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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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![Defense & Aerospace Air Power Podcast [Nov 21, 24] Season 2 E43: Incoming!](https://s3.castbox.fm/8f/d6/50/f3eda237df4dea2dd74ed9b43dc1e2fbc0_scaled_v1_400.jpg "Defense & Aerospace Air Power Podcast [Nov 21, 24] Season 2 E43: Incoming!")
With a new administration headed for power, we’re gathering recommendations for priorities in military aviation. This week, Mitchell Institute for Aerospace Studies executive director Doug Birkey. A little bit of Antiques Airshow. And the week’s top airpower headlines. All powered by GE!
![DEFAERO Strategy Series [Nov 20, 24] FDD's Mark Montgomery](https://i1.sndcdn.com/avatars-cRXZ2TRyMyRNWlYe-AiPx6A-original.jpg "DEFAERO Strategy Series [Nov 20, 24] FDD's Mark Montgomery"){kind=avatar}
On today’s Strategy Series program, 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 the executive director of the Cyber Solarium 2.0 project, discusses President Biden’s decision to allow Ukraine to fire US-made precision missiles into Russia, Vladimir Putin’s escalating nuclear threats and increasing Russian sabotage operations including suspected cutting of undersea cable between Finland and Germany, recommendations for the new administration on cyber as well as AI and science investment, the need for a stand-alone Cyber Force, the wisdom of Taiwan’s recent statement it would buy US destroyers and F-35 Lighting II fighters to curry favor with President-Elect Trump, and the problematic nature of the incoming administration’s reported plans against senior military officers.
On this innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next year in Washington, sponsored by Clarion Defence, retired Adm. Sir George Zambellas, the Royal Navy’s 100th First Sea Lord who now advises small innovative companies, discusses lessons from the Ukraine war, a “Darwinian” approach to the development of cutting edge technologies including AI without artificial constraints, the need to envision how adversaries will weaponize breakthrough technologies, determining the right balance between manned and autonomous systems, preparing the force to better exploit AI and autonomous capabilities, how allies and partners can work together in more competitive environment and where mutual trust is weakened and more with Defense & Aerospace Report Editor Vago Muradian. To learn more about the Apex conference, sponsorship and attendance opportunities please visit apexdefense.org
On today’s program, sponsored by HII, former Pentagon Europe chief Jim Townsend of the Center for a New American Security discusses President Biden’s decision to allow Kyiv to use US supplied weapons against Russia steps up strikes on Ukraine’s power grid and 50,000 Russian and North Korean forces entr the fray, whether the new weapons will change the course of the war that’s expected to end the day Donald Trump returns to the White House, and German Chancellor Olaf Scholtz’s phone call with Vladimir Putin; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses Trump’s picks for top jobs, the implications of the Department of Government Efficiency and deep cuts to spending as well as the federal workforce, takeaways from the Mitchell Institute’s Airpower Future Forum and the Naval Submarine League’s annual symposium, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
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 Wall Street’s year-long surge that’s showing signs of slowing as worries about the Department of Government Efficiency to trim federal spending by $2 trillion a year hits services companies, incoming administration fills top national security jobs as focus shifts to key Pentagon management and acquisition jobs, allies adjust to the new reality as Taiwan says it will spend more on defense and buy US destroyers and fighter jets it doesn’t need to curry favor with the incoming president, what Friedrich Merz will mean for Germany and Europe as Olaf Scholtz’s “traffic light” coalition collapses, Boeing jet production resumes, activist investor Elliott buys a $5 billion sake in Honeywell and demands the breakup of the nation’s last big conglomerate, air cargo market softens as worries grow that economy will slow, and the number of parked jets waiting for Geared Turbofan updates increases to 729.
On this week’s Defense & Aerospace Report Washington Roundtable, sponsored in part by Hanwha Defense USA, 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 join host Vago Muradian discuss Donald Trump’s cabinet picks including China hawks like Rep. Mike Waltz, R-Fla., and Sen. Marco Rubio, R-Fla., as well as controversial picks like Tulsi Gabbard, Rep. Matt Gaetz, R-Fla., and Fox host Pete Hegseth; whether House and Senate Republicans will agree to recess thereby allowing Trump’s nominees to take office without a conventional confirmation process; implications of proposed cull of senior military officers under effort to counter DEI and lack of “warrior” ethos; US allies and partners work to repostion themselves to curry favor with incoming administration including Taiwan’s preemptive proposal to boost defense including and buy US Aegis destroyers and F-35 fighters; Russia’s efforts to influence Trump; what’s next in the Middle East after Israeli leaders propose annexing of parts of West Bank and Saudi Arabia’s Mohamed bin Salman labels Israel’s actions as genocide and Qatar ends mediation role; and Elon Musk and Vivek Ramaswamy’s Department of Government Efficiency.
Airpower begins with airmen. An innovative US Air Force Reserve artificial intelligence system gets the right people into the jobs where they are most needed. Brigadier General Mike McGinley joins us to explain how the system, called GigEagle, makes the military more effective. And we have the week’s headlines in airpower. All powered by GE!
Andy Green, the president of HII’s Mission Technologies division, joins Defense & Aerospace Report Editor Vago Muradian to discuss his business’ growth including $12 billion in orders this year as a leading maker of unmanned underwater systems, and top US government provider of artificial intelligence and machine learning, as well as Live, Virtual Constructive Training; importance of Mission Technologies HII’s future growth and to offset revised shipbuilding outlook; how AI, ML and LVC technologies are helping improve the company’s performance on ship design, construction and repair; hiring and retaining top talent to continue growth and executing on growing awards; and some recommendations for the incoming administration on how to streamline acquisition processes to field capabilities more quickly.
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Peter Van Praagh, the president of HFX — the organizer of the annual Halifax International Security Forum that brings to better government, diplomatic, military, economic and civil society leaders each weekend before Thanksgiving in Halifax, Nova Scotia — discusses the implications of the re-election of former President Trump; the importance of US leadership and the case against isolationism; why it’s vital the international community continue to support Ukraine in its fight for survival; why a loss for Kyiv would be globally destabilizing including encouraging China to attack Taiwan; the importance of allies and partners and whether tariffs and caustic rhetoric could undermine key relationships; the power of disinformation to mobilize voters and citizens; the need for US leaders to make the case why democracy, internationalism and importance of allies; and a look at the agenda of the upcoming forum with Defense & Aerospace Report Editor Vago Muradian.
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss the Ukraine war as Russian redoubles efforts to make gains as President-election Trump vows to swiftly end the conflict, and whether Ukraine can survive without US assistance; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the impact of a new Trump administration on US national security, whether control of the White House and Congress increases the prospect for more defense spending or deep cuts as part of a government-wide effort to trim $2 trillion in spending, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
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 surging US markets Donald Trump’s election for a second term and another Federal Reserve rate cut as economists warn tariff wars would jeopardize a red hot economy; with Republicans in charge of the White House, the Senate and the House, rising hope that defense spending will increase significantly; worried about America’s reliability, Germany is considering killing its debt brake to boost military spending; in a signal of its own, Britain backs the Global Combat Aircraft Program with Italy and Japan even before it concludes its Strategic Defence Review; Boeing machinists return to work ending a seven-week strike as the company considers selling its Jeppesen navigation business; Bombardier, BWXT, Embraer, Hensoldt, Leonardo, Mercury Systems, Palantir, Rheinmetall, Leonardo post results as Rolls and Chemring issue trading statements; and Spirit AeroSystems warns that its future is in doubt.
On this week’s Defense & Aerospace Report Washington Roundtable, sponsored in part by Hanwha Defense USA, 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 Donald Trump’s election to another term, what the trouncing of Vice President Kamala Harris means for the Democratic Party, whether Trump’s second term will be more disciplined than his first, the outlook for defense spending with the Senate and House in GOP hands, allies brace for turmoil starting with Ukraine, whether Washington will force Kyiv to immediately end the war or adopt a longer-term lend-lease approach to support Ukraine, outlook for US leadership in the Indo-Pacific, and Bibi Netanyahu’s even freer hand in the region as he fires his defense minister Yoav Gallant.
In this special program, the Defense and Aerospace Report team look at the effect of a new Trump presidency on defense, and point out some areas that could benefit from focus in the new administration. Powered by GE Aerospace!
Michael Bayer, a former chairman of the National Defense Industrial Association, and Arnold Punaro, another former NDIA chairman and Senate Armed Services Committee staff director, join Defense & Aerospace Report Editor Vago Muradian to discuss how to ensure a smooth transition from the Biden administration to a second Trump administration, how to get the mechanics right, budget process to keep government running, how Elon Musk could play an instrumental role in revamping government contracting processes to better and more quickly deliver needed capabilities at scale, and the prospect the incoming president may choose to sack senior military leaders and replace them with new ones better suited to executing the new administration’s agenda.
Sam Caucci, the CEO and founder of 1Huddle — an innovative workforce performance and training software — joins Defense & Aerospace Report Editor Vago Muradian to discuss how work is changing in the wake of the covid pandemic, employers’ demand that their workforce returns full time to the office, employees desire for greater flexibility to work remotely, using AI and other technologies as a training tool for civilians and military members, and the fundraising environment for new tech companies including New Jersey’s support for innovative firms.
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss Russia’s war on Ukraine as Moscow celebrates its day of national unity, Russian battlefield gains as Ukraine increasingly struggles not to lose, whether Vladimir Putin will be satisfied retaking Donbas and Luhansk or will drive to Kyiv, Ukraine’s ability to stop Russia if a breakthrough happens, and how the outcome of the US presidential election will shape the Ukraine war; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense implications of the US presidential election, a review of his November “scorecard,” takeaways from last week’s earnings reports and what to expect from companies disclosing results next week, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
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 Wall Street’s bumpy week; investor questions on neck-and-neck US election and former President Trump as consensus winner; machinist union leaders back the latest offer from Boeing as the company raises $23.5 billion; AerCap, Airbus, Crane, and Leonardo DRS report earnings as HII announces $11 billion in new mission support contracts but lower than expected performance in its shipbuilding that combined with a fire at BAE System’s submarine yard at Barrow-in-Furness raises questions about plan to equip Australia with nuclear powered attack submarines; whether difficulties obtaining new subs could drive Australia to become first export customer for Northrop Grumman’s B-21 bomber as US Air Force considers buying more than 100 of the twin-engine jets; Canberra’s $14 billion plan to bolster domestic missile production; and market perceptions of startups like Shield AI.
On this week’s Defense & Aerospace Report Washington Roundtable, sponsored in part by Hanwha Defense USA, 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 neck-and-neck US presidential race with days to go until the election; growing concern that Russia has turned the tables on Ukraine with 8,000 North Korea soldiers to help push Ukrainian forces from Kursk as the West runs out of weapons and interest in the war; Japanese Prime Minister Shigeru Ishiba’s snap election backfires as the LDP loses ground; China’s publicly announces its first ICBM test in four decades as message to Washington that Beijing can reach US soil with its new DF-41 missile; North Korea also tested a long-range missile; Australia says it will improve its missile defenses; Israel attacks Iran’s air defenses and strikes its missile and drone industries as the war continues; and the LA Dodgers rout the NY Yankees in five games to win their eight World Series.
Since Gen. Mike Holmes retired as Air Combat Command chief, the Air Force has embarked on a broad re-optimization to better compete with other great powers, paused the main effort of its Next Generation Air Dominance project, and engaged in real shooting operations. We’ll get his views on the service today and its way ahead. Plus the week’s headlines in airpower. All powered by GE!
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dr. Darrell Bricker, the CEO of Ipsos Public Affairs who also advises on the agenda at the annual Halifax International Security Forum in Nova Scotia every November, joins Defense & Aerospace Report Editor Vago Muradian to discuss how pollsters are calculating support for the candidates in the US presidential race, counting those that are hard to count like young voters or those who aren’t candid with pollsters, what’s driving the disconnect between the reality of a roaring US economy and the perception that it’s bad, voter sentiment worldwide as trends mirror those in the United States and more.
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