Defense & Aerospace Report

Defense & Aerospace Report, sponsored by Bell

Welcome to the Defense and Aerospace Report podcast, our weekly podcast on the global defense and aerospace business sponsored by Bell, and hosted by Defense & Aerospace Report Editor Vago Muradian. Each week, we’ll bring you interviews with industry leaders and the business’ best analysts to put events in context, identify trends and keep an eye on what’s next in a fast-moving world. Defense & Aerospace Report is your global source for national security and aerospace news, thought leadership and analysis, founded and edited by Vago Muradian.

  1. 3D AGO

    Defense & Aerospace Report Podcast [Mar 15 ’26 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 more Wall Street turbulence as the US-Israel war on Iran drives up energy prices and a weaker than expected US employment figures and fourth quarter 2025 economic growth; oil prices edge higher despite releasing 400 million barrels from reserve stocks and US decision to life Russia energy sanctions for 30 days; impact of higher oil prices on air travel and commercial carriers; how more Russia energy revenue will impact Moscow’s war on Ukraine; Kyiv and European allies scramble for more air and missile defenses in midst of Iran war demands; Trump administration calls on allies to help to escort tankers through the Strait of Hormuz; White House’s so-called section 301 investigations into some 60 countries including China, the EU, Britain, Brazil, India, Japan, Mexico, Russia, South Korea, and Vietnam as the administration seeks new ways to impose tariffs after Supreme Court’s ruling last month; economic news to expect from Trump’s trip to Beijing next month; Canada’s plan to invest $24 billion in Arctic security to bolster the country’s northern bases; US Army’s unprecedented $20 billion multi-year award to Anduril for hardware, software, infrastructure, and services in lump sumps without smaller contracts in the name of accelerating acquisition and reducing bureaucracy; India’s interest in replacing its 105 Antonov-32 transport planes; takeaways from Howmet’s investor day and the International Society of Transport Air Traders conference; and and a look at the surging Asia-Pacific defense market.

    57 min
  2. 5D AGO

    Defense & Aerospace Report Podcast [Mar 13, ’26 Washington Roundtable]

    On this week’s Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, Cavas Ships podcast co-host Chris Servello, former DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss prospects for a supplemental and reconciliation 2.0 spending packages as the US-Israel war on Iran spans into its third week; confusion about the nature of the mission after conflicting statements from senior administration officials; as energy prices soar in the wake of the war despite the release of an unprecedented 400 million barrels of oil from strategic reserves, Washington lifts sanction on Russian energy for 30-days; implications of lifting sanctions on Moscow as Russia continues its war on Ukraine; what it will take to ensure to normalize traffic through the Strait of Hormuz; France’s naval deployment to the Middle East where 400,000 of its citizens live; US shifts air and missile defenses from Australia and South Korea to the Gulf; new alignment between European nations and China over energy concerns; China’s 15th five-year plan as Xi Jinping prepares to meet with Trump in Beijing; Israel has steps up strikes against Hezbollah in Lebanon with more than 700,000 evacuating after being warned to leave their homes.

    1h 21m
3.3
out of 5
12 Ratings

About

Welcome to the Defense and Aerospace Report podcast, our weekly podcast on the global defense and aerospace business sponsored by Bell, and hosted by Defense & Aerospace Report Editor Vago Muradian. Each week, we’ll bring you interviews with industry leaders and the business’ best analysts to put events in context, identify trends and keep an eye on what’s next in a fast-moving world. Defense & Aerospace Report is your global source for national security and aerospace news, thought leadership and analysis, founded and edited by Vago Muradian.

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