Defense & Aerospace Report Podcast [Nov 24, ’24 Business 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 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.