Defense & Aerospace Report

Defense & Aerospace Report, sponsored by Bell
Defense & Aerospace Report

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. 4D AGO

    Defense & Aerospace Report Podcast [Apr 13, ’25 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 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prepares to borrow more money as lawmakers seek to raise America’s borrowing to cover a massive tax cut package; Delta rescinded its guidance in the fact of uncertainty; Defense Secretary Pete Hegseth’s decision to cancel $5 billion in services contracts; the outlook for US services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.

    1h 2m
  2. 6D AGO

    Defense & Aerospace Report Podcast [Washington Roundtable Apr 11, ’25]

    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 the crash in worldwide markets and the US bond market in the wake of President Trump’s tariffs; how an unprecedented US bond selloff and spike in US borrowing rates drove the president to freeze tariffs for 90 days, but raise tariffs on China and demand Beijing call him to make a deal; instead, China retaliated by imposing tariffs on American goods and blocking rare earth mineral exports, stressing they will win a trade war and any other kind of war with America; Republicans lawmakers are driving a $5 trillion tax cut package just as US borrowing rates are going up; Defense Secretary Pete Hegseth cancelled $5 billion in contracts and fired the commander of the Pittufik Space Base for allegedly criticizing Vice President Vance as the administration steps up secret planning to acquire Greenland; recommendations for Lt Gen Dan Caine as the Senate confirms the US Air Force officer as the nation’s next chairman of the joint chiefs; Ukraine surges war production and says it captured Chinese soldiers fighting for Russia; and Bibi Netanyahu visits Washington where he is pressured by Trump to not attack Iran and end the Gaza war and Israeli forces cut aid and work for drive Gazans out of the enclave.

    58 min
4.2
out of 5
123 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.

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.

Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada