratech Capital Partners Dale Davis
On today’s Technology Report, Kynan Carver of government services firm Maximus discusses how to get to a zero trust world, cloud security and improving government and military security at the point of logging in; and Dale Davis of Ultratech Capital Partners discusses the Pentagon’s progress on better harnessing commercial technology for military gain and steps to improve its game, dialogue with DoD on the problems that need solving, and the outlook for capital availability as investors tightened their standards after years of lax practices with Defense & Aerospace Report Editor Vago Muradian.
7/12/2023 • 32 minutes, 33 seconds
DEFAERO Strategy Series [Jul 21, ’23] w/ Dr. Andrew Krepinevich
On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Dr. Andrew Krepinevich, one of America’s foremost strategists who is now affiliated with the Center for a New American Security and the Hudson Institute, discusses his new book — The Origins of Victory: How Disruptive Military Innovation Determines the Fates of Great Powers — that dissects lessons from four critical inflection points in the development of breakthrough military capabilities shaped by singular leaders who harnessed technological change to craft forces able to prevail over adversaries to shape the future of their nations, China’s long head start on building forces able to systemically undermine US military advantages, what the United States has to do to regain the upper hand in the competition, vital role of leadership and tenure in driving change, and Ukraine war lessons with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses the three-hour meeting Vladimir Putin held with Wagner CEO Yevgeny Prigozhin and his commanders as well as top officials five days after the aborted mutiny spearheaded by the mercenary leader, status report on the Ukraine War and US decision to supply Kyiv with the cluster munitions it sought, and update on unmanned systems on the battlefield; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the defense industrial implications of NATO’s Vilnius Summit, the need for an alliance munitions strategy to leverage broad industrial capabilities to accelerate production, putting the clusters munitions debate in the right context given Ukraine called for the weapons as Russia has used them indiscriminately against civilians, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
7/10/2023 • 32 minutes, 58 seconds
Defense & Aerospace Report Podcast [Jul 09, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets
7/9/2023 • 54 minutes, 31 seconds
CAVASSHIPS Podcast [Jul 07, ’23] Ep: 102 Preview of DSEI
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 take an early look at one of the largest shows – The United Kingdom Defense and Securities Export exhibition or DSEI, held every two years in London. Joining us to preview the show and discuss international maritime issues that will shape the discussion is retired Royal Navy Rear Admiral Jon Pentreath, DSEI’s Senior Naval and Land Advisor.
Please send us feedback by DM’ing @CavasShips or @CSSProvision or you can email [email protected] or [email protected].
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, 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 host Vago Muradian to discuss the National Defense Authorization Act and its nearly 1,500 amendments that will hit the floor next week and the many contentious proposals that will provide problematic, outlook for appropriations to avoid a government shutdown, Vladimir Putin’s hold on power in the wake of the aborted mutiny by Wagner Group chief Yevgeny Prigozhin, takeaways from the Shanghai Cooperation Organization virtual meeting, NATO’s Vilnius Summit next week and Sweden’s proposed membership as well as how the alliance will finesse Ukraine’s future role, Washington’s decision to send cluster weapons Ukraine as Kyiv calls for more weapons, India’s decision to back the International Court of Arbitration’s decision in favor of Manila and against China’s sweeping territorial claims to the South China Sea, Indo-Pacific headlines, Israel’s Jenin operation, the US Navy’s role in preventing Iran from seizing more ships in the Gulf, and Russia’s interference with US Reaper aircraft over Syria.
7/7/2023 • 53 minutes
Defense & Aerospace "All Power" Podcast [Jul 06, 23] The Year So Far
This week, it’s an ALL Power Podcast (powered by GE Aerospace), as we try a little jointness. The team (Chris Cavas, Chris Servello, Laura Winter, Vago and J.J.) comes together to review 2023 in space, aloft, and on the sea. Because it’s not too late to choose a new course!
7/6/2023 • 30 minutes, 3 seconds
Daily Pod [Jul 05, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses whether Vladimir Putin has been weakened by the recent mutiny, the method to his Dagestan visit, more money for the Army and National Guard, where’s Yevgeny Prigozhin and what’s next for his Wagner Group and other “professional military companies,” and an update on the Ukraine War; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses China’s decision to cut gallium and germanium rare earth exports to the United States in response to US moves to curtail Chinese access to semiconductor making equipment and technology, impact of the move, whether the upcoming mission to Beijing by Treasury Secretary Janet Yellin will improve Sino-American relations, the complexities of an increasingly nuclear-armed world, RUSI’s Ukraine War lessons and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
7/5/2023 • 35 minutes, 34 seconds
Defense & Aerospace Report Podcast [Jul 02, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets in the wake of Wagner Group CEO Yevgeny Prigozhin aborted mutiny, how Russia changes as a threat after the chaotic weekend that saw mercenary forces advance to within 125 miles of Moscow, prospect of increased French defense spending and Berlin’s plan to invest up to 10 billion euros on ammunition and combat vehicles, lessons from the widespread flight cancellations across the United States as Americans head on vacation before Independence Day, the impact of the new agreement between Spirit AeroSystems management and its union that will yield a 36 percent pay raise, the US Army’s decision to select GD Land Systems and Rheinmetall for the Optionally Manned Fighting Vehicle program to replace the Bradley Fighting Vehicle, Leonardo partners with Hanwha on Advanced Electronically Scanned Array radar technology, China’s flight test of a J20 fighter equipped with Chinese-made WS15 engines and what the development means for Comac’s C919 airliner, and the FAA’s awarding of a special airworthiness certificate to Joby Aviation to allow the company to deliver its first production electric vertical takeoff and landing aircraft to the US Air Force next year under the Agility contract valued at up to $131 million.
7/2/2023 • 51 minutes, 27 seconds
Defense & Aerospace Podcast [Washington Roundtable Jun 30, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, our producer and co-host of the Cavas Ships podcast Chris Servello, former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join host Vago Muradian to discuss the implications of the aborted mutiny by Wagner Group chief Yevgeny Prigozhin and whether the mercenary force leader had help from senior Russian security officials, how the episode will change how Vladimir Putin rules and conducts the war in Ukraine, Beijing’s view of the Russian leader and implications for its own autocracy, divisions in the NATO heading into the Vilnius Summit over Ukraine’s membership in the alliance and who will serve as secretary general, roundup of Indo-Pacific headlines, Israeli police’s investigation of former Prime Minister Ehud Barak and former IDF deputy chief of staff Yair Golan on incitement changes, and impact of Supreme Court’s decision to reverse affirmative action for college admissions on future military officer recruiting.
6/30/2023 • 56 minutes, 7 seconds
Defense & Aerospace Air Power Podcast [Jun 29, 23] Ep24: We’ll Always Have Paris
On this week’s Air Power Podcast (powered by GE Aerospace), Aviation Week defense editor Stephen Trimble talks F-35, C-130, NGAD, and more. Safran Electronics CEO Franck Saudo discusses how they are overcoming GPS denial technology. And we have this week’s headlines in airpower. What more, really, could you ask?
6/29/2023 • 44 minutes, 28 seconds
Defense & Aerospace Technology Report [Jun 28, 23] Review of Headlines & Issues w/ Mark Montgomery
On this week’s Technology Report, this week’s Mark Montgomery of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and the executive director of the Cyber Solarium 2.0 project, discusses the science, technology, cyber and AI implications of House and Senate authorization and House appropriation markups of the Biden administration’s budget request, progress on cyber, the need to fund generational science, technology, chips and infrastructure legislation to improve US long-term competitiveness, crafting smarter immigration laws to allow talented foreign graduates with US science and technology degrees to remain in the United States, the kind of science and technology cooperation that is possible with China even as tensions simmer between Beijing and Washington, whether Russia will lash out at America and its allies in the wake of Vladimir Putin’s setbacks on the battlefield and the aborted mutiny by Wagner CEO Yevgeny Prigozhin, and tech takeaways from Taiwan with Defense & Aerospace Report Editor Vago Muradian.
6/28/2023 • 30 minutes, 2 seconds
DefAero Daily Podcast [Jun 27, 23] Syracuse University's Dr. Brian Taylor on Latest Events in Russia
On this episode of the DefAero Report Daily Podcast, Dr. Brian Taylor, a professor at Syracuse University’s Maxwell School of Citizenship and Public Affairs as well as the director of Moynihan Institute of Global Affairs — and author of, “The Code of Putinism” — discusses whether the brief and aborted mutiny by Wagner CEO Yevgeny Prigozhin will undermine Russian President Vladimir Putin’s 23-year grip on power, whether Prigozhin’s scathing criticism and Putin’s clemency of the Wagner boss and his fighters will come back to haunt Putin by potentially empowering other senior figures to mount a future challenge, elites’ faith in the longtime leader, how the episode will shape Putin’s approach to the Ukraine war and whether he will be more inclined to using nuclear weapons, and how the Russian public and Chinese leaders will view Putin after the mutiny with Defense & Aerospace Report Editor Vago Muradian.
6/27/2023 • 36 minutes
Daily Podcast [Jun 27, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses the questions in the wake of Wagner Group mercenary and convict force boss Yevgeny Prigozhin’s aborted drive toward Moscow, the outlook for Vladimir Putin’s longevity given security services failed to move to stop the mercenary force until Belarusian President Alexander Lukashenko ended the crisis by offering Prigozhin as well as his troops and their equipment asylum in Belarus, and an update on Ukraine’s counteroffensive; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the defense investment implications of the Prigozhin affair, a look at House and Senate markups of the Biden administration’s defense budget request, takeaways from the Paris Air Show, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
6/26/2023 • 31 minutes, 21 seconds
Defense & Aerospace Report Podcast [Jun 25, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets, worldwide implications of a new four-year labor contract for Spirit AeroSystems’ workers that might yield a pay raise great than the 34 percent deal rejected by members, and analysis of key headlines from the 54th Paris Air Show including commercial aircraft orders, revelation that three demonstrators were built for the US Air Force’s top priority and top secret Next Generation Air Dominance combat aircraft program and that the service selected two teams to compete for the final order, and an update on the Franco-German-Spanish SCAF fighter program that now includes Belgium as an observer, and European air and missile defense efforts.
6/25/2023 • 46 minutes, 55 seconds
Defense & Aerospace Podcast [Washington Roundtable Jun 23, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, former DoD 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 host Vago Muradian to discuss House and Senate defense authorization and House defense appropriations markups, update on Ukraine supplemental that can become a vehicle for Pentagon budget plus up, allies pledge to rebuild Ukraine and whether more than $300 billion in Russian assets should be sent to Kyiv, update on Ukraine’s offensive, Indian Prime Minister Narendra Modi’s state visit to the United States and the messages the visit sends to China and the world, Secretary of State Antony Blinken’s meeting with Xi Jinping to de-escalate tensions between the two nations, what Washington should do next now that Chinese shipments of gunpowder to Russia have been confirmed, how White House efforts to toward an “understanding” with Tehran could jeopardize the Abraham Accords, and the implications of recent of Israeli-Palestinian violence.
6/23/2023 • 45 minutes, 43 seconds
Defense & Aerospace Air Power Podcast [Jun 22, 23] Ep23: French Lightning
French Lightning– From the Paris Air Show, on this week’s Air Power Podcast (powered by GE Aerospace), Lockheed Martin Aeronautics boss Greg Ulmer talks F-35, NGAD, AETP, and more. And we have this week’s headlines in airpower, including breaking some NGAD news. C’est formidable!
6/22/2023 • 39 minutes, 40 seconds
DEFAERO Strategy Series [Jun 21, ’23] w/ Dr. Paul Scharre
On this latest episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Dr. Paul Scharre, the vice president and director of studies at the Center for a New American Security, discusses his new book — “Four Battleground: Power in the Age of Artificial Intelligence” — with Defense & Aerospace Report Editor Vago Muradian.
6/21/2023 • 46 minutes, 38 seconds
Daily Podcast [Jun 20, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses the latest on Russia’s war on Ukraine — and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest defense and aerospace headlines and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
6/20/2023 • 26 minutes, 40 seconds
Defense & Aerospace Report Podcast [Jun 18, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as defense spending uncertainty returns to Washington, industry wide implications of Spirit AeroSystems’ new contract with unionized workers that if approved would raise pay by 34 percent, news reports that Ball Corp. is considering selling its aerospace unit for more than $5 billion, a progress report on the UK-Italy-Japan Global Combat Aircraft Program and some of the characteristics of the new fighter, key storylines from the 54th Paris Air Show including whether commercial aircraft orders will set a new record and the Franco-German-Spanish SCAF fighter program, plus a Ukraine war update.
6/19/2023 • 49 minutes, 34 seconds
Defense & Aerospace Podcast [Washington Roundtable Jun 16, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, former DoD 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 host Vago Muradian to GOP floor antics as politically unpalatable new budget levels are set, House Armed Services and Defense Appropriations markups, Sen. Tommy Tuberville’s, R-Ala., continued hold on 250 military promotions, the global implications of former President Trump’s federal indictment for taking top secret documents including nuclear and war plans then misleading investigators, Ukraine’s counteroffensive and whether Washington and the West’s incremental approach to arming Kyiv is leaving the country without what it needs to mount a successful offensive, Russia’s claim it deployed nuclear weapons to Belarus, Germany’s new national security strategy, France scuppers NATO’s plan to open a liaison office in Tokyo to better coordinate alliance activities with Japan, Australia, New Zealand and South Korea, White House messaging on China’s spy base in Cuba, whether Turkey will allow Sweden to join the alliance, update on Israel’s chaotic political scene and White House outreach to Iran.
6/16/2023 • 52 minutes, 55 seconds
Defense & Aerospace Air Power Podcast [Jun 13, 23] Ep22: Big Bang Theory
Big Bang Theory -- An innovative technology promises to drastically increase the range and/or shrink the size of air-launched (and other) munitions. We talk with the CEO of the company that’s making it happen. It’s time for our monthly update on air and missile defense with CSIS’s Tom Karako. And we’ll have the week’s headlines in airpower. It’s 50 pounds of show in a 5-pound bag!
On this week’s Technology Report, Sam Caucci, the founder and CEO of 1Huddle — an innovative workforce performance and training platform — discusses new contracts with the Air Force and Navy special operations commands, how training that is mentally challenging improves retention and learning outcomes, and the changing nature of work in the wake of the covid pandemic; and Justin Sherman, the founder of the DC research and advisory firm Global Cyber Strategies, discusses Russia’s hacking conference, the evolution of the Russian cyber ecosystem after global sanctions in response to Moscow’s war on Ukraine, Montana’s move to ban TikTok and the company’s countersuit, the right approach to regulating foreign-owned social media, and the flaws in the House bill that aims to limit China’s ability to develop undersea cables with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, Ted Colbert, the CEO of Boeing Defense, Space & Security, discusses his drive to improve his unit’s performance by hiring thousands, investing in his business and driving sweeping culture change to empower his workforce, the new global security environment in the wake of the Ukraine war, learning lessons from past program missteps, driving growth and winning major new contracts, and more with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Ukraine’s counteroffensive to liberated its territory from Russian occupation, the Kremlin’s new directive that all Russian “volunteers” fighting in Ukraine register as contractors, and Russia’s non-government UAV ecosystem; AIA President and CEO Eric Fanning discusses the impact of the debt deal on defense spending, inflation impact, rebuilding defense industrial capacity in the wake of the Ukraine crisis, priorities for the Paris Air Show, and need for tax credit and export control reforms; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the US defense budget outlook and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
6/12/2023 • 38 minutes, 16 seconds
Defense & Aerospace Report Podcast [Jun 11, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as investors weigh commercial real estate worries and prospects that Congress might not plus up Pentagon spending, the International Air Transport Association’s new traffic numbers and outlook on sustainable aviation, the concern that airlines are ordering too many airplanes in large blocks, Airbus delivery figures, defense sentiment as Ukraine launches its counteroffensive, and themes for the upcoming Paris Air Show that convenes the week after next at the historic airfield at Le Bourget outside the French capital.
6/11/2023 • 39 minutes, 36 seconds
Defense & Aerospace Podcast [Washington Roundtable Jun 09, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join host Vago Muradian to discuss prospects for supplemental funding from Congress for Ukraine and cover Pentagon needs in the wake of the bipartisan debt deal, the Freedom Caucus revolt that’s blocked the House floor to protest Speaker Kevin McCarthy, the Republican presidential field and political implications of former President Trump’s impending federal indictment for mishandling top secret documents, what’s next in the Ukraine war as Kyiv launches its offensive and Russia blows up the Novo Kakhovka dam, growing US comfort with Ukraine using American weapons against Russia, France’s move to block a NATO liaison office in Tokyo, prospect that China will open a spy base in Cuba and what Washington can do about it, roundup of headlines in Asia and the Middle East, including the big Saudi win in negotiating a merger between the PGA and LIV to dominate golf as it already does Formula 1 and soccer.
6/9/2023 • 54 minutes, 41 seconds
Defense & Aerospace Air Power Podcast [Jun 08, 23] Ep21: Convo w/ CSIS' Dr. Ted Harshberger
On The Air Power Podcast, sponsored by GE Aerospace, Vago flies solo as JJ has the week off. In our discussion portion, we welcome Dr. Ted Harshberger of the Center for Strategic and International Studies to discuss lessons from the Ukraine war, what the destruction of the dam across the Dnipro River tells us about the targets nations are willing to destroy even if doing so hurts their own troops and citizens, the lessons from this European war that apply elsewhere including the Indo-Pacific, and the capabilities needed to deter and win future conflicts.
On this week’s Technology Report, Don Burnette, the co-founder and CEO of Kodiak Robotics, discusses the Silicon Valley company’s innovative autonomous technologies that can transform existing commercial and military vehicles into uncrewed ones; and John Cofrancesco, founder and CEO of the Applied AI Company, discusses the right approach to regulating artificial intelligence, why many large companies want legislation to ensure a level competitive playing field, and analyses the public elements of Pentagon’s new classified cyber strategy with Defense & Aerospace Report Editor Vago Muradian.
6/7/2023 • 32 minutes, 5 seconds
DEFAERO Strategy Series [Jun 06, ’23] w/ Dr. Brian Taylor
On this latest episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Dr. Brian Taylor, a professor in the Political Science Department at Syracuse University’s Maxwell School of Citzenship and Public Affairs who is an expert on Russia, Vladimir Putin and Russian elites and politics and the author of "The Code of Putinism,” discusses the impact of international sanctions on Russia now and over time, whether the sanctions will fracture Russian elites and separate them from Vladimir Putin, determining the actual level of public support for the Russian leader, Putin’s track record of doing what he’s said he’ll do, how to determine his actual red lines, whether it’s time for a strategy that deals with Russia, China, Iran and North Korea as a coalition rather than individual threats, and examples of good a
nd bad strategy with Defense & Aerospace Report Editor Vago Muradian.
6/6/2023 • 47 minutes, 4 seconds
Daily Podcast [Jun 05, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses the latest on Russia’s war on Ukraine — and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the deal to raise America’s borrowing limit and its implications on defense spending and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
6/5/2023 • 30 minutes, 40 seconds
Defense & Aerospace Report Podcast [Jun 04, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss Wall Street’s reaction to the debt deal that cut government spending and capped the Pentagon’s budget, whether there are work arounds that will boost resources for the Pentagon, economic outlook and how the Federal Reserve will respond to more positive jobs numbers, analysis of comments by Boeing CEO Dave Calhoun on how the trussed-wing transsonic technology demonstrator the company is developing for NASA could shape future single-aisle jetliners, Cathay Pacific’s interest in freighter version of the 777X, expectations that IndiGo will place 500-plane order with Airbus, and whether Ukraine will be able to get the 50 Patriot batteries it says it needs to help it achieve air superiority as it prepares to launch its offensive.
6/4/2023 • 40 minutes, 16 seconds
Defense & Aerospace Podcast [Washington Roundtable Jun 02, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, former DoD 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 host Vago Muradian to discuss the outlook for defense spending in the wake of the bipartisan debt ceiling deal, pAlabama Sen. Tommy Tuberville’s hold on military promotions, how NATO has to respond to Balkan unrest, Turkey’s election and Sweden’s alliance membership, Ireland and defending undersea cables, Washington’s New START strictures, what to expect from this weekend’s Shangri-La Dialogue as Beijing rejects a meeting of US-Chinese defense leaders and buzzes a US spy plane, Lloyd Austin’s visit to Tokyo, closer US-Japanese-South Korean cooperation, North Korea’s failed satellite launch, and what “strategically witless” leaks from the administration tell the world.
6/2/2023 • 50 minutes, 55 seconds
Defense & Aerospace Air Power Podcast [Jun 01, 23] Ep20: Convo w/ Gen Mark "Grace" Kelly
This we week we are honored to welcome Gen. Mark "Grace" Kelly to the show. As the Commander, Air Combat Command, Joint Base Langley-Eustis, Virginia, Kelly's job is to meet the challenges of peacetime air sovereignty and wartime defense--no small task for one staff. During this week's discussion we cover the challenging issues across the force and the globe, as well as and the week’s airpower headlines. If it’s in the air, it’s on the air!
6/1/2023 • 50 minutes, 24 seconds
Defense & Aerospace Daily Podcast [May 31, 23] Esper and James on Defense Innovation Adoption
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr Mark Esper, the 27th US defense secretary, and Deborah Lee James, the 23rd Air Force secretary, who are the co-chairs of the Atlantic Council’s Commission on Defense Innovation Adoption discuss the group’s interim report that includes 10 recommendations aimed at helping the Pentagon accelerate the adoption of game-changing technologies and capabilities by granting key leaders more authority to make key programmatic decisions more quickly
and allow greater budget flexibility to turn promising ideas into fielded capabilities with Defense & Aerospace Report Editor Vago Muradian.
5/31/2023 • 36 minutes, 55 seconds
Daily Podcast [May 30, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses the latest on Russia’s war on Ukraine including today’s unmanned aircraft attack against Moscow, impact of the war on Russian society, and CNA’s new report he co-authored with Jeff Edmonds — Russia’s Use of Uncrewed Systems in Ukraine — and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the deal to raise America’s borrowing limit and its implications on defense spending, whether focus on accusations of price gouging by defense contractors changes Pentagon spending sentiment and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
5/30/2023 • 33 minutes, 34 seconds
Defense & Aerospace Report Podcast [May 29, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss how Wall Street and world markets will view the deal between President Biden and House Speaker Kevin McCarthy to avert a US debt default, defense and aerospace stock performance on US and European markets, impact of congressional calls that Defense Secretary Austin investigate contractors for price gouging in the wake of a 60 Minutes report and charge that Boeing refused to select pricing data on more than 10,000 replacement parts on defense sentiment and future spending as was the case in the 1980s,re-election of Recip Tayyip Erdogan on Turkey’s national security outlook, QinetiQ earnings and AUKUS outlook, China Eastern makes first passenger flight with Comac’s C919 jetliner, Airbus says it won’t modify A220 to replace A320, Riyadh Air’s interest in at least 150 Boeing 737 Max aircraft, Czech Republic’s $2.4 billion order for CV90 combat vehicles, and what’s next as Ukraine’s offensive looms.
5/29/2023 • 56 minutes, 20 seconds
Defense & Aerospace Podcast [Washington Roundtable May 26, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, former DoD 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 host Vago Muradian to discuss debt ceiling talks as lawmakers fail to reach a deal before leaving Washington for the Memorial Day weekend, Sen. Tommy Tuberville vows continued hold on military confirmations as President Biden names USAF Chief Gen. CQ Brown as next Joint Chiefs chairman, impact of concerns that military contractors are price gouging on future defense spending, Ukraine-backed Russian partisans raid Russia, what happens to US support for Ukraine is American systems are used against Russia, China’s cyber hacks against Guam’s critical infrastructure, key congressional delegation cancels trip to Indo-Pacific and Taiwan, why Washington is trying so hard to normalize relations with Beijing after China’s anger at US shoot down of its spy balloon, takeaways from G7 as well as Quad and Pacific Island leaders forum, what Recip Tayyip Erdogan’s impending reelection means for Turkish democracy, Bibi Netanyahu woo’s Orthodox Israelis with cash and plans to restart his judicial reform push, and US Navy efforts to counter Iran’s high seas piracy.
5/26/2023 • 50 minutes, 29 seconds
Defense & Aerospace Air Power Podcast [May 25, 23] Ep19: New Drone, Who Dis?
Uninhabited aircraft rule this week’s Air Power Podcast, powered by GE Aerospace. Vago and J.J. are joined by Mike Shortsleeve, vice president for strategy and business development at General Atomics Aeronautical Systems and a former UAV unit commander, to look at the future of UAVs. And Mark Montgomery comes by to dissect DoD’s big new munitions procurement plans. Plus this week’s headlines in airpower. It’s all kinds of bang for your podcast buck!
5/25/2023 • 50 minutes, 9 seconds
Defense & Aerospace Technology Report [May 24, 23] AI State of Play w/ Tom Siebel
On this week’s Technology Report, C3 AI Founder, Chairman and CEO Tom Siebel discusses the step-change implications of generative artificial intelligence, the magnitude of potential society-altering dangers as well as sweeping benefits, the smart approach to regulation that curbs negative impacts without stifling innovation, the use of the technology in weapons particularly by nations like China, Russia, Iran and North Korea, how to think about AI threats in a world where the barriers to developing the technology are falling, the kind of declaratory strategies needed to deter adversaries from employing weaponized AI against the United States and its allies, efforts to harmonize now-scattershot Pentagon AI efforts, and his company’s growth in the DoD market with Defense & Aerospace Report Editor Vago Muradian.
5/24/2023 • 33 minutes, 2 seconds
Defense & Aerospace Daily Podcast [May 23, 23] AEI's Dr Bill Greenwalt on AUKUS
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Bill Greenwalt, one of the nation’s leading thinkers on defense acquisition at the American Enterprise Institute and the co-author, with Tom Corbin, of the new report from the United States Studies Centre at the University of Sydney — “Breaking the Barriers: Reforming US Export Controls to Realise the potential of AUKUS” — discusses what the Australia-US-UK partnership is and isn’t, the biggest impediments that stand in the way of delivering capability at speed and scale, the importance of speed to deter conflict, the imperative to change dated and onerous US export controls that hinder much-needed cooperation and irritate allies, areas where the technological partnership among Five Eyes allies can move more quickly and learn lessons that make more complicated efforts easier like equipping Australia nuclear submarines, how to more closely harmonize nuclear submarine technologies among allies to lower production and operating cost, how to more rapidly adopt commercial innovation to quickly and more economically address military needs, and what America can learn from its allies with Defense & Aerospace Report Editor Vago Muradian.
5/23/2023 • 35 minutes, 15 seconds
Daily Podcast [May 22, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Russia’s claim to have taken Bakhmut and Ukraine’s stance they are still control parts of the devastated city, why Wagner Group mercenary and convict force boss Yevgeny Prigozhin isn’t getting credit, how F-16s for Ukraine might change the next phase of the war, the high cost of Russia’s long-range strikes against Kyiv and Ukraine’s successful defense against those strikes, and an unmanned systems update; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the prospects for a deal that averts a US debt default and what that deal might mean for defense spending given what happened in the wake of 2010 debt crisis that resulted in the Budget Control Act of 2011, what analysis of 2011-2016 tells is about what might happen next, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
5/22/2023 • 30 minutes, 33 seconds
Defense & Aerospace Report Podcast [May 21, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss market reaction to prospect that Washington may be nearing a debt deal and implications for defense spending, the implications on trade as G7 continues to sharpen sanctions on Russia and works to counter Beijing’s economic coercion, reports Biden administration will allow F-16 fighter operator to transfer their aircraft to Ukraine, Britain’s pilot training program, Boeing’s Cascade Climate Model Tool, Rolls-Royce’s UltraFan program, VistaJet’s financial woes, vulnerability of towed artillery in Ukraine, and impact of impact of Recip Tayyip Erdogan remaining in power.
5/21/2023 • 49 minutes, 44 seconds
Defense & Aerospace Podcast [Washington Roundtable May 19, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, and former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join host Vago Muradian to discuss negotiations to avert a first-ever US debt default, update on authorization and appropriations, G7 nations meet to counter China’s economic coercion and close sanctions loopholes to punish Russia for attacking Ukraine, Beijing’s charm offensive to woo Japan, Europe and Malaysia, Ukraine claws back territory from Russian forces as Moscow pounds Kyiv as Volodymyr Zelenskyy calls for more support, roundup of Indo-Pacific headlines, under congressional pressure Secretary of State Antony Blinken agrees to disclose internal “dissent” memo on America’s botched withdrawal from Afghanistan, Syria returns to the Arab League, and update on Israel’s continuing political turmoil.
5/19/2023 • 54 minutes, 24 seconds
Defense & Aerospace Air Power Podcast [May 18, 23] Ep18: Convo w/ Mike "Mobile" Holmes
Commanding Air Combat – Retired Gen. James “Mobile” Holmes, former commander of Air Combat Command, joins The Air Power Podcast (powered by GE Aerospace!) as ACC prepares to receive a new boss. He covers lessons from Ukraine, training challenges, Agile Combat Employment, capacity vs. capability, the biggest change facing ACC’s new commander, and much more. And we have this week’s headlines in airpower!
5/18/2023 • 46 minutes, 57 seconds
Defense & Aerospace Daily Podcast [May 17, 23] Convo w/ DoD Comptroller Mike McCord
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Mike McCord, the Defense Department’s comptroller and chief financial officer, discusses the implications of a first-ever US debt default on the Pentagon and its industrial base as well as a “government slowdown” whereby the government selectively pays its bills rather than defaults, impact of prolonged continuing resolutions on DoD people and programs, defense spending outlook and more with Defense & Aerospace Report Editor Vago Muradian.
5/17/2023 • 36 minutes, 58 seconds
Daily Podcast [May 16, 23] Dr. Nina Kollars on the National Defense and Technology Strategy
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Nina Kollars, the adviser to the undersecretary of defense for research and engineering who also is a professor at the US Naval War College’s Cyber & Innovation Policy Institute, discusses the new National Defense and Technology Strategy, the nature of innovation and risk taking needed at for DoD to successfully harness commercial firms as well as its own industrial base and labs, methodically building the organizational structure and culture for success, balancing top down and bottom up change, and more with Defense & Aerospace Report Editor Vago Muradian.
5/16/2023 • 33 minutes, 6 seconds
Daily Podcast [May 15, 23] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses withdrawal of Russian and Wagner mercenary forces from Bakhmut, loss of four Russian aircraft in a single day, whether Ukraine’s offensive has already started, how new weapons delivered to Kyiv like the Anglo-French Storm Shadow precision cruise missile and unmanned strike drones will change the upcoming offensive and shape Russian actions, outlook for Yevgeny Prigozhin in the wake of disclosure the Wagner boss proposed revealing the location of Russian forces to Ukraine in exchange for averting attacks on his mercenaries, criticism that Russia’s defense ministry is too slow moving; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the rising concern of a US debt default and its impact on defense contractors, analysis of NATO’s new defense spending and planning approach, outlook for the Biden administration’s budget request, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
5/15/2023 • 28 minutes, 32 seconds
Defense & Aerospace Report Podcast [May 14, ’23 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 Defense & Aerospace Report Editor Vago Muradian to discuss how US and overseas markets view a possible US debt default and how this latest debt drama is driving the development of new reserve currencies as an alternative to the US dollar including the Euro, prospect of future interest rate hikes by the Federal Reserve as inflation slows, whether central bankers will curb inflation without causing a recession, Germany’s order for 60 CH-47F Chinook helicopters from Boeing to replace the country’s fleet of CH-53 helicopters and what the deal means for Sikorsky’s CH-53K, the news that the T-7 Red Hawk trainer by Boeing and Saab for the US Air Force will be delayed by three years, NetJets’ $5 billion order for up to 250 Embraer Praetor 500 business jets, Turkish Airlines’ interest in up to 800 new jetliners, Virgin Orbital and Rocket Lab earnings, order for 300 Boeing 737 Max jets by Ryanair, and Germany’s latest $3 billion arms package for Ukraine that includes more tanks, vehicles, air defense missiles and ammunition.
5/14/2023 • 54 minutes, 54 seconds
Defense & Aerospace Podcast [Washington Roundtable May 12, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join host Vago Muradian to discuss the latest Washington political maneuvering as America approaches debt default including GOP move to indefinitely postpone budget markups, how to resolve immigration challenge after Article 42’s expiration and Sen. Tommy Tuberville’s hold on military promotions, NATO’s new defense planning guidance that harkens back to Cold War, Britain’s decision to export Storm Shadow long-range precision cruise missiles to Ukraine and why that should inspire Washington to follow suit, Russia’s retreat from Bakhmut, Ukraine’s impending offensive, US-China meeting in Vienna and what’s next for the relationship as G7 convenes and Quad leaders meet, and the critically important lessons from the Vietnam War worth remembering as the nation commemorates the 50th anniversary of the end of the conflict.
5/12/2023 • 57 minutes, 17 seconds
Defense & Aerospace Air Power Podcast [May 11, 23] Ep17: Spear It In the Sky
Air and missile defense expert Dr. Tom Karako of CSIS joins The Air Power Podcast, powered by GE Aerospace, to review the role of defenses in Ukraine and the future for US capabilities around the world, especially the Indo-Pacific. And we have this week’s headlines in airpower!
5/11/2023 • 42 minutes, 11 seconds
DEFAERO Tech Report[May 10, 23] SOFWEEK Tech & Review of DoD's New Tech Strategy
On this week’s Technology Report, Jason Salata, a retired US Navy captain and former US Special Operations Command and the US Naval Special Warfare Command spokesman who is now with the Provision Advisors public relations firm that oversees SOF Week’s media center, discusses key messages from US special operations leadership at this year’s gathering in Tampa, standout technologies from the show floor, and changing in the works for next year’s event to better connect companies with good ideas with program officials who can turn them into reality; and Emily Harding of the Center for Strategic and International Studies discusses the National Defense Science and Technology Strategy issued yesterday, how to turn the strategy into reality, the need for greater risk tolerance, the report she co-authored — “Seven Critical Technologies for Winning the Next War” — that theorizes on the nature of future wars America and its allies may have to fight and seven critical technologies needed to win, and how the Pentagon needs to think about artificial intelligence and its uses in everything from decision making to automated weaponry with Defense & Aerospace Report Editor Vago Muradian.
5/10/2023 • 34 minutes, 47 seconds
Daily Pod [May 09, 23] Punaro & Bayer on Debt Ceiling, Defense Spending, Delayed Noms & More
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Michael Bayer, the chairman of the National Defense Industrial Association, and Arnold Punaro, the former NDIA chairman and Senate Armed Services Committee staff director, discuss a long-term approach to balancing US spending and revenue to avoid future debt default dramas, outlook for reforms and defense spending, priorities for incoming chairman and service chiefs, Sen. Tommy Tuberville, R-Ala., “unprecedented” hold on promotions, and report card on Biden administration’s filling of political appointee jobs with Defense & Aerospace Report Editor Vago Muradian.
5/9/2023 • 31 minutes, 58 seconds
Daily Pod [May 08, 23] SOFWEEK Preview; Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Col. Stu Braden, USA Ret., the president and CEO of the Global SOF Foundation, discusses themes from this year’s SOF Week in Tampa including the renewed focus of the special operations community on great power conflict; Sam Bendett of the Center for Naval Analyses discusses the temper tantrum that got Yevgeny Prigozhin the ammunition he wanted for his Wagner Group mercenary and convict force, Ukraine’s use of a US-made Patriot anti-missile system to successfully intercept a Russian Kinzhal hypersonic missile, Ukraine’s attack on Crimea, and the outlook for this year’s Victory Day commemorations in the wake of a drone attack on the Kremlin; and Byron Callan of the independent Washington research firm Capital Alpha Partners with highlights from last week’s first 2023 quarter earnings reports, debt ceiling as President Biden to meet with lawmakers tomorrow, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
5/8/2023 • 34 minutes, 41 seconds
Defense & Aerospace Report Podcast [May 07, ’23 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Merrill Lynch, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic Advisory consultancy join Defense & Aerospace Report Editor Vago Muradian to discuss the impact of a potential US debt default on financial markets, holders in American debt and contractors as lawmakers in Washington scramble for a deal, analysis of first 2023 a quarter earnings reports by AerCap, Airbus, Air Lease, Embraer, HII, Leonardo, Rheinmetall, Spirit AeroSystems, and Thales, reports that Airbus might stretch its A220 jetliner as a replacement to the A320 to better compete against Boeing’s 737, the Pentagon steps up weapons production with its latest $1 billion contract for more Javelin antitank missiles, and an update on Russia’s war on Ukraine.
5/7/2023 • 46 minutes, 30 seconds
Defense & Aerospace Podcast [Washington Roundtable May 05, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join host Vago Muradian to discuss panic among lawmakers in Washington as a first-ever US debt default looms, implications of debt default on America’s national security, how Europe and Asia — as well as advisories like China and Russia — view the debt antics in Washington, priorities for Gen. CQ Brown as the new chairman of the Joint Chiefs of Staff, prospects for general officer confirmations given hold imposed by Sen. Tommy Tuberville, R-Ala., President Biden’s deployment of 1,500 troops to southern US border, what’s next in Ukraine was as Russia steps up attacks and unmanned aircraft intercepted over the Kremlin, Philippine President Ferdinand Marcos’ visit to Washington and Indo-Pacific news roundup, and update on Israeli politics and Armenia-Azerbaijan peace talks.
5/5/2023 • 52 minutes, 23 seconds
Defense & Aerospace Air Power Podcast [May 04, 23] Ep16: Everything Everywhere All At Once
We talk the whirling world of global air power with Douglas Barrie of the International Institute for Strategic Studies. And GE Aerospace’s David Tweedie on the latest in military aircraft engines.
On this episode of the Technology Report, Bryan Clark, a retired US Navy commander and submariner who is now the director of the Center for Defense Concepts and Technology at the Hudson Institute, discusses the Pentagon’s new investment in America’s hypersonic weapons industrial base, efforts by the DoD leadership to engage battery and critical minerals makers, attracting commercial firms to help address military needs, and the two reports he co-authored with his colleague Dan Patt — “Unalone and unafraid: Improving the Navy’s process and organization for developing and fielding uncrewed vehicles and mission systems” and “Fighting into the bastions: Sustaining the US Undersea Advantage” with Defense & Aerospace Report Editor Vago Muradian.
5/3/2023 • 27 minutes, 50 seconds
Daily Podcast [May 02, 23] Metrea’s Todd Harrison with Budget Updates and Insight
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Todd Harrison, who leads Metrea Strategic Insights — the think tank within the innovative defense and aerospace company — who remains affiliated with the Center for Strategic and International Studies, discusses the implications for DoD of a potential debt default, take aways from DoD posture hearings and deep dives into the Biden Administration's FY '24 budget request with Defense & Aerospace Report Editor Vago Muradian.
5/2/2023 • 30 minutes, 55 seconds
Daily Pod [May 01, 23] Bob Hasting on Army Aviation Headlines from AAAA; Byron Callan's Week Ahead
On today’s program, sponsored by HII, Bob Hastings, former Army aviator and Bell’s former vice president for marketing and communications, discusses takeaways from last week’s Army Aviation Association of America’s annual meeting, the update on the service’s aviation programs including outlook for the Future Armed Reconnaissance Aircraft and need for human in the loop, and the stand down of Army Aviation in the wake of several deadly accidents; and Byron Callan of the independent Washington research firm Capital Alpha Partners takes a look at first 2023 quarter earnings, the prospects for an unprecedented US debt default and what it would mean, and a look at the week ahead.
5/1/2023 • 30 minutes, 11 seconds
Defense & Aerospace Report Podcast [Apr 30, ’23 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 Defense & Aerospace Report Editor Vago Muradian to review the week on world markets as inflation worries persist, leading companies including Bombardier, Boeing, General Dynamics, Hexcel, L3Harris, MTU, Northrop Grumman, Raytheon and Safran report first 2023 quarter earnings, mounting concern of US debt default as Fitch downgrades France, impact of debt on ability of United States and its allies to continue increasing defense spending, persistent supply chain concerns as Pentagon works to ramp up production, orders fro Comac’s C919 and ARJ21 airliners, EU move to broker deal that allows Ukraine to export much-needed grain through Europe to world market, and UK military role in evacuation of British nationals from Sudan and preparations for coronation of King Charles III.
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join host Vago Muradian to discuss the outlook for a US debt default as House Republicans pass a one-year borrowing limit increase and sharp spending cuts, the defense implications of the measure, impact of Alabama Republican Sen. Tommy Tuberville’s hold on general officer promotions, what’s next in the Ukraine war as Russia launches the deadliest missile barrage in weeks and Chinese Premier Xi Jinping talks to Volodymyr Zelenskyy, aftermath of statement by China’s ambassador to France Lu Shaye that former Soviet republicans have no legal claim to sovereignty, takeaways from South Korea’s President Yoon Suk-yeol’s state visit to Washington and Australia’s first new security strategy since the Cold War, China’s global base-building strategy including in the UAE, Israel on its 75th anniversary, and securing Armenia’s territorial integrity.
4/28/2023 • 49 minutes, 3 seconds
Defense & Aerospace Air Power Podcast [Apr 27, 23] Ep15: We’ve got a secret!
It’s all things B-21 on The Air Power Podcast this week, as the authors of two new studies on the clandestine bomber, Dr. Chris Bowie and Col. (ret) Mark Gunzinger, join us. Plus an update on the Army’s Future Long Range Assault Aircraft, and the week’s airpower headlines. If it’s in the air, it’s on the air!
On this week’s Technology Report, AJ Piplica, the CEO of hypersonic aircraft company Hermeus, discusses how the innovative company he founded in 2018 aims to accelerate now Mach 5 aircraft for commercial and military aircraft are developed, powering the new planes by modifying existing engine designs, the challenge of raising money in a tight market, and the company’s growth strategy; and Mark Montgomery, a retired US Navy rear admiral who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies and the Cyber Solarium 2.0 executive director, discusses China’s efforts to hack adversary satellites, Russia’s cyber activity, and reviews the outlook for cyber and technology investment as Congress assesses the Biden administration’s budget request with Defense & Aerospace Report Editor Vago Muradian.
4/26/2023 • 33 minutes, 58 seconds
DEFAERO Strategy Series [Apr 25, ’23] w/ Retired General Jeffrey Harrigian
On this latest episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Gen. Jeffrey Harrigian, USAF Ret., the former commander of the US Air Forces Europe and Africa, discusses the years of effort to build NATO’s ability to surge air power to deter Russia from miscalculating on Feb. 24, 2022, as Moscow launched its invasion of Ukraine, organizational as well as technological and cultural changes needed to improve allied air capabilities, the keys to culture change, importance of empowering subordinates, convincing allies and Kyiv of the impending attack, wider lessons from the war, studying Ukraine’s ability to innovate under fire to improve future US capabilities, Russia as persistent threat, the vital importance of air power and 5th generation capabilities with Defense & Aerospace Report Editor Vago Muradian.
4/25/2023 • 53 minutes, 3 seconds
Daily Pod [Apr 24, 23] Russia-Ukraine, Week Ahead & Space
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Ukraine’s drone attack today on Russia’s Black Sea Fleet base in Sevastopol, what to expect from Kyiv’s upcoming offensive and defensive Russian preparations, Moscow’s latest “manly” recruiting campaign, and comments by Armenia’s president that suggest trading Nagorno-Karabakh to secure the country’s territorial integrity on the 108th commemoration of the Armenian Genocide; Laura Winter, the host of The DownLink podcast, on key takeaways from the National Space Symposium and SpaceX’s Starship launch; and Byron Callan of the independent Washington research firm Capital Alpha Partners with highlights from last week’s congressional hearings, outlook on raising the debt ceiling as House Speaker Kevin McCarthy put’s his plane for a one-year extension and spending cuts to a vote, Lockheed Martin’s first quarter 2023 earnings, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
4/24/2023 • 34 minutes, 59 seconds
Defense & Aerospace Report Podcast [Apr 23, ’23 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Merrill Lynch, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic Advisory consultancy join Defense & Aerospace Report Editor Vago Muradian to review the week on world markets, debt ceiling watch, Babcock’s charge on its fixed-price contract on its new generation Type 31 frigate, new leadership at Leonardo and Bell, Lockheed Martin first quarter 2023 earnings and what to expect as the group reports, a look ahead to Airbus returns, impact of limited industrial capacity and how governments can help increase it, market implications of Russia’s increasing cyber as well as undersea espionage and intimidation, SpaceX’s maiden Starship flight and the merits of history’s biggest and most powerful rocket, and takeaways from the National Space Symposium.
On this week’s Washington Roundtable, sponsored by Bell, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss defense budget implications of House Speaker Kevin McCarthy’s proposal to sharply cut spending for a one-year debt ceiling increase, NATO Secretary General Jens Stoltenberg’s visit to Kyiv, alliance efforts to improve Ukraine’s capabilities in advance of its planned offensive, whether Sweden will join the alliance this summer, French efforts to walk back controversial comments by President Emmanuel Macron, Beijing’s response to US efforts to diminish tensions, a review of the week across the Indo-Pacific as new Chinese surveillance capabilities are revealed and senior US leaders testify before Congress, update on Israel’s drive to create a national guard, and Iran on the 40th anniversary of the bombing of the US embassy in Beirut that killed 63 including 17 Americans, injuring another 120.
4/21/2023 • 47 minutes, 32 seconds
Defense & Aerospace Air Power Podcast [Apr 20, 23] Ep14: Make way for Mr. Chairman!
Rep. Rob Wittman, chair of the Tactical Air and Land Forces Subcommittee in the House, joins us to take apart the fiscal 2024 defense budget and look into its prospects in Congress. Plus we have the week’s airpower headlines. If it’s in the air, it’s on the air!
On this week’s Technology Report, Nigel Inkster, the former director of intelligence and operations at the Secret Intelligence Service otherwise known as MI6 who is now the senior advisor for cybersecurity and China at the International Institute for Strategic Studies, discusses the UK’s new Offensive Cyber Capabilities Principles and its role in deterrence as part of integrated military as well as diplomatic and economic means, the need for allies and partners to improve their collective security and ability to deter conflict by adopting common offensive and overall cyber strategies, and using technology to prevent future intelligence breaches; and John CoFrancesco, the founder and CEO of Applied AI Company, on how ChatGPT and apps will comprehensively change national security, what thoughtful regulation of artificial intelligence looks like as lawmakers call for greater insight into algorithms and data sets, and benefits of apps like ChatGPT with Defense & Aerospace Report Editor Vago Muradian.
4/19/2023 • 29 minutes, 48 seconds
Daily Podcast [Apr 18, 23] Retired Admiral Mike Rogers on Lessons from Latest Intel Leak
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Adm. Mike Rogers, USN Ret., the former director of the National Security Agency and former commander of US Cyber Command who is now the chairman of the advisory board of cybersecurity firm Claroty, discusses the latest and largest leak of top secret US documents in a decade allegedly by Massachussetts Air National Guard A1C Jack Teixiera, the common link among the three largest intelligence disclosures by Chelsea Manning, Edward Snowden and now Teixeira, how technology can help mitigate future unauthorized disclosures, impact of the disclosures on intelligence cooperation with allies and partners, and whether Ukraine will have to change operational plans and Washington can continue to collect from Russian sources in the wake of the leaks with Defense & Aerospace Report Editor Vago Muradian.
4/18/2023 • 31 minutes, 36 seconds
Daily Podcast [Apr 17, 23] Sam Bendett on Russia-Ukraine & Byron Callan On the Week Ahead
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses discusses Russian perceptions of the recent disclosures of US intelligence, an update on Moscow’s war against Ukraine, Wagner Group recruiting of troops and drone operators, and harnessing advanced technology to crack down on Russian draft dodgers; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses how the intelligence leaks could change the defense debate in Washington, House Speaker Kevin McCarthy’s trip to New York and stance that debt ceiling increase should be negotiated first at the expense of forestalling additional government spending, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
4/17/2023 • 30 minutes, 24 seconds
Defense & Aerospace Report Podcast [Apr 16, ’23 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Merrill Lynch, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic Advisory consultancy join Defense & Aerospace Report Editor Vago Muradian to review the week on world markets as optimism of a “soft landing” for the US economy grows, the implications of strengthening British pound, the financial and market impact of revelations that the tail sections of 737 Max jets built over the past four years might contain defective components, the aftermath of French President Emmanuel Macron’s stance in the wake of his visit to Beijing, Brazilian President Lula da Silva’s agreement with China’s Xi Jinping to conduct trade directly in yuans and reals to undermine the US dollar, and the Pentagon’s new Defense Contract Finance Study.
On this week’s Defense & Aerospace Report Washington Roundtable, sponsored by Bell, Dr. Patrick Cronin of the Hudson Institute, Barry Pavel of the Rand Corporation, and former Pentagon Europe chief Jim Townsend of the Center for a New American Security join Vago Muradian to discuss the top national security headlines from Washington and around the world.
4/14/2023 • 50 minutes, 55 seconds
Defense & Aerospace Air Power Podcast [Apr 13, 23] Ep13: War! What is it good for?
War! What is it good for? *Lessons.* Dr. James Chow, director of RAND Project Air Force, joins us to talk lessons from Ukraine, shortening kill chains, Agile Combat Employment, and lots more. Plus we have the week’s airpower headlines. It’s your weekly avgeek fix!
4/13/2023 • 40 minutes, 47 seconds
Defense & Aerospace Technology Report [Apr 12, 23] Purdue Applied Research Institute's Dr Mark Lewis
On this week’s Technology Report, Dr. Mark Lewis, the new CEO of Purdue University’s new Applied Research Institute, discusses the institute and university’s national security role, analyzes the technology elements of the Biden administration’s budget request, assess investment in hypersonic weapons technologies and programs, the long-term implications of the national investment in technology including the CHIPS effort to reinvigorate America’s semiconductor capabilities, how to think about artificial intelligence as public perceptions are shaped by apps like ChatGPT, and the technologies we should be paying more attention to with Defense & Aerospace Report Editor Vago Muradian.
4/12/2023 • 26 minutes, 2 seconds
Daily Podcast [Apr 11, 23] Leonardo DRS' Bill Lynn & Byron Callan Looks at the Week Ahead
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Bill Lynn, former deputy defense secretary who is now chairman and CEO of Leonardo DRS, discusses the budget outlook, inflation and supply chains, Ukraine war lessons, DoD’s Defense Contract Finance Study, benefits of becoming a NASDAQ listed company, the acquisition of RADA, and how the contract to provide the electric propulsion for the Columbia-class ballistic missile sub could transform future attack subs as well as the naval surface force; and Byron Callan of the independent Washington research firm Capital Alpha Partners on macroeconomic themes, key polling data, DoD’s contract study and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
4/11/2023 • 36 minutes, 36 seconds
Defense & Aerospace Report Podcast [Apr 10, ’23 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Merrill Lynch, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic Advisory consultancy join Defense & Aerospace Report Editor Vago Muradian to review the week on world markets as the US economy posted job growth but slower than in past quarters as investors debate whether the economy is in for a “soft” or “hard” landing as the Federal Reserve continues to battle inflation, analysis of statements by House China committee chair Rep. Mike Gallagher,” R-Wisc., that economic decoupling with Beijing would be selective on highly sensitive areas rather than across the board, implications of French President Emmanuel Macron’s statements on the need for Europe to not get pulled into rising US-China tensions and the need to reduce dependency on the US and the dollar in the wake of his visit to Beijing along with European Commission President Ursula von der Leyen’s trip to Beijing, China’s Airbus orders and the European jet maker’s second final assembly line in Tianjin, Virgin Orbit’s bankruptcy, what’s next in the wake of the Government Accountability Office’s decision to reject Lockheed Martin and Boeing protest of the US Army’s Future Long-Range Assault Aircraft Award to Bell, and Leonardo DRS’ $1 billion award to deliver electric propulsion for the US Navy’s Columbia-class ballistic missile submarine.
On this week’s Defense & Aerospace Report Washington Roundtable, sponsored by Bell, Dr. Patrick Cronin of the Hudson Institute, Barry Pavel of the Rand Corporation, and former Pentagon Europe chief Jim Townsend of the Center for a New American Security join Vago Muradian to discuss French President Emmanuel Macron and European Commission President Ursula von der Leyen’s visit to Beijing, what’s next in the Ukraine war as US and NATO planning documents are leaked, the case for a comprehensive US and allied strategy to better counter China and Russia as both powers work increasingly closely together to reshape global affairs, Taiwanese President Tsai Ing-Wen’s visit to the United States and Beijing’s reaction including threat to board and inspect Taiwanese vessels, whether the China threat is more imminent than Washington anticipates, the Biden administration’s Afghanistan withdrawal after action report, and global perceptions of America in the wake of former President Trump’s indictment and move by Tennessee state house to expel two young Black members.
4/7/2023 • 54 minutes, 35 seconds
Defense & Aerospace Air Power Podcast [Apr 06, 23] Ep12: There’s More Than One Way to Fly Navy
Navalist Bryan Clark, director of the Center for Defense Concepts and Technology at the Hudson Institute, joins us to talk the future of the carrier air wing, disaggregating carrier missions, going uninhabited, and lots more. (Pairs perfectly with our interview two weeks ago with his counterpart Jerry Hendrix.) Plus we have the week’s airpower headlines. It’s your weekly avgeek fix!
4/6/2023 • 42 minutes, 30 seconds
Technology Report [Apr 05, 23] CHIPS Funding & Live Virtual Constructive Training
On this week’s Technology Report, Dale Swartz, a partner at the McKinsey consultancy specializing in technology, innovation and national security and co-author of the report — “Government CHIPS on the table: How higher DOD microelectronics funding is here to stay” — discusses the US investment in America’s semiconductor ecosystem vital for national security and economic prosperity; and from the Navy League’s annual Sea-Air-Space conference a discussion on the importance of live virtual constructive training with Schuyler Moore, the chief technology officer of US Central Command, Capt. Tony Then, USN, the former commander of the US Navy’s Destroyer Squadron 22, Maj. Joe Silverio, USAF, of the US Air Force’s Air Combat Command, and John Bell, the technical director at HII LVC Solutions — the leading provider of live virtual constructive training across DoD — with Defense & Aerospace Report Editor Vago Muradian.
4/5/2023 • 37 minutes, 10 seconds
Daily Podcast [Apr 04, 23] IPSOS’ Darrell Bricker on Latest Trends and Sentiments
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Darrell Bricker, the chief executive of Ipsos Public Affairs, discusses the latest global survey of security trends and sentiments with Defense & Aerospace Report Editor Vago Muradian.
4/4/2023 • 36 minutes, 57 seconds
Daily Podcast [Apr 03, 23] Byron Callan Looks at the Week Ahead & Sea Air Space Preview
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Bryon Callan of the independent Washington research firm Capital Alpha Partners discusses takeaways from a blockbuster set of hearings, why the decision against a new engine undermines the relevance of the F-35 Lighting II fighter, a look at the week ahead; and the cohosts of our Cavas Ships podcast — Chris Cavas and Chris Servello — discuss what to expect from the Navy League’s annual Sea-Air-Space conference and tradeshow with Defense & Aerospace Report Editor Vago Muradian.
4/3/2023 • 29 minutes, 9 seconds
Defense & Aerospace Report Podcast [Apr 02, ’23 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Merrill Lynch, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic Advisory consultancy join Defense & Aerospace Report Editor Vago Muradian to review the week on world markets.
4/2/2023 • 48 minutes, 49 seconds
Defense & Aerospace Podcast [Washington Roundtable Mar 31, ’23]
On this week’s Washington Roundtable, sponsored by Bell, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, Jim Townsend of the Center for a New American Security, and Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago to discuss the week in Washington and around the world.
3/31/2023 • 53 minutes, 50 seconds
Defense & Aerospace Air Power Podcast [Mar 30, 23] Ep11: You Can’t Fly Until You Buy
On this week's Air Power Podcast, sponsored by GE Aerospace, we get deep into the FY24 budget request with the Air Force’s Assistant Secretary for Acquisition, Logistics and Technology, The Honorable Andrew Hunter. You'll hear about the future of NGAD, F-35 constraints and possible production rate increases, and more. And we’ll have the week’s headlines in air power.
3/30/2023 • 34 minutes, 29 seconds
Cyber Report [Mar 29, 23] Fortress' Andrea Schaumann on Managing Risk
On this week’s Cyber Report, sponsored by Fortress Information Security, Andrea Schaumann of Fortress discusses a strategic approach to risk management, maintaining vigilance against pervasive and persistent threats, examples of successful public-private partnerships, supply chain security, ensuring cyber security investment throughout the life of weapons programs, and role of government and industry in warning of cyber threats with Defense & Aerospace Report Editor Vago Muradian.
3/29/2023 • 24 minutes, 54 seconds
Defense & Aerospace Daily Podcast [Mar 28, 23] Command & Control Series Pt4 w/ MG Schultz
In the fourth of a six-part series on command and control, sponsored Ultra Intelligence & Communications, Maj. Gen. Dustin “Dusty” Schultz, USA, the director of strategic operations (G-3/5/7) at US Army headquarters, discusses the service’s approach to realizing Joint All-Domain Command and Control, what needs to be connected and how, the balance between technology and new operational practices, when to stop experimenting and start executing, how cooperation among the military services and combatant commands like US Central Command’s Scarlet Dragon effort to drive innovative approaches and technologies, and more with Defense & Aerospace Report Editor Vago Muradian.
3/28/2023 • 34 minutes, 25 seconds
Daily Pod [Mar 27, 23] Sam Bendett on Russia, David Asher on Sanctions & Byron Callan's Week Ahead
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses discusses the summit between Vladimir Putin and Xi Jinping and the latest on Russia’s war on Ukraine including Moscow’s decision to return tactical nuclear weapons to Belarus, Russian and Turkish investment in unmanned systems; Dr. David Asher of the Hudson Institute discusses the inefficacy of US sanctions on Russia and what Washington has to do to inflict sufficient damage on Putin and the Russian economy to drive change, and the punitive sanctions that should be imposed on China to undermine Beijing’s military capabilities and hold Beijing accountable for covid-19; and Byron Callan of Capital Alpha Partners on what to expect from upcoming congressional defense spending hearings, the potential pitfalls of Raytheon’s single defense unit is, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
3/27/2023 • 37 minutes, 22 seconds
Defense & Aerospace Report Podcast [Mar 26, ’23 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Merrill Lynch, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic Advisory consultancy join Defense & Aerospace Report Editor Vago Muradian to review the week on world markets as the Federal Reserve and Bank of England raise interest rates to fight persistent inflation, the link between the banking crisis and increasing the US borrowing limit, outlook for Europe’s military helicopter industry as Australia joins Norway in grounding its NH-90 utility helicopters as week after Canberra decided to ditch its Tiger attack aircraft for Boeing AH-64 Apache, Boeing takes more charges on KC-46 Pegasus aerial tankers for the US Air Force as the service seeks to revamp it’s approach to future refueling aircraft, update on the 787 Dreamliner, takeaways from Bombardier’s virtual investors day, Virgin Orbit’s refinancing, Vladimir Putin’s meeting in Moscow with Xi Jinping, and an update on Russia’s war on Ukraine as Moscow’s offensive stalls as Kyiv prepares its offensive with new Western arms.
3/26/2023 • 49 minutes, 1 second
Defense & Aerospace Podcast [Washington Roundtable Mar 24, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join host Vago Muradian to discuss how bank failures might impact efforts to increase America’s borrowing limit to prevent a debt default, GOP proposals to sharply cut federal spending, House Speaker Kevin McCarthy’s drive for defense reforms, the bipartisan holds that are derailing Biden administration defense confirmations, the outlook for French President Emmanuel Macron after pushing through legislation to increase the retirement age that’s sparked violent nationwide protests, Britain’s Parliament hears from former Prime Minister Boris Johnson, Russia’s costly assault on Bakhmut runs out of steam as Ukraine gears up for its offensive as NATO nations increase arms deliveries, takeaways from Vladimir Putin’s meeting with Xi Jinping, update on the week in the Indo-Pacific including North Korea’s unmanned nuclear-powered undersea vehicle program, Iran moves closer to completing a nuclear weapon, and and Israeli Prime Minister Bibi Netanyahu advances controversial judicial reforms that would reduce the influence of the nation’s supreme court.
3/24/2023 • 51 minutes, 54 seconds
Defense & Aerospace Air Power Podcast [Mar 23, 23] Ep10: Fly Navy!
On this week's Air Power Podcast, sponsored by GE Aerospace, retired Navy captain, naval aviator, and noted seapower strategist, Dr. Jerry Hendrix joins us to illuminate the future of Naval aviation. His article in the April issue of The Atlantic, “The Age of American Naval Dominance is Over,” takes a hard look at seapower; on this show, he adds the Naval air dimension. And we present the week's headlines in airpower.
3/23/2023 • 44 minutes, 23 seconds
Cyber Report [Mar 22, 23] Justin Sherman on What to Expect from TikTok Hearings
On this week’s Cyber Report, sponsored by Fortress Information Security, Justin Sherman, the founder of the Global Cyber Strategies consultancy who is also a senior fellow at the Atlantic Council’s Cyber Statecraft Initiative and a Wired Magazine contributor, discusses what to expect from the House Energy and Commerce Committee hearing tomorrow on TikTok, the revelation of TikTok owner ByteDance’s ownership structure, whether to ban foreign social media platforms and if not how best to regulate them, the new Hill & Valley Forum coalition of lawmakers and Silicon Valley firms, Sino-Russian cyber cooperation as Beijing and Moscow warm ties, and what to expect from Chinese and Russian cyber activities as Beijing ratchets up tensions over Taiwan and Moscow seeks to bolster domestic production by stealing foreign intellectual property to compensate for Western sanctions in the wake of Russia’s invasion of Ukraine with Defense & Aerospace Report Editor Vago Muradian.
3/22/2023 • 30 minutes, 37 seconds
DEFAERO Strategy Series [Mar 21, ’23] w/ Commander of the Royal Canadian Navy Vice-Adm Angus Topshee
On this latest episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Vice Adm. Angus Topshee, the commander of the Royal Canadian Navy, discusses his drive to reinvigorate his force’s high-intensity warfighting skills, Canada’s unique role as an Atlantic, Pacific and Arctic power, re-learning the lessons that war at sea is violent and reward those who detect and shoot first, the imperative to strictly limit emissions and innovate to survive in an environment of ubiquitous surveillance and longer-range precision weapons, the need for survivability in a hypersonic age and more unmanned systems, better offensive and defensive weapons, and culture change to better prepare sailors to operate in contested waters far from assistance, more realistic training and instilling a culture that rewards prudent risk taking with Defense & Aerospace Report Editor Vago Muradian.
3/21/2023 • 51 minutes, 36 seconds
Daily Podcast [Mar 20, 23] Sam Bendett on Russia & Byron Callan Looks at the Week Ahead
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses discusses what to expect from Xi Jinping’s visit with Vladimir Putin in Moscow, update on progress of Russian forces in Ukraine, Moscow’s return of Soviet era restrictions on speech, and lessons in the wake of Russia’s downing of a US Reaper over the Black Sea; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses details of the Biden administration’s defense budget request, whether the banking crisis will constrain the Federal Reserve’s ability to raise interest rates, whether arms control agreements are effectively dead, the impact of GOP anti-Ukraine statements mirroring Kremlin rhetoric, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
3/20/2023 • 32 minutes, 11 seconds
Defense & Aerospace Report Podcast [Mar 19, ’23 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Merrill Lynch, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the Aerodynamic advisory consultancy joint Defense & Aerospace Report Editor Vago Muradian to review the week on world markets, implications of a banking crisis on defense and commercial aerospace suppliers as well as air carriers and leasing companies, market impact of Pentagon’s $842 billion budget request and the outcome of Britain’s integrated review, whether a recent contract awards and program moves by the US Air Force and Army constitute an effort to throw Boeing a lifeline through radar and tanker as well as attack helicopter contracts, how many more NATO aircraft could be made available to Kyiv now that Poland and Slovenia have agreed to send 17 of their MiG-29s to Ukraine, the broader implications of Russia’s downing of a US MQ-9 Reaper over the Black Sea, Rheinmetall’s strong earnings and bright future outlook as Europe’s most dynamic land systems maker, and analysis of the AUKUS deal to supply Australia with nuclear powered attack submarines and whether Canberra will develop a join submarine with UK after acquiring US-made Virginia-class boats.
3/19/2023 • 56 minutes, 28 seconds
Defense & Aerospace Podcast [Washington Roundtable Mar 17, ’23]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join host Vago Muradian to discuss stalled debt deliberations on Capitol Hill as the Federal Reserve grapples with a banking crisis that could impact the central bank’s ability to further raise interest rates to fight inflation much less bail out failed institutions as its borrowing capacity is constrained, analysis of the administration’s $842 billion defense budget request, whether French President Emmanuel Macron can survive after driving through much-needed if unpopular increase in the retirement age from 62 to 64, how Washington should respond to Russia’s downing of an American MQ-9 Reaper unmanned reconnaissance aircraft over international waters in the Black Sea to deter China from miscalculating regarding US and allied intelligence assets in the Indo-Pacific, what’s next as Poland and Slovenia agree to supply Ukraine with 16 MiG-29 fighters including possible escalation with Russia, what to expect from Xi Jinping’s upcoming visit to Moscow as reports surface that Beijing is supplying Russia with assault rifles and body armor, whether the AUKUS deal will deliver capability in time to deter China, new leadership in Beijing as Seoul and Tokyo warm relations and Pyongyang conducts a missile test, and fears that protests of Israeli Prime Minister Bibi Netanyahu’s controversial judicial reforms could spark a civil war.
3/17/2023 • 55 minutes, 25 seconds
Defense & Aerospace Air Power Podcast [Mar 15, 23] Ep9: Reaper Down!
On this week's Air Power Podcast, sponsored by GE Aerospace, Mitchell Institute UAV expert Dr. Caitlin Lee joins us to dissect Russia's attack on an unarmed U.S. reconnaissance aircraft over the Black Sea. Lt. Gen. David Nahom details the challenges of guarding the United States, High North, the Arctic, and much of the Pacific from Alaska Command, as well as the balloon incident. And we present the week’s headlines in airpower, including the FY24 budget drop. Our coverage of the Air and Space Force’s Association’s annual Aerospace Warfare Symposium was sponsored by GE Aerospace, Leonardo DRS and Helicon Chemical.
3/16/2023 • 46 minutes, 24 seconds
Cyber Report [Mar 15, 23] CSIS' Jim Lewis Reviews Cyber Headlines
On this week’s Cyber Report, sponsored by Fortress Information Security, Dr. Jim Lewis, the director of the Strategic Technologies Program at the Center for Strategic and International Studies, discusses resources for the Biden administration’s National Cyber Strategy, analyzes the strategy, lessons from Russia’s war on Ukraine as the conflict spans into its second year, the cyber threat from Moscow, and the national security implications of new commercial AI products like ChatGPT with Defense & Aerospace Report Editor Vago Muradian.
3/15/2023 • 23 minutes, 37 seconds
Defense & Aerospace Daily Podcast [Mar 14, 23] Breaking Down the FY'24 Budget Submission
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, the Defense & Aerospace Team, Chris Cavas, Chris Servello, Lara Winter and JJ Gertler, dissect and analyze DoD's FY 2024 budget submission with host Vago Muradian.
3/14/2023 • 35 minutes, 55 seconds
Defense & Aerospace Daily Podcast [Mar 13, 23] Byron Callan & DIU Austin's Lt. Col Alex Goldberg
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses key takeaways from the Biden administration’s $842 billion defense budget request and looks at the week ahead, and Lt. Col. Alex “Stoiky” Goldberg, ANG, who is the director of the Defense Innovation Unit in Austin discusses implications of the collapse of Silicon Valley Bank on which so many innovative firms depend, rapidly harnessing innovation to more rapidly field capabilities needed in Ukraine or better deter China, creatively replenishing weapons stocks and why Austin’s innovation ecosystem is unique with Defense & Aerospace Report Editor Vago Muradian from SXSW in Austin, Texas.
3/13/2023 • 39 minutes, 4 seconds
Defense & Aerospace Report Podcast [Mar 12, ’23 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Merrill Lynch, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the Aerodynamic advisory consultancy joint Defense & Aerospace Report Editor Vago Muradian to review the week on world markets and the impact of the collapse of Silicon Valley Bank on the defense innovation ecosystem and whether the shock will prompt the Federal Reserve to forgo additional interest rate hikes to control inflation, the US government’s decision not to bail the bank out, the new Anglo-French accord and earnings of leading firms like Dassault Aviation as well as Leonardo and Thales, Embraer earnings and GE’s investor day, plans by Saudi Arabia’s new carrier to acquire 100 wide-body jetliners, the industrial and national security implications of the AUKUS deal to be announced tomorrow to furnish Canberra with nuclear-powered attack submarines, analysis of the Biden administration’s $842 billion defense budget request including US Air Force plans to develop an all-new aerial tanker able to operate in contested airspace and the cost-plus nature of Boeing’s contract for new E-7 radar planes, the Navy’s decision to gap amphibious ship purchases, and expectations that Congress will dramatically increase spending.
3/12/2023 • 49 minutes, 45 seconds
Defense & Aerospace Podcast [Washington Roundtable Mar 10, ’23]
On this week’s Washington Roundtable, Dr. Patrick Cronin of the Hudson institute, Michael Herson of American Defense International, former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies, and CavasShips co-host Chris Servello join Defense & Aerospace Report Editor Vago Muradian to discuss the outlook for a deal to raise America’s borrowing limit, update on Russia’s war on Ukraine and the prospects for deliveries of new capabilities including combat aircraft as two Ukrainian pilots undergo assessment on F-16 simulators, whether Turkey or Hungary will allow Sweden to join NATO, the implications of Moscow’s transfer of highly enriched uranium to Beijing, Xi Jinping’s new muscular anti-American rhetoric, analysis of the AUKUS deal to be announced Monday by President Biden, UK Prime Minister Rishi Sunak and Australian Prime Minister Anthony Albanese that would equip Australia first with US-made attack subs until a suitable UK design is developed and enters production, first impressions of the Biden administration’s $842 billion defense spending request that falls short of expectations, and Beijing’s role in brokering a Saudi-Iranian on diplomatic recognition and its implications on the rising strife between Israel and Palestinians.
3/10/2023 • 58 minutes, 19 seconds
Defense & Aerospace Air Power Podcast [Mar 09, 23] Ep8: Convos w/ AF Leadership from AWS
It's a mile-high show this week on the Defense & Aerospace Report Air Power podcast, sponsored by GE Aerospace. Air Force Chief of Staff General CQ Brown and Vago Muradian discuss the challenges of changing service culture; Seventh Air Force commander Lt Gen Scott "Rolls" Pleus briefs Vago on the evolving North Korean threat; and we review the highlights of this year's Aerospace Warfare Symposium with Byron Callan of Capital Alpha Partners. All the conversations you wish you'd had if you'd been there. Leonardo DRS and Helicon Chemical sponsored our Symposium coverage along with GE.
3/10/2023 • 53 minutes, 57 seconds
Cyber Report [Mar 08, 23] National Cyber Strategy & How to Incentivize Security Investment
On this week’s Cyber Report, sponsored by Fortress Information Security, JC Vega, a retired US Army colonel who confounded the Army Cyber Institute, discusses the Biden administration’s National Cyber Strategy, investing for success, how to improve public l-private partnerships, accelerating government change through smarter incentives, harnessing technology to simplify security and ease personnel demands, and creating national cyber-mindedness with Defense & Aerospace Report Editor Vago Muradian.
3/8/2023 • 28 minutes, 28 seconds
DefAero Daily Pod [Mar 07, 23] Maj. Gen. Ed Thomas on Today's Recruiting Challenges & Opportunities
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Maj. Gen. Ed Thomas, USAF, the commander of the US Air Force Recruiting Command, discusses what makes America’s newest generation tick, the challenges in attracting them to military service in a society where fewer Americans service in uniform and how that all impacts recruiting, the difficulties of retaining talent whether on the active-duty force or transitioning them to Reserve or Air National Guard units, how a new generation is helping change the force, and how the military services are cooperating closely despite competing intensely for talent with Defense & Aerospace Report Editor Vago Muradian.
3/7/2023 • 37 minutes, 13 seconds
Defense & Aerospace Daily Podcast [Mar 06, 23] Sam Bendett & A Look at the Week Ahead
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses discusses Russia’s incremental advances on Bakhmut, the largest tank on tank engagement in Europe since the Battle of Kursk and why Russia was routed by Ukrainian forces, what Defense Minister Sergei Shoigu’s visit to the front, claims by Wagner Group’s Yevgeny Prigozhin that his force isn’t able to advance because it can’t get enough ammunition, Belarus ramps up drone production to help Moscow as it gets harder to buy DJI commercial quad copters in Russia; and our producer Chris Servello discusses the messaging challenges facing the Biden administration as it prepares to submit it’s defense budget request — expected at about $850 billion — to Congress March 13, the potential perils of a defense budget nearing a trillion dollars as American question the state of the nation’s infrastructure and debt, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
3/6/2023 • 27 minutes, 3 seconds
Defense & Aerospace Report Podcast [Mar 05, ’23 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Merrill Lynch, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the Aerodynamic advisory consultancy joint Defense & Aerospace Report Editor Vago Muradian to review the week on world markets and the performance of aerospace and defense equities, impact of new US aluminum tariffs on Russia and whether existing sanctions on titanium are effective, China’s new 5 percent growth target and commercial air travel, expectations from US defense budget submission on March 9 and Sunak government’s budget release on March 15, whether Europe can surge to produce the 250,000 artillery rounds a month Ukraine says it needs to fight Russia, how Washington would react to Saudi Arabia joining the UK-led Tempest combat aircraft program that includes Italy, Japan and Sweden or the UAE becoming the next partner in the French-German-Spanish SCAF future fighter effort, and the importance of the new US Air Force cost-plus contract with Boeing for E-7 radar planes to replace the venerable E-3 Sentry Airborne Warning and Control System aircraft.
3/5/2023 • 51 minutes, 7 seconds
Defense & Aerospace Podcast [Washington Roundtable Mar 03, ’23]
On this week’s Washington Roundtable, sponsored by Bell, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, Jim Townsend of the Center for a New American Security, and Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago to discuss the week in Washington and around the world including stalled debt talks, how the Pentagon’s new abortion policy could impact defense spending, whether congressional and allied support for Ukraine is wavering as Washington imposes new sanctions and Russia suffers battlefield setbacks, how the House Select Committee on China could change the US and global consensus on how to approach Beijing, White House’s decision on F-16s for Taiwan and new Conventional Arms Transfer Policy, and update on concern that Iran could field a nuclear weapon in weeks rather than months, and worsening crisis between Israelis and Palestinians.
3/3/2023 • 51 minutes, 1 second
Defense & Aerospace Air Power Podcast [Mar 02, 23] Ep7: You Can’t Have Airpower Without Airplanes
This week's Air Power Podcast, sponsored by GE Aerospace, examines the United States’ ability to surge aircraft production in the wake of Boeing’s announcement that the F-18 production line is ending, with industrial base expert Dr. Jerry McGinn and aviation guru Richard Aboulafia. And a preview of next week’s Air and Space Forces Association warfare symposium, with Maj.Gen. Doug Raaberg.
3/2/2023 • 41 minutes, 8 seconds
[Mar 01, 23] Mark Montgomery on Cyber Strategy, Budget Submission & China Select Committee
On this week’s Cyber Report, sponsored by Fortress Information Security, Mark Montgomery, a retired US Navy rear admiral who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies and the executive director of the Cyber Solarium 2.0 project, discusses the Biden administration’s upcoming National Cyber Strategy, how to better secure the cloud, cyber elements of the Biden administration’s March 8 budget request, cyber lessons from Russia and whether deterrence and defending forward are working, CISA Director Jen Easterly’s warning that China would mount cyber attacks against the United States in the wake of a Taiwan crisis, and our producer Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member) joins to discuss takeaways from the inaugural prime-time hearing of the House Select Committee on China with Defense & Aerospace Report Editor Vago Muradian.
3/1/2023 • 35 minutes, 27 seconds
Daily Podcast [Feb 28, 23] Metrea's Todd Harrison on the FY '24 Budget & Innovation Theater
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Todd Harrison, who leads Metrea Strategic Insights -- the think tank within the innovative defense and aerospace company -- who remains affiliated with the Center for Strategic and International Studies, discusses expectations as the Biden administration prepares to submit its 2024 budget request to Congress, how much will be requested as well as spending priorities, the impact of debt ceiling deliberations and ways to avoid a devastating default, the prospect for a full-year continuing resolution, and the perils of innovation theater with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses discusses Russia’s war on Ukraine on the conflict’s first anniversary, the prospect that the Wagner Group will have competition, new generation of US drones heading to Ukraine, and lessons Moscow has learned from the war; and Bryon Callan of the independent Washington research firm Capital Alpha Partners on inflation, war lessons and budget expectations, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
2/27/2023 • 30 minutes, 6 seconds
Defense & Aerospace Report Podcast [Feb 26, ’23 Business Report]
On this week’s Business Roundtable, sponsored by Bell, Dr. Ron Epstein of Bank of America Merrill Lynch, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic Advisory consultancy join Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets; BAE, Hensoldt and Rolls-Royce earnings; Boeing halts deliveries of 787 jetliners and decided to end production of F/A-18 Super Hornet fighters in late 2025; lessons from Russia’s war on Ukraine as the conflict enters its second year; the implications of a world separated into those aligned with the West, support Russia and China, or don’t care; keeping Beijing from openly sending arms to Russia; new opportunities for innovative firms willing to invest new capabilities and deliver them at scale; and a look at McKinsey’s e-regional aircraft summit and more.
2/26/2023 • 53 minutes, 41 seconds
Defense & Aerospace Podcast [Washington Roundtable Feb 24, ’23]
On this week’s Washington Roundtable, sponsored by Bell, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International, Jim Townsend of the Center for a New American Security, and Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago to discuss the week in Washington and around the world including the US debt limit and defense spending, President Biden’s vow to help Kyiv win the war and what that means as Russia’s war on Ukraine enters its second year, the right way to respond to China if Beijing starts supplying arms to Moscow, American lawmakers visit Taipei, North Korea’s missile tests and pushback on Israel’s judicial reforms and implications of increasingly deadly strikes against Palestinians.
2/24/2023 • 50 minutes, 19 seconds
Air Power Podcast [Feb 23, 23] Ep6: Convo w/ CNAS' Stacie Pettyjohn and Becca Wasser
On this week’s episode of the Defense & Aerospace Report Air Power podcast, sponsored by GE Aerospace, co-hosts Vago Muradian and JJ Gertler review the air war in Ukraine one year into the conflict with airpower and Defense observers Dr. Stacie Pettyjohn and Becca Wasser of the Center for a New American Security. And a bombshell announcement in this week’s airpower news.
2/23/2023 • 41 minutes, 2 seconds
Cyber Report [Feb 22, 23] ARC's Mike Canty on AI-Powered Predictive Analytics
On this week’s Cyber Report, sponsored by Fortress Information Security, Mike Canty, CEO of ARC — Armaments Research Company — an innovative artificial intelligence company he co-founded in 2016, discusses how the application of AI that helps soldiers track ammunition use and weapon health can change how the force fights and shape the service’s joint, all-domain command and control future with Defense & Aerospace Report Editor Vago Muradian.
2/22/2023 • 22 minutes, 19 seconds
DEFAERO Strategy Series [Feb 21, ’23] w/ CNAS' Richard Fontaine
On this latest episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Richard Fontaine, the president and CEO of the Center for a New American Security, discusses key takeaways from the Munich Security Conference, whether allies are committed to Ukraine’s victory or enough support for a negotiated settlement, how a Russian victory in Ukraine could encourage China to miscalculate over Taiwan, analyzing the alliance’s incremental approach to furnishing Ukraine with steadily more capable weapons, the message President Biden’s unprecedented trip to Kyiv sends to friends and enemies alike, the right long-term strategy toward Russia, Vladimir Putin’s decision to suspend the New START treaty, whether the United States is sharpening its nuclear-mindedness as quickly as necessary given Russia, Chinese and North Korean atomic weapons programs, lessons from the Ukraine war that can better deter China in Asia. how Washington should respond if Beijing begins to overtly supply Moscow with weapons, deterring an united China and Russia, what a sound US long-term strategy toward China looks like, balancing a foreign policy with human rights at its core with the necessity for realpolitik, former President Carter’s legacy, adjusting US security policy and capabilities as new technologies disrupt societies and warfighting alike, examples good and bad strategy, and more with Defense & Aerospace Report Editor Vago Muradian.
2/22/2023 • 48 minutes, 49 seconds
Defense & Aerospace Report Podcast [Feb 20, ’23 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Mixed week on Wall Street as investors worry inflation isn’t cooling fast enough and the economy might face a harder landing than hoped
— Ukraine’s allies worldwide vow to send more equipment so the country can beat back Russia’s assault as Moscow steps up its attacks and President Biden shows his solidarity with a surprise visit to the Ukrainian capital
— All eyes are now on whether the United States and other powers will equip Ukraine with modern combat aircraft
— The defense budget outlook as America’s debt limit looms and lawmakers vow to boos spending to better deter China in the wake of Beijing’s brazen spy balloon flight that appears to have triggered tectonic change
— The Pentagon’s rising hypersonic investment, Bell’s new helicopter contracts, and Iran takes delivery of new fighter aircraft
— Airbus and Safran report results as Saab holds its Capital Markets Day
2/20/2023 • 55 minutes, 31 seconds
Defense & Aerospace Podcast [Washington Roundtable Feb 17, ’23]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member) and Dr. Kathleen McInnis who leads the Smart Women, Smart Power Initiative at the Center for Strategic and International Studies.
Topics:
— US debt debate as the Treasury Department warns Washington will default on financial obligations in July as the Congressional Budget Office finds America is on track to borrow another $19 trillion over the coming decade
— The impact of China’s spy balloon over America on the outlook for spending as the Biden administration prepares to submit its budget request to Congress early next month that is expected to be higher than the amount requested last year
— US-China relationship in wake of balloon flight and Beijing’s threats as well as escalation of rhetoric while failing to answer calls from Washington
— The reality that Vladimir Putin remains a threat irrespective of the outcome of the Ukraine War
— What’s next in the conflict as the first anniversary of Moscow’s illegal attack on Ukraine approaches and Russia plans a new offensive that would also come from Belarus
— Key themes of this weekend’s Munich Security Policy Conference days after NATO leaders met to supply Kyiv with more aid
— Messages that China will be delivering in Munich as Beijing seeks to portray Western response to Russian aggression as the threat rather than Moscow’s invasion of a sovereign Ukraine
— Equipment Ukraine needs to blunt the coming offensive and the Volodymyr Zelenskyy’s urgent message that speed with which aid is delivered is critical
— Whether Washington has the ability, people, budget and mindset to simultaneously deter Russia and China
— Roundup of Asia newsflow including the decision by key White House China hand Laura Rosenberger to step down, South Africa’s coming 10-day naval exercises with Russia and China
— US-Philippine relations take another step forward
— Israel’s constitutional crisis and Iran’s future as opposition to the Islamic Republic’s leadership grows but moves underground
— Outlook for Iran’s relationship with China as Beijing also warms ties with Saudi Arabia
2/17/2023 • 51 minutes, 41 seconds
Defense & Aerospace Air Power Podcast [Feb 16, 23] Ep5: Convo w/ Mark Lewis
On this week’s episode of the Defense & Aerospace Report Air Power podcast, sponsored by GE Aerospace, co-hosts JJ Gertler and Vago Muradian go to school with experts on radar, balloons, and missiles — all in the person of renowned technologist and former Air Force chief scientist Dr. Mark Lewis. It’s a lively discussion that gets into the technical world with humor and clarity. And we go behind the headlines in this week’s airpower news.
2/17/2023 • 38 minutes, 5 seconds
Cyber Report [Feb 15, 23] Stratas Corp President Scott Sloan & An Update from WEST '23
On this week’s Cyber Report, sponsored by Fortress Information Security, Scott Sloan, the president of Stratas Corp. — an innovative IT, logistics, cyber security, network operations and engineering services firm — discusses the challenges of growing fast as a DoD contractor, grading Pentagon efforts to foster innovation and harness it at speed, access to talent and capital, and keys to success; and Chris Servello, our producer and co-host of the Cavas Ships podcast with an update from the annual AFCEA-USNI West Conference in San Diego with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sabra Horne, an NSA and CISA veteran who is now the entrepreneur in residence at the BMNT consultancy, discusses efforts to accelerate US government and Pentagon innovation efforts are bearing fruit, where progress is being made, why real innovation is more than just technology but culture change and personnel practices, how to speed the process, the role of the Office of Personnel Management in crafting a talent management system that rewards prudent risk taking, and luring new talent to government service at a time when working for private industry is increasingly more lucrative with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses discusses statement by Wagner Group chief and Kremlin insider Yevgeny Prigozhin that Russia’s war on Ukraine could span another two years for Moscow to achieve objectives like seizing territory to the Dnieper River, Russia transforms to a wartime economy in wake of weapons demands and international sanctions, Wagner Group decides against sending more prisoners to the front, the implications of the Russian unmanned surface vessel’s attack on a bridge in Odesa, and the assassination of a key Russian unmanned systems designer in Luhansk; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the four unidentified air vehicles downed over US and Canadian airspace over the past week and what it could mean for the defense spending as the Biden administration prepares its 2024 budget request, an update on prospects for budget, debt ceiling as well as continuing resolution, takeaways from last week’s House industrial base hearing, taxing share buybacks, defense sector margin trends and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
2/13/2023 • 31 minutes, 29 seconds
Defense & Aerospace Report Podcast [Feb 12, ’23 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Week on world markets as Federal Reserve Chair Jerome Powell suggests a less hawkish stance on future interest rate hikes
— Look at Bombardier, HII, Saab, Spirit AeroSystems, and Transdigm Group earnings as Europe looks to results from Airbus, Safran and others
— Mitsubishi cancels the SpaceJet program and what the move says about the regional aircraft market
— Washington approves $10 billion arms package for Poland and impact of Norway’s decision to opt for 54 new Leopard over Korea’s K2 tanks
— Outlook for NATO approval of Western combat aircraft for Ukraine as Volodymyr Zelenskyy takes his case for fighters to UK Parliament and allies
— Roundup of President Biden’s State of the Union address and market expectations of the administration’s upcoming defense budget request
— Analysis of the downing of two additional craft over US and Canadian airspace in the wake of the shoot down of a Chinese spy balloon last week
— Takeaways from the Pacific Northwest Aerospace Alliance conference last week in Seattle
— Update on Air India’s order for some 500 Airbus and Boeing jetliners
2/12/2023 • 49 minutes, 56 seconds
Defense & Aerospace Podcast [Washington Roundtable Feb 10, ’23]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member) and Michael Herson of American Defense International.
Topics:
— Update on raising the nation’s borrowing limit as talks stall
— Analysis of President Biden’s State of the Union address and the flight of a Chinese spy balloon across the United States before it was shot down
— What the balloon episode tells us about what to expect from the administration about defense spending and the future of the relationship between the United States and China
— Roundup of Asia headlines including reaction to Shinzo Abe’s posthumous autobiography
— Volodymyr Zelenskyy’s powerful address to Britain’s Parliament and his call for combat aircraft and more weapons as Russia ramps up its offensive
— Turkey’s response to the devastating earthquake that’s killed more than 20,000 and left millions homeless
— The exodus of capital from Israel and Bibi Netanyahu seeks to upend the country’s legal system
2/10/2023 • 52 minutes, 22 seconds
Defense & Aerospace Air Power Podcast [Feb 09, 23] Ep4: Convo w/ Mitchell’s Heather Penney
On this week’s episode of the Defense & Aerospace Report Air Power podcast, sponsored by GE Aerospace, co-hosts JJ Gertler and Vago Muradian analyze the news of the week and interview an expert on both remotely piloted aircraft like balloons and how to bring them down, airpower analyst and former F-16 pilot Heather Penney of the Mitchell Institute for Aerospace Power Studies. She discusses the lessons learned from the recent Chinese balloon incursion over the United States; challenges in bringing down such an aircraft; the intelligence benefits of studying it both in flight and on the ground; the seams in turning target detection to action, the need for more airpower in Ukraine, and more.
2/10/2023 • 35 minutes, 40 seconds
Cyber Report [Feb 08, 23] Air Travel System's Cyber Vulnerabilities w/ Fortinet's Jim Richberg
On this week’s Cyber Report, sponsored by Fortress Information Security, Jim Richberg, the former national intelligence manager for cyber who is now with cyber security firm Fortinet, discusses the cyber vulnerabilities of the nation’s air travel system in which government, industry and the public all interact, how to improve security as the internet of things rapidly expands and more with Defense & Aerospace Report Editor Vago Muradian.
2/8/2023 • 22 minutes, 56 seconds
DEFAERO Strategy Series [Feb 07, ’23] w/ Peter Van Praagh
On this latest episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Peter Van Praagh, the president of HFX, an organization that promotes democracy worldwide and annually convenes the signature Halifax International Security Forum in Halifax, Nova Scotia, discuss the importance of putting democracy and human rights at the center of national security, the right approach to balancing principles and realpolitik in dealing with unsavory regimes, why the world must help Ukraine beat Russia ad reclaim all its territory from Russian occupation, a long-term approach to changing Russia, a global approach to deterring an authoritarian and increasingly assertive China, assessing the health of democracies and countering authoritarian sentiments worldwide, and more with Defense & Aerospace Report Editor Vago Muradian.
2/7/2023 • 45 minutes, 7 seconds
Defense & Aerospace Daily Podcast [Feb 06, 23] Dr David Asher, Sam Bendett & Byron Callan
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr David Asher, a senior fellow at the Hudson Institute think tank and one of the world’s leading experts on sanctions, discusses the efficacy of the unprecedented sanctions imposed on Russia in the wake of its invasion of Ukraine and how lessons from the harsh sanctions on Tehran can help ratchet up pressure on Moscow; Sam Bendett of the Center for Naval Analyses discusses the latest on the Russo-Ukrainian war, the Marker UGV’s debut, that Vladimir Putin remains in charge; and whether Russia’s expected offensive has already started; and Byron Callan of the independent Washington research firms Capital Alpha Partners on earnings takeaways and share buybacks, Mercury Systems’ future, the implications of China’s spy balloon overflight and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
2/6/2023 • 38 minutes, 27 seconds
Defense & Aerospace Report Podcast [Feb 05, ’23 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— US aerospace and defense stock performance as America posts stunning jobs figures and Federal Reserve makes .25 percent short term borrowing rate rise
— European performance by the group as Bank of England raises interest rates to fight inflation without sparking recession
— Impact of Chinese reconnaissance balloon flight across America and eventual shoot down as Beijing tries to warm relations itself has frosted with Washington and its allies
— Implications of Advent acquisition of Mercury Systems as the innovative US chip maker considers putting itself on the market and the private equity firm expresses interest in making a deal
— Boeing to open new 737 production line at the company’s giant plant in Everett, Wash.
— Update on supply chains and their impact on Airbus and Boeing production
— Legacy of Boeing 747 jetliner as the last of 1,574 of the iconic aircraft that revolutionized air travel was delivered to Atlas Air
— Update on the squabble between Qatar Airways and Airbus
— France and Italy order 700 Aster anti air missiles as part of broader European drive to improve capabilities
— What’s next as Russia steps up assault on Ukraine before Kyiv takes delivery of donated infantry fighting vehicles and tanks
2/5/2023 • 46 minutes, 4 seconds
Defense & Aerospace Podcast [Washington Roundtable Feb 03, ’23]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Prospects for a debt ceiling deal as President Biden and House Speaker Kevin McCarthy meet
— Impact of debt deliberations on defense spending outlook
— New committee assignments and what they mean
— What Beijing is messaging by sending reconnaissance balloons over the United States as White House calls off Secretary of State Antony Blinken’s visit to Beijing in the wake of Chinese surveillance balloon flight over United States
— The case for bringing down the balloon to study determine its capabilities and signal that violations of American airspace won’t be tolerated
— What’s next as Russia speeds up offensive before Ukraine gets new armored vehicles and tanks
— Whether NATO nations will supply Ukraine with combat aircraft as Biden rejects F-16 fighters as allies like France and other Viper operators express openness to transferring jets to Kyiv
— Growing US perception that Britain’s military capabilities are eroding with economic prosperity
— Agreements in the wake of Defense Secretary Lloyd Austin’s visits to Seoul and Manila, including landmark deal to return US forces to Philippines
— US-India emerging tech initiative
— Rift between American Jews and Israel’s Netanyahu government as Blinken visits Israel and Palestinian Authority
— Israel’s drone attack on Iranian weapons sites
2/3/2023 • 48 minutes, 46 seconds
Defense & Aerospace Air Power Podcast [Feb 02, 23] Ep3: Convo w/ Mitchell's “Gus” Guastella
On this week’s program, sponsored by GE Aerospace, Vago Muradian and J.J. Gertler talk with retired lieutenant general Joseph “Gus” Guastella, senior fellow at the Mitchell Institute for Aerospace Studies. A former AFCENT commander and Air Force Director of Operations, Lt Gen Guastella has thoughtful views on Ukraine, warfighting culture, integrating appropriate technology into the battlefield, capability versus capacity, and many more subjects.
2/3/2023 • 36 minutes, 24 seconds
Cyber Report [Feb 01, 23] TikTok Ban, Too Little Too Late or The Right First Step
On this week’s Cyber Report, sponsored by Fortress Information Security, John Cofrancesco, the founder of AAIC, an innovative company that uses AI to monitor cyber networks, discusses the threat posed by TikTok, how to mitigate the threat from such invasive apps, the looming threat from Russia as allied nations increase assistance to Ukraine, what to expect from the Biden administration’s upcoming National Cyber Strategy and more with Defense & Aerospace Report Editor Vago Muradian.
2/1/2023 • 25 minutes, 15 seconds
Defense & Aerospace Daily Podcast [Jan 31, 23] Command & Control Series Pt3 w/ Gen Valenzia
In the third of a six-part series on command and control, sponsored Ultra Intelligence & Communications, Brig. Gen. Jeff “Spaniard” Valenzia, the Advanced Battle Management System Cross Functional Team Lead at Air Force headquarters, discusses the DoD’s new JADC2 approach, doing the hard work to craft the right architecture for joint command and control, focusing more on changing how people think about connectivity than merely relying on technology to interconnect forces, learning clear lessons from the past, and more with Defense & Aerospace Report Editor Vago Muradian.
1/31/2023 • 38 minutes, 10 seconds
Daily Podcast [Jan 30, 23] Minihan Memo, Sam Bendett, Looking Up at Space & Byron Callan
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Chris Servello, our producer who is a retired Navy public affairs officer and co-founder of the Provision Advisors PR firm, discusses lessons in the wake of the controversy caused by a draft email by Gen. Mike Minihan, the commander of the Air Mobility Command, urging his force to improve its warfighting focus, Sam Bendett of the Center for Naval Analyses discusses the latest on Russia’s war on Ukraine including new Marker UGV as well as Israel’s drone attacks on Iran; Byron Callan of the independent Washington research firm firm Capital Alpha Partners with a look at the week ahead; and Laura Winter, the host of The Downlink, our space podcast, discusses the global great power game on ground stations with Defense & Aerospace Report Editor Vago Muradian.
1/30/2023 • 34 minutes, 27 seconds
Defense & Aerospace Report Podcast [Jan 29, ’23 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Aerospace and defense stock performance as US posts strong jobs growth and Britain prepares interest rate hike
— Preview of Airbus earnings to be released Feb. 16
— Update of commercial aerospace market trends
— Boeing, CACI, Crane, General Dynamics, Hexcel, L3Harris, Lockheed Martin, Northrop Grumman, Raytheon Technologies, Teledyne and Textron report earnings
— C-suite defense budget outlook as concerns in Washington mount over debt and Biden administration prepares spending request that includes $30 billion increase
— Analysis of Boeing’s delivery figures and drive to hire 10,000 new workers, Northrop’s disclosure of B-21 Raider bomber delays, and Raytheon’s reorganization
— Challenge Boeing will face recruiting, retaining and training talent and future of giant Everett facility as 747 production ends as last jet delivered on Jan. 31
— Whether combat aviation will be exported next now that Washington, London and Berlin have approved tank exports to Ukraine
1/29/2023 • 47 minutes, 6 seconds
Defense & Aerospace Podcast [Washington Roundtable Jan 27, ’23]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Deliberations to avoid a US debt default as worries mount over full-year continuing resolution and prospect of defense cuts
— New committee leadership assignments and members, as well as move by House Speaker Kevin McCarthy to oust three prominent Democrats from panels
— Washington approves M1 tanks for Ukraine, clearing the way for Germany to export Leopards
— Concern that Russia might capture US M1s prompts Army to seek new build tanks without top secret armor protection rather than pull existing vehicles from inventory
— What the public wrangling over weapons for Ukraine signals, and whether the alliance is still moving too slowly to equip Kyiv as Moscow prepares another offensive
— Implications of White House move to designate Russia’s Wagner mercenary group as transnational terror organization
— Turkey vows to block Sweden from joining NATO after man burns copy of Koran in from of Turkey’s embassy in Stockholm, complicating Sweden and Finland’s accession as Budapest signals reluctance to support the alliance’s expansion
— What it will take to win over Ankara and Budapest
— NATO Secretary General visits South Korea and Japan as US Defense Secretary Lloyd Austin prepares to visit Seoul and Manila
— Update on AUKUS effort to equip Australia with nuclear powered submarines as AUKMIN convenes
— Palestinians stage mass demonstrations in wake of Israeli raid on suspected militants that killed nine
1/27/2023 • 44 minutes, 2 seconds
Defense & Aerospace Air Power Podcast [Jan 26, 23] Ep2: Convo w/ Secretary Frank Kendall
On this week’s episode of the Defense & Aerospace Report Air Power podcast, sponsored by GE Aerospace, co-hosts JJ Gertler and Vago Muradian analyze the news of the week and interview their first guest, Air Force Secretary Frank Kendall who discusses the implications of a full-year continuing resolution and budget cuts — warning they would only help China as the service embarks on a generational modernization effort — lessons from Russia’s war on Ukraine, making the case for the importance of air power, the need to bolster the munitions industrial base for current programs like JASSM ER and LRASM as well as future hypersonic weapons, re-invigorating the Air Force’s high intensity warfighting culture, and more.
1/26/2023 • 37 minutes, 48 seconds
Cyber Report [Jan 25, 23] AI, Data, Cyber Workforce, Advertising and More w/ Dr Jim Lewis
On this week’s Cyber Report, sponsored by Fortress Information Security, Dr. Jim Lewis, the director of the Strategic Technologies Program at the Center for Strategic and International Studies, discusses the right approach to unlocking the benefits of artificial intelligence without stifling innovation, a look ahead to the Biden administration’s upcoming cyber strategy, the cyber jobs market as tech firms shed workforce, and how the government’s antitrust suit against Google could change the future of online ads with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Former Reps. Tony Coelho, D-Calif., and Martin Frost, D-Texas, of the Council for a Secure America, discuss the energy lessons from Russia’s war on Ukraine, the importance of energy independence and bridging to a sustainable energy future; and Bryan Clark of the Hudson Institute on the think tank’s new report be helped co-author — “Rocket’s Red Glare: Modernizing America’s Energetics Enterprise” — with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses and a fellow at the Center fora New American Security on the latest on Russia’s war on Ukraine including insights into the campaign to retake Soledar and Klishchiivka, Vladimir Putin tamps down on critics, implications of leadership changes and more; and Byron Callan of the independent Washington research firm Capital Alpha Partners on how the debt ceiling debate will be resolved, geopolitical risks to pay attention to, the need to bolster war production and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
1/24/2023 • 36 minutes, 29 seconds
Defense & Aerospace Report Podcast [Jan 22, ’23 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Aerospace and defense stock performance as Wall Street posts its best Friday close in two weeks and markets hopes grow that next Federal Reserve rate increases will be small
— Update on global air travel at the start of the Lunar New Year and China outlook as covid continues its deadly sweep across the nation
— NASA’s partnership with Boeing to explore transonic truss-braced wing demonstrator to explore future airliner technologies
— Whether the NASA program validates Boeing CEO Dave Calhoun’s reluctance to develop a new middle market jetliner to remain competitive with Airbus
— Analysis of the logic behind major firms cutting independent research and development funding in favor of venture capital partnerships
— What Germany’s reluctance to either export Leopard tanks to Ukraine nor allow allies to transfer their vehicles to Kyiv signals about Berlin’s reliability as an weapons development partner
— Rosy future for Boeing F-15EX fighter as Israel joins US Air Force in ordering the revised version of the venerable Eagle
— Look ahead to earnings as leading US firms prepare to report starting next week
1/22/2023 • 45 minutes, 46 seconds
Defense & Aerospace Podcast [Washington Roundtable Jan 20, ’23]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Global implications of a US debt default as Treasury Secretary Janet Yellin warns that only “extraordinary measures” will allow the government to remain solvent unless Congress raises the nation’s borrowing limit
— Political dynamics on the Hill as House members demand spending cuts across government and the White House refuses to negotiate
— Moves the Pentagon can make to stretch out its budget
— How US allies and partners view the debt spectacle and lessons on how the 2011 Budget Control Act just national security
— Washington assures Ukraine of continuing support as allies meet in Germany to supply Kyiv with more heavy weapons
— What’s driving Washington’s shift on backing Ukraine’s effort to retake Crimea
— How Israel and South Korea as responding to US move to draw down arms from stockpiles in both nations to help Ukraine
— Biden administration’s seeks 40 F-16s fighters for Turkey in exchange for Ankara’s support for Sweden and Finland’s NATO membership
— China’s global charm offensive as Australia moves to restore trade ties
— Whether Xi Jinping is actually pressuring Vladimir Putin on the Russian leader’s war on Ukraine or merely part of a PR posturing effort
— Future of Israel’s democracy as Prime Minister Bibi Netanyahu and his support clash with the country’s Supreme Court
1/20/2023 • 51 minutes, 23 seconds
DEFAERO Strategy Series [Jan 19, ’23] w/ Dr. Jack Watling
On this latest episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Dr. Jack Watling, the senior research fellow for land Warfare at the Royal United Services Institute, discusses the lessons of Russia’s war on Ukraine with Defense & Aerospace Report Editor Vago Muradian.
1/19/2023 • 55 minutes, 21 seconds
Cyber Report [Jan 18, 23] Ransomware Attack on Royal Mail, Tik Tok & Focus Areas for '23
On this week’s Cyber Report, sponsored by Fortress Information Security, Justin Sherman, the founder of Global Cyber Strategies as well as an Atlantic Council fellow and Wired magazine contributor, discusses LockBit’s ransomware attack on Britain’s Royal Mail, and the best approach to countering the potential negative implications of apps like TikTok, whether banning them entirely or allowing a third-party to monitor software and data; and Andrea Schaumann of Fortress discusses industry focus areas for 2023 with Defense & Aerospace Report Editor Vago Muradian.
1/18/2023 • 30 minutes, 42 seconds
Defense & Aerospace Air Power Podcast [Jan 17, 23] Ep1: Kicking the Tires & Lighting the Fires
On this inaugural episode of the weekly Defense & Aerospace Report’s Air Power podcast, sponsored by GE Aerospace, co-hosts JJ Gertler and Vago Muradian analyze the big stories, including the plan by the US Air Force to retire its RC-26 reconnaissance aircraft fleet, lessons the Air Force can learn from the Navy in selling air power on Capitol Hill and beyond, implications of buying fewer F-35 Lighting II fighters each year but stretching the program out by a decade, the freeze on new F135 engine deliveries by maker Pratt & Whitney after an accident late last year at Lockheed Martin’s production facility in Fort Worth, and Air Force Secretary Frank Kendall interest in stealthy tanker aircraft and how such a requirement could shape the service’s air mobility fleet as leaders look to develop a new generation of transport aircraft.
1/17/2023 • 27 minutes, 10 seconds
Defense & Aerospace Report Podcast [Jan 15, ’23 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch and Richard Aboulafia of AeroDynamic Advisory.
Topics:
— Aerospace and defense stock performance on Wall Street
— Bank of America’s Savita Subramanian warning she expects corporate earnings to drop 10 percent in 2023 and what that means for the defense and aerospace group
— Treasury Secretary Janet Yellin’s warning that America will hit its borrowing limit on Thursday
— Impact of China’s new charm offensive on the outlook for globalization as Beijing looks to reverse setbacks from covid and the global political, economic and diplomatic backlash from its own aggressiveness
— Analysis of Boeing’s commercial and military delivery figures
— US Air Force move to seek new radar for F-35 Lightning II as series eyes new engine to ensure the multi-mission stealth fighter remains relevant
— Maintain perceptive on the first space launch from British soil after a Virgin Orbit rocket with nine satellites aboard failed
— As Britain sends Challenger tanks to Ukraine as other allies consider following suit, what Washington is doing to bolster weapons production
1/15/2023 • 44 minutes, 14 seconds
Defense & Aerospace Podcast [Washington Roundtable Jan 13, ’23]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Potential defense budget impact of House Speaker Kevin McCarthy’s promises to win the gavel as well as new committees and cardinal assignments
— Whether Senate will follow House on everything from defunding the IRS to Pentagon spending
— How the revelation of that classified documents were found at President Biden’s former post-vice presidential office as well as his Delaware home will impact congressional political dynamics
— After Washington, Paris and Berlin agree to equip Ukraine with armored fighting vehicles, Washington and London consider sending tanks to bolster Kyiv’s capabilities
— Claim by Russia’s Wagner mercenary group to have taken the tiny Ukrainian town of Soledar, a claim Ukraine rejects
— Vladimir Putin fires Gen. Sergey Surovikin, replacing him with Gen. Valery Gerasimov, chief of Russia’s general staff
— How the most muscular US and Allied approach in supporting Kyiv is being received in Beijing
— Issues that are consuming Chinese leadership bandwidth aside from coping with a devastating covid infection and death rates
— Japan’s accelerating drive to improve its defense and deterrent capabilities, including building its own capabilities and working more closely with partners across the Indo-Pacific
— Warning by the FBI of the role of Chinese police stations in areas with large Chinese populations whether in the United States or around the world
— Suggestion by Seoul that it would consider developing nuclear weapons
— What to expect from summit between Biden and Japanese Prime Minister Fumio Kishida
— National Security Adviser Jake Sullivan’s comments in Mexico City that Washington is not making revival of the Iran nuclear deal a priority after Tehran’s military support for Russia in its war on Ukraine
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Vice Adm. Bill Galinis, USN, the commander of the Naval Sea Systems Command, discusses inflation, supply chain, attracting as well as training and retaining talent, the need for a national approach to building better technical trade skills, lessons from Russia’s war on Ukraine, building better battle damage repair skills, increasing both public and private shipbuilding and repair capacity, incentivizing speed through better contracts, lessons from recent shipbuilding programs that will improve upcoming destroyer, cruiser, amphibious and submarine development programs; and the cohosts of the Cavas Ships podcast — our Contributing Editor Chris Cavas and our Producer Chris Servello — with a recap of the Surface Navy Association’s national symposium and tradeshow with Defense & Aerospace Report Editor Vago Muradian. We are an SNA media partner and our coverage was sponsored by HII and GE Marine, a GE Aerospace company.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Chris Kastner, the president and CEO of HII, discusses inflation pressures, supply chain, the impact of a full-year continuing resolution, recruiting as well as training and retaining top talent, working with the Navy to increase shipbuilding and maintenance capacity, how the company’s new capabilities can help shape more innovative capabilities, how better contracts can drive better program outcomes, the outlook for shipbuilding as Congress prepares to increase its role in shaping fleet size, and lessons from past programs that can help shape more successful future destroyer, cruiser and amphibious ship programs with Defense & Aerospace Report Editor Vago Muradian.
1/11/2023 • 27 minutes, 43 seconds
Cyber Report [Jan 10, 23] Mark Montgomery Discusses What to Expect in '24
On this week’s Cyber Report, sponsored by Fortress Information Security, Mark Montgomery, a retired US Navy rear admiral who is the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies and a Cyber Solarium 2.0 executive director, discusses the outlook for cyber funding as a fractious Congress reconvenes, the impact of a possible year-long continuing resolution on cyber contractors and new starts, why America’s cyber forces should be patterned after the US Special Operations Command, a look ahead to the Biden administration’s National Cyber Strategy that is to be released over the coming weeks, the legacy of Chris Inglis as he prepares to step down from his tenure as the first National Cyber Director, and issues to watch over the coming year with Defense & Aerospace Report Editor Vago Muradian.
1/10/2023 • 30 minutes, 56 seconds
Defense & Aerospace Daily Podcast [Jan 09, 23] Byron Callan on the Week and Year Ahead
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the defense spending implications in the wake of Rep. Kevin McCarthy’s, R-Calif., election as house speaker, the prospect of a year-long continuing resolution, the year ahead for defense contractors and Ukraine aid as well as the Russo-Ukrainian war, the need for more talent across commercial and defense industries to increase capacity, China, other issues to watch and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
1/9/2023 • 29 minutes, 27 seconds
Defense & Aerospace Report Podcast [Jan 09, ’23 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
—Michael Herson of American Defense International explains the national security implications of promises made by Rep. Kevin McCarthy, R-Calif., in exchange for votes to become nation’s 53rd speaker including on defense spending and Ukraine aid
— Impact of year-long continuing resolution on defense contractors at home, and aboard
— Update on aerospace and defense stock performance on US and European markets
— China travel impact as Beijing lifts zero covid constraints
— Boeing, Dassault and Lockheed Martin deliveries
— How London, Washington and Canberra can work together to furnish Australia with nuclear-powered attack submarines and the industrial base to build them down under
— Takeaways from Bank of America Merrill Lynch’s annual defense and aerospace outlook conference
1/8/2023 • 58 minutes, 42 seconds
Defense & Aerospace Podcast [Washington Roundtable Jan 06, ’23]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— National security implications of discord on Capitol Hill where on the second anniversary of the Jan. 6 insurrection, chaos reigns as Republicans are unable to select a House Speaker
— How American political discord is being perceived by adversaries like Russia and China as well as allies in Europe and Asia
— Outlook for Ukraine war as Biden administration expected to follow France and Germany in exporting armored vehicles to Kyiv
— What to expect from the Ukraine war in the coming year, especially if news reports are confirmed that Vladimir Putin has fired a second general leading Russian operations
— How Chinese leaders expect to weather up to a million covid fatalities during and in the wake of the Lunar New Year, and emerge economically stronger in 2023
— Update on increasing tensions between Seoul and Pyongyang over drone overflights and Japan’s steps up its security game
— Warning by top US lawmakers against diverting much-needed American submarine industrial capability on providing nuclear subs to Australia at the expense of US Navy’s priority of one Columbia-class ballistic missile sub and two Virginia-class attack boats
— A look at the big issues of 2023
— Whether Turkey and Azerbaijan will try to seize the southern tip of Armenia, a move that could precipitate a conclude involving Russia and Iran
1/6/2023 • 48 minutes, 14 seconds
Defense & Aerospace Report Podcast [Jan 02, ’23 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— A look at US and European markets as investors closed out 2022
— Boeing’s drive to deliver as many aircraft as possible before the end of the year
— Pentagon’s $30 billion contract to Lockheed Martin for 398 F-35 Lightning II fighter aircraft
— L3Harris’ planned acquisition of Aerojet Rocketdyne
— The big defense and aerospace trends of 2023 including whether covid will again emerge as a global challenge
— A preview of the Defense & Aerospace Report’s new Air Power podcast, sponsored by GE Aerospace and co-hosted by JJ Gertler and Vago Muradian
1/3/2023 • 49 minutes, 23 seconds
Defense & Aerospace Podcast [Washington Roundtable Dec 22, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Congress goes down to the wire to approve $1.7 trillion appropriations measure to keep government from closing
— What chaotic year-end process tells us about legislative year to come
— Whether Ukrainian President Volodymr Zelenskyy’s visit to Washington and powerful address to joint session of Congress will changer vector of US support for Kyiv in 2023
— How Russia’s war on Ukraine has changed Washington, Europe and Aisa’s approach toward strategic thinking and security
— Why those who criticize Europe for not doing enough to support Ukraine are wrong
— French President Emmanuel Macron’s latest call for greater European security investment
— Review of China’s moves this year, including Beijing’s escalation of rhetoric before Xi Jinping’s coronation, and the charm offensive that followed
— Reversal of China’s covid policy and what it means for economic activity in the new year as many return to hometowns to celebrate lunar new year
— Unraveling of Afghanistan and Iraq despite wars and US investment totaling more than $4 trillion and thousands of lives
— Israel and Iran recap
12/22/2022 • 59 minutes, 37 seconds
Cyber Report [Dec 21, 22] Lewis and Montgomery Discuss the Cyber Year in Review
On this week’s Cyber Report, sponsored by Fortress Information Security, a year in review with Dr. Jim Lewis, the director of the Strategic Technologies Program at the Center for Strategic and International Studies, and Mark Montgomery, a retired US Navy rear admiral who is the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies and a Cyber Solarium 2.0 commission senior adviser, who discuss the cyber elements of the $1.7 trillion appropriations measure and the $858 billion National Defense Authorization Act, National Security Agency and US Cyber Command campaign plans to safeguard the 2022 election, cyber lessons from Russia’s war on Ukraine, the need for great cyber security regulation, the cost of addressing software and hardware vulnerabilities in US military systems, Biden administration efforts to reduce ransomware attacks, and the biggest cyber threats of 2023 with Defense & Aerospace Report Editor Vago Muradian.
12/21/2022 • 38 minutes, 44 seconds
[Dec 20, 22] Nat'l Sec Implications of National Ignition Facility’s Dec. 5 Energy Experiment
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Steve Fetter, an award-winning nuclear physicist who is the dean of the Graduate School at the University of Maryland, discusses the national security implications of the National Ignition Facility’s Dec. 5 experiment at Lawrence Livermore National Laboratory that for a millisecond produced more energy than it consumed, how the test that involved firing 192 lasers at hydrogen atoms was primarily intended to improve America’s thermonuclear arsenal, why the groundbreaking test would make for an impractical source of sustainable energy, whether the nation that invested the atom bomb still has the skills to make them, and lessons from the Manhattan Project with Defense & aerospace Report Editor Vago Muradian.
12/20/2022 • 40 minutes, 34 seconds
Defense & Aerospace Daily Podcast [Dec 19, 22] End of Year Discussion w/ Byron Callan & Sam Bendett
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses and Byron Callan of the independent Washington research firm Capital Alpha Partners with a year-end review of Russia’s war on Ukraine, how the conflict has changed Washington and its allies, old lessons relearned, technologies that have changed the battlefield, the impact of sanctions on Russia’s economy, how Moscow is benefitting from its partnerships with Iran, North Korea, China, India as well as other nations, developments in China, Japan and Iran, and a look at key business developments in 2022 including L3Harris’ proposal to acquire Aerojet Rocketdyne with Defense & Aerospace Report Editor Vago Muradian.
12/19/2022 • 36 minutes, 37 seconds
Defense & Aerospace Report Podcast [Dec 18, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— A look at another volatile week on world markets and how defense and aerospace firms fared
— Surge in spending in both Washington as well as Europe where governments are racing to place orders before the end of the year
— Aviation outlook at travel returns to pre-pandemic levels as aircraft makers struggle to fill demand
— Recap of major 2022 story lines
— Boeing’s challenges as commercial side of the giant delayed launching a new jetliner and new leadership works to restore confidence to the company’s Defense, Space and Security business
— Whether the Pentagon is moving quickly enough to address capability gaps and weapons shortfalls
— Robust space growth as Maxar acquired private equity firm Advent International for $6.4 billion
— Merger and acquisition outlook nearly a year after the Biden administration blocked Lockheed Martin’s planned acquisition of Aerojet Rocketdyne
— Demand for engineering talent across aerospace and defense
— Recap of special purpose acquisition companies and the e-vtol market
12/18/2022 • 54 minutes, 15 seconds
Defense & Aerospace Podcast [Washington Roundtable Dec 16, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Analysis of the NDAA as Senate follows House in passing $858 billion measure that’s $45 billion higher than Biden administration’s request including increased spending for Navy, munitions and Ukraine as well as Taiwan assistance
— Outlook for continuing resolution and omnibus
— Update on Ukraine war as Russia steps up attacks on Ukrainian infrastructure and prepares not only defenses in occupied areas but plots offensive early next year in second, more competent effort to take the entire country
— Whether Western nations appreciate the magnitude and focused efforts by Russia to learn lessons and play the long game to finish what it started in 2014
— Update on Indo-Pacific headlines including North Korea’s latest missile test and the watershed nature of Japan’s new national security and defense strategies
— Why Washington needs to more openly share technology with its closest allies and partners
— President Biden’s summit with African nations and pledge to invest $55 billion in the content and whether jaded leaders are open to the latest effort by Washington to woo nations away from China and Russia
12/16/2022 • 54 minutes, 23 seconds
[Dec 15, 22] Crossing the Valley of Death; Penetrating Strike
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Jerry McGinn and Eric Lofgren of the Baroni Center for Government Contracting at George Mason University discuss new ways to help innovative small companies survive DoD’s acquisition process to grow into sustainable enterprises, whether change is happening fast enough, the Pentagon’s new strategic capital initiative and NDAA items to watch; and Dr. Caitlin Lee, the director of the Center for Unmanned and Autonomy Studies at the Mitchell Institute for Aerospace Studies discusses the new report she co-authored with Mitchell’s Mark Gunzinger — “The Next Frontier: UAVs for Great Power Conflict, Part I: Penetrating Strike” — discusses takeaways from the report, the role of the unmanned modular collaborative combat aircraft the US Air Force is developing to improve its long-range strike, reconnaissance and electronic warfare capabilities, the network needed to target and strike with precision at range, the blend of new and old assets that can help realize this capability, and what’s next in the series with Defense & Aerospace Report Editor Vago Muradian.
12/15/2022 • 32 minutes, 16 seconds
Cyber Report [Dec 14, 22] Convo w/ Rep. Jim Langevin
On this week’s Cyber Report, sponsored by Fortress Information Security, in one of his last interviews before retiring from Congress, Rep. Jim Langevin, D-RI, the chairman of the House Armed Services subcommittee on intelligence, emerging threats and capabilities as well as the Homeland Security subcommittee on cybersecurity, infrastructure protection and innovation, discusses progress in improving the nation’s cyber defenses and what more needs to be done, lessons from Russia’s war on Ukraine that can help deter China from moving on Taiwan, the cost of addressing software and hardware vulnerabilities across US weapons systems, emerging threats, ways to more quickly acquire innovative technologies at scale, the need to improve America’s nuclear weapons production capabilities, and how to get things done despite increasing partisanship in Washington, and what’s next after more than two decades in Congress with Defense & Aerospace Report Editor Vago Muradian.
12/14/2022 • 36 minutes, 16 seconds
DEFAERO Strategy Series [Dec 13, ’22] w/ Dr. Angela Stent
On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Dr. Angela Stent, professor of government and foreign service at Georgetown University and director of its Center for Eurasian, Russian, and East European Studies — who also authored the 2019 book “Putin's World: Russia Against the West and with the Rest” — discusses Russia’s imperial history and nature shapes the country’s outlook and decision-making by leaders like Vladimir Putin, why Putin decided to invade Ukraine when he did, how the Russian leader might be forced from power and his likely successor, the effectiveness of Western sanctions when China as well as India and nations across Africa and Asia continue to trade with Russia, lessons from the Russo-Ukrainian war that can help better deter China from moving against Taiwan, how to the war might end, and what a long-term strategy toward Russia looks like with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses discusses the latest in Russia’s war on Ukraine and Kyiv’s momentum including long-range attacks on Russian airfields, Wagner Group’s upcoming hackathon, move by Alma-Antey to copy Chinese racing drones for military use, and update on Turkish role in improving Azerbaijan’s military and speculation regarding another offensive against Armenia while Moscow and Tehran are distracted; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses House NDAA, prospects in Senate, implications of delayed appropriations and live on prolonged continuing resolutions, rising contractor costs, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
12/12/2022 • 34 minutes, 46 seconds
Defense & Aerospace Report Podcast [Dec 11, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Aerospace and defense stock performance in America and Europe as Wall Street closes down on higher than expected producer price index
— Investor reaction to House version of the National Defense Authorization Act that increases Biden administration Pentagon spending request by $45 billion, but appropriations and debt ceiling outlook remain dim
— Airbus dials back delivery targets for second time in a year on supplier challenges
— Analysis of reports that Air India owner Tata Group plans massive investment in the air carrier including 500 narrow- and wide-body jets from Boeing and Airbus
— Japan formally joins the British-led Tempest program to develop a next general combat aircraft that includes Italy and Sweden, now referred to as the Global Combat Air Program
— US Army’s selection of Bell’s V-280 Valor tiltrotor over the Defiant X by Lockheed Martin’s Sikorsky and Boeing for the service’s Future Long-Range Assault Aircraft competition
— NASA’s flawless unmanned Artemis moon mission as Orion command module safely splashes down on time and target in the Eastern Pacific
— Ingenuity unmanned aircraft makes 35th flight in Mars’ thin atmosphere, at nearly a minute and 46 feet altitude making it the longest and highest to date
12/12/2022 • 45 minutes, 26 seconds
Defense & Aerospace Podcast [Washington Roundtable Dec 09, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— House passes National Defense Authorization Act that’s $45 billion higher than Biden administration request as all eyes on whether Senate will follow
— Long-term impact on military discipline of reversing DoD’s covid vaccination requirements that drove hundreds from uniform
— Omnibus appropriations and debt ceiling talks stall raising fears of prolonged continuing resolution, and late 2023 borrowing limit battle
— Senate power dynamic as Sen. Kirsten Sienama changes affiliation from Democrat to Independent
— Turkey makes further demands in exchange for blessing Finland and Sweden’s NATO membership
— Analysis of Biden administration’s decision to trade WNBA and Olympic star Brittney Griner for convicted arms merchant Viktor Bout
— As America and France bolster their alliance, implications of Poland’s demands Germany pay $1.3 trillion in World War II reparations
— Beijing backtracks on strict covid lockdowns in the wake of unprecedented nationwide demonstrations
— China strikes strategic partnership with Saudi Arabia as Riyadh embraces Huawei technology despite US pressure to shut Chinese 5G gear
— Update on AUSMIN and AUKUS, and whether Japan might join pact that includes US, UK and Australia
— Japan’s decision to join British-led effort to develop Tempest next generation fighter that includes Italy and Sweden
— Outlook for Iranian regime after violent demonstrations and suggestion morality police would be abolished
— Binyamin Netanyahu shifts further right as be prepares his new Israeli government
12/9/2022 • 58 minutes, 48 seconds
Daily Pod [Dec 08, 22] RAND's Chow on Takeaways from West Coast Aerospace Forum
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. James Chow. The director of the Rand Corporation’s Project Air Force, discusses last week’s West Coast Aerospace Forum — a collaborative effort among Rand, the Aerospace Corporation, MITRE, the Center for Strategic and International Studies, and the Mitchell Institute for Aerospace Studies — lessons from Russia’s war on Ukraine, deterring China from miscalculating in the Pacific, prioritizing long-range strike as well as command and control and industrial base investment, whether the B-21 Raider medium bomber by Northrop Grumman is the right plane for the Pacific theater, and the dire state of America’s nuclear weapons enterprise with Defense & Aerospace Report Editor Vago Muradian.
12/8/2022 • 32 minutes, 15 seconds
Cyber Report [Dev 07, 22] Air Force Secretary Frank Kendall
On this week’s Cyber Report, sponsored by Fortress Information Security, Air Force Secretary Frank Kendall discusses the new B-21 Raider bomber by Northrop Grumman and efforts to improve force-wide cyber security with Defense & Aerospace Report Editor Vago Muradian from the Reagan National Defense Forum.
12/7/2022 • 18 minutes, 6 seconds
Defense & Aerospace Daily Podcast [Dec 06, 22] Bell Wins FLRAA & Convo w/ Comptroller Mike McCord
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Merrill Lynch and Richard Aboulafia of the AeroDynamic Advisory consultancy discuss the US Army’s decision to tap Bell’s V-280 Valor tiltrotor as the winner of its Future Long-Range Assault Aircraft competition; and Pentagon comptroller Mike McCord discusses the outlook for defense spending, the prospect of a year-long continuing resolution, the likelihood of another Budget Control Act as part of a deal to raise the nation’s debt ceiling, internal DoD lessons learned during the course of US support for Ukraine, replenishing depleted American weapon stocks, views on how to reform the Planning, Programming, Budget & Execution process, and improving Pentagon auditability with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the Reagan National Defense Forum, the Pentagon’s new strategic capital initiative, Leidos’ investor day at the company’s Dynetics unit in Huntsville, Ala., and the B-21 Raider bomber rollout last week; and an analysis of the Reagan Forum with former Pentagon comptroller Dr. Dov Zakheim, Michael Herson of American Defense International, and Dr. Kathleen McInnis who leads the Smart Women, Smart Power Initiative at the Center for Strategic and International Studies.
12/5/2022 • 34 minutes, 29 seconds
Defense & Aerospace Report Podcast [Dec 04, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— US and European aerospace and defense stock performance as American job growth remains strong and gas prices and inflation decrease
— Market expectations that Federal Reserve will ease off on raising short-term borrowing rates to curb inflation as central bankers seek to avoid fueling recession
— Job cuts at big tech firms and whether defense could benefit from flood flood of available talent
— Prime constructors worry recession will hurt valuations and access to capital for themselves as well as their second- and third-tier suppliers
— Airbus production falls short as the European giant cuts its dependence on Russian titanium
— Reports of further delays for Boeing-Saab T-7 trainerfor the US Air Force
— Prospect Japan will join UK-led Tempest program that includes Italy and Sweden
— Implications of Stockholm acquiring F-35 fighters as Sweden prepares to a NATO alliance where the stealth jet is increasingly a common aircraft
— Outlook for Saab’s Gripen E fighter and company’s vaunted combat aircraft capability
— Analysis of Northrop Grumman’s new B-21 Raider bomber unveiled at Air Force Plant 42 in Palmdale and whether the new jet constrained by unit cost caps lacks speed, payload and range to be effective in the Indo-Pacific
12/4/2022 • 57 minutes, 55 seconds
Defense & Aerospace Podcast [Washington Roundtable Dec 02, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Congress moves on appropriations, omnibus, NDAA while also grappling with legislation in same sex marriage and to avoid economically damaging rail strike
— Hopes dim that debt ceiling increase will happen during lame duck session, setting the stage for acrimonious budget battle
— Democrats unite behind New York Rep. Hakeem Jeffries as new leader as California Republican Rep. Kevin McCarthy faces challenges
— Whether US and Europe are pressuring Ukraine to negotiate an end to war as Washington and allies continue military and economic support
— The need to provide Ukraine with even more hardware during the winter to improve its capabilities in 2023
— Importance of President Biden’s first state visit hosting French President Emmanuel Macron as the two oldest allies nations work together on global security challenges from Ukraine to European security and China
— As US and Australian officials prepare to meet next week, assessing options for advancing drive by the Australia-US-UK pact to produce nuclear submarines for the Royal Australian Navy and whether Japan and France have a role to play
— Implications of unprecedented nationwide demonstrations across China protesting the government’s covid lockdowns and increasingly repressive nature
— Pentagon’s annual assessment of Chinese military capabilities
— Binyamin Netanyahu continues to shape his incoming government
— What’s next as demonstrations continue to roil Iran
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Ming-Yen Tsai, Taiwan’s deputy minister of foreign affairs, discusses lessons from Russia’s war on Ukraine that can better prepare the island nation against a conflict with China, what Taipei needs to improve capabilities, Taiwanese confidence in President Biden’s pledge to defend the Taiwan should China attack, and Dr. Wes Naylor, the former commander of the Naval Air Warfare Center Training and Simulation Division, and our producer Chris Servello discuss key takeaways from the Interservice/Industry Training, Simulation and Education Conference in Orlando with Defense & Aerospace Report Editor Vago Muradian.
12/1/2022 • 28 minutes, 10 seconds
Cyber Report [Nov 30, 22] Andrea Schauman & Justin Sherman
On this week’s Cyber Report, sponsored by Fortress Information Security, Andrea Schaumann, Fortress’ director of federal programs and partnerships, on cyber takeaways from the Interservice/Industry Training, Simulation and Education Conference and the need to better educate the non-cyber community about the need for software and hardware bills of origin and materials as well as lessons from commercial industry, and Justin Sherman, the founder of Global Cyber Strategies who is also with the Atlantic Council’s Cyber Statecraft Initiative, discusses his recent issue brief — “GRU 26165: The Russian cyber unit that hacks targets on-site” — why the Russian military intelligence agency’s secret cyber arm hits the road globally, how to counter their operations, lessons from the recent ransomware attack on Suffolk County, NY, and the FCC’s latest ban on Chinese hardware with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses and the Center for a New American Security discusses Vladimir Putin’s new drive to advance Russian artificial intelligence capabilities for military and economic advantage, the latest on Moscow’s war on Ukraine including precision strikes that have crippled the the country’s infrastructure, the state of Russia’s long-range strike arsenal including cruise missiles and unmanned systems, and the stability of the Putin regime as concerns about the war and its economic impact hits average Russians; and Dr. Darrell Bricker, the chief executive of Ipsos Public Affairs, discusses the latest global survey of security trends and sentiments released at the recent Halifax International Security Forum with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Joe Kochan, the executive director of the National Spectrum Consortium, and Dr. Christine Zhang, the chief research scientist at Peraton Labs, consortium board member and the chair of the Institute for Electrical and Electronics Engineers’ annual MILCOM conference, discuss the role of consortium, the importance of 5G and 6G technologies in future military networks like the Joint All Domain Command and Control System, what to expect at the upcoming MILCOM conference and more; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the implications of anti-government demonstrations in China, update on Pentagon budget in a lame duck Congress, the outlook for continued US defense assistance to Ukraine, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
11/28/2022 • 30 minutes, 1 second
Defense & Aerospace Report Podcast [Nov 27, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— A recap of aerospace and defense stock performance on a short Wall Street training week as well as world markets
— Reuters report that Airbus might miss delivery targets on slowed jet engine production
— US and European efforts to ramp up precision weapons and munitions production
— Outlook for air travel as US Thanksgiving traffic hits prepandemic levels
— Global implications of anti-covid lockdown riots hit Foxconn’s massive Zhengzhou facility and demonstrations erupt across China
— Japan’s interest in joining the UK-loved Tempest future combat aircraft programs that includes Italy and Sweden
— Poland’s order for two signals intelligence ships from Sweden’s Saab under $700 million contract
— Brazil’s $2 billion order for tank destroyer vehicles from Leonardo and IVECO
— Britain’s decision to export six ex-UK military Sea King helicopters to Ukraine and whether the move opens the door for transfer of higher-end combat aircraft and systems like Patriot air defense missile batteries to Kyiv
— Bulgaria’s F-16 fighter order as Lockheed Martin completes relocation of Fighting Falcon production line from Fort Worth to Greenville, SC
On this special episode from the Halifax International Security Forum, Olga Stefanishnya, Ukraine’s deputy prime minister for European and Euro-Atlantic integration, discusses what her country needs to prevail against Russian aggression; Latvia’s National Security Adviser Jānis Kažociņš on how to think about the threat from Russia and the reality that whoever succeeds Vladimir Putin may well be worse and more dangerous; Supreme Commander of Sweden’s Armed Forces Gen. Micael Bydén on preparing his country for NATO membership; and Washington Post reporter Jason Rezaian discusses the brutality of Iran’s regime as it cracks down on antigovernment demonstrations with Defense & Aerospace Report Editor Vago Muradian.
11/23/2022 • 55 minutes, 49 seconds
Cyber Report [Nov 22, 22] Andrea Schauman on the Cyber Components of the Upcoming I/TSEC Conference
On this week’s Cyber Report, sponsored by Fortress Information Security, Andrea Schaumann, Fortress’ director of federal programs and partnerships, discusses cyber issues that will be aired at the Interservice/Industry Training, Simulation and Education Conference or I/ITSEC in Orlando, the impact of the Biden administration’s software and hardware bills of origin and materials requirements, securing increasingly larger live and virtual synthetic training environments, incorporating ever more sophisticated commercial virtual reality technologies into military training ecosystems, the Pentagon’s new zero trust strategy and roadmap.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Evelyn Farkas, the executive director of The McCain Institute at Arizona State University, and former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies, discuss key takeaways from this year’s Halifax International Security Forum including Defense Secretary Lloyd Austin’s powerful address on the importance of helping Ukraine defend itself against Russian aggression, bipartisan unity among US lawmakers supporting Kyiv, NATO Military Chairman Adm. Rob Bauer’s call to bolster the alliance’s depleting armament stocks and more; and Byron Callan of the independent Washington research firm Capital Alpha Partners on how defense will fare during the lame duck session, the outlook for progress GOP House promises investigations into America’s withdrawal from Afghanistan, Hunter Biden’s laptop and US aid to Ukraine with Defense & Aerospace Report Editor Vago Muradian.
11/21/2022 • 35 minutes, 40 seconds
Defense & Aerospace Report Podcast [Nov 20, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— A roundup of aerospace and defense stock performance in the wake of a bull rum as inflation and recession fears linger
— Implications of acting FAA Administrator Bill Nolan’s statement that Boeing’s Max 7 jetliner won’t be certified by Dec. 27 deadline set by Congress, and whether lawmakers will extend certification period
— Impact of Max 7 delay on Max 10 certification as well as sales of the Max line
— Declining deliveries of jetliners as well as combat aircraft like the F-35 Lightning II fighters
— Look BAE Systems newsflow and takeaways from MTU and Rheinmetall capital markets days
— Drive to replenish depleted NATO and US ammunition stocks as alliance continues to support Ukraine, and Biden administration’s new $36 billion aid request for Kyiv
— Outlook for French-German-Spanish SCAF program as Paris and Berlin relations on the program improve
— NASA’s successful Artemis month-long mission to moon
11/20/2022 • 52 minutes, 16 seconds
Defense & Aerospace Podcast [Washington Roundtable Nov 18, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Michael Herson of American Defense International, Dr. Kathleen McInnis, the director of the Smart Women, Smart Power Initiative at the Center for Strategic and International Studies and Michael Auslin, the Payson J. Treat Distinguished Research Fellow in Contemporary Asia at the Hoover Institution, Stanford University.
Topics:
— Update on congressional races as Republicans retake House and Democrats hold Senate
— Republican and Democratic Leadership elections and prospects for Sen. Mitch McConnell, R-Ky., as minority leader and Rep. Kevin McCarthy, R-Calif., as next House speaker
— Implications of decisions by House Speaker Nancy Pelosi and Majority Leader Stenny Hoyer to stand aside, clearing the way for a new generation of leaders including Rep. Hakeem Jeffries, D-NY
— Pelosi’s legacy as 52nd House Speaker
— Latest on National Defense Authorization Act and appropriations
— Agenda items for lame duck session, including debt ceiling increase
— NATO response to missiles that killed two in Poland
— Support for Ukraine as governments step up military aid
— Why a new model for transatlantic security is needed to bolster capabilities
— G20 meeting takeaways including statement denouncing Russia’s invasion of Ukraine
— President Biden’s meeting with China’s Xi Jinping and whether it changes the dynamic between the world’s leading powers
— The case for expanding AUKUS to include Japan and France
— A look ahead to the Halifax International Security Forum
11/18/2022 • 53 minutes, 21 seconds
Defense & Aerospace Daily Pod [Nov 17, 22] Execution Flexibility and Bridging the Valley of Death
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Jerry McGinn, the executive director of the Center for Government Contracting at George Mason University who served in the Pentagon’s office of manufacturing and industrial base policy and his colleague, Eric Lofgren, a research fellow specializing in government contracting, discuss their new report, with Lloyd Everhart — “Execution Flexibility and Bridging the Valley of Death” — on how innovative smaller companies with good ideas can survive the Pentagon acquisition process to grow into sustainable enterprises, grading DoD’s innovation initiatives aimed at more quickly harnessing technology to solve national security problems, how reforming the Planning, Programming, Budgeting & Execution could have a dramatic impact on both improving and accelerating the entire acquisition ecosystem, and more with Defense & Aerospace Report Editor Vago Muradian.
11/17/2022 • 33 minutes, 44 seconds
Cyber Report [Nov 16, 22] A Conversation w/ Cyber Legend Jeff Man
On this week’s Cyber Report, sponsored by Fortress Information Security, Jeff Man, who was one of the first group of “Red Team” hackers at the National Security Agency’s “Pit” to improve US government security and is now a senior security consultant at IT services company Online Business Systems and the co-host of the Paul’s Security Weekly podcast along with Paul Asadoorian, discusses lessons from his nearly 40-year career including what constitutes a hacker, how threats and defenses have changed over his career, the balance of power between attacks and defenders, training a new generation of talent, the right partnership between government and industry, the efficacy of a certification approach to security, the threat posed by social media sites like TikTok and more with Defense & Aerospace Report Editor Vago Muradian.
11/16/2022 • 35 minutes, 33 seconds
DEFAERO Strategy Series [Nov 15, ’22] w/ Dr. Chris Miller
On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Dr. Chris Miller, professor of international history at the Fletcher School of Law and Diplomacy at Tufts University, discusses his recent book “Chip War: The Fight for the World's Most Critical Technology,” why chips are so critical to global economic and military power, the global nature of the microchip industry, how America lost its technological lead, China’s strategy to gain chip supremacy, whether the CHIPS Act will return America to its leading position and how Washington should marshal its allies, the impact of the Biden administration’s embargo on ship making technology will delay Beijing’s chip capabilities, how America should balance cooperation and competition with China, the threat from Chinese chips and software in US weapons systems, the feasibility of driving a wedge between China and Russia as the two nations pledge “limitless” partnership, and examples of good and bad strategy with Defense & Aerospace Report Editor Vago Muradian.
11/15/2022 • 47 minutes, 11 seconds
Defense & Aerospace Daily Podcast [Nov 14, 22] Sam Bendett, Dr. Michael Shurkin & Byron Callan
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses and the Center for a New American Security discusses what’s next now that Ukraine has liberated Kherson from Russian occupation, Moscow’s drive to circumvent the normal acquisition system to rush new equipment to the frontlines, and impact of mounting criticism of Russian President Vladimir Putin, Dr. Michael Shurkin of the Atlantic Council and Syracuse University’s Maxwell School of Citizenship and Public Affairs, discusses France’s new defense strategy, priorities, building new capabilities and how Washington has to regard its oldest ally, and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses how the meeting between President Biden and China’s Xi Jinping changes the vector for US defense spending, the impact of the midterm on the Pentagon’s budget outlook, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
11/14/2022 • 34 minutes, 50 seconds
Defense & Aerospace Report Podcast [Nov 13, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Defense and aerospace stock performance as Wall Street has it’s best day in two years driven by lower than expected US Consumer Price Index raising hopes that Federal Reserve will forego additional planned short-term borrowing rate increases to reduce inflation
— Investor views of US midterm election outcome consistent with expectations that Democrats control Senate and Republicans narrowly retake House
— What to expect from President Biden’s meeting with China’s Xi Jinping on Monday at G20 meeting in Bali
— France’s updated defense strategy that notes the centrality of NATO and need for greater investment in capabilities
— Key takeaways from Zhuhai Air Show including analysis Comac’s announcement of 330 new orders for C919 jets and ARJ21 regional aircraft and latest partnership between Boeing and the Chinese jetmaker to develop sustainable aviation technologies
— Whether China can advance its commercial aviation industry without Western support as great decoupling with Beijing continues
— Update on war as Ukraine liberates Kherson from brutal Russian occupation
— Bulgaria’s decision to buy eight new Lockheed Martin F-16 Block 70 jets from and Indonesia’s interest in 36 new Boeing F-15 fighters
— South Korea’s growing role in rearming Europe and Ukraine
11/13/2022 • 50 minutes, 4 seconds
Defense & Aerospace Podcast [Washington Roundtable Nov 11, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, EJ Herold, the executive director of the International Institute for Strategic Studies-Americas and Michael Herson of American Defense International.
Topics:
— The implications of the surprise mid-term outcome that is characterized as the best for a sitting president since the 1930s
— Political dynamics is Democrats retain Senate but Republicans narrowly control the House
— The “governability” of a fractious House Republican majority, should GOP retake the chamber
— New defense leadership in House and Senate and their priorities and how change in power could impact US policy toward Ukraine, China and Europe
— Whether former President Trump — and Trumpism’s — hold on Republicans Party has been broken as long-time allies turn on him for failing to win more seats
— Message America’s allies and adversaries are drawing from the mid-terms
— What’s next now that Russia has evacuated Kherson as Ukrainian forces retake the key southern city
— White House pledges unwavering support for Ukraine as it urges Kyiv to remain open to negotiations to end the conflict
— President Biden’s meeting with China’s Xi Jinping on the sidelines of the G20 meeting in Bali
— Key US meetings in Cambodia, Malaysia and Indonesia
— Waiting for North Korea’s nuclear test
— Update on Binyamin Netayahu efforts to form the most right-wing government in Israel’s history
— Ongoing anti-government demonstrations in Iran
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Caitlin Dohrman, the president of Improbable US Defense & National Security, discusses the company’s unique synthetic environment capabilities, the role of cutting-edge commercial capabilities for defense applications for better wargaming, scenario development as well as immersive synthetic training environments, the future of the technology and how small companies can grow into tomorrow’s giants with Defense & Aerospace Report Editor Vago Muradian.
11/10/2022 • 19 minutes, 52 seconds
Cyber Report [Nov 09, 22] Suzanne Spaulding on Securing Elections
On this week’s Cyber Report, sponsored by Fortress Information Security, Suzanne Spaulding, the senior adviser for homeland security and director of the Defending Democratic Institutions project at the Center for Strategic and International Studies, discusses efforts to secure US elections including Tuesday’s midterms, the interagency process to safeguard America’s voting infrastructure, countering domestic and foreign disinformation, how to ensure fair elections in the wake of the election of secretaries of state who have said they may change outcomes irrespective of legitimate vote counts, what changed House and Senate leadership will mean for cyber legislation, and priorities for the Cyber Solarium 2.0 commission with Defense & Aerospace Report Editor Vago Muradian.
11/9/2022 • 34 minutes, 13 seconds
Defaero Daily Pod [Nov 08, 22] Command & Control Series Pt2
In the second of a six-part series on command and control, sponsored Ultra Intelligence & Communications, Bryan Clark, the director of the Center for Defense Concepts and Technology, Chris Dougherty of the Center for a New American Security, and Heather Penney of the Mitchell Institute for Aerospace Studies, discuss the Pentagon’s new Joint All-Domain Command and Control strategy, whether the new approach will field capability at the speed of relevance, an update on each of the service’s command and control efforts — the Air Force’s Advanced Battle Management System, the Army’s Project Convergence, and the Navy’s Project Overmatch — and how to best integrate these efforts, and move faster with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses and the Center for a New American Security discusses Russia’s strikes against Ukraine’s power, water and heating networks, how Ukrainian forces are defending against Russia’s Iranian-made drones, Ukraine’s forces’ advance on Kherson, impact of Russian mobilization and fresh forces on the Kherson front, Washington’s suggestion that Kyiv be open to negotiations, and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the impact of inflation on defense contractors, defense implications of Boeing CEO Dave Calhoun’s statement last week that the company won’t develop a new jetliner until the mid-2030s, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
11/7/2022 • 27 minutes, 32 seconds
Defense & Aerospace Report Podcast [Nov 06, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Defense and aerospace stock performance on US and European markets and reaction to move by Federal Reserve to raise short-term borrowing rates by 75 basis points
— Analysis of Boeing CEO Dave Calhoun’s comments during the company’s investor day in Seattle that the jet maker won’t develop an new aircraft until the mid-2030s, citing changing nature of engine technology
— Takeaways from touring Boeing’s 737 plant in Renton, Wash., and what it says about state of supply chain and inventory management
— Beijing’s messaging as German Chancellor Olaf Scholtz leads large trade delegation to China as orders placed for Airbus jets and China Southern takes 737 Max out of service, after recently returning it to service
— What to expect from this year’s Zhuhai Airshow
— Investor reaction to pointed comments by Adm. Chas Richard, the commander of US Strategic Command, at the Naval Submarine League’s annual conference that America has to boost its capabilities to continue deterring an every more capable China
— Australia’s decision to order the C-130J, ensuring robust production of Hercules
— Sweden’s complaints about NH90 helicopter and what it means for Airbus’ performance on that and the Tiger attack helicopter programs
— A service-by-service look at UK defense as government-wide spending cuts are imposed that make 3 percent of GDP for military spending an “aspiration” until later this decade
— Latest trends in Ukraine’s drive to retake territory occupied by Russia as Moscow pounds Ukrainian power, water and heating grids
— European support for Ukraine as White House urges Kyiv to be open to negotiations with Russia
— Spending outlook in the wake of US midterm elections that are expected to return the House and Senate to Republican control
11/6/2022 • 48 minutes, 51 seconds
Defense & Aerospace Podcast [Washington Roundtable Nov 04, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Update on NDAA and prospects for another brief continuing resolution as appropriations stall
— Midterm elections outcome as Republicans return to power in House and Senate loom, sparking worries among allies in Europe and Asia
— Contours of a debt ceiling discussion within Biden administration and with lawmakers
— Outlook on Russia’s war on Ukraine as Moscow targets power and water grids to force Ukrainians to pressure their leaders for a peace deal and spur Western commentators to urge Kyiv toward a negotiated settlement
— NATO Secretary General Jens Stoltenberg calls on Turkey to approve Finland and Sweden’s membership in the alliance as Ankara demands all manner of concessions from Europe and America in exchange for its “yes” vote
— UK defense update as Defence Secretary Ben Wallace concedes government-wide spending cuts directed by his boss, Prime Minister Rishi Sunak, make 3 percent of GDP investment goal “aspirational”
— Unprecedented barrage of North Korean cruise and ballistic missile tests toward South Korea and Japan, violating Seoul’s territorial waters for the first time since 1952
— The outlook for South Korean President Yoon Suk-Yeol’s tenure after 156 were crushed to death in a Seoul ally while celebrating Halloween
— The aggressive global diplomatic stance of China’s premier, Xi Jinping, in the wake of the Chinese Communist Party’s congress last week
— The global implications of Bibi Netanyahu’s return to power on Israel’s relationships with the United States, Europe, Russia and Gulf partners
11/4/2022 • 49 minutes, 13 seconds
DEFAERO Strategy Series [Nov 03, ’22] w/ John Kirby
On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, John Kirby, a retired US Navy rear admiral and former Pentagon, State Department, and Navy chief spokesman who is now the coordinator for strategic communications at the National Security Council, discusses the changing communications landscape and the increasing need to respond rapidly to emerging news and narratives, the critical importance of story telling when crafting strategic messaging campaigns, why leaders must prioritize communications, how to counter lies and disinformation, reaching audiences in their information silos, bridging the civil-military divide, why a close relationship between a senior leader and their communicator can generate better policy and strategy outcomes, balancing the need for message discipline agains the need to empower subordinates to communicate with agility and speed, and what good messaging strategy looks like with Defense & Aerospace Report Editor Vago Muradian.
11/3/2022 • 40 minutes, 42 seconds
Cyber Report [Nov 02, 22] Mike Rogers on Cyber Elements of the Nat'l Sec and Defense Strategies
On this week’s Cyber Report, sponsored by Fortress Information Security, Adm. Mike Rogers, USN Ret., the former director of the National Security Agency and commander of the US Cyber Command who is now the chairman of the advisory board of cybersecurity firm Claroty, discusses the cyber and intelligence aspects of the National Security Strategy and the National Defense Strategy, the importance of both deterring China and Russia while working to improve cybersecurity cooperation with Beijing and Moscow as well as nations worldwide, why Russia has not mounted more aggressive cyber operations against America and its allies supporting Kyiv, the role of cyber in deterring Moscow from using tactical nuclear weapons against Ukraine, cyber and broader takeaways from the Chinese Communist Party’s recent congress, the impact of the Biden administration’s efforts to curb the export of computer chip making technology to China in curbing Beijing’s cyber and AI capabilities, US efforts to ensure the security of America’s voting system and countering dis and misinformation as the mid-term elections loom, and whether the Cybersecurity and Infrastructure Security Agency should be independent with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Eric Fanning, the president and CEO of the Aerospace Industries Association, discusses the annual workforce study the trade body the organization develops with the American Institute for Aeronautics and Astronautics and the Ernst & Young consultancy — “How do you reshape today’s workforce and attract tomorrow’s talent?” — the impact of the CHIPS Act on developing future talent, the impact of inflation and supply chains on defense and aerospace manufacturing, the defense budget outlook as mid-term elections loom, the importance of congressional action on research and development tax credits that spur innovation, and more with Defense & Aerospace Report Editor Vago Muradian.
11/1/2022 • 32 minutes, 39 seconds
Defense & Aerospace Daily Podcast [Oct 31 , 22] Sam Bendett, Dr Bill Conley & Byron Callan
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses who is also affiliated with the Center for a New American Security discuses Ukraine’s coordinated attack against Russia’s Black Sea Fleet in Sevastopol using unmanned air and surface vehicles; Dr. Bill Conley, the chief technology officer at Mercury Systems who is also the chairman of the Association of Old Crows, discusses on takeaways from AOC’s 59th annual conference and tradeshow last week, lessons from Russia’s war on Ukraine, and moving faster to deliver electromagnetic, cyber and information capabilities; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses recent corporate earnings and emerging trends, the defense spending implications of next week’s national elections, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
10/31/2022 • 31 minutes, 52 seconds
Defense & Aerospace Report Podcast [Oct 30, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Wall Street rallies on as positive earnings and encouraging American economic growth
— Airbus, Boeing, General Dynamics, L3Harris, MTU, Northrop Grumman, Raytheon Technologies, Saab and Thales earnings
— Whether pressure will mount on industry over share buybacks as political pressure mounts regarding the practice as President Biden criticizes ExxonMobil CEO Darren Woods
— Trade outlook as hardliners take power in Beijing and German Chancellor Olaf Scholtz prepares to lead trade delegation to China
— Boeing’s prospects in China as 737 Max quietly re-enters service
— UK Prime Minister Rishi Sunak retains Ben Wallace as defense secretary, but orders government-wide cuts including to military spending
— Market impact of Biden administration’s new National Defense Strategy as well as nuclear posture and missile defense reviews
— War update as Ukraine strikes Russian Black Sea Fleet in Sevastopol
10/30/2022 • 49 minutes, 13 seconds
Defense & Aerospace Podcast [Washington Roundtable Oct 28, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Update on National Defense Authorization Act and debt ceiling increase during the “lame duck” session after the election next week and the new Congress in January
— Support for Ukraine on Capitol Hill as 30 progressives propose then rescind letter calling for talks with Russia
— Gauging whether Republicans retake both House and Senate or just the House
— How Washington and NATO counter Moscow should Russian officials make good on their threats to target US commercial spacecraft supporting Ukraine
— Why Vladimir Putin appears to be easing off his nuclear rhetoric and whether he will be removed from power over the coming months
— Takeaways from Chinese Communist Party’s congress as Xi Jinping and a phalanx of hardliners take power, humiliating moderates including former premier Hu Jintao by physically removing him from the Great Hall during the closing ceremony, but also from the Standing Committee and Politburo
— Implications of US Air Force’s proposal to retire it’s last two active duty F-15C fighter squadrons from Kadena Air Base on Okinawa and replace it with a rotational force
— Demonstrations grow more violent in Iran as analysts debate longevity of the Islamic Republic
— Analysis of the Biden administration’s new National Defense Strategy as well as nuclear posture and missile defense reviews
— Remembering the life and extraordinary legacy of the nation’s 25th defense secretary, Dr. Ash Carter, who passed away of a heart attack at age 68
10/28/2022 • 52 minutes, 2 seconds
DefAero Daily Podcast [Oct 27 , 22] Randy Schriver on Latest Policy Discussions on China & Taiwan
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Randy Schriver, a former assistant secretary of defense for Indo-Pacific security affairs who is now the chairman of the Project 2049 Institute to fully normalize relations between the United States and Taiwan, discusses think tank’s new China Economic Strategy Initiative that aims to help US leaders craft better strategies to compete against China — and do it more quickly — assessing the Biden administration’s toughening approach to Beijing, the competitive strategy Washington needs, takeaways from the Chinese Communist Party’s recent congress, the capabilities America and Taiwan need to field to deter Chinese aggression, lessons Beijing and Taipei are drawing from Russia’s war on Ukraine and the global response to Moscow’s aggression, update on the Taiwan Policy Act and more with Defense & Aerospace Report Editor Vago Muradian.
10/27/2022 • 34 minutes, 25 seconds
Cyber Report [Oct 27, 22] Nick Nilan & Bulelani Jili
On this week’s Cyber Report, sponsored by Fortress Information Security, Nick Nilan’s, Fortress’ new chief revenue officer, discusses the implications of the Biden administration’s drive to shift from attestation to certifiable software bills of origin and materials to improve supply chain security, what it will take to improve security across government and industry, and how cyber threats continue to evolve; and Bulelani Jili, a Yenching scholar, cybersecurity fellow and PhD candidate at Harvard University who is also affiliated with the Atlantic Council’s Cyber Statecraft Initiative, discusses his issue paper — “China’s Surveillance Ecosystem and the Global Spread of its Tools” — China’s increasingly capable domestic cyber and surveillance industry, why governments turn to Beijing and how China benefits from exporting surveillance tools, how to the international community can stymie Chinese as well as Israeli and Russian surveillance exports, and whether the Biden administration’s export ban on chip making technology can stymie Beijing’s cyber surveillance ecosystem with Defense & Aerospace Report Editor Vago Muradian.
10/26/2022 • 28 minutes, 13 seconds
Defense & Aerospace Daily Podcast [Oct 25 , 22] Dr Harlan Ullman & CNAS' Paul Scharre
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Harlan Ullman, an Atlantic Council senior advisor, strategist and author who is the chairman of the Killowen Group consultancy, discusses the Biden administration’s National Security Strategy and why it and the upcoming National Defense Strategy are both aspirational and unaffordable in his column “A National Security Strategy that is Viable and Affordable,” and the life and legacy of former Defense Secretary Ash Carter who died suddenly on Oct. 24 at age 68; and Paul Scharre, the vice president and director of studies at the Center for a New American Security, discusses the new report he co-authored with his colleague Megan Lambert, “Artificial Intelligence and Arms Control,” why it may prove important to control AI, past arms control models that could prove effective, enforcement and how the Biden administration’s export bans on chip making equipment to China are a means of AI arms control against Beijing with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Todd Harrison, the managing director for Metrea Strategic Insights, discusses his analysis of the Biden administration’s defense budget plans including growing personnel costs even before a planned 4.6 percent pay raise, what happens if the pay raise jumps to 6 percent because of inflation, a possible shortfall in operations and maintenance funding, budget share by military service and why Air Force funding is falling short, and whether the administration has launched a series of major top secret programs or has created a “bishop’s” fund to cover future costs; and Byron Callan of the independent Washington research firm Capital Alpha Partners on the administration’s export ban on chip making technology to China, whether additional countries will adopt Washington’s stance, curtailing Western hardware and software exports that improve Beijing’s military capabilities, lessons from Britain’s ruinous financial missteps and whether the GOP could follow suit in the wake of November electoral victory, Russia and Iran newsflow, and look at Lockheed Martin’s earnings and share buybacks and what to expect from the defense group as companies report earnings, and the week ahead with Defense & Aerospace Report Editor Vago Muradian.
10/24/2022 • 36 minutes, 19 seconds
Defense & Aerospace Report Podcast [Oct 23, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Aerospace and defense stock performance as Wall Street posts its strongest day since June on growing sense coming recession is likely to be mild than severe as earnings continue to worry and Fed prepares to again raise rates
— What Lockheed Martin’s earnings and L3Harris’ decision to buy back shares suggests about what to expect from other defense and aerospace companies as they prepare to report earnings over the coming weeks
— Air travel demand grows reducing parked aircraft and increasing demand for new jets
— Takeaways from the National Business Aviation Association’s Business Aviation Conference & Exhibition in Orlando
— Federal appears judge’s decision allow families of the 346 who died in two 737 Max crashes to challenge $2.5 billion settlement between Boeing and the Justice Department
— Update on Moscow’s war on Ukraine as Russia pummels its neighbors infrastructure to impede Kyiv’s ability to fight
— Outlook for European defense spending and continent’s ability to satisfy its own capability needs as Poland turns to Korea for heavy self-propelled artillery
— Europe’s concern of possible Russian use of nuclear weapons as Vladimir Putin continues to intimidate Washington and its allies to end support for Kyiv
— Battle to replace Liz Truss as Britain’s shortest-serving prime minister resigns
10/23/2022 • 50 minutes, 7 seconds
Defense & Aerospace Podcast [Washington Roundtable Oct 21, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute and Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security.
Topics:
— European sentiment on Russia’s ongoing war with Ukraine as Kyiv plans major offensive to retake Kherson and Moscow uses Iranian drones to hit Ukrainian power, water and rail
— Outlook for defense spending in US, Europe and Asia as concerns mount of an impending worldwide recession
— Impact of statements by House Minority Leader Kevin McCarthy, R-Calif., that Ukraine as well as Pentagon spending would be curtailed should Republicans retake Congress in November elections
— How US and Europe must respond to Russian grey zone and intimidation operations in cyber, destroying Nord Stream 1 and 2 pipelines, cutting undersea cables connecting Shetland Islands to Britain, impacting German rail, a Russian sub transiting the Bay of Biscay or firing missile near RAF reconnaissance plane over Black Sea
— Lessons China is learning as Washington and allies fail to respond to Russian provocations
— Takeaways from Chinese Communist Party’s quinquennial meeting in Beijing
— China’s new approach to Taiwan that would subjugate the island nation
— Deterring China from invading Taiwan whether through new legislation like Taiwan Policy Act, modernizing Taipei’s forces, economic pressure, or event posting US troops on the island
— North Korea’s upcoming nuclear test
— Impact of Russia’s reduction of forces in Syria on Israel’s campaign against ISIS as Iran steps up attacks on Kurdish Iraq
— Iran’s crackdown on worsening demonstrations and outlook for overthrowing the clerical rule
10/21/2022 • 51 minutes, 21 seconds
DEFAERO Strategy Series [Oct 20, ’22] w/ Dr. Philip Karber
Dr. Philip Karber, the president of the Potomac Foundation think tank, discusses the difference between good and bad strategy, the importance of crafting long-term competitive strategies, lessons from Russia’s war on Ukraine, how those lessons apply to China, the need for renewed focus and attention on nuclear warfighting and more with Defense & Aerospace Report Editor Vago Muradian. This conversation is sponsored by General Atomics Aeronautical Systems and devoted to the memory of one of the nation’s greatest national security strategists, Andy Marshall, the former director of the Pentagon’s Office of Net Assessment. The strategy series is not affiliated with the Andrew W. Marshall Foundation.
10/20/2022 • 57 minutes, 32 seconds
Cyber Report [Oct 20, 22] Philip Niedermair on Cyber as Cost or Enabler
On this week’s Cyber Report, sponsored by Fortress Information Security, Philip Niedermair, a managing director at the Ward & Berry law firm who is also chairman of the board of advisers at the National Cyber Group and a senior advisor to the Cyberspace Solarium Commission 2.0, discusses commission priorities, changing the prevalent mindset that cyber security is a costly burden rather than a critically important economic and security enabler, attracting more diverse talent to the cyber workforce, cyber takeaways from recent national security and law enforcement gatherings and remembering the legacy of Dr. Scott Dade, the director of the schools of cyber security, cryptology, business and foreign languages at Fort Gordon, with Defense & Aerospace Report Editor Vago Muradian.
10/19/2022 • 26 minutes, 17 seconds
Defaero Daily Pod [Oct 18, 22] UK's Anne-Marie Trevelyan & Mark Goldsack,
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Anne-Marie Trevelyan, Britain’s secretary of state for transportation, discusses the UK government’s new maritime strategy and the vital links between maritime trade and seapower, and Mark Goldsack, a retired British Army brigadier who now serves as the director of the Department for International Trade’s Defence and Security Exports, discusses Britain’s security assistance to Ukraine including systems and training, global demand for UK defense products and services, and more with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Faine Greenwood of Tarentum Consulting and contributor to Slate and Foreign Policy who is an expert on commercial drones discusses how commercially available systems are being used on the battlefield by both Ukraine and Russia, how they are being used, future capabilities and how governments can better defend themselves against weaponized commercial systems; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses takeaways from the Association of the United States Army’s annual meeting and tradeshow last week, implications of US concerns with China’s civil-military fusion strategy, November elections and how they may shape the defense budget outlook, a look ahead to earnings and the week ahead with Defense & Aerospace Report Editor Vago Muradian.
10/17/2022 • 29 minutes, 55 seconds
Defense & Aerospace Report Podcast [Oct 16, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Rising inflation prompts worries of further Fed rate hikes drives Wall Street down 1.6 percent for the week and S&P 500 down a quarter since beginning of year
— Erroneous perception by some investors that Ukraine’s success and recent statement by Russian President Vladimir Putin suggest war is ending and demand for defense goods will decline
— Outlook for Prime Minister Liz Truss as her government makes a u-turn on pledge to cut taxes and increase spending in wake of political and market pressure
— Defense spending implications of new Chancellor Jeremy Hunt’s pledge to raise taxes and sharply cut spending to restore UK fiscal credibility
— Market implications of the Biden administration’s long-awaited National Security Strategy
— Defense industry impact should Congress block arms exports to Saudi Arabia and outlook for UK, France and other nations to garner sales
— Sully Sullenberger adds his voice to those opposing certification waivers for 737 Max
— United Airlines interest in new widebody jetliners
— Takeaways from the Association of the United States Army’s annual conference and tradeshow last week in Washington
— What to expect at the National Business Aviation Association’s Business Aviation Convention & Exhibition in Orlando next week
10/16/2022 • 49 minutes
Defense & Aerospace Podcast [Washington Roundtable Oct 14, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute and Dr. Kathleen McInnis, the director of the Smart Women, Smart Power Initiative at the Center for Strategic and International Studies.
Topics:
— Russian decision to evacuate Kherson as Ukrainian forces continue their drive to liberate occupied territories as Moscow strikes Ukraine’s cities, infrastructure and military units with missiles and Iranian drones
— NATO defense ministers meet in Brussels to craft 14-nation Sky Shield program to protect Europe from air and missile threats as alliance steps up air and missile defenses for Ukraine
— Nuclear tensions as NATO declines to discuss options as France declares it would not retaliate if Russia strikes Ukraine with atomic weapons
— Need for US and allied leaders in Europe and Asia to renew nuclear planning and training as China, Russia, North Korea and Iran resort to nuclear saber rattling and intimidation
— As the Chinese Communist Party convenes on Sunday to make Xi Jinping leader for life, Beijing tries to use AUKUS agreement to fracture Australian politics and diminish role of “Anglo-Saxon” nations in Asia
— North Korea’s continued missile tests
— Taipei’s warning that China risks war by continuing to overly Taiwan with drones and missiles
— Analysis of Biden administration’s National Security Strategy and what to expect from upcoming Nuclear Posture Reviews and National Defense Strategy
— Role of women in demonstrations demanding regime change in Iran and whether the Islamic Republic will collapse as quickly as Shah’s
— Whether latest Jan. 6 insurrection hearing revelations change political dynamics in November elections
On this week’s Cyber Report, sponsored by Fortress Information Security, Mark Montgomery, a retired US Navy rear admiral who is now the the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies and director of the bipartisan Cyber Solarium 2.0 Commission, discusses the White House meeting next week to craft a national strategy to secure the Internet of Things, legislative changes and spending needed to improve IoT security, whether the Biden administration’s clampdown on exporting chip making technology to China is effective, Russia’s recent hacks and link between cyber capabilities and nuclear deterrence, key storylines from the Cipher Brief’s 2022 Threat Conference including impediments to greater government-industry collaboration and whether the Cybersecurity and Infrastructure Security Agency should be independent, the cyber implications of the new National Security Strategy, and the cyber elements of the Senate’s version of the National Defense Authorization Act with Defense & Aerospace Report Editor Vago Muradian.
10/13/2022 • 30 minutes, 33 seconds
Defense & Aerospace Daily Podcast [Oct 12, 22] Army Under Secretary Gabe Camarillo
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Gabe Camarillo, the 35th under secretary of the US Army, discusses lessons learned from Russia’s war on Ukraine, replenishing weapons stocks, capabilities the service is developing for future conflicts, the new Field Manual 3.0, the role of the US Army and Air Force in America’s long-range precision strike architecture, the service’s Pacific role and case against shrinking the force to cover air and naval capacity, and the persistent concern that defense spending could become a casualty of congressional debt ceiling negotiations with Defense & Aerospace Report Editor Vago Muradian.
10/12/2022 • 25 minutes, 1 second
Defense & Aerospace Daily Podcast [Oct 11, 22] Philip Bilden and Raj Shah Talk Shield Capital
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, private equity veteran Philip Bilden and former DIU chief Raj Shah discuss the new venture capital fund they founded, Shield Capital, on the $120 million fund’s first anniversary, the firm’s investments in more than 70 companies, technology areas of focus, how the teams picks the right investment candidates, the fund’s partnership with L3Harris, the concept of “clean capital” and how the VC community can be harnessed for more quickly field critically needed capabilities with Defense & Aerospace Report Editor Vago Muradian.
10/11/2022 • 36 minutes, 50 seconds
DefAero Daily Pod [Oct 10, 22] Sam Bendett & Byron Callan Review Headlines and Set the Week
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses and the Center for a New American Security discusses Russia’s war on Ukraine and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the United States Army’s conference and tradeshow and a looks at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
10/10/2022 • 24 minutes, 15 seconds
Defense & Aerospace Report Podcast [Oct 09, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Update on US and European markets and impact on defense and aerospace shares as worries grow that central banks will further increase borrowing rates and impending recession
— Implications of OPEC Plus decision to cut production to drive up oil prices
— Boeing update that 737 Max jetliner unlikely to be ready for certification until next spring, after the congressionally mandated certification deadline at the end of December
— American Airlines pilots union urges Congress not to exempt the Max 7 and 10 from certification requirements, while pilots from the world’s largest 737 operator, Southwest Airlines, does
— Eviation’s successful test flight of company’s all-electric Alice passenger aircraft and implications for regional air travel
— Truss government’s about face on plan to cut taxes while increasing government spending as Institute for Fiscal Studies suggests that 200,000 UK government jobs may have to be cut over coming years to meet budget targets
— Update on Conservative Party conference and outlook for UK defense spending as recession fears loom
— L3Harris’ acquisition of ViaSat’s Link 16 business and divesture of services unit to CAE
— Ukraine’s efforts to reclaim territory from Russian occupation including strike on Kerch bridge that connects Russia to occupied Crimea
10/9/2022 • 51 minutes, 35 seconds
Defense & Aerospace Podcast [Washington Roundtable Oct 07, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Update on legislation that could impact national security that Congress will have to address during lame duck session after November elections, including debt ceiling increase
— Congressional reaction to decision by OPEC Plus nations to cut oil production to accelerate energy price increases, including punishing Saudi Arabia in particular
— How Washington should respond given Riyadh’s brazen attempt to undermine President Biden and Democratic electoral prospects in upcoming elections
— Europe and Asia’s response to the OPEC Plus move and whether it ultimately undermines the long-term interests of the cartel
— Update on Ukraine’s advances are Washington declines to export ATACMS long-range missiles to Kyiv as Russian forces suffer setbacks despite mobilization drive
— Washington and allies continuing robust support for Ukraine despite Russian threats and nuclear saber rattling
— The nuanced interpretation of Biden’s “armageddon” remarks
— North Korea’s long-range ballistic missile tests and the combined US-South Korean response
— What’s next from Pyongyang including nuclear test expected as soon as this weekend
— Russia and China’s shielding of North Korea in the United Nations
— Beijing’s rhetoric as Chinese Communist Party prepares to clear life term for Xi Jinping
— Biden administration’s new clamp down on China’s access to chip-making technology
— Growing demonstrations in Iran and their implications for the longevity of the Islamic regime and outlook for a revived nuclear deal
— Shifting from stopping Tehran’s nuclear program to deterring a nuclear Iran
10/7/2022 • 47 minutes, 43 seconds
Defense & Aerospace Report [Oct 07,22] Countering the UAS Threat w/ Raytheon’s Abel Ghanooni
**Sponsored Content**
On this special edition of the Defense & Aerospace Report, Raytheon Missiles and Defense’s Abel Ghanooni, the Senior Director leading Short Range Air Defense and Rapid Development Programs discusses the company’s sensors and weapon systems to detect, engage and defend against Counter Unmanned Aerial Systems (C-UAS) with Special Productions Producer John Schofield. This conversation is part of our Association of the United States Army coverage and was sponsored Raytheon Missiles and Defense.
10/7/2022 • 12 minutes, 20 seconds
DefAero Daily Pod [Oct 06, 22] Command & Control Series Pt1
In the first of a six-part series on command and control, sponsored Ultra Intelligence & Communications, Dr. David Pustai, the company’s senior vice president and chief technology officer, discusses technological advances that will enable the realization of the Pentagon’s top priority Joint All-Domain Command and Control program, the role of cognitive sciences in future battle networks, how automation will change decision making, trust and increasingly automated systems, how military culture and training have to change to take fullest advantage of enabling technological advances, how to interconnect existing and future systems into a resilient battle network, the role of the cloud and improving security and resilience in contested communications environments with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Cyber Report, sponsored by Fortress Information Security, Juliette Wilcox, Britain’s Cyber Security Ambassador with Department for International Trade, discusses emerging global cyber threats, improving security, the products and skills in demand on global markets, training a new generation of cyber talent, why it’s vital to draw experienced professionals from beyond technical fields to the cyber field, and determining what to export — and what not — with Defense & Aerospace Report Editor Vago Muradian.
10/5/2022 • 21 minutes, 24 seconds
Daily Podcast [Oct 04, 22] Thinking About & Reacting To North Korean Missile Threat
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Patrick Cronin, the Asia-Pacific security chair at the Hudson Institute think tank, discusses North Korea’s ballistic missile test over Japan, what’s next as Pyongyang also prepares for a nuclear test, how Washington and its allies should respond, and countering the axis among China, Russia and North Korea; and Rear Adm. Mark Montgomery, USN Ret., a former director of operations at the US Indo-Pacific Command who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies and the director of the bipartisan Cyber Solarium 2.0 Commission, discusses the threat posed by North Korea’s missiles, the importance of better US and allied air and missile defenses in the Indo-Pacific, and how to help the US Air Force execute its new mission to defense the United States against cruise missile threats with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses and the Center for a New American Security discusses Russia’s war on Ukraine including Kyiv’s gains as Moscow annexed four occupied Ukraine provinces, criticism of Vladimir Putin’s handling of the war including from the president’s close allies, and how Russia is using Iranian drones; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses implications of Russian use of nuclear weapons in the Ukraine conflict, Moscow’s attacks on the Nord Stream pipelines, seven questions he wants to answered at the Association of the United States Army’s conference and tradeshow next week, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
10/3/2022 • 31 minutes, 43 seconds
Defense & Aerospace Report Podcast [Oct 02, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Down week on Wall Street that included drop in defense and aerospace equities
— Impact of Truss government’s announcement of tax cuts and higher government spending on the British pound and UK borrowing rates
— Longevity of the Truss administration and outlook on UK defense spending
— Beijing’s certification of Comac’s C919 regional jetliner as Boeing’s 737 Max faces certification challenges in America
— Rostec’s claim it will buy 1,000 Russian jetliners by 2030
— What Taiwan’s China Airlines’ purchase of 787 jetliners means for the wide-body market
— Transatlantic commitment to help Ukraine in its war against Russia and efforts to bolster depleting weapons stocks
— What Russia’s sabotage of both Nordstream pipelines means as Moscow signals it can also target Western undersea infrastructure
— Outlook for Boom’s drive to develop a new supersonic passenger aircraft in the wake of Rolls-Royce’s withdrawal from the program
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Congress on verge of passing continuing resolution as NDAA and appropriations remain stalled until Congress returns after November elections, and approval of additional Ukraine aid
— Financial and economic impact of Hurricanes Fiona and Ian
— Improving political fortunes for Republicans as hopes rise that GOP will take both House and Senate
— Russia’s annexation of Ukrainian territory and West’s response as more aid as well as new command to arm Kyiv
— Moscow’s sabotage of Baltic Sea pipelines and how NATO must respond to Russia’s grey zone warfare, and lessons China is learning in the episode
— Ukrainian President Volodymr Zelenskyy’s request for fast track NATO membership and Biden administration’s new sanctions on Moscow
— Joint Chinese and Russian naval operations off Alaska as Beijing practices amphibious landings in the South China Sea
— Aftermath of false speculation that China’s leader Xi Jinping was overthrown in military coup as he raises his public profile in advance of 20th Party Congress
— Lessons for Beijing from Russia’s ongoing struggle
— The political prospects for British Prime Minister Liz Truss in the wake of the new economic plan to cut taxes while increasing government investment that undermined confidence in the British economy, drove down the pound and drove a jump in borrowing rates across Europe
— The future of the Iranian regime as demonstrations nationwide mount in the wake of the killing of a young woman by the country’s religious police
— Why it’s important to dissuade Benjamin Netanyahu from annexing parts of the West Bank in advance of the former Israeli prime minister’s expected return to power
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Tristan Crawford, the CEO of AERALIS, discusses the innovative British company’s approach to developing a family of modular manned and unmanned aircraft for strike, training, as well as intelligence, surveillance and reconnaissance missions based on a common center fuselage that can except a range of power plants, wings, cockpits and mission modules to lower acquisition, sustainment an upgrade costs with Defense & Aerospace Report Editor Vago Muradian.
9/29/2022 • 17 minutes, 57 seconds
Cyber Report [Sep 28, 22] Justin Sherman on How to Better Secure the IoT Ecosystem
On this week’s Cyber Report, sponsored by Fortress Information Security, Justin Sherman of the Atlantic Council’s Cyber Statecraft Initiative who also is a Wired Magazine contributor, discusses the new report by the think tank that he co-authored — “Security in the Billions: Toward a Multinational Strategy to Better Secure the IoT Ecosystem” — to craft a systemic global approach to improve the cyber security as internet-connected and enabled devices proliferate with Defense & Aerospace Report Editor Vago Muradian. Other co-authors include Patrick Mitchell and Liv Rowley, with Nima Agah, Gabrielle Young, and Tianjiu Zuo.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dave Deptula, a retired US Air Force lieutenant general who is now the dean of the Mitchell Institute for Aerospace studies, discusses key takeaways from the Air and Space Forces Association’s annual Air Space Cyber conference and tradeshow, Raanan Horowitz, the president and CEO of Elbit Systems of America, discusses the strategic business environment, inflation, supply chains, the changing nature of competition as new firms enter the sector, as well as ways the industrial base can better help the Pentagon solve its big problems; Duane Hawkins, the president of the defense and space business at Spirit Aerosystems, discusses his strategy to grow the aerostructures giant’s defense and space business to diversify from its historic reliance on commercial aviation work with Defense & Aerospace Report Editor Vago Muradian.
9/27/2022 • 43 minutes, 32 seconds
Daily Pod[Sep 26, 22] Patrick Cronin, Sam Bendett & Byron Callan Review Headlines and Set the Week
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Patrick Cronin, the Asia-Pacific Security chair at the Hudson Institute, discusses erroneous social media speculation over the weekend that Chinese leader Xi Jinping was deposed in a coup and what can be learned from the episode; Sam Bendett of the Center for Naval Analyses and the Center for a New American Security with an update on Russia’s war on Ukraine and whether Vladimir Putin’s manpower mobilization, annexation of Donbas and Luhansk and nuclear threats will change the conflict as well as countering Iranian drones now in Russian service; and Byron Callan of the independent Washington research firm Capital Alpha Partners with takeaways from last week’s Air Force Association conference, CSIS’ industrial base event, Wharton’s Palo Alto gathering, how the Russo-Ukrainian war may change defense demand and the week ahead with Defense & Aerospace Report Editor Vago Muradian.
9/26/2022 • 32 minutes, 42 seconds
Defense & Aerospace Report Podcast [Sep 25, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— US and European defense and aerospace equities as world markets react to rising interest and yield rates as signs of impending recession
— Impact of rising dollar as pound and euro fall, and British government rolls out new budget that includes tax cuts
— Takeaways from Airbus’ capital markets day as CEO Guillaume Faury discusses inflation, supply chains, jetliner production rates, market share versus Boeing, sustainable aviation, importance of defense and corporate governance
— Move by Chinese air carrier Xiamen Airlines with an all-Boeing fleet to cancel order for 27 Boeing 737 Max jets in favor of 40 Airbus A320 aircraft
— Securities and Exchange Commission fines Boeing $200 million and former CEO Dennis Muilenburg $1 million over statements in wake of two 737 Max crashes that killed 346
— Update on Russia’s war on Ukraine as Vladimir Putin mobilizes reserves and renews nuclear threats
— Analysis of newsflow from the Air Force Association’s Air Space Cyber conference including the Next-Generation Air Dominance program, the Collaborative Combat Aircraft, the B-21 bomber, the new partnership between L3Harris and Embraer on the KC-390 program
— Outlook for the Russo-Ukrainian war as Moscow mobilizes reserves as winter approaches
— Truss government launches defense review as British military performs flawlessly during funeral ceremonies for late Queen Elizabeth
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Update on National Defense Authorization Act and continuing resolution as lawmakers gear up for campaign season
— Congressional support for additional Ukraine aid
— Impact of former President Trump’s legal woes on support among Republican lawmakers and the party’s base
— Vladimir Putin’s move to annex Donbas and Luhansk as well as renewed nuclear threat to deter further US and European support for Ukraine and half Kyiv’s efforts to regain its territory
— Whether Putin’s gambit will prevent Western aid or Ukraine’s advance, or the call up of 300,000 reservists will change the course of the war given poor Russian leadership and morale
— World leaders’ response to Putin at the United Nation’s annual General Assembly meeting
— How Washington and its allies can deter Putin from using nuclear or unconventional weapons or respond should he do so
— The failure to deter Russia from invading Ukraine, precipitating an expensive war, and how it should change the approach to deterring China from moving against Taiwan
— President Biden’s latest unambiguous declaration that the United States will defend Taiwan if Beijing invades
— Meeting between US Secretary of State Antony Blinken and Chinese Foreign Minister Wang Yi to address mounting Taiwan and other tensions on sidelines of UN General Assembly gathering
— UN report on North Korean nuclear weapons and strategic missiles
— The message the port visit of the USS Ronald Reagan to Busan sends to Pyongyang and Beijing
— The outlook for the Iranian regime in the wake of mass demonstrations following the death of a 16-year-old girl who was killed by the government’s religious police for wearing her hijab too loosely
— House Speaker Nancy Pelosi’s visit to Yerevan, becoming the highest ranking American official to visit Armenia since its independence, and subsequent cease fire after Azerbaijan’s latest attack on Armenia
On this week’s Cyber Report, sponsored by Fortress Information Security, Mark Montgomery, a retired US Navy rear admiral who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies and senior adviser on the bipartisan Cyber Solarium 2.0 commission, discusses the new report he co-authored with FDD’s Jiwon Ma —“2022 Report on Implementation” of the Cyberspace Solarium Commission’s recommendations — including legislations that’s passed, in process, remaining challenges and impediments, as well as an update on what leadership changes in the House and Senate will mean for cyber legislation; and Fortress’ Andrea Schaumann discusses cyber lessons from the revelation that Chinese alloys made it into a magnet in F-35 Lightning II fighters made by Lockheed Martin with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Greg Ulmer, the executive Vice president of Lockheed Martin’s Aeronautics sector, discusses the future of combat aviation, the US Air Force’s Collaborative Combat Aircraft, lessons the US Navy is learning from operating the F-35C Lightning II, how to ensure the Next-Generation Air Dominance aircraft, the keys to speed, integrating with allies and partners, F-35 production rates, coping with inflation and more with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Amir Adnani, the president and CEO of Uranium Energy Corporation, America’s leading nuclear fuels firm, discusses the need for the United States to end its reliance on Russian nuclear fuels and increase investment in a sovereign source for both energy for clean energy and national security with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses who is also affiliated with the Center for a New American Security discusses the latest from Russo-Ukraian conflict, types of foreign weapons making their way on to the battlefield and the domestic political challenges Vladimir Putin faces in light of Russian setbacks; and Byron Callan of the independent Washington research firm Capital Alpha Partners also analyses the war and consensus views of the conflict, inflation affect on DoD and defense contractors , what he hopes to hear and see at the AFA Sea, Air and Cyber Conference and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
9/19/2022 • 32 minutes
Defense & Aerospace Report Podcast [Sep 18, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Performance of defense and aerospace equities during “brutal” week on Wall Street driven by recession fears after Federal Reserve suggests higher rates and FedEx posts 22 percent drop
— UK and European efforts to control energy prices as EC President Ursula von der Leyen warns of tougher times ahead
— Right-wing political successes in Italy and Sweden and whether they undermine EU cohesion
— Ukraine makes more battlefield gains against Russian forces as Vladimir Putin rebuked by Xi Jinping who makes clear the limits on the partnership between the countries and Narendra Modi calls for peace
— US-China decoupling accelerate as Beijing sanctions Raytheon Technologies CEO Greg Hayes and Ted Colbert, president and CEO of Boeing Defense, Space & Security
— Statement by Hayes that Boeing’s narrow-body airliner market share is likely to drop to 40 percent by 2025
— Look head to Airbus Capital Markets day next week
— The US Air Force’s Adaptive Engine Technology Program and whether the F-35 Lightning II fighter will get a new power plane to improve range and performance
— What to expect at the Air Force Association’s 2022 Air Space Cyber conference and trade show that celebrates the 75th anniversary of the US Air Force
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— How Washington and Brussels should support Kyiv as Ukraine’s offensive regains thousands of square miles of territory from Russian forces that appear to have fled in disarray
— Ways Russia may respond to Ukrainian battlefield successes
— Reports of atrocities committed by Russians after areas like Izium were liberated by Ukrainian forces and how revelations will shape
— Implications of Xi Jinping’s message to Vladimir Putin in Samarkand that the “limitless” partnership between China and Russia has clear limits
— Whether China sees opportunity in rebuilding Ukraine in the wake of devastating war that’s left the country in ruins
— Powerful address by European Commission President Ursula von der Leyen on the EU’s success and the importance of ensuring Ukraine’s victory and Russia’s defeat, and whether EU will remain united as right-wing parties gain power across Europe including Sweden and Italy
— The appetite in the US Congress for continued support for Ukraine
— Pressure that Washington may have to exert on Gulf states that have offered Russians haven from sanctions and move closer to China
— Update on National Defense Authorization Act, appropriations and continuing resolution to fund government
— Outlook for November elections as Trump-backed candidates continue to win Republican primaries and how Sen. Lindsey Graham, R-S.C., proposed national legislation to ban abortions at 15 weeks will impact House and Senate races
— Whether Donald Trump will face any penalties for taking and failing to return highly classified documents
— Roundup of major developments across Asia as the United Nations General Assembly prepares to convene
9/16/2022 • 1 hour, 33 seconds
Daily Podcast [Sep 15, ’22] Mitchell's Deptula Previews AFA Air Space and Cyber Conference
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Lt. Gen. Dave Deptula, USAF Ret., the dean of the Mitchell Institute for Aerospace Studies previews the upcoming Air Force Association Air Space and Cyber Conference.
9/15/2022 • 34 minutes, 25 seconds
Cyber Report [Sep 14, 22] Biden's Cyber Standards, BOMs & Improving Talent in the Workforce
On this week’s Cyber Report, sponsored by Fortress Information Security, Betsy Soehren-Jones, Fortress’s chief operating officer, discusses the Biden administration’s new cyber standards, using bills of origin and materials to identify and correct software and hardware vulnerabilities, and the importance of attracting a new generation of more diverse talent; and JC Vega, a retired US Army colonel who co-founded the Army Cyber Institute, discusses how deliver the diversity that the Cybersecurity and Infrastructure Security Agency seeks in its future workforce, how efforts to date have failed to deliver diversity, and what has to change to broaden access to desperately needed talent to improve the nation’s security with Defense & Aerospace Report Editor Vago Muradian.
9/14/2022 • 29 minutes, 56 seconds
Defense & Aerospace Daily Podcast [Sep 13, 22] CSBA's Dr. Tom Mahnken
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Tom Mahnken, the president and CEO of the Center for Strategic and Budgetary Assessments, discusses how to prepare for a security environment where China, Russia, Iran and North Korea work together against the rules based order, lessons China is drawing from Russia’s war on Ukraine and the international diplomatic-information-military-economic response to Moscow’s aggression, his think tank’s new China Strategic Choices tool and how it can shape better US and allied decision-making, lessons from the Intermediate Nuclear Forces agreement that are relevant today, the importance of a munitions strategy and properly resourcing weapons, the Biden administration’s new approach to Joint All Domain Command and Control, and the Taiwan Policy Act with Defense & aerospace Report Editor Vago Muradian.
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses who is also affiliated with the Center for a New American Security discusses Ukraine’s counteroffensive that’s clawed back thousands of square kilometers from Russian forces, how Moscow is likely to retaliate, Ukrainian and Russian capabilities, and how the setbacks are impacting Vladimir Putin’s popularity; and Byron Callan of the independent Washington research firm Capital Alpha Partners also analyses the war and consensus views of the conflict, next possible steps by Russia, why analysts are so wrong about the nature of threats going back to 9/11, whether a defeat in Ukraine changes European perceptions of Russia as a threat, Polish and German defense investment plans, the bullish case for US defense and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
9/12/2022 • 39 minutes, 9 seconds
Defense & Aerospace Report Podcast [Sep 11, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Defense and aerospace stock performance as Wall Street has its first winning week in a month
— European markets as pound and euro drop to new lows against the dollar as European Central Bank works common approach to fighting inflation and warns energy firms it might not be able to help with liquidity
— Global economic outlook as European struggles with energy and inflation, change in government in Rome sparks worries, Russia’s war on Ukraine continues and China’s covid lockdown spreads
— Ukraine’s counteroffensive gains ground from Russia as Washington pledges another $3 billion in arms for Kyiv and Eastern European NATO members
— What’s next from Russia as North Korea supplies millions of rockets and may deploy troops to help Moscow in Ukraine
— Whether a Russian military collapse would change rising defense spending levels
— Poland’s order of 96 AH-64E Apache attack helicopters from Boeing that would be Europe’s largest operator of the two-seat aircraft
— What next now that the Defense Contract Management Agency has halted delivery of Lockheed Martin’s F-35 Lightning II fighter after finding a banned Chinese alloy was included in a magnet made by a Honeywell subcontractor in all of the more than 800 jets already delivered
— What to expect from Britain’s new Prime Minister Liz Truss and her cabinet in which Ben Wallace remains defence secretary
— Legacy of Her Majesty Queen Elizabeth and her lifetime of exemplary service from World War II to seven decades on the throne and what to expect from King Charles and his extraordinary contacts among global leaders in government, industry and academia
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security.and Dr. Patrick Cronin of the Hudson Institute.
Topics:
— Washington pledges another $3 billion in aide to Ukraine as Kyiv regains grounds from Russian forces
— North Korea’s move to replenish Russia’s depleted munitions stocks with millions of rockets as well as troop
— Russia’s move to cut gas supplies to Europe, demanding sanctions imposed after Moscow invaded Ukraine to be dropped as European nations move to impose price, profit and energy-use caps
— The White House view of the Taiwan Policy Act as the Senate prepares to markup the measure to deepen and formalize cooperation between Washington and Taipei
— The future of the special relationship as Liz Truss becomes Britain’s new prime minister
— The implications of the passing of Her Majesty Queen Elizabeth, who passed away at age 96 yesterday after seven decades of exemplary service to the nation and ascension of King Charles III
— The global implications of the nature of classified materials found at former President Trump’s Florida residence
9/9/2022 • 56 minutes, 19 seconds
Daily Podcast [Sep 08, 22] Chip Gregson & Mark Montgomery on the Taiwan Policy Act
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Lt. Gen. Chip Gregson, USMC Ret., a former assistant secretary of defense for Asia Pacific Security affairs who is affiliated with the Center for the National Interest and advises the Global Taiwan Institute, and Rear Adm. Mark Montgomery, USM Ret., the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies and director of the bipartisan Cyber Solarium 2.0 Commission, discuss the Taiwan Policy Act under consideration by Congress with Defense & Aerospace Report Editor Vago Muradian.
9/8/2022 • 35 minutes, 13 seconds
Cyber Report [Sep 07, 22] FDD's Mark Montgomery & Ardalyst's Michael Speca
On this week’s Cyber Report, sponsored by Fortress Information Security, Rear Adm. Mark Montgomery, USN Ret., the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies who also the director of the bipartisan Cyber Solarium 2.0, discusses when Russia is likely to wage a cyber counteroffensive against the United States and its allies, how government and industry should prepare, how the Biden administration should address the cyber workforce shortfall across the US government, update on cyber elements of the House and Senate versions of the National Defense Authorization Act, and why the Navy’s officer and enlisted cyber communities needs to be designated as warfighters; and Ardalyst’s President Michael Speca discusses the importance of the joint connector software his company developed in partnership with Mandiant for Microsoft’s Sentinel, security threats, an update on the Cybersecurity Maturity Model Certification with Defense & Aerospace Report Editor Vago Muradian.
9/7/2022 • 28 minutes, 23 seconds
Defense & Aerospace Daily Podcast [Sep 06, 22] Exit Interview w/ DIU's Mike Brown
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Mike Brown, the director of the Defense Innovation Unit, in his final interview before stepping down from his post, discusses the nature of technological competition with adversaries like China and Russia, the imperative for speed and innovation, lessons from Russia’s war on Ukraine, how to help the Pentagon be a rapid adopter of ever faster moving commercial technology, the keys to speed as well as the impediments, talent management and more with Defense & Aerospace Report Editor Vago Muradian.
9/6/2022 • 45 minutes, 22 seconds
Defense & Aerospace Report Podcast [Sep 05, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— The week in world markets as investors grapple with end of bear market rally as fears that US hiring is slowing and concerns over European inflation and soaring energy prices
— Russia’s move to stop gas exports to Europe until sanctions are lifted and whether demonstrations against rising gas and food prices in Czech Republic could spread
— European defense program impact as governments scramble to offset rising energy costs
— Impact of inflation and weak euro on European industry
— Inflation impact on commercial air travel
— US defense contractors call on Pentagon to cover higher materials, services and labor costs
— Departure of Airbus CFO Dominik Asam
— Tory party picks Liz Truss to succeed Boris Johnson as Prime Minister sparking worries in Washington, Brussels, Paris and elsewhere
— US Air Force and Israel order KC-46 tanker aircraft from Boeing
— Mikhail Gorbachev’s legacy
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, and Dr. Patrick Cronin of the Hudson Institute.
Topics:
— Whether Alaska Democrat Mary Peltola victory over former Gov. Sarah Palin, who was widely expected to fill the state’s open congressional seat, suggests that Democrats might retain the House in November
— Ukraine launches its long-awaited counteroffensive against Russia as Moscow cuts off gas to Europe and international inspectors finally arrived at the Zaporizhzhia nuclear power plant
— Danish referendum clears way for Copenhagen to join EU defense structure
— What’s next as China increases intrusions into Taiwanese airspace that prompted Taipei to shoot down a Chinese drone last week
— Japan’s defense cooperation agreement with Israel
— Days after the US Air Force struck Iranian-backed militia in Syria accused of attacking Americans, Iran attempted to hijack an unmanned Saildrone Explorer surface vessel operated by the US Navy in the Arabian Gulf
— Latest on negotiations to revive Iran nuclear deal
— Legacy of Mikhail Gorbachev who crafted strategy of perestroika and glasnost — of restructuring and openness — that led to the collapse of the Soviet Union and inadvertently the rise of Vladimir Putin who lamented the end of the Soviet empire as one of the 20th century’s greatest tragedies
9/1/2022 • 46 minutes, 50 seconds
Cyber Report [Aug 31, 22] Atlantic Council's Justin Sherman on Hackers, Hoodies and Helmets
On this week’s Cyber Report, sponsored by Fortress Information Security, Justin Sherman of the Atlantic Council and a Wired Magazine contributor, discusses Russian efforts to sow disinformation in the West, how to counter it, why it’s an important issue for the cyber community, the recent Atlantic Council report he coauthored — “Hackers, Hoodies, and Helmets: Technology and the Changing Face of Russian Private Military Contractors” — how such groups are expanding their capabilities beyond the battlefield to political and cyber warfare including offensive cyber operations, how to consider their role as combatants under the laws of war, and the latest revelations from a Twitter whistleblower with Defense & Aerospace Report Editor Vago Muradian.
8/31/2022 • 30 minutes, 47 seconds
Defense & Aerospace Daily Podcast [Aug 30, 22] Building a Better Rocket Propellant
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Wes Naylor, a retired US Navy captain who is now the CEO of Helicon, who is developing drop-in-ready, upgraded propellant binder that will improve the performance of missiles, rockets, aerospace propulsion systems and munitions for government and commercial customers.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses many elements of Russia’s stalemated war on Ukraine and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
8/29/2022 • 27 minutes, 9 seconds
Defense & Aerospace Report Podcast [Aug 28, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Down broader market and performance of aerospace and defense group as Federal Reserve Chairman Jerome Powell’s remarks in Jackson Hole collide with Wall Street’s perceptions on battle against inflation
— Further decoupling between China and rest of the world on commercial aviation as well as industrials
— Update on Russia’s war on Ukraine and failure of European governments to more clearly explain that rising energy prices are Vladimir Putin’s fault
— Whether rising energy prices will force European governments to dial back support for Ukraine as Moscow continues to use energy as a weapon
— Impact on commercial and business aviation as Europe pushes for more environmental sustainability in the wake of record heat wave
— Australia’s acquisition of 60 Sikorsky UH-60 Black Hawk helicopters and delivery of Boeing-Leonardo MH-139 Grey Wolf aircraft to the US Air Force
— Lessons from NH-90 and Tiger programs for Airbus Helicopters
— Air Force Secretary Frank Kendall expresses interest interest in Australia’s Ghost Bat aircraft for USAF’s Next-Generation Air Dominance program
— Keel laying of the ninth Enterprise for the US Navy at HII’s Newport News Shipbuilding and outlook for multi-year contract for two more Ford-class aircraft carriers
— Impending launch of NASA’s Artemis mission on 42-day unmanned journey that returns America to the moon
8/28/2022 • 59 minutes, 44 seconds
Defense & Aerospace Podcast [Washington Roundtable Aug 26, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— With five legislative weeks left in this Congress and members leaving Washington to hit the campaign trail, an update on prospects for a continuing resolution, National Defense Authorization Act and appropriations
— Primary outcomes including in New York’s 19th district and what they mean for upcoming elections
— Whether President Biden’s college debt relief package will help his party’s prospects and how it could impact defense spending
— What’s next in Russia’s war against Ukraine as Vladimir Putin authorizes another 137,000 troops for the Army in the wake of ultranationalist propagandist Darya Dugin’s reported killing
— Implications of two power interruptions forcing Europe’s largest nuclear plant in Zaporizhzhia to resort to backup power
— How Washington and its allies have to better plan and prepare for Russia’s brand of nefarious warfare that includes brutality and targeting nuclear plants, and other actions considered out of bounds by Western powers
— Whether the $4 billion in new US arms assistance to Ukraine changes the game
— Roundup of Asia news, including China’s continued provocations in the wake of additional visits to Taipei by international lawmakers in the wake of House Speaker Nancy Pelosi’s visit to Taiwan
— Rising concerns over South Korea’s reliability as an ally as Seoul refrains from criticizing China in the wake of Beijing’s intimidation of Taiwan and move to provide more than $2 billion in Russian components for nuclear project in Egypt
— Importance of focusing on North Korea as attention focuses on China’s recent military exercises around Taiwan
— Latest Turkish-Israeli rapprochement as hopes rise that new India-Israel-UAE-US “quad” will become a positive force for regional stability, and prospect for a new Iran nuclear deal
8/26/2022 • 48 minutes, 7 seconds
Defense & Aerospace Daily Podcast [Aug 25, 2022] Accelerating Weapons Production as a Deterrent
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Jerry McGinn, the executive director of the Center for Government Contracting in the School of Business at George Mason University, and Dr. Bill Greenwalt of the American Enterprise Institute, discuss how to accelerate production of weapons needed to deter China and Russia, how to work more closely with allies and partners, better identify supply chain bottlenecks at home and aboard for faster component and system substitution, and how the Pentagon can do better including more effectively harness the Defense Innovation Unit with Defense & Aerospace Report Editor Vago Muradian.
8/25/2022 • 33 minutes, 10 seconds
Cyber Report [Aug 24, 22] Developing an Industry-Wide Cybersecurity Framework for Uncrewed Vehicles
On this week’s Cyber Report, sponsored by Fortress Information Security, our guests are Michael Robbins, executive vice president, government & public affairs at the Association for Uncrewed Vehicle Systems International (AUVSI) and Tobias Whitney, vice president of strategy and policy for Fortress Information Security discuss their effort to establish an industry-wide cybersecurity model and a suite of voluntary standards to address cyber risks specific to uncrewed systems and robotics.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Leigh Madden, the CEO of Epirus, an innovative power management company founded in 2018 — named for the magical bow with infinite arrows wielded by the Greek hero Theseus — to develop high-power microwave systems to counter drones and cruise missiles, discusses the firm’s innovative approach, the growing threat, lessons from the Russia’s war on Ukraine, growing a small business in the Pentagon’s defense innovation ecosystem, competing against established primes and the difference between leading a new small firm and the national security arm of industry titan Microsoft with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses takeaways from this year's Primer 2.2, Russia’s war on Ukraine and a look at the week ahead and Sam Bendett of the Center for Naval Analyses discusses Russia’s Army 2022 conference and tradeshow as well as the latest from the Russo-Ukraine conflict.
8/22/2022 • 33 minutes, 33 seconds
Defense & Aerospace Report Podcast [Aug 21, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Aerospace and defense stock performance as bull market ends and investors ponder inflation and reception outlook as eyes turn to Federal Reserve Chairman Jerome Powell’s comments next Friday in at Jackson Hole symposium
— European outlook as level of the Rhine River rises to permit greater traffic as record heat wave expected to take wider agricultural and economic toll across Europe
— Commercial air travel future as cancellations, hassles and remote work gain in popularity
— UK leadership contest as Liz Truss appears poised to beat Rishi Sunak to become Britain’s 78th prime minister
— Implications of suborning the independence of the Bank of England to No. 10’s authority
— Turkey’s order for second S-400 surface-to-air missile battery from Russia and implications of the deal on filling Ankara’s need for new combat aircraft
American Airlines order for 20 Overture supersonic jets from Boom
— Future of supersonic commercial travel as inflight connectivity improves and climate worries mount
8/21/2022 • 46 minutes, 20 seconds
Defense & Aerospace Podcast [Washington Roundtable Aug 19, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute and Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security.
Topics:
— Role of past Republican leaders including former Vice President Dick Cheney in the political culture that claimed his daughter, Rep. Liz Cheney, R-Wy., who lost her primary race to Harriet Hageman
— Update on Russia’s war on Ukraine and potential triggers that could change the course of the conflict, including whether battlefield defeat for Russia is the only way to topple Vladimir Putin
— How Ukraine war has already spread globally, including potential North Korean role in the conflict indirectly through arms supplies and directly through troop deployment
— Impact of Wagner Group mercenaries and whether they can tip the battlefield balance
— China’s new stance in the wake of its wargames around Taiwan to protest visits by leading American lawmakers to Taipei
— Outlook for the relationship as Beijing hardens its stance and Washington looks to expand support for Taiwan
— Prospects for the Taiwan Policy Act and anticipating Beijing’s reaction
— China’s encouragement of North Korea’s role on Russia’s behalf in Ukraine conflict
— Political upheaval for LDP leaders in wake of assassination of former Prime Minister Shinzo Abe after revelations of links between party and the Unification Church
— Roundup of Middle East news flow including Iran nuclear talksOn this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute and Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security.
Topics:
— Role of past Republican leaders including former Vice President Dick Cheney in the political culture that claimed his daughter, Rep. Liz Cheney, R-Wy., who lost her primary race to Harriet Hageman
— Update on Russia’s war on Ukraine and potential triggers that could change the course of the conflict, including whether battlefield defeat for Russia is the only way to topple Vladimir Putin
— How Ukraine war has already spread globally, including potential North Korean role in the conflict indirectly through arms supplies and directly through troop deployment
— Impact of Wagner Group mercenaries and whether they can tip the battlefield balance
— China’s new stance in the wake of its wargames around Taiwan to protest visits by leading American lawmakers to Taipei
— Outlook for the relationship as Beijing hardens its stance and Washington looks to expand support for Taiwan
— Prospects for the Taiwan Policy Act and anticipating Beijing’s reaction
— China’s encouragement of North Korea’s role on Russia’s behalf in Ukraine conflict
— Political upheaval for LDP leaders in wake of assassination of former Prime Minister Shinzo Abe after revelations of links between party and the Unification Church
— Roundup of Middle East news flow including Iran nuclear talks
8/19/2022 • 54 minutes, 2 seconds
DEFAERO Strategy Series [Aug 18, ’22] RAND's Timothy Heath
Dr. Timothy Heath, a senior international defense researcher at the RAND Corporation who served as the senior analyst for the US Pacific Command’s China Strategic Focus Group, discusses the new report — co-authored with Kristen Gunness and Tristan Finazzo — “The Return of Great Power War:Scenarios of Systemic Conflict Between the United States and China,” what would drive Beijing to change its global posture, how best to deter China from miscalculating, the stability of the regime, and how Washington should shore up its global alliances and more with Defense & Aerospace Report Editor Vago Muradian. This conversation is sponsored by General Atomics Aeronautical Systems and devoted to the memory of one of the nation’s greatest national security strategists, Andy Marshall, the former director of the Pentagon’s Office of Net Assessment. The strategy series is not affiliated with the Andrew W. Marshall Foundation.
On this week’s Cyber Report, sponsored by Fortress Information Security, our guests Andrea Schaumann, the director of federal programs and partnerships at Fortress and Joshua Steinman, co-founder of Galvanick and former deputy assistant to the president for national security affairs and senior director for cyber security, discuss growing the cyber workforce, highlights from this year's Black Hat and Defcon cyber conferences and best practices for keeping the United States ahead of adversaries and competitors.
8/17/2022 • 31 minutes, 7 seconds
Defense & Aerospace Daily Podcast [Aug 16, 2022] Jerry Hendrix on the Navy's Littoral Hubris
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guest is Jerry Hendrix, PhD, President of Hendrix and Associates LLC and Senior Fellow at the Sagamore Institute on his recent National Review article "The Navy’s Littoral Hubris," how the service bet its future on a mistaken assumption. During our conversation we discussed the troubled Littoral Combat Ship program, Navy force structure and why culture may be the root cause of many of the Navy's recent operational and programatic stumbles.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses discusses Russia’s Army 2022 conference and tradeshow as Moscow continues its war on Ukraine, what’s next in the conflict, an assessment of the impact of Kyiv’s strikes on Russian-occupied Crimea; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses takeaways a year after America’s chaotic withdrawal from Afghanistan, Russia’s war on Ukraine, and the threat of terrorism from foreign and domestic extremism, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
8/15/2022 • 33 minutes, 38 seconds
Defense & Aerospace Report Podcast [Aug 14, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Wall Street rebounds as Consumer Price Index drops on falling oil prices and core inflation rate dips to 3.8 percent
— Market still sees US recession after two quarters of negative growth
— Commercial aircraft travel outlook as traffic appears to peak
— Outlook for further decoupling with China in the wake of CHIPS Plus legislation accelerating US technology, workforce and industrial investment
— Europe and decoupling with China in wake of Beijing’s alliance with Russia
— Economic impact of Europe’s energy and water problems
— Airbus and Boeing delivery figures
— Boeing resumed 787 deliveries to American Airlines after 14-month delay
— Ukraine war update as Kyiv employs superior Western weaponry
— Update on US earnings and QinetiQ’s acquisition of Avantus
— USAF comments whether powerplants produced through the Adaptive Engine Technology Program will be the adaptive cycle jet engines that will power the service’s future combat aircraft
8/14/2022 • 53 minutes, 6 seconds
Defense & Aerospace Podcast [Washington Roundtable Aug 12, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Michael Herson of American Defense International, Lt. Gen. Wallace “Chip” Gregson, USMC Ret., former assistant secretary of defense for Asian and Pacific Security Affairs who is also a distinguished senior fellow with Sasakawa Peace Foundation USA and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member).
Topics:
— House passage of Inflation Reduction Act and implications on midterm elections
— Defense authorization and appropriations update
— Why Congress should approve Defense Secretary Lloyd Austin’s request for $500 million to fund “critical munitions” for Ukraine
— Primaries and former President Trump’s hold on Republican Party
— Whether Biden administration’s increased military assistance to Ukraine is enough to help Kyiv prevail
— Ukraine’s strikes in Russian-occupied Crimea as Moscow turns Europe’s largest nuclear power plant into a base to attack Ukrainian targets
— China’s continued intimidation of Taiwan and whether Beijing has shifted its strategy to forcibly uniting with the island democracy
— Wider political and civil-military implications of FBI raid Trump’s Florida home to secure nuclear-related documents
— Analysis of the unprecedented challenges faced by Joint Chiefs Chairman Gen. Mark Milley during his tenure as Trump’s senior military adviser
— Iran nuclear talks progress to uncertain outcome
— Biden signs legislation to treat active duty and veterans suffering from burn pit-related health problems
8/12/2022 • 1 hour, 31 seconds
DEFAERO Strategy Series w/ CSIS' [Aug 11, ’22] CSIS' Mark Cancian
Col. Mark Cancian, USMC Ret., a senior advisor with the International Security Program at the Center for Strategic and International Studies, discusses how to structure productive wargames, their value, the importance of playing games repeatedly, the takeaways from his ongoing series of games focused on a Chinese invasion of Taiwan that could improve US strategy and capabilities acquisition, capabilities needed against China and Russia, examples of good and bad strategy and more with Defense & Aerospace Report Editor Vago Muradian. This conversation is sponsored by General Atomics Aeronautical Systems and devoted to the memory of one of the nation’s greatest national security strategists, Andy Marshall, the former director of the Pentagon’s office of net assessment. The strategy series is not affiliated with the Andrew W. Marshall Foundation.
8/11/2022 • 52 minutes, 43 seconds
Cyber Report [Aug 10, 22] Hudson's Ezra Cohen on Improving National Cyber Defenses
On this week’s Cyber Report, sponsored by Fortress Information Security, Ezra Cohen, an adjunct senior fellow at the Hudson Institute who served as the acting under secretary of defense for intelligence during the Trump administration, discusses authorities needed to improve national cyber defenses, the logic of separating the National Security Agency and the US Cyber Command, cyber lessons from Russia’s war on Ukraine and Chinese operations, role of US government in information warfare, and speeding security clearances with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Eric Fanning, the president and CEO of the Aerospace Industries Association, discusses takeaways from the recent Farnborough International Airshow, the outlook for US defense spending, implications of the CHIPS plus legislation and the climate-healthcare-tax package that cleared the Senate over the weekend and faces House passage, how to address inflation, supply chain and workforce challenges, improving the relationship between government and industry, and the evolving antitrust approach of the Biden administration as officials revisit Northrop Grumman‘s acquisition of OrbitalATK with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses China’s effort to intimidate Taiwan with military exercises around the island nation, analyses the defense and aerospace implications of the new climate-healthcare-tax deal as well as the Chips Plus legislation, and deeper analysis of trends in recent second quarter earnings, and looks at the week ahead; and Kevin Seymour, the CEO of ASTRAIUS, discusses how the UK-US based small and medium satellite launch company can revolutionize the market for truly operationally responsive space using military and civilian transport aircraft with Defense & Aerospace Report Editor Vago Muradian.
8/8/2022 • 34 minutes, 42 seconds
Defense & Aerospace Report Podcast [Aug 06, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Broader market update and defense and aerospace performance as positive jobs numbers drive inflation concerns
— Low cost as the driver of JetBlue Airways’ $3.7 billion acquisition of Spirit Airlines and the US Special Operations Command’s decision to pick the Sky Warden by L3Harris and Air Tractor for the Armed Overwatch Program
— A look at earnings takeaways as Air Lease, Bombardier, Embraer, Hensoldt, HII, Leidos, Mercury Systems, Parsons, Rheinmetall, Rolls-Royce, Spirit Aerosystems, Teledyne, and Triumph Group report second quarter and first half 2022 results
— Airbus cancels Qatar Airways A350 order in the wake of the suppliers’ cancellation of the Gulf carrier’s A321 purchase in a dispute over the quality of the European company’s aircraft
— Insights from Bank of America Merrill Lynch’s meeting with Airbus CEO Guillaume Faury and CFO Dominic Asam
8/7/2022 • 44 minutes, 38 seconds
Defense & Aerospace Podcast [Washington Roundtable Aug 05, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security, Michael Herson of American Defense International and Dr. Tom Karako, the director of the Missile Defense Project at the Center for Strategic and International Studies.
Topics:
— Update on National Defense Authorization Act and appropriations deliberations that are expected to yield a $60 billion increase over the Biden administration’s 2023 Pentagon budget request
— President Biden’s successful weeks that include CHIPS Plus passage and PACT Act votes, plus the reconciliation deal that will secure Senate passage of his signature climate, healthcare and tax package
— Whether dropping gas prices, legislative wins and opposition to abortion bans change political prospects for mid-term elections in November for GOP to retake House and Democrats to retain Senate
— Whether House Speaker Nancy Pelosi’s historic visit to Taipei was an unnecessary provocation or merely an opportunity for China to manufacture outrage to stage live-fire aimed at intimidating Taiwan and the region
— What’s next in Russia’s war on Ukraine as Washington increases sanctions and promises more amid as Kyiv prepares an new offensive
— Will Washington send Moscow the wrong signal by trading arms dealer Victor Bout and KGB murderer Vadin Krasikov for hostages like Brittany Griner and Paul Whelan
— Message in 95-1 Senate approval for Finland and Sweden to join NATO
— Biden’s precision strike that killed Al Qaida leader and 9/11 Ayman al-Zawahiri in Kabul and whether the move validates the administration’s over the horizon strategy to hold terrorists at risk, a year after America’s shambolic withdrawal from Afghanistan
— Deputy Defense Secretary Kath Hicks’ decision to tap the US Air Force for the homeland cruise missile and unmanned aircraft defense mission and funding a mission that is equally important in the Pacific as in Europe
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Tom Siebel, the chairman and CEO of C3.ai, discusses the Pentagon’s approach to harnessing artificial intelligence for military applications, the importance of leveraging commercial technology for rapid adoption, AI as a service, and how the company plans to grow its DoD business through investment in technology and people like former Joint Chiefs Vice Chairman Gen. John Hyten, USAF Ret., with Defense & Aerospace Report Editor Vago Muradian.
8/4/2022 • 37 minutes, 40 seconds
Cyber Report [Aug 03, 22] CNAS' Daniel Silverberg on Cybersecurity Threats & Information Sharing
On this week’s Cyber Report, Daniel Silverberg, adjunct senior fellow at the Center for a New American Security and the managing director of the corporate practice at the Capstone consultancy discusses cybersecurity threats and information sharing following the July 28 CNAS hosted virtual discussion with Anne Neuberger, Deputy National Security Advisor for Cyber and Emerging Technology at the National Security Council.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses discusses the status of Russia’s war on Ukraine, what’s next in the conflict, how new weapons are changing Kyiv’s capabilities and how Moscow is responding, and ways that China could help Russia in the wake of House Speaker Nancy Pelosi’s visit to Taipei; and Sikorsky President Paul Lemmo on the company’s Raider and Defiant aircraft competing for the US Army’s Future Vertical Lift competitions, supply chains and inflation, and delivering programs faster with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses DoD’s budget increase, Russia’s stalemated war on Ukraine, Poland’s decision to buy South Korean weapons and new entrants into the defense market, takeaways from recent defense and aerospace earnings disclosures, share buybacks and corporate investment, the Biden administrations move to revisit Northrop Grumman’s acquisition of Orbital ATK, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
8/1/2022 • 30 minutes, 33 seconds
Defense & Aerospace Report Podcast [Jul 31, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Wall Street posts a strong week as Washington debates whether America is in recession and markets brace for higher inflation
— Performance of aerospace and defense shares on markets as companies report second quarter and first half 2022 earnings
— Potential travel impact of World Health Organization’s decision to label monkeypox as a public health emergency
— Expectations and reality regarding defense spending as Poland sends Germany a message in major arms order from South Korea
— How supply chain challenges might give South Korean suppliers a tail wind
— Supply chain, inflation and workforce emerge as common themes as Airbus, Albany, Babcock, BAE Systems, Boeing, Crane, Garmin, General Dynamics, HEICO, Hexcel, L3Harris, Leonardo, MTU, Northrop Grumman, Raytheon Technologies, Rheinmetall, Safran, Teledyne, and Textron report
— Analysis of Airbus and Boeing results as giants grapple with supply chain challenges with implications across the commercial aviation ecosystem
7/31/2022 • 49 minutes, 38 seconds
Defense & Aerospace Report Podcast [Jul 24, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, in segment one on our guest is Gareth Rogers, CEO of Farnborough International; in segment two we talk to our round table “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Broader market and Farnborough International Airshow impact on defense and aerospace stocks
— Lockheed Martin, Saab and Thales earnings takeaways
— Analysis of major Farnborough headlines including commercial aircraft orders, defense spending and announcements, sustainability and supply chains
— Japan joins UK-Sweden-Italy Tempest next-generation combat aircraft program
— Whether industrial partners on French-German-Spanish SCAF future fighter program will reach agreement by year’s end and absent agreement Airbus might turn toward Team Tempest
— Czech decision to acquire F-35 Lightning II
— Cost of replacing Russian and Chinese firms from supply chains as well as energy impact
— Federal Trade Commission decision to open investigation into Northrop Grumman’s 2018 acquisition of Orbital ATK
— Look ahead to Boeing, General Dynamics, Hexcel, L3Harris, Northrop Grumman and Raytheon Technologies earnings
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Update on Senate version of National Defense Authorization Act and appropriations process
— CHIPS-USICA, Reconciliation and Build Back Better sagas
— Ukrainian First Lady Olena Zelenskyy’s visit to Washington and congressional support for Kyiv
— Russian Foreign Minister Sergei Lavrov’s statement that Moscow’s plan is to seize more Ukrainian territory than Donbas and Luhansk
— EU moves to curb demand for Russian energy as Moscow restarts gas flows to Europe to demonstrate Vladimir Putin’s leverage and divide the alliance
— Whether this is President Biden’s “Berlin Airlift” moment to quickly ship oil and gas to Europe to counter Russia’s weaponization of energy supplies
— China’s alliance with Russia and the new weapons Beijing is preparing to field
— Chinese reaction to reports at House Speaker Nancy Pelosi, D-Calif., is planning to visit Taiwan
— Sri Lanka’s instability and implications for the region
— Tehran meeting of Iran’s Ayatollah Ali Khamenei, Turkey’s Recip Tayip Erdogan and Putin
— Assessment of Biden’s Saudi Arabia visit
7/22/2022 • 45 minutes, 56 seconds
Daily Podcast [Jul 21, 2022] Northrop Grumman's Tom Jones & Farnborough Day 4 Recap
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Tom Jones, the president of Northrop Grumman’s Aeronautics Systems sector, discusses accelerating acquisition, how the B-21 bomber program is moving fast, what it will take to ensure the US Air Force’s Next Generation Air Dominance effort is a success, USAF Chief of Staff Gen. CQ Brown’s Integrated by Design concept, and mitigating supply chains and inflation impacts; and Dr. “Rocket” Ron Epstein of Bank of America Merrill Lynch with his key takeaways from this week’s Farnborough International Airshow with Defense & Aerospace Report Editor Vago Muradian.
7/21/2022 • 27 minutes, 26 seconds
Daily Podcast [Jul 20, 2022] Airbus Defence's Mike Schoellhorn & Farnborough Day 3 Recap
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Mike Schoellhorn, the chief executive officer of Airbus Defence & Space, discusses the change in security environment in the wake of Russia’s invasion of Ukraine, grappling with supply chain challenges, substituting Russian and Chinese suppliers, the France-German-Spanish SCAF combat aircraft program, and growing in the US market; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses takeaways from the first three days of the Farnborough International Airshow with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Ted Colbert, the president and CEO of Boeing Defense, Space & Security, discusses lessons from the company’s challenges, culture change, improving integration with allies and partners, moving faster and the future of military aviation; and Richard Aboulafia of the Aerodynamic Advisory consultancy on key headlines from Day Two of the Farnborough International Airshow with Defense & Aerospace Report Editor Vago Muradian.
7/19/2022 • 32 minutes, 9 seconds
Defense & Aerospace Daily Podcast [Jul 18, 2022] Sec Frank Kendall & Farnborough Day 1 Recap
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Air Force Secretary Frank Kendall discusses lessons from Russia’s Ukraine war, improving alliance interoperability, addressing fast-moving needs, nuclear modernization and the Next Generation Air Dominance program; and Sash Tusa of the independent equity research firm Agency Partners discusses the British government’s announcement that Japan would be joining the UK-Sweden-Italy Tempest future combat aircraft program with Defense & Aerospace Report Editor Vago Muradian.
7/18/2022 • 28 minutes, 32 seconds
Defense & Aerospace Report Podcast [Jul 17, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, in segment one on our guest is Gareth Rogers, CEO of Farnborough International; in segment two we talk to our round table “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Countdown to the start of the Farnborough International Airshow
— US and European defense and aerospace market performance
— Commercial air travel update as domestic and international flights delayed by range of factors
— Look ahead to key issues and themes worth tracking at this year’s Farnborough International Airshow
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Update on authorization and appropriations, reconciliation, BBB and USICA
— Latest on Russia’s war on Ukraine as Moscow grinds ahead while using energy and food as weapons to divide the Western alliance
— The need to accelerate weapons shipments to Ukraine while also helping speed training
— China’s increasing propaganda campaign to undermine US leadership in Asia against Beijing
— Japan’s security agenda in the wake of LDP victory and the assassination of former Prime Minister Shinzo Abe
— President Biden’s warm welcome to Israel and pledge with Prime Minister Yair Lapid to prevent a nuclear Iran
— What Biden can achieve in Saudi Arabia
— Concerns among America’s allies on slow pace of arms exports
7/15/2022 • 51 minutes, 36 seconds
Daily Podcast [Jul 14, 2022] Review of the First Half of 2022 w/ Patrick Cronin and Randy Schriver
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Patrick Cronin of the Hudson Institute and Randy Schriver, a former assistant secretary of defense for Indo-Pacific security affairs who’s now the chairman of the Project 2049 Institute discuss major issues with China and across Indo-Pacom during the first half of 2022 that will shape the rest of the year and beyond with Defense & Aerospace Report Editor Vago Muradian.
7/14/2022 • 33 minutes, 21 seconds
Cyber Report [Jul 13, 22] First Half of '22 Headline Review w/ Jim Lewis & Mark Montgomery
On this week’s Cyber Report, Dr. Jim Lewis, the director of the Strategic Technologies Program at the Center for Strategic and International Studies, and Rear Adm. Mark Montgomery, USN Ret., the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies and a Cyberspace Solarium Commission senior advisor, review key cyber events in 2022 and what to expect through the end of the year with Defense & Aerospace Report Editor Vago Muradian.
7/13/2022 • 27 minutes, 56 seconds
Defense & Aerospace Daily Podcast [Jul 11, 2022] CAVAS Ships Team Reviews First Half of 2022
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Chris Cavas and Chris Servello, the co-hosts of the CavasShips podcast discuss major Navy issues in the first half of 2022 that will shape the rest of the year and beyond with Defense & Aerospace Report Editor Vago Muradian.
7/12/2022 • 31 minutes, 31 seconds
Defense & Aerospace Daily Podcast [Jul 11, 2022] Byron Callan Review of the First Half of 2022
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses major issues in the first half of 2022 that will shape the rest of the year and beyond, and a look ahead at the week with Defense & Aerospace Report Editor Vago Muradian.
7/11/2022 • 26 minutes, 6 seconds
Defense & Aerospace Report Podcast [Jul 10, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, in segment one on our guest is David Tweedie, the general manager for advanced combat engines at GE Edison Works dedicated to the research, development and production of advanced technology military power plants; in segment two our guest is Joe Muir, the aerospace commercial director at Farnborough International; in segment three we talk to our round table “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Update on GE’s XA100 adaptive cycle jet engine for future programs as well as an alternative power plant for the F-35 Lightning II
— Look ahead to the Aerospace Global Forum at the upcoming Farnborough International Airshow
— Analysis of British Prime Minister Boris Johnson’s resignation and who will replace him as Defence Secretary Ben Wallace withdraws from race
— Analysis of Boeing CEO David Calhoun’s comments regarding possible termination of 737 Max 10 jetliner
— Broader market drivers for the week and defense and aerospace stock performance
— Airbus six-month delivery figures
— Move by Russian commercial aircraft lessors to return their Western aircraft
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Dr. Kathleen McInnis, the director of the Smart Women, Smart Power Initiative at the Center for Strategic and International Studies and Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security.
Topics:
— Legacy of former Japanese Prime Minister Shinzo Abe in the wake of his assassination during a campaign rally outside Osaka
— Beijing’s statement that unification with Taiwan a matter of Chinese rejeuvenation
— British Prime Minister Boris Johnson’s resignation, his legacy and who might succeed him at No. 10
— Joint MI5-FBI statement on China, and Director of National Intelligence’s warning on Beijing’s efforts to influence US state and local governments
— Turkey’s decision to allow a Russian ship carrying stolen Ukrainian grain to leave a Turkish port
— Update on President Biden’s trip to the Middle East and status of Iran nuclear talks
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses and a visiting fellow at the Center for a New American Security, discusses Russia’s grinding advance into Ukrainian territory, how Western weapons are helping Kyiv, Vladimir Putin’s crackdown on Russians, and an update on Moscow’s tactics and new weapons; and Dr. Alex Walmsley of the Royal United Services Institute among many other affiliations on the resignation of Boris Johnson as Britain’s prime minister, likely successors and the budget outlook for UK military modernization with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Cyber Report, sponsored by Fortress Information Security, Robert Salvia, Fortress’ vice president for professional services, discusses WatchGuard’s first quarter threat report on ransomware, how threat awareness is improving and the balance between good guys and bad ones; and Philip Niedermair and David Moon of the National Cyber Group discuss how the company is working to fill a growing workforce gap that needs to be bridged for the nation’s security and economic prosperity, and the need for better through life cyber literacy and education with Defense & Aerospace Report Editor Vago Muradian.
7/6/2022 • 34 minutes, 23 seconds
Daily Podcast [Jul 05, 2022] Bryan Clark on Building a Team for Next Generation Air Dominance
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Cdr. Bryan Clark, USN Ret., the director of the Hudson Institute’s Center for Defence Concepts and Technology, discusses the report he co-authored with his colleague Dan Patt — “Building a Team for Next Generation Air Dominance” — what’s needed to achieve the necessary teaming across manned and unmanned platforms as well as between the Air Force and Navy as well as with allies, the need for subsystems commonality across platforms, and an update on Japanese-American military cooperation with Defense & Aerospace Report Editor Vago Muradian.
7/5/2022 • 29 minutes, 6 seconds
Defense & Aerospace Report Podcast [Jul 04, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guest in segment one is Kevin Craven, CEO of ADS Group; in segment two our roundtable with “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— US and European markets roundup including defense and aerospace sector stock performance
— Takeaways from NATO’s summit meeting and whether readiness goals are realistic much less achievable
— US move to allow Turkey to acquire more F-16 fighters and Sweden’s decision to buy as many as four Saab GlobalEye airborne warning and control aircraft
— Air travel outlook as carriers struggle to meet surging post-pandemic demand
— Chinese orders for some 200 Airbus A321neo aircraft as Boeing urges the US government to soften stance on China so Beijing orders more American jets
— Update commercial space launch market as Virgin Orbit places seven DoD satellites into orbit
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security, Heather A. Conley, president of the German Marshall Fund and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member).
Topics:
— Key takeaways from consequential NATO summit that included a new strategy, new US headquarters in Poland, growing rapid reaction force to 300,000, and technology investment
— Analysis of alliance’s new strategic concept and Turkey’s decision, for now, to allow Finland and Sweden to join NATO in exchange for tougher stance on terrorism
— Whether alliance has staying power in the face of Russian efforts to undermine cohesion using energy, food and propaganda as weapons
— Beijing’s view of NATO summit and G7 pressure on Russia
— Xi Jinping’s trip to Hong Kong on 25th anniversary of city’s turnover from British to Chinese rule
— Update on impending Israeli election and Iran nuclear talks
— Challenges recent Supreme Court verdicts on guns, abortion, religion and government’s regulatory limits have on the Pentagon and military members
— Global perceptions of high court’s rulings
7/1/2022 • 57 minutes
Daily Podcast [Jun 30, 2022] Former Navy and SOCOM Acquisition Chief Hondo Guerts
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Hondo Geurts, a former US Air Force colonel who served as both Special Operations Forces acquisition chief as well as the assistant secretary of the Navy for research, development and acquisition, discusses the article he co-wrote with Gen. Joe Votel, USA Ret., the president at Business Executives for National Security — “Forging the Industrial Network the Nation Needs” that ran on The National Interest website — why DoD needs a guiding vision for its industrial base and why a networked approach is critical, how to drive change, overcoming bureaucratic and cultural barriers, lessons learned from failed major programs like Littoral Combat Ship and more with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Cyber Report, sponsored by Fortress Information Security, Rear Adm. Mark Montgomery, USN Ret., the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies who is also a senior adviser on the bipartisan Cyberspace Solarium Commission, discusses cyber-related appropriations as well as House and Senate budget markups with a roundup of key service-specific moves; and Heather Penney, a senior resident fellow at the Mitchell Institute for Aerospace Studies, discusses why it’s so important to get operators and technical personal on the same page when it comes to cyber and artificial intelligence with Defense & Aerospace Report Editor Vago Muradian. Northrop Grumman also support our cyber coverage overall.
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, Trae' Stephens, the co-founder and executive chairman of Anduril Industries who is also a partner at the Founders Fund, discusses what’s different about Anduril, lessons from new entrants into the Pentagon market, how the defense acquisition model has to change to favor rapid-cycle innovation, the keys to moving faster, and more with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the G7 and upcoming NATO meetings, lessons update from the Russo-Ukrainian war, analysis of comments by House Armed Services Committee Chairman Adam Smith, D-Wash., on weapons development and Air Force Secretary Frank Kendall on the Next Generation Air Dominance program, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
6/27/2022 • 32 minutes, 26 seconds
Defense & Aerospace Report Podcast [Jun 26, '22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guest in segment one is Kevin Craven, CEO of ADS Group; in segment two our roundtable with “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Look ahead to major themes at the upcoming Farnborough International Airshow as well as the new Aerospace Growth Forum
— Inflation and supply chain impact on UK aerospace and defense sector
— Defense and aerospace stock performance as market regains composure as Federal Reserve hints at more rate increases to combat inflation
— Program implications of markup as lawmakers appear to achieve consensus on defense plus up of about $40 billion
— Takeaways from the ILA Berlin Air Show including Spain’s decision to acquire more Eurofighter Typhoon jets and the impact of the move on the Eurofighter program
— Emirates call for more big jets
— Analysis of Air Force Secretary Frank Kendall’s statement that the service’s Next Generation Air Dominance program is in the engineering and manufacturing development phase even though the competition for the effort to develop a new teamed manned and unmanned platforms
— Boeing decision to add former Collins Aerospace President and CEO Dave Gitlin to its board and whether the move foreshadows larger role for the widely well-respected executive
6/26/2022 • 53 minutes, 20 seconds
Defense & Aerospace Podcast [Washington Roundtable Jun 24, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— US defense spending outlook as House Armed Services Committee finishes it’s markup of the Biden administration’s 2022 military spending request
— Update on BBB, covid, USICA-Competes and other key legislation
— Impact of recent primaries on national security and how recent Supreme Court decisions on abortion, guns and religion will shape November elections
— EU move to grant candidacy to Ukraine and Moldova
— Russia’s energy threats and Lithuania’s move to block EU sanctions trade via Russia’s rail link with Kaliningrad
— Need for NATO and EU to prepare for Moscow’s military threat should Kaliningrad link remain impaired
— Overcoming Turkey’s continuing opposition to Finland and Sweden’s membership in NATO
— Link between the Korean War and international support for Ukraine against Russia’s aggression
— Whether the Biden administration’s tamping down on China rhetoric in a bid to improve dialogue with Beijing will pay dividends
— What’s next in Israel after Bennett government collapses and Bibi Netanyahu works to return to power
— How Biden could broker a golf pact between PGA and Saudi-backed LIV league to garner Riyadh’s support for higher oil production
— Impact of Supreme Court decisions and Jan. 6 revelations on global perceptions of the United States as a model constitutional democracy
On this week’s Cyber Report, sponsored by Fortress Information Security, Andrea Schaumann, the director of federal programs and partnerships at Fortress, discusses public-private cyber security partnership language in the proposed National Defense Authorization Act, what successful government-industry cooperation looks like, challenges, and improving defenses in the face of sustained cyber operations by Russia and other nations; and Emma Schroeder, the assistant director of the Atlantic Council’s Cyber Statecraft Initiative, on improving EU-US cyber cooperation, Microsoft’s new report that 30 percent of Moscow’s recent cyber operations targeting America and Europe have been successful, and efforts by Brussels and Washington to curb online dis- and misinformation with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Mark Stokes, cofounder and CEO of Magdrive — one of the 10 startups selected by Amazon Web Services for the 2022 AWS Space Accelerator — discusses the British company’s innovative satellite control technology, how the accelerator will help it grow, the importance of new control technologies to enable longer-satellite lifespan as well as long-endurance space travel and more with Defense & Aerospace Report Editor Vago Muradian.
6/22/2022 • 18 minutes, 11 seconds
Defense & Aerospace Daily Podcast [Jun 21, 2022] Former Army Secretary Whitley on the Need for Speed
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, John Whitley, the former acting US Army secretary, discusses learning from Formula 1 racing’s extraordinarily rapid technology development and fielding cycles to accelerate defense innovation, importance of cultural and organizational change to deliver speed and more with Defense & Aerospace Report Editor Vago Muradian.
6/21/2022 • 21 minutes, 30 seconds
Defense & Aerospace Report Podcast [Jun 19, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Defense and aerospace stock performance and markets react to decision by Federal Reserve to raise interest rates by .75 percent to check inflation and minimize a recession
— Market’s view of growing consensus that Congress will boost Biden administration’s defense budget request by about $50 billion
— Causes of widespread delays and rampant flight cancellations across the US air traffic system
— Boeing’s bullish stance on widebody jetliner outlook and first flight of Airbus’ A321xlr
— Analysis of House Armed Services Committee Chairman Adam Smith’s comments on Pentagon weapons development and skepticism about US Air Force’s Next Generation Air Dominance effort
— Netherland’s decision to buyt Embraer’s KC-390 tanker transport aircraft to replace its aging Lockheed Martin C-130s
— Takeaways from the Eurosatory land warfare exhibition last week in Paris
— Update on the AUKUS partnership’s effort to furnish Australia with a nuclear attack submarine
6/19/2022 • 51 minutes, 6 seconds
Defense & Aerospace Podcast [Washington Roundtable Jun 17, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Roundup of US congressional news including update on defense markup, growing consensus on Pentagon budget plus-up, USICA-Competes, covid, BBB, primary outcomes and Jan. 6 commission revelations
— EU move to start accession process for Ukraine as leaders ease off pressing Kyiv for diplomatic solution that saves face for Vladimir Putin
— Putin’s countermove to cut European gas supplies to pressure governments to back off support for Ukraine and Russia sanctions
— Political impact of Russia’s gas cut off on Germany, Italy and other nations highly dependent on Russian energy
— Increasing military support for Ukraine as Kyiv fights for survival in Donbas
— Need for long-term support especially through next winter
— Look ahead to upcoming NATO summit and importance of Australian and Japanese participation in the gathering
— Readout on Defense Secretary Lloyd Austin’s world-girdling trip starting in Asia and finishing in Brussels
— Takeaways from IISS’ annual Shangri-La Dialogue as both America and China deliver tough messages
— Biden administration’s drive to balance resolve against China’s increasing assertiveness without alienating partners that want to avoid choosing between Beijing and Washington
6/17/2022 • 54 minutes, 14 seconds
Daily Podcast [Jun 16, 2022] Ian Easton's “The Final Struggle: Inside China’s Global Strategy”
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Ian Easton, the senior director at Project 2049 Institute to fully normalize relations between the United States and Taiwan, discusses his new book, — “The Final Struggle: Inside China’s Global Strategy” — Beijing’s strategy of global domination through its economic, diplomatic and growing military might, how the United States and its allies need to respond, lessons Beijing and Taipei are drawing from Russia’s war on Ukraine and the world’s sanctions on Moscow, the window to deter China from attacking Taiwan, and bow President Biden’s pledge to defend Taiwan improves deterrence with Defense & Aerospace Report Editor Vago Muradian.
6/16/2022 • 35 minutes, 8 seconds
Cyber Report [Jun 15, 22] Review of Headlines and Lessons Learned w/ Adm. Mike Rogers
On this week’s Cyber Report, sponsored by Fortress Information Security, Adm. Mike Rogers, USN Ret., the former director of the National Security Agency and a former commander of US Cyber Command who is now a cyber consultant and chairman of the advisory board at cybersecurity firm Claroty, discusses lessons from Russia’s invasion of Ukraine, the need to better integrate government and industry defenses, the importance of resilience and deterrence, balancing the disclosure of classified information and more with Defense & Aerospace Report Editor Vago Muradian. Northrop Grumman also supports our cyber coverage.
6/15/2022 • 33 minutes, 41 seconds
Daily Pod [Jun 14, 2022] US Army Europe and Africa's Maj Gen Andrysiak & Thales' Marc Darmon
On the US Army’s 247th birthday and during the Eurosatory land warfare exhibition in Paris, Maj. Gen. Peter Andrysiak, the deputy commanding general of the US Army Europe and Africa, discusses lessons from Russia’s war on Ukraine, vital importance of logistics and connectivity, US role in NATO surge of personnel and capabilities in wake of Moscow’s invasion, building Arctic warfighting skills; and Marc Darmon, the executive vice president of Thales Secure Communications and Information Systems and chairman of GICAT and the Eurosatory exhibition, discusses the outlook for defense investment in Europe, the company’s new Combat Digital Platform for battlefield command and control, and the importance of investing in cyber and AI capabilities with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the role of Russia’s war on Ukraine on rising food and energy prices, inflation and potential impact on defense, Kyiv’s need for weapons as Russia grinds ahead to seize control of Donbas, House and Senate markups, CAE’s investor day and more with Defense & Aerospace Report Editor Vago Muradian.
6/13/2022 • 27 minutes, 36 seconds
Defense & Aerospace Report Podcast [Jun 12, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— US and European aerospace and defense stock performance as inflation hits a 40-year high of 8.6 percent, 70 percent of economists fear US will have a recession next year and worries most that oil will hit $150 a barrel
— Impact of high oil prices on air travel and airlines
— Inflation impact on defense contracts as well as commercial aircraft pricing via escalation clauses
— Raytheon Technologies to move headquarters to northern Virginia
— Strategic partnership between Spirit Aerosystems and Sierra Nevada on space systems
— Moscow driver merger of aircraft makers MiG and Sukhoi
— Dassault Aviation CEO Eric Trappier’s comments to France’s National Assembly on France-Germany-Spain SCAF fighter effort
— Look at new crop of unmanned aircraft in Bentonville, Ark., last week
— Update on Russia’s war on Ukraine and likely key topics at Eurosatory land warfare exposition next week in Paris
6/12/2022 • 54 minutes, 24 seconds
Defense & Aerospace Podcast [Washington Roundtable Jun 10, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Update on congressional markup, prospects for BBB, reconciliation, covid relief and gun control legislation
— Implications of primary outcomes
— What’s next as Russia’s war on Ukraine grows bloodier and Kyiv calls for more assistance and Moscow works to take Donbas
— Outlook for Sweden’s accession to NATO as Swedish lawmakers of Kurdish decent saves Andersson government in exchange for Stockholm’s support for Kurds in Syria
— Role Washington can play to resolve Swedish-Turkish rift to get Sweden and Finland into NATO
— China’s rising military belligerence including recent incidents involving Chinese fighters and Australian and Canadian aircraft
— Beijing’s new base in Cambodia as China expands its global operational footprint
— North Korea’s expected June 12 nuclear test as international security leaders meet in person at the International Institute for Strategic Studies’ annual Shangri-La Dialogue
— Whether commission into Jan. 6 insurrection will change any minds
— What’s next for the JCPOA now that IAEA has lost confidence in Iran and Tehran switched off key cameras monitoring the country’s nuclear program
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Tim Walton, senior fellow at the Hudson Institute’s Center for Defense Concepts and Technology, discusses the report he co-authored with his director, Bryan Clark — “Resilient Aerial Refueling: Safeguarding the US Military’s Global Reach” — and why aerial refueling should be a top modernization priority and the fleet that will be needed for the challenges the nation faces especially in the Pacific with Defense & Aerospace Report Editor Vago Muradian.
6/9/2022 • 29 minutes, 31 seconds
Cyber Report [Jun 08, 22] Building the Right Cyber Workforce; Deep Dive on SBOMs & HBOMs
On this week’s Cyber Report, sponsored by Fortress Information Technology, Rear Adm. Mark Montgomery, USN Ret., the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies and a senior adviser on the bipartisan Cyberspace Solarium Commission, discusses the new commission report he co-authored with Laura Bate — “Workforce Development Agenda for the National Cyber Director” — why the market hasn’t addressed the need for federal cyber talent, capabilities needed for the future, and how to improve recruiting, training, education and retention; and Betsy Soehren Jones, Fortress Information Security’s chief operating officer, and Tobias Whitney, the company’s vice president for strategy and policy, discuss industry feedback for the Department of Homeland Security’s Cybersecurity and Infrastructure Security Agency on software and hardware bill of materials — SBOMs and HBOMs — and how to improve the supply chain at the coding and component levels with Defense & Aerospace Report Editor Vago Muradian.
6/8/2022 • 31 minutes, 31 seconds
Defense & Aerospace Daily Podcast [Jun 07, 2022] Dr. Zack Krevor of Stratolaunch
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Zack Krevor, the CEO of Stratolaunch, discusses how the company — created in 2011 by Microsoft cofounder Paul Allen and Scaled Composites founder and aircraft design legend Burt Rutan — looks to drive innovation in hypersonic weapons development through rapid prototyping and testing, the company’s role in the development ecosystem, keys to speed and how US capabilities in the field compare against adversaries like China and Russia with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses who is also affiliated with the Center for a New American Security discusses Russia’s war on Ukraine and what’s next, Moscow’s strategy to use food as a weapon, impact of Western aid for Kyiv, and an update on unmanned warfare; and Byron Callan of the independent Washington research firm Capital Alpha Partners on how to think of key developments over the past week including the Russo-Ukrainian war, defense supply chains, China’s assault on an Australian P-8 aircraft and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
6/6/2022 • 35 minutes, 40 seconds
Defense & Aerospace Report Podcast [Jun 05, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— US and European Market performance as investors grapple with broad market drivers and magnitude of coming recession
— Air travel update as appetite continues strong despite rising fares
— Analysis of Boeing President and CEO Dave Calhoun’s statement that the company wouldn’t develop a new jetliner for at least two years
— US Air Force announcement that it’s top priority Next-Generation Air Dominance program has entered engineering and manufacturing development, suggesting a blistering pace for the top secret effort
— Update on Europe’s two next-generation combat aircraft programs, the UK-Sweden-Italy Tempest and France-Germany-Spain SCAF efforts
6/5/2022 • 56 minutes, 48 seconds
Defense & Aerospace Podcast [Washington Roundtable Jun 03, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute and Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security.
Topics:
— Congress prepares to markup Biden administration’s budget request and weighs magnitude of defense spending plus up
— Bipartisan sentiment on increasing Pentagon budget
— What next in Russia’s war on Ukraine as conflict passed the 100-day mark
— European efforts to stand up to Russia and whether unity remains as France, Germany and Italy work to find “face saving” way for Vladimir Putin to end war
— New aid for Ukraine including US long-range precision rocket artillery
— Negotiating Finland and Sweden’s accession to NATO with Turkey, Hungary and Slovenia
— China’s continuing balancing act between supporting Russia and avoiding US ire over Ukraine war
— Beijing’s economic woes as COVID lockdowns are eased in Shanghai and elsewhere
— New Chinese trade and security pact and the 10 nations targeted by Foreign Minister Wang Yi
— Australia’s regional diplomacy
— Biden’s trip to Saudi Arabia and burying the hatchet with Mohamed bin Salman
— What’s next for Iran nuclear deal in the wake of IAEA report finding radioactive residue at three “undeclared” Iranian sites
6/3/2022 • 50 minutes, 15 seconds
[Jun 02, 22] Dr. Monique Mansoura on 'Building a Sustainable Biopreparedness Industrial Base'
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Monique Mansoura, the executive director for Global Health Security and Biotechnology at the MITRE think tank, discusses the report — “Building a Sustainable Biopreparedness Industrial Base” — as COVID cases rise and Biden administration prepares its $88 billion package to prepare for future biological threats and pandemics, lessons from the COVID pandemic to help prepare for future crisis whether naturally occurring or manmade, how to improve American and allied industrial capacity, specific necessary capabilities, and more with Defense & Aerospace Report Editor Vago Muradian.
6/2/2022 • 19 minutes, 12 seconds
[Jun 01, 22] Russo-Ukraine Land Warfare and Vertical Lift Lessons Learned w/ Retired Maj. Ge
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Maj. Gen. Jeff Schloesser, USA Ret., the former director of US Army Aviation who commanded the 101st Airborne Division and the 160th Special Operations Aviation Regiment, now the executive vice president for strategic pursuits at Bell, discusses battlefield aviation lessons from Russia’s war on Ukraine and how they might shape programs including the Army’s Future Vertical Lift effort and more with Defense & Aerospace Report Editor Vago Muradian. Schloesser is also a former president of the Army Aviation Association of America and Bell sponsored our coverage of AAAA.
6/1/2022 • 21 minutes, 22 seconds
DEFAERO Strategy Series w/ IISS' Ben Barry [May 31, ’22]
Brig. Ben Barry, British Army Ret., the land warfare fellow at the International Institute for Strategic Studies, discusses lessons learned from Russia’s war on Ukraine, learning the right lessons, improving NATO’s capabilities, trends in battlefield mobility, long-range precision fires, connectivity and unmanned systems, how Ukraine shapes future Taiwan scenarios and more with Defense & Aerospace Report Editor Vago Muradian. This conversation is sponsored by General Atomics Aeronautical Systems and devoted to the memory of one of the nation’s greatest national security strategists, Andy Marshall, the former director of the Pentagon’s office of net assessment. The strategy series is not affiliated with the Andrew W. Marshall Foundation.
5/31/2022 • 54 minutes, 59 seconds
Defense & Aerospace Report Podcast [May 29, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Up Wall Street market after the worst sustained downturn since 1923 as investors break for Memorial Day holiday
— US and European broader market drivers
— China’s continuing covid lockdowns and impact on global travel
— Rift in Europe as France and Germany negotiate with Vladimir Putin as other nations war Russian leader is seeking sanctions relief while continuing his war on Ukraine
— Whether UK Prime Minister Boris Johnson will be impacted by recent investigation into parties that violated covid lockdown rules
— Outlook for continued Ukraine aid and higher US defense budgets as growing numbers of Republicans balk at higher government spending
— Rheinmetall develops new lightweight cannon artillery
— Value of tubed and rocket artillery as Washington considers furnishing Kyiv with Multiple Launch Rocket System
— Takeaways from NBAA’s European Business Aviation Conference and Exhibition in Geneva
— National Reconnaissance Office awards Electro-Optical Commercial Layer contract
5/29/2022 • 42 minutes, 29 seconds
Defense & Aerospace Podcast [Washington Roundtable May 26, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member).
Topics:
— Analysis of President Biden’s first trip to Asia including fourth Quad heads-of-state meeting, new trade and maritime surveillance pacts
— Key takeaways from Biden administration’s broad new Pacific strategy outlined by Secretary of State Antony Blinken
— Analysis of Biden’s pledge to defend Taiwan against Chinese attack
— European views of Biden’s Asia trip
— Ways to address Turkish opposition to Finland and Sweden’s NATO membership
— What’s next in Russia’s war on Ukraine and whether recent criticisms from Ukrainian leaders could backfire
— Nuances and potential pitfalls in the Administration’s broader communications strategy
— Role Pentagon spokesman John Kirby will play when he reports to his new job at the White House
— Quick-take review of “Top Gun: Maverick”
5/26/2022 • 49 minutes, 24 seconds
Cyber Report [May 25, 22] CSIS' Dr Jim Lewis on New Quantum Computing Strategy
On this week’s Cyber Report, sponsored by Fortress Information Security, Dr. Jim Lewis, director of the Strategic Technologies program at the Center for Strategic and International Studies, discusses the Biden administration’s new National Security Memorandum on quantum computing and other moves to ensure America’s lead in the critical field from technology to training the right workforce for the future with Defense & Aerospace Report Vago Muradian.
5/25/2022 • 23 minutes, 8 seconds
DEFAERO Report Daily Podcast [May 24, 22] AWS' Crosier on Aerospace and Satellite Solutions
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Maj. Gen. Clint Crosier, USAF Ret., the former director of Space Force force planning who now heads Amazon Web Services’ Aerospace and Satellite Solutions business, discusses 2022 AWS Space Accelerator finalists, unique role of the company in an evolving space ecosystem, harnessing commercial capabilities to help make sense of vast and growing volume of data, harnessing innovation for military advantage, data rights and more with Defense & Aerospace Report Editor Vago Muradian.
5/24/2022 • 21 minutes, 4 seconds
DEFAERO Report Daily Podcast [May 23, 22] Sam Bendett Update on Russo-Ukraine Conflict
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of Center for Naval Analyses and a visiting fellow at the Center for a New American Security, discusses the latest in Russia’s war against Ukraine, the importance of the salient developing in Eastern Ukraine, judging Russians’ shifting perceptions of the war, Moscow’s ability to recruit more manpower and develop capabilities as the war grinds on, who might succeed Vladimir Putin and more with Defense & Aerospace Report Editor Vago Muradian.
5/23/2022 • 25 minutes, 28 seconds
Defense & Aerospace Report Podcast [May 22, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Analysis as Wall Street descends into bear market territory over long-range economic concerns
— European performance and a look at impact of China’s continuing covid lockdowns
— How inflation will impact global air traffic, including for business travelers
— US and European defense spending update in the wake of Russia’s invasion of Ukraine and whether Republican lawmakers will put the brakes on American military investment over debt concerns
— Economic impact of London’s move to change Brexit agreement and implications for other UK treaties
— Future of the AUKUS partnership with the election Anthony Albanese to succeed Scott Morrison as Australia’s new Labor prime minister
— Boeing’s Starliner successfully docks with the International Space Station and investigators suspect aircrew deliberately crashed China Eastern 737, but concerns mount over giant’s leadership
— Rising covid rates as global health officials monitor monkeypox outbreaks
5/22/2022 • 52 minutes, 43 seconds
Defense & Aerospace Podcast [Washington Roundtable May 20, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Senate approves $40 billion in Ukraine aid, but dissenting GOP votes suggests contentious legislative future on spending
— What primary outcomes mean for upcoming November elections that will determine control of Congress and fate of key Democratic members
— Update on baby formula supplemental, gas price legislation, USICA conference and BBB
— Whether a Biden administration focused on China will be able to maintain sustained attention on a prolonged Russian war on Ukraine
— A view from Poland on the war and what’s next
— What it will take to overcome Turkey opposition to Finland and Sweden’s membership in NATO
— President Biden’s tour of Asia as administration works to marshal allies and partners
— Addressing perception the administration has eased pressure and rhetoric off China in big to keep Beijing from helping Russia
— Concerns about the pro-China rhetoric from the new Philippine president, Ferdinand Marcos Jr.
— Outcome of the Australian election and what a Labor victory will mean for regional security
— The civil war within the US Marine Corps
5/20/2022 • 54 minutes, 30 seconds
[May 19, 22] Maj. Gen. Jim Boozer on SOFIC & Jim Emmert and Alistair Wilson of JFD
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Maj. Gen. Jim Boozer, USA Ret., the executive vice president of the National Defense Industrial Association, discusses key takeaways from the NDIA’s 2022 SOFIC conference and tradeshow as the US Special Operations community returns to great power competition; and Alistair Wilson, the strategy, sales and marketing director at JFD — an innovative British company that is a leading supplier of swimmer delivery vehicles, diving and submarine rescue equipment — and a US Navy SEAL veteran Jim Emmert, who heads the company’s US operations, discuss the changing environment for US special operators, key elements of their product portfolio, enticing the community to be more open to innovative approaches, and areas of investment for future growth with Defense & Aerospace Report Editor Vago Muradian.
5/19/2022 • 32 minutes, 52 seconds
Cyber Report [May 18, 22] IISS' Dr. Greg Austin on Russia's Cyber Maturity
On this week’s Cyber Report, sponsored by Fortress Information Security, Dr. Greg Austin who heads the Cyber Power and Future Conflict program at the International Institute for Strategic Studies in Singapore, discusses Russia’s cyber capabilities, Moscow’s approach to cyber, US and allied offensive and defensive cyber abilities, how brain drain will undermine Russian information and communications technology, Western efforts to live without Russian labor and Russia’s ability to substitute for banned Western technologies, cyber lessons from the Ukraine War, what China is learning from international sanctions on Russia and how Beijing is working hard to avoid running afoul of US export law with Defense & Aerospace Report Editor Vago Muradian.
5/18/2022 • 33 minutes, 37 seconds
DEFAERO Report Daily Podcast [May 17, 22] Amb Sandy Vershbow
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Amb. Alexander “Sandy” Vershbow, the former US ambassador to NATO, South Korea and Russia, as well as former Pentagon international security policy chief and NATO deputy Secretary General now with the Atlantic Council’s Scowcroft Center for Strategy and Security, discusses a long-term approach to countering Russia, helping Ukraine, holding Moscow to account for its atrocities, encouraging regime change, capabilities Finland and Sweden will bring to the Atlantic alliance, addressing Turkey’s accession concerns, coping with obstructionist member states like Hungary and Turkey, how to keep China from helping Russia while avoiding sending the wrong signals to Beijing regarding Taiwan, and lessons learned from the Russo-Ukrainian war with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses Finland and Swedish membership in NATO, key factors to consider as Russia’s invasion of Ukraine, ways the international community could break Moscow’s blockade of Ukraine’s Black Sea ports, continuing lessons from the war, what the Maginot Line can teach modern strategists and planners, and a look ahead at the week in Washington with Defense & Aerospace Report Editor Vago Muradian.
5/16/2022 • 28 minutes, 8 seconds
Defense & Aerospace Report Podcast [May 15, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Analysis of the biggest sustained drop on world markets since 2008 and how aerospace and defense equities fared
— Disconnect between stately pace of US and European defense spending in wake of Russia’s war on Ukraine and investor expectations of rapid budget increases
— Defense industrial implications of Finland’s decision to join NATO, with Sweden expected to follow soon, and Britain’s security agreements with Helsinki and Stockholm
— Security agreement between Japan and UK and whether Japan and Saudi Arabia might be the next partners in the British-led Tempest next-generation fighter development program and what expanded membership means for other Italy and Sweden that are already part of the effort
— Investors punish Boeing stock over company’s debt loading and whether new management needed in wake of program missteps
— Speculation that Boeing might end troubled development of 777X, a view the firm has dismissed
— Reuters report that Federal Aviation Administration has concerns with Boeing’s proposed fixes to 787 jetliner, production of which has been suspended over manufacturing concerns
— Comac’s 919 regional airliners moves toward service
— Update on US Army Aviation’s approach to modernization that will include Future Long-Range Assault Aircraft program that will be downselected in September as well as sustained role for UH-60 Black Hawk helicopters
5/15/2022 • 52 minutes, 19 seconds
Defense & Aerospace Podcast [Washington Roundtable May 13, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute and Dr. Kathleen McInnis, the director of the Smart Women, Smart Power Initiative at the Center for Strategic and International Studies.
Topics:
— Implications of one lawmakers, Sen. Rand Paul, R-Ky., blocking move by Congress to approve $40 billion in aid for Ukraine, $7 billion more than requested by President Biden
— Finland’s formal move to join NATO and what Helsinki brings to the alliance and how Russia will respond
— Whether Sweden will follow suit and if enlargement will face opposition from Hungary and Turkey
— How Ukraine war will shape the strategic concept to be adopted by NATO members at upcoming summit in Madrid
— Value of UK move to strike security pacts with Finland and Sweden in advance of NATO membership announcements
— Need for national leaders to make the case for continued support for Ukraine to avoid the conflict becoming “frozen,” handing Russia a victory
— Grading President Biden and his team on making the same for Ukraine support
— Key takeaways from extraordinary meeting of ASEAN leaders at the White House
— Update on newsflow across the Pacific including North Korea’s admission of covid outbreak
— Britain’s strategic security agreement with Japan
— Deadly violence in Israel and what it means
5/13/2022 • 48 minutes, 45 seconds
DEFAERO Report Daily Podcast [May 12, 22] Atlantic Council's Barry Pavel
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Barry Pavel, the director of the Atlantic Council’s Scowcroft Center for Strategy and Security, discusses the Biden administration’s national and defense strategies, the administration’s effort to help Ukraine defeat Russia’s invasion, how Washington needs to change its message to win over nations that are now reluctant to join anti-Russian coalition, why Vladimir Putin is a rational actor and why his nuclear threats can be discounted, capabilities Ukraine needs to win and Ukraine lessons that can help deter China from taking military action against Taiwan with Defense & Aerospace Report Editor Vago Muradian.
5/12/2022 • 25 minutes, 32 seconds
Cyber Report [May 11, 22] PSC's David Berteau on CMMC 2.0
On this week’s Cyber Report, sponsored by Fortress Information Security, David Berteau, the president and CEO of the Professional Services Council, discusses the Defense Department’s plans to roll out the second version of the Cybersecurity Maturity Model Certification — CMMC 2.0 — next March, why the effort is taking so long, what getting it “right” means, the importance of improving the security of services and government contractors overall, and why recent surveys of public cyber sentiments that on the surface appear grim are actually encouraging with Defense & Aerospace Report Editor Vago Muradian.
5/11/2022 • 26 minutes, 13 seconds
DEFAERO Report Daily Podcast [May 10, 22] Elbit Systems of America’s Raanan Horowitz
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Raanan Horowitz, the president and CEO of Elbit Systems of America, discusses priorities as life returns to normal after the pandemic, the defense budget outlook, inflation, recruiting and growing new talent, retaining key skills, moving faster, helping the United States and its allies support Ukraine and more with Defense & Aerospace Report Editor Vago Muradian.
5/10/2022 • 30 minutes, 24 seconds
[May 09, 2022] Byron Callan’s Week Ahead & Sam Bendett on Russia's Victory Day Parade
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses continuing lessons from Russia’s war on Ukraine, inflation and the Pentagon budget, takeaways from Oshkosh’s investor day, and a look at the week ahead; and Sam Bendett from the Center for Naval Analyses who is also with the Center for a New American Security discusses Russia’s May 9 Victory Day commemoration, Vladimir Putin’s messaging, what’s next in the way, use of unmanned aircraft over Ukraine and more with Defense & Aerospace Report Editor Vago Muradian.
5/9/2022 • 31 minutes, 40 seconds
Defense & Aerospace Report Podcast [May 08, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Look at the most volatile week on world markets since 2008 as American investors punish Federal Reserve for not raising interest rates 1 percent but half that
— Volatility index hits 3.1 percent as some analysts suggest key figure could double
— Air travel update as China continues lockdowns and how lower volume will international traffic and aircraft production rates
— Airbus, Air Lease, Bombardier, Hensoldt, Rheinmetall, Rocket Lab, Spirit Aerosystems and Virgin Galactic first quarter 2022 earnings
— Whether Airbus A320-series production will hit 75 aircraft per month as planned and what that means for Boeing’s 737 Max manufacture
— What’s next in Moscow’s campaign as Vladimir Putin seeks to show battlefield success before Russia’s annual May 9 Victory Day commemorating the Soviet Union’s victory over Nazi Germany
— How quickly US and European governments can replenish their weapons inventories after large-scale donations of equipment to Kyiv to help Ukraine defeat Russian invasion forces
— Analysis of Boeing’s decision to move its headquarters from Chicago to Northern Virginia
5/8/2022 • 51 minutes, 44 seconds
Defense & Aerospace Podcast [Washington Roundtable May 06, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member).
Topics:
— Status of Ukraine supplemental, covid aid, CHIPS-USICA conference and defense budget discussion
— Impact of Supreme Court’s expected Roe v. Wade repeal on bipartisanship and whether reproductive rights debate will crowd out national security
— Takeaways from Deputy Defense Secretary Dr. Kathleen Hicks’ remarks at the Reagan Institute on May 6
— Implications of news reports that US intelligence helped Ukraine kill Russian generals and sink Russia’s Black Sea flagship Moskva
— How allies, partners and adversaries regard Washington’s inability to keep secrets
— Falkland Islands War lessons found decades after Britain and Argentina clashed in the South Atlantic including the importance of secrecy, sustainment and weapons stocks
— Japanese Defense Minister Nobu Kishi’s meeting with Defense Secretary Lloyd Austin and Tokyo’s worry that the danger from North Korea is imminent
— Update on China’s rhetoric regarding its alliance with Moscow
— Saudi Arabia crafts rapprochement with Turkey as Riyadh remains furious at Washington over Iran nuclear deal and criticism for assassination of American journalist Jamal Khashoggi
— Russia resorts to antisemitism for its poor military performance on Ukraine
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Eric Fanning, the president and CEO of the Aerospace Industries Association, discusses the outlook for his members and priorities as world emerges from the pandemic, potential increases to US defense spending over the Biden administration’s $773 billion Pentagon budget request, impact of inflation and supply chain problems, the implication’s of the administration’s Buy American approach and how to strike the best balance between security of supply and benefitting from global trade, substituting Russian titanium and Chinese rare earths, how the slow pace of filling top administration and diplomatic posts impacts the policy process, lessons from the covid pandemic, addressing the need for more talent across defense and commercial aviation industries, and how the US defense industrial base can better help Ukraine in it’s fight for survival against Russian aggression with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Cyber Report, sponsored by Fortress Information Security, Suzanne Spaulding, the former cyber director at the Department of Homeland Security during the Obama administration who is now at the Center for Strategic and International Studies and a member of the Cyberspace Solarium Commission, discusses the Biden administration’s efforts to improve cyber security and what more should be done, Russian cyber operations in the wake of Moscow’s invasion of Ukraine, issues the second Cyberspace Solarium Commission will address, improving operational technology vulnerabilities, and the importance of better cyber defenses for the nation’s court systems; and Andrea Schaumann of Fortress discusses the technological, operational and business cyber concerns regarding unmanned systems and how to address them with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Cyber Report, sponsored by Fortress Information Security, Suzanne Spaulding, the former cyber director at the Department of Homeland Security during the Obama administration who is now at the Center for Strategic and International Studies and a member of the Cyberspace Solarium Commission, discusses the Biden administration’s efforts to improve cyber security and what more should be done, Russian cyber operations in the wake of Moscow’s invasion of Ukraine, issues the second Cyberspace Solarium Commission will address, improving operational technology vulnerabilities, and the importance of better cyber defenses for the nation’s court systems; and Andrea Schaumann of Fortress discusses the technological, operational and business cyber concerns regarding unmanned systems and how to address them with Defense & Aerospace Report Editor Vago Muradian.
5/4/2022 • 35 minutes, 24 seconds
Defense & Aerospace Daily Podcast [May 03, 2022] The Falklands War--Forty Years Later
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Cdr. Jonty Powis, Royal Navy Ret., who served as navigator aboard HMS Conqueror during the Falkland Islands war when the British nuclear-powered attack submarine sank the Argentine light cruiser General Belgrano, discusses the significance of the attack and how it changed the course of the war, the importance of clear and simple rules of engagement, lessons of the war, how the Royal Navy and UK military’s culture of flexibility combined with rigorous training were key to victory, broader lessons from the conflict, and more with Defense & Aerospace Report Editor Vago Muradian. The interview was recorded on the 40th anniversary of the sinking on May 2, 1982. Powis also commanded the conventionally powered attack submarine HMS Unseen and two nuclear-powered ballistic missiles subs, HMS Resolution and HMS Victorious, and also served on the naval staff at the British embassy in Washington. He is now retired and does occasional consulting.
5/3/2022 • 33 minutes, 29 seconds
Daily Pod [May 02, 2022] Byron Callan's Week Ahead & Hudson's David Asher on Russian Sanctions
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses takeaways from last week’s first quarter 2022 earnings results by leading US defense contractors, how President Biden’s $33 billion aid package for Ukraine changes industrial prospects, whether European defense spending will be sustained, and a look at the week ahead; and Dr. David Asher, one of the world’s leading experts on sanctions who served in the Bush and Obama administrations and now with the Hudson Institute, discusses the efficacy of unprecedented sanctions already imposed on Russia, how to make them even tougher, and imposing secondary sanctions on China, India and other nations that continue to trade with Moscow with Defense & Aerospace Report Editor Vago Muradian.
5/2/2022 • 33 minutes, 53 seconds
Defense & Aerospace Report Podcast [May 01, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— The week on world markets as S&P 500 experiences its second correction of 2022 and worries mount over China’s covid lockdown as well as Russia’s war on Ukraine
— Analysis of first quarter earnings reports, including Embraer, General Dynamics, L3Harris, Lockheed Martin, MTU, Raytheon, Safran, Textron and Thales
— A look at Boeing’s first quarter results that includes $1.5 billion “abnormal” charge, write down and update on problematic program performance
— Impact of China’s growing covid restrictions on travel and supply chains
— Sanctions impact on access to Russian titanium and sourcing alternatives
— US defense industrial implications of President Biden’s pledge to provide Ukraine with $33 billion in assistance to better fight Russia
— European industrial perspective on growing military assistance for Kyiv
— Update on Russia’s campaign in eastern Ukraine and what’s next
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International and Teri Schultz, a Brussels-based freelance Reporter for NPR and Deutsche Welle and podcast host for the Atlantic Council.
Topics:
— Congress returns to session to assess defense spending increase, President Biden’s request for $33 billion in Ukraine aid, new covid package and BBB, border measures, and Competes-USICA
— NATO’s assessment on what’s next in Russia’s war on Ukraine and likelihood Moscow will resort to nuclear weapons
— Message Biden’s $33 billion package and Ukraine moves to date send to China
— Whether Chinese government’s brutal response of covid outbreaks in Shanghai, Beijing and elsewhere will end up undermining popular support for the Xi Jinping and the Chinese Communist Party
— Outlook for secondary US and European sanctions to prevent China, India and other states from continuing to do business with Russia in violation of sanctions in wake of Ukraine war
— Biden’s upcoming visit to Saudi Arabia
4/29/2022 • 51 minutes, 28 seconds
Defense & Aerospace Daily Podcast [Apr 28, 2022] Randy Schriver on Russo-Ukraine Lessons for Taiwan
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Randy Schriver, a former assistant secretary of defense for Indo-Pacific security affairs who is now with the Pacific Solutions consultancy and chairman of the Project 2049 Institute to fully normalize relations between the United States and Taiwan, discusses lessons from Russia’s war on Ukraine that are applicable to Taiwan, whether the strong global reaction to Moscow’s war changes Beijing’s calculus to unite with the island nation, does China decide to accelerate its move on Taiwan as the Ukraine war serves as a wake up call for Washington and its allies to step up their great power game, takeaways from the US delegation to Taipei led by Adm. Mike Mullen, USN Ret., helping Taiwan improve its deterrent and warfighting capabilities, and the legacy of independence and democracy advocate Pen Ming Min with Defense & Aerospace Report Editor Vago Muradian.
4/28/2022 • 26 minutes, 8 seconds
Cyber Report [Apr 27, 22] Fortress' 'What to Watch' & Mark Montgomery on Cyber Hill Happenings
On this week’s Cyber Report, sponsored by Fortress Information Security, Fortress’ John Cofrancesco on cyber attack on Russia’s Gazprom, how increasingly effective US defensive and offensive capabilities may lead of complacency across industry-government-public, and whether cyber defenders are improving their agility; and Rear Adm. Mark Montgomery, USN Ret., the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies who is also a senior adviser on the bipartisan Cyberspace Solarium Commission, discusses cyber elements of key legislations like the Competes-USICA, cyber spending priorities in Biden administration’s 2023 budget request, military service J-book cyber details and the White House move to rewrite elements of National Security Presidential Memorandum 13 with Defense & Aerospace Report Editor Vago Muradian.
4/27/2022 • 33 minutes, 6 seconds
Defense & Aerospace Daily Podcast [Apr 26, 2022] Steve Blank & Dr. Joe Felter On Faster Innovation
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Steve Blank, a Silicon Valley pioneer and founder of the K&S Ranch who is an adjunct professor at Stanford University, and Dr. Joe Felter, a former deputy assistant secretary of defense for South Asia, Southeast Asia and Oceania who is now the director of Stanford’s Gordian Knot Center for National Security Innovation and coauthor of Hacking for Defense, discuss the imperative for tectonic change in solving US national security challenges, the importance of a faster moving innovation ecosystem, more rapidly harnessing commercial technologies, learning lessons from Russia’s war on Ukraine and more with Defense & Aerospace Report Editor Vago Muradian.
4/26/2022 • 34 minutes, 30 seconds
Defense & Aerospace Daily Podcast [Apr 25, 2022] Byron Callan on the Week Ahead
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the Army, Navy, Marine Corps and Air Force spending details released in each of the service’s budget justification books, the Biden administration’s broader strategy, why it may be too early to draw lessons from Russia’s war against Ukraine, how Western nations are helping Kyiv, what the US Air Force’s decision to accelerate development and production of the Aevex Aerospace’s Phoenix Ghost loitering munition for Ukraine, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
4/25/2022 • 30 minutes, 39 seconds
Defense & Aerospace Report Podcast [Apr 24, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Market performance as investors worry slow response Federal Reserve response to inflation fuels recession concerns
— Delays on Boeing key 787, 777x and 737 Max programs
— Look at results including Lockheed Marin, QinetiQ and Saab
— Low first quarter 2022 Embraer deliveries including six commercial and eight business aircraft
— Air travel outlook as West emerges from pandemic, but China lockdowns slow return
— Rise in first- and business-class ticketing as travelers emerge from lengthy pandemic
— How changing Russian strategy in Ukraine impacts future fight and role of Western military aid to Kyiv
— Slow rate of German defense spending and help to Ukraine as American, Britain, Canada, France and other nations increase assistance including heavy weapons
— Implications of US Air Force move to accelerate development and production of Phoenix Ghost loitering munition by Aevex Aerospace for Ukraine
— Challenge of ending global dependence on Russian titanium
— French President Emmanuel Macron’s victory over Marine Le Pen
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Ilan Berman of the American Foreign Policy Council, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Michael Herson of American Defense International.
Topics:
— Issues for Congress as it returns from spring break on Tuesday including Title 42 and the reopening the US border, covid relief legislation, USICA-Competes, another Ukraine supplemental and congressional reaction to Biden administration’s decision to end anti-satellite weapon testing
— Biden administration’s increasing support for Ukraine including more heavy weapons and US Air Force’s rapid development and production of Phoenix Ghost loitering munitions
— What’s next now that Russian commanders have admitted they plan to take half of Ukraine and the country’s entire south
— Whether revelations of Marine Le Pen’s financial and political ties with Russia’s Vladimir Putin will hurt her chances against Emmanuel Macron in the runoff for France’s presidency
— How change in French leadership could impact European and global security given France’s pivotal role
— China doubles down on its alliance with Russia despite Russian atrocities in Ukraine as US diplomatic scramble to convince the Solomon Islands against partnering with Beijing
— Chinese amphibious exercises specifically aimed at underscoring threat to invade Taiwan if necessary to unite the island democracy with the mainland
— India’s continuing reluctance to break with Moscow despite Ukraine war
— Complex dynamics in relationships among the United States, Saudi Arabia, UAE and Israel
— Update on whether Bennett government will remain in power as Bibi Netanyahu gains momentum to regain office
— Issues for Congress as it returns from spring break on Tuesday including Title 42 and the reopening the US border, covid relief legislation, USICA-Competes, another Ukraine supplemental and congressional reaction to Biden administration’s decision to end anti-satellite weapon testing
— Biden administration’s increasing support for Ukraine including more heavy weapons and US Air Force’s rapid development and production of Phoenix Ghost loitering munitions
— What’s next now that Russian commanders have admitted they plan to take half of Ukraine and the country’s entire south
— Whether revelations of Marine Le Pen’s financial and political ties with Russia’s Vladimir Putin will hurt her chances against Emmanuel Macron in the runoff for France’s presidency
— How change in French leadership could impact European and global security given France’s pivotal role
— China doubles down on its alliance with Russia despite Russian atrocities in Ukraine as US diplomatic scramble to convince the Solomon Islands against partnering with Beijing
— Chinese amphibious exercises specifically aimed at underscoring threat to invade Taiwan if necessary to unite the island democracy with the mainland
— India’s continuing reluctance to break with Moscow despite Ukraine war
— Complex dynamics in relationships among the United States, Saudi Arabia, UAE and Israel
— Update on whether Bennett government will remain in power as Bibi Netanyahu gains momentum to regain office
4/22/2022 • 55 minutes, 24 seconds
Daily Podcast [Apr 21, 2022]CNAS' Chris Dougherty on Lesson from Russia-Ukraine Conflict
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Chris Dougherty, senior fellow in the defense program at the Center for a New American Security, discusses lessons from Russia’s attack on Ukraine, the mix of bespoke and commodity capabilities needed for future threats, importance of volume in weapons and production capacities needed for US and allied needs, and more with Defense & Aerospace Report Editor Vago Muradian.
4/21/2022 • 44 minutes, 57 seconds
Cyber Report [Apr 20, 22] Justin Sherman & Fortress Information Security's Peter Kassabov
On this week’s Cyber Report, sponsored by Fortress Information Security, Justin Sherman, a Wired Magazine contributor and visiting fellow at the Atlantic Council’s Cyber Statecraft Initiative, discusses the latest attack on Ukraine’s infrastructure by the “Sandworm” cyber unit of Russia’s military intelligence agency, the GRU — officially known as Unit 74455 — how defenders are improving their game, the value and perils of disclosing classified information, takeaways from the FBI’s successful operations to clean Russian malware from global networks, factors shaping Moscow’s approach to global cyber operations, and the German-US designation of Kaspersky as a national cyber threat; and Fortress Co-Founder and Executive Chairman Peter Kassabov discusses growth plans for his company in the wake of Goldman Sachs’ recent $125 million investment in the threat intelligence firm with Defense & Aerospace Report Editor Vago Muradian.
4/20/2022 • 30 minutes, 30 seconds
Defense & Aerospace Daily Podcast [Apr 19, 2022] Mitchell's Deptula on the Russo-Ukraine Air War
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Lt. Gen. Dave Deptula, USAF Ret., the dean of the Mitchell Institute for Aerospace Studies, discusses the role of air and space capabilities in the conflict including commercial satellite imagery and signals intelligence, how Ukraine is using air power, the implications of the loss of Russia’s Black Sea Flagship Moskva, assesses Russia’ poor operational performance, lessons from the conflict that could shape US capabilities, the importance of air and missile defenses, and Ukraine war takeaways that could shape American planning regarding China with Defense & Aerospace Report Editor Vago Muradian.
4/19/2022 • 36 minutes, 52 seconds
Daily Podcast [Apr 18, 2022] CNA's Bendett on Russo-Ukraine War & Byron Callan on the Week Ahead
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses discusses the state of Russia’s war on Ukraine and whether Moscow’s war aims are limited to Ukraine’s east and south, how Western aid is helping Kyiv, the sinking of the Russian Black Sea Fleet flagship Moskva and impact on Vladimir Putin’s popularity and the role of commercially available unmanned systems are playing in the conflict; and Byron Callan of the independent Washington research firm Capital Alpha Partners on the prospects for an $90-$100 billion increase in defense spending, how the Russo-Ukraine war might shape acquisition decisions and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member).
Topics:
— Congress adjourns to celebrate Passover, Easter and Ramadan, debate on wisdom of increasing Pentagon spending by $100 billion as some suggest is needed to counteract impact of 8.5 percent inflation
— Whether Europe will support prolonged war in Ukraine and sanctions on an increasingly brutal Russia
— Finland and Sweden move toward NATO membership as French election runoff heads to final week between anti-EU, anti-NATO Marine Le Pen and President Emmanuel Macron
— West surges more military equipment to Ukraine as Defense Secretary Lloyd Austin asks top US defense firms to quickly address Ukrainian warfighting needs
— At what point Western arms ships will cross Vladimir Putin’s red lines for unspecified retaliation
— China’s long-range logistical demonstration in shipping air defense systems to Serbia as US lawmakers visit Taiwan and diplomats head to Solomon Islands
— India’s reliability as a Quad partner
— Administration’s Ukraine war messaging and impact of sinking of Russia’s Black Sea flagship, the Moskva — built in 1979 in Mykolayiv as the Slava, Russian for Glory
— How administration should respond if Russia used chemical weapons in Mariupol
4/15/2022 • 58 minutes, 40 seconds
DefAero Technology Report [Apr 14, ’22] Mercury Systems' Dr. Bill Conley
On this episode of the Technology Report, sponsored by GM Defense, Dr. Bill Conley, the chief technology officer at Mercury Systems, discusses commercial advances that will improve defense capabilities, how best to adapt civilian technology for demanding military applications, accelerating innovation and program development, sovereignty and global supply chains, and more with Defense & Aerospace Report Editor Vago Muradian.
4/14/2022 • 36 minutes, 53 seconds
[Apr 13, 2022]Odds and Repercussions of Finland & Sweden Joining NATO
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Stephen Flanagan and Gene Germanovich of the Rand Corporation think tank discuss Finland and Sweden’s desire to join NATO in the wake of Russia’s invasion of Ukraine and drive to reorder European security, what the two countries would bring the alliance, what’s next in Moscow’s campaign to conquer eastern Ukraine, the outlook for European and transatlantic unity to support Kyiv and punish Russia, and whether we are already in World War III with Defense & Aerospace Report Editor Vago Muradian.
4/13/2022 • 35 minutes, 59 seconds
DefAero JADC2 Report [Apr 12, ’22] L3Harris' Sean Stackley
On this episode of the JADC2 Report, sponsored by L3Harris, Sean Stackley, a former assistant secretary of the Navy for research, development and acquisition who is now the president of L3Harris Integrated Mission Systems segment, discusses the Pentagon’s approach to fielding its top priority Joint All Domain Command and Control system with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guest is Byron Callan of the independent Washington research firm Capital Alpha Partners discusses what’s next in Russia’s attack on Ukraine, how a shift in Moscow’s focus from conventional to strategic weapons could shape US and allied investment, military implications of restricting Russia’s access to technology, whether the Pentagon can wisely spend $100 billion more in 2023, and takeaways from budget hearings and the Navy League’s Sea-Air-Space conference and tradeshow with Defense & Aerospace Report Editor Vago Muradian.
4/11/2022 • 35 minutes, 10 seconds
Defense & Aerospace Report Podcast [Apr 10, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Broader market overview as investors worry about a longer Russian war against Ukraine, inflation trends and potential recession
— UK Prime Minister Boris Johnson’s surprise visit to Kyiv and more weapons for Ukraine
— European spending update as Washington insiders hint at dramatic US budget increase
— Security implications of French election and prospect of Finland and Sweden joining NATO
— Outlook for European trade with China in wake of EU leaders meeting with Premier Xi Jinping
— Cancellation of Airbus jetliner orders and outlook for wide-body aircraft
— JetBlue’s move to acquire Spirit
— Takeaways from National Space Symposium
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member).
4/8/2022 • 58 minutes, 41 seconds
Cyber Report [Apr 07, 22] Mark Montgomery & Navy's Chris Cleary
On this week’s Cyber Report, sponsored by Northrop Grumman, in segment one our guest is Mark Montgomery, a retired US Navy rear admiral who is the senior advisor to the bipartisan Cyberspace Solarium Commission and the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies; in segment two we speak with Navy Principal Cyber Adviser Chris Cleary.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guest in segment one is Rep. Elaine Luria, D-Va.; in segment two our guest is Maj. Gen. Walter Rugen, US Army Director, US Army Future Vertical Lift Cross-Functional Team
4/6/2022 • 42 minutes, 29 seconds
Defense & Aerospace Daily Podcast [Apr 05, 2022] SECNAV, HII's Kastner and SAS Day 2 Wrap-up
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guest in segment one is Secretary of the Navy Carlos Del Toro; in segment two we sit down with HII's new President and CEO Chris Kastner; finally in segment three we wrap-up day two of Sea Air and Space with Bryan McGrath of The Ferrybridge Group and host of the CAVASShips Podcast Christopher P. Cavas.
4/5/2022 • 35 minutes, 9 seconds
Defense & Aerospace Daily Podcast [Apr 04, 2022] Clark, Patt on JADC2 & Callan on SAS & AAAA
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guests in segment one are Bryan Clark and Dan Patt of the Center for Defense Concepts and Technology at the Hudson Institute think tank; in segment two we speak with Byron Callan of the independent Washington research firm Capital Alpha Partners.
4/4/2022 • 33 minutes, 24 seconds
Defense & Aerospace Report Podcast [Apr 3, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member).
4/1/2022 • 53 minutes, 25 seconds
Defense & Aerospace Daily Podcast [Mar 31, 2022] Jim Jones on Russo-Ukraine Conflict
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Gen. James Jones, USMC Ret., a former National Security Adviser, former Supreme Allied Commander and former Marine Corps commandant who is now president of Jones Group International.
3/31/2022 • 37 minutes, 41 seconds
Northrop Grumman Cyber Report [Mar 30, 22] Mark Montgomery on 'FY 22 & '23 Budgets; MITRE Engage
On this week’s Cyber Report, sponsored by Northrop Grumman, in segment one our guest is Mark Montgomery, a retired US Navy rear admiral who is the senior advisor to the bipartisan Cyberspace Solarium Commission and the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies; in segment two we speak with Maretta Morovitz of MITRE’s Engage team lead.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guests in segment one are Mackenzie Eaglen of the American Enterprise Institute and Todd Harrison of the Center for Strategic and International Studies; in segment two our guest is Richard Aboulafia of AeroDynamic Advisory.
3/29/2022 • 38 minutes, 37 seconds
Daily Pod [Mar 28, 2022] Byron Callan on 'Budget Day' & CSIS’ Karako on Russo-Ukraine Missile War
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guests are Byron Callan of the independent Washington research firm Capital Alpha Partners and Dr. Tom Karako, the director of the Missile Defense Project at the Center for Strategic and International Studies.
3/28/2022 • 34 minutes, 17 seconds
Defense & Aerospace Report Podcast [Mar 27, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
3/27/2022 • 41 minutes
Defense & Aerospace Podcast [Washington Roundtable Mar 25, ’22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Teri Schultz, a Brussels-based freelance Reporter for NPR and Deutsche Welle and podcast host for the Atlantic Council.
3/25/2022 • 42 minutes, 46 seconds
DefAero Technology Report [Mar 24, ’22] MITRE's Keoki Jackson
On this episode of the Technology Report, sponsored by GM Defense, Dr. Keoki Jackson, the senior vice president and general manager for the national security sector at MITRE.
3/24/2022 • 31 minutes, 58 seconds
Cyber Report [Mar 23, 22] John Cofrancesco & Amanda Muller
On this week’s Cyber Report, sponsored by Northrop Grumman, John Cofrancesco of Fortress Information Security and Dr. Amanda Muller, the lead for Responsible AI at Northrop Grumman Mission Systems.
3/23/2022 • 28 minutes, 35 seconds
DEFAERO Daily Podcast [Mar 22, 2022] Ipsos' Darrell Bricker on Ukraine, COVID and Economy Polling
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Darrell Bricker, the CEO of Ipsos Public Affairs with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guests are Byron Callan of the independent Washington research firm Capital Alpha Partners and Sam Bendett of the Center for Naval Analyses discusses the latest developments in Russia and Ukraine.
3/21/2022 • 34 minutes, 47 seconds
Defense & Aerospace Report Podcast [Mar 20, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
3/20/2022 • 42 minutes, 17 seconds
Defense & Aerospace Podcast [Washington Roundtable Mar 18, 22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International and Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security.
3/18/2022 • 54 minutes, 56 seconds
DEFAERO Report Daily Podcast [Mar 17, 22] Dave Deptula on Why A No-Fly Zone Should Be A No-Go
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guest is Lt. Gen. Dave Deptula, USAF Ret., the dean of the Mitchell Institute for Aerospace Studies.
On this week’s Cyber Report, sponsored by Northrop Grumman, our guest is Nigel Inkster, the former director of intelligence and operations at Britain’s Secret Intelligence Service otherwise known as MI6 who is now a senior adviser at the International Institute for Strategic Studies.
3/16/2022 • 34 minutes, 26 seconds
DEFAERO Daily Podcast [Mar 15, 2022] CNA's Sam Bendett on the Latest in Ukraine
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses discusses the latest developments in Russia and Ukraine.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners.
3/14/2022 • 25 minutes, 29 seconds
Defense & Aerospace Report Podcast [Mar 13, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
3/13/2022 • 41 minutes, 26 seconds
Defense & Aerospace Podcast [Washington Roundtable Mar 11, 22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International and Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security.
3/11/2022 • 45 minutes, 41 seconds
Northrop Grumman Cyber Report [Mar 10, 22] CSIS' Jim Lewis
On this week’s Cyber Report, sponsored by Northrop Grumman, our guest is James Lewis, PhD, senior vice president of the Center for Strategic and International Studies.
3/10/2022 • 26 minutes, 40 seconds
Defense & Aerospace Daily Podcast [Mar 09, 2022] Gen. CQ Brown & Gen. Jay Raymond
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our interviews with Air Force Chief of Staff Gen. CQ Brown Jr. and Chief of Space Operations Gen. John W. “Jay” Raymond from the Air Force Association’s 2022 Air Warfare Symposium in Orlando. Our coverage is sponsored by Leonardo DRS.
3/9/2022 • 33 minutes, 57 seconds
DEFAERO Report Daily Podcast [Mar 08, 2022] Leading Ladies of Defense's Fiona McKay
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guest to help commemorate International Women's Day is Fiona McKay, founder of the Leading Ladies of Defense. Fiona's organization is preparing for their annual virtual summit which will be held--click here to learn more.
3/8/2022 • 18 minutes, 25 seconds
DefAero Daily Podcast [Feb 28, 2022] Byron Callan Look Ahead & General Atomics' Dave Alexander
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners and Dave Alexander, president of aviation systems at General Atomics.
3/7/2022 • 29 minutes, 26 seconds
Defense & Aerospace Report Podcast [Mar 06, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
3/6/2022 • 41 minutes, 25 seconds
Defense & Aerospace Podcast [Washington Roundtable Mar 04, 22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International and Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security.
3/4/2022 • 48 minutes, 48 seconds
Defense & Aerospace Daily Podcast [Mar 03, 2022] Air Force Sec Frank Kendall
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, we interview Air Force Secretary Frank Kendall at the Air Force Association’s 2022 Air Warfare Symposium in Orlando. Our coverage is sponsored by Leonardo DRS.
3/3/2022 • 23 minutes, 58 seconds
Northrop Grumman Cyber Report [Mar 02, 22] JC Vega on Defending Against Russian Cyber Attacks
On this week’s Cyber Report, sponsored by Northrop Grumman, JC Vega, a retired US Army colonel and former chief information security officer who confounded and served as a director of the Army Cyber Institute at the US Military Academy, discusses defending against anticipated Russian cyber attacks on America, prioritizing threats to better focus defenses, investing and better public-private partnerships to improve cyber security, and more with Defense & Aerospace Report Editor Vago Muradian.
3/2/2022 • 32 minutes, 39 seconds
Defense & Aerospace Daily Podcast [Mar 01, 2022] Early Lessons From Ukraine
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Nicholas Myers, a post-graduate researcher at the University of Glasgow and a senior fellow at the Strategy and future think tank in Warsaw, discusses the early lessons from Russia’s invasion of Ukraine, how Ukrainian forces have managed to stymie Moscow’s plans for a quick takeover of the country, the next phase of the conflict as the Russian military increases both the number of its forces as well as logistics and more brutal tactics, how long Ukraine’s government can hold out, and how Vladimir Putin could yet use nuclear weapons and where else he might strike with Defense & Aerospace report editor Vago Muradian.
3/1/2022 • 25 minutes, 40 seconds
DefAero Daily Pod [Feb 28, 2022] Byron Callan Look Ahead & A Deep Dive on Sanctions w/ David Asher
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners analyzes Russia’s invasion of Ukraine, how long the conflict could span, the international response to Moscow’s unprovoked attack, how the outcome of the conflict could shape defense spending, and the week ahead; and Dr. David Asher of the Hudson Institute think tank discusses the unprecedented sanctions imposed on Russia, their economic and financial impact, the need to control sanctions exemptions, closing loopholes that allow Moscow and Beijing to circumvent sanctions, and the need to anticipate Vladimir Putin’s next moves with Defense & Aerospace Report Editor Vago Muradian.
2/28/2022 • 43 minutes, 56 seconds
Defense & Aerospace Report Podcast [Feb 27, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Roundup of week on world markets as Russia invades Ukraine under false pretenses, prompting Western governments to impose sanctions on Russian banks, leaders and technology
— Implications of the war and sanctions on aerospace and defense markets
— War impact on energy and commodity prices as global economy confronts rising inflation and supply chain instability
— Defense spending update, including announcement from the German Chancellor, as nations mobilize to improve capabilities, including cyber investment as prospect of full scale offensive cyber operations between Russia and West
— Lessons and takeaways from Russia’s invasion and deterring Moscow from striking elsewhere
— Air travel update as governments ease covid mandates
— Look at Babcock, BAE Systems, Hensoldt, Rolls-Royce and Safran earnings
2/27/2022 • 50 minutes, 6 seconds
Defense & Aerospace Podcast [Washington Roundtable Feb 25, 22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International and Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security.
Topics:
— Whether US defense spending will top $800 billion as Russia invades Ukraine in the largest combat action in Europe since World War II
— Republican criticism of President Biden as US leads global sanctions on Russia
— Impending retirement of Sen. Jim Inhofe, R-Okla., and who could succeed the veteran lawmakers as ranking member of the Senate Armed Services Committee
— What’s next in Russia’s military campaign as Ukrainian resistance mounts and Vladimir Putin calls for Kyiv to surrender and “demilitarize”— Whether Putin stops at Ukraine or moves to seize Moldova or NATO territory
— Grading Biden’s performance in marshaling global response to Putin, including unprecedented sanctions on Russian banks, leading individuals and their families, and restricting technology exports
— China’s role in the conflict after striking a partnership with Russia
— View of conflict from the perspective is Indo-Pacific powers as they worry whether Beijing will learn lessons from Moscow that will shape it’s plans for militarily retaking Taiwan
— How China can use its CHIPS clearing house in Hong Kong as well as new digital renminbi to circumvent sanctions on Russia
— Prospects for and potential size of supplemental funding measure to cover Ukraine-related costs
2/25/2022 • 56 minutes, 28 seconds
DEFAERO Daily Podcast [Feb 24, 2022] The Russian Invasion--A View From Beijing & Digital Media
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Patrick Cronin, the Asia-Pacific security chair at the Hudson Institute think tank, discusses China’s response to Russia’s invasion of Ukraine, how Beijing could aid Moscow as the world imposes unprecedented sanctions on the Russian banks, businesses and individuals, how America’s Asia-Pacific allies regard the Ukraine invasion and will support punishing Russia; and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member) on President Biden and his administration’s messaging on the lead up to the invasion and the challenging ahead in keeping attention and punishment efforts focused on Vladimir Putin with Defense & Aerospace Report Editor Vago Muradian.
2/24/2022 • 37 minutes, 20 seconds
Cyber Report [Feb 23, 22] Cofrancesco & Koffman on Cyber & Traditional Power in the Ukraine Invasion
On this week’s Cyber Report, sponsored by Northrop Grumman, John Cofrancesco of Fortress Information Security discusses Russia’s cyber operations in Ukraine, the kind of offensive cyber operations the US intelligence expects Russia to execute against American government, infrastructure and industry, what companies can do to protect themselves, prioritizing defenses, what lawmakers have to do over the coming months, and how to hold Russia to account for its misdeeds; and Michael Kofman, who heads the Russia team at the Center for Naval Analyses, discusses the kinds of capabilities Vladimir Putin will demonstrate in invading Ukraine, the nature and goals of the invasion, whether there will be a nuclear messaging dimension to the conflict, and the importance of regarding Russia as a long-term threat to US and international stability with Defense & Aerospace Report Editor Vago Muradian.
2/23/2022 • 36 minutes, 39 seconds
DEFAERO Strategy Series w/ Dr. Hal Brands [Feb 22, ’22]
Dr. Hal Brands, the Henry A. Kissinger Distinguished Professor of Global Affairs at the Johns Hopkins University School of Advanced International Studies and American Enterprise Institute resident scholar, discusses Russia’s invasion of Ukraine and his new book, how the Biden administration should manage the crisis, and his new book “The Twilight Struggle: What the Cold War Teaches Us about Great-Power Rivalry Today,” the long-term approach to countering and cooperating with China and Russia, and what constitutes good and bad strategy with Defense & Aerospace Report Editor Vago Muradian. This conversation is part of a series with leading strategists and national security thinkers that is sponsored by General Atomics Aeronautical Systems and dedicated to the memory of Andrew Marshall, the former director of the Pentagon’s Office of Net Assessment.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the lessons from Russia’s intimidation of Ukraine and what war might look like and mean for investment in weapon systems, US defense spending outlook, GD-GM Defense partnership for the US Army’s Optionally Manned Combat Vehicle program, and the week ahead; and Doug Jankovich, the vice president for growth and strategy at the new intelligence, surveillance and reconnaissance business group at Huntington Ingalls Industries, discusses how the company is expanding its reach into the ISR market with Defense & Aerospace Report Editor Vago Muradian.
2/21/2022 • 32 minutes, 12 seconds
Defense & Aerospace Report Podcast [Feb 20, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Week on world markets as international community and investors brace for Russian attack on Ukraine
— Reports that Biden administration will request $773 billion for defense in 2023
— Look at Airbus and MTU earnings as well as how string of recent Rafale fighter sales changes outlook for Dassault as well as the French-German-Spanish SCAF future fighter effort
— Update on Embraer’s E2 175 program as well as company plans for a new regional turboprop
— Singapore Air Show newsflow and aircraft orders
2/20/2022 • 46 minutes, 18 seconds
Defense & Aerospace Podcast [Washington Roundtable Feb 18, 22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International and Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security.
Topics:
— Senate keeps government open until March 11 as lawmakers move toward full-year appropriations measure
— Analysis of Reuters report that Biden administration will ask for $773 billion for defense in 2023
— Limits of bipartisanship as GOP donors pressure lawmakers after recent cross-aisle cooperation on sanctions and other measures
— Whether Russia will invade Ukraine now that Duma has moved to recognize Russian separatist enclaves of Donetsk and Luhansk in Eastern Ukraine, and Moscow has massed 190,000 around Ukraine and ramped up cyber attacks and artillery strikes
— What Vice President Kamala Harris and US leadership team need to marshal allies and partners against Russia at the Munich Security Conference
— Motivation for French President Emmanuel Macron’s drive for European sovereignty
— Analysis of the Biden administration’s Indo-Pacific Strategy
— Outlook for AUKUS partnership to equip Australia with nuclear powered attack submarines
— DoD’s new competition strategy to help reduce cost and drive innovation
— Israeli Prime Minister Naftali Bennett’s historic trip to Bahrain and update on Iran nuclear negotiations
— Warming Israeli-Turkish relations as a consequence of Ukraine crisis and possible gas cutoff to Europe
2/18/2022 • 54 minutes, 36 seconds
Defense & Aerospace Daily Podcast [Feb 17, 22] Royal Navy's Rear Adm. Steve Moorhouse
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Rear Adm. Steve Moorhouse, RN, the Royal Navy’s director of force generation, discusses takeaways from the record-setting maiden seven-month UK Carrier Strike Group 21 deployment centered around HMS Queen Elizabeth last year, US-UK naval cooperation worldwide, improving logistical capabilities in the Indo-Pacific, vital importance of coalition interoperability as the United States embraces the Joint All-Domain Command and Control System, increasing UK naval capabilities, role of seapower in future conflict and more with Defense & Aerospace Report Editor Vago Muradian.
2/17/2022 • 23 minutes, 59 seconds
Cyber Report [Feb 16, 22]:Mark Montgomery on Russia, Attacks at Home & Legislation in Work
On this week’s Cyber Report, sponsored by Northrop Grumman, Mark Montgomery, a retired US Navy rear admiral who is the senior advisor to the bipartisan Cyberspace Solarium Commission and the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies, discusses the NSA-FBI-CISA guidance issued today on “Protecting Cleared Defense Contractor Networks Against Years-Long Activity by Russian State-Sponsored Actors,” what more Washington should be doing to protect the US national industrial base band critical infrastructure from Russian offensive operations, and update on status of cybersecurity legislation with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Lt. Gen. Frédéric “Zo” Parisot, the vice chief of the French Air Force, discusses France’s role in reassuring NATO partners as Moscow threatens Ukraine, the future of collaboration between his force and the US Air Force in the Pacific and worldwide, modernization, training and interoperability priorities, and lessons learned from his Pentagon tour with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett of the Center for Naval Analyses discusses the report he co-authored with his colleague Jeff Edmonds — “Russian Military Autonomy in a Ukraine Conflict” — as Washington and its allies say Moscow is moving to invade Ukraine and what Kiev can do to counter Russia’s unmanned systems; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses how Russia might respond to Western sanctions should it invade Ukraine, what invasion means for the notion of sanctions as a deterrent, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
2/15/2022 • 35 minutes, 21 seconds
Defense & Aerospace Report Podcast [Feb 13, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Aerospace and defense stock performance in Europe as Western government brace for Russian invasion of Ukraine
— Gauging magnitude of expected defense spending increases as European governments bolster munitions and battlefield weapon inventories
— Look at CAE, Huntington Ingalls Industries, Saab and Triumph Group earnings and Rheinmetall’s pre-announcement
— Worldwide commercial air travel update as omicron wave dissipates
— Indonesia’s selection of the Rafale by Dassault Aviation over Su-35 by Sukhoi, and implications of for French-German-Spanish SCAF program
— Late US move to entice Jakarta to embrace Boeing’s F-15
— French push to return Rafale to Canada’s contest for a new fighter now involving Lockheed Martin’s F-35A Lightning II and Saab’s JAS-39E/F Gripen
— Takeaways from the Pacific Northwest Aerospace Alliance annual conference
2/13/2022 • 53 minutes, 45 seconds
Defense & Aerospace Podcast [Washington Roundtable Feb 11, 22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International and Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security.
Topics:
— Congress moves to toward appropriations measure in March, but political hurdles remain in Senate as House moves ahead on another temporary measure
— Whether Russia’s manufactured Ukraine crisis marks an inflection point that drives Washington and the West to toughen up or stick with business-as-usual approach
— Russia crisis and the Biden administration’s tepid approach to hard power as White House prepares new strategies and defense spending requests
— Ways China can support Russia, whether Moscow invades Ukraine or not
— Implications of disregarding the 1994 Budapest Memorandum that extended security guarantees to Ukraine in exchange for Kiev giving up Russian nuclear weapons on its territory
— Why Washington has to weigh in as Argentina joins China’s Belt and Road Initiative and the two nations backed each other’s territorial claims to the Falklands and Taiwan
— Biden administration’s Indo-Pacific strategy that includes new Pacific partnership with US, UK, France, Japan, Australia and New Zealand as the Quad begins to look increasingly like an alliance
— Grading Biden on handling of Ukraine crisis
— Diverting $7 billion in frozen Afghan assists for 9/11 fund and humanitarian aid for Kabul
— Irrelevance of RNC censure of Reps. Liz Cheney and Adam Kinzinger and former President Trump’s mishandling and destruction of documents on GOP
2/12/2022 • 52 minutes, 27 seconds
Defense & Aerospace Daily Podcast [Feb 10, 22] Bryan Clark on How the Russian's Might Fight
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Bryan Clark, the director of the Center for Defence Concepts and Technology at the Hudson Institute, discusses decision-centric warfare, his recent commentary authored with his colleague Dan Patt — “Russia is Teaching a Master Class on Decision-Centric Warfare” that appeared on the DefenseOne website — how the approach can be applied to China and why the Biden administration should adopt it in its upcoming strategy documents, why Russia may be approaching the end of its decision-centric advantage, and the importance of capability and will in the application of successful deterrent strategy, and the new Hudson report “Can the US Regain Battlefield Superiority against China? Applying New Metrics to Build an Adaptable and Resilient Military” with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Cyber Report, sponsored by Northrop Grumman, Justin Sherman of the Atlantic Council’s Cyber Statecraft Initiative and Wired magazine, discusses the the cyber aspects of Russia’s ongoing buildup of air, land and naval forces around Ukraine, how the conflict could escalate in cyberspace, US role in helping Kiev improve its defenses, defending America from offensive Russian cyber moves, Moscow’s ability to disrupt global internet traffic by severing key undersea cables, and an update on efforts to counter the Log4j vulnerability with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Tony Long, the innovation manager at Northrop Grumman, discusses how the company’s Fab Labs — pioneered at a warehouse in the corner of the historic Space Park campus in Redondo Beach, Calif. — are changing the aerospace and defense giant’s culture by fostering greater collaboration and innovation as well as accelerating engineering and development with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses key takeaways from a panel discussion with Washington’s top defense budget analysts convened on Monday by the Center for Strategic and International Studies, and Gen. Hawk Carlisle, USAF Ret., the president and CEO of National Defense Industrial Association, discusses the organizations third annual Vital Signs report on the health of the US national security industrial base and the bipartisan commission to update the Pentagon’s Planning, Programming, Budgeting and Execution system with Defense & Aerospace Report Editor Vago Muradian.
2/7/2022 • 33 minutes, 30 seconds
Defense & Aerospace Report Podcast [Feb 06, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Defense and aerospace stock performance during a roller coast week on US and European markets
— Key news flow for the week, including Quebec government’s investment in Airbus’ A220, and earnings analysis as companies struggle with supply chain problems
— British Prime Minister Boris Johnson’s political fate and whether UK Defence Secretary Ben Wallace will succeed Jens Stoltenberg as NATO Secretary General later this year
— Qatar’s decision to acquire 50 Boeing 777 freighters, weeks after Airbus cancelled the Gulf carrier’s aircraft order
— Implications of rising inflation rates on the aerospace and defense sector
— How the United States Innovation and Competition Act as well as America COMPETES Act will impact US industry
— Europe’s efforts to improve competitive capabilities against China
— US-Japan agreement to develop hypersonic, counter hypersonic, artificial intelligence and quantum computing technologies
— Commercial satellite imagery of novel aircraft under development at US Air Force’s Area 51 test complex
2/6/2022 • 52 minutes, 17 seconds
Defense & Aerospace Podcast [Washington Roundtable Feb 04, 22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Michael Herson of American Defense International and Rear Adm. Mark Montgomery, USN Ret., the executive director of the Cyberspace Solarium Commission as well as a fellow with the Foundation for the Defense of Democracies.
Topics:
— Update on defense appropriations, Russia sanctions, and USICA-COMPETES
— Takeaways from meeting between Xi Jinping and Vladimir Putin during which the two leaders pledged “limitless” cooperation
— How Washington can pressure China if it helps Russia break US and allied sanctions
— Whether excessive US use of sanctions would backfire if friends and foes work together to circumvent the dollar and Washington’s hold on global finance
— Putin’s timetable for Ukraine invasion and Moscow’s ability to successfully divide NATO without firing a shot
— Israel Defense Minister Benny Gantz’s visit to Bahrain and Israel’s first-ever participation in US-led naval exercises that include Saudi Arabia, Pakistan, Yemen, Oman and others
— North Korea’s missile tests and how Pyongyang is challenging UN restrictions
— Update on Iran nuclear talks
— GOP censure of Reps. Liz Cheney, R-Wy., and Adam Kinzinger, R-Ill.
2/4/2022 • 53 minutes, 9 seconds
Defense & Aerospace Daily Podcast [Feb 03, 22] French Chief of the Naval Staff Adm. Pierre Vandier
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, French Navy Adm. Pierre Vandier, the chief of staff of the French Navy, discusses global naval trends that are shaping his planning, training and investment decisions, France’s strategic role in the Indo-Pacific, increasing Franco-American naval cooperation and interoperability, tougher and more realistic at-sea training for a new generation of naval leaders, modernization priorities, capabilities for France’s next 80,000-ton nuclear powers aircraft carrier, and case for integrated sea-space-cyber power in future conflict with Defense & Aerospace Report Editor Vago Muradian.
2/3/2022 • 18 minutes, 49 seconds
Northrop Grumman Cyber Report [Feb 02, 22]: Review of Cyber Headlines and Update on CMMC 2.0
On this week’s Cyber Report, sponsored by Northrop Grumman, Dr. Jim Lewis, the director of the Strategic Technologies Program at the Center for Strategic and International Studies, discusses Deputy National Security Adviser Anne Neuberger’s trip to Europe to improve NATO and Ukraine’s cyber defenses, lessons from Russia’s recent cyber operations, defending America against possible Russian offensive cyber operations, and the Biden administration’s new zero trust executive order; and Michael Speca, the president of cybersecurity firm Ardalyst, discusses the Cybersecurity Maturity Model Certification 2.0 with Defense & Aerospace Report Editor Vago Muradian.
2/2/2022 • 33 minutes, 1 second
DEFAERO Strategy Series w/ Bridge Colby[Feb 01, ’22]
Bridge Colby, the co-founder and principal at the Marathon Institute who is the former deputy assistant secretary of defense for strategy and force development during the Trump administration where he was the official leading the development of the 2018 National Defense Strategy, discusses his book “The Strategy of Denial: Defense in the Age of Great Power Conflict,” how China plans to fight, how the United States and its allies need to deter China and other powers, creating and maintaining an Anti-Hegemonic Coalition, countering a united alliance among China, Russia, Iran and North Korea, and what constitutes good and bad strategy with Defense & Aerospace Report Editor Vago Muradian. This conversation is part of a series of discussions with leading thinkers and strategists and dedicated to the memory of Andy Marshall, the former director of the Pentagon’s Office of Net Assessment, and sponsored by General Atomics Aeronautical Systems.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Tom Karako, the director of the Missile Defense Project at the Center for Strategic and International Studies, discusses the long-range strike as well as integrated air and missile defenses that Russia would bring to bear against Ukraine in the event of an invariant, how Saudi Arabia and UAE are defending against Houthi, North Koreas missile programs, and the US Army’s progress on hypersonic weapons; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses recent defense and aerospace industry earnings, whether Russia-Ukraine tensions will drive higher European military spending and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
1/31/2022 • 29 minutes, 1 second
Defense & Aerospace Report Podcast [Jan 30, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are, in segment one Jeff Bialos, a partner at the Eversheds Sutherland law firm who was a former deputy undersecretary of defense for industrial policy; in segment two “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Week on world markets as US posts 5.7 percent economic growth but inflation concerns, Ukraine crisis and earnings weigh on investors
— Survey of fourth quarter and year end 2021 earnings released last week including Boeing, General Dynamics, Lockheed Martin, Northrop Grumman, Raytheon Technologies and Textron
— Deep dive into Boeing’s results that included second annual loss and charges across key programs including 737, 787 and KC-46
— Analysis of Boeing $450 million investment in air taxi company WISK
— Philippines decision to buy three BrahMos anti ship missile batteries from India as Beijing continues to intimidate Manila
— Air travel update as omicron wave crests in Europe and America
— Legacy of Huntington Ingalls Industries President and CEO Mike Petters as he prepares to hand the reins to CFO Chris Kastner
1/30/2022 • 51 minutes, 16 seconds
CAVASSHIPS Podcast [Jan 29, ’22] Episode 33…"This Business Will Get Out of Control"
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…Navies and militaries around the world are operating at an usually high level, particularly Russia, but also the US, its NATO allies and other partners, and much of it related to the Russian threat of invasion aimed at Ukraine. Is this all just so much movement and motion or is there real purpose behind it? And what are the risks of unintended consequences? We’ll talk about that, as well as what happens when so-called unauthorized imagery appears of military mishaps, and have a look at a major change at the top of the US Navy’s primary shipbuilder.
In this Week’s Squawk Chris Cavas challenges Congress to do their job and pass a budget.
Please send us feedback by DM’ing @CavasShips or @CSSProvision or you can email [email protected] or [email protected].
1/29/2022 • 32 minutes, 43 seconds
Defense & Aerospace Podcast [Washington Roundtable Jan 28, 22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Rear Adm. Mark Montgomery, USN Ret., the executive director of the Cyberspace Solarium Commission as well as a fellow with the Foundation for the Defense of Democracies.
Topics:
— Whether the threat of Russian invasion of Ukraine will spur Congress to approve defense appropriations measure
— What’s next in Ukraine and the scope of Moscow’s possible incursion
— Concerns that NATO is not as united as the rhetoric suggests
— How Russia-Ukraine crisis signals weakness to US allies and partners worldwide as well as adversaries like an increasingly assertive China
— Implications of far-right Republicans parroting Kremlin talking points
— Need for the US to craft a strategy to counter China and Russia, which are boosting their cooperation
— Rethinking whether offensive cyber is equal to a physical invasion that should trigger retaliatory action and sanctions
— Latest on Iran nuclear talks and why Arab nations are embracing their Jewish minorities as well as restoring ancient temples
1/28/2022 • 46 minutes, 4 seconds
Defense & Aerospace Daily Podcast [Jan 27, 22] Dr. Evelyn Farkas on the Russia-Ukraine
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Evelyn Farkas, a former deputy assistant secretary of defense for Russia, Ukraine and Eurasia during the Obama administration who now leads the Farkas Global Strategies consultancy, discusses Russia’s gambit in Ukraine, the menus of steps America and its allies can take to deter Moscow or punish it for again invading its neighbor, how Russia might respond to punitive sanctions, and lessons the administration has learned since Putin’s 2014 invasion of Ukraine with Defense & Aerospace Report Editor Vago Muradian.
1/27/2022 • 29 minutes, 8 seconds
Cyber Report [Jan 26, 22]: Mike Rogers on the Cyber elements of a Russia-Ukraine Conflict
On this week’s Cyber Report, sponsored by Northrop Grumman, Adm. Mike Rogers, USN Ret., the former director of the National Security Agency and the first commander of US Cyber Command who is now a cyber consultant and chairman of the advisory board of cybersecurity firm Claroty, discusses Russia’s cyber and information operations against Ukraine, NATO nations and the United States, how the cyber and electromagnetic elements of a Russian invasion of Ukraine would play out, how America and its allies should respond, the importance of viewing cyber as a key warfighting domain, deterrence in cyber, how Moscow will use proxies and Allie’s including China, North Korea, Iran and criminal groups in cyber operations, and more with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Tom Siebel, founder and CEO of C3.ai, discusses artificial intelligence, its uses, state of the commercial art, the role of commercial providers for defense applications and potential opportunities in the wake of the National Defense Authorization Act with Defense & Aerospace Report Editor Vago Muradian.
1/25/2022 • 37 minutes, 31 seconds
Defense & Aerospace Daily Podcast [Jan 24, 22] Russia & The Weekly Look Ahead
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Michael Kofman, head of the Russia team at the Center for Naval Analyses, and Byron Callan of the independent Washington research firm Capital Alpha Partners discuss the impending Russian invasion of Ukraine, what that invasion will look like, what the failure to deter Russia means, how Moscow may respond kinetically after the West imposes sanctions and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
1/24/2022 • 38 minutes, 41 seconds
Defense & Aerospace Report Podcast [Jan 24, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Aerospace and defense stock performance on US and European markets as investors worry about inflation impact and tighter monetary policy
— Look ahead to earnings as leading companies prepare to report 2021 returns
— Possible impact should British Airbus workforce strike and Rory Kennedy’s documentary on Boeing’s 737 Max
— Air travel outlook as omicron crests and potential impact of Washington responds to China’s ban on US flights
— Update on 5G impact on US commercial aviation
— Implications for the French-German-Spanish SCAF program to develop a new sixth generation fighter should Berlin acquire the F-35 Lighting II to fill nuclear mission after retiring its Tornado jets
1/23/2022 • 47 minutes, 10 seconds
Defense & Aerospace Podcast [Washington Roundtable Jan 21, 22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security, Michael Herson of American Defense International and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member).
Topics:
— Update on President Biden’s legislative agenda after Democrats lost vote on filibuster changes and voting reform, Build Back Better and omnibus
— Implications of surprise retirement announcement by Rep. Jim Langevin, D-RI, and FBI investigation of Rep. Henry Cuellar, D-Texas
— Analysis of Biden’s lengthy press conference on first year of his presidency as his popularity sinks to all-time low
— Impact of Biden’s comments on Ukraine as NATO alliance grapples with common approach to either deter Moscow from again invading Ukraine or punish it after doing so
— Beijing’s slate of challenges, from fighting omicron, coping with demographic challenges stemming from one-child policy and economic challenges that will force a one-third cut in civil servant salary and perks
— US-Japan talks that cover Russia, China and North Korea
— Iran nuclear negotiations update
— Implications of Saudi Arabian attack on Yemen that killed at least 70 and knocked out internet service
1/21/2022 • 52 minutes, 22 seconds
[Jan 20, 22] Massive Attacks of Disruption; Threats at Home and Abroad
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Harlan Ullman, a retired US Navy captain, strategist and chairman of the Killlowen Group consultancy, discusses his new book — “The Fifth Horseman and the New MAD: How Massive Attacks of Disruption Became the Looming Existential Danger to a Divided Nation and the World at Large” — with Defense & Aerospace Report Editor Vago Muradian.
1/20/2022 • 31 minutes, 12 seconds
Northrop Grumman Cyber Report [Jan 19, 22]: Dmitri Alperovich's 6 Priorities for '22
On this week’s Cyber Report, sponsored by Northrop Grumman, Dmitri Alperovich, the co-founder and executive chairman of the bipartisan Silverado Policy Accelerator, discusses his organization’s six cyber priorities for 2022 with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the growing concern that Russia will again invade Ukraine, what it will take to deter Moscow, look ahead to upcoming corporate earnings disclosures, key takeaways from the Surface Navy Association’s symposium last week, interservice parochialism, the Treasury Department’s most recent outlays report and what’s ahead this week with Defense & Aerospace Report Editor Vago Muradian.
1/18/2022 • 25 minutes, 12 seconds
Defense & Aerospace Report Podcast [Jan 17, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Defense and aerospace stock performance on US and European markets
— China’s impact on already strained global supply chains as Beijing enforces tougher covid lockdown
— Airbus and Boeing order and delivery figures
— Evolving Environmental, Social and Governance trends that are trending against defense and aerospace investment
— Analysis of implosion of eVtol Special Purpose Acquisition Companies
— Sweden increases troop presence on Gotland as Stockholm and capitals across Europe boost defense focus as Russia prepares to again invade Ukraine
— Potential impact of the film “Downfall: The Case Against Boeing” that will debut next Friday at the Sundance Film Festival
1/17/2022 • 38 minutes, 41 seconds
Defense & Aerospace Podcast [Washington Roundtable Jan 14, 22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security, Michael Herson of American Defense International and Rear Adm. Mark Montgomery, USN Ret., the executive director of the Cyberspace Solarium Commission as well as a fellow with the Foundation for the Defense of Democracies
Topics:
— Defense appropriations outlook as service leaders warn of the perils of living under a full-year continuing resolution
— What’s next now that US-NATO talks with Russia have failed and Moscow craft pretexts to press ahead with its planned invasion of Ukraine
— How to deter Russia after a decade of failing to adequately stand up to Moscow’s transgressions and provocations
— Lessons that Beijing is drawing from Russia’s continuous and effective breaking of international norms as China rises tensions over Taiwan
— Implications of Beijing’s expanding influence in the Gulf
— Key takeaways from the Surface Navy Association’s annual symposium
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Vice Adm. Bill Galinis, USN, the commander of the Naval Sea Systems Command, discusses the impact of continuing resolutions on ship repair, how his team is addressing a massive maintenance and overhaul backlog, how new contracting approaches can improve availabilities at private shipyards, work to determine extra drydock and personnel needed to address wartime battle damage, improving battle damage repair skill at the upcoming Rim of the Pacific exercise as well as from the Bonhomme Richard after fire gutted the amphibious assault ship, survivability in an era of hypersonic anti-ship weaponry, and lessons from the Constellation-class frigate that can be applied to the Navy’s future destroyer with Defense & Aerospace Report Editor Vago Muradian at the Surface Navy Association’s 2022 symposium.
1/13/2022 • 26 minutes, 53 seconds
Northrop Grumman Cyber Report [Jan 12, 22]: Justin Sherman Previews '22 & SNA Day 2 Recap
On this week’s Cyber Report, sponsored by Northrop Grumman, Justin Sherman of the Atlantic Council think tank and a Wired magazine contributor discusses what to look for in '22. In our SNA recap Chris Servello, a founder of Provision Advisors public relations firm and co-host of the Cavas Ships podcast discusses messaging at the Surface Navy Association Conference during days one and two. Our SNA coverage is sponsored by Huntington Ingalls Industries and Raytheon Missiles & Defense.
1/12/2022 • 33 minutes, 5 seconds
Defense & Aerospace Daily Podcast [Jan 11, 22] Russia, Unmanned & SNA Day 1
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Amb. Linc Bloomfield, who served at the White House, Pentagon and State Department across five administrations, discusses the recent US-Russia meetings to dissuade Moscow from again invading Ukraine and how best to deter further Russian aggression; Tom Reynolds, the senior director for business development at Huntington Ingalls Industries’ Technical Solutions Unmanned Systems, discusses the company’s unmanned strategy, new products like Remus 300, an update on the Orca Extra Large Unmanned Underwater Vehicle, expanding its reach into land and air markets; and Bryan Clark, the director of the Center for Defense Concepts and Technology at the Hudson Institute, discusses key takeaways from the first day of the Surface Navy Association’s annual symposium with Defense & Aerospace Report Editor Vago Muradian. Our SNA coverage is sponsored by HII and Raytheon Technologies.
1/11/2022 • 43 minutes, 58 seconds
Daily Podcast [Jan 10, 22] Byron Callan Weekly Look Ahead & Surface Navy Association Preview
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guest Byron Callan of the independent equity research firm Capital Alpha Partners and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member) discuss the upcoming national security issues and events that will dominate this week's news cycle, including the Surface Navy Association National Symposium being held in Crystal City, Virginia.
1/10/2022 • 28 minutes, 43 seconds
Defense & Aerospace Report Podcast [Jan 09, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Defense, commercial aviation and space stock performance on Wall Street and European markets
— Analysis of Dassault Aviation’s Falcon business jet and Rafale fighter deliveries
— Takeaways from Bank of America’s annual defense and aerospace conference
— Implications of rising inflation on defense budgets and what it means for military programs and their contractors
— Update on omicron impact on air travel
— What to expect in the week ahead
1/9/2022 • 41 minutes, 23 seconds
Defense & Aerospace Podcast [Washington Roundtable Jan 07, 22]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Rear Adm. Mark Montgomery, USN Ret., the executive director of the Cyberspace Solarium Commission as well as a fellow with the Foundation for the Defense of Democracies and Michael Herson of American Defense International.
Topics:
— As worries of a full-year continuing resolution increase, House Appropriations Committee chair suggests $740 billion funding measure, plus next week's HAC-D hearing on CRs
— Implications of Jan. 6 on 2022 legislation and politics, including President Biden’s address this week commemorating a year since the insurrection
— US-China relations and Xi Jinping struggles with a faltering economy
— Washington’s failure to rejoin Trans-Pacific Partnership as Beijing organizes rival bloc
— Deterring Russia as Moscow moves forces to quell uprising in neighboring Kazakhstan
— Whether bipartisan Cyberspace Solarium Commission can serve as a model to solve other pressing national security challenges
— Latest on national security, defense and military strategies
— Update on Iran nuclear negotiations
1/7/2022 • 53 minutes, 5 seconds
Defense & Aerospace Daily Podcast [Jan 06, 22] Americans Outlook on Democracy
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Darrell Bricker, PhD, the CEO of Ipsos Public Affairs, discusses results of a survey about Americans’ outlook on US democracy on the first anniversary of the Jan. 6 insurrection and key issues for 2022 and beyond with Defense & Aerospace Report Editor Vago Muradian.
1/6/2022 • 32 minutes, 7 seconds
Northrop Grumman Cyber Report [Jan 05, 22]: Log4J Update & What to Watch in '22
On this week’s Cyber Report, sponsored by Northrop Grumman, John Cofrancesco of Fortress Information Security discusses the latest on the Log4J vulnerability and what cyber stories to watch for in 2022 with Defense & Aerospace Report Editor Vago Muradian.
1/5/2022 • 25 minutes, 41 seconds
Defense & Aerospace Daily Podcast [Jan 04, 22] Key Naval and Space Issues of '22
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Chris Cavas and Chris Servello, the co-hosts of the CavasShips podcast, and Laura Winter, the host of The Downlink podcast, discuss the key naval and space issues of 2022 with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the importance of speed as a factor in deterring Russia from further aggression against Ukraine, lessons from the 1991 Gulf War, threats from Iran and North Korea, his latest Defense Scorecard and expectations for the Treasury Department’s Jan. 12 fourth quarter 2021 figures and other issues to consider over the coming year with Defense & Aerospace Report Editor Vago Muradian.
1/3/2022 • 24 minutes, 17 seconds
Defense & Aerospace Report Podcast [Jan 02, ’22 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners.
Topics:
— Top stories from the holidays you may have missed
— Key issues defense, commercial aviation and space stories of 2022
— Threats that are driving a positive outlook for defense spending in US, Europe and beyond
— Changing investor consensus on decoupling of trade with China
— Possible positive, and negative, shocks that could shape the coming year
1/2/2022 • 50 minutes, 7 seconds
Defense & Aerospace Daily Podcast [Dec 23, 2021] Airing of the Grievances
On this last episode of 2021, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the key stories of the year that will help shape 2022; and in celebration of Festivus, Todd Harrison of the Center for Strategic and International Studies discusses the top bad national security ideas of the year, airs his grievances and celebrates little miracles with Defense & Aerospace Report Editor Vago Muradian.
12/23/2021 • 32 minutes, 26 seconds
Northrop Grumman Cyber Report [Dec 22, 21]: Year End Review w/ Mike Rogers & Jim Lewis
On this final 2021 episode of the Defense & Aerospace Report’s weekly Cyber Report, sponsored by Northrop Grumman, Adm. Mike Rogers, USN Ret., the former director of the National Security Agency and the commander of US Cyber Command who is now a cyber consultant and chairman of the advisory board of cybersecurity firm Claroty, and Dr. Jim Lewis, the director of the Strategic Technologies Program at the Center for Strategic and International Studies, discuss the key cyber events of the year that will shape 2022 with Defense & Aerospace Report Editor Vago Muradian.
12/22/2021 • 33 minutes, 53 seconds
DEFAERO Strategy Series w/ Max Brooks [Dec 21, ’21]
Max Brooks, author “World War Z: An Oral History of the Zombie War” and his latest book “Minecraft: The Island” who is also affiliated with the Institute for Modern War at the US Military Academy where he also teaches, discusses strategy, lessons from the wars in Afghanistan and Iraq as well as covid, deterring China and Russia, accelerating capabilities development and culture change, the threat from domestic extremism, and the importance of collaboration between the arts and military members with Defense & Aerospace Report Editor Vago Muradian. This conversation is part of a series of discussions with leading thinkers and strategists and dedicated to the memory of Andy Marshall, the former director of the Pentagon’s Office of Net Assessment, and sponsored by General Atomics Aeronautical Systems.
On this episode of the Technology Report, sponsored by GM Defense, Paul Beaker, the chief engineer and director of advanced product development at GM Defense, discusses the company’s approach to product design, engineering, technology and production and how to accelerate program cycles, new families of US Army vehicles, and electrifying new and legacy vehicles with Defense & Aerospace Report Editor Vago Muradian.
12/20/2021 • 34 minutes, 10 seconds
Defense & Aerospace Report Podcast [Dec 19, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Market reaction to Federal Reserve’s decision to raise interest rates to control inflation, passage of the National Defense Authorization Act and collapse of President Biden’s $1.75 trillion Build Back Better initiative
— Impact of surging covid infection rates on once-bullish air travel forecasts through the holidays and beyond
— Airbus A350F freighter and A321neo jetliner orders
— Challenges facing Boeing’s 787 program as Italian authorities investigate subcontractor MPS that supplied defective titanium parts to Leonardo that makes carbon composite aircraft components for the wide-body aircraft
— Delays on Boeing’s Space Launch System
— Latest on British Army’s Ajax cavalry vehicle
— Resignation of UK Brexit negotiator Lord Frost and growing perception that Boris Johnson will be out as prime minister by mid-2022
— Will governments will resort to more covid stimulus as pandemic is prolonged and whether failure of BBB frees resources in Washington to fight pandemic
— Big stories of 2021 that will shape 2022
12/19/2021 • 42 minutes, 53 seconds
Defense & Aerospace Podcast [Washington Roundtable Dec 17, 21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Rear Adm. Mark Montgomery, USN Ret., the executive director of the Cyberspace Solarium Commission as well as a fellow with the Foundation for the Defense of Democracies and Michael Herson of American Defense International.
Topics:
— Analysis of the National Defense Authorization Act passed this week by Congress
— Update on appropriations and Build Back Better as Congress raises the nation’s debt limit
— Russia’s demands as Moscow masses troops on Ukraine border and Washington and NATO work to defuse crisis
— Biden administration moves against Chinese state-owned companies’ ability to operate in the United States, stopping diplomats from attending Beijing Winter Olympics and the nomination of Caroline Kennedy, the former US ambassador to Japan as America’s next ambassador to Australia
— Update on the Iran nuclear deal as Israel deftly negotiates behind the scenes and Prime Minister Naftali Bennett makes historic visit to Abu Dhabi
— Expectations of the Biden administration’s upcoming 2022 and out year spending plans to be released early next year
— Look at the key events of 2021 that will shape 2022
12/17/2021 • 44 minutes, 19 seconds
[Dec 16, 2021] France's New Strategic Vision & Russian Preparations for War
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Emmanuel Mignot, the diplomatic advisor to the chairman of the French defense staff, Gen. Thierry Burkhard, discusses the chairman’s new Strategic Vision, threats, capabilities and cooperation with the United States; and Michael Kofman who heads the Russia team at the Center for Naval Analyses discusses Russia’s troop buildup on the Ukraine border, how Moscow can be deterred or punished, and how Ukraine should improve its capabilities with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Cyber Report, sponsored by Northrop Grumman, Col. Dean “Data” Clothier, USAF Ret., the director of Joint Cyber Campaigns & Survivability at the Cyber and Information Solutions unit of Northrop Grumman’s Mission Systems sector, discusses the Log4j vulnerability, lessons from past vulnerabilities that have accelerated response times, how to craft a Joint All Domain Command and Control architecture that is secure and resilient, technology and culture change and more with Defense & Aerospace Report Editor Vago Muradian.
12/15/2021 • 42 minutes, 11 seconds
DefAero Technology Report [Dec 14, ’21] Mark Lewis on Hypersonics
On this edition of the Defense & Aerospace Report’s Technology Report, sponsored by GM Defense, Dr. Mark Lewis, a former director of Defense Research and Engineering who is now the director of the Emerging Technologies Institute of the National Defense Industrial Association, discusses China’s hypersonic weapons program and the capabilities the United States must develop for hypersonic strike as well as defense against adversary systems with Defense & Aerospace Report Editor Vago Muradian.
12/14/2021 • 24 minutes, 33 seconds
Defense & Aerospace Daily Podcast [Dec 13, 2021]Log4j Vulnerability & Byron Callan on the Week Ahead
John Cofrancesco of Fortress Information Security discusses the magnitude of the vulnerability in the widely used Java logging library Log4j that can be exploited to take control of servers across cyberspace; and Byron Callan of the independent Washington research firm Capital Alpha Partners on the F-35 Lightning II win in Finland, Chinese violations of Taiwanese airspace and the week ahead with Defense & Aerospace Report Editor Vago Muradian.
12/13/2021 • 29 minutes, 35 seconds
Defense & Aerospace Report Podcast [Dec 12, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Performance of defense and aerospace shares on world markets as inflation hits 40-year high and omicron variant spreads
— Global travel update as holidays approach and covid lockdowns, testing, mask and vaccine mandates return
— Impact on plans to return mothballed aircraft to service as well as new jet deliveries
— Finland’s decision to pick the F-35 Lightning II to replace aging F-18s now in service
— What Helsinki’s decision means for Saab’s Gripen and Boeing’s F-18
— Germany’s defense outlook under new Chancellor Olaf Scholz
— House passes National Defense Authorization Act as Senate takes up measure
12/13/2021 • 42 minutes, 4 seconds
Defense & Aerospace Podcast [Washington Roundtable Dec 10, 21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests in segment one are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies and Michael Herson of American Defense International; in segment two we talk Army-Navy with John Schofield, co-founder of theProvision Advisors PR firm and co-host of the Sing Second Sports podcast.
Topics:
— Update on the Senate version of the National Defense Authorization Act
— Talks to raise the nation’s borrowing limit, prospects for Build Back Better as inflation hits a 40-year high and a look at appropriations process
— President Biden’s meeting with Vladimir Putin as Russia masses troops on the Ukraine border
— Biden’s decision to block US diplomats from attending the upcoming winter Olympic Games in Beijing
— The importance of Biden’s Summit of Democracies
— Latest on reviving the Iran nuclear deal and Israeli concerns with further negotiations with Tehran
— Takeaways from the Reagan National Defense Forum
— Special coverage of the 122nd Army-Navy Game with prominent US Military Academy and the US Naval Academy graduates on what the rivalry has meant to them as cadets and midshipmen, as officers, and as lawmakers, service chiefs and secretaries and as defense secretary, and why sports are such an important part of the service academy ethos and curriculum
12/10/2021 • 49 minutes
Defense & Aerospace Daily Podcast [Dec 09, 2021] General Atomics' New Mojave Unmanned Aircraft
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dave Alexander, the president of General Atomics Aeronautical Systems, discusses the company’s new Mojave unmanned aircraft that was unveiled today — a short takeoff and landing variant of its Grey Eagle now in service with the US Army to address a future market for surveillance and strike capabilities that can operate from austere locations especially in the Indo-Pacific — how the company is accelerating new product development, the need to replace manned platforms with a wider array of unmanned systems, and more with Defense & Aerospace Report Editor Vago Muradian.
12/9/2021 • 39 minutes, 26 seconds
Northrop Grumman Cyber Report [Dec 08, 21]: Cyber Elements of the Senate version of the NDAA
On this week’s Cyber Report, sponsored by northern Grumman, Rear Adm. Mark Montgomery, USN Ret., the senior advisor to the bipartisan Cyberspace Solarium Commission who is also the senior director of the Center on Cyber and Technology Innovation at the Foundation for the Defense of Democracies, discusses the cyber elements of the Senate version of the National Defense Authorization Act that omitted key intrusion and ransomware reporting requirements, the need for businesses small and large to report intrusions to the Department of Homeland Security and the National Security Agency, what’s next for passing legislation including House efforts, and key takeaways from the Reagan National Defense Forum with Defense & Aerospace Report Editor Vago Muradian.
12/8/2021 • 28 minutes, 47 seconds
Defense & Aerospace Daily Podcast [Dec 07, 2021] French Navy Vice Adm. Hervé Bléjean
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, French Navy Vice Adm. Hervé Bléjean, the Director General of the European Union Military Staff, discusses the EU’s Strategic Compass, threats and needed capabilities, partnership with the United States and NATO, unique role of the EU in global security, China and more with Defense & Aerospace Report Editor Vago Muradian.
12/7/2021 • 38 minutes, 57 seconds
Defense & Aerospace Daily Podcast [Dec 06, 2021] Byron Callan & Air Force Sec Frank Kendall
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses Defense Secretary Lloyd Austin’s commentary at the Reagan National Defense Forum, prospects for and implications of a Russian invasion of Ukraine and the week ahead; and Air Force Secretary Frank Kendall discusses funding his force on continuing resolutions, creating a service culture of moving faster, developing capabilities to deter adversaries like China, and safeguarding US high-value assets like military satellites from interference by Russia and China with Defense & Aerospace Report Editor Vago Muradian.
12/6/2021 • 25 minutes, 49 seconds
Defense & Aerospace Report Podcast [Dec 05, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests in segment one are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners; in segment two Senator Jack Reed, D-RI; in segment three Mike Petters, the president and CEO of Huntington Ingalls Industries
Topics:
— Week on world markets as investors grapple potential impact of omicron variant as scientists work to determine the impact of this latest covid strain
— China’s decision to return Boeing’s 737 Max to flight, grounded after two deadly crashes
— UAE’s decision to acquire more than 80 Rafale fighters from Dassault Aviation as well as implications of the deal and other sales on the France-Germany-Spain SCAF 6th generation fighter effort
— Bloomberg reporter Peter Robison’s book “Flying Blind: The 737 Max Tragedy and the Fall of Boeing”
— Senate Armed Services Committee Chairman Jack Reed, D-RI, on continuing resolutions, the National Defense Authorization Act, helping accelerate change as China threat looms and deterring Russian aggression in Ukraine
— Mike Petters, the president and CEO of Huntington Ingalls Industries on covid mandates, the omicron variant, making the case for budget stability and the future of work
12/5/2021 • 47 minutes, 49 seconds
Defense & Aerospace Podcast [Washington Roundtable Dec 03, 21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Rear Adm. Mark Montgomery, USN Ret., the executive director of the Cyberspace Solarium Commission as well as a fellow with the Foundation for the Defense of Democracies and Michael Herson of American Defense International.
Topics:
— Congress averts a government shutdown, but NDAA, full-year Continuing Resolution and debt limit increase loom
— Analysis of what we know about the Biden administration’s Global Posture Review that was embraced by President Biden but remains classified
— Former Japanese Prime Minister Shinzo Abe’s warning to China that it faces economic devastating if it miscalculates over Taiwan
— Administration efforts to bring region together to better deter Beijing
— Russia’s continued massing of forces on the Ukraine border
— Israel’s call that Washington end a new round of nuclear negotiations with Iran
— What our roundtable expects to hear from participants in this year’s Reagan National Defense Forum
— Results of latest RNDF national security poll that shows declining American public support for the US military
12/3/2021 • 41 minutes, 4 seconds
DefAero JADC2 Report [Dec 02, ’21] Bryan Clark
On this episode of the JADC2 Report, sponsored by L3Harris, Bryan Clark, a retired US Navy commander and submariner who is now the director of the Center for Defence Concepts and Technology at the Hudson Institute think tank, discusses the Navy’s evolving approach to Joint All Domain Command and Control, the importance of bottom up experimentation, how JADC2 connects to the National Defense Strategy and the Global Force Posture Review, 5G and the future of military connectivity, why including synthetic training environments are key to future battle networks, and how to accelerate the fielding of the Pentagon’s No. 1 modernization priority with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Cyber Report, sponsored by Northrop Grumman, Chris Painter, America’s first chief cyber diplomat during the Obama administration and who is now with the Global Commission on the Stability of Cyberspace, discusses how civilians are increasingly caught in the middle of escalating cyber war between Israel and Iran, setting and enforcing cyber norms, international cooperation to counter state-driven cyber campaigns and ransomware, and whether lessons from other domains like space apply to cyberspace with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Raanan Horowitz, the president and CEO of Elbit Systems of America who was a member of the Reagan Institute’s bipartisan task force on national security and US manufacturing competitiveness co-chaired by former Lockheed Martin Chairman, President and CEO Marilyn Hewson and Bridgewater Associates CEO David McCormick, discusses the Institute’s new report — “A Manufacturing Renaissance: Bolstering US Production for National Security and Economic Prosperity;” and Dr. Wes Naylor, a retired US Navy captain who is now the president of Fifty Pound Brains Ventures and a professor at the University of Central Florida’s Institute for Simulation and Training, discusses key themes at this year’s Interservice/Industry Training, Simulation and Education Conference that began today in Orlando, Fla., with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guest Byron Callan of the independent equity research firm Capital Alpha Partners and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member) discuss the possible impacts of the new omicron variant of the COVID-19 virus, the outlook for inflation as well as the continuing resolution, authoritarians and defense spending, Ukraine and a look at the week ahead including the I/ITSEC conference and tradeshow this week in Orlando, Fla., with Defense & Aerospace Report Editor Vago Muradian.
11/29/2021 • 29 minutes, 22 seconds
Defense & Aerospace Report Podcast [Nov 28, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Implications of new Omicron COVID variant on global air travel, trade and economy
— Inflation update as the holidays approach
— Black Friday and belly cargo
— Canada’s decision to drop Boeing’s F/A-18 from fighter competition, leaving the field to Lockheed Martin’s F-35 and Saab’s Gripen
— Croatia picks former French Air Force Rafale jets by Dassault Aviation as its next fighter
— What JP Morgan Chase CEO Jamie Dimon’s comments about China and his double apologies mean
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Michael Herson of American Defense International discusses what’s next when lawmakers return to Washington next week after Thanksgiving including the status of the $1.85 trillion Build Back Better initiative, the National Defense Authorization Act and debt ceiling discussions, appropriations and the CR; and Dr. Darrell Bricker, the CEO of Ipsos Public Affairs, discusses the global security survey released at the 2021 Halifax International Security Forum in Nova Scotia, Canada, with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Adm. Karl Schultz, USCG, the 26th commandant of the US Coast Guard, discusses how the force is improving its great power capabilities, China’s behavior in the Indo-Pacific, the key role his force can play regionally and worldwide, modernization priorities including offshore patrol vessels, the inland fleet as well as heavy and medium icebreakers, and the impact of climate change with Defense & Aerospace Report Editor Vago Muradian at the 2021 Halifax International Security Forum in Nova Scotia, Canada.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners on the week ahead; Peter Van Praagh, founding President of the Halifax International Forum, on key takeaways from this year’s gathering in Halifax, what to expect from HFX’s forum next year in Taipei, and why it’s important to meet in Taiwan; and Dr. Michael Auslin of the Hoover Institution, Heather Hurlburt of New America, and former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies analyze the Halifax Forum with Defense & Aerospace Report Editor Vago Muradian.
11/22/2021 • 35 minutes, 16 seconds
Defense & Aerospace Report Podcast [Nov 21, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Recap of the week on world markets
— Austria joins the Netherlands in locking down as COVID surges and other nations consider following suit
— Dubai Airshow highlights including Airbus’ 4:1 order announcement advantage
— MTU and P&W newsflow
— Latest challenges facing Boeing’s 787 Dreamliner program
— Indonesia’s decision to order two Airbus A400M transports
— Egypt move ahead with Rafale acquisition from Dassault Aviation
— One year delay expected as Lockheed Martin moves F-16 production from Fort Worth, Texas, to Greenville, SC
— Why F-35 fighter production continues to hover around 159 jets annually
— Prospect of full-year continuing resolution
11/21/2021 • 37 minutes, 32 seconds
Defense & Aerospace Podcast [Washington Roundtable Nov 19, 21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Michael Auslin, the Payson J Treat Distinguished Research Fellow in Contemporary Asia at Stanford University’s Hoover Institution, and Heather Hurlburt, the director of the New Models of Policy Change project at the New America think tank’s Political Reform program.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guest Dr. Tom Karako, the director of the Missile Defense Project at the Center for Strategic and International Studies, discusses the future of the US Navy’s Aegis ballistic missile defense system at sea and ashore, how the iconic weapon system continues to be evolved to address emerging threats including from hypersonic weapons, an architectural approach to defeating hypersonic weapons that includes kinetic as well as electromagnetic and directed energy, the layered approach to developing US hypersonic capabilities and the what the Biden administration should bear in mind as it conducts its missile defense review with Defense & Aerospace Report Editor Vago Muradian. This podcast marks the start of a regular series on air and missile defense as well as long-range strike.
On this week’s Cyber Report, sponsored by Northrop Grumman, Rear Adm. Mark Montgomery, USN Ret., the executive director of the Cyberspace Solarium Commission, with an update on the cyber aspects of the $1.2 trillion bipartisan infrastructure act and President Biden’s proposed $1.85 trillion Build Back Better initiative as well as the commission’s proposals that are likely to be adopted by Congress in upcoming legislation; and J. Michael Daniel, the president and CEO of the Cyber Threat Alliance, discusses the recent worldwide cyber threat report issued by Palo Alto Network’s Unit 42 — produced in cooperation with CTA — with Defense & Aerospace Report Editor Vago Muradian.
11/17/2021 • 26 minutes, 47 seconds
Defense & Aerospace Daily Podcast [Nov 16, 2021] Steve Grundman on Strategic Thinking
Steve Grundman, the director of the national security studies program at the Maxwell School at Syracuse University who is also a fellow at the Atlantic Council think tank, discusses how the program is evolving to enhance focus on strategic thinking and strategy development for future national security leaders, the “Old Believer” wargame that integrates soft and hard power as well and sophisticated information operations, and how to improve educating a new generation of more capable strategists with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guest Byron Callan of the independent equity research firm Capital Alpha Partners discusses what to watch and take note of over the coming week in DC and across the national and international security landscape.
11/15/2021 • 19 minutes, 27 seconds
Defense & Aerospace Report Podcast [Nov 14, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— The week on world markets as investors grapple with worst inflation in three decades
— Rising covid rates as the Netherlands locks down again and implications for global air travel recovery
— AerCap, QinetiQ and Hensoldt earnings
— GE’s decision to break up into aviation, energy and healthcare companies
— BoA-AvWeek survey that finds strong market demand for a new Boeing middle market jetliners with 757-like capabilities to counter Airbus A321neo
— Why the US military is unsuited to counter China
— Look ahead to the Dubai Airshow
11/14/2021 • 51 minutes, 36 seconds
Defense & Aerospace Podcast [Washington Roundtable Nov 12, 21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Evelyn Farkas, a former deputy assistant secretary of defense for Russia, Ukraine and Eurasia who is now the president of Farkas Global Strategies, Peter Van Praagh, the president of the Halifax International Security Forum and Dr. Patrick Cronin of the Hudson Institute.
Topics:
— Implications of Chinese Premier Xi Jinping’s new elevated status and climate deal between Washington and Beijing
— Russia’s buildup of troops on the Ukraine border and Belarus’ threats against energy flows to Europe
— How Europe and America can deter Moscow and Minsk
— Look ahead to the Halifax International Security Form that starts next week
— HISF’s forum in Taipei next year as China ratchets up pressure on Taiwan
— Countering authoritarianism worldwide
— Trump administration’s rationale for firing then Defense Secretary Mark Esper
— Politicization of coverage of DoD as Pentagon moves to address both China and Climate
— Update on Iran nuclear negotiations and US delegations to Israel
— A case for bigger US Navy budget for more ships and capabilities
— Senate Armed Services Committee Chairman Jack Reed’s concerns with industrial consolidation
11/12/2021 • 51 minutes, 48 seconds
DEFAERO Strategy Series Frank Hoffman [Nov 11, ’21]
Welcome to the DEFAERO Strategy Series, our discussion with leading thinkers on security, business and technology, Dr. Frank Hoffman, a distinguished research fellow at the National Defense University who is among America’s leading strategists and the author of “Mars Adapting: Military Change During War,” discusses the strategies America needs to prepare for future challenges, how strategies shape adversary behavior, lessons from Iraq and Afghanistan, how to accelerate innovation cycles, the “four faces” of strategy formulation and more with Defense & Aerospace Report Editor Vago Muradian. This conversation is part of a series of discussions with leading thinkers and strategists and dedicated to the memory of Andy Marshall, the former director of the Pentagon’s Office of Net Assessment, and sponsored by General Atomics Aeronautical Systems.
On this week’s Cyber Report, sponsored by Northrop Grumman, Bob Metzger of the law firm of Rogers Joseph O’Donnell and Michael Speca, the president of cybersecurity firm Ardalyst, discuss the Biden administration’s new Cybersecurity Maturity Model Certification 2.0 that is consistent with government-wide National Institute for Standards and Technology cyber standards, how the new version differs from the older one, implementation timescales, addressing accreditation board concerns, how to help smaller firms improve their security and more with Defense & Aerospace Report Editor Vago Muradian.
11/11/2021 • 32 minutes, 27 seconds
Defense & Aerospace Daily Podcast [Nov 09, 2021] Mahnken & Cronin on Competing w/ China
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Tom Mahnken, the president and CEO of the Center for Strategic and Budgetary Assessments, and Dr. Patrick Cronin, the Asia-Pacific chair at the Hudson Institute, discuss China’s coordinated strategy of escalating regional tensions and saber-rattling to try to force the United States and its allies to back down, the keys to successful National, Defense, Indo-Pacific Strategies, preparing for a new nuclear age and more with Defense & Aerospace Report Editor Vago Muradian.
11/9/2021 • 37 minutes, 26 seconds
Defense & Aerospace Daily Podcast [Nov 08, 2021] Byron Callan & Air Force Education & Training
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the $1.2 trillion bipartisan infrastructure package, outlook for mergers and acquisitions in the wake of the ViaSat-Inmarsat deal, and a look at the week ahead; and Maj. Jesse Johnson, USAF, the commander of technical training transformation at the Air Education and Training Command, discusses how the force is harnessing cutting-edge technology to transform how it trains with Defense & Aerospace Report Editor Vago Muradian.
11/8/2021 • 31 minutes, 51 seconds
Defense & Aerospace Report Podcast [Nov 07, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Week on world markets as investors respond to economic data, earnings and prospect of covid pills
— Look at earnings takeaways as Crane, Huntington Ingalls Industries, L3Harris, Leidos, Leonardo, Maxar, Mercury Systems, Rheinmetall, SpiritAerosystems and others report
— Air transport outlook as transatlantic travel opens up and airlines return wide-body aircraft like the A380 to service
— Boeing settlement of a shareholder lawsuit against current and former directors
— Whether Boeing can unlock value by breaking company up and selling units to rival firms
— Legacy for former Airbus CEO Jean Pierson who died last week at age 80, leading the European firm from 1985-1998 and growing its market share from 17 to 40 percent
— Roundup of major international ground combat vehicles competitions
— Thoughts on the Navy’s plan for a new generation fighter aircraft
11/8/2021 • 47 minutes, 8 seconds
Defense & Aerospace Podcast [Washington Roundtable Nov 05, 21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Michael Herson, President and CEO, American Defense International, and Dr. Patrick Cronin of the Hudson Institute.
Topics:
— Status of Biden’s social spending package and bipartisan infrastructure measure
— Congressional defense budgeting update
— Political lessons and 2022 implications of last Tuesday’s election outcomes, including Democratic rout in Virginia and close call in New Jersey
— Takeaways from Pentagon’s latest report on China’s military modernization
— Analysis of G20 and COP26 meetings
— DoD’s move to create key climate role as it faces growing infrastructure and future operational challenges
— Latest on Iran nuclear negotiations
11/5/2021 • 49 minutes, 5 seconds
Defense & Aerospace Daily Podcast [Nov 04, 2021] Todd Harrison & Heidi Grant
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Todd Harrison of the Center for Strategic and International Studies discusses his latest report on how the Pentagon should execute its leading modernization priority — The Joint All Domain Command and Control system — and Heidi Grant, the outgoing director of the Defense Security Cooperation Agency, the first civilian to hold the job, discusses lessons from more than three decades of government service, why America remains the full-spectrum strategic partner of choice, and shaping future security cooperation in a competitive era with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Cyber Report, sponsored by Northrop Grumman, Col. JC Vega, USA Ret., the chief information security officer at cybersecurity firm DEVO who co-founded the Army Cyber Institute at the US Military Academy, discusses why cyber education and training must change if the nation is to produce the talent it needs at the scale needed with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Maj. Gen. James Smith, USA, the commander of the 21st Theater Sustainment Command, and Brig. Gen. Joe Hilbert, USA, the commander of the 7th Army Training Command both discuss how their units — critical for supporting and training US and allied units in Europe to continue deterring Russia and honing high-end warfighting skills — with Defense & Aerospace Report Editor Vago Muradian. The interviews were conducted at the Association of the United States Army’s 2021 annual meeting in Washington, DC, where our coverage was sponsored by RAFAEL USA.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners on defense and aerospace earnings takeaways, budget update and the week ahead; and retired Israel Army Maj. Gen. Yoav Har-Even, the president and CEO of RAFAEL Advanced Defense Systems, discusses US market priorities, accelerating technology development and more with Defense & Aerospace Report Editor Vago Muradian. RAFAEL USA sponsored our coverage of the Association of the United States Army’s recent 2021 annual meeting and tradeshow in Washington, DC.
11/1/2021 • 29 minutes, 33 seconds
Defense & Aerospace Report Podcast [Oct 31, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Wall Street reaction to defense and aerospace earnings reports that warned of supply chain and labor shortfalls, surprising investors
— Revenue warnings by aircraft makers Boeing, Lockheed Martin and Northrop Grumman
— Airbus, Safran and Thales earnings analysis
— Changing nature of the competition between Boeing and Airbus for orders and how the American firm may find it increasingly difficult to recover lost market share
— Business jet outlook as General Dynamics and Textron report earnings
— G20 newsflow including implications of global minimum tax and transatlantic agreement on aluminum and steel tariffs
— Whether the world faces another covid surge as virus spreads in Eastern Europe
— American Airlines’ operational challenges weeks after Southwest Airlines stumbles
— Likelihood Turkey gets F-16 Fighting Falcon jets from Washington after termination of its role in Lockheed Martin’s F-35 Lightning II stealth fighter program
11/1/2021 • 46 minutes, 44 seconds
Defense & Aerospace Podcast [Washington Roundtable Oct 29, 21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Michael Herson, President and CEO, American Defense International, Dr Gordon Adams, the senior White House budget official for national security during the Clinton administration who is now a distinguished fellow at the Quincy Institute and the Stimson Center as well as an American University professor emeritus, and Dr. Patrick Cronin of the Hudson Institute.
Topics:
— Update on Democratic efforts to forge a $1.85 trillion social package as defense debate stalls
— Whether chaotic social reform legislative process will backfire on Democrats and alienate independents
— Lawmakers’ response to China’s hypersonic weapon tests and testimony by the chairman and vice chairman of the Joint Chiefs of Staff
— The Biden administration’s approach to China as a military threat and how to defend Taiwanese territory from attack
— President Biden’s trip to Europe and opportunity to bring allies together
— Update on Iran nuclear negotiations and Israel’s preparations in the event of future operation against Tehran
10/29/2021 • 50 minutes, 20 seconds
Defense & Aerospace Daily Podcast [Oct 28, 2021] Army's Coffman on Next Generation Combat Vehicles
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Maj. Gen. Ross Coffman, USA, the director of the Next Generation Combat Vehicles Cross Functional Team at the US Army Futures Command, discusses the array of vehicles the service is developing and the network that will connect them to allow the force to operate against any adversary whether in Asia, Europe, the desert, or the Arctic with Defense & Aerospace Report Editor Vago Muradian.
10/28/2021 • 16 minutes, 28 seconds
Northrop Grumman Cyber Report [Oct 27, 21]: Cyber Threat Alliance's Michael Daniel
On this week’s Cyber Report, sponsored by Northrop Grumman, Michael Daniel, the president of the Cyber Threat Alliance, discusses ransomware gang REvil’s accusation against the United States, the role of law enforcement, military and intelligence agencies in fighting ransomware attacks, next steps in the battle, the right policy carrots and sticks to improve private-sector security, and countering Russia’s continuing cyber espionage operations with Defense & Aerospace Report Editor Vago Muradian.
10/27/2021 • 28 minutes, 28 seconds
Defense & Aerospace Daily Podcast [Oct 26, 2021] Pettyjohn & Wasser on Strategic Competition
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Stacie Pettyjohn and Becca Wasser of the Center for a New American Security discuss their recent Foreign Policy article, 'Why the Pentagon Should Abandon ‘Strategic Competition’ with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners with a look ahead at the upcoming week and upcoming earnings; and Mark Signorelli, the vice president for business development at BAE Systems Platforms and Services, discusses the company’s land warfare portfolio with Defense & Aerospace Report Editor Vago Muradian.
10/25/2021 • 29 minutes, 37 seconds
Defense & Aerospace Report Podcast [Oct 24, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Roundup of the week on defense and aerospace stock performance on world markets
— Commercial air travel demand and outlook for jetliner orders and deliveries
— Drive to return mothballed aircraft back in service
— Hexcel, Honeywell and Saab earnings as markets poised for results from leading US and European firms
— China’s hypersonic weapon tests and spending implications should Beijing deploy a Fractional Orbital Bombardment System
10/24/2021 • 40 minutes, 59 seconds
Defense & Aerospace Podcast [Washington Roundtable Oct 22, 21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Todd Harrison of the Center for Strategic and International Studies, Dr. Evelyn Farkas, a former deputy assistant secretary of defense for Russia, Ukraine and Eurasia who is now the president of Farkas Global Strategies and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member).
Topics:
— Congressional budget update as House and Senate appropriators hone in on 2022 Pentagon plus up
— Sifting the fact and fiction from China’s hypersonic missile tests earlier this summer
— North Korea’s test firing of its first submarine-launched ballistic missile
— Ensuring Washington retains focus on Russia as it turns greater attention to China
— Importance of the first ever meeting between Josep Burrell, the EU’s foreign affairs and security policy high representative, and Deputy Defense Secretary Kathleen Hicks
— President Biden’s statement that US has a commitment to support Taiwan in the event of an attack by China
— Analysis of the US Navy’s investigation into the fire that devastated the amphibious assault ship Bonhomme Richard
10/22/2021 • 48 minutes, 23 seconds
DEFAERO Strategy Series w/ Michael Bayer [Oct 21, ’21]
Welcome to the DEFAERO Andy Marshall Strategy Series, our discussion with leading thinkers on security, business and technology. Michael Bayer, former Defense Business Board chairman and president of the Dumbarton Strategies consultancy, discusses the critical need for Defense Department leaders to increase agility, improve how they think about the challenges and solutions, revamp their approach to talent management if the United States is to better address the challenges the nation faces with Defense & Aerospace Report Editor Vago Muradian. This conversation is part of a series of discussions with leading thinkers and strategists and dedicated to the memory of Andy Marshall, the former director of the Pentagon’s Office of Net Assessment, and sponsored by General Atomics Aeronautical Systems.
On this week’s Cyber Report, sponsored by Northrop Grumman, Dmitri Alperovich, the co-founder and former CTO of cybersecurity firm CrowdStrike who is now the cofounder and executive chairman of the Silverado Policy Accelerator and John Cofrancesco of Fortress Information Security discuss progress being made across government and the international community in improving cybersecurity and specifically responding to ransomware and supply chain security challenges with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Lt. Gen. Dave Bassett, USA, the director of the Defense Contract Management Agency, discusses how smart contracting can save money, lessons from the covid pandemic that can be applied to future crises, accelerating acquisition and more with Defense & Aerospace Report Editor Vago Muradian at the Association of the United States Army’s 2021 meeting in Washington DC. Our AUSA coverage was sponsored by RAFAEL USA.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, remembering the life and lasting legacy of Gen. Colin Powell, USA Ret., former national security advisor, chairman of the Joint Chiefs of Staff and Secretary of State with Dr. Harlan Ullman, who taught Powell at the National War College, former Pentagon Comptroller Dr. Dov Zakheim, and former Defense Business Board Chairman Michael Bayer.
10/18/2021 • 38 minutes, 9 seconds
Defense & Aerospace Report Podcast [Oct 17, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Roundup of the week on world markets
— Airbus and Boeing commercial airliner deliveries
— Latest Boeing challenges including new 787 manufacturing problems and indictment of a former 737 Max test pilot accused of misleading federal regulators
— The real causes of Southwest Airlines’ recent hiccups
— Takeaways from the National Business Aviation Association and Association of the United States Army’s annual meetings
— Gen. Sir Nick Carter’s legacy and priorities for his successor as Britain’s Chief of Defence Staff, current First Sea Lord Adm. Sir Tony Radakin
10/17/2021 • 47 minutes, 16 seconds
Defense & Aerospace Podcast [Washington Roundtable Oct 15, 21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute and Steve Grundman of the Atlantic Council and the Grundman Advisory consultancy.
Topics:
— Congressional update as US borrowing limit is raised and Democrats work to forge a compromise spending package
— Implications of budget deliberations and new Biden administration climate strategy on Pentagon spending
— Whether allegations by former USAF software chief Nick Chaillan will drive DoD to address known cyber software and hardware vulnerabilities
— Inflation impact on the Pentagon’s spending power
— How China’s economic stumble could ripple across the global economy
— Beijing’s continuing provocations across the Pacific and America’s allies increase their cooperation in the region and beyond
— Europe’s continuing shift on its view of China as Beijing’s muscular stance alienates potential partners
— UK investment in Africa ports to contest growing Chinese regional role
— Takeaways from the Association of the United States Army’s annual meeting this week and Cold War lessons from the US Army in Europe that are applicable today
— Israel’s about face on the Iran nuclear deal, Israel’s air strike in Syria and what’s next in Afghanistan
On this week’s Cyber Report, sponsored by Northrop Grumman, Justin Sherman of the Atlantic Council think tank and a Wired magazine contributor, discusses former USAF software chief Nick Chaillan’s regarding the Pentagon’s inability to improve its cyber defenses, grading the Biden administration’s cyber team, the White House’s drive to bring nations together to counter ransomware and national security takeaways from Facebook hearings with whistleblower Frances Haugen with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Gen. James McConville, USA, the 40th US Army chief of staff, discusses deterring China, more hard choices, budget outlook, talent management and driving change at speed; Byron Callan of the independent Washington research firm Capital Alpha Partners with key takeaways from this years Association of the United States Army’s annual meeting; and Laura Winter, the host of upcoming The Downlink podcast discusses American icon William Shatner’s trip aboard a Blue Origin New Sheperd to become the oldest person in suborbital space with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Maj. Gen. Wally Rugen, USA, the director of the Future Vertical Lift cross-foundational team at US Army Futures Command, discusses when the Future Long-Range Assault Aircraft contract will be awarded, lessons from FLRAA that are applicable to the Future Armed Reconnaissance Aircraft, flexible requirements and speeding acquisitions; Elbit Systems of America CEO Raanan Horowitz on innovation, Buy American concerns, and rising labor and material costs; and Chris Dougherty of the Center for a New American Security on US Army leadership messaging with Defense & Aerospace Report Editor Vago Muradian.
On our coverage of Day One of the Association of the United States Army’s annual meeting, Dana Mehnert, president of L3Harris Communication Systems business segment, discusses how the company’s merger between L3 Communications and Harris has allowed the united firm to win new contracts, how to execute JADC2, and accelerating program development; GM Defense President Steve duMont on new variants of the company’s Infantry Squad Vehicle and growth opportunities; and Maj. Gen. John Ferrari, USA Ret., of the American Enterprise Institute, discusses key takeaways from the first day of this three-day conference with Defense & Aerospace Report Editor Vago Muradian.
10/11/2021 • 45 minutes, 36 seconds
Defense & Aerospace Report Podcast [Oct 10, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are Lt. Gen Guy Swan, USA (ret.), AUSA vice president of education, “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch and Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Remembering Gen. Ray Odierno and his legacy of lifelong service
— A look at the week on Walk Street as investors grappled with economic data and rising tensions in Asia
— Commercial aviation update including Air Asia and Jet2Go orders for Airbus A321neo
— Emirates CEO Tim Clark’s frustration with Boeing over 777X delay
— Look ahead at what to expect at the upcoming National Business Aviation Association and Association of the United States Army conferences
— Bell’s decision to re-engine its V280 Valor tiltrotor that’s competing for the Army’s Future Long Range Assault Aircraft contract
— Whether the Celera 500L piston-engine powered business aircraft is too good to be true
10/10/2021 • 44 minutes, 7 seconds
Defense & Aerospace Podcast [Washington Roundtable Oct 08, 21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Michael Herson, President and CEO, American Defense International, Dr Gordon Adams, the senior White House budget official for national security during the Clinton administration who is now a distinguished fellow at the Quincy Institute and the Stimson Center as well as an American University professor emeritus, and Dr. Patrick Cronin of the Hudson Institute.
Topics:
— Update on NDAA and appropriations, increased borrowing limit that will forestall debt default until after Dec. 3, and slimmed down Democratic spending
— Beijing’s increasingly larger formations of aircraft that are testing Taiwanese air defenses
— Risks of the new strategy as scores of Chinese fighter, bombers and patrol aircraft operate near Taiwan
— Outlook for Chinese economy as Evergrande and other institutions suffer setbacks
— Prospects that Beijing, sensing decline, will move against Taiwan sooner than later
— Whether a shift in US policy toward Taiwan would improve deterrence or undermine it
— Bombing of Shiite mosque in Afghanistan that killed 48
— USS Connecticut’s mystery collision in the South China Sea that injured 11 aboard the Seawolf-class attack sub
10/8/2021 • 45 minutes, 19 seconds
Defense & Aerospace Daily Podcast [Oct 07, 2021] Radakin Named as UK CDS; China as Declining Power
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Adm. Sir George Zambellas, Royal Navy Ret., the former UK First Sea Lord, discusses the appointment of Royal Navy First Sea Lord Adm. Sir Tony Radakin as the next UK Chief of Defence Staff to succeed British Army Gen. Sir Nick Carter on Nov. 30, priorities for the force, driving innovation, the AUKUS deal and how to best equip the Royal Australian Navy with nuclear-powered submarines; and Dr. Hal Brands of Johns Hopkins University’s School of Advanced International Studies and the American Enterprise Institute, discusses the article he co-authored with Dr. Michael Beckley of Tufts University and AEI — “China is a declining power — and that’s the problem: The United States needs to prepare for a major war, not because its rival is rising but because of the opposite“ with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Cyber Report, sponsored by Northrop Grumman, Michael Speca, the president of Ardalyst discusses the key themes from the Mandiant Cyber Defense Summit held this week in Washington, DC--what more remote working and remote learning means for the government and civilian sector, the cost of increased reliance on the cloud, rising activity by more sophisticated threat actors and the associated rising business and financial risks from these threats and opportunities.
10/7/2021 • 21 minutes, 38 seconds
[Oct 05, 2021] Sam Bendett & Latest Thales Offerings for Future Vertical Lift
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Sam Bendett, a member of the Russia team at the Center for Naval Analyses, discusses rising tensions between Azerbaijan and Iran over transit rights through the autonomous Armenian enclave of Nagorno Karabakh, Moscow’s regional role, joint Azeri-Turkish-Georgian military exercises, and what’s next; and Ryan Walters, a distinguished former US Army aviator who is now the Future Vertical Lift and Rotary Wing business development manager at Thales Visionix discusses the company’s AirMaster C compact radar, FlytX tactile large cockpit displays, and Scorpion helmet-mounted display with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses Democratic and bipartisan spending plans, the defense implications if President Biden’s $3.5 trillion measure fails and a look at the week ahead; and George Awiszus, the director of military marine marketing and business development for GE Marine Solutions, discusses the company’s US and international naval propulsion business including the Constellation-class frigate program and electric drive technologies with Defense & Aerospace Report Editor Vago Muradian. Huntington Ingalls Industries and GE Marine sponsored our coverage of the Navy League’s 2021 Sea Air Space show, while Fincantieri Marinette Marine sponsors our naval coverage.
10/4/2021 • 27 minutes, 5 seconds
Defense & Aerospace Report Podcast [Oct 03, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Look at US and European broader market drivers
— Investor concerns about the rising prospects for conflict between the United States and China
— Whether covid pandemic masked Brexit driven impact on UK economy
— Military and commercial takeaways from the Zhuhai Air Show
— Boeing’s $24 billion contract to sustain the US Air Force’s C-17 transport fleet
— F-35 Lightning II fighter production rates
— Growing cooperation between France and Greece
— Speculation regarding Lockheed Martin CEO Jim Taiclet’s comments regarding a new program at the company’s Skunk Works unit that has both domestic and international appeal
— Gulfstream’s new business jets in advance of the National Business Aviation Association’s upcoming annual tradeshow
10/4/2021 • 40 minutes, 33 seconds
Defense & Aerospace Podcast [Washington Roundtable Oct 01, 21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Michael Herson, President and CEO, American Defense International, Dr Gordon Adams, the senior White House budget official for national security during the Clinton administration who is now a distinguished fellow at the Quincy Institute and the Stimson Center as well as an American University professor emeritus, and Dr. Patrick Cronin of the Hudson Institute.
Topics
— Outlook for federal budget and NDAA as lawmakers strike stopgap deal through Dec. 3 to avert government shutdown
— Defense spending implications of bipartisan infrastructure deal and Democratic $3.5 trillion spending package
— Beijing’s sharp rhetoric against Australia, Japan, Philippines and Taiwan as Washington focuses on domestic issues
— Whether China becomes more dangerous as Xi Jinping’s economic policies and “wolf warrior” diplomacy undermine continued economic growth
— Senate and House Afghanistan hearings and Joint Chiefs Chairman Gen. Mark Milley’s defense of his conversations with his Chinese counterpart in the wake of the 2020 election
— What to expect from new Japanese Prime Minister Fumio Kishida and the upcoming German government expected to be led Olaf Schultz
— Rising tensions between Azerbaijan and Turkey and Iran over access to Armenian enclave of Nagorno Karabakh
— US Army’s decision to reject RAFAEL’s combat proven Iron Dome system for Indirect Fire Protection Capability Increment 2 in favor of AIM-9X Sidewinder based approach by Dynetics and Raytheon
10/1/2021 • 49 minutes, 1 second
DefAero Technology Report [Sep 30, ’21] Air Force Chief Scientist
On this episode of the Technology Report, sponsored by General Motors Defense, Dr. Victoria Coleman, a Silicon Valley veteran who was a former director of the Defense Advanced Research Projects Agency who in April became the US Air Force’s 37th chief scientist, discusses her priorities, potentially breakthrough technology areas to focus on, accelerating technology development and adoption, how to successfully execute the Joint All-Domain Command and Control System, why the Air Force needs a chief technology officer, ways to avoid wasting resources to reinvent existing technologies, more quickly harnessing available commercial technologies for military applications, and nurturing better technology and engineering talent in the Air Force with Defense & Aerospace Report Editor Vago Muradian.
9/30/2021 • 36 minutes, 12 seconds
Northrop Grumman Cyber Report: [Sep 29, 21] Cyber Elements of JADC2; AF's Kessel Run
On this week’s Cyber Report, sponsored by Northrop Grumman, Jennifer Walsmith, vice president of the Cyber and Information Solutions Business Unit of Northrop Grumman’s Network Information Solutions Division, discusses how to best execute the Defense Department’s Joint All Domain Command and Control vision especially its cyber dimensions, ensuring a secure and open architecture, improving hardware and software vulnerabilities of existing weapons and NDAA takeaways; and Col. Brian Beachkofski, USAF, the commander and the CEO of the US Air Force’s Kessel Run agile software development unit — formally known as the Air Force Life-Cycle Management Center Detachment 12 — discusses the SlapShot application that played a critical role in the evacuation of more than 122,000 from Afghanistan, how it was developed and quickly adapted for the mission, the key to quickly developing secure cyber applications, lessons learned, and changing culture to accept risks that will yield big payoffs with Defense & Aerospace Report Editor Vago Muradian.
9/29/2021 • 31 minutes, 25 seconds
Defense & Aerospace Daily Podcast [Sep 28, 2021] A Conversation w/ Gen “Cobra” Harrigian
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Gen. Jeffrey “Cobra” Harrigian, USAF, commander of US Air Forces in Europe, US Air Forces Africa and NATO’s Allied Air Command, discusses Russia’s improving military capabilities, Moscow’s Zapad wargames and troops surge on the Ukraine border, improving allied interoperability, changing culture to empower airmen for better warfighting capabilities, practicing Agile Combat Employment and preparing for more distributed future operations, and more with Defense & Aerospace Report Editor Vago Muradian.
Byron Callan of the independent Washington research firm Capital Alpha Partners discusses congressional debt deliberations, prospects for a default and a look at the week ahead; and Laura Winter, the editor of The Downlink newsletter and host of our upcoming The Downlink space podcast, discusses key takeaways from the 2021 Outer Space Security Conference — as well as the Air Force Association’s recent Air Space Cyber convention — and the recent Quad meeting hosted by President Biden with Defense & Aerospace Report Editor Vago Muradian.
9/27/2021 • 30 minutes, 16 seconds
[Sep 26, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— The week on Wall Street as investors grappled with macro-economic factors
— Covid travel update as Washington allows European travelers to enter the United States
— Implications of Beijing’s “hostage diplomacy” on the international trade China depends on for its prosperity
— Takeaways from Airbus recent corporate seminar including technology investment priorities on propulsion and aerodynamics
— Boeing’s 20-year market forecast for 8,700 jets valued at some $1.5 trillion based on 5.4 percent annual air travel growth
— Rolls-Royce beats GE and Pratt & Whitney to win US Air Force’s $2.6 billion contract for 650 F130 to re-engine 76 B-52 bombers
— Prospects for Lockheed Martin-Airbus partnership to pursue the Air Force’s “bridge” aerial tanker contract in the wake of Boeing problems with KC-46 Pegasus refueling jet
— Analysis of the seven-second social media clip of what appears to be a model of a stealth aircraft on a flatbed truck at Lockheed Martin’s electronics and radar cross section test facility in Helendale, Calif.
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Michael Herson, President and CEO, American Defense International, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security, Byron Callan of the independent Washington research firm Capital Alpha partners and Dr. Patrick Cronin of the Hudson Institute.
Topics:
— Update on reconcilliation, debt ceiling, infrastructure and NDAA
— Whether defense spending might become a casualty as debt collides with infrastructure and spending plans
— Democrat’s self-inflicted wound over move to block funding for Israel’s Iron Dome system
— Biden’s UN address, Quad meeting and bilateral discussions with UK and Australia in the wake of the three-nation strategic partnership
— How Beijing is responding to the deal that will furnish Canberra with nuclear attack submarines
— Transatlantic links in wake of call between Biden and Macron to discuss AUKUS deal as EU calls for higher spending and more strategic autonomy
— Takeaways from the Air Force Association’s annual Air Space Cyber conference and tradeshow
— What’s next in Tokyo as Yoshihide Suga prepares to step down as prime minister
9/24/2021 • 54 minutes, 3 seconds
Northrop Grumman Cyber Report: [Sep 23, 21] Status of Cyber-Related Legislation
On this week’s Cyber Report, sponsored by Northrop Grumman, Rear Adm. Mark Montgomery, USN Ret., the executive director of the Cyberspace Solarium Commission who is also affiliated with the Foundation for the Defense of Democracies, discusses the status of cyber-related legislation working through the House and Senate, key cyber attributes of the $1.2 trillion bipartisan infrastructure measure being debated by lawmakers, future cyber priorities, addressing long-standing and pervasive operating systems vulnerabilities across US military systems and networks, the defense budget outlook including the prospects of debt-driven spending constraints, and how the new Australia-United States-United Kingdom deal to furnish Canberra with new nuclear-powered attack submarines can be executed and what Washington has to do to address France’s concerns with Defense & Aerospace Report Editor Vago Muradian.
9/23/2021 • 30 minutes, 5 seconds
Defense & Aerospace Daily Podcast [Sep 22, 2021] Air Space Cyber Day 3
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Frank Kendall, the 26th secretary of the Air Force, discusses how the threat from China has evolved over the past four years, preparing for an increasingly dangerous nuclear era, how to determine what systems are relevant, whether it’s time to break out the “passthrough” elements of the USAF budget that are used to address joint needs, and the near- and middle-term budget outlook, and Steve Trimble, AvWeek’s defense editor, discusses key takeaways from all three days of the Air Force Association’s Air Space Cyber conference and tradeshow with Defense & Aerospace Report Editor Vago Muradian.
9/22/2021 • 45 minutes, 27 seconds
Defense & Aerospace Daily Podcast [Sep 21, 2021] Air Space Cyber Day 2
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Lt. Gen. Chance “Salty” Saltzman, USSF, the deputy chief of space operations for operations, cyber, and nuclear for the US Space Force, discusses how to think about space threats, improving Space Force operations, deterring adversaries in space, how the force can help the Space Force in its missions, a new generation of nuclear threats, and driving a culture of innovation in the new force; Eric Hein, vice president for defense advanced development and space programs at Spirit AeroSystems, discusses how the company is innovating design and production to expand its defense and space business; and John Tirpak of Air Force Magazine on some takeaways from Day Two of the Air Force Association’s Air Space Cyber conference and tradeshow with Defense & Aerospace Report Editor Vago Muradian.
9/21/2021 • 38 minutes, 20 seconds
DefAero Monthly JADC2 Report [20 Sep ’21] Air Space Cyber Day 1
On this episode of the Joint All-Domain Command and Control Report, sponsored by L3Harris, on the first day of the Air Force Association’s Air Space Cyber conference and trade show, Lt. Gen. Clint “Q” Hinote, USAF, the deputy chief of staff for strategy, integration and requirements, discusses the mounting threat posed by China, the future of air power, the Air Force’s long-range strategy to impose costs on adversaries, accelerating change, preparing to surprise adversaries and minimizing being surprised by them; and Lt. Gen. Dave Deptula, USAF Ret., the dean of the Mitchell Institute for Aerospace Studies discusses key takeaways from the first day of the AFA show including addresses by Air Force Secretary Frank Kendall and USAF Chief of Staff Gen. CQ Brown, USAF, with Defense & Aerospace Report Editor Vago Muradian.
9/20/2021 • 47 minutes, 59 seconds
Defense & Aerospace Report Podcast [Sep 19, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— A look at the week on Wall Street as investors grapple with pandemic, congressional spending priorities and Australia sub deal
— Commercial air travel update as delta variant continues to hit unvaccinated Americans
— Lawmakers express antitrust concerns over “Northeast Alliance” between American Airlines and JetBlue
— Move to prosecute Boeing 737 Max pilot for lying to FAA and two miniature tequila bottles found on 747-8 being converted into presidential VC-25B jet
— Industrial implications of US-UK-Australia agreement to furnish Canberra with nuclear-powered attack submarines, drawing French ire after Australian officials cancelled their contract to acquire conventionally powered subs from France’s Naval Group
— Key takeaways from recent DSEI show in London
— Look ahead to Air Force Association’s Air Space Cyber conference and tradeshow Sept. 20-22
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Michael Herson, President and CEO, American Defense International, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security and Dr. Patrick Cronin of the Hudson Institute.
Topics:
— Look ahead to House floor vote on National Defense Authorization Act and amendments including rejecting the $25 billion increase to Pentagon spending
— Senate continues markups with plans to vote next month
— Update on continuing resolution
— Implications and strategic messaging aspects of the new partnership among the United States, United Kington and Australia on technology development, including furnishing Canberra with eight new nuclear-powered attack submarines
— Whether Congress will endorse legislative changes to export nuclear submarine technology to Australia
— Paris’ rage in the wake of the surprise AUKUS deal and the abrupt cancellation of Canberra’s contract with Naval Group for a dozen conventionally powered submarines
— How the Biden administration can dispel the growing perception that it’s as unilateralist, unpredictable and America First as the Trump administration
— What Washington should do to mollify tensions with France, a key European and Pacific ally
— North Korea’s new missile tests
— Analysis of Joint Chiefs Chairman Gen. Mark Milley’s role in contacting China to reassure Chinese leaders as tensions rose after Trump’s November election loss
9/17/2021 • 50 minutes, 48 seconds
DEFAERO Strategy Series w/ Dr. Graham Allison [Sep 16, ’21]
Welcome to the DEFAERO Andy Marshall Strategy Series, our discussion with leading thinkers on security, business and technology. Dr. Graham Allison, strategist and professor at Harvard University’s John F. Kennedy School of Government and director of the Belfer Center for Science and International Affairs, discusses the nature of strategy, examples of good and bad strategies, how American can up its strategic game, lessons from recent conflicts, and the need for a more nuanced view of both deterring and engaging China with Defense & Aerospace Report Editor Vago Muradian. This conversation is part of a series dedicated to the memory of Andy Marshall, the late former director of the Pentagon’s Office of Net Assessment, and sponsored by General Atomics Aeronautical Systems.
9/16/2021 • 58 minutes, 12 seconds
Northrop Grumman Cyber Report: [Sep 15, 21]
On this week’s Cyber Report, sponsored by Northrop Grumman, Heather Penney, senior fellow at the Mitchell Institute for Aerospace Studies who is the coauthor of “Speed is Life: Accelerating the Air Force’s Ability to Adapt and Win,” discusses how to improve US Air Force cyber capabilities; and Justin Sherman, Wired magazine contributor and Atlantic Council fellow, discusses takeaways from his new report “Cyber Defense Across the Ocean Floor: The Geopolitics of Submarine Cable Security” with Defense & Aerospace Report Editor Vago Muradian.
9/15/2021 • 30 minutes, 45 seconds
DefAero Technology Report [Sep 14, ’21] Chief of Naval Research
On this Technology Report, sponsored by GM Defense, Rear Adm. Lorin Selby, USN, the chief of naval research and the director of the Office of Naval Research, discusses his priorities, how to more quickly turn ideas into capabilities, promising technology areas, takeaways from the latest Battle Fleet Problem, and growing better scientific and engineering talent with Defense & Aerospace Report Editor Vago Muradian.
9/14/2021 • 37 minutes, 44 seconds
[Sep 13, 2021] Byron Callan & Global Air Forces Climate Change Collaboration
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha partners discusses key takeaways from the House Armed Services Committee’s markup report, RDT&E cycles and lessons from past continuing resolutions and federal shutdowns; and Kevin Billings of Legation Strategies who is an honorary Royal Air Force group captain assigned to 601 Squadron discusses the service’s Global Air Forces Climate Change Collaboration initiative that he’s leading with Defense & Aerospace Report Editor Vago Muradian.
9/13/2021 • 29 minutes, 34 seconds
Defense & Aerospace Report Podcast [Sep 12, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Look at the week on world markets
— Why 2021 is like 1967 and what it means for the future
— How the defense and aerospace industries have changed over the past two decades since 9/11
— Outlook for protectionism after two decades of war-driven globalization, including Biden administration’s rising Buy American strictures
— Implications of Washington’s new Buy American approach on allies and partners
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our roundtable guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr Gordon Adams, the senior White House budget official for national security during the Clinton administration who is now a distinguished fellow at the Quincy Institute and the Stimson Center as well as an American University professor emeritus, Dr. Evelyn Farkas, a former deputy assistant secretary of defense for Russia, Ukraine and Eurasia who is now the president of Farkas Global Strategies and Byron Callan of the independent equity research firm Capital Alpha Partners.
9/10/2021 • 51 minutes, 47 seconds
[Sep 09, 2021]Micheal Herson & Lisa Curtis, The Hill, Lessons since 9-11, The Biden Doctrine
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Michael Herson of American Defense International discusses the bipartisan infrastructure measure, Democrat’s $3.5 trillion spending package and House-Senate defense markups, debt ceiling and lessons learned in the two decades since 9/11; and Lisa Curtis, the director of the Indo-Pacific security program at the Center for a New American Security discusses the Biden doctrine, working with the Taliban to advance US interests in Afghanistan and what’s worked and what hasn’t over the past 20 years since al Qaida’s attack on the United States with Defense & Aerospace Report Editor Vago Muradian.
9/9/2021 • 33 minutes, 40 seconds
Northrop Grumman Cyber Report: [Sep 08, 21] Lessons from Aircraft Hijacking to Counter Ransomeware
On this week’s Cyber Report, sponsored by Northrop Grumman, Emma Schroeder, an assistant director at the Atlantic Council’s Cyber Statecraft Initiative, and Simon Handler, a senior fellow with the initiative, discuss the new paper they co-authored — with initiative director Dr. Trey Herr and intern Frances Schroeder — “Countering Ransomware: Lessons from Aircraft Hijacking,” with Defense & Aerospace Report Editor Vago Muradian.
9/8/2021 • 22 minutes, 16 seconds
[Sep 07, 21] Look Ahead w/ Byron Callan & Bendett on Russia’s International Military Technical Forum
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the budget reconciliation measure and tax impacts on the defense industry, European “strategic autonomy” and US Army air defense; and Sam Bendett of the Center for Naval Analyses discusses Russia’s International Military Technical Forum Army 2021 with Defense & Aerospace Report Editor Vago Muradian.
9/7/2021 • 36 minutes, 11 seconds
Defense & Aerospace Report Podcast [Sep 06, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— The week on world markets as covid delta surges across America, impacting the US economy
— Air travel update as EU reimposes travel bans on US travelers
— Proposal by former UK Prime Minister Tony Blair and Drs. John Bell and David Agus that G20 lead efforts to reopen the global economy
— Wall Street Journal reporting that Boeing won’t be able to resume deliveries of 787 jetliners sidelines by manufacturing defects until at least October
— Ryanair’s decision to end talks with Boeing to buy 737 Max 10 jets
— Prospects for Comac’s C919 regional jet as it enters certification process some four years after first flight
— House Armed Services Committee markup takeaways
— European drive to improve strategic autonomy in the wake of the US-led pullout from Afghanistan including closer EU-NATO cooperation
— London studied options for UK strategic nuclear deterrent should Scotland declare independence
— Harsh social media criticism of Gen. Sir Nick Carter, Britain’s chief of defense staff
— E-VTOL lessons from recent commercial space flight challenges including failed launched and FAA investigation of recent Virgin Galactic flight with Sir Richard Branson
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our roundtable guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr Gordon Adams, the senior White House budget official for national security during the Clinton administration who is now a distinguished fellow at the Quincy Institute and the Stimson Center as well as an American University professor emeritus, Michael Herson, President and CEO, American Defense International and Mackenzie Eaglen of the American Enterprise Institute.
Topics:
— Prospects for bipartisan infrastructure measure and Democratic $3.5 trillion spending plan
— Takeaways from the House Armed Services Committee’s markup
— Move by special committee investigating the Jan. 6 insurrection seeking electronic records on members who may have been involved in assault on the Capitol
— Climate change implications for US national security, including impact on global infrastructure and role in precipitating future conflict
— Afghanistan and the future of US nation-building strategies
— Biden’s political traction in the wake of Afghanistan withdrawal
On this episode of the Daily Podcast, sponsored by Bell,Lt. Gen. Dave Deptula, USAF Ret., the dean of the Mitchell Institute for Aerospace Studies, discusses how Washington can use air power to continue to fight terrorism in Afghanistan after the withdrawal of US troops, lessons from the past three decades that are applicable to deterring and fighting peer adversaries, and more with Defense & Aerospace Report Editor Vago Muradian.
9/2/2021 • 33 minutes, 13 seconds
Northrop Grumman Cyber Report: [Sep 01, 21] Sixteenth Air Force
On this week’s Cyber Report, sponsored by Northrop Grumman, Lt. Gen. Tim Haugh, USAF, commander of the Sixteenth Air Force, discusses his priorities for the command that was reconstituted in 2019 to oversee intelligence, surveillance, reconnaissance, analysis, electronic and cyber warfare, improving cyber defenses and more with Defense & Aerospace Report Editor Vago Muradian.
9/1/2021 • 35 minutes, 22 seconds
[Aug 30, 2021] Look Ahead w/ Byron Callan & Future of Work w/ Sam Caucci
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, in segment one our guest is Byron Callan of the independent equity research firm Capital Alpha Partners discusses what to watch and take note of over the coming week in DC and across the national and international security landscape. In segment two we are joined by Sam Caucci, the Founder & CEO of 1Huddle to discuss the future of work and training.
8/30/2021 • 29 minutes, 55 seconds
Defense & Aerospace Report Podcast [Aug 29, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Broader market performance as Covid delta variant surges in US, House cleared bipartisan infrastructure and broader Democratic spending packages, and Afghanistan withdrawal presses on
— Messages from HASC chairman releases markup that included some $900 million for a dozen F/A-18 Super Hornets, a new nuclear cruise missile for the Navy and an additional destroyer
— Commercial air travel outlook as delta surges and airlines require vaccinated staffs
— Decision by Delta Air Lines to acquire 30 more A321neo keys from Airbus
— Whether Germany will acquire US aircraft to continue performing tactical nuclear mission
— Afghanistan withdrawal lessons including shortcomings of pervasive reliance on contractor maintenance
8/29/2021 • 50 minutes, 8 seconds
Defense & Aerospace Podcast [Washington Roundtable Aug 27 ’21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, we take a deep dive into the events in and around the US withdrawal from Afghanistan– our guests are Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Michael Herson, President and CEO, American Defense International, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security, Dr. Patrick Cronin of the Hudson Institute and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member).
8/27/2021 • 57 minutes, 57 seconds
Defense & Aerospace Daily Podcast [Aug 26, 2021] Pettyjohn & Wasser on Evolution of Air Power
On this episode of the Business Podcast, sponsored by Bell, Dr. Stacie Pettyjohn and Becca Wasser of the Center for a New American Security discuss the evolution of air power since the Gulf War and lessons from Operation Inherent Resolve as the United States and its allies focus on great power threats with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Cyber Report, sponsored by Northrop Grumman, Karl Wagner, a 30-year CIA veteran who served as a senior counterintelligence officer who is now the cofounder and CEO of ConfirmD by BuddyCheque, discusses how to improve cyber defenses by better visualizing threats, improving risk management and insider trust, importance of “humanware,” defending critical data, and the attributes of the ConfirmD health wallet with Defense & Aerospace Report Editor Vago Muradian.
8/25/2021 • 31 minutes, 21 seconds
Defense & Aerospace Daily Podcast [Aug 24, 2021] Mark Montgomery on Defense of Guam
On this episode of the Business Podcast, sponsored by Bell, Rear Adm. Mark Montgomery, USN Ret., the executive director of the Cyberspace Solarium Commission as well as a fellow with the Foundation for the Defense of Democracies, discusses his strategy to improve the defense of Guam, improving America’s ability to deter China, the Asia-Pacific implications of the US withdrawal from Afghanistan and Vice President Kamala Harris’ trip to Asia with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, our guest Byron Callan of the independent equity research firm Capital Alpha Partners discusses what to watch and take note of over the coming week in DC and across the national and international security landscape.
8/24/2021 • 18 minutes, 20 seconds
Defense & Aerospace Report Podcast [Aug 22, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Defense and aerospace stock performance in the week since the Taliban regained control of Afghanistan
— UK outrage over US withdrawal from Afghanistan and lack of consultation with it’s closest ally, prompting soul-searching in London regarding the nation’s strategic assumptions
— Utility of mountains of US and allied equipment left behind that’s now in Taliban hands
— Implications of the downturn in US and European commercial airline traffic
— Update ongoing moves to acquire Meggitt and Ultra, and why the UK authorities may view each transaction differently
— Improving outlook for Rolls-Royce
— Newsflow on the US Air Force’s Skyborg program
8/24/2021 • 47 minutes, 57 seconds
Defense & Aerospace Podcast [Washington Roundtable Aug 20 ’21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, we take a deep dive into the events in and around the US withdrawal from Afghanistan-- our guests are Chris Jackson, a senior vice president at Ipsos Public Affairs, Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Jim Townsend, a former deputy assistant secretary of defense for Europe and NATO who is now with the Center for a New American Security, Dr. Patrick Cronin of the Hudson Institute and Chris Servello, a founder of Provision Advisors public relations firm (and Defense and Aerospace team member).
8/20/2021 • 51 minutes, 17 seconds
DEFAERO Report Daily Podcast [Aug 19, 21] Leaders from HII & Bell
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, Andy Green, the president of Huntington Ingalls Industries’ Technical Solutions division, discusses the shipbuilder’s $1.65 billion acquisition of defense services firm Alion that concluded today; and Chris Gehler, Bell’s vice president and program director for the company’s Invictus 360 on redesigning the helicopter’s tail rotor with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Cyber Report, sponsored by Northrop Grumman, Cy Alba, a partner with the PilieroMazza law firm, discusses the legal implications of President Biden’s cyber executive order, key upcoming events, impact on prime and sub contractors, improving the supply chain, the outlook for the Cybersecurity Maturity Model Certification process and the role of cyber in the boardroom with Defense & Aerospace Report Editor Vago Muradian.
8/18/2021 • 30 minutes, 56 seconds
DEFAERO Report Daily Podcast [Aug 17, 21] Countering China w/ a Disruptive Naval Deployment Model
On this episode of the DefAero Report Daily Podcast, Bryan Clark, the director of the Center for Defence Concepts and Technology at the Hudson Institute think tank and Bryan McGrath of The Ferrybridge Group discuss their recent article for the CDR Salamander Blog "Disrupt the Navy’s Operational Model to Counter China."
8/17/2021 • 35 minutes, 47 seconds
DEFAERO Report Daily Podcast [Aug 16, 2021] What to Make of the Mess in Afghanistan
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Byron Callan of the independent equity research firm Capital Alpha Partners and Chris Servello, a founder of Provision Advisors (and Defense and Aerospace team member) discuss the latest events in and around Afghanistan, including President Biden's remarks to the nation.
8/16/2021 • 39 minutes, 48 seconds
Defense & Aerospace Report Podcast [Aug 15, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Reflections on the defense industrial implications of two decades of war in Afghanistan as the Taliban retake the country
— Lessons from the war and what’s applicable to future conflicts
— Financial implications for defense contractors
— What drove financial markets this week and L3Harris earnings
— Future of innovative UK companies Ultra, Meggitt and even Babcock in flux
— Boeing delays Starliner launch to repair spacecraft
— Air travel outlook as China’s market further cools
— India looks to return 737 Max to flight
8/15/2021 • 44 minutes, 17 seconds
Defense & Aerospace Podcast [Washington Roundtable Aug 13 ’21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Byron Callan of the independent Washington research firm Capital Alpha Partners, Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Bob Hale, former Pentagon comptroller and Stacie Pettyjohn, a Senior Fellow and Director of the Defense Program at the Center for a New American Security (CNAS).
Topics:
— Dynamics surrounding Senate’s $1.2 trillion bipartisan infrastructure initiative and $3.5 trillion budget plan
— Outlook for raising the debt ceiling, continuing resolutions and possibility of government shutdown
— Takeaways from latest Green Book
— Senate Armed Services Committee concerns with the Biden administration’s Pacific Defense Initiative
— Biden administration policies that allowed the Taliban to seize key Afghan territory in one week and threaten Kabul
— Case for and against the administration’s drive to exit Afghanistan irrespective of the human and geopolitical impact
— How US abandonment of Afghanistan will impact perceptions of American leadership among allies and adversaries
— Whether Washington can effectively counter terror groups that will seek to threaten the United States and its allies from safe havens in Afghanistan
— Update on Lockheed Martin’s proposed acquisition of Aerojet Rocketdyne
8/13/2021 • 52 minutes, 32 seconds
DEFAERO Report Daily Podcast [Aug 12, 2021] Kori Schake on Afghanistan, China & Civ-Mil Relations
On this episode of the DefAero Report Daily Podcast, sponsored by Bell, Dr. Kori Schake, the director of foreign and defense policy studies at the American Enterprise Institute, discusses the implications of the Biden administration’s precipitous US withdrawal from Afghanistan, the implications of the Taliban’s rapid advance on Kabul, who will fill the power vacuum in the country, the administration’s differing approaches to Iraq and Afghanistan, vaccinating the troops and civil-military relations with Defense & Aerospace Report Editor Vago Muradian.
On this week’s Cyber Report, sponsored by Northrop Grumman, Dr. Jim Lewis of the Center for Strategic and International Studies discusses next cyber steps for the Biden administration, securing the supply chain and insurance and cyberspace; and John Cofrancesco of Fortress Information Security also discusses key deadlines facing the national security cyber community, assuring the integrity of software and hardware supply chains and ensuring a level playing field with Defense & Aerospace Report Editor Vago Muradian.
8/11/2021 • 30 minutes, 13 seconds
DEFAERO Report Daily Podcast [Aug 10, 2021] Leaders from General Atomics and Leonardo DRS
On this episode of the DefAero Report Daily Podcast, our guests are Dave Alexander, president of General Atomics Aeronautical Systems, discusses the Sea Guardian variant of the company’s MQ-9B aircraft for maritime patrol, anti-submarine warfare and airborne early warning applications; and John Miller and Ed Thaxton of Leonardo DRS Naval Power Systems discuss the attributes of all-electric naval propulsion with Defense & Aerospace Report Editor Vago Muradian.
On this episode of the DefAero Report Daily Podcast, Byron Callan of the independent Washington research firm Capital Alpha Partners and Todd Harrison of the Center for Strategic and International Studies discuss Joint All Domain Command and Control issues that DoD must resolve to improve future battle force connectivity — including Harrison’s new report “Battle Networks and the Future Force” — hypersonic weapons, the Senate’s ongoing infrastructure deliberations and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
8/9/2021 • 33 minutes, 29 seconds
Defense & Aerospace Report Podcast [Aug 08, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Week on world markets as economic performance improves and covid outlook remains uncertain as concerns about new variants grows
— Protests against mask, vaccination and vaccine passport mandates
— Travel outlook as air carriers work to balance supply and demand
— Review of Huntington Ingalls Industries, Mercury Systems, Rheinmetall and Thales earnings
— Abrupt departure of Lockheed Martin CFO Ken Possenriede days before the company’s virtual investor day
— Analysis of Boeing’s decision to spin off its HorizonX venture capital unit and Thales’ decision to see its heritage, and historic, transportation business to Hitachi for nearly 1.7 billion euros
— Eurofighter partner nations move to major upgrade that will keep the combat jet relevant for decades that could yield future sales
— Bell’s decision to change the tail rotor design of its 360 Invictus aircraft that’s pursuing the US Army’s Future Armed Reconnaissance Aircraft contract
— Investors’ view of Senate Armed Services Committee move to boost US defense spending by $25 billion and push by Senate Republicans for $50 billion in additional defense infrastructure investment
8/8/2021 • 53 minutes, 12 seconds
Defense & Aerospace Podcast [Washington Roundtable Aug 06 ’21]
On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, our guests are Byron Callan of the independent Washington research firm Capital Alpha Partners, Dov Zakheim, PhD, former DoD comptroller, now with the Center for Strategic and International Studies, Dr. Patrick Cronin of the Hudson Institute, Bryan Clark, the director of the Center for Defence Concepts and Technology at the Hudson Institute think tank and Ilan Berman of the American Foreign Policy Council.
Topics:
— The move by Senate Majority Leader Sen. Chuck Schumer to put the more than $1 trillion bipartisan infrastructure deal to a vote
— Effort by Senate Republicans to carve out $50 billion for military infrastructure investment
— Economic and budget implications of spreading delta and other variants of coronavirus on national economic recovery
— China’s drive to build more than 200 new ballistic missile silos and field new multi-nuclear warhead intercontinental weapons to improve its nuclear deterrence capabilities
— Whether recent statements by US leaders discussing American wargames and commitments to defend Taiwan will serve to deter potential Chinese aggression
— Takeaways from the Navy League’s Sea-Air-Space conference and tradeshow
— New maritime and naval aviation strategies
— Taliban gains in Afghanistan as US and foreign troops withdraw
— What’s next in Iraq as US changes nature of its mission in the country
— Outlook for reviving the Iran nuclear deal as Tehran is accused of attacking an Israeli-managed tanker, killing American and Romanian mariners
— Navy’s investigation that concluded a disgruntled sailor set the fire that destroyed the amphibious assault ship USS Bonhomme Richard and the firefighting lessons learned from the conflagration
8/6/2021 • 55 minutes, 28 seconds
Northrop Grumman Cyber Report: [Aug 5, 21] Improving Government and Industry Collaboration
On this week’s Cyber Report, sponsored by Northrop Grumman, Chris Cleary, the US Navy’s principal cyber adviser, and Josh O’Sullivan, the chief technology officer of cybersecurity firm Ardalyst, from the sidelines of the Navy League’s Sea-Air-Space conference and trade show discuss the kind of relationship needed between government and industry to improve the nation’s cyber security with Defense & Aerospace Report Editor Vago Muradian. Our coverage of this year’s Sea-Air-Space was sponsored by Huntington Ingalls Industries and GE Marine and our naval coverage is sponsored by Fincantieri Marinette Marine.
8/5/2021 • 32 minutes, 13 seconds
DEFAERO Report Daily Podcast [Aug 04, 2021] Sea, Air & Space Day 3
On this episode of the DefAero Report Daily Podcast from the Navy League’s Sea, Air & Space Symposium and Trade Show , our guest is segment one is Wesley D. Kremer, president of Raytheon Missiles & Defense. In segment two our guest is Jon Rambeau, vice president and general manager of Lockheed Martin’s Integrated Warfare Systems and Sensors unit. Finally, in our roundtable segment, we break down the show with Bryan McGrath of The Ferrybridge Group, and Chris Servello, co-host of the CavasShips Podcast and a founder of Provision Advisors.
8/4/2021 • 42 minutes, 1 second
DEFAERO Report Daily Podcast [Aug 03, 2021] Sea, Air & Space Day 2
On this episode of the DefAero Report Daily Podcast from the Navy League’s Sea, Air & Space Symposium and Trade Show, , our guest is segment one is Mike Petters, president and CEO of Huntington Ingalls Industries. In segment two we break down day two of the show with Bryan Clark, Senior Fellow at the Hudson Institute and Byron Callan of the independent equity research firm Capital Alpha Partners.
8/3/2021 • 34 minutes, 35 seconds
DEFAERO Report Daily Podcast [Aug 02, 2021] Sea, Air & Space Day 1
On this first episode of the DefAero Report Daily Podcast from the Navy League's Sea, Air & Space Symposium and Trade Show, , our guest is segment one is Rear Adm. Casey J. Moton, PEO, Unmanned and Small Combatants. In segment two we break down day on of the show with our very Christopher P. Cavas and Chris Servello, cohosts of the Cavas Ships Podcast.
8/2/2021 • 41 minutes, 35 seconds
Defense & Aerospace Report Podcast [Aug 01, ’21 Business Report]
On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Turbulent week on Wall Street as delta variant cases surge and new lockdowns and mandates are imposed
— Outlook for commercial air travel and future earnings as cases among unvaccinated rise and implications for jet makers
— Dassault, Honeywell Saab and Thales earnings and what to expect when US giants report next week
— How recent climate disasters from raging forest fires in America and Russia to devastating flash floods in Europe and China will impact global travel
— Surf Air’s move to acquire 150 hybrid-powered Grand Caravan single-engine aircraft from Textron
— Market for electric aircraft in the air transport ecosystem
— The Senate Armed Services Committee to add $25 billion to the Biden administration’s $715 billion defense budget request and what that means for future Pentagon spending
— Market prospects for Russia’s new stealthy export fighter
— The first crewed suborbital flight of Blue Origin’s New Shepard spacecraft