Podcasts about capital alpha partners

On this week's Look Ahead Podcast, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian discuss Israel's attack on Iran and whether the long-planned strikes will stop Tehran's drive to acquire nuclear weapons; the trade deal between Washington and Beijing; the budget outlook as lawmakers build a national budget, and what happens if efforts to craft a reconciliation package fail; takeaways from hearings including on the F-35 Lightning II; additional thoughts on Ukraine's Operation Spider Web attacks on Russia; and a look at the week ahead.

On this week's Look Ahead Podcast, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian discuss the latest from the Hill as lawmakers grapple with reconciliation, the NDAA and appropriations, a rescission package from the Trump administration, as well as hearings and the Senate Armed Services Committee's reconciliation markup; the implications of the acrimony between President Trump and Elon Musk, and the outlook for SpaceX; a deeper look at Golden Dome in the wake of a major CSIS conference; takeaways from Oshkosh's investor day; important historical lessons from France before World War II; and a look at the week ahead.

On this week's Look Ahead Podcast, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian discuss the US defense budget outlook that could include a big jump in spending that flattens; the complex dynamics between the administration and Congress; the impact of tariffs and how nations like China will retaliate; takeaways from IISS' Shanghai-La Dialogue; Ukraine's Operation Spiderweb attack on Russia's bomber bases; and a look at the week ahead.

On this week's Look Ahead Podcast, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian discuss the House's reconciliation package and defense budget outlook, President Trump's priority Golden Dome system and companies that stand to benefit, takeaways from hearings including the F-47 program and whether the Air Force would benefit from Block 80 F-16s now destined for export, data rights and whether the ability of the military services to repair the equipment they own, Europe's ability to defend itself without help from the United States, and a look at the week ahead.

On this week's Look Ahead Podcast, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian discuss Moody's decision to downgrade US debt as lawmakers work to further cut taxes that could trigger further downgrades; the budget scenarios to watch as some even in the Trump administration talk about budget numbers that are “all over the place;” analysis of the arms deals the president announced during his visit to the Gulf; how America's approach to arms exports should change; the impact of scaling mass on the US defense industrial base; takeaways from the weekend's elections in Poland and Romania as well as talks to end the Ukraine war; and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss when the Trump administration will disclose the details of it's “skinny budget” request as congressional oversight committees start hearings; whether the so-called Department of Government Efficiency will have have a positive lasting impact in driving necessary and overdue reforms; nuances and takeaways from the latest conflict between India and Pakistan; changes in warfare as reflected at the SOF Week 2025 conference and tradeshow; what the nomination of industry veteran Jeffrey Bornstein as DoD comptroller; Vice President Vance's different tone at the Washington edition of the Munich Security Conference; and a look at the week ahead.

On this week's Look Ahead Podcast, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian discuss the Trump administration's proposed $1 trillion “skinny” budget request; gauging tariff impacts as President Trump constantly shifts his stance; transformation at the Pentagon as Army shifts resources; outlook for Ukraine war; takeaways from Modern Day Marine; and a look at the week ahead.

On this week's Look Ahead Podcast, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian discuss the $150 billion House Armed Services Committee's reconciliation package that will be deliberated this week that prioritizes ships, missile defense and autonomous systems; implications of tariffs across the defense industrial base; takeaways from earnings reports last week; outlook for combat aircraft programs like the B-21 Spirit bomber as well as F-35 Lightning II and the Navy's FA-XX future fighters; takeaways from the joint event by the Washington International Trade Association and the Asia Society; and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the answers to the three questions that will shape what US defense looks like in 2028; the outlook for ending the Ukraine war; the world economic outlook as the World Bank and the International Monetary Fund hold their spring meetings in Washington; whether it matters that the Strategic Arms Reduction Treaty with Russia expires in less than a year; what to expect from first quarter earnings reports this week; and a look at the week ahead.

On today's program, sponsored by HII, Chris Servello, co-host of our Cavas Ships podcast, joins Defense & Aerospace Report Editor Vago Muradian to discuss takeaways from the Navy League's annual Sea-Air-Space conference and tradeshow last week; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the continuing defense and aerospace implications of President Trump's pause on sweeping tariffs for 90 days as he ratcheted up taxes on Chinese goods; Beijing's retaliation that includes restricting rare earth elements and permanent magnets; executive orders on US export control reform, a maritime strategy and acquisition and program reforms; and a look at the week ahead.

On today's program, sponsored by HII, Nick Waite, a director at Clarion Defence producing the Apex Innovation Conference April 23-24, 2025, at the Gaylord National Harbor outside Washington, DC, joins Defense & Aerospace Report Editor Vago Muradian to discuss the upcoming event from agenda and speakers to a discount for listeners of our show; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the strategic and defense implications of President Trump's sweeping tariffs including that China was not deterred from imposing sanctions of its own on the United States; whether foreign defense and aerospace firms will grow their US industrial footprint; the changing nature of manufacturing and why returning the industrial workforce to past levels is implausible; the outlook for US defense spending as the Senate proposes $100 billion in additional funding over the coming years; Defense Secretary Pete Hegseth's decision to skip the Ukraine Contact Group to attend Central American Security Conference; likelihood of US-Israel strike on Iran's nuclear facilities in the wake of recent news reports of impending attack and staging of B-2 Spirit bombers in Diego Garcia; what to expect from the Navy League's Sea-Air-Space conference and tradeshow April 7-9; and a look at the week ahead. ***APEX Discount CODE for Defense & Aerospace listeners-- 25% off conference passes. Use code: DEF&AERO 

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to budget and fiscal prospects as the Congressional Budget Office warns America will run out of money by September if not far sooner — depending on tax receipts; how the Trump administration's intelligence assessment that puts transnational criminal organizations and terrorist at the top of the threat list could shape defense spending; impact of tariffs and calls for tariff relief from farmers that are leading exporters as well as other businesses hurt by crackdown on immigration; whether higher US tariffs will spark the American economic and jobs renaissance that the administration hopes; how allies and partners perceive this Trump administration from the last one; takeaways from last week's shipbuilding hearing and whether Boeing or Northrop Grumman will win the US Navy's FA-XX next generation fighter; Signalgate aftermath; and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the implications that US tax revenue might drop by 10 percent or $500 billion this year in the wake of job cuts at the Internal Revenue Service; the difference between the absence of war and peace as US officials continue to negotiate an end of the Ukraine war; while US officials take Vladimir Putin at his word that he doesn't want to take “all” of Europe, European nations move rapidly to bolster their sovereign capabilities; investment across Asia as nations worry they will be next to be abandoned by the United States was Washington pursues a “grand Bargain” with China; Hanwha sells stock and buys a nearly 10 percent stake in Austal; the US Air Force's decision to award the manned combat aircraft element of the Next Generation Air Dominance program to Boeing over Lockheed Martin; what the decision means for Lockheed Martin's outlook after decades as the world's premiere maker of combat aircraft; and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest headlines and looks at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss growing concern of a year-long continuing resolution; the industrial impact of budget and program uncertainty especially on suppliers still recovering from pandemic impacts; takeaways from President Trump's address to Congress; defense spending impact of $4.5 trillion in tax cuts, negative impact of economic uncertainty, IRS cuts and Trump's acknowledgement that his policies likely will cause a recession before growth; administration's decision to suspend US participation in NATO military exercises and prospect American troops will be withdrawn from Europe; some positives and negatives investors should consider as European defense spending surges; whether Ukraine can survive without US weaponry and intelligence support; and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to global ramifications of President Trump's unprecedented meeting with Ukrainian President Volodymyr Zelenskyy; whether Kyiv's European allies will be able to support Ukraine as Washington shuts off aid and demands access to oil, gas and rare earth minerals; the US president's meetings with French, British and other leaders; Pentagon sends a Stryker brigade combat team to the border and prospect of military operations in Mexico; DoD continues efforts to redirect spending and the impact of the cuts on the heritage defense industrial base; Elon Musk and his team continue cutting government jobs including soon at the Defense Department; prospect that more senior military officers will be fired; update on budget dynamics on Capitol Hill and guidance from the Office of Management and Budget; and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss the firings of top US military officers including the the chairman of the Joint Chiefs of Staff, the Chief of Naval Operations, the Air Force's vice chief as well as three judge advocate generals; how the moves will impact the force as well as recruiting and retention; what to expect from retired Lt. Gen. Dan Caine as the nation's 22nd chairman given his diverse background that includes service in the Air National Guard, as a fighter pilot, role in the counter-ISIS mission, the intelligence community as well as private industry and venture capital; industrial impact of the administration's plan to redirect between 6 and 8 percent of spending each year for the coming five years to new priorities; how the administration's betrayal of Ukraine and anti-Europe rhetoric will shape how allies and partners respond to Washington as nations work to establish a more than 700 billion fund for new weapons purchases and Germany privates considers the need for nuclear weapons; whether the White House's purge of the civil service will distract intelligence and law enforcement personnel charged with keeping the nation safe from terrorist and other threats, precipitating a future tragedy; and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss a week that sent allies and partners scrambling as President Trump moves to end the Ukraine war, rehabilitate Vladimir Putin, support Kyiv only if it hands over right to half its rare earth mineral deposits, and his team encourages hard right parties in Europe; Trump's suggestion that a deal with Russia and China would allow defense spending to be cut by 50 percent; 25 percent tariffs on aluminum and steel; after a few strong messaging weeks, the administration's game slips; Defense Secretary Pete Hegseth's drive to reallocate 8 percent of the Pentagon budget for new priorities contained in his 2026 budget planning guidance to the military services that would protect border, strategic deterrent programs, nuclear submarine and unmanned efforts, but would target the F-35 Lightning II fighter and other manned platforms as well as Army programs to pay for the “Iron Dome” air and missile defense system; Callan's four scenarios to consider in light of the current chaos; an update on the collision between USS Harry S. Truman and a the merchant bulk carrier Besiktas-M on the entry to the Suez Canal; and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss the Senate Armed Services Committee chairman's mark, the Trump administration's effective messaging that bolstered the president's popularity, Defense Secretary Peter Hegseth actively shapes his narrative at the Pentagon, how the administration can avoid making cuts that only create bigger future headaches, impact of President Trump's new steel and aluminum tariffs, analysis of defense and aerospace earnings and 10K reports, and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss President Trump's 25 percent tariffs on Canada and Mexico — that have been suspended for a month — as well as 10 percent on China, with threats to impose new ones on the EU and UK; the near-term implications on inflation and costs on US consumers as well as long-term impact on reordering of global trade patterns; how efforts to aggressively cut US government could backfire; whether Wall Street is as susceptible to disinformation as other aspects of American society; the messaging and disinformation surrounding the collision between a US Army helicopter and an American Airlines jetliner that left 67 dead; a look at least week's earnings reports by leading companies including Boeing, General Dynamicsk, L3Harris, Lockheed Martin, Northrop Grumman and RTX; and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss the Trump administration's first week; Pete Hegseth as the nation's 29th defense secretary; whether the chairman and service chiefs will lost their jobs or retire over the coming months; repercussions of Trump's “aggressive” call with the Danish prime minister over Greenland, the Panama Canal and spat with Colombia over deportations; look ahead to earnings as Boeing pre-reports another $4 billion loss; and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss President Trump's first day in office; messages from the inauguration, executive orders and actions since; the firing of Adm. Linda Fagan as US Coast Guard commandant and other senior military changes under guise of countering diversity, equity and inclusion; Trump's comments about using force to take the Panama Canal, targeting drug cartels in Mexico, Greenland as well as tariffs on Canada and Mexico; the defense budget outlook as both GOP and Freedom Caucus members call for dramatic increased in the Pentagon budget of $200 billion or more over the coming years; outlook for shipbuilding expect at the Surface Navy Association's conference and tradeshow; and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the economic and geopolitical implications President-elect Trump's comments on tariffs as well as the Panama Canal, Greenland and Canada; whether the comments will fuel higher inflation that will have to be factored into defense planning; Pentagon budget outlook as the outgoing Biden administration is reported to expected to ask for $1 trillion in 2026; cost of massive California wildfires and other climate-related disasters on federal spending; confirmation outlook for Trump's nominees including Pete Hegseth as defense secretary as Senate hearings begin; takeaways from Israel's Nagel Report that identifies Turkey as a threat and urges Jerusalem to reduce reliance on US as a security partner after a second Trump administration; BWXT's acquisition of Kinectrics; what to expect at the Surface Navy Association's conference and tradeshow; and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss newsflow during the holidays, prospect that nations forced to spend more on defense by Donald Trump will spend the increase at home rather than on US weapons, whether the world is a more dangerous place, the notion that we are in a defense spending “super cycle,” US defense spending outlook and prospect for reapportionment of resources among the military services, the Financial Times report that Anduril, Palantir, SpaceX and other defense tech firms are considering forming a consortium to better compete for DoD business, ensuring fairness in competitions between heritage and new defense firms, the big issues of 2025, and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss political, market and international surprises in 2024 that will be consequential in the coming year; a look at the National Defense Authorization Act and appropriations expectations; the IISS' global outlook; the Washington International Trade Association's take on Trump and tariffs; the Defense Innovation Unit and the US Air Force's Collaborative Combat Aircraft; HII's shipyard acquisition; and a look at the week ahead.

On today's program, sponsored by HII, former Pentagon Comptroller Dr. Dov Zakheim and emeritus National Defense Industrial Association Chairman Arnold Punaro discuss key takeaways from the 11th Reagan National Defense forum; Building the Base podcast hosts former Navy Acquisition chief Hondo Geurts and Beacon Global Strategies' Lauren Bedula discuss defense industrial themes at Reagan; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense implications of the fall of the Assad regime in Syria and what's next for the region, the NDAA, Vivek Ramaswamy's comments at Aspen next week and what they mean for the so-called Department of Government Efficiency, defense mobilization, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Sam Bendett of the Center for Naval Anlyses, discusses Russia's grinding advance on Ukrainian positions in Kursk and Donbas and Luhansk, importance of Germany's new $700 million pledge and US efforts to surge weapons to Kyiv, Vladimir Putin's challenges as casualties mount and Russia's economy falters, statements by leading European officials that Moscow may be behind the deadly crash of a DHL cargo plane over Lithuania, Putin's call for a new Russian unmanned force, the unmanned air warfare lessons Syrian and other rebel groups have learned from Ukraine; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the “headline risk” that defense and aerospace firms will be subjected to in a second Trump administration whether from the president or his acolytes, impact of possible tariffs on companies in Canada and Mexico that are integral to the US aerospace and defense industrial base, what Trump's personnel picks may mean, balancing manned and unmanned capability, the good and bad characteristics of the “tech bro” venture capital mindset, an update on the budget and appropriations as Congress returns to DC, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

Today's podcast episode is a re-purposing of a webinar we recorded on November 12, 2024. Our special guests for that webinar were Colin Carr, Vice-President of Congressional affairs at the Consumer Bankers Association and Ian Katz, Managing Director at Capital Alpha Partners. John Culhane, a partner in the Consumer Financial Services Group at our firm. The webinar begins with Colin giving us an overview of President-Elect Trump's victory and the Senate and House elections which resulted in the Republicans achieving close majorities in both chambers. As a result, the Republicans may not have too much difficulty in confirming Trump nominees for various positions and may also be able to override final rules published in the Federal Register by the CFPB and other agencies after August 1 of this year under the Congressional Review Act. (This includes the so-called “open banking” rule pertaining to consumer control of their records at banks under Section 133 of Dodd-Frank. Ian then addresses certain leadership changes at the CFPB, FDIC, OCC, FRB and FTC and the possibility of Trump using recess appointments to nominate the leaders of those agencies. John Culhane then takes a deep dive into the current status and expected outcome of agency regulations (both legislative and interpretive), proposed regulations and other written but less formal guidance and circulars. This includes the CFPB's $8. credit card late fee rule, the small business data collection rule under Section 1071 of Dodd-Frank, the Buy-Now, Pay-Later interpretive rule, “open banking “ rule, and the changes to the UDAAP Exam Manual which described any form of discrimination as being an unfair trade practice, all of which are the subject of pending litigation. We also discuss the FTC's “CARS” rule and the “Click to Cancel” rule, which are also subject to pending litigation. Finally, we discussed the FDIC's “brokered deposits” rule. We explain how final legislative rules can only be overturned or modified through Congressional Review Act override (if they were adopted after August 1, 2024) or by proposing a repeal or modification under the Administrative Procedure Act (which is the same lengthy procedure utilized to promulgate the regulation) or by a final judgment of a court invalidating the rule. We also discuss whether the new CFPB Director may concede that the CFPB has been unlawfully funded under Dodd-Frank since the FRB may only fund the CFPB out of “combined earnings of the Federal Reserve Banks” and because there have been no such combined earnings since September, 2022. Alan Kaplinsky, Senior Counsel and former practice group leader for 25 years of the Consumer Financial Services Group at Ballard Spahr hosts the episode.  

On today's program, sponsored by HII, Dr. Evelyn Farkas, the executive director of MccAin Institute at Arizona State University who helps pick the honoree of the annual John McCain Prize for Leadership in Public Service awarded each year at the Halifax International Security Forum, discusses takeaways from this year's gathering, the importance of Ukrainian victory over Russia for democracies worldwide, the two leaders honored with the McCain Prize this year — Vladimir Kara Murza in 2024 for his courage against Vladimir Putin and former Taiwanese President Tsai Ing Wen in 2020 for her stance against an increasingly belligerent China — the best outcome for Ukraine as Donald Trump vows a fast end to the war, the role of American leadership and a look ahead to Halifax organizers HFX's conference in Taipei Feb. 20-21, 2025; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest on the transaction to a second Trump administration including possible deputy defense secretary picks including investor Stephen Fineberg and Anduril co-founder Trae Stevens, Elon Musk's tweet that F-35 Lighting II fighter maker Lockheed Martin are “idiots” and that more armed drones are needed in the future, how the Department of Government Efficiency will deliver savings, the importance of process reforms over merely cutting workforce, the importance of cutting cycle times in executing big projects whether building the Pentagon or designing the iPod, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, former Pentagon Europe chief Jim Townsend of the Center for a New American Security discusses President Biden's decision to allow Kyiv to use US supplied weapons against Russia steps up strikes on Ukraine's power grid and 50,000 Russian and North Korean forces entr the fray, whether the new weapons will change the course of the war that's expected to end the day Donald Trump returns to the White House, and German Chancellor Olaf Scholtz's phone call with Vladimir Putin; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses Trump's picks for top jobs, the implications of the Department of Government Efficiency and deep cuts to spending as well as the federal workforce, takeaways from the Mitchell Institute's Airpower Future Forum and the Naval Submarine League's annual symposium, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss the Ukraine war as Russian redoubles efforts to make gains as President-election Trump vows to swiftly end the conflict, and whether Ukraine can survive without US assistance; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the impact of a new Trump administration on US national security, whether control of the White House and Congress increases the prospect for more defense spending or deep cuts as part of a government-wide effort to trim $2 trillion in spending, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss Russia's war on Ukraine as Moscow celebrates its day of national unity, Russian battlefield gains as Ukraine increasingly struggles not to lose, whether Vladimir Putin will be satisfied retaking Donbas and Luhansk or will drive to Kyiv, Ukraine's ability to stop Russia if a breakthrough happens, and how the outcome of the US presidential election will shape the Ukraine war; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense implications of the US presidential election, a review of his November “scorecard,” takeaways from last week's earnings reports and what to expect from companies disclosing results next week, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Mark Montgomery, a retired US Navy rear admiral now with the Foundation for Defense of Democracies and the executive director of the Cyber Solarium 2.0 project, discusses President Biden's National Security Memorandum on AI; role of Russia, China and Iran in cyber and misinformation operations to shape the outcome of next week's US elections; takeaways from his recent visit to Ukraine; outlook for both allied and US support for Kyiv, especially depending on who wins the White House; and the outlook for spending; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the impact Israel's strike on Iran will have on defense sentiment; North Korea's role in Ukraine; analysis of key themes from US and European earnings reports last week; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss how different the defense industrial base could look by 2030; takeaways from AeroLambda Group's Aerospace & Defense Conference and the Association of the United States Army's annual meeting last week; how heritage companies are adapting to better compete against new competitors; what DoD has to do to align its ambitious operational plans with the reality that it's industrial base lacks the capacity for a prolonged high-intensity conflict whether for new production, munitions or damage repair; Boeing's outlook at major defense and aerospace firms prepare to report earnings; and a look at the week ahead.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest headlines and looks at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Ukraine's withdrawal from Vuledhar and the implications of the latest Russian advance in Donbas, the latest on the war including the capture of one of Russia's few Okhotnik combat drones, how weather will change the fight, topics for discussion at the Association of the United States Army's conference and tradeshow next week, and lessons from analytical failures associated with the Russo-Ukrainian war; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense implications of the conflict between Israel and Iran one the first anniversary of Hamas' deadly attack on Israel that precipitated a broader regional war, defense and industrials scenarios to consider as US elections approach, Army issues to consider at AUSA, the impact of deadly hurricanes on public perceptions of defense spending, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Dr. Dov Zakheim of the Center for Strategic and International Studies discusses what's next now that Israel has killed Hezbollah leader Hassan Nasrallah and other of the Lebanese Shia militia's top commanders as well as truck Houthi targets in Yemen; how the moves could help deter Tehran from further provocations; and challenges associated with impending Israeli ground operations in Southern Lebanon; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the broader investment implications of continuing unrest in the Middle East; broader geoeconomic and geopolitical takeaways from the Atlantic Council's GeoEconomics Forum in New York last week, including Russia's improving if more expensive defense capabilities and that the US-China relationship is “stabilizing,” and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses Ukraine's long-range attack on Russia's ammunition depot at Toropets destroying months worth of artillery shells and other weapons; President Volodymyr Zelenskyy's visit to Washington to ask President Biden to reconsider his opposition to the use of Western weapons against Russia; and how both sides are rapidly adapting unmanned systems and defenses; Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the budget outlook as House Speaker Mike Johnson seeks to fund the government beyond Sept. 30; takeaways from the Air and Space Forces Association's Air Space Cyber conference and tradeshow last week; the outlook for the Air Force's flagship manned fighter element of the Next-Generation Air Dominance family of systems that is being reconsidered by the service's leadership; changing industrial and threat dynamics; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the potential impact of the “Future of European Competitiveness” report drafted by former Italian prime minister and European Central Bank President Dr. Mario Draghi on behalf of the European Union; takeaways from the Chamber of Commerce's Aerospace Summit, the Future of Defense event by New America and Arizona State University, and Morgan Stanley's Laguna conference including analysis of Northrop Grumman CEO Kathy Warden's comments that the company could reenter the stealthy fighter element of the Air Force's Next Generation Air Dominance effort if the service makes requirements changes; what to expect at the Air and Space Forces Association's Air Space Cyber conference and tradeshow Sept. 16-18; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses mounting Russian pressure on Ukrainian forces in Pokrovsk and Chasiv Yar, the strategic importance of the two to Russian planes to gain ground in Donbas, Ukraine's ability to stymie Moscow's plans, Kyiv's latest call to use Western arms against Russia, and the stability of Vladimir Putin's regime as Ukrainian forces seize more ground in Kursk; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses “the surprises” from the Russo-Ukrainian war, how the US is countering Chinese economic coersion, Boeing's importance for broader US industrial health and competitiveness, an analysis of the economic and tax policies of the two presidential candidates, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest headlines and looks at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discusses his takeaways from the Democratic National Convention and compares national security messaging from both parties presidential campaigns, a growing sense that the Russo-Ukrainian war is approaching stalemate in 2025, his latest essay “The Four Rungs on the Defense Wall of Worry,” and a look at the week ahead.

On today's program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss Ukraine's continuing invasion that's seized more than 1,000 square kilometers in Russia's Kursk region, Moscow's inability to stop Ukraine's advance, how Vladimir Putin will respond, and whether Kyiv's gambit will change the vector of the conflict; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses a draft paper by Arizona State University's Hendrik Bessembinder — Which Stocks Generated the Highest Long-Term Returns — over the past century, Rheinmetall's proposed $950 million acquisition of Loc Performance, Boeing's big week for F-15 fighters as well as AH-64 helicopters and E-7 radar planes, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss Ukraine's offensive into Russia's Kursk region; whether the risks of the operations are worth the rewards; how Moscow will respond; and what to expect from the Army 2024 arms show; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses takeaways from the National Defense Industrial Association's Emerging Technologies conference last week; Anduril's move to raise $1.5 billion for a giant new production facility for large-scale unmanned systems production; prospects for a wider regional war as Iran considering attacking Israel after Jerusalem assassinated key Hezbollah and Hamas leaders; Ukraine's attack into Russia; polling in US presidential race and Vice President Harris' national security stance; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss last week's deal that saw Russia exchange innocent Americans and Russian activists for Russian assassins, spies and hackers, and whether the deal will prompt Moscow to take more hostages in the future; update on the Ukraine war and growing worries that Kyiv is losing the conflict and if so, what Western nations can do to change the battlefield dynamic; a new Duma law that prohibits soldiers from using their personal electronic devices on the front; and how Vice President Harris and those around her regard Russia, Ukraine and NATO; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the sharp market drop on Aug. 5, 2024, and how global worries impacted defense and aerospace equities; a look at Boeing's results last week and news that Kelly Ortberg will succeed Dave Calhoun as the giant's CEO; defense budget prospects as Senate appropriators cleared 11 of 12 spending bills before leaving town for August; prospect of a wider Middle East war war as Iran vows retaliation after Israel assassinated top Hezbollah and Hamas leaders, including one in Tehran; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the Office of Management and Budget's midyear review that shows lower deficit projections than the Congressional Budget Office; budget outlook as Congress moves to again opt for a continuing resolution rather than passing a budget bill; analysis of second quarter earnings and management statements on budget and profit outlook; thoughts on the “Economic Consequences of Weak Governance and Policy Instability” hosted by The Budget Lab at Yale University and The Niskanen Center think tank; takeaways from the Farnborough International Air Show; and a look at the week ahead.

On today's program, sponsored by HIl, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses implications of President Biden's decision against standing for reelection; whether defense sentiment would change if Vice President Harris' running mate is a former military leader like Sen. Mark Kelly, D-Ariz., or retired Adm. Bill McRaven; why defense stocks in 2024-25 are unlikely to perform as they did in 2016; why 2025 will be a pivotal year for the Russo-Ukrainian war; the US Air Force's agreement with Boeing to start development work on the E-7 radar plane and decision to accept Block 40 TR3 versions of the F-35 Lightning Il fighter; expectations from the Farnborough International Airshow and earnings expectations from leading US firms; why US defense stocks have lagged the broader market; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, and former Pentagon Comptroller Dr. Dov Zakheim discuss the political implications of the assassination attempt on former President Trump during a campaign rally in Pennsylvania and whether efforts to dial down toxic political rhetoric will succeed as the GOP holds its nominating convention this week in Milwaukee; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses assassination attempt, takeaways from the NATO summit, Senate appropriations and authorization language, whether the House will embrace the Senate's proposal to increase defense spending, a look at this month's Treasury figures and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses Japan's defense sector as Tokyo surges military spending to 2 percent of GDP by 2027, a review of historical investment trends as senior Pentagon officials express frustration with industry share buybacks that were only approved by the SEC legalized in 1982, a look and NATO defense industrial themes as leaders gather in Washington to commemorate the 75th anniversary of the Atlantic Alliance, how a change in US leadership could shape allied investment plans, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HII, Dr. Eugene Rumer, the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, and Sam Bendett of the Center for Naval Analyses, discuss the dead terror attacks on two churches and a synagogue in Dagestan, Ukraine's deadly strikes on Sevastopol, the first anniversary of late Wagner boss Yevgeny Prigozhin's run on Moscow, and analysis of Vladimir Putin's trips to North Korea and Vietnam last week; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses potential flaws with the Congressional Budget Office's debt projections, a defense spending update, update on whether Congress will increase defense spending, analysis of former National Security Adviser Dr. Robert O'Brien's Foreign Affairs article, whether defense will feature in the June 27 presidential debate, the industrial implications of recent major program cancellations or delays, Northrop Grumman's B-21 Raider bomber statement, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.