Defense & Aerospace Report Podcast [Feb 19, ’24 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 the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian to discuss market’s new worries about higher shipping costs as traffic diverts around Africa in wake of Houthi Red Sea attacks, China’s deepening economic woes, Airbus earnings and what results mean for Boeing, US Air Force’s reoptimization for great power conflict, drive to accelerate programs like Next Generation Air Dominance as well as move to allow three of five Collaborative Combat Aircraft competitors to advance in Increment One of the effort, Ukraine begs for more aid and strikes security and arms deals with France and Germany as GOP lawmakers balk on helping Kyiv, and expectations for the Singapore Air Show.