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Defense & Aerospace Report
Author: Defense & Aerospace Report, sponsored by Bell
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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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On today’s Land Warfare Series program, sponsored American Rheinmetall, Dan Roper, a retired US Army colonel who is now the director of national security studies at the Association of the United States Army’s Land Warfare Institute, joins Defense & Aerospace Report Editor Vago Muradian to discuss the expected messages that Army leaders will delivery at the association’s annual meeting and tradeshow next week in Washington, DC; the programs the force will need to execute operations worldwide; learning the right lessons from the Ukraine war as well as from the Cold War, Afghanistan and Iraq; keys countering thoughtful and agile adversaries; novel approaches to fighting in highly contested battlefields; why size matters for military forces in an era when conflict could both erupt quickly and escalate rapidly; and why precision and good leadership are vital. Our coverage of AUSA is sponsored by Lockheed Martin.
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 government shutdown and how long it will last; how this showdown might be different than earlier ones; why Wall Street’s reaction is muted; interesting the latest government data; how messaging the meeting President Trump Defense Secretary Pete Hegseth could impact on programs and allied cooperation; takeaways from AeroVironment’s investor day; developing a drone supply chain that’s free of Chinese components; KBR’s spin; and a look at the week ahead.
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street’s rally to new highs even as US jobs growth continues to slow and Washington shuts down for what could be a protracted closure; German Defense Minister Boris Pistorius’ comments that Berlin will play a bigger state role in the nation’s defense industries; Poland’s planned record bond sales to address mounting debt; Russia’s continued provocations including closing Munich airport twice in 24 hours; the CA-1 Europa unmanned combat aircraft by Germany’s Helsing; what a transition to full-rate production mans for Lockheed Martin’s F-35 Lighting II fighter; Thailand order for Airbus A330 Multirole Tanker and Transport Aircraft and Indonesia’s purchase of T-50 aircraft from Korean Aerospace; the drop in Palantir stock after a Reuters report that the Army command and control system the company is developing with Anduril has security flaws; GE Aerospace’s share price drop after labor deal as investors wait for the terms that will end the nine-week strike by Boeing machinists in St Louis; the Federal Aviation Administration’s decision to return some certification duties to Boeing that were taken away from the company in 2019 after the crash of two Max jetliners as the company admits the 777x jetliner will be delayed until 2027; and Play Airlines becomes the second Low-cost Icelandic carrier to fold in six years.
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, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss how long the US government shut down will last and the political dynamics that will shape its length and contours as the Trump administration uses the crisis to punish its enemies and fire more government workers; President Trump and his Defense Secretary Pete Hegseth’s campaign against the military brass at an unprecedented meeting of senior uniformed leaders in Virginia that was as much Hegseth’s drive for a new warrior ethos as to define himself as the president’s successor and continue driving a wedge between senior military leaders and their more troops; the US strategy in Asia the administration continues to develop its national security and defense strategies and tapped former Pacific Air Forces commander Gen. Kenneth “Cruiser” Wilsbach as the next Air Force chief of staff; Russia’s continued drone flights over Europe — including from a cargo ship — threats to undersea cables and ever bigger attacks on Ukraine as the White House now says it will provide Ukraine with targeting data to strike deep into Russian territory as some worry the disclosure is more about pressuring Moscow rather than helping Kyiv; Japan and Australia’s announcement of deeper defense ties as Tokyo and Canberra worry about US reliability in the region; Washington’s strategic pact with Qatar; Europe’s “SnapBack” sanctions on Iran; and the president’s 21-point plan to end fighting in Gaza. central to which is Hamas laying down its arms.
We’ve heard the case for making the US Air Force bigger. But a couple of defense thinkers have a new report on how it can operate better. Do the ideas hold up? What gets cut? The Hudson Institute’s Bryan Clark joins us to explain. And we’ll have this week’s headlines in airpower. Powered by GE!
On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference Jan 27-28, 2026, in Washington, sponsored by Clarion Defence, Dr Keith Dear, the founder and CEO of British AI firm Cassi, joins Defense & Aerospace Report Editor Vago Muradian to discuss the speed with which AI is evolving; how society and militaries need to prepare for an artificial general intelligence age; the importance of sovereign AI capability; role in military operations; importance of human control over autonomous weapons; and more. To learn more about the Apex conference, sponsorship and attendance opportunities please visit apexdefense.org
On today’s Land Warfare Series program, sponsored American Rheinmetall, Maj. Gen. Tom Feltey, the commander of the US Army’s 1st Cavalry Division at Fort Hood, Texas, joins Defense & Aerospace Report Editor Vago Muradian to discuss Ukraine war lessons that are helping shape the future of ground combat and his force; how to fight on an increasingly transparent and highly contested battlefield; the transition from a brigade- to a division-centric force; capabilities needed to fight in Europe, the Middle East and the Indo-Pacific; the importance of modernized version of existing platforms like the M1 tank to a new generation of capabilities like the MV-75 tilt rotor and MX30 combat vehicle; role of small, medium and large unmanned vehicles in the air and on the ground; the importance of better coordinating firepower of greater precision, mass and layered range; and the logistical approach needed to sustain US and allied forces under fire.
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 implications of what could be a prolonged government shutdown should President Trump and congressional leaders not be able to strike a deal; the president’s shift on Ukraine and whether Europe can deter Russia without the United States; prospect of military action against Venezuela and drug operations in Latin America, and how criminal organizations could respond against the United States and its interests; takeaways from the Air Force Association’s annual Air, Space & Cyber conference and tradeshow; and a look at the week ahead.
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street ended the week slightly down as a protracted US government shutdown looms; President Trump reversed course saying that with European help he now thinks Ukraine can win back its territory, suggesting America won’t block assistance to Kyiv as Moscow ramps up its attacks; France latest debt downgrade as the French, German, Spanish and Belgian effort to develop a new generation of combat aircraft hits its latest snag — as an increasingly frustrated Germany reconsiders its participation, Dassault’s CEO Eric Trappier again makes clear Berlin is welcome to leave the program, a stance that Hensoldt CEO Oliver Dörre said he found “bizarre,” but added that the sophisticated avionics his company and Spain’s Indra are developing for the SCAF program would find other buyers; Commerce Secretary Howard Lutnick’s proposal to revamp the US H-1B visa process that allows skilled foreign talent to work in America would cost $100,000 — up from a few thousand — and whether it will achieve the aim of deterring skilled immigrants from coming to the United States and if so, where they talent will flow; Boeing and its unionized St Louis workers will meet next week to discuss ending the nearly two month strike; and news from the Air Force Association’s otherwise quiet Air Space and Cyber conference and tradeshow including Honeywell and Pratt & Whitney’s small jet engines for unmanned collaborative combat aircraft, the acceleration of Northrop Grumman’s B-21 Raider bomber program, and Air Force interest in a stealthy next generation tanker, if the service can find the money to develop and buy it in the wake of pressing ahead with the F-47 fighter program led by Boeing.
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, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the near certainty of a government shutdown on Sept 30 after President Trump cancelled a planned meeting with the Senate and House monitory leaders; the president’s about face on Ukraine at the UN, saying he now thinks Kyiv can take back all its territory from Russia; European leaders made clear that any future Russian incursions into their airspace will be met with force as Russia’s ambassador to France threatens Europe with war if Russian planes are attacked; German officials said two of their military satellites were tracked by Russia; Defense Secretary Pete Hegseth gives US US military commanders 96 hours to convene in Virginia for a meeting in part to discuss the administration’s upcoming National Security and National Defense Strategies; four Japanese fighter planes arrive in Europe to support NATO on the first ever deployment of its kind; Australian Prime Minister Antony Albanese to visit Washington Oct 20; the implications of Britain, France and nation’s worldwide recognizing a Palestinian state as Israel presses ahead with its operation in Gaza.
The Air and Space Forces Association’s Air, Space & Cyber Conference is where airpower headlines come from. We get into the future of air mobility with Lockheed Martin, counter-UAS details with Honeywell, and more. Powered by GE!
Dr. Jim Lewis, a distinguished fellow with the Tech Policy Program at the Center for European Policy Analysis, and 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 as well as a Cyberspace Solarium Commission senior adviser, joins Defense & Aerospace Report Editor Vago Muradian to discuss Russia’s recent cyber attacks on European airports as well as drone attacks and fighter incursions on NATO members; how allies must respond; outlook for TikTok in the United States; and reauthorization of the Cybersecurity and Infrastructure Security Agency.
On today’s Strategy Series program, sponsored by General Atomic Aeronautical Systems, Andrea Kendall-Taylor and Jim Townsend of the Center for a New American Security join Defense & Aerospace Report Editor Vago Muradian to discuss the new report the co-authored with Kate Johnston and Greg Weaver — Understanding Russia’s Calculus on Opportunistic Aggression in Europe — including the core role of opportunism in Vladimir Putin’s strategic approach to undermine Russia’s adversaries; the reality that NATO nations may be forced to defend the alliance without help from the United States should a crisis in the Indo-Pacific force Washington to shift focus from Europe to Asia; capability areas where the alliance’s European members rate well and where more work is required; how Europe can step up capabilities indigenously especially if America decided against selling weapons to bolster its own depleted stocks; how NATO must respond to Russia’s mounting provocations and how it can respond when US support is now conditional; roles China, Iran and North Korea can play to advance Russia’s interests in Europe; and need to support Ukraine and critical role Kyiv can play in bolstering European capabilities.
On today’s 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 latest headlines and looks at the week ahead.
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another record setting week on Wall Street as the Federal Reserve cut borrowing rates as expected over worries about the US jobs market; a Financial Times report that a week after British, Italian and Japanese officials hinted that there could be room for Germany and Spain in the British-Italian-Japanese Global Combat Air Program, Germany is considering dropping out of the SCAF program to develop a new family of air systems over frustrations with France and its leading contractor Dassault Aviation; a report in The Atlantic that Denmark decided to pick Europe’s SAMP-T air and missile defense system over the US Patriot system in part because Washington lost interest in the deal to bolster its own depleted weapons stocks; Rheinmetall’s acquisition of the military arm of shipbuilder Lürssen; Ankara’s interest in US fighter aircraft as Turkish President Recep Tayyip Erdogan prepares to visit the White House on Sept. 25; the vote by Boeing’s unionized machinists in St Louis to approve a contract proposed by the union that the company already rejected; and the legacy of aviation legend Sergei Sikorsky, son of helicopter inventor Igor Sikorsky, who passed away on Sept. 18 at age100.
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, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss Senate’s decision to put consideration of the National Defense Authorization Act on hold as the House Appropriations Committee developed a seven-week stopgap funding measure to avert a government shutdown that is looking increasingly likely; the House’s new committee to investigate those who investigated the Jan. 6, 2021, insurrection; the Senate’s “nuclear option” to confirm 48 of President Trump’s nominees; the president becomes the first elected official ever to be hosted twice by a British monarch, reaffirming the special relationship plus economic deals, but little progress on Ukraine; as the administration refines its National Security Strategy to prioritize homeland defense and reduce US forces in Europe, Washington continues to stall NATO action against Russia after its drone attacks on the alliance as Japan deploys fighter planes to support NATO; while in London, the president also said that he wants the United States to take back Bagram Air Base in Kabul; expectations as Trump spoke with Xi Jinping on Friday morning after the White House blocked $400 million in military aid to Taiwan and members of the President’s Intelligence Advisory Board met with Taiwan’s defacto ambassador to the United States, Alexander Yui; Beijing’s annual Xiangshan Forum as China warns Papua-New Guinea against signing a security pact with Australia; ongoing US Navy operations against drug runners in the Caribbean; America’s decision to back away from Syrian Kurds as Israel backs Syria’s Druze community; the mutual defense agreement between Pakistan and Saudi Arabia; and Israel’s operations in Gaza as well as in the West Bank as a Prime Minister Binyamin Netanyahu seeks autarky in defense equipment.
What will USAF leadership say at the Air and Space Forces Association’s Air, Space and Cyber Conference? What won’t they? And just what is going on in the Air Force, anyway? We preview this year’s show with Todd Harrison of the American Enterprise Institute and Air and Space Forces magazine’s John Tirpak. Plus this week’s airpower headlines. Powered by GE!
Luke Savoie, the president and CEO of Elbit America, joins Defense & Aerospace Report Editor Vago Muradian to discuss how the Pentagon is moving to accelerate the delivery of capabilities; the keys to agility and speed; the prospect that the US government will acquire stakes in contractors if they accept Pentagon development funding; the company’s top markets; the future of border control systems and technologies; how to integrate border control technologies with the administration’s top priority Golden Dome air and missile defense system; merger and acquisition outlook; and what to expect at both the Air Force Association’s Air, Space & Cyber tradeshow and the Association of the United States Army’s annual meeting.
On today’s Strategy Series program, sponsored by General Atomic Aeronautical Systems, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer, the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, join Defense & Aerospace Report Editor Vago Muradian to discuss details of Russia’s drone attacks on Poland, Romania and Moldova — the first and largest such attack against the alliance; how the alliance can respond given President Trump’s conditioning of US support on all alliance members agreeing to halting energy purchases from Russia and imposing penalties on China; the changing nature of Russia’s ever larger attacks on Ukraine; the joint Russian-Belorussian Zapad 2025 exercises and how Moscow and Minsk are working to improve capabilities; whether the exercise is cover for potential future action against NATO given how Russia used past Zapad exercises to pre-position forces and equipment for the 2022 attack on Ukraine; the implications of US military observers at Zapad; and whether Washington’s engagement with Minsk will change Belarus’ alignment with Russia.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners and Chris Servello, the co-host of our Cavas Ships podcast joins Defense & Aerospace Report Editor Vago Muradian to discuss the latest headlines and looks at the week ahead.