Podcasts about agency partners

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a strong week on Wall Street ends in record territory; as lawmakers squabble, Moody's becomes the third American ratings agency to downgrade US debt; the outlook for tariffs as President Trump declares victory over China; after his swing through the Gulf, the president touts $3.6 trillion in deals, including investment in the United States, new commercial aircraft orders and military sales; after again criticizing the F-35 Lightning II fighter, Trump said a new twin-engine version of the plane, the F-55, would be developed and the F-22 Raptor would be upgraded to a “super” version; US air traffic control is under the gun as outages at Newark International Airport and elsewhere delay flights and undermine public confidence as the administration prepares to make layoffs at the Federal Aviation Administration; and takeaways from BAE Systems' capital markets day and Bank of America's industrials, transportation and airlines conference.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss an unusually quiet down week on Wall Street; India and Pakistan's military strikes and ceasefire; expectations as US and Chinese trade negotiators convene in Geneva after Washington strikes a preliminary deal with London to ease tariffs, a template, officials say, for future deals to put pressure on Beijing; IAG buys 53 new big jets from Boeing and Airbus for $10 billion; the Commerce Department's investigation into the national security implications of buying foreign-made aerospace components and jet engines; the German, French, Polish and British leaders' visit to Kyiv where they announced a 30-day ceasefire with Russia starting on Monday; the Army's decision to retire AH-64D Apache helicopters in the scout role as well as Grey Eagle and Shadow drones, and the GE's new T901 engine; Hensoldt, Leonard, MTU, Rheinmetall report earnings; takeaways from the Milken Institute Global Conference; and Stratolaunch's successful tests of its Talon-A2 reusable hypersonic test vehicle.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another up week on Wall Street allowed investors recoup losses since President Trump's unprecedented tariffs, but strategists warn conditions for sustained growth don't exist; the administration proposed “skinny budget” to boost defense spending by 13 percent to $1 trillion; China's openness to tariff talks as Britain's Chancellor Rachel Reeves calls on Washington to make a deal; frustrated Boeing's delays on new Air Force Ones, Trump asks L3Harris to convert a former Qatari royal family 747-8 as an interim measure; Washington approves a $350 million deal with Ukraine for F-16 maintenance and training as the CIA's former director of operations Ralph Goff says that the Biden administration gave Ukraine enough weapons not to lose but not enough to win against Russia; Airbus, AeroCap, Albany International, Bombardier, Crane, Garmin, HEICO, HII, Howmet, Leonardo DRS, and Rolls-Royce report earnings; Boeing's decision to sell its Jeppeson unit to Thoma Bravo and what it means for the commercial airplane giant's acquisition of Spirit AeroSystems; and a $3.5 billion missile sale to Saudi Arabia as the president prepares to visit Riyadh, Qatar and the UAE.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's up week as President Trump backtracked on firing Federal Reserve Chairman Jerome Powell and that Washington was talking to Beijing on a tariff deal — China said no talks were underway — Deutsche Bank predicts a decade-long decline in the dollar as gold soars; a massive earnings week as Babcock, Boeing, GE Aerospace, General Dynamics, Hexcel, L3Harris, Lockheed Martin, Northrop Grumman, RTX, Saab, Safran, Teledyne, Textron, and Thales report results; and how Europe's ESG focus is impeding efforts to re-industrialize.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another down week for markets as President Trump predicts tariffs deals with the EU, China and others after a brief tussle with Fed Chair Jerome Powell that jolted markets; Beijing stopped accepting Boeing jetliners as analysts debate what's next for the global aerospace and defense economy; Korea says it wont fight the president's tariffs rather will change its own as a sign of its gratitude for all America has done for the country since the Korean War; whether Europe alone can support Ukraine if Washington walks away from Kyiv; Germany blocks Britain's possible sale of 40 Eurofighter Typhoons to Turkey to protest Recep Tayyip Erdogan's decision to jail his leading opponent, Istanbul Mayor Ekrem Imamoglu; and the abrupt departure of Lockheed Martin's chief financial officer sparks speculation whether other changes may be coming at the top of the world's leading defense contractor; and a look ahead to first quarter 2025 earnings.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a roller coaster week for world markets as a selloff in US bonds prompted President Trump to pause for 90 days the tariffs he imposed last week; the 10 percent across the board tariffs as well as a 25 percent surcharge on steel and aluminum the president retained; China tariffs of about 150 percent and Beijing retaliation; the bond sell off as yields rose from 3.9 to 4.5 percent and what that means as Congress prepares to borrow more money as lawmakers seek to raise America's borrowing to cover a massive tax cut package; Delta rescinded its guidance in the fact of uncertainty; Defense Secretary Pete Hegseth's decision to cancel $5 billion in services contracts; the outlook for US services firms as the government workforce is culled; the administration's move to halve NASA's science budget; how US efforts to normalize relations and trade with Russia will impact aerospace markets; the British government's decision to keep open a steel plant in Scunthorpe; Indonesia's interest in partnering with Turkey on the Kaan fighter and a new submarine program; and Boeing NGAD investment in St Louis.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss global market reaction to President Trump's sweeping tariffs that are being compared by economists as the largest abrupt tax hikes since the Vietnam war if not World War 2; how aerospace and defense stocks fared as the Standard & Poor's 500 lost 10 percent of its value in two days driving markets to their worst day since 2020; despite a warning by Treasury Secretary Scott Bessent that nations not retaliate otherwise they would face higher tariffs, nations retaliated anyway including China that blocked rare earth exports to the United States; Federal Reserve Chairman Jerome Powell dryly noted that tariffs risk higher inflation and lower economic growth; despite the loss of nearly $6 trillion in market value and damage to America's reputation as a financial safe harbor, administration officials continued to make the case that the American economy was in tough shape and in dire need of shock therapy even though US stock values hit highs in February; JPMorgan estimated a 60 percent chance of recession this year with some economists worrying about a depression; as aerospace and defense suppliers scramble to cope with Washington's new tax, Howmet was the first major aerospace firm to declare the tariffs a force majeure event and warn customers it might not be able to deliver as a consequence; and whether defense contracts would be spared from tariffs and how programs cots could be impacted.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's down week on investor concerns about inflation and declining consumer confidence putting the Standard and Poor's 500 on track for its worst quarter since 2022; budget officials warn the US government will run out of money in August unless Congress raises the debt limit; a week after President Trump taps Boeing as the winner of the manned combat aircraft portion of the US Air Force's Next Generation Air Dominance program, House appropriators propose cutting funding for the new program, the Collaborative Combat Aircraft, and the B-21 Raider bomber; the Washington Post reports the Trump administration is preparing to cut the federal agencies by between 8 and 50 percent as the General Services Administration targets top consulting and IT contractors; Trump imposed a 25 percent tariff on imported cars; European governments continue to step up efforts to bolster defense capabilities even as Italy emerges as a possible spoiler; an inflection point for BAE Systems; RocketLab's Neutron launch vehicle wins a Space Force contract valued at up to $5.6 billion; air travel continues to decline; and the US Navy's prepares to announce whether Boeing or Northrop Grumman will win its FA-XX next generation fighter contest.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street fifth down week in a row as Congress avoided a government shutdown, but embraced a full-year continuing resolution; lawmakers work to cut taxes by more than $4 trillion as personnel cuts at the IRS raise concerns that US tax collections will decline by 10 percent; Trump administration budget cuts prompted consulting giant Accenture to issue a profit warning; European nations pledge massive defense spending increases with Germany promising to increase spending by $1 trillion to bolster capabilities; credit agencies worry whether European nations can sustain higher military spending through more debt; from the Oval Office, President Trump announced that the US Air Force picked Boeing over Lockheed Martin to develop and build the manned element of the service's Next Generation Air Dominance aircraft dubbed the F-47; as passenger traffic declines, the British and German governments issue travel advisories to their citizens traveling to the US; a major fire London's Heathrow Airport derailed flights worldwide; and takeaways from Bank of America's industrials conference as well as Joanna Speed's great Aerospace Event in LA.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's fourth down week in a row as President Trump says a recession may be possible before his politics improve the economy and escalates his trade war against Europe and Canada; Congress avoids a government shutdown. but faces a full-year continuing resolution; Canada's new prime pinister, Mark Carney, asks his defense minister to reconsider the country's purchase of 88 F-35 Lighting II fighters; as European nations accelerate efforts to build capabilities, interest in additional US weapons abruptly wanes; Portugal reportedly decides against F-35s and Turkey opts for Eurofighters; former Airbus CEO Tom Enders urges Europe to focus on autonomous drones rather than high end platforms to quickly improve capabilities in the face of threats from east and west; and what to expect at Joanna Speed's annual Aerospace Event in Beverly Hills March 17-18, 2025.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's worst week since 2022 over tariff and inflation worries; President Trump doubled tariffs on China to 20 percent as he paused 25 percent tariffs on cars from Canada and Mexico; alarmed by Trump's pro-Russian rhetoric and suspension of aid and intelligence sharing with Ukraine, European nations agree to surge defense spending to more than $900 billion over the coming four years; the fundamental shift in mindset as NATO members conclude that alliance may be dead as America commits superpower suicide; the Pentagon continues its budget drill to redirect 8 percent of savings annually over the coming five years as senior leaders and executives make their case for programs especially manned aircraft like the F-35 Lightning II fighter and the Next Generation Air Dominance Aircraft; the US Navy drops Lockheed Martin from the FA-XX program, tapping Boeing and Northrop Grumman to move to next phase of the effort to develop the service's next-generation combat aircraft; Delta Airlines partners with JetZero to develop a new jetliner; and the second SpaceX Starship rocket in a row exploded enroute to orbit.

Mastering SuiteDash: Projects Toolkit & Automation EssentialsJoin Mitchell, one of our Agency Partners, for an in-depth walkthrough of the Projects Toolkit in SuiteDash. In this Academy Session, you'll learn how to standardize workflows, streamline operations, and leverage automation to improve productivity. Discover the key advantages of the Projects Toolkit, such as automated project creation, streamlined task management, and workflow scalability. Follow along as Mitchell demonstrates how to set up custom fields, create task templates, and generate projects with powerful automation features. Stay updated with SuiteDash by subscribing on YouTube and following on social media. Don't miss this comprehensive guide to optimizing your business operations with SuiteDash's Projects Toolkit.Mitchell Royster, Founder of Brilliance Code Co. is a Trusted SuiteDash Agency Partner and Business Development Professional with 3+ years of hands-on experience; helping businesses streamline operations through automation, & creating breakthroughs in their RESULTS using Peak Performance Coaching.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another down week on Wall Street despite a rally on Friday as investors try to determine the global economic and market impact of President Trump's tariffs, policies and upturning US alliances; the military services continue efforts to free funding that the administration can use on its new priorities; uncertainty on Capitol Hill as a shutdown looms without clarity on defense spending; after clashing with Ukrainian president Volodymyr Zelenskyy in the Oval Office over whether Vladimir Putin, Trump said “Zelenskyy is not ready for peace if America is involved” as officials said Washington would halt aid to Kyiv; Trump's meetings with British Prime Minister Sir Kier Starmer and French President Emmanuel Macron; AerCap, Albany International, Embraer, RocketLab, and Rolls-Royce post earnings; Boeing demonstrates strong operational performance; and whether the Trump administration's drive to cancel major weapons and reward unproven startups will impact heritage firms and reshape the US defense industrial base.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another tough week on Wall Street as investors grapple with President Trump-induced economic uncertainty over tariffs and inflation; worries about of a protracted continuing resolution, government shutdown or a debt default; the Pentagon drive to redirect 6-8 percent a year of funding over five years to new priorities; the firing of top including Joint Chiefs Chairman Gen. CQ Brown, Chief of Naval Operations Adm. Lisa Franchetti and Vice Air Force Chief Gen. Jim Slife are fired; DoD's sacking of more than 5,000 workers; allies' view of Washington after America's rapid betrayal of Ukraine, partnership with Russia, and hardy criticism of Europe that have driven nations to bolster capabilities; Ukrainian President Volodymyr Zelenskyy's offer to resign in exchange for peace and Ukraine's NATO membership as Kyiv prepares to grant half of its rare earth deposits to Washington; Airbus and BAE Systems results; Jeff Shockey's abrupt departure from RTX to joining Boeing to run the beleaguered giant's government operations; the fire that gutted leading aerospace fasteners maker SPS Technologies; and Trump's interest in modifying a Qatari 747-8 as the next Air Force one until his real Air Force ones are ready.

In this episode of On Record PR, Jennifer Simpson Carr discusses important considerations for choosing the right agency partner for your firm.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss an up market despite tariff threats and rising inflation that will forestall more interest rate cuts; President Trump and his team sent shock waves across Europe after announcing direct talks with Russia to end the Ukraine war without European or Ukrainian participation, promising to arm Kyiv in exchange for half its rare earth mineral deposits, rejecting AI cooperation with allies, and working to normalize hard-right parties; whether Europe can step up as quickly as needed to both support Ukraine and address its own weapons needs; Trump says he'll strike a deal with China and Russia to halve US defense spending as Congress works to increase spending by $100 billion or more dollars over the coming years; Defense Secretary Pete Hegseth says he'll shift 8 percent of Pentagon spending to new priorities as he issued his 2026 budget guidance to the military services with savings to be found in “low impact, wasteful, DEI and climate programs,” anything related to the border is off limits as are nuclear attack submarines, large and small unmanned aircraft including the Collaborative Combat Aircraft, but manned planes like F-35 Lightning II fighters, aircraft carriers and even the Future Long-Range Assault Aircraft could be targeted; US arms exports hit a record high, but as Hegseth pledges to reform the Foreign Military Sales system to foster more deals, some question whether allies who worry that Washington won't back them might not keep buying; the administration tells US firms they won't be punished if they bribe foreign officials; and what to expect as Airbus — and other European firms — report earnings next week.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's down week as investors worried about tariffs and inflation; Babcock, Bombardier, HII, Kongsberg, Palantir, Saab and Transdigm either report or prereport earnings; Boeing increased delivery of 737 Max series jetliners to 40 a month from 35 a month last year as Airbus delayed proposal on hydrogen powered aircraft; under pressure from investors Honeywell will break up into three parts as did GE, but investors punished the conglomerate's stock; Triumph Group will be acquired by Warburg Pincus and Berkshire Partners in a $3 billion deal; commercial passenger and cargo traffic are both up 10 and 11 percent respectively year over year; the US Marine Corps issued its long-range aviation plan that includes increasing orders of carrier-capable C-model F-35 Lighting II stealth fighters.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a brutal week on Wall Street as the market loses $1 trillion as shocked investors react to China's DeepSeek AI and the Federal Reserve for the first time said it won't continue interest rate cuts; implications of the worst US air disaster in 16 years as an US Army UH-60 Blackhawk helicopter collides with an American Airlines jetliner killing 67; President Trump imposes 25 percent tariffs on Canada and Mexico, and a 10 percent tariff on goods from China; analysis of 2024 earnings reported by Boeing, General Dynamics, L3Harris, Lockheed Martin, Northrop Grumman, RTX; Lockheed's aeronautics charge and Northrop's second low-rate production contract for the B-21 Raider bomber; and King Charles changes the name of the Royal Navy's last Astute-class submarine.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a strong week on Wall Street as investors work to determine the impact of Donald Trump's policies a week into his second administration, from widely expected tax cuts, defense spending increases and war on migrants to what higher tariffs, trade wars and rising tensions with allies will mean including the president's “aggressive” conversation over gaining ownership of Greenland with Danish Prime Minister Mette Frederickson; as some worry Trump's rhetoric could undermine US weapons sales worldwide Poland's Defense Minister Wladyslaw Kosiniak-Kamysz urges allies to curry favor with Trump by buying more US weapons; NATO considers sharing highly classified capability assessments with industry to speed weapons development; Boeing preannounces another $4 billion in losses as it prepares to report earnings; what Embraer's next jetliner should look like; update on Blue Origin's New Glenn and SpaceX's Starship programs; and the industry-wide impacts of California's devastating fires.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street has a strong week as Donald Trump prepares to return to the White House; with no debt ceiling increase the US Treasury starts extraordinary measures to stretch resources until Congress makes a deal to avoid default; defense outlays hit an all-time high with a nearly 10 percent year-over-year increase and prominent GOP lawmakers press for a $100-$200 billion increase in Pentagon spending; the Aerospace Industries Association expresses openness to working with the new administration on selective tariffs to redress trade inequities; Anduril picks Columbus, Ohio, for its new 5 million square foot “Arsenal 1” facility that will employ 4,000; some positive 737, 787 and 777X news for Boeing; and the number of parked narrow-body jetliners grows as cargo drops, but sidelined planes with Pratt & Whitney's geared turbofan engines declines.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a broadly down market on another strong US jobs report and growing concerns of more economic and geopolitical turmoil after Donald Trump returns to the White House whether imposition of tariffs or military action to take Greenland and the Panama Canal; Airbus CEO Guillaume Faury warns European governments to prepare for “pronounced” and “very strong” tariffs from Washington as the jet maker promises production next year will hit the stunning pre-covid mark of 862 jets in 2019; how trade wars could complicate globalized commercial and military aircraft production likes whether jetliners or Lockheed Martin's F-35 Lightning II fighters; whether for France's new finance minister works to develop a budget that helps neither far left or hard right as Britain bond market becomes reminiscent of the 1970s; America's out-going ambassador to Japan Rahm Emmanuel says share buybacks by US companies causes a bigger threat than China; Lockheed's new Astris AI unit to help commercialize the defense giant's AI technology; and takeaways from Bank of America's annual defense and aerospace conference that we've been proud to be partnered on for the past 17 years.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss defense and aerospace stock performance and newsflow during the holidays, President-elect Trump's call for NATO governments to increase defense spending to 5 percent of GDP, Airbus delivers 765 jets to customers in 2024 as Boeing delivers 341 planes that was down from 513 in 2023, Financial Times' report that Palantir, Anduril, SpaceX, and several other defense tech companies were planning a “consortium” to bid for DoD contracts, the Pentagon's Lot 18 contract for another 145 F-35 Lighting II fighters valued at nearly $12 billion, Italy orders 24 more Eurofighter Typhoon jets to replace earlier model aircraft, Saudi Arabia eyes buying 100 Turkish Kaan fighter jets, China unveils two new combat aircraft plus two radar and command planes, and what to watch in 2025.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss aerospace and defense market performance as the Federal Reserved said it would pare back rate cuts, impact of continuing resolution turmoil fueled by Elon Musk and Donald Trump, Wall Street's growing perception that Musk not Trump is the incoming president, how Trump's warning that he wants Europeans to spend 5 percent of GDP on defense and how much of that increased spending will stay in Europe rather than flow to American suppliers, and a look at the events of 2024 that will shape the coming year from Boeing's continuing challenges, Airbus failure to capitalize on its American rival's woes, supply chain, Russia's threat to Europe even if its war on Ukraine is paused, global trade and travel implications of economic warfare, Britain's Strategic Defence Review, and predictions for 2025.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a mixed and bumpy week on Wall Street, FAA Administrator Mike Whitaker's decision to step down in January, Boeing's decision to invest $1 billion to accelerate 787 Dreamliner production, defense spending implications of Moody's decision to downgrade France's credit rating after political turmoil in Paris, report that Donald Trump told Lockheed Martin CEO Jim Taiclet that he would cancel the F-35 Lighting II program that the defense giant flatly rejects, and update on the British-Italian-Japanese Global Combat Air Program, eight years after leaving the European Union Britain's Prime Minister Kier Starmer met with European Council President Antonio Costa to deepen cooperation, and Hensoldt's capital markets day.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss aerospace and defense stock performance on Wall Street and in Europe, Airbus' delivery figures and whether 737 Max production remained stalled after a seven-week strike, a federal judge rejected Boeing's $1 billion plea deal for misleading regulators leading to two deadly 737 crashes, Safran's capital markets day, the US Air Force decision to leave the fate of the manned fighter element of the service's Next Generation Air Dominance program to the incoming Trump administration, a week after Elon Musk criticized the F-35 Lightning II fighters Britain's defense chief Adm. Sir Tony Radakin lauded the “power” of the stealthy jet noting Israel used them and low observable JASSM cruise missiles — fired from more than 100 miles outside Iran's borders — to devastate the country's air defenses, India's interest in more Rafale fighters as Saudi Arabia also eyes the Dassault Aviation jet, and Sweden, Denmark and Ukraine order $2.5 billion in CV90 combat vehicles from BAE Systems.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another week of gains on Wall Street, but worries mount as Donald Trump pledges to hike tariffs by 25 percent on Canada and Mexico and 10 percent on China, Elon Musk takes aim at the F-35 Lightning II fighter and argues it's time that drones replace unmanned systems, the prospect of greater change at the Pentagon as the incoming administration taps outsiders with little defense experience for key jobs — like John Phelan, founder of the Rugger Management investment firm — as navy secretary, a Boeing 737 freighter operated by DHL crashed in Lithuania killing one and injured three as senior officials suggest Russia may be behind the incident, Emirates CEO Tim Clark expresses frustration over the five-year delay in the delivery of Boeing's new 777X, MTU's new 2025 guidance showing a strong engine aftermarket, takeaways from this year's Atlantic Future Forum, and a look ahead to Safran's capital markets day.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's new highs continuing a year's long winning streak; Boeing job cuts as CEO Kelly Ortberg is quoted saying his staff spends more time arguing than strategizing how to beat Airbus; the US Air Force order for 15 more KC-46 Pegasus tankers that only entered full operational service in October; as the world ponders whether Donald Trump will continue to support Ukraine, Rheinmetall tells investors at its capital markets day that defense spending is on an upswing, Britain makes defense cuts, retiring 31 helicopters, Watchkeeper UAVs, and three Royal Navy ships; British and French authorities launch a bribery probe into Thales, worries that a Chinese cable-laying ship captained by a Russian may have cut a fiber optic undersea capable between Finland and Germany; and AeroVironment's $4.1 billion of Blue Halo.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's year-long surge that's showing signs of slowing as worries about the Department of Government Efficiency to trim federal spending by $2 trillion a year hits services companies, incoming administration fills top national security jobs as focus shifts to key Pentagon management and acquisition jobs, allies adjust to the new reality as Taiwan says it will spend more on defense and buy US destroyers and fighter jets it doesn't need to curry favor with the incoming president, what Friedrich Merz will mean for Germany and Europe as Olaf Scholtz's “traffic light” coalition collapses, Boeing jet production resumes, activist investor Elliott buys a $5 billion sake in Honeywell and demands the breakup of the nation's last big conglomerate, air cargo market softens as worries grow that economy will slow, and the number of parked jets waiting for Geared Turbofan updates increases to 729.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss surging US markets Donald Trump's election for a second term and another Federal Reserve rate cut as economists warn tariff wars would jeopardize a red hot economy; with Republicans in charge of the White House, the Senate and the House, rising hope that defense spending will increase significantly; worried about America's reliability, Germany is considering killing its debt brake to boost military spending; in a signal of its own, Britain backs the Global Combat Aircraft Program with Italy and Japan even before it concludes its Strategic Defence Review; Boeing machinists return to work ending a seven-week strike as the company considers selling its Jeppesen navigation business; Bombardier, BWXT, Embraer, Hensoldt, Leonardo, Mercury Systems, Palantir, Rheinmetall, Leonardo post results as Rolls and Chemring issue trading statements; and Spirit AeroSystems warns that its future is in doubt.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's bumpy week; investor questions on neck-and-neck US election and former President Trump as consensus winner; machinist union leaders back the latest offer from Boeing as the company raises $23.5 billion; AerCap, Airbus, Crane, and Leonardo DRS report earnings as HII announces $11 billion in new mission support contracts but lower than expected performance in its shipbuilding that combined with a fire at BAE System's submarine yard at Barrow-in-Furness raises questions about plan to equip Australia with nuclear powered attack submarines; whether difficulties obtaining new subs could drive Australia to become first export customer for Northrop Grumman's B-21 bomber as US Air Force considers buying more than 100 of the twin-engine jets; Canberra's $14 billion plan to bolster domestic missile production; and market perceptions of startups like Shield AI.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss the end of Wall Street's winning streak; Boeing's union rejects the deal brokered by the company and labor leadership, prolonging the strike that's crippled production as the jetmaker also says it's considering selling part of its storied space business; Boeing, Booz Allen Hamilton, CACI, GE Aerospace, General Dynamics, L3 Harris, Lockheed Martin, MTU, Northrop Grumman, RTX, Saab, Safran, Teledyne, Textron and Thales report earnings; eVTOL company Lillium runs out of cash Volocopter, Vertical, and Overair also struggle; a version of Lockheed Martin's C-130 — dubbed the E-130J — will replace the Navy's Boeing 707-based E-6 Mercury nuclear command and control jets; declining US Air Force fighter availability rates including for the F-35 that's ready a hair under 52 percent; Saab notes delays with the T-7 Red Tail trainer it's jointly producing with Boeing; a recap of the National Business Aviation Association tradeshow in Las Vegas; and European security views as the US presidential election approaches.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's sixth straight winning week; Boeing and machinists strike proposed deal that includes a 35 percent pay raise to end 5-week strike as the jetmaker moves to raise $25 billion in debt and stock plus borrow $10 billion; Bell decides to move V-280 Valor aerostructure work in house from Spirit AeroSystems; impact of the move what Boeing would pay for its former subsidiary; Airbus to cut 2,500 jobs from its defense and space business; partnership between L3 Harris and Embraer to jointly market the KC390 ends; L3 protests US Army's decision to award the HADES contract to Sierra Nevada; another multiyear to Sikorsky carrying UH-60 Blackhawk production through 2032; France bars Israeli companies from the upcoming Euronaval trade show in Paris; takeaways from the Association of the United States Army's annual meeting and The Aerospace Event; and what to expect next week at the National Business Aviation Association tradeshow in Las Vegas.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's new highs on stronger than expected bank and financial earnings; Boeing pre-reports third quarter earnings including a $3 billion charge, 17,000 layoffs, the end of 767 freighter production, and delayed 777X deliveries as the company accuses the International Association of Machinists of negotiating in bad faith, a charge the union makes about the jetmaker; Airbus blames CFM and Spirit AeroSystems for its woes; France announces the new F5 version of the Dassault Aviation's Rafale and the a combat unmanned vehicle; the Justice Department accuses Saab of corruption in Brazil; and what to expect at the Association of the United States Army's annual conference and tradeshow as well as The Aerospace Event.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian Wall Street ends on a high on stronger than expected US jobs growth, French Prime Minister Emmanuel Macron tells US financiers how grave the country's financial situation is, Xi Jinping announces a major government stimulus plan as the People's Republic of China celebrates its 75th anniversary, Boeing's strike continues as the company's management considers the scope of an equity raise and questions arise about the valuation of the planned acquisition of Spirit AeroSystems, and as Iran strikes Israel with history's largest ballistic missile attack, some thoughts on the economics of air and missile defense.

There are many necessary questions to ask when researching a mission-sending agency partner. Remember, though, that your local sending church needs to be involved in the decision. The process of becoming a member of a missions agency is a big step. It will frame the context of your ministry into the foreseeable future, perhaps for a lifetime. So, your diligence now will bring large dividends and eliminate surprises later. This episode is Part B of the two parts of "Get a Sending Agency Partner."

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian discuss Wall Street sets another record on sinking inflation and more Fed rate cuts; Boeing's strike continues as questions aspire about CEO Kelly Ortberg's leadership; the National Transportation Safety Board recommends action on Boeing 737 jetliners after a recent rudder incident on a United Airlines flight; HII's Newport News Shipbuilding discovered and reported to the Navy that one of its workers had “knowingly” made defective welds in submarines and aircraft carriers, although not in critical areas; suddenly blended-wing-body aircraft have become all the rage as the COP29 climate summit prepares to convene Nov. 11-22 in Azerbaijan; President Biden's denial of permission for Western nations to allow Ukraine to use donated weapons against Russia; budget challenges across Europe; and a far right win in Austria.

Winning the support, relationship, and equipping of your local sending church is important. Now, you turn your attention to selecting the best fit for a sending agency in concert with your church's leadership. It is a very important relationship. You need to have a good sending agency that respects the role of your church in your life and ministry and has expertise and experience in your target field "over THERE." This episode and the next will describe questions and issues to probe to find the best fit. If the agency in which you are interested will not allow a partnership agreement with your sending church, you should run away from that agency!

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian discuss another big week on Wall Street after a larger than expected Federal Reserve rate cut; the industrial impact of President Biden's decision to use US arms export regulations to veto Britain and France's desire to allow Ukraine to use their weapons against Russia; with Boeing machinists on strike, CEO Kelly Ortberg initiates a furlough plan suggesting a longer work stoppage; news report that Ted Colbert will be replaced by Steve Parker at Boeing Defense Space and Security; China Development Bank's order 80 Airbus A320 and 50 Boeing Max jets; duration of strike by workers at Textron's Cessna and Hawker; the US Army picks Anduril's Ghost X and Performance Drone Works' C-100 as the service's company-level “attritable” drone; Rob Dewar, father of the Bombardier C series, joins JetZero; outlook for the penetrating counter air element of the US Air Force's Next-Generation Air Dominance family of programs in the wake of the Air and Space Forces Association's annual Air Space Cyber conference last week and possible substitutes for the high-end manned fighter; what a new USAF plan means for the UK-Italy-Japan Global Combat Aircraft Program or the SCAP effort involving France, Germany and Spain; the USAF's request for information for a next-generation tanker; the credit rating implications of a lengthy Boeing strike; and the Boeing-Embraer agreement after the American company called off its union with the Brazilian firm.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian discuss Wall Street's best week of the year as Federal Reserve Chairman Jerome Powell announces roadmap to cut short-term borrowing rates; Boeing's International Association of Machinists and Aerospace Workers overwhelmingly vote to strike; analysis of the market prospects for the innovative RISE engine developed by GE and Safran through their CFM partnership that just celebrated its 50th anniversary; Northrop Grumman CEO Kathy Warden says that the company is willing reenter the Air Force's Penetrating Counter-Air program as service leaders reconsider the requirements for the key element of the Next Generation Air Dominance effort; Netherlands is buying six more F-35 fighters; the dual between Lockheed Martin's C-130 and Embraer's KC-390 transports; and what to expect at the Air and Space Forces' Association's annual Air Space Cyber conference next week.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian discuss a down week on Wall Street ending in a hard sell off; Airbus and Embraer release their order and delivery figures; Pentagon acquisition and sustainment undersecretary Dr. Bill LaPlante's decision to rescind a key approval for the the Milestone B approval of the US Air Force's Sentinel Next Generation Strategic Deterrent program led by Northrop Grumman; the European Air Safety Agency has ordered inspections of Rolls Royce engines on Airbus 350-1000 jets after a fire on a Cathay Pacific airliner; Boeing's unionized workers will vote Sept. 12 on whether to strike; the Air Force will buy from Boeing more of Leonardo's MH-139 Grey Wolf helicopters; NASA prepares to return the Boeing's StarLiner spacecraft to earth; with the Pentagon's decision to extend the lifespan of the F-35 Lightning II fighter program from 2077 to 2088, the total program cost is up to $2 trillion even as unit prices for the jets are coming down; Philippine's interest in 40 new combat aircraft.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian discuss Wall Street ended the week strong before the Labor Day holiday, the US government hits RTX with a $200 million fine for improperly sharing technology with China as analysts ask whether more companies will also be penalized, Serbia orders Rafale fighters by Dassault Aviation while Thailand opts for the E- and F-model of the Gripen by Saab, whey Airbus and Sikorsky both decided against bidding for a UK helicopter contract, UK defense budget outlook as Starmer government makes clear cuts are coming, Britain and Germany strike a wide-ranging treaty that spans defense, science, technology and deeper economic cooperation, defense industrial implications as Germany's right wing AFD party gains ground in Thuringia, and Britain concludes arms being used by Israel in Gaza could be used in violation of international humanitarian law, immediately suspending 30 licenses for components for fighter planes, helicopters and drones.

Have you clearly defined your service offering to the extent that you can productize it? Or do you prefer to customize your approach for each client's needs? Which strategy aligns better with your agency's objectives and overall success? Today's featured guest transitioned from providing highly customized services, which impacted his team's ability to meet deadlines and adhere to budgets. He has since adopted a productized model and is currently exploring how to effectively present differentiated pricing tiers. Join us as we delve into invaluable insights on launching and scaling a creative agency, optimizing your service offerings, and gracefully managing a co-founder's exit. Matthew McIver is the founder and CEO of Commence Studio, a B2B brand and e-commerce agency with a proven track record for helping purpose-driven companies build widely-known brands. He shares his journey from graphic designer to agency owner and offers insights for those considering buying or selling a business. In this episode, we'll discuss: The hidden costs of customization. Learning the value of processes and standardization. Two paths to agency growth Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Navigating an Agency Partner's Exit Ever since high school, Matt envisioned a future where he would own an agency—an aspiration he regarded as the pinnacle of success for a graphic designer. After honing his skills in design and photography at art school, he made the transition into the agency world, where he worked as a freelance designer and web developer at several firms. Eventually, Matt partnered with a like-minded individual to embark on the ambitious venture of starting their own business, pooling together just $500 to kickstart their dream. Matt quickly learned that building a successful business requires immense perseverance—navigating through growth, setbacks, and the resilience to rise again. After years of building the agency together, Matt's partner experienced burnout and lost his passion for entrepreneurship. The split was amicable, characterized by mutual respect and a buyout agreement that allowed both parties to prioritize their respective futures without ego interference. Reflecting on this pivotal period, Matt notes the buyout agreement they drafted through LegalZoom served its purpose in outlining the terms of their separation. However, he recognizes that a more tailored agreement crafted by a legal professional would have provided additional benefits and advises having a comprehensive and detailed agreement in place when entering a partnership. The Hidden Cost of Customization and Not Having SOPs Looking back at his experience building the agency with his partner, Matt reflects on how the agency saw rapid and significant growth. However, he recognizes their journey was largely improvised, resulting in various shortcomings, the most notable being the lack of processes. As they scaled, they inadvertently constructed a business model centered around their craft and talent, leading to a portfolio that lacked distinction among brands. The agency found itself specializing in a singular type of design, which necessitated training every new hire—both designers and developers—in the same approach. No documented SOPs were in place, as each product was custom-built for new clients. This absence of structured processes led to several oversights, not necessarily diminishing quality, but causing them to miss deadlines and exceed budgets. Matt realized he was essentially forfeiting potential revenue by not understanding the value of the ideas they were providing for free. More recently, they moved into a productized format that helped take their sales cycle from 88 days to just 8 days. They have packaged their services into standardized offerings that can be easily replicated and sold to multiple clients by creating a catalog of three tiers of services. The Power of Standardization & Learning the Value of Processes Moving into a more productized format poses the question of how much to charge for each of their service's tiers and whether or not they should make those prices public on their website. On one hand, having value-based advisory emphasizes the importance of providing personalized, strategic advice to clients. Rather than treating clients like a commodity, their approach is based on the individual needs and goals of each client. On the other hand, research indicates that clients like to know the options available to them. After refining their sales process, Matt is now able to ask the right questions to find out what kind of business the leads are in, and their size, and position their product catalog quickly accordingly. He then presents all three options in their catalog and highlights the one he recommends for that specific client. However, this has sometimes created confusion among clients who feel overwhelmed by the options. Ultimately, clients seek to engage with an industry expert they can trust to provide effective solutions to their challenges. They don't want to make decisions but rather have someone take care of the problem and present solutions that make it a no-brainer. It's important to position yourself as a trusted advisor to clients, which is why presenting the right price offering based on the client's needs and budget after the initial meeting might be the best option. High-Touch vs. High-Efficiency: Two Paths to Agency Growth The key to value-based advisory is the ability to guide clients through complex decision-making processes and offer expert recommendations based on their unique needs. It's an approach that involves actively listening to clients, understanding their pain points, and presenting solutions that align with their goals. However, there's no one-size-fits-all approach to scaling an agency and while some entrepreneurs may choose to focus on offering high-end, personalized services at premium prices, others may find success by adopting a more streamlined and cost-effective approach. For instance, some agency owners have found success in "creating a factory", a powerful and thought-provoking idea that challenges traditional notions of pricing and service delivery. This is the case of David, who built a successful agency by offering low-priced services in a streamlined and efficient manner. By focusing on efficiency, simplicity, and scalability, David was able to attract a large number of clients and ultimately sell his agency for a substantial sum. His approach of offering standardized services at a low price point may seem counterintuitive to some, especially in an industry where high prices are often equated with quality. Ultimately, the key is to understand your target market, identify their needs and preferences, and tailor your business model accordingly. Building a Strong Culture that Prioritizes Flexibility and Growth Opportunities Matt is very conscious of the fact that his team is his greatest asset and is committed to treating them with respect while providing compelling reasons for them to remain with his agency. He feels a profound sense of gratitude for the loyalty shown by some employees who have been with the agency since its inception, even amidst various challenges and transitions. His vision has always been to cultivate a close-knit team of around fifteen members, and although recent difficulties necessitated a downsizing, he is now focused on rebuilding. He takes pride in building a strong culture that values time and freedom, especially as a new father. He also recognizes the importance of offering flexibility and a supportive culture for their team. By focusing on transparency, open communication, and providing tools for retention, he has been able to create a positive work environment where employees feel valued and supported. In addition to offering competitive benefits such as health and wellness benefits, gym benefits, and paid time off, Matt goes above and beyond to support his team through personal challenges and difficult times. His dedication to prioritizing employee well-being reflects a genuine commitment to investing in his team members, recognizing that they are more than just assets or sources of income. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss Wall Street's strongest strongest run in nine months on a brighter US economic forecast after lower than expected inflation; a big week for Boeing as Israel orders 50 new F-15 Eagle II fighters with plans to refurbish 25 older model jets, Poland commits to buying 96 AH-64 Apache attack helicopters, and the US Air Force puts the E-7 radar plane under a development contract; coming off record earnings, Rheinmetall proposes the $950 million acquisition of Loc Performance, a Michigan based engineering company with a role on key US Army's vehicle programs as well as agricultural and construction equipment; the Global Business Travel Association says that business travel won't return to pre pandemic levels until 2027; and Ukraine's widening invasion of Russia.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss world markets rocked by Japan's biggest stock plunge since 1987; Boeing's new CEO Kelly Ortberg tells employees he and his team will be walking factory floors — and does so on Day One at the company's helm; NASA suggests that two astronauts launched on Boeing's StarLiner spacecraft in June might have to be recovered by SpaceX next February; Rheinmetall posts record-breaking sales; Anduril raises $1.5 billion to “rebuild the arsenal of democracy” by “hyperscale” hiring, investment and facilities for new weapons production; a Voepass airlines ATR 72 regional turboprop crashed outside Sao Paolo killing all 62 aboard; British Airways and Virgin have both suspended flights to China; and Joby Aviation claims it will start commercial air taxi services in Dubai next year.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss Wall Street meltdown on a sharper than expected drop in new jobs even as the Federal Reserve said rate cuts are imminent; Boeing taps one of the industry host highly regarded retirees — former Collins CEO Kelly Ortberg — as its new chief executive as the company also reports dismal earnings and needs to raise capital; Airbus, BAE Systems, MTU, and Rolls-Royce also report earnings; and the Air Force says still going to develop a new, six-generation manned fighter even as it rethinks the penetrating counter air portion of the Next-Generation Air Dominance program.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss an upcoming week on Wall Street after a shaky start on lower than expected inflation and strong profits; American Airlines joins Delta and United in posting muted earnings prompting questions whether the jetliner market is cooling as the world's aerospace and defense leaders gathered at a muted Farnborough Air Show; Boeing nears an announcement of a new CEO; Leonardo CEO Roberto Cingolani says that he's “personally” ok with Saudi Arabia joining Britain and Japan in the Global Combat Air Program even as Japanese officials suggest doing so would create reputational risk; and Babcock, Bombardier, Booz Allen Hamilton, Dassault, General Dynamics, General Electric, L3 Harris, Lockheed Martin, Northrop Grumman, RTX, Textron and Thales all report earnings.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss a down broader market but a good week for defense and aerospace; the US Air Force strikes a deal with Boeing to buy E-7 radar planes and has agreed to accept the long-delayed Block 4 Technology Refresh 3 version of Lockheed Martin's F-35 Lightning II; Hexcel, Saab, Textron and United report earnings as other leading companies prepare to report earnings next week; Babcock pre-announces another 90 million pound charge on its Type 31 frigate; takeaways from the Royal International Air Tattoo as the global defense and aerospace industry prepares to convene next week at the Farnborough Air Show.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss another winning Wall Street week; assassination attempt on former President Trump; NATO's 75th anniversary summit; accusation that Russia is planned to kill Rheinmetall's CEO Armin Papperger; Boeing pleads guilty to avoid criminal prosecution as questions rise whether the deal will impact the giant's defense business as the company's 777-X jetliner makes a key FAA certification flight and its machinists prepare to vote whether to strike; top USAF officer expects Next Generation Air Dominance award by year's end despite recent comments by senior service leaders; Air Lease reports earnings as Hexel, Textron and others prepare to report.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss aerospace and defense stock performance as Wall Street edges higher on jobs figures and a stronger dollar, Sir Kier Starmer becomes Britain's first Labour prime minister in 14 years as John Healey becomes defense secretary, France holds its second election round, Boeing appears to eye settlement to avoid criminal trial, Air Force Secretary Frank Kendall floats notion of a Next Generation Air Dominance fighter that's a third the price of the current plane or around the cost of an F-35, China's JF-31 is reportedly about to enter service, Leonardo partners with Rheinmetall to lock up Italy's 20 billion euro land systems modernization market, and Universal Hydrogen — once seen as the future of clean energy — folds.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss stocks drop after a three-week winning streak, impact of Airbus profit and deliveries warning across the sector, a disastrous US presidential debate as Britain and France hold key elections, Justice Department investigators recommend criminal charges against Boeing of criminal conspiracy over two deadly 737 crashes that killed 346, Boeing's ongoing acquisition of Spirit AeroSystems, Anduril reportedly is poised to raise $1.5 billion in funding, DoD's Replicator program is funded to $1 billion and the U.S. Army wants more than 1000 Switchblade 600 loitering munitions from AeroVironment in the next year.