Defense & Aerospace Report Podcast [Oct 06, ’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 Wall Street ends on a high on stronger than expected US jobs growth, French Prime Minister Emmanuel Macron tells US financiers how grave the country’s financial situation is, Xi Jinping announces a major government stimulus plan as the People’s Republic of China celebrates its 75th anniversary, Boeing’s strike continues as the company’s management considers the scope of an equity raise and questions arise about the valuation of the planned acquisition of Spirit AeroSystems, and as Iran strikes Israel with history’s largest ballistic missile attack, some thoughts on the economics of air and missile defense.