Defense & Aerospace Report

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

37 min · Ayer
Portada del episodio Defense & Aerospace Daily Podcast [Jun 22, 2026] Look Ahead w/ Byron Callan

Descripción

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

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

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.

Ayer37 min
Portada del episodio Defense & Aerospace Report Podcast [Jun 21, ’26 Business Report]

Defense & Aerospace Report Podcast [Jun 21, ’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 Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a Wall Street rally after Washington and Iran struck a 14-point deal that reopens the Strait of Hormuz; takeaways from the G7 meeting that endorsed Ukraine’s sovereignty and imposed new sanctions on Russia and Defense Secretary Pete Hegseth’s announcement of a six-month review of US forces detailed to NATO; Britain’s decision to develop ITAR-free strike missiles and what’s next now that Manchester Mayor Andy Burnham was elected to Parliament; analysis of the Eurosatory land systems show in Paris where Ukraine seized the spotlight as an innovative and capable supplier; L3Harris delivery to the US Air Force of a former Qatari royal aircraft modified to serve Air Force One — as the VC-25B “Bridge” aircraft — until Boeing delivers two new purpose-built presidential aircraft; the Air Force’s award of six-year contracts to both Anduril and General Atomics Aeronautical Systems to develop and delivery their Increment One versions of the Collaborative Combat Aircraft; Boeing’s withdrawal from the US Navy’s competition for a new training aircraft to replace the T-45 Goshawk, leaving Leonardo and Beechcraft to compete against Sierra Nevada with Northrop Grumman and General Atomics; Dassault’s Falcon 10X business jet makes its first flight; and after 10 years of research, Qantas took delivery of new Airbus 350-1000 jetliners that allow the carrier to launch more than 20-hour nonstop flights from Sydney to New York and London includes lighting and wellness features to attract passengers.

21 de jun de 20261 h 3 min
Portada del episodio Defense & Aerospace Report Podcast [Jun 19, ’26 Washington Roundtable]

Defense & Aerospace Report Podcast [Jun 19, ’26 Washington Roundtable]

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 DoD Europe chief Jim Townsend of 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 appropriations process as the Senate Armed Services Committee finishes its version of the National Defense Authorization Act and the outlook for reconciliation and an Iran war supplemental; prospects for the Foreign Intelligence Surveillance Act after President Trump directed his nominee to become the next Director of National Intelligence, US attorney Jay Clayton, to skip his confirmation hearing clearing the way for housing chief Bill Pulte to serve in an acting capacity; Washington and Tehran’s 14-point ceasefire memorandum of understanding giving the two sides 60-days to negotiate a lasting deal that reopens the Strait of Hormuz that lawmakers and Israel blast as too generous toward Iran; Vice President Vance’s warning to Jerusalem; G7’s support for Ukraine’s territorial integrity and impose more sanctions on Russia as Britain and France organize nations for a military mission to restore traffic through the strait; Defense Secretary Pete Hegseth launches another broadside at the alliance as Washington considers withdrawing key withdrawing air and naval capabilities; South Korean President Lee Jae Myung’s invitation for Trump to lead a peace talks with North Korea; Beijing’s ability to strike Australia; and the Pentagon’s decision to change the US Indo-Pacific Command back to the US Pacific Command.

19 de jun de 202658 min
Portada del episodio Defense & Aerospace Daily Podcast [Jun 17, ’26] Franz-Stefan Gady on Why It's so Hard to Judge Progress or Advantage in Modern Conflict

Defense & Aerospace Daily Podcast [Jun 17, ’26] Franz-Stefan Gady on Why It's so Hard to Judge Progress or Advantage in Modern Conflict

On this Land Warfare episode, sponsored by American Rheinmetall, Franz-Stefan Gady, a defense analyst and consultant in Vienna who is also an adjunct fellow with Center for a New American Security think tank and author of several books including his newest, “Surprise Attack: When War Comes to Us” available in German and “How the United States Would Fight China,” joins Defense & Aerospace Report Editor Vago Muradian to discuss the latest on the Ukraine war; why it’s hard to judge progress or advantage in the conflict; lessons European powers should be learning from the conflict as they seek to bolster their land forces; how the war will change the design land vehicles and how they are employed in concert with unmanned air capabilities; why Russia remains a threat to Europe despite the bloodying it’s taken in Ukraine; and the applicability of Ukraine lessons to the Indo-Pacific;

17 de jun de 202638 min