DEFAERO REPORT Daily Podcast

Apex

Defense & Aerospace Technology Report [Sep 11, 24] CSIS’ Greg Allen & Oliver Wyman’s Doug Berenson

On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next January in Washington, sponsored by Clarion Defence, Greg Allen, the director of the Wadhwani Center for AI and Advanced Technology at the Center for Strategic and International Studies, and Doug Berenson, a partner in the Aerospace, Defense and Government Services Practice at the Oliver Wyman consultancy, to discuss their commentary — “Why Is the U.S. Defense Industrial Base So Isolated from the U.S. Economy?” (https://www.csis.org/analysis/why-us-defense-industrial-base-so-isolated-us-economy (https://www.csis.org/analysis/why-us-defense-industrial-base-so-isolated-us-economy)) — the historic benefits of having a unitary national industrial base; how the defense industry became increasingly isolated from commercial industry and its implications on innovation, competition as well as scaling production;  how the US government can attract more commercial firms to the fold; importance of presidential leadership and the government making clear the big military problems it needs to solve to spur industry to find solutions; the challenges faced by the current innovation ecosystem; and the need to tap allied industrial capacity. To learn more about the Ap
ex conference, sponsorship and attendance opportunities please visit apexdefense.org

DEFAERO REPORT Daily Podcast

Defense & Aerospace Daily Podcast [Sep 09, 24] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead

On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses mounting Russian pressure on Ukrainian forces in Pokrovsk and Chasiv Yar, the strategic importance of the two to Russian planes to gain ground in Donbas, Ukraine’s ability to stymie Moscow’s plans, Kyiv’s latest call to use Western arms against Russia, and the stability of Vladimir Putin’s regime as Ukrainian forces seize more ground in Kursk; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses “the surprises” from the Russo-Ukrainian war, how the US is countering Chinese economic coersion, Boeing’s importance for broader US industrial health and competitiveness, an analysis of the economic and tax policies of the two presidential candidates, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

DEFAERO REPORT Daily Podcast

Defense & Aerospace Daily Podcast [Sep 04, 24] AIA’s Eric Fanning

Eric Fanning, the president and CEO of the Aerospace Industries Association, joins Defense & Aerospace Report Editor Vago Muradian to discuss the defense budget outlook as Congress returns to Washington briefly before recessing until after the election, other defense and aerospace legislative priorities for the association, how the presidential candidates would impact the US defense and aerospace industrial base, priority investment areas to grow US capabilities, the impact of the Biden administration’s first ever industrial policy and PPBE reforms, and more.

DEFAERO REPORT Daily Podcast

Defense & Aerospace Daily Podcast [Aug 28, 24] Leonardo DRS Chairman and CEO Bill Lynn

Bill Lynn, former deputy defense secretary and current Leonardo DRS chairman and CEO, joins Defense & Aerospace Report Editor Vago Muradian to discuss the budget outlook, growth markets in a tight budget environment, how the two presidential candidates would impact defense spending if elected, the impact of the Biden administration’s first ever defense industrial strategy, whether long-running reform efforts are changing how the Pentagon does business, how the company decides what to make in house and what to buy from suppliers as analysts suggest that vertical integration is increasingly key to accelerating programs and better controlling cost, how the Pentagon will regard industry for their investment as companies like Anduril raise private capital to develop weapons for the Pentagon, and a status report on Leonardo DRS as the second anniversary of it’s December 2022 listing approaches.

DEFAERO REPORT Daily Podcast

Defense & Aerospace Daily Podcast [Aug 27, 24] AEI’s Todd Harrison

Todd Harrison of the American Enterprise Institute joins Defense & Aerospace Report Editor Vago Muradian to discuss the budget outlook as Congress prepares to return to DC early next month, the Pentagon’s innovation efforts, why vertical integration will be increasingly important for Pentagon contractors, Anduril’s growth strategy, and why former President Trump’s endorsement of a Space National Guard is a bad idea.

DEFAERO REPORT Daily Podcast

Defense & Aerospace Daily Podcast [Aug 26, 24] The Week Ahead w/ Byron Callan

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 discusses his takeaways from the Democratic National Convention and compares national security messaging from both parties presidential campaigns, a growing sense that the Russo-Ukrainian war is approaching stalemate in 2025, his latest essay “The Four Rungs on the Defense Wall of Worry,” and a look at the week ahead.

DEFAERO REPORT Daily Podcast

Defense & Aerospace Daily Podcast [Aug 21, 24] Cadence Design System’s James Chew

James Chew, the global group director for aerospace and defense at Cadence Design Systems who also is the chair of the National Defense Industrial Association’s Science and Engineering Technology Division, joins Defense & Aerospace Report Editor Vago Muradian to discuss how DoD can better harness commercial innovation for military needs, the key to greater agility, making tradeoffs to field systems at the speed of relevance at affordable cost, impact of microelectronics investment and where else the government needs to invest to bolster US industrial capacity, and whether efforts to throttle adversary nations like China can succeed.

DEFAERO REPORT Daily Podcast

Defense & Aerospace Daily Podcast [Aug 19, 24] Week Ahead & Latest on Russia-Ukraine

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 Ukraine’s continuing invasion that’s seized more than 1,000 square kilometers in Russia’s Kursk region, Moscow’s inability to stop Ukraine’s advance, how Vladimir Putin will respond, and whether Kyiv’s gambit will change the vector of the conflict; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses a draft paper by Arizona State University’s Hendrik Bessembinder — Which Stocks Generated the Highest Long-Term Returns — over the past century, Rheinmetall’s proposed $950 million acquisition of Loc Performance, Boeing’s big week for F-15 fighters as well as AH-64 helicopters and E-7 radar planes, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

DEFAERO REPORT Daily Podcast

Defense & Aerospace Daily Podcast [Aug 12 24] Week Ahead & Latest on Russia-Ukraine

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 Ukraine’s offensive into Russia’s Kursk region; whether the risks of the operations are worth the rewards; how Moscow will respond; and what to expect from the Army 2024 arms show; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses takeaways from the National Defense Industrial Association’s Emerging Technologies conference last week; Anduril’s move to raise $1.5 billion for a giant new production facility for large-scale unmanned systems production; prospects for a wider regional war as Iran considering attacking Israel after Jerusalem assassinated key Hezbollah and Hamas leaders; Ukraine’s attack into Russia; polling in US presidential race and Vice President Harris’ national security stance; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

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