Defense & Aerospace Report Podcast [Jul 25, ’21 Business Report]

Defense & Aerospace Report

On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners. Topics: — Turbulent week on Wall Street as delta variant cases surge and new lockdowns and mandates are imposed — Outlook for commercial air travel and future earnings as cases among unvaccinated rise and implications for jet makers — Dassault, Honeywell Saab and Thales earnings and what to expect when US giants report next week — How recent climate disasters from raging forest fires in America and Russia to devastating flash floods in Europe and China will impact global travel — Surf Air’s move to acquire 150 hybrid-powered Grand Caravan single-engine aircraft from Textron — Market for electric aircraft in the air transport ecosystem — The Senate Armed Services Committee to add $25 billion to the Biden administration’s $715 billion defense budget request and what that means for future Pentagon spending — Market prospects for Russia’s new stealthy export fighter — The first crewed suborbital flight of Blue Origin’s New Shepard spacecraft