Defense & Aerospace Report

Defense & Aerospace Daily Podcast [Jun 22, 2026] Look Ahead w/ Byron Callan

37 min · 22. juni 2026
episode Defense & Aerospace Daily Podcast [Jun 22, 2026] Look Ahead w/ Byron Callan cover

Description

On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss what’s next now that Washington and Tehran have agreed to a 60-day ceasefire; a look at the US defense budget outlook as House and Senate Armed Services Committees finish their version of the National Defense Authorization Act, House defense appropriators finish their mark, and lawmakers await an Iran war supplemental and ponder the fate of the $350 billion Reconciliation 3.0 for the Pentagon; defense stock valuation drivers; takeaways from the Eurosatory ground warfare exhibition and conference last week in Paris; role of increasingly sophisticated Ukrainian, Turkish, and South Korean firms in Europe’s rearmament; whether Washington’s export control reforms and calls for deeper cooperation will entice European nations alienated by the administration’s rhetoric; and a look at the week ahead in Washington and behind.

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