Defense & Aerospace Report

Defense & Aerospace Report, sponsored by Bell
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Mar 23, 2026 • 34min

Defense & Aerospace Daily Podcast [Mar 23, 2026] Look Ahead w/ Byron Callan

Byron Callan, Washington-based defense analyst and founder of Capital Alpha Partners, provides concise analysis of looming Iran conflict dynamics and what a pause in strikes means. He covers the size and politics of a $200B war supplemental and FY27 budget request. He also examines strain on readiness from intense operations, industrial and procurement shifts, and rising second-order global risks.
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Mar 22, 2026 • 1h 1min

Defense & Aerospace Report Podcast [Mar 22 ’26 Business Report]

Richard Aboulafia, aerospace analyst with AeroDynamic Advisory, Sash Tusa, London-based equity researcher, and Dr. Ron Epstein, Bank of America senior analyst, discuss soaring oil and jet-fuel prices, stranded and parked aircraft, and whether higher energy costs end the recent airline boom. They examine Strait of Hormuz risks, supply-chain chokepoints, and defense budget pressures amid wartime supplemental requests.
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Mar 20, 2026 • 60min

Defense & Aerospace Report Podcast [Mar 20, ’26 Washington Roundtable]

Dr. Dov Zakheim, former Pentagon comptroller and defense budget expert; Jim Townsend, ex-DoD Europe chief and NATO analyst; Michael Herson, Washington defense policy and lobbying veteran; Dr. Patrick Cronin, Asia-Pacific security specialist. They discuss the US-Israel war on Iran, energy market shocks from Gulf strikes, Strait of Hormuz escort plans, rising pressure on munitions and force readiness, and shifting allied politics.
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Mar 19, 2026 • 1h 4min

Defense & Aerospace Air Power Podcast [Mar 19, 26] Season 4 E10 Mind Kaboom

LtGen Clint Q. Hinote, retired USAF strategist and former planning chief, discusses airpower, autonomy, and future force design. He breaks down airpower vs ships and the limits of autonomy. He explores human-machine teaming, frontline autonomous forces, next-gen platforms like CCA and B-21, and how sustained campaigns reshape deterrence and munitions strategy.
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Mar 18, 2026 • 34min

Defense & Aerospace Daily Podcast [Mar 18, 2026] David Schild on the Comeback Factories Securing America’s Tech Future

David Schild, executive director of the Printed Circuit Board Association of America and PCB industry expert, discusses the new film Comeback Factories and why printed circuit boards are strategically vital. He covers the full PCB supply chain, domestic reshoring challenges, policy tools like tax credits and Section 851, raw-material risks, and how faster, lower-cost PCB plants can help surge production.
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Mar 17, 2026 • 46min

DEFAERO Strategy Series [Mar 17, 26] IPSOS' Darrell Bricker on Latest US and Worldwide Opinion

Darrell Bricker, CEO of Ipsos Public Affairs and global pollster, discusses shifting world opinion and security calculations. He covers low support for the U.S.-Israel war on Iran, how economic worries shape voter views, the erosion of U.S. standing and allies hedging toward China, and how foreign policy’s impact shows up through everyday domestic concerns.
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Mar 16, 2026 • 33min

Defense & Aerospace Daily Podcast [Mar 16, 2026] Look Ahead w/ Byron Callan

Byron Callan, founder of Capital Alpha Partners and Washington defense analyst, breaks down the US‑Iran conflict and Strait of Hormuz risks. He discusses misinformation around strikes, drone and missile pacing, lessons from 1980s tanker wars, requirements for modern escort operations, limits on a ground campaign, and the uncertain US defense spending outlook.
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Mar 15, 2026 • 57min

Defense & Aerospace Report Podcast [Mar 15 ’26 Business Report]

Richard Aboulafia, aerospace strategist known for market and procurement analysis; Sash Tusa, equity analyst focused on European aerospace and defense; Dr. Ron Epstein, Bank of America analyst offering macro and sector financial views. They discuss rising oil and jet fuel pressures, trade and tariff investigations, urgent air and missile defense demand, the Anduril $20B Army award, Arctic security spending, and shifting Asia-Pacific defense production.
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Mar 13, 2026 • 1h 21min

Defense & Aerospace Report Podcast [Mar 13, ’26 Washington Roundtable]

Dr. Dov Zakheim, former Pentagon comptroller and fiscal strategist; Jim Townsend, NATO and European policy expert; Chris Cervello, retired Navy commander and maritime analyst; Michael Herson, Washington defense policy and budget specialist; Dr. Patrick Cronin, Indo-Pacific security scholar. They debate war risks and budget fights. They parse shipping and mine countermeasure strains, European naval moves, sanctions waivers, and shifting alliance priorities.
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Mar 12, 2026 • 47min

Defense & Aerospace Air Power Podcast [Mar 12, 26] Season 4 E9 Master of the Air

Mike "Mobile" Holmes, retired USAF general and ex-Air Combat Command leader, offers an operator’s take on integrated air, space, and cyber campaigns. He covers AI-assisted targeting, unmanned and collaborative aircraft roles, sustaining high operational tempo, counter-drone tactics, munitions replenishment, and debates over airborne versus space sensing in modern airpower.

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