Defense & Aerospace Report

Defense & Aerospace Daily Podcast [Jun 15, 2026] Look Ahead w/ Byron Callan

33 min · Gisteren
aflevering Defense & Aerospace Daily Podcast [Jun 15, 2026] Look Ahead w/ Byron Callan artwork

Beschrijving

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 the prospect of a ceasefire deal between Washington and Tehran, including best and worst scenarios; the need for investment in drones as well as manned platforms; the House Armed Services Committee’s $1.15 trillion 2027 National Defense Authorization Act as House appropriators mark to $1.07 trillion; dim outlook for the $350 billion Reconciliation 3.0 for the Pentagon; President Trump’s planned meeting with top US defense executives to accelerate weapons production to restock depleted stocks; and the SpaceX initial public offering and defense capital market.

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aflevering Defense & Aerospace Daily Podcast [Jun 15, 2026] Look Ahead w/ Byron Callan artwork

Defense & Aerospace Daily Podcast [Jun 15, 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 the prospect of a ceasefire deal between Washington and Tehran, including best and worst scenarios; the need for investment in drones as well as manned platforms; the House Armed Services Committee’s $1.15 trillion 2027 National Defense Authorization Act as House appropriators mark to $1.07 trillion; dim outlook for the $350 billion Reconciliation 3.0 for the Pentagon; President Trump’s planned meeting with top US defense executives to accelerate weapons production to restock depleted stocks; and the SpaceX initial public offering and defense capital market.

Gisteren33 min
aflevering Defense & Aerospace Report Podcast [Jun 14, ’26 Business Report] artwork

Defense & Aerospace Report Podcast [Jun 14, ’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 Wall Street’s rebound despite inflation hitting its highest mark since 2022 propelled in part by SpaceX’s Initial public offering; President Trump’s claim to a ceasefire deal to immediately open the Strait of Hormuz as Iran says more time is needed and Israel says it’s not party to any agreement; president’s planned meeting next week at the White House to meet with top US defense executives accelerate weapons production refill stocks depleted by continuous military operations and support for Ukraine and Israel; the House Armed Services Committee moves to back the Trump administration’s 2027 budget request at $1.15 trillion, but House appropriators mark the measure at $1.07 trillion as consensus grows that reconciliation measure to add $350 billion to the Pentagon budget is unlikely, setting up the prospect of jamming $1.15 trillion of spending into $1.15 trillion in available funding; implications of planned US cuts to forces available to NATO including fighter, reconnaissance and tanker aircraft, bombers, a ballistic missile submarine and warships including an aircraft carrier as alliance members remain unable to unite to compensate for Washington’s pull back; the unraveling of the Franco-German SCAF next generation combat air systems effort with Spain and Belgium at the Berlin Air Show; Germany is now said to be eying participation in the Global Combat Air Program led by Britain and including Italy and Japan as reports suggest London’s funding for marquee effort is shaky; the resignations of British Defence Secretary John Healey and Armed Forces Minister Al Carns to protest Prime Minister Keir Starmer’s inability to bolster defense spending as Japanese officials reportedly expressed frustration at Britain’s funding levels for the program; and more tensions between France and Germany at the Eurosatory ground warfare exhibition in Paris next week.

14 jun 202659 min
aflevering Defense & Aerospace Report Podcast [Jun 12, ’26 Washington Roundtable] artwork

Defense & Aerospace Report Podcast [Jun 12, ’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 Senate markup of its version of the National Defense Authorization Act as House appropriators unveil their $1.07 trillion defense spending measure; as lawmakers pass Reconciliation 2.0 that funds President Trump’s immigration efforts, Sens. Mitch McConnell, R-Ky., and Susan Collins, R-Maine, see dim prospects for the $350 billion Reconciliation 3.0 plus up for the Pentagon; how the administration and lawmakers can pack $1.5 trillion in planned spending into a smaller funding package; the future of the Foreign Intelligence Surveillance Act; the president’s decision to tap US attorney Jay Clayton as the next Director of National Intelligence; what’s next for the Iran war as Trump declares a deal involving Tehran and Jerusalem is imminent, a stance Iran and Israel deny; as Russia escalates its provocations against Europe, Washington prepares deep cuts to US capabilities for NATO, including cuts to fighter, bomber, reconnaissance, and refueling aircraft as well as a missile sub and warships including an aircraft carrier as NATO’s Supreme Allied Commander Gen. Alex “Grinch” Grynkewich tells a European audience that “Russia is not looking for a conflict;” British Defence Secretary John Healey and Armed Forces Minister Al Carns resigned to protest Prime Minister Sir Keir Starmer’s unwillingness to increase defense spending to bolster the country’s flagging military capabilities; Starmer visits Tokyo where officials express frustration that Britain is underfunding the Global Combat Air Program that includes Japan and Italy; Japan and South Korea work increasingly closely with Europe with the Takaichi to expand her tour of Europe during the upcoming G7 meeting; China continues to salami slice in South China Sea and arrests US citizen Min Zin, testing its detente with Washington; and Xi Jinping’s visit to Pyongyang bolstered Kim Jong Un’s nuclear hand.

12 jun 20261 h 7 min
aflevering DEFAERO Strategy Series [Jun 10, 26] Retired Admiral Mark Montgomery artwork

DEFAERO Strategy Series [Jun 10, 26] Retired Admiral Mark Montgomery

On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Mark Montgomery of the Defense of Democracies and a Cyberspace Solarium Commission senior adviser joins Defense & Aerospace Report Editor Vago Muradian to discuss the first ever rescue of two US Army aviators shot down in the Strait of Hormuz by an unmanned surface vehicle and whether the US military is ready for the tactical, operational and strategic implications of an increasingly AI-enabled force; the impact of AI on how military members think and work; the right balance for the government in encouraging and enabling AI adopting while protecting against vulnerabilities it could cause; how the government needs to structure vetting of AI models; ensuring US access to the chips that are vital to the burgeoning AI ecosystem; the Trump administration’s approach to Taiwan and how to improve interoperability with the island democracy; and the changing dynamics of Russia’s war on Ukraine.

10 jun 202640 min