Defense & Aerospace Report Podcast [Jun 29, ’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 discuss stocks drop after a three-week winning streak, impact of Airbus profit and deliveries warning across the sector, a disastrous US presidential debate as Britain and France hold key elections, Justice Department investigators recommend criminal charges against Boeing of criminal conspiracy over two deadly 737 crashes that killed 346, Boeing’s ongoing acquisition of Spirit AeroSystems, Anduril reportedly is poised to raise $1.5 billion in funding, DoD’s Replicator program is funded to $1 billion and the U.S. Army wants more than 1000 Switchblade 600 loitering munitions from AeroVironment in the next year.