DEFAERO Strategy Series [Jan 07, 25] Sam Bendett & Eugene Rumer On Russia, Ukraine On-going Conflict Defense & Aerospace Report podcast

44:32

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Peter Van Praagh, the president of HFX, the group that organizes two annual security conferences — the Halifax International Security Forum and the new HFX Taipei Forum — joins Defense & Aerospace Report Editor Vago Muradian to discuss how President Trump’s will impact US power, global influence and economic prosperity; whether Ukraine can survive against Russia without US help as Washington aligns increasingly with Moscow; how China regards the realignment; takeaways from the recent HFX Taipei Forum; prospect that democracies in Europe, North America and Asia will increasingly come together in a new bloc; whether the international institutions forged by the United States in the unique circumstances after World War II can be reinvigorated if Washington now chooses the undermine them; and why Canada and Canadians are so alarmed and offended by Trump’s rhetoric and actions.…

Defense & Aerospace Report

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DEFAERO Daily Pod [Mar 10, 25] Week in Review & Byron Callan’s Week Ahead 35:47

hace 4 días35:47

35:47

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administration’s decision to suspend US participation in NATO military exercises and prospect American troops will be withdrawn from Europe; some positives and negatives investors should consider as European defense spending surges; whether Ukraine can survive without US weaponry and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.…

Defense & Aerospace Report

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Defense & Aerospace Report Podcast [Mar 09, ’25 Business Report] 48:02

hace 4 días48:02

48:02

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.…

Defense & Aerospace Report

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Defense & Aerospace Report Podcast [Washington Roundtable Mar 07, ’25] 58:19

hace 5 días58:19

58:19

On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend now with the Center for a New American Security, and former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss lawmakers’ drive to target Medicare and Medicaid for savings as the US government rapidly runs out of money; President Trump takes a victory lap before a joint session of Congress and makes his case for tariffs, his approach to Ukraine and taking Greenland; after intensive counseling by his allies to swallow his pride, Volodymyr Zelenskyy moves to curry favor with Trump; as America cuts aid and intelligence to Kyiv, Britain and France work to shape a peace plan and European nations race to help Ukraine and bolster spending; Hong Kong’s CK Hutchison sells management of the Cristobal and Balboa ports on either side of the Panama Canal through 2047 to Blackrock for $23 billion; China vows to fight tariff, trade and “any other war;” Trump again threatens Hamas with annihilation as Washington negotiates directly with the terror group as Arab League nations craft their own peace proposal and rebuilding plan for Gaza, and Washington reaches out to Tehran for nuclear talks. This program was recorded on Friday morning before Trump threatened Russia with “large scale” sanctions after Moscow’s major attack on Ukraine.…

Defense & Aerospace Report

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Defense & Aerospace Air Power Podcast [Mar 06, 25] Season 3 E09: Rocky Mountain Fly 40:12

hace 6 días40:12

40:12

We hopscotch the Air and Space Forces Association’s warfare symposium, bringing you up to date on the F-35 program with Lockheed’s Chauncey Macintosh and talking CCAs with Dave Alexander of General Atomics. Plus a review of the event with Air and Space Forces magazine editor Tobias Naegele. And, yes, headlines. All powered by GE!…

Defense & Aerospace Report

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DEFAERO Daily Pod [Mar 05, 25] Jeff Bialos on Budget, DIB, Partners & More 38:18

hace 7 días38:18

38:18

Jeff Bialos, the co-chair of the Aerospace, Defense and Security Group at the Eversheds Sutherland law firm who served as a former deputy undersecretary of defense for industrial affairs, joins Defense & Aerospace Report Editor Vago Muradian to discuss Defense Secretary Pete Hegseth’s effort cut 8 percent a year for five years from current spending to pay for new Trump administration priorities; why the cuts are significant and threaten to undermine US capabilities absent additional spending; the reality that 25 to 30 percent more spending may be needed to modernize the force, improve readiness and bolster weapons stocks; industrial strategy recommendations at a time when administration leaders advocate for startups over heritage firms; clarifying the rationale for the defense industry consolidation in the wake of the Cold War; how supply chains became steadily more global; the defense trade impact of Trump and his team’s rhetoric and policies on Ukraine, Europe as well as allies and partners; and implications of tariffs and wholesale job cuts on program performance and costs.…

Defense & Aerospace Report

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DEFAERO Strategy Series [Mar 04, 25] Mark Montgomery on the Latest Budget & Security Headlines 44:18

hace 11 días44:18

44:18

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Mark Montgomery, a retired US Navy rear admiral who is the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and Cyber Solarium 2.0 executive director, joins Defense & Aerospace Report Editor Vago Muradian to discuss the best way for the Trump administration to redirect between 6 and 8 percent of finding a year for five years to new priorities; what the administration should be prioritizing and where it can take more risk, for example, in Air Force nuclear-tipped cruise missiles and free-fall weapons; the continued need for manned combat aircraft and adding the Army and Navy to the Air Force’s Collaborative Combat Aircraft program; the wisdom of erecting a “Golden Dome” air and missile defense system over the United States; the problematic nature of Defense Secretary Pete Hegseth’s order that the National Security Agency stop planning and executing offensive cyber operations against Russia; the Trump administration’s betrayal of Ukraine and drive to end the war on Russia’s terms; whether Kyiv can continue to fight when Washington cuts aid and Moscow ramps up military pressure; prospect that Taiwan may be part of a “grand bargain” Trump seeks with China and how increasing defense spending to 3 percent of GDP could give Taipei a reprieve; the impact of the firings of top officers and who might replace Adm. Lisa Franchetti as Chief of Naval Operations after the service’s first female leader was recently sacked.…

Defense & Aerospace Report

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DEFAERO Daily Pod [Mar 03, 25] Week in Review & Byron Callan’s Week Ahead 54:35

hace 11 días54:35

54:35

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.…

Defense & Aerospace Report

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Defense & Aerospace Report Podcast [Mar 01, ’25 Business Report] 1:03:04

hace 11 días1:03:04

1:03:04

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.…

Defense & Aerospace Report

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Defense & Aerospace Report Podcast [Washington Roundtable Feb 28, ’25] 1:00:42

hace 13 días1:00:42

1:00:42

On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend now with the Center for a New American Security, and former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss GOP lawmakers move toward a budget resolution and reconciliation measure as defense hawks work to boost Pentagon spending; prospects fora full-year continuing resolution; the race to redirect 8 percent from DoD spending a year for five years to the administration’s new priorities; President Trump’s firings of the former Chairman of the Joint Chiefs of Staff Gen. CQ Brown, the former Chief of Naval Operations Adm. Lisa Franchetti, the Vice Chief of the Air Force Gen. Jim Slife and the three military service judge advocates general; Elon Musk and his team continue to terrorize federal workers; Washington sides with Beijing, Pyongyang and Minsk by voting against a UN measure blaming Russia for the war against Ukraine as Washington extorts gas, oil and rare earths concessions from Kyiv without extending security guarantees; the suggestion that a neutral Ukraine will ensure peace; Trump’s bizarre Gaza video as the first phase of hostage and prisoner exchanges end between Israel and Hamas.…

Defense & Aerospace Report

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Defense & Aerospace Air Power Podcast [Feb 27, 25] Season 3 E08: The Big Show 49:16

hace 13 días49:16

49:16

With the start of a new administration, airpower advocates are presenting their ideas for the future force. Retired Lieutenant General David Deptula, Dean of The Mitchell Institute for Aerospace Studies, joins us to detail that organization’s recommendations. And John Tirpak of Air and Space Forces magazine helps preview next week’s AFA Warfare Symposium. Plus, we have headlines in airpower. All powered by GE!…

Defense & Aerospace Report

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Defense & Aerospace Technology Report [Feb 26, 25] Bryan Clark on Proposed Missile Shield 36:35

hace 14 días36:35

36:35

On today’s Technology Report, Bryan Clark, the director of the Center for Defense Concepts and Technology at the Hudson Institute think tank, joins Defense & Aerospace Report Editor Vago Muradian to discuss President Trump’s plan to build an “Iron Dome” over America to defend against air and missile threats; what would be required to protect the nation; what areas would be protected and where not; how much such a system would cost; how effective it would be; the tradeoffs Americans would have to make in terms of diminished connectivity as bandwidth is shifted from commercial wireless cell and data services are shifted to powerful air and missile defense radar installations nationwide; and how adversaries would adapt to these new defense systems, including through novel means of delivering nuclear weapons including long-range unmanned underwater systems.…

Defense & Aerospace Report

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DEFAERO Strategy Series [Feb 25, 25] Evelyn Farkas & Eugene Rumer on the Latest Global Headlines 35:01

hace 16 días35:01

35:01

On today’s Strategy Series program, sponsored by General Atomic Aeronautical Systems, Dr. Evelyn Farkas, a former Pentagon Europe and Russia chief during the Obama administration who is now the executive director of McCain Institute at Arizona State University, and Dr. Eugene Rumer, a former national intelligence officer for Russia and Eurasia on the National Intelligence Council who is now the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, join Defense & Aerospace Report Editor Vago Muradian to discuss President Trump’s drive to end the Ukraine war including voting against a UN resolution blaming the war on Russia; how the betrayal of Ukraine and shakedown of Kyiv for its natural resources is resonating worldwide; how smaller nations can stand up to Russia and China without US help; worries across Asia as nations worry Trump’s “grand bargain” with China will jeopardize their security; takeaways from the HFX Taipei forum 20-21 Feb. in the Taiwanese capital; how Putin’s “win” in Ukraine change the Russian leader’s popularity at home; and an update on the war.…

Defense & Aerospace Report

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DEFAERO Daily Pod [Feb 24, 25] Trump Week Five & Byron Callan’s Week Ahead 45:34

hace 16 días45:34

45:34

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.…

Defense & Aerospace Report

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Defense & Aerospace Report Podcast [Feb 23, ’25 Business Report] 58:31

hace 17 días58:31