Defense & Aerospace Report

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Podcast by 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.

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episode DEFAERO Strategy Series [May 06, 25] 'Skinny-Budget' Preview w/ Mark Montgomery artwork
DEFAERO Strategy Series [May 06, 25] 'Skinny-Budget' Preview w/ Mark Montgomery

On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Mark Montgomery, a retired US Navy rear admiral who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and a senior adviser on the bipartisan Cyberspace Solarium Commission, joins Defense & Aerospace Report Editor Vago Muradian to discuss reconciliation, the Trump administration’s “skinny” $1 trillion defense budget request, prospects the measure will pass Congress given the White House’s proposed $164 billion in proposed discretionary spending cuts, the importance of soft power investments including the Voice of America, Rafio Free Europe and Radio Free Asia in countering Russian and Chinese disinformation worldwide, aid programs to advance US interests, and an update on the Ukraine war.

Eilen - 38 min
episode DEFAERO Daily Pod [May 05, 25] Byron Callan’s Week Ahead artwork
DEFAERO Daily Pod [May 05, 25] Byron Callan’s Week Ahead

On this week’s Look Ahead Podcast, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian discuss the Trump administration’s proposed $1 trillion “skinny” budget request; gauging tariff impacts as President Trump constantly shifts his stance; transformation at the Pentagon as Army shifts resources; outlook for Ukraine war; takeaways from Modern Day Marine; and a look at the week ahead.

05. toukok. 2025 - 29 min
episode Defense & Aerospace Report Podcast [May 04, ’25 Business Report] artwork
Defense & Aerospace Report Podcast [May 04, ’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 another up week on Wall Street allowed investors recoup losses since President Trump’s unprecedented tariffs, but strategists warn conditions for sustained growth don’t exist; the administration proposed “skinny budget” to boost defense spending by 13 percent to $1 trillion; China’s openness to tariff talks as Britain’s Chancellor Rachel Reeves calls on Washington to make a deal; frustrated Boeing’s delays on new Air Force Ones, Trump asks L3Harris to convert a former Qatari royal family 747-8 as an interim measure; Washington approves a $350 million deal with Ukraine for F-16 maintenance and training as the CIA’s former director of operations Ralph Goff says that the Biden administration gave Ukraine enough weapons not to lose but not enough to win against Russia; Airbus, AeroCap, Albany International, Bombardier, Crane, Garmin, HEICO, HII, Howmet, Leonardo DRS, and Rolls-Royce report earnings; Boeing’s decision to sell its Jeppeson unit to Thoma Bravo and what it means for the commercial airplane giant’s acquisition of Spirit AeroSystems; and a $3.5 billion missile sale to Saudi Arabia as the president prepares to visit Riyadh, Qatar and the UAE.

04. toukok. 2025 - 51 min
episode Defense & Aerospace Report Podcast [Washington Roundtable May 02, ’25] artwork
Defense & Aerospace Report Podcast [Washington Roundtable May 02, ’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 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 Trump administration’s proposed $1 trillion defense budget — a 13 percent increase over current spending — that according to a Bloomberg report prioritizes the Golden Dome missile defense project, shipbuilding and nuclear modernization, border security and a 3.8 percent military pay raise; House deliberations on $150 billion defense reconciliation package; Trump’s declining popularity and it’s impact on GOP lawmakers; continued disarray among Democrats; Trump’s decision to fire National Security Adviser Tim Waltz and replace him with Secretary of State Marco Rubio — who will perform both jobs as Waltz will become America’s next UN ambassador; China’s decision to accept US offers to negotiate on tariffs, but ask White House to ease 145 percent customs duties on Chinese goods as a good will gesture; Washington and Kyiv finish a rare earth elements deal with Treasury Secretary Scott Bessent pledging that Ukraine will remain sovereign and prosperous and that Russian entities that participated in the war wouldn’t be rewarded; opposition to Trump propelled Mark Carney to victory in Canada and may help Antony Albanese stay in office in Australia; Britain’s Reform Party takes historically Labor seat in by elections; Israel’s two strikes on Syria; and the deadly explosion at Iran’s Bandar Abbas oil complex.

02. toukok. 2025 - 57 min
episode Defense & Aerospace Air Power Podcast [May 01, 25] Season 3 E17: Drone, Drone on the Range artwork
Defense & Aerospace Air Power Podcast [May 01, 25] Season 3 E17: Drone, Drone on the Range

The US Air Force is building an uninhabited future with its collaborative combat aircraft. There’s been a lot of focus on their capabilities and procurement, but not so much on how to keep them effective in the fight. Mark Gunzinger, Director of Future Concepts and Capability Assessments at the Mitchell Institute, joins us to fill in that critical blank. Plus other headlines in airpower. All powered by GE!

01. toukok. 2025 - 45 min
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