Podcasts about aerospace report

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Best podcasts about aerospace report

Latest podcast episodes about aerospace report

Defense & Aerospace Report
DEFAERO Daily Pod [Jan 13, 26] Surface Navy Association Symposium Preview & Larger Naval Discussion w/ Cavas and Servello

Defense & Aerospace Report

Play Episode Listen Later Jan 13, 2026 53:56


The cohosts of the Cavas Ships Podcast — Chris Cavas and Chris Servello — join Defense & Aerospace Report Editor Vago Muradian to discuss the capabilities Navy needs given the threats the United States faces, whether the proposed “Golden Fleet” and new Defiant-class battleship will add needed capability or drain resources from more important programs, whether the service has learned lessons from past failed programs to ensure that future efforts are successful, improving the Navy's maintained capabilities to get more out of the fleet it has, and what they're expect to hear at the Surface Navy Association's annual symposium in Arlington, Va. The Defense & Aerospace Report is an SNA media partner and our coverage at the symposium is sponsored by Lockheed Martin.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Jan 11 '26 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Jan 11, 2026 57:00


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 Wall Street's strong start to 2026 although President Trump's executive order on dividends, share buybacks and executive compensation hit defense stocks before they rebounded on the president's announcement that US defense spending would increase 50 percent to $1.5 trillion; Lockheed Martin's tentative agreement with the Pentagon to invest billions to dramatically ramp Patriot missile production as Trump criticizes RTX for not reportedly making a similar deal; Britain and France commit to supporting Ukraine with troops to enforce a ceasefire as Russia fires a conventional version of its nuclear-capable Oreshnik missile into Western Ukraine; implications of US rhetoric to use force to take Greenland from Denmark in the wake of the US operation in Venezuela despite Secretary of State Marco Rubio telling US lawmakers that America wants to buy the world's largest island from Copenhagen; Washington approved the sake of P-8 anti-submarine aircraft to Denmark as France makes good on its pledge to replace aging American radar planes with new Swedish ones, Austria turns to Italy for new trainers, and Israel expands its F-15 fleet with new EX jets from Boeing; Alaska Airlines orders 110 Boeing 737 Max jetliners including Max 10 jets — the largest model of the popular aircraft — that were just cleared by the Federal Aviation Administration to move into the second phase of certification; US operations in Venezuela and seizing the country's sanctioned shadow tanker fleet illustrates the continuing utility of manned military rotorcraft; and takeaways from Bank of America's annual defense and aerospace conference.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Jan 09, '26 Washington Roundtable]

Defense & Aerospace Report

Play Episode Listen Later Jan 9, 2026 61:54


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 DoD 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 Defense & Aerospace Report Editor Vago Muradian to discuss President Trump's proposal to boost defense spending by 50 percent to $1.5 trillion as he demands Pentagon contractors struggling to deliver on weapon programs stop share buybacks and dividends; how the administration's operation to to apprehend Nicholas Maduro, demand to benefit from Venezuela's oil and mineral riches and “right” to take Greenland from Denmark will impact US power worldwide; whether NATO matters enough to deter Washington from moving on Greenland as the administration withdraws the United States from 68 UN and international bodies; outlook for Ukraine war Kyiv suggests Moscow has fired a nuclear-capable missile to shape peace talks as a Russian ship reportedly carrying nuclear reactors to North Korea's submarines sinks off the Spanish coast; whether growing demonstrations over the past weeks will end theocratic leadership in Tehran; tensions between Saudi Arabia and the UAE over Yemen; and Israel steps up efforts to seized land from Palestinians in the West Bank.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Jan 04 '26 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Jan 4, 2026 62:11


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 the a strong 2025 on Wall Street and what it means for the coming year; the implications of the Trump administration's ouster of Venezuelan strongman Nicholas Maduro; stalled talks to end the Ukraine war as the conflict rages on; commercial aircraft production as Boeing delivered 493 jets and Airbus delivered 793; a look ahead to the big defense and airspace stories of 2026; and what to expect at Bank of America's annual defense and aerospace conference this year in New York.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Dec 21 '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Dec 21, 2025 64:23


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 the week — and the year — on markets as AI, aerospace and defense spending drive investors; the $901 billion National Defense Authorization Act; European governments' two-year, $105 billion interest-free loan to help Ukraine keep fighting Russian aggression as Vladimir Putin makes clear he's not interested in compromise and amps up his muscular rhetoric; the future of the SCAF program as French President Emmanuel Macron and German Chancellor Friedrich Merz meet to decide the future of the program to develop new manned and unmanned combat aircraft; the US Navy's decision to ask HII to build by 2028 a naval variant of the company's successful National Security Cutter developed for the Coast Guard to demonstrate the new ship, then competitively contract yards to mass produce it; Boeing asks the Federal Aviation Administration for an emissions waiver to continue building existing 777 freighters after 2028 given a compliant version of the plane won't be ready until after the deadline; the US government's admission of responsibility in the deadly crash between a US Air jetliner and a US Army helicopter that killed 67 in January over the Potomac River off Reagan Washington National Airport; and a review of the big stories of 2025.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Dec 19, '25 Washington Roundtable]

Defense & Aerospace Report

Play Episode Listen Later Dec 19, 2025 65:35


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 DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakh of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss passage of the $901 billion National Defense Authorization Act For the 65th year in a row, congress passed and the president signed the $901 billion National Defense Authorization Act as lawmakers work appropriations to keep the government running after current funding runs out late next month; President Trump's decision to use a $2.4 billion in military housing funding for a $1,776 one-time “warrior dividend” bonus for troops to thank them for their service on the nation's 250th birthday; European nations agree to extend a $105 billion, two-year loan to Ukraine after failing to unlock frozen Russian assets to support Kyiv as Russia ramps up its rhetoric; a week after Washington lifted some sanctions on Belarus as part of a deal to release political prisoners, Minsk said it would host Russian long-range hypersonic missiles; frustrated with the progress on trade talks, Washington suspends a $41 billion tech deal with Britain signed this summer; the White House approves more than $11 billion in arms sales to Taiwan as it also okays the sale of NVIDIA H200 chips to China; Japan deploys radar units to Kitadaitōjima island to monitor Chinese military activity; former Hong Kong tycoon Jimmy Lai was found guilty of violating both China's new national security law and a colonial-era sedition measure; Beijing backs UAE's claim over three Gulf islands drawing Tehran's ire; two gunmen shaped by ISIS ideology attacked a Hanukkah celebration on Bondi beach, killing 15 and wounding another 40; Israel conducted strikes against Hamas in Gaza and Hezbollah in South Lebanon; and our year in review.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Dec 14 '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Dec 14, 2025 60:07


On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a week on Wall Street; the House's version of the National Defense Authorization Act; implications of US efforts to push Ukraine to ceasefire that now appears to include Kyiv giving up on NATO membership in exchange for Western security guarantees; outlook for the SCAF next-generation air program as French, German and Spanish defense ministers meet in advance of meeting next week between President Emmanuel Macron and Chancellor Friedrich Merz; the GCAP consortium's invitation that Canada join Britain, Italy and Japan in developing a family of next generation air systems; Boeing closes its $8.3 billion acquisition of Spirit AeroSystems as the company's Air Force One program is delayed another year to mid 2028 and the Federal Aviation Administration reviews the proposed angle of attack alert system for 737 Max 10 jets; SpaceX prepares its IPO the company could be working $800 billion; and JP Morgan Chase hires Berkshire Hathaway's Todd Combs and recruits veteran advisers including Jeff Bezos, Michael Dell, Ford CEO Jim Farley, former Defense Secretary Mark Esper, former Secretary of State Condoleezza Rice and retired Gen. Dave Petreaus to oversee bank's $1.5 trillion Security and Resilience Initiative investment fund.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Dec 12, '25 Washington Roundtable]

Defense & Aerospace Report

Play Episode Listen Later Dec 12, 2025 59:11


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 DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss passage of the House's version of the $900 billion National Defense Authorization Act that includes $8 billion more than the administration requested as the Senate decides against extending Obamacare subsidies raising the prospect of another government shutdown in January after the current continuing resolution that ended the last record shutdown expires; Ukraine's partnership with European allies to blunt US demands that Kyiv meet Moscow's demands by handling over the whole Donbas to Russia as President Trump steps up his attacks on Europe as “weak” and “decaying” in the wake of his National Security Strategy that made clear Washington sees European allies as a bigger threat than Russia; Germany's drive to become Europe's largest army and France's army chief says the nation must prepare itself to sacrifice its children to defend itself as NATO Secretary General Mark Rutte warned that Europe is Russia's next target within five years and nations should prepare for war on a scale not seen since World War II as Britain's attack subs suffer from low availability; China and Russia work together in air and naval maneuvers aimed at pressuring Japan and the United States as Washington approves the export of NVIDIA's H200 chips to China; the Lowy Institute's latest Power Index that finds China, North Korea and Russia have risen in the ranks as America has declined; and the 40th Australia-US Ministerial that says “full speed ahead” on the AUKUS partnership.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Dec 07 '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Dec 7, 2025 58:09


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 DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the National Defense Authorization Act and appropriations; the Tennessee special election; lawmakers' frustration with the administration's boat strikes and plans to cut troops from Europe; the new National Security Strategy that makes clear the United States will no longer shoulder responsibility for the global rules-based order it created, puts the Americas at the center of its strategy, criticizes Europe for impeding peace in Ukraine and that Washington will “cultivate resistance” by backing European nativist political parties that oppose migration and promote nationalism; characterizes China as primarily an economic threat although does call for a bigger US role in the IndoPacific to deter conflict and if necessary, fight and win; ongoing US efforts to pressure Ukraine to accept a deal to end fighting so Washington and Moscow can resume trade ties; American officials demanded rope to pick up NATO's conventional defense responsibilities by 2027; Trump's pressure on Japan's hawkish Prime Minister Sanae Takaichi to ease pro-Taiwan rhetoric that's angered Beijing, the decision to not sanction Chinese spy agencies involved in the Salt Typhoon attack on US government and industry, and sale of some of advanced computer chips China wants; French President Emmanuel Macron's visit to Beijing and Vladimir Putin's trip to New Delhi; European efforts to convince Belgium to release 140 billion euros in frozen Russian assets to help Ukraine; and what to expect from the Reagan National Defense Forum this weekend at the Ronald Reagan Presidential Library and Museum.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Dec 05, '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Dec 5, 2025 64:34


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 DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the National Defense Authorization Act and appropriations; the Tennessee special election; lawmakers' frustration with the administration's boat strikes and plans to cut troops from Europe; the new National Security Strategy that makes clear the United States will no longer shoulder responsibility for the global rules-based order it created, puts the Americas at the center of its strategy, criticizes Europe for impeding peace in Ukraine and that Washington will “cultivate resistance” by backing European nativist political parties that oppose migration and promote nationalism; characterizes China as primarily an economic threat although does call for a bigger US role in the IndoPacific to deter conflict and if necessary, fight and win; ongoing US efforts to pressure Ukraine to accept a deal to end fighting so Washington and Moscow can resume trade ties; American officials demanded rope to pick up NATO's conventional defense responsibilities by 2027; Trump's pressure on Japan's hawkish Prime Minister Sanae Takaichi to ease pro-Taiwan rhetoric that's angered Beijing, the decision to not Chinese spy agencies involved in the Salt Typhoon attack on US government and industry, and sale of some of advanced computer chips China wants; French President Emmanuel Macron's visit to Beijing and Vladimir Putin's trip to New Delhi; European efforts to convince Belgium to release 140 billion euros in frozen Russian assets to help Ukraine; and what to expect from the Reagan National Defense Forum this weekend at the Ronald Reagan Presidential Library and Museum.

CAVASShips
Defense & Aerospace Report CAVASSHIPS Podcast [Dec 04, '25] Ep: 220 Tom Modly & Chuck Goddard on Constellation Lessons Learned

CAVASShips

Play Episode Listen Later Dec 5, 2025 46:23


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…Cavas and Servello are on the road this week, so we jump right into the discussion portion of the podcast. Joining us to deep dive into lessons learned from the curtailment of the troubled Constellation frigate program are former Under and Acting Secretary of the Navy Thomas Modly and retired Rear Admiral and former Fincantieri executive Chuck Goddard. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

Defense & Aerospace Report
DEFAERO Daily Pod [Dec 01, 25] Week in Review & Byron Callan's Week Ahead

Defense & Aerospace Report

Play Episode Listen Later Dec 1, 2025 32:37


DEFAERO Daily Pod [Dec 01, 25] Week in Review & Byron Callan's Week Ahead by Defense & Aerospace Report, sponsored by Bell

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Nov 30 '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Nov 30, 2025 59:59


On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a Wall Street ended a short trading week up on expectations of another interest rate cut by the Federal Reserve and strong Black Friday growth; Trump administration's push to pressure Ukraine to accept a peace deal that would be good for US and Russian companies; Europe seeks ways to defend itself and its interest without Washington's help; the race to return the flight control software on 6,000 or half the global Airbus A320 jetliner fleet to an earlier version that's less susceptible interference from solar flares; Poland's decision to pick Saab's A26 submarine over five competing European and Korean designs as its next submarine under a 2.5 billion euro program for three boats that fall under the EU's 50 billion euro SAFE loan program for new weapons; whether Canada will pick ThyssenKrupp or Hanwha for its patrol submarine project for up to 12 conventional attack boats; the British Army's decision to again halt use of its Ajax family of vehicles by General Dynamics after crews complained about being sickened by severe noise and vibration; and whether the Trump administration's operations in the Caribbean will be a boon for defense startups as both the Wall Street Journal and Reuters detail the challenges faces by Silicon Valley startup Anduril.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Nov 23 '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Nov 23, 2025 53:07


On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a dismal week on Wall Street over worries about the economy, AI and whether the Federal Reserve will cut interest rates; the implications of the Trump administration's pressure on Ukraine to accept a peace deal that would mean Kyiv accept all of Russia's demands or risk losing all US support; France's pledge to sell Ukraine up to 100 Rafale fighters by Dassault as Washington sells 48 of Lockheed Martin's F-35 Lightning II to Saudi Arabia; Rheinmetall's capital markets day; takeaways from a busy Dubai Air Show; and Transportation Secretary Sean Duffy call that travelers to be more civil to usher in “a golden age of travel.”

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Washington Roundtable Nov 21, '25]

Defense & Aerospace Report

Play Episode Listen Later Nov 21, 2025 57:21


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 DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss congressional dynamic as lawmakers vote to release Epstein files as they advance NDAA and appropriations and debate the future of Affordable Care Act subsidies; redistricting starts to turn against the Republicans and the House descends into disarray; the 28-peace plan Washington appears to have crafted with Moscow to end the Ukraine war without consulting with Kyiv that satisfies Russia's demands and comes as Ukraine's Volodymyr Zelenskyy faces his worst corruption scandal and the US Army Secretary Dan Driscoll and Chief of Staff Gen Randy George visit to Ukraine this week as Russian forces advance on Pokrovsk; Poland's accusation that Russian agents tried to sabotage Warsaw-Lublin rail line and western security services try to convince Azerbaijan to hand over Yaroslav Mikhailov, a Russian who is accused of engineering the bombs that made their way onto DHL logistics aircraft; Chinese pressure on Taiwan and Japan as Washington announces arms sales to Taiwan and India; Japan's first sale of a weapon system to the United States; China's attempt to fill the void left by the US skipping COP 30 in Brazil and and the G-20 in South Africa this weekend; President Trump's praise for Saudi Arabia's Mohamed bin Salmaan at the White House as the nations sign trade deals and the sale of nearly 50 of Lockheed Martin's F-35 Lighting II fighters that have prompted concern in Israel as its forces launched a new round of air strikes in Gaza.

CAVASShips
Defense & Aerospace Report CAVASSHIPS Podcast [Nov 21, '25] Ep: 218 Nick Guertin on Pentagon Proposed Acquisition Changes & More

CAVASShips

Play Episode Listen Later Nov 21, 2025 47:38


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…former top Navy acquisition official Nick Guertin joins us to discuss the Pentagon's proposed acquisition changes, Navy shipbuilding, and anti-submarine warfare. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Nov 16 '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Nov 16, 2025 57:37


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 Wall Street's mixed week on concerns the Federal Reserve might not cut interest rates as expected in December; the end of the US government shutdown ends with a continuing resolution through January that included included funding to develop Boeing's E-7 for the Air Force over the Pentagon's objections; President Trump's decision to back away from the food tariffs he imposed that have sent prices for soaring as his administration finalized trade deals including with Switzerland; the US drive for NATO adoption of the E-7 as an E-3 AWACS replacement collapses as Britain decides against renewing its lease for three RC-135 Rivet Joint aircraft as London eyes Hensoldt's Pegasus; Columbia's decision to buy Gripen jets from Saab for $3.6 billion; Army Secretary Dan Driscoll's statement that defense contractors saying they “conned the American people and the Pentagon” and says that he wants to buy 90 percent from commercial vendors and 10 percent “in the worst of cases” from specialist firms; the increasingly acrimonious squabble between Dassault and Airbus over leadership of the Franco-German next-generation SCAF family of air systems; the decision by Boeing machinists in St Louis to end the company's second longest strike; the concern by US intelligence officials that F-35 Lighting II fighter technology might leak to China if Washington sells the Lockheed Martin jets to Saudi Arabia; themes for this year's Dubai Air Show; BAE Systems and Rolls-Royce's market statements and Hensoldt's capital markets day.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Washington Roundtable Nov 14, '25]

Defense & Aerospace Report

Play Episode Listen Later Nov 14, 2025 46:17


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 DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the longest US government shutdown in history that ended with a new continuing resolution, but will only span until January when the mayhem could begin all over again; appropriations and the National Defense Authorization Act move ahead; another open House seat; the State Department's decision to designate so-called “antifa” groups in Germany, Greece, Hungary and Italy as foreign terrorist organizations; Russian forces advance in Ukraine and strike the nation's energy infrastructure as Ukrainians brace for the worst winter since the war began nearly four years ago; Britain reportedly curbs some intelligence sharing with Washington over the Trump administration attacks on boats in the Caribbean and Pacific it claims are narcotraffickers; tensions between China and Japan rise over Taiwan; Australia and Indonesia prepare to sign a defense treaty; and in Gaza Hamas continues to hand over the bodies of Israeli hostages as China and Russia push back on the US effort to garner United Nations support for President Trump's peace plan for the region.

CAVASShips
Defense & Aerospace Report CAVASSHIPS Podcast [Nov 14, '25] Ep: 217 Retired Admiral Greenert Discusses the Latest News from the Submarine Force

CAVASShips

Play Episode Listen Later Nov 14, 2025 45:02


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… Today we focus on the Silent Service – the US submarine force. Former Chief of Naval Operations retired Admiral Jonathan Greenert, a career submariner, joins us for a deep dive into some of the service's key issues. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

CAVASShips
Defense & Aerospace Report CAVASSHIPS Podcast [Nov 07, '25] Ep: 216 Review Sec Hegseth's Call for Greater Acquisition Urgency & Speed

CAVASShips

Play Episode Listen Later Nov 8, 2025 43:09


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… Chris and Chris discuss Sec Hegseth's acquisition reform remarks and the latest happens across the Navy. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Washington Roundtable Nov 07, '25]

Defense & Aerospace Report

Play Episode Listen Later Nov 7, 2025 61:17


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 DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the longest US government shutdown; President Trump's call that senators break the filibuster to end the closure as Democrats have a banner Election Day; the Senate votes on a new war powers resolution as the administration hints at military action to topple the Maduro government in Venezuela; Russian forces advance toward Pokrovsk seen as key to controlling Donetsk; takeaways from Defense Secretary Pete Hegseth's visits to Korea, Vietnam and Malaysia where he met with his Chinese counterpart Dong Jun as the president continued to comment on Xi Jinping, a Taiwan invasion and nuclear testing in the wake of his trip to Asia last week, and saying American forces would take action in Nigeria to stop what he called mass killings of christians by Islamist militants even though there appears no evidence of such sectarian violence; Hegseth's meeting on Friday with top defense and aerospace executives to unveil his new acquisition reforms to more quickly field new weapons; Saudi Arabia wants F-35 Lightning II fighters as Mohamed bin Sultan to Washington next week; and the legacies of former Vice President Dick Cheney dies at age 84 and former Speaker Nancy Pelosi who said she would retire in 2027 after more than four decades in the House.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Nov 02 '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Nov 2, 2025 57:01


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 the week on Wall Street during a strong earnings season; President Trump and China's Xi Jinping trade truce; Trump's pledge to help South Korea develop and build nuclear powered submarines in America and promise to resume nuclear testing after Vladimir Putin said Russia had successfully tested two nuclear powered nuclear weapon; the contours of the administration defense acquisition reforms; Airbus improves margin performance as Boeing announced a $4.9 billion charge on its long-delayed 777X jetliner program as the government shutdown hurts new jet certification and its St Louis workers remain on strike; Airbus CEO Guillaume Faury tells Dassault CEO Eric Trappier to get out of the SCAF next-generation fighter aircraft if the French company doesn't like terms agreed when the program was founded; Kongsberg said it would spin out its marine business; Leonardo DRS' Bill Lynn and Textron's Scott Donnelly retire; and the first flights of two new aircraft — Anduril's YF-44A unmanned aircraft and Lockheed Martin's X-59 Quesst to demonstrate technologies to mitigate the noise from sonic booms for a new generation of supersonic aircraft.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Washington Roundtable Oct 31, '25]

Defense & Aerospace Report

Play Episode Listen Later Oct 31, 2025 60:39


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 Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the US government shutdown and when it might end; analysis of President Trump's Asia trip including his meetings with China's Xi Jinping, Japan's Prime Minister Sanae Takaichi, and Korea's President Lee Jae Myung; Trump's pledge to equip Seoul with nuclear attack submarines; the confusion caused by Trump's order that the Pentagon resume nuclear testing after a nearly 3-year hiatus and whether the move enhances US deterrence against adversaries as Russia boasts about two new nuclear-powered weapons — a cruise missile and 100-knot torpedo; how the Extended Range Attack Munition, developed by the US Air Force for Ukraine and with a range of more than 400 kilometers, could change the course of the war as Russia is reported to have fielded a new intermediate range conventional ballistic missile; and the outlook for the Gaza ceasefire.

CAVASShips
Defense & Aerospace Report CAVASSHIPS Podcast [Oct 31, '25] Ep: 215 Noted Naval Thinker, Entrepreneur & Innovator Greg Glaros

CAVASShips

Play Episode Listen Later Oct 31, 2025 53:31


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…Navy shipbuilding, the future of unmanned surface warfare, and now something called The Golden Fleet. We'll dive into those topics and more with Greg Glaros, a former Top Gun Naval Aviator widely known as a technical innovator and entrepreneur who has special insight into the administration's push to boost domestic shipbuilding. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Oct 26 '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Oct 26, 2025 59:51


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 another strong week on Wall Street on expectations that low inflation figures will prompt Federal Reserve to cut interest rates again; President Trump and Xi Jinping prepare to meet at the Asia-Pacific Economic Cooperation conference in South Korea to defuse trade tensions as Trump breaks off talks with Canada and Singapore's prime minister warns of a messy post-American world; implications of Beijing decision to stop chip exports back to Europe after the Dutch government decided to take control of Nexperia, a Dutch chip maker with a Chinese parent company; Airbus, Leonardo and Thales agree to merge their satellite businesses to create a more capable European competitor to SpaceX; Ukraine's decision to buy up to 150 Gripen fighter aircraft from Sweden's Saab; Washington sanctions Russian oil but denied Tomahawk cruise missiles, prompting Kyiv to use British Storm Shadow weapons to strike a Russian chemical plant as the first Extended-Range Attack Munitions developed for Ukrainians forces by the US Air Force are slated to arrive next month; JPMorgan Chase's decision to invest $1.5 trillion in US national security over the coming decade, from startups to heritage firms, factories and infrastructure, and workforce; and General Dynamics, GE Aerospace, Hexcel, Lockheed Martin, MTU, Northrop Grumman, RTX, Saab, Safran, Textron, Teledyne, and Thales earnings.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Washington Roundtable Oct 24, '25]

Defense & Aerospace Report

Play Episode Listen Later Oct 24, 2025 55:31


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 Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss what's next for what already is the second longest shutdown in US history; the Trump administration's decision to withdraw the nomination of former GE Vice Chariman Jeff Bornstein as Pentagon comptroller; President Trump's decision to sanction Lukoil and Rosneft a days after his planned meeting with Vladimir Putin to end the Ukraine war fizzled; the failed EU effort to shift Moscow's frozen assets to Ukraine, but successful new sanctions on Russia's shadow fleet; Kyiv's decision to buy 150 Gripen fighter aircraft from Sweden's Saab; the ongoing trade war between Washington and Beijing as Chinese officials implement the kind of global standards normally imposed by the United States as Trump and Xi Jinping prepare to meet in Korea; the president's rare earths agreement with Australian Prime Minister Anthony Albanese; the warning by Singapore's prime minister that the transition to a post-American world will be messy as Trump ends trade talks with Canada and moves closer to war with Venezuela; Sanae Takaichi becomes Japan's first female prime minister; and Vice President Vance visits Israel to support a shaky Gaza ceasefire as Israeli lawmakers voted to annex the West Bank, a move that Trump said would never happen.

CAVASShips
Defense & Aerospace Report CAVASSHIPS Podcast [Oct 24, '25] Ep: 214 Sam LaGrone & Mallory Shellborne of USNI News

CAVASShips

Play Episode Listen Later Oct 24, 2025 43:59


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…on the scene reports from Taiwan, what's going on with Venezuela as the US continues killing people on the high seas, and a new world order for Pentagon Press. Chief editor of USNI News Sam LaGrone and Deputy Editor Mallory Shelbourne are back with us to dive in. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

dm chief defense venezuela taiwan podcast oct usni sam lagrone aerospace report
Defense & Aerospace Report
Defense & Aerospace Report Podcast [Oct 19 '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Oct 19, 2025 60:24


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 Wall Street's strong close despite trade worries and bank losses; US government shutdown outlook; President Trump's planned Budapest summit with Vladimir Putin derails Volodymyr Zelenskyy's push for Tomahawk cruise missiles to continue Ukraine's momentum on strikes against Russia; industrial implications of proposal that Washington buy $50 billion in Ukrainian drones and other equipment for the US military; worry that a scattershot US negotiating approach and Beijing's success in substituting lost American business has increased the confidence of Chinese officials who are no longer cowed by what they increasingly regard as Washington's empty rhetoric; Honeywell says the avionics supply chain is improving as Safran sees it catching up on engine delays; reports the Federal Aviation Administration has cleared Boeing to increase 737 production next month; talks next week to end the strike at Boeing's St Louis plants; and takeaways the Association of the United States Army's annual meeting and tradeshow, the Wharton Aerospace conference in DC, and Joanna Speed's Aerospace Event in DC where we are a media partner.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Washington Roundtable Oct 17, '25]

Defense & Aerospace Report

Play Episode Listen Later Oct 17, 2025 61:44


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 Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss what's next as the US government shutdown enters its third week; President Trump imposition of new sanctions on China as Beijing increasingly demonstrates that it's no longer cowed by Washington; as the president weighed sending Tomahawk cruise missiles to Ukraine for use against Russia, as Volodymyr Zelenskyy flew to Washington to make the case for US Tomahawk cruise missiles to strike Russia, the president had a call with Vladimir Putin and agreed to meet the Russian leader soon in Budapest, in a move that European leaders worry will undermine support for Ukraine; Sanae Takaichi tries to form Japan's new government; Trump's authorization of CIA cover action in Venezuela as US strikes against Venezuelan watercraft continue and US Southern Command Commander Adm. Alvin Holsey resigns over how the campaign is being waged; the ceasefire between Israel and Hamas goes into effect with hostages and prisoners exchanged, even as Israeli leaders threaten to withhold aid after the militant group failed to turn over all Israeli hostage remains it claims remain entombed by air strikes and would take time and heavy equipment to retrieve; Trump's Sharm El Sheikh summit; and the indictments against former National Security Adviser Dr. John Bolton and Carnegie Endowment analyst Dr. Ashley Tellis who are accused of improperly possessing and disseminating classified information.

CAVASShips
Defense & Aerospace Report CAVASSHIPS Podcast [Oct 17, '25] Ep: 213 Bryan Clark on Navy's Future Force Structure

CAVASShips

Play Episode Listen Later Oct 17, 2025 38:53


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… noted analyst Bryan Clark is back to let us in on the latest thinking about the US Navy's future force structure, including how unmanned systems and so-called battleships fit into the picture. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

Defense & Aerospace Report
DEFAERO Daily Pod [Oct 15, 25] AUSA Wrap-up w/ Bell's Jeff Schloesser & American Rheinmetall's Matt Warnick

Defense & Aerospace Report

Play Episode Listen Later Oct 15, 2025 34:30


DEFAERO Daily Pod [Oct 15, 25] AUSA Wrap-up w/ Bell's Jeff Schloesser & American Rheinmetall's Matt Warnick by Defense & Aerospace Report, sponsored by Bell

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Oct 12, '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Oct 12, 2025 54:09


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 defense and aerospace stock performance on Wall Street and in Europe; the air travel outlook as the US government shutdown derails the transport system as Delta projects robust holiday season; China's clamp down on rare earths as Washington threatens 100 percent tariffs on Chinese goods; Denmark's decision to buy another 16 F-35 Lightning II fighters from Lockheed Martin and considers P-8 Poseidon patrol planes from Boeing; the Pentagon's decision to clear the Navy to pick whether Boeing or Northrop Grumman will build the service's new FA-XX superfighter; the implications of the $6.1 billion deal by President Trump and Finnish President Alexander Stubb for 11 large icebreakers for the US Coast Guard, with the first four to be built in Finland and the remainder made at two yards in America; Indian pilots demand that the 787 be grounded to investigate the emergency power system on the planes; the explosion at the Accurate Energetic Solutions plant in Bucksnort, Tenn., as the Pentagon demands a sharp increase in weapons production; and what to expect at the defense edition of Joanna Speed's Aerospace Event in Washington, DC, where the Defense & Aerospace Report is a proud media sponsor, and both AeroDynamic Advisory and Bank of America are founding partners.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Washington Roundtable Oct 10, '25]

Defense & Aerospace Report

Play Episode Listen Later Oct 10, 2025 55:08


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 comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the continuing US government shutdown as Democrats make their case why closing was the right thing to do to protect health care for millions of Americans; Russia continues its provocations against Europe and NATO as the Ukraine war grinds on; details about the administration's National Defense Strategy surface during John Noh's confirmation as the deputy assistant secretary of defense of IndoPacific affairs; Washington and Beijing close in on a trade deal as China clamps down on rare earths exports; Australia, Japan, the Philippines and the United States conduct exercises as China and Malaysia conduct theirs; the hard line LDP President Sanae Takaichi is poised to become Japan's first female prime minister; and the deal brokered by President Trump to end the Gaza war on its second anniversary moves ahead with a ceasefire between Israel and Hamas hostages and prisoners to be exchanged over the coming days as the president suggests he might go to the Middle East.

CAVASShips
Defense & Aerospace Report CAVASSHIPS Podcast [Oct 10, '25] Ep: 212 Resolve Marine's Gregg Baumann Talks Salvage

CAVASShips

Play Episode Listen Later Oct 10, 2025 47:36


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… 2024's collision of a huge containership with the Francis Scott Key Bridge in Baltimore garnered world-wide headlines, but cleaning up the mess - clearing the wreckage, moving the ship - was a major operation. One of the leaders of that effort is with us today - Gregg Baumann, a former US Navy Supervisor of Salvage now a leader in the worldwide salvage community. Stand by for a great discussion!

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Oct 05, '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Oct 6, 2025 57:40


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 Wall Street's rally to new highs even as US jobs growth continues to slow and Washington shuts down for what could be a protracted closure; German Defense Minister Boris Pistorius' comments that Berlin will play a bigger state role in the nation's defense industries; Poland's planned record bond sales to address mounting debt; Russia's continued provocations including closing Munich airport twice in 24 hours; the CA-1 Europa unmanned combat aircraft by Germany's Helsing; what a transition to full-rate production mans for Lockheed Martin's F-35 Lighting II fighter; Thailand order for Airbus A330 Multirole Tanker and Transport Aircraft and Indonesia's purchase of T-50 aircraft from Korean Aerospace; the drop in Palantir stock after a Reuters report that the Army command and control system the company is developing with Anduril has security flaws; GE Aerospace's share price drop after labor deal as investors wait for the terms that will end the nine-week strike by Boeing machinists in St Louis; the Federal Aviation Administration's decision to return some certification duties to Boeing that were taken away from the company in 2019 after the crash of two Max jetliners as the company admits the 777x jetliner will be delayed until 2027; and Play Airlines becomes the second Low-cost Icelandic carrier to fold in six years.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Washington Roundtable Oct 03, '25]

Defense & Aerospace Report

Play Episode Listen Later Oct 3, 2025 58:39


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, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss how long the US government shut down will last and the political dynamics that will shape its length and contours as the Trump administration uses the crisis to punish its enemies and fire more government workers; President Trump and his Defense Secretary Pete Hegseth's campaign against the military brass at an unprecedented meeting of senior uniformed leaders in Virginia that was as much Hegseth's drive for a new warrior ethos as to define himself as the president's successor and continue driving a wedge between senior military leaders and their more troops; the US strategy in Asia the administration continues to develop its national security and defense strategies and tapped former Pacific Air Forces commander Gen. Kenneth “Cruiser” Wilsbach as the next Air Force chief of staff; Russia's continued drone flights over Europe — including from a cargo ship — threats to undersea cables and ever bigger attacks on Ukraine as the White House now says it will provide Ukraine with targeting data to strike deep into Russian territory as some worry the disclosure is more about pressuring Moscow rather than helping Kyiv; Japan and Australia's announcement of deeper defense ties as Tokyo and Canberra worry about US reliability in the region; Washington's strategic pact with Qatar; Europe's “SnapBack” sanctions on Iran; and the president's 21-point plan to end fighting in Gaza. central to which is Hamas laying down its arms.

CAVASShips
Defense & Aerospace Report CAVASSHIPS Podcast [Oct 03, '25] Ep: 211 Sal Mercogliano & John Konrad

CAVASShips

Play Episode Listen Later Oct 3, 2025 50:02


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…friends of the pod and maritime experts Sal Mercogliano and John Konrad are back to discuss maritime effects of the government shutdown, intersecting shipping and naval trends across the globe and why no one in government wants to talk. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Sep 27, '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Sep 28, 2025 59:50


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 Wall Street ended the week slightly down as a protracted US government shutdown looms; President Trump reversed course saying that with European help he now thinks Ukraine can win back its territory, suggesting America won't block assistance to Kyiv as Moscow ramps up its attacks; France latest debt downgrade as the French, German, Spanish and Belgian effort to develop a new generation of combat aircraft hits its latest snag — as an increasingly frustrated Germany reconsiders its participation, Dassault's CEO Eric Trappier again makes clear Berlin is welcome to leave the program, a stance that Hensoldt CEO Oliver Dörre said he found “bizarre,” but added that the sophisticated avionics his company and Spain's Indra are developing for the SCAF program would find other buyers; Commerce Secretary Howard Lutnick's proposal to revamp the US H-1B visa process that allows skilled foreign talent to work in America would cost $100,000 — up from a few thousand — and whether it will achieve the aim of deterring skilled immigrants from coming to the United States and if so, where they talent will flow; Boeing and its unionized St Louis workers will meet next week to discuss ending the nearly two month strike; and news from the Air Force Association's otherwise quiet Air Space and Cyber conference and tradeshow including Honeywell and Pratt & Whitney's small jet engines for unmanned collaborative combat aircraft, the acceleration of Northrop Grumman's B-21 Raider bomber program, and Air Force interest in a stealthy next generation tanker, if the service can find the money to develop and buy it in the wake of pressing ahead with the F-47 fighter program led by Boeing.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Washington Roundtable Sep 26, '25]

Defense & Aerospace Report

Play Episode Listen Later Sep 26, 2025 58:17


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, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the near certainty of a government shutdown on Sept 30 after President Trump cancelled a planned meeting with the Senate and House monitory leaders; the president's about face on Ukraine at the UN, saying he now thinks Kyiv can take back all its territory from Russia; European leaders made clear that any future Russian incursions into their airspace will be met with force as Russia's ambassador to France threatens Europe with war if Russian planes are attacked; German officials said two of their military satellites were tracked by Russia; Defense Secretary Pete Hegseth gives US US military commanders 96 hours to convene in Virginia for a meeting in part to discuss the administration's upcoming National Security and National Defense Strategies; four Japanese fighter planes arrive in Europe to support NATO on the first ever deployment of its kind; Australian Prime Minister Antony Albanese to visit Washington Oct 20; the implications of Britain, France and nation's worldwide recognizing a Palestinian state as Israel presses ahead with its operation in Gaza.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Sep 21, '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Sep 21, 2025 56:19


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 another record setting week on Wall Street as the Federal Reserve cut borrowing rates as expected over worries about the US jobs market; a Financial Times report that a week after British, Italian and Japanese officials hinted that there could be room for Germany and Spain in the British-Italian-Japanese Global Combat Air Program, Germany is considering dropping out of the SCAF program to develop a new family of air systems over frustrations with France and its leading contractor Dassault Aviation; a report in The Atlantic that Denmark decided to pick Europe's SAMP-T air and missile defense system over the US Patriot system in part because Washington lost interest in the deal to bolster its own depleted weapons stocks; Rheinmetall's acquisition of the military arm of shipbuilder Lürssen; Ankara's interest in US fighter aircraft as Turkish President Recep Tayyip Erdogan prepares to visit the White House on Sept. 25; the vote by Boeing's unionized machinists in St Louis to approve a contract proposed by the union that the company already rejected; and the legacy of aviation legend Sergei Sikorsky, son of helicopter inventor Igor Sikorsky, who passed away on Sept. 18 at age100.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Washington Roundtable Sep 19, '25]

Defense & Aerospace Report

Play Episode Listen Later Sep 19, 2025 52:48


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, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss Senate's decision to put consideration of the National Defense Authorization Act on hold as the House Appropriations Committee developed a seven-week stopgap funding measure to avert a government shutdown that is looking increasingly likely; the House's new committee to investigate those who investigated the Jan. 6, 2021, insurrection; the Senate's “nuclear option” to confirm 48 of President Trump's nominees; the president becomes the first elected official ever to be hosted twice by a British monarch, reaffirming the special relationship plus economic deals, but little progress on Ukraine; as the administration refines its National Security Strategy to prioritize homeland defense and reduce US forces in Europe, Washington continues to stall NATO action against Russia after its drone attacks on the alliance as Japan deploys fighter planes to support NATO; while in London, the president also said that he wants the United States to take back Bagram Air Base in Kabul; expectations as Trump spoke with Xi Jinping on Friday morning after the White House blocked $400 million in military aid to Taiwan and members of the President's Intelligence Advisory Board met with Taiwan's defacto ambassador to the United States, Alexander Yui; Beijing's annual Xiangshan Forum as China warns Papua-New Guinea against signing a security pact with Australia; ongoing US Navy operations against drug runners in the Caribbean; America's decision to back away from Syrian Kurds as Israel backs Syria's Druze community; the mutual defense agreement between Pakistan and Saudi Arabia; and Israel's operations in Gaza as well as in the West Bank as a Prime Minister Binyamin Netanyahu seeks autarky in defense equipment.

CAVASShips
Defense & Aerospace Report CAVASSHIPS Podcast [Sep 19, '25] Ep: 210 Tom Shugart on Recently Revealed Chinese Technology

CAVASShips

Play Episode Listen Later Sep 19, 2025 33:05


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…the Chinese Navy is on the move again. Its new carrier recently came through the Taiwan Strait for the first time, and a plethora of new weaponry was on display at a major parade in Beijing. China expert Tom Shugart is back with us to break it down.    Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Sep 13, '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Sep 14, 2025 50:48


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 Wall Street gains ground on expectations the Federal Reserve will cut borrowing rates next week on a shaky jobs market; Denmark picked Europe's SAMP-T air and missile defense system over the US Patriot system as part of a wider air and missile defense upgrade worth $9 billion; Boeing's unionized machinists in St Louis rejection of the company's latest offer to end a month long strike; low-cost carrier Avelo Airlines order for 50 Embraer E195-E2 jetliners in a $4.4 billion deal . . . the arrival of two Northrop Grumman B-21 bombers at Edwards Air Force Base for flight testing; and takeaways from the world's biggest defense show, the DSEI exhibition in London; including how US companies are increasing cooperation with global partners like cooperative venture between Lockheed Martin's Skunk Works and BAE Systems' Falcon Works to develop innovative new unmanned systems, and Global Combat Air Program led by Britain with Italy and Japan suggests there would be room for Germany and Spain on the program to develop a new sixth generation air system should the countries — already frustrated with France's hold on the SCAF program — what to jump ship and be part of a more collaborative effort.

CAVASShips
Defense & Aerospace Report CAVASSHIPS Podcast [Sep 12, '25] Ep: 209 Babcock Marine's Sir Nick Hine & Takeaways from DSEI

CAVASShips

Play Episode Listen Later Sep 13, 2025 37:25


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…Servello spent a week in London at DSEI, the world's largest military exposition. We'll hear from Babcock Marine CEO Sir Nick Hine on the latest naval developments in the UK, and then we will give our take on what we saw and heard from the five-day show. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Washington Roundtable Sep 12, '25]

Defense & Aerospace Report

Play Episode Listen Later Sep 12, 2025 55:25


On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss House's $892 billion version of the National Defense Authorization Act as the measure heads to the Senate as fights over a continuing resolution and a government shutdown continue to loom; the assassination of far-right influencer Charlie Kirk becomes the latest act of American political violence; Russia launched some two dozen long-range drones at a base in Poland that's key to supporting Ukraine, Moscow's first direct attack on the alliance as Warsaw called for Article 4 consultations and Russia stepped up attacks on Ukraine; Defense Secretary Pete Hegseth makes his first call with China's Defense Minister Adm Dong Jun during which he stressed America does not seek conflict in the Indo-Pacific, but will defend its interests; Commerce Secretary Howard Lutnick said America will split profits from Japan's investment in America 50-50, but after Japan earns back its $550 billion, Washington will get 90 percent of profits and Tokyo just 10 percent; after arresting 475 at a joint Hyundai-LG battery plant in Georgia, the administration was prepared to release 300 South Korean workers, but said they could stay in the United States if they helped train American workers; and Israel launched an air strike on Hamas' office in Doha, involved in Gaza negotiations, but despite worldwide ire Israeli Prime Minister Binyamin Netanyahu demanded Qatar either expel or bring to justice Hamas officials otherwise Israel would.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Sep 07, '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Sep 7, 2025 57:32


On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a Wall Street rally despite weaker than expected jobs numbers and hiccups with their disclosure; Chinese leader Xi Jinping's hosts Vladimir Putin and Narenda Modi in Beijing as three decades of US effort to woo India and drive wedges between Beijing and Moscow collapse; Russia's targeting of EU President Ursula von der Lyen's plane with GPS jamming signals as French President Emmanuel Macron brought together Ukraine's allies to craft a plan to support the country; reports of a TNT shortage because of Russia's war on Ukraine and the global rearmament drive it's sparked; whether the Fitch ratings agency's decision to downgrade Poland over fiscal concerns could undermine the country's role and ambition as a European defense leader; Norway's decision to pick Britain's Type 26 frigate by BAE Systems over Fincantieri's Constellation-class, Naval Group's Admiral Ronar'c, and Thyssen Krupp's Type 127 ships, joining Australia and Canada as export customers for the new antisubmarine warship; Babcock Marine's investor day; the US Navy taps Anduril, Boeing, General Atomics, and Northrop Grumman move head in the service's program for an autonomous strike aircraft as Lockheed Martin is tapped to develop the command system for the new planes; Government Accountability Office's latest report criticizing late deliveries of the F-35 Lightning II stealth fighter; Peru's interest in Saab's Gripen fighter and Global Eye radar plane; GE Aerospace's $300 million investment in electric aircraft-maker Beta Technologies; and what to expect at the 2025 edition of DSEI tradeshow next week in London.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Washington Roundtable Sep 05, '25]

Defense & Aerospace Report

Play Episode Listen Later Sep 5, 2025 58:26


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, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss Congress' return to Washington as government shutdown worries mount; the National Defense Authorization Act moves from the Senate to the House; Iowa Sen. Joni Ernst decision to retire; Texas, California and Missouri redistricting moves; how lawmakers and industry view the prospect the Trump administration will acquire stakes in defense contractors; the administration's deployment of naval forces to the Caribbean that launched the first of what officials says will be more strikes on drug runners; China hosts leaders from two dozen nations seeking to thwart US power worldwide and the significance of Xi Jinping holding hands with Vladimir Putin and Narendra Modi; French President Emmanuel Macron hosted Ukraine's European allies in Paris to discuss peacekeepers in the country as Russia continues to reject the prospect of troops on Ukrainian soil; and Israel continues its Gaza occupation despite opposition from the country's top security officials.

CAVASShips
Defense & Aerospace Report CAVASSHIPS Podcast [Sep 05, '25] Ep: 208 SNA President Ron Boxall

CAVASShips

Play Episode Listen Later Sep 5, 2025 36:56


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…New President of the Surface Navy Association Retired Vice Admiral Ron Boxall joins us to discuss SNA's upcoming west coast symposium, latest Navy headlines and the contribution surface warfare is making around the globe. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Aug 31, '25 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Aug 31, 2025 55:54


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 Wall Street flat week as Commerce Secretary Howard Lutnick says the Pentagon is considering stakes in major defense contractors that he said were “basically an arm of the federal government;”a federal appeals court rejected President Trump's use of emergency powers to impose tariffs on nations worldwide as Treasury Secretary Scott Bessent has said the ruling would be a dangerous diplomatic embarrassment and the president said returning the $96 billion raised since April would plunge the nation into depression; the administration slaps tariffs on goods of $800 or less; Trump continued his attacks on the Federal Reserve; the prospect that Washington will back Russia's proposalChinese forces serve as peacekeepers in Ukraine; the French government teeters on the verge of collapse as Safran says it will develop a new fighter engine with India; Rheinmetall considers buying shipbuilder Lürssen; General Atomics Aeronautical Systems' YFQ-42A — the company's entry into the US Air Force's competition for its first increment collaborative combat aircraft — made its successful first flight near Edwards Air Force base in California; and Spirit Airlines files for bankruptcy for a second time in a year.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Washington Roundtable Aug 29, '25]

Defense & Aerospace Report

Play Episode Listen Later Aug 29, 2025 61:25


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, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss Commerce Secretary Howard Lutnick's statement that the administration would take stakes in defense and aerospace firms; what's next for ending the Ukraine war a week after President Trump hosted key meetings; Russia launched its largest attack in a month with a strike just 50 yards from EU and British Council offices in Kyiv as European governments work to increase support for Ukraine; Washington continues to move toward normalizing relations with with Russia as the Wall Street Journal reports energy deals have been discussed including Exxon reentering a cooperative venture with Rosneft; the administration's drive to fire top intelligence officers specializing in Russia; South Korean President Lee Jae-myung's White House meeting that put shipbuilding at center of US-Korea alliance; China prepares for its 80th anniversary Victory Day celebration with Vladimir Putin, Kim Jong Un and Masoud Pezeshkian; Australia's Deputy Prime Minister Richard Marles visited Washington to schedule a meeting between his boss Anthony Albanese and Trump; Indian Prime Minister Narendra Modi visits Tokyo as Washington and New Delhi conduct remote 2+2 talks; GOP senators' Taiwan visit; France, Germany and Britain's call on the UN to implement “snap back” sanctions on Iran for violating the Joint Comprehensive Plan of Action; Israel presses ahead with operations in Gaza including two strikes on a hospital that killed five more journalists and 15 others in an attack that Prime Minister Benjamin Netanyahu said he regrets and will be investigated.