Becca Wasser

Becca Wasser, defense analyst on U.S. strikes and Iranian missile and drone threats. Michael Shaoul, portfolio manager focused on market volatility and commodities. Ali Safavi, Iranian opposition leader addressing regime transition. Win Thin, macro economist on growth and inflation amid shocks. Ellen Wald, energy expert on Gulf oil infrastructure risks. They discuss supply disruptions, shipping and insurance strains, market positioning, and geopolitical spillovers.

Nick Wadhams, a Bloomberg national security reporter, and Becca Wasser, defense lead at Bloomberg Economics, dive into the escalating U.S. military actions off Venezuela's coast. They analyze the Trump administration's rationale for targeting narco-traffickers, questioning the legitimacy of these claims. Wadhams discusses the implications for Maduro's regime, while Wasser outlines military options, from covert operations to airpower strikes. Together, they explore how Venezuela's oil wealth complicates U.S. strategy, creating a tense geopolitical scenario.

Becca Wasser, Bloomberg Economics defense lead who tracks munitions production and costs, and Gerry Doyle, Bloomberg global defense editor with deep military-analysis experience, discuss how ammo stocks and production limits shape the Iran conflict. They compare expensive interceptors to cheap drones. They estimate stockpiles, production bottlenecks, and how sustained strikes strain US readiness and budgets.

Becca Wasser, defense research lead at Bloomberg Economics, studies military capabilities and munition stocks. She breaks down Iran's missile and drone inventories. She compares US and allies’ offensive and air-defense stocks. She discusses changes in attack tempo and how political will may shape how long the conflict continues.

Becca Wasser, a leader in defense research at Bloomberg Economics, dives into pivotal issues in defense operations and air power. She unpacks recent military headlines, including UAV developments and F-35 production outlook. The conversation evolves to discuss global force posture shifts, the potential budget increase's impact on air capabilities, and strike options against Iran. Wasser also explores the implications of U.S. industrial strategies and the role of state intervention in defense, providing a comprehensive view of current trends.