Podcasts about Aerospace

To tackle rising complexity and keep new aircraft and spacecraft safe to fly, systems engineering strategies aerospace and defense needs to evolve. To ensure the successful integration of new software and electronics, they need to enable more cross-domain integration and collaboration between engineering domains. Fortunately, artificial intelligence and SysML v2 are the technologies that can bring this goal to fruition. In this episode of Talking Aerospace Today, Todd Tuthill, Vice President of Aerospace, Defense, and Marine, is joined again by Dale Tutt, Vice President of Industry Strategy for Siemens, to continue their discussion of the future of systems engineering in A&D. Together, they hone in on the role of AI and SysML v2 in updating systems engineering and companies' system architectures to meet the challenges facing the industry today. In this episode, you will learn: The importance of systems engineering to ensuring product safety Where AI can improve systems engineering and engineers' workflows How SysML v2 is different from SysML v1 The benefits SysML v2 brings to A&D companies and their system architectures Connect with Todd Tuthill: LinkedIn Connect with Dale Tutt: LinkedIn Connect with Patty Russo: LinkedIn Resources: Siemens Aerospace & Defense website

Patrick McKenzie (patio11) is joined by Bean, a pseudonymous defense industry expert, to explore the intellectual crossovers between military and civilian domains. The conversation reveals how the defense industry's fundamental constraint of having only one customer (a monopsony) creates entirely different incentives than tech, leading to conservatism and 30-50 year product lifecycles. Bean argues that drones are largely modern iterations of cruise missiles we've had since the 1950s, and explains why current anti-drone defenses make swarm attacks less threatening than headlines suggest.–Full transcript available here: www.complexsystemspodcast.com/defense-with-bean-of-naval-gazing/–Sponsor:This episode is brought to you by Mercury, the fintech trusted by 200K+ companies — from first milestones to running complex systems. Mercury offers banking that truly understands startups and scales with them. Start today at Mercury.comMercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. –Recommended in this episode:Naval Gazing: https://www.navalgazing.net/––Timestamps:(00:00) Intro(00:29) The overlap between tech and defense(01:35) Operations research in World War II(02:55) Mathematical insights and military strategies(05:28) The role of operations research in modern warfare(16:59) Tech and defense (Part 1)(19:48) Sponsor: Mercury(21:00) Tech and defense (Part 2)(26:07) Economics behind the defense industry(32:07) SpaceX's early challenges and achievements(33:00) The Super Hornet development story(34:39) Military procurement lessons(37:42) Aerospace industry retention rates(38:42) Lockheed Martin's dominance and supply chain(40:55) Drone technology and military applications(46:53) Anti-drone defenses and future warfare(48:01) Naval warfare and historical perspectives(01:01:03) Wrap

The Army's MV-75 tiltrotor has been moving fast -- quietly. Design is almost 90% complete, and a second generation is in the works. And how did they get to skip Milestone A? We take a newsy deep dive into that program with the Army program manager, Col. Jeff Poquette, and Bell vice president Ryan Ehinger. Powered by GE!

In aerospace and defense, every breakthrough is built on material science. From the alloys powering jet engines to the composites shielding spacecraft, innovation isn't just about design—it's about what the machines are made of.  Yet the way we discover and scale new materials hasn't meaningfully changed in more than a century. Research cycles drag on for decades, costs skyrocket, and supply chains remain fragile.  Meanwhile, other nations have poured resources into material science—developing advanced alloys, stockpiling rare earths, and in many ways, weaponizing the periodic table. That leaves the U.S. and its allies with a hard question: how do you compete with adversaries accelerating discovery while you're trapped in outdated cycles? The future of hypersonics, space defense, and even energy security depends on faster, smarter breakthroughs in material science. That's where Joe Krause and Radical AI come in. The New York–based startup is combining AI, autonomy, and materials expertise to compress R&D timelines from years to weeks—and slash costs along the way. In this episode, Joe shares how a cold call to a VC led to the founding of Radical AI, why aerospace innovation is fundamentally a materials problem, and what's at stake in a world where control of supply chains may decide the balance of power. You'll learn: How Radical AI's “materials flywheel” is redefining discovery and deployment Why rare earths and advanced alloys are now a geopolitical flashpoint What it takes to build a deep-tech culture driven by speed and mission Joe's journey from PhD researcher to founder—and how it could reshape the future of defense and space   Guest Bio Joe Krause is the co-founder and CEO of Radical AI. Radical AI is reinventing the way materials science is done and designing new materials for the world's needs. Harnessing the most advanced AI discovery engine and full-scale laboratory automation, they're pioneering a bold new era of innovation, accelerating the development of materials that transform human development. Radical AI is made up of a world-class group of materials scientists, physicists, engineers, and entrepreneurs. Visit https://www.radical-ai.com/, email joseph@radical-ai.com, or connect with him on LinkedIn.    About Your Host Craig Picken is an Executive Recruiter, writer, speaker and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association.    Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you! 

Wednesday, July 30th MBN stepped outside it's studio at the Capital Region International Airport, and attended an encouraging event for Mid-Michigan's future. BETA Technologies, Michigan Department of Transportation (MDOT), Michigan Economic Development Corporation (MEDC_, and Capital Region International Airport (LAN) gathered with invitees to see the future of aviation in Michigan. Building on its leadership in transportation, Michigan made a landmark investment to support the development and deployment of Advanced Air Mobility (AAM) technology and infrastructure. Vermont-based Aerospace company. BETA Technologies, a recipient of that funding, has come to Lansing, Michigan in order to showcase its electric aircraft and commission a charger — the first electric aviation charger to be installed in the state of Michigan. This features remarks from LAN, MDOT, MEDC, and BETA about this technology, and the many ways in which it will benefit local residents, businesses, and economies across the state. You'll also see the ribbon cutting, a flight by the electric aircraft and attendees checking out the plane. Wednesday, July 30 | 10:00 - 11:30 a.m., attendees were on hand at the Capital Region International Airport. Just west of the terminal building at Avflight Lansing | 3121 W Circle Dr, Lansing, MI 48906. Thank you to: Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/soundroll/the-anthem License code: BK8LRLDOSFJZTPKG » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

In this episode of The Good Trouble Show, we dive into a groundbreaking development in UFO/UAP research with Dr. Jacques Vallée. For the first time, a peer-reviewed UFO paper has been published in Progress in Aerospace Sciences, addressing a case that has been buried for over 50 years. We explore the implications of this historic breakthrough, including whether the Trump administration will disclose the reality of UFOs/UAP and the upcoming Congressional UFO hearing led by Congresswoman Anna Paulina-Luna.Investigative journalist Matt Ford interviews Dr. Vallée as they discuss the findings of their paper co-authored with Luc Dini and Geoffrey Mestchersky. Their work re-evaluates a long-forgotten 1966 case from the Condon Report, revealing striking evidence of nuclear-level energy output from an unidentified object, challenging the previous narrative that debunked UFOs.Join us as we break down: • The significance of Vallée's peer-reviewed UAP paper in the top aeronautics journal • How the Condon Report overlooked one-third of unexplained cases • Connections to historical projects like Project Blue Book • The future of UFO science and upcoming UAP news in 2025This episode covers essential topics in UFO research and the intersection with politics and national security that you won't want to miss.Please consider supporting us at:Patreon: https://www.patreon.com/TheGoodTroubleShowSegment Producer: Ali Travis Linktree: https://linktr.ee/thegoodtroubleshowPatreon: https://www.patreon.com/TheGoodTroubleShowYouTube: https://www.youtube.com/@TheGoodTroubleShowTwitter: https://twitter.com/GoodTroubleShowInstagram: https://www.instagram.com/thegoodtroubleshow/TikTok: https://www.tiktok.com/@goodtroubleshowFacebook: https://www.facebook.com/The-Good-Trouble-Show-With-Matt-Ford-106009712211646Threads: @TheGoodTroubleShowBlueSky: @TheGoodTroubleShowBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-good-trouble-show-with-matt-ford-uap-politics--5808897/support.

On April 2, 2011, a Gulfstream Aerospace test flight of the G650 ended in tragedy when the aircraft crashed during takeoff at Roswell International Air Center. What went wrong during this critical test?Find photos and sources for this episode on our website:www.hardlandingspodcast.comSupport us on Patreon: www.patreon.com/hardlandingspodcast

On the Monday, Aug. 25 edition of Georgia Today: An executive order targets unions at the Department of Health and Human Services; Georgia aerospace and defense companies form an organization to advance their industries; and two Georgia residents will serve on a new advisory group for Alzheimer's disease. 

Today we meet with Dean Cameron, the CEO of TOP shelf Media. He has been an aerospace marketing professional for the past 38 years with experience in engineering and design as well as numerous manufacturing disciplines. In an effort to support both current Manufacturing resources, Dean launched Northwest Aerospace News in 2017. He strongly believes that the future of the aerospace industry depends on exposing youth to Advanced Manufacturing practices—this means as early as middle school! He connects young minds to the industry, exposing them to careers in the industry through his middle school aged focus publication, Let's Go Aerospace Magazine for kids. Dean's view on education completely jibe with our own, and we know you will see how valuable his contributions are after this episode. Don't miss the links to his publications below. Links: www.northwestaerospacenews.com (Industry Trade Magazine)www.letsgoaerospace.com (Middle School Magazine)

After many years out of the public's view, the Rolls-Royce Aerospace Collection has a brand new home at Aerospace Bristol and thanks to the fantastic team at the museum, we got to have a quick look around this historic collection of Bristol and Rolls-Royce aero engines.Visit the Aerospace Bristol website: https://aerospacebristol.org/https://www.facebook.com/aerospacebristol/https://twitter.com/BristolAerohttps://www.instagram.com/aerospacebristol/https://www.youtube.com/c/aerospacebristol-----------------------------------------------------

In a surprise visit to Kyiv, Prime Minister Mark Carney re-affirmed Canada's commitment to help re-arm Ukraine. It was Carney's first visit to the war torn country since becoming Prime Minister. We'll also look ahead to his meetings with allies in Poland, Germany and Latvia in the coming days.Also: Donald Trump is threatening to expand what he calls a crackdown on crime. The U.S. President suggested he could deploy the National Guard to more Democratic-led cities, like Chicago and Baltimore. But local leaders are pushing back, and accusing him of stoking fear.And: This week, Canadian aerospace company NordSpace hopes to be the first to launch a Canadian made rocket into space from Canadian soil. The company is hoping the launch will open the doors to a lucrative industry for this country, and help Canadian engineering talent stay home.Plus: Crackdown on Smithsonian museums, Canada Games comes to an end, and more.

Episode Summary: This week we're talking about what it'll take to project airpower into the heart of the fight in a conflict with China. Most of the time we think about enemy fighter planes, surface-to-air missiles, and AAA, but the biggest challenge might come down to electromagnetic spectrum operations. China has long-studied US warfighting constructs and they know that our forces are highly reliant on networked operations. Whether thinking about command and control, teaming mission assets real-time, or taking advantage of connectivity to space… the American way of war, especially airpower, requires a lot of connectivity. They've focused a tremendous amount of energy to degrade and deny this communication. That has huge implications for our forces. It's exactly what Mike Dahm investigated in his latest report—Disconnected by Design—Fifth and Sixth Generation Aircraft in Disaggregated Collaborative Air Operations. The concept relies upon a force of fifth and sixth-generation aircraft, plus CCA, that can penetrate adversary air defenses, sensing, coordinating, and executing individual actions at the tactical edge of the battlespace. Credits: Host: Douglas Birkey, Executive Director, The Mitchell Institute for Aerospace Studies Producer: Shane Thin  Executive Producer: Douglas Birkey Guest: J. Michael "JDAM" Dahm, Senior Fellow for Aerospace and China Studies, The Mitchell Institute for Aerospace Studies Guest: Col. Russell "Big" Badowski, Assistant Professor, Eisenhower School for National Security and Resource Strategy, National Defense University Links: Subscribe to our Youtube Channel: https://bit.ly/3GbA5Of Website: https://mitchellaerospacepower.org/ Twitter: https://twitter.com/MitchellStudies Facebook: https://www.facebook.com/Mitchell.Institute.Aerospace LinkedIn: https://bit.ly/3nzBisb Instagram: https://www.instagram.com/mitchellstudies/ #MitchellStudies #AerospaceAdvantage #China #fifthgenerationaircraft

On this episode, Jamey Embree and Ken Biscorner from L&L Products join us to discuss their work in bringing L&L’s extensive expertise to solutions for the aerospace, construction, sporting goods, and emerging mobility industries.  L&L Products is well-known in the automotive space for developing innovative solutions that help OEMs create lighter, stronger, and quieter vehicles, but they also provide high-performance solutions for […] The post Bonding, Reinforcement & Beyond: L&L Products' Role in Advanced Aerospace, Transportation and Construction first appeared on Composites Weekly. The post Bonding, Reinforcement & Beyond: L&L Products’ Role in Advanced Aerospace, Transportation and Construction appeared first on Composites Weekly.

As the US Air Force gets ready for a new Chief of Staff, the Mitchell Institute is about to publish what they're calling the Mother of All Reports, laying out ways ahead for the service's readiness, operations, force mix, and more. It's author, retired colonel JV Venable, explains it all. And, yes, airpower headlines. All powered by GE!

In aviation, the most transformative breakthroughs often take place far above the commercial flight lanes, and far below the public radar.  But in today's defense and aerospace economy, those breakthroughs are harder than ever for small companies to bring to life.  Government budgets overwhelmingly favor the largest primes. Smaller, more agile innovators are forced to bankroll their own R&D while competing against firms with deeper pockets, stronger political clout, and guaranteed contracts.  Venture-style “build-to-flip” incentives tempt some to chase quick exits over long-term quality. Even when technology works, commercial adoption can stall as customers demand bespoke designs for each use case. Swift Engineering's record-breaking high-altitude glider is one such breakthrough fighting its way through that gauntlet.  Designed to fly at 67,000 feet for days at a time, this ultra-light, solar-powered aircraft can do what satellites can't: hold a fixed position, deliver real-time intelligence, and land on a runway. At just 1% of the cost. For Hamed Khalkhali, Swift's president, the innovation story isn't just about engineering excellence. It's about surviving and thriving in a system that often seems built for incumbents.  In this conversation, he unpacks the strategic, funding, and talent challenges that determine which companies survive in the next wave of aerospace innovation.   You'll also learn: High-altitude, solar UAV that outperforms satellites at 1% of the cost. Why system integration is aerospace's next frontier. The funding squeeze forcing small firms to self-finance R&D. The “moral accuracy” gap shaping U.S. drone strategy. How fresh grads can drive bigger breakthroughs than veterans. Keeping start-up creativity alive in bigger organizations. Guest Bio Hamed Khalkhali is the President of Swift Engineering and an adjunct professor at Cal Poly Pomona, with more than 25 years of experience spanning technical innovation, leadership, and cross-disciplinary communication. He brings over a decade of expertise in system-level design for Fly-by-Wire flight control systems with the highest safety standards (FDAL-A), along with deep knowledge of ARP-4752, DO-160, and DO-178 certification processes. Throughout his career, Hamed has led high-performance engineering organizations, managing teams across mechanical, electrical, verification and validation, manufacturing, AI, machine learning, quality control, supply chain, and R&D. He is known for integrating manufacturing engineering into the earliest stages of design, optimizing products through rigorous processes such as Six Sigma, Lean, Kaizen, and design-for-manufacturability. His leadership approach blends technical precision with a focus on systems integration, efficiency, and innovation in both aerospace and defense. Connect with Hamed on LinkedIn.    About Your Host Craig Picken is an Executive Recruiter, writer, speaker and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association.    Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you! 

Rogel Mari Sese is Director at ADDVentures Innovation Center. ADDVentures Innovation Center is the technology business incubator and innovation hub of Ateneo de Davao University in Davao City. ADDVentures Innovation Center incubates startups in the aerospace and robotics technologies, helping them turn ideas into market-ready products. Watch the episode to learn more about the services that ADDVentures Innovation Center provides for startups! This episode is recorded live at ADDVentures Innovation Center, technology business incubator and innovation hub of Ateneo de Davao University in Davao City.In this episode | 01:37 Ano ang ADDVentures Innovation Center? | 06:31 What services are provided by the incubator? | 17:13 What type of startups are supported? | 24:46 How can interested startups join? | 30:07 What is the story behind the incubator? | 37:57 How is the startup ecosystem in Davao? | 46:55 What are future plans for the incubator? | 52:41 How can listeners find more information?ADDVENTURES INNOVATION CENTERFacebook: https://facebook.com/ADDUVenturesTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: ⁠⁠⁠⁠⁠https://sprout.ph⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠https://bit.ly/SproutPayrollStarter⁠⁠⁠⁠⁠APEIRON: ⁠⁠⁠⁠⁠https://apeirongrp.com⁠⁠⁠⁠⁠TWALA: ⁠⁠⁠⁠⁠https://twala.io⁠⁠⁠⁠⁠SYMPH: ⁠⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠⁠SECUNA: ⁠⁠⁠⁠⁠https://secuna.io⁠⁠⁠⁠⁠RED CIRCLE GLOBAL: ⁠⁠⁠⁠⁠https://redcircleglobal.com⁠⁠⁠⁠⁠MAROON STUDIOS: ⁠⁠⁠⁠⁠https://maroonstudios.com⁠⁠⁠⁠⁠AIMHI: ⁠⁠⁠⁠⁠https://aimhi.ai⁠⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)PIXEL by Eplayment: ⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠⁠⁠https://unawa.asia⁠⁠⁠⁠⁠SkoolTek: ⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠Better Support: ⁠⁠⁠⁠⁠https://bettersupport.io⁠⁠⁠⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠⁠⁠⁠https://britanaerp.com⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠EastPoint Business Outsourcing Services: ⁠⁠⁠⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠⁠⁠⁠Doon: ⁠⁠⁠⁠⁠https://doon.ph⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠LookingFour Buy & Sell Online: ⁠⁠⁠⁠⁠https://lookingfour.com⁠⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠⁠Spotify: ⁠⁠⁠⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠⁠⁠Apple Podcasts: ⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠⁠⁠https://tasharivera.com

Cut through the clouds with Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Jose Alancherry, Vice President, Client Portfolio Management, TDAM, to learn what's fueling domestic travel growth in Canada, how aerospace and defense are correlated, and how investors might think about exposure to these industries through ETFs. Buckle up and tune in to find out what's making sectors take flight, and why diversification and quality are first-class considerations.Highlights include:00:01:35 Current travel trends00:05:05 How to invest in travel00:07:30 Why do aerospace and defense share a category?00:11:10 How to invest in defense00:16:00 Risk/reward framework of sector investing For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

In this special Buddhability episode, we sit down with four science and aerospace professionals, speaking as private citizens, to discuss the relationship between Buddhism and space. They share perspectives on Buddhism humanism in space exploration, Buddhist theory and space science, and the eternity of life. You can watch today's episode on your YouTube channel.Resources:Space and Eternal Life: A dialogue between Chandra Wickramasinghe and Daisaku Ikeda, p. 219The Wisdom for Creating Happiness and Peace, part 1, revised edition, pp. 113-12

Send us a textDie Airbus A320-Familie (A318–A321neo) hat die Boeing 737 bei den Auslieferungen überholt – mit 12.155 Jets Anfang August 2025. Damit endet die jahrzehntelange Vorherrschaft der 737.•✈️ A320neo-Familie: Treiber des Erfolgs mit über 4.000 Auslieferungen•

Adam visits an old RAF base, now the home of Bristol Aerospace, to fly around their hangars! He sees Concorde up-close and meets an old WWII bomber, now in their restoration wing Join Fun Kids Podcasts+: https://funkidslive.com/plusSee omnystudio.com/listener for privacy information.

Bristol has been a vibrant hub for British aviation since aircraft first took to the United Kingdom's skies. While the skies of the West Country no longer hum to the aircraft and engines produced at Filton, Aerospace Bristol houses that history in an accessible and vibrant way. The Bristol Aero Collection Trust chair, Sir Iain Gray kindly showed us around the collection and talked us through Bristol's contribution to British aerospace.Visit the Aerospace Bristol website: https://aerospacebristol.org/https://www.facebook.com/aerospacebristol/https://twitter.com/BristolAerohttps://www.instagram.com/aerospacebristol/https://www.youtube.com/c/aerospacebristol-----------------------------------------------------

I want to hear your thoughts about the show and this episode. Text us here...What does it take to build a rock-solid mindset, scale a business you love, and still have time for the life you want? In this inspiring conversation, Julie sits down with Carina Groombridge, engineer turned entrepreneur and coach, to explore how mindset shapes success at every level.Carina shares her journey from the male-dominated aerospace industry to creating her own thriving coaching business. She opens up about the power of setting boundaries, learning to delegate, saying “no” without guilt, and redefining what success really means.If you've ever felt stuck in hustle mode, struggled with people-pleasing, or wondered how to balance ambition with freedom, this episode will give you both the encouragement and practical tools you need.What You'll Learn in This Episode:How to develop a “rock-solid mindset” that helps you bounce back when things don't go as planned.Why new levels in business bring familiar challenges—and how to face them differently each time.The biggest mental baggage entrepreneurs carry (and how to unpack it).Practical ways to buy back your time through delegation and boundaries.Carina's quick-win exercise to identify the biggest thing holding you back right now.Links and Resources:Connect with Carina Groombridge: CarinaBroombridge.comFollow Carina on Instagram: @CarinaGroombridgeFree Gift: Failure Recovery – 4 Steps to Get Back to Feeling Powerful (link in show notes)Download Julie's free resources at This is an invitation to join a supportive community of purpose-driven entrepreneurs who are creating an impact in the world.A mastermind is a community of peers who exchange ideas, provide support, and offer sound advice for running a successful business.Join the Confident YOU Mastermind now at https://goconfidentlyservices.myflodesk.com/confidentyoumastermindSupport the showOther helpful resources for you: For more about me and what I do, check out my website. Are you ready to get some help with:Podcast launch/re-launchPodcast growth, to increase your authority and position yourself as the thought leader you are. Or Leveraging your podcast to build your online biz and get more clientsSign up for a FREE 30 minute Confident Podcast Potential Discovery Call In this session I will: Identify the pain point that is holding you back. Suggest a next step strategy for solving the pain point.https://calendly.com/goconfidentlycoaching/30-minutes-free-coaching-sessioin Then we will talk about working together to accelerate the process. Do you want a podcast audit? Check out this link If you're looking for support to grow your business faster, be positioned as an authority in your industry, and impact the masses, schedule a call to explore if you'd be a good fit for one of my coaching programs. ...

Sift is focused on solving the hardware/software problem in aerospace. Their mission and vision argue that hardware has been left behind. Sift argues that the industry still lacks the runtime observability tools to debug systems in real-time. Sift is filling that gap by providing a full-stack AI SaaS solution to hardware observability. We speak to Sift's CEO Karthik Gollapudi. You can connect with Karthik Gollapudi on LinkedIn and learn more about Sift on their website. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Todd Stankiewicz turns to corners of the market he thinks investors should watch. One of the biggest: energy, specifically the nuclear power space. He sees nuclear companies powering A.I. infrastructure's exponential need for electricity. Todd explains telehealth's role in giving healthcare its next leg higher and his deregulation bull case on aerospace.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Software-defined products have been on the rise across industries, and aerospace and defense is no exception. Aircraft, rockets, and satellites today are integrated with cutting edge electronics and software, introducing a multitude of new functions and considerations. To account for them all, systems engineering in aerospace must become more holistic and allow for more interoperability between domains. In this episode of Talking Aerospace Today, Todd Tuthill, Vice President of Aerospace, Defense, and Marine for Siemens Digital Industries Software, is joined again by Dale Tutt, Vice President of Industry Strategy for Siemens. They continue their conversation from last time, discussing how new software-defined aircraft and spacecraft drive the need for holistic systems engineering, as well as what other industries can learn from the A&D industry's experiences with systems engineering. In this episode, you will learn: Why systems engineering must change to accommodate software-defined aerospace products Other factors in the space sector that necessitate holistic systems engineering The merits of Tang What systems engineering can look like in other industries and how they can learn from aerospace Learn how Siemens technology can help your organization improve cross-domain collaboration, visibility and integration here. Talking Aerospace Today would also like express condolences for the recent passing of Jim Lovell, commander of the Apollo 13 mission, which is heavily discussed in this series of episodes, and acknowledge his many contributions to manned spaceflight.

Rocket Lab has completed the acquisition of the parent holding company of Geost. The Indian National Space Promotion and Authorisation Centre (IN-SPACe), has selected a consortium led by PixxelSpace to build a commercial sovereign constellation of Earth observation satellites. The European Space Agency (ESA) is deliberating moves to become less dependent on NASA programs, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest is Bryce Kennedy, Space Connectivity Senior Officer, International Telecommunication Union (ITU). You can connect with Bryce on LinkedIn, and learn more about the ITU on their website. Selected Reading Rocket Lab Closes Acquisition of Geost, Expanding Its National Security Capabilities with Launch, Spacecraft, and Now Payloads India's space regulator picks Google-backed PixxelSpace for home-grown satellite constellation- Reuters Europe's space ambitions at risk over dependence on Nasa, agency warns  NASA Explores Industry Possibilities to Raise Swift Mission's Orbit European VV27 victory. LeoLabs and NASA Enter Space Act Agreement for Flight Safety Data Integration & Coordination Road to Space - Arianespace ULA Vulcan to launch USSF-106 national security mission Tuesday from Cape Canaveral, Florida AST SpaceMobile Provides Business Update and Second Quarter 2025 Results BlackSky Secures Two-Year Gen-3 Early Access Agreement with New International Gen-2 On-Demand Customer Six Months from Initial Contract Redwire Announces Major Release of Acorn 2.0 Software Product, Expanding its AI-Powered Digital Engineering Tools for Aerospace and Defense Customers Is astronomy safe from organized scientific fraud?- Space The entities enabling scientific fraud at scale are large, resilient, and growing rapidly- PNAS T-Minus Crew Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we welcome back Michael to explore Vertical's progress with its VX4 eVTOL aircraft and ambitious roadmap toward certification and commercial operations by 2028. Michael shares a behind-the-scenes look at how the VX4 prototype has been exceeding expectations in recent flight tests, showcasing exceptional stability, efficiency, and ultra-low noise performance. He dives into the technical and strategic decisions shaping the final aircraft design, from battery safety innovations to partnering with the UK CAA and EASA for high-standard certification. Listeners will gain insights into the meticulous engineering, operational learnings, and regulatory engagement that are de-risking Vertical's journey to market. Michael also reflects on Vertical's newly signed partnership with Bristow, a move that will enable scalable commercial operations through wet lease models—especially for airport shuttle services.

Time to kick back and review where US airpower stands, especially the US Air Force. And it's air show season, so the perfect guest for both is Doug Birkey, Executive Director of the Mitchell Institute for Aerospace Studies, also a Collings Foundation insider and just back from Oshkosh. Plus headlines in airpower. All powered by GE!

The Eighth Air Force is a storied unit with a warfighting history that dates back to the contested skies over Europe in World War II. Today, circumstances and technologies may be a bit different, but the Mighty Eighth's mission is largely the same: to deter conventional and nuclear threats, and provide national leadership with the means to strike any target around the globe at any time. Maj Gen Jason Armagost is a life-long combat pilot. He began his career in the F-16 and then transitioned to flying B-2s and eventually B-52s. In his current role, he leads the Air Force's bomber and airborne nuclear command and control forces. He is also commander of the Joint-Global Strike Operations Center, which serves as the central command and control node for all operations within Air Force Global Strike Command, orchestrating warfighting and readiness activities for the Commander, Air Forces Strategic. Bombers flying long-range strike missions are one of the most important capabilities in America's arsenal. It's a powerful motivator to deter adversaries in times of peace, and it nets powerful results when we're at war. Only the Air Force possesses these aircraft, they don't exist in other U.S. or allied service branches. Add refueling tankers, air superiority fighters, and powerful electronic warfare planes, and we're talking about an incredible force mix that manifests the attributes of true global reach and power.

Indian startup Jeh Aerospace has secured $11 million in a new funding round to help ease global supply chain bottlenecks. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The aerospace and defense industry has a deep relationship with systems engineering. From all the way back to the Apollo program to now, systems engineering has helped deliver numerous complex aircraft and spacecraft, often in the form of model-based systems engineering (MBSE). However, the integration of new electronics, software, autonomous control, and other technologies in today's aerospace products requires levels of cross-domain integration and system interoperability that exceed MBSE's initial promise. In this episode of Talking Aerospace Today, Todd Tuthill, Vice President of Aerospace, Defense, and Marine for Siemens Digital Industries Software, is joined by Dale Tutt, Vice President of Industry Strategy for Siemens. Together, they begin exploring the need for the digital transformation of systems engineering and how to evolve it to meet the demands of A&D companies today. In this episode, you will learn: Recent trends in aerospace and defense,particularly the space sector The history of systems engineering in A&D Why systems engineering approaches in A&D need change The benefits of holistic systems engineering across the product lifecycle Learn how Siemens technology can help your organization improve cross-domain collaboration, visibility and integration here.

As competition between the United States and adversary nations intensifies, cybersecurity risks for aerospace and defense are rising. Listen in to this sponsored podcast as Josh Lospinoso,  CEO and Co-Founder of Shift5, and David Forbes, who leads Cyber Physical Defense at Booz Allen Hamilton, explain the nature of the cyber security threat, the stakes involved and how to mitigate it. Learn more here

China's groundbreaking achievements in aerospace, aviation and maritime exploration are on display in a museum in Hong Kong.

What if the government's top-secret military projects aren't just about cutting-edge technology and weaponry, but also about the dark arts? What if these black projects are rooted in occult knowledge, mind control, and ritualistic practices that are hidden from the public eye? In this episode, we're diving deep into the world of military black operations and asking a tough question: Could some of these programs be the real-world manifestation of modern-day sorcery?While we often think of sorcery as something rooted in ancient witchcraft, dark magic, or secret occult societies, what if the military's black projects—from mind control experiments to advanced psychic warfare—are just a new form of sorcery in the 21st century? EDIT: Fringe Radio Network has included in this episode, corrections that were issued by Jim Duke Perspective in a separate broadcast.Sometimes we podcasters get tongue-tied in what we're saying. Since I did not have a chance to edit the last edition, I wanted to include this audio to explain and correct some of the errors I made in the last podcast.

Aerospace is undergoing its biggest shift since the Jet Age, with innovations like supersonic jets, eVTOLs, and drones set to redefine travel and delivery. As we enter this new era of aviation, how will these technologies reshape our daily lives?   In this Unplugged episode of SAE Tomorrow Today, host Grayson Brulte discusses the transformation of aerospace and the impact these new technologies will have on society.   Have your own thoughts on this topic? We'd love to hear from you! Share your comments, questions or ideas for future topics with Grayson on Twitter or send them to podcast@sae.org.   Follow SAE on LinkedIn, Instagram, Facebook, Twitter, and YouTube. Follow host Grayson Brulte on LinkedIn, Twitter, and Instagram.  

Electra is a fascinating company that straddles the line between traditional aviation and advanced air mobility. Their hybrid, quiet, ultra-short-takeoff aircraft are finding interest from the US military. We learn more from Donn Yates, their head of government markets. Powered by GE! 

Commercial aviation is booming, but not for the reasons you'd expect. While the media fixates on tariffs, inflation, and geopolitical risks, industry insiders are seeing a very different picture. Airline profits are up, demand is strong, and aircraft backlogs are stretching eight years into the future. But underneath the optimism is something more nuanced: a market defined by high-cost inputs, a scramble for qualified labor, and a reshuffling of what counts as “value” in M&A. In this episode of The Aerospace Executive Podcast, M&A specialist Bill Alderman returns for his quarterly check-in on the state of the aerospace and defense sector.  We unpack the surprising resilience of commercial aviation, why job shops are suddenly hot properties, and the real reasons behind rising multiples in the MRO and manufacturing space. Key Topics Covered: Why Job Shops Are Suddenly a Seller's Market The Real Tariff Story MRO's Growth May Have Peaked  Delta's Blowout Quarter and What It Signals  Good Accounting is Deal Fuel Defense Two Speeds, One Future Guest Bio William H. Alderman (Bill) is the Founding Partner of Alderman & Company. Bill is an M&A specialist in the middle market of the aerospace and defense industry with over $2 billion in mergers and acquisition-related transactions to his name. Prior to founding Alderman & Company in 2001, Bill worked for 15 years on Wall Street and in the Aerospace & Defense Industry, principally on M&A transactions in the middle market. His employers included BT Securities, Fieldstone, and General Electric. Bill is a Securities Principal registered with the Financial Industry Regulatory Authority (“FINRA”) and has four securities industry licenses (Series 7, 24, 63, and 65). Bill is a commercial pilot and owns and operates a Cirrus SR22. URL Link: https://www.aldermanco.com/ LinkedIn - https://www.linkedin.com/in/williamalderman/ About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association.      Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you! 

In this podcast episode, Dr. Jonathan H. Westover talks with Andy Crocker about what losing to Musk and Bezos taught him about real leadership. Andy Crocker is an aerospace executive with three decades of experience building high-performance teams and leading ambitious projects, including NASA's Human Landing System. He holds degrees in engineering, humanities, management, and leadership and is an associate fellow of the American Institute of Aeronautics and Astronautics. His multidisciplinary educational background and diverse career shaped his unique perspective that led him to write The Unconditionals in which he reveals the foundational, timeless values that help readers unlock the potential for their greatest personal and professional fulfillment. He recently founded Overview Affection, a company that aims to extend the values contained in The Unconditionals to individuals and organizations. Check out all of the podcasts in the HCI Podcast Network!

In this week's episode we take a look at all the news our outer solar system has to offer. From newly discovered outer solar system objects to intersteller comet I3/Atlas to the Peried Meteor shower, we have icy objects and absolutely no aliens (It's never aliens #IYKYK).

On today's Land Warfare Series program, sponsored American Rheinmetall, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer, the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, join Defense & Aerospace Report Editor Vago Muradian to discuss the latest on the Ukraine war, how both sides are advancing drone technology, tactics Russia is using to claw back territory despite high casualties, prospects for peace as President Trump gives both sides 25 days to make a deal, whether US will sanction Russia and whether sanctions will drive a change in Moscow's strategy, growing US interest in adopting Ukrainian drones shaped by wartime experience, role of autonomy and swarming technologies on the battlefield, the wider international and domestic implications of President Volodymyr Zelenskyy's unpopular effort to shift now-independent anti-corruption authorities to his control, how NATO can deter a country that has absorbed 1 million casualties and keep fighting, how high casualties are shaping the political dynamic in Moscow, threat of new secondary sanctions on India for trading with Russia, and Ukrainian public sentiment on continuing the war.

Brian Glenn describes the accelerating “Who Blinks First?” tension between the White House and the Fed as he reacts to the FOMC decision. He works with business owners and discusses the strategies and considerations they're using in this rate environment. He likes aerospace, citing heavy backlogs in Boeing (BA) and Airbus, as well as auto dealing companies like CarMax (KMX). Brian also likes AI, comparing the boom to the late 90s when many unrelated industries benefitted from new technology.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

On this episode, Edward Crawford and Rick Armstrong of Coltala Aerospace join me to discuss Evans Composites’ accelerated growth in aircraft repair operations under Coltala Aerospace.  Evans Composites has experienced transformative growth this past year, powered by Coltala Aerospace's precision integration strategy. Evans Composites’ workforce has doubled in size. This momentum has brought alignment and strength to Evans, driving significant gains in operational […] The post How Coltala Aerospace Turned Evans Composites Into a Mission-Critical Force first appeared on Composites Weekly. The post How Coltala Aerospace Turned Evans Composites Into a Mission-Critical Force appeared first on Composites Weekly.

NASA's normally vibrant presence at the American Institute of Aeronautics and Astronautics' showcase Aviation and Ascend events was cut to the bone this year as the agency faces crippling budget cuts. Aviation Week's Graham Warwick, Guy Norris and Garrett Reim were in Las Vegas for the events. They share their impressions from there and concerns about what the NASA cuts could mean for U.S. competitiveness in commercial aviation and space.

Astrophysicist Dr. Jonathan McDowell explains how the ever-growing problem of space junk is threatening satellites, science missions, and even spaceflight as we know it.In this episode, Jonathan discusses orbital debris, anti-satellite missiles, clean-up efforts, and how one incident could cause a communication blackout for decades. In the lawless realm of low Earth orbit, we could see a future where space exploration comes to a halt altogether. However, some companies are testing solutions that aim to alleviate the problem before it's too late. There is a lot to learn!Resources:Jonathan's BioJonathan's Space ReportSpace Debris (NASA)Wild Wild Space Trailer (HBO Max)Chapters:(00:00) - Intro (01:32) - Space Junk Overview (05:11) - Small Debris Damage (07:54) - Aerospace Beginnings (09:37) - Tracking Launches (11:39) - Dodging Debris (15:21) - Anti-Satellite Missiles (20:36) - Space Air Traffic Control (23:27) - Safer Altitudes (24:47) - The End of the ISS (29:17) - How Space Junk is Blocking Research (31:52) - Billboards in Space (33:47) - Satellite Designs (35:05) - Cleaning Up (36:07) - Jonathan's Advice (38:14) - Outro

Send us a textPhotos of President Trump's bruised hands prompted a rare public medical update, but what really happens behind closed doors when a President's Health is at stake? Dr. Jeffrey Kuhlman, former physician to President Obama and Chief Quality and Safety Officer at AdventHealth, joins hosts John Driscoll and David Williams to explore the tension between patient privacy and public trust, the need for cognitive testing in aging leaders, and how principles of presidential medicine can improve care for everyone.

What's the latest with the Golden Dome missile defense project? How has Ukraine's experience influenced US air defense thinking? And what is mesh sensing? We get answers to those questions from Dr. Tom Karako, director of the Missile Defense Program at the Center for Strategic and International Studies. Plus this week's headlines in airpower, and the inside skinny from the Global Air and Space Chiefs' Conference. Powered by GE!

How can we make operating in space safe & sustainable for everyone? Given the risks we face up there, like space debris and adversarial actors. This is where a company like Slingshot Aerospace comes in with its sensors, data, and insights derived from that data. My guest this week is their CEO, Tim Solms. Enjoy!

In this episode, Clay dives deep into the remarkable story of Heico — a quiet compounder that's delivered over 22% annual returns for more than three decades. While aerospace may seem like a commoditized or slow-moving industry, Heico flips that assumption on its head.  Clay breaks down how the Mendelson family transformed a struggling parts supplier into a $38 billion industry leader through exceptional capital allocation, a culture of ownership, and a nearly unbreakable moat built on regulatory mastery and being a partner that customers can trust. Whether you're an investor, entrepreneur, or business strategist, this episode offers timeless lessons on how to build and sustain a truly durable business. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:27 - The story of how the Mendelsons took a tiny parts supplier and turned it into a $38B aerospace powerhouse. 06:47 - How Heico turned strict FAA regulations into its biggest competitive advantage. 10:10 - Why airlines prefer Heico parts over the OEM alternatives. 17:50 - What makes Heico's acquisition playbook similar to Berkshire Hathaway. 27:58 - Why Heico's products and services are extremely sticky and provide predictable, recurring revenue streams. 37:25 - Why economic downturns benefit Heico, creating a countercyclical business model. 47:19 - How Heico's culture is unique and has created hundreds of millionaire factory workers. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Interview with Eric Mendelson. 50x Podcast with Nick Howley. Book mentioned: Lessons from the Titans. Related Episode: TIP731: Owning Best-In-Class Businesses w/ Joseph Shaposhnik. Related Episode: TIP709: The Art of Long-Term Investing w/ Francois Rochon. Follow Clay on X and LinkedIn.  Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: SimpleMining⁠ ⁠Hardblock⁠ ⁠AnchorWatch⁠ ⁠Onramp⁠ ⁠Human Rights Foundation⁠ ⁠Unchained⁠ ⁠Intuit⁠ ⁠Vanta⁠ ⁠reMarkable⁠ ⁠Shopify⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!⁠⁠⁠ Support our show by becoming a premium member! ⁠https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Arushi Agarwal from the European Sustainability Strategy team and Aerospace & Defense Analyst Ross Law unpack what a reshaped defense industry means for sustainability, ethics and long-term investment strategy.Read more insights from Morgan Stanley.----- Transcript -----Ross Law: Welcome to Thoughts on the Market. I'm Ross Law from Morgan Stanley's European Aerospace and Defense team.Arushi Agarwal: And I'm Arushi Agarwal from the European Sustainability Research Team.Ross Law: Today, a topic that's rapidly defining the boundaries of sustainable investing and technological leadership – the use of AI in defense.It's Tuesday, July 8th at 3pm in London. At the recent NATO summit, member countries decided to boost their core defense spending target from 2 percent to 3.5 percent of GDP. This big jump is sure to spark a wave of innovation in defense, particularly in AI and military technology. It's clear that Europe is focusing on rearmament with AI playing a major role. In fact, AI is revolutionizing everything from unmanned systems and cyber defense to simulation training and precision targeting. It's changing the game for how nations prepare for – and engage in – conflict. And with all these changes come serious challenges. Investors, policy makers and technologists are facing some tough questions that sit at the intersection of two of Morgan Stanley's four key themes: The Multipolar World and Tech Diffusion.So, Arushi, to set the stage, how is the concept of sustainability evolving to include national security and defense, particularly in Europe?Arushi Agarwal: You know, Ross, it's fascinating to see how much this space has evolved over the past year. Geopolitical tensions have really pushed national security much higher on the sustainability agenda. We're seeing a structural shift in sentiment towards defense investments. While historically defense companies were largely excluded by sustainability funds, we're now seeing asset managers revisiting these exclusions, especially around conventional and nuclear weapons. Some are even launching thematic funds, specifically focused on security and resilience.However, in the absence of standard methodologies to assess weapon related exposures, evaluate sector-specific ESG risks and determine transparency, there is no clear consensus on what sustainability focused managers can hold. Greater policy focus has created the need to identify a long-term approach to investing in this sector, one that is cognizant of ethical issues. Investors are now increasingly asking whether rapid technological integration might allow for a more forward-looking, risk aware approach to investing in national security.Ross Law: So, it's no news that Europe has historically underspent on defense. Now, the spending goal is moving to 3.5 percent of GDP to try and catch up. Our estimates suggest this could mean an additional $200 billion per year in additional spend – with a focus on equipment over personnel, at least for the time being. With this new focus, how is AI shaping the European rearmament strategy?Arushi Agarwal: Well, AI appears to be at the core of EU's 800 billion euro rearmament plan. The commission has been quite clear that escalating tensions have not only led to a new arms race but also provoked a global technological race. Now to think about it, AI, quantum, biotech, robotics, and hypersonic are key inputs not only for long-term economic growth, but also for military pre-eminence.In our base case, we estimate that total NATO military spend into AI applications will potentially more than double to $112 billion by 2030. This is at a 4 percent AI investment allocation rate. If this allocation rate increases to 10 percent as anticipated by European deep tech firms, then NATOs AI military spend could grow sixfold to $306 billion by 2030 in our bull case.So, Ross, you were at the Paris Air Show recently where companies demonstrated their latest product capabilities. Which AI applications are leading the way in defense right now? Ross Law: Yeah, it was really quite eye-opening. We've identified nine key AI applications, reshaping defense, and our Application Readiness Radar shows that Cybersecurity followed by Unmanned Systems exhibit the highest level of preparedness from a public and private investment perspective.Cybersecurity is a major priority due to increased proliferation of cyber attacks and disinformation campaigns, and this technology can be used for both defensive and offensive measures. Unmanned systems are also really taking off, no pun intended, mainly driven by the rise in drone warfare that's reshaping the battlefield in Ukraine.At the Paris Airshow, we saw demonstrations of “Wingman” crewed and uncrewed aircraft. There have also been several public and private partnerships in this area within our coverage. Another area gaining traction is simulation and war gaming. As defense spending increases and potentially leads to more military personnel, we see this theme in high demand in the coming years.Arushi Agarwal: And how are European Aerospace and Defense companies positioning themselves in terms of AI readiness?Ross Law: Well, they're really making significant advancements. We've assessed AI technology readiness for our A&D companies across six different verticals: the number of applications; dual-use capabilities; AI pricing power; responsible AI policy; and partnerships on both external and internal product categories.What's really interesting is that European A&D companies have higher pricing power relative to the U.S. counterparts, and a higher percentage are both enablers and adopters of AI. To accelerate AI integration, these companies are increasingly partnering with government research arms, leading software firms, as well as peers and private players.Arushi Agarwal: And some of these same technologies can also be used for civilian purposes. Could you share some examples with us?Ross Law: The dual use potential is really significant. Various companies in our coverage are using their AI capabilities for civilian applications across multiple domains. For example, geospatial capabilities can also be used for wildfire management and tracking deforestation. Machine learning can be used for maritime shipping and port surveillance. But switching gears slightly, if we talk about the regulatory developments that are emerging in Europe to address defense modernization, what does this mean, Arushi, for society, the industry and investors?Arushi Agarwal: There's quite a lot happening on the regulatory front. The European Commission is working on a defense omnibus simplification proposal aimed at speeding up defense investments in the EU. It's planning to publish a guidance notice on how defense investment will fit within the sustainable finance framework. It's also making changes to its sustainability reporting directive. If warranted, the commission will make additional adjustments to reflect the needs of the defense industry in its sustainability reporting obligations. The Sustainable Fund Reform is another important development. While the sustainability fund regulation doesn't prohibit investment into the defense sector, the commission is seeking to provide clarification on how defense investment goals sit within a sustainability framework.Additionally at the European Security Summit in June, the European Defense Commissioner indicated that a roadmap focusing on the modernization of European defense will be published in autumn. This will have a special focus on AI and quantum technologies. For investors, whilst exclusions easing has started to take place, pickup in individual positioning has been slow. As investors ramp up on the sector, we believe these regulatory developments can serve as catalysts, providing clear demand and trend signals for the sector.Ross Law: So finally, in this context, how can companies and investors navigate these ethical considerations responsibly?Arushi Agarwal: So, in the note we highlight that AI risk management requires the ability to tackle two types of challenges. First, technical challenges, which can be mitigated by embedding boundaries and success criteria directly into the design of the AI model. For example, training AI systems to refuse harmful requests. Second challenges are more open-ended and ambiguous set of challenges that relate to coordinating non-proliferation among countries and preventing misuse by bad actors. This set of challenges requires continuous interstate dialogue and cooperation rather than purely technical fixes.From an investor perspective, closer corporate engagement will be key to navigating these debates. Ensuring firms have clear documentation of their algorithms and decision-making processes, human in the loop systems, transparency around data sets used to train the AI models are some of the engagement points we mention in our note.Ultimately, I think the key is balance. On the one hand, we have to recognize the legitimate security needs that defense technologies address. And on the other hand, there's the need to ensure appropriate safeguards and oversight.Ross Law: Arushi, thanks for taking the time to talk.Arushi Agarwal: It was great speaking with you, Ross,Ross Law: And thank you all for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

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