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Defense & Aerospace Daily Podcast [Jun 03, 24] Byron Callan’s Week Ahead
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Manage episode 421761651 series 1432291
Content provided by Defense & Aerospace Report, Aerospace Report, and Sponsored by Bell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Defense & Aerospace Report, Aerospace Report, and Sponsored by Bell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense industry stock valuations and factors that would change investor sentiment, the prospect that Senate Armed Services Committee Ranking Member Sen. Roger Wicker’s proposed defense spending increase will become reality, the need for a broader national strategy to deter China and Russia, the role of more targeted economic warfare in the wake of the White House’s Daleep Singh’s comments last week at the Brookings Institution, more analysis if what former President Trump’s reelection might mean in 2025-2028 as well as impact his conviction on felony charges will mean for the election, what to expect from the upcoming Eurosatory land warfare exhibition in Paris and Berlin Air Show, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
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continue reading
1613 episodes
MP3•Episode home
Manage episode 421761651 series 1432291
Content provided by Defense & Aerospace Report, Aerospace Report, and Sponsored by Bell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Defense & Aerospace Report, Aerospace Report, and Sponsored by Bell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses defense industry stock valuations and factors that would change investor sentiment, the prospect that Senate Armed Services Committee Ranking Member Sen. Roger Wicker’s proposed defense spending increase will become reality, the need for a broader national strategy to deter China and Russia, the role of more targeted economic warfare in the wake of the White House’s Daleep Singh’s comments last week at the Brookings Institution, more analysis if what former President Trump’s reelection might mean in 2025-2028 as well as impact his conviction on felony charges will mean for the election, what to expect from the upcoming Eurosatory land warfare exhibition in Paris and Berlin Air Show, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
…
continue reading
1613 episodes
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