Defense & Aerospace Report
Defense & Aerospace Report, sponsored by Bell
Welcome to the Defense and Aerospace Report podcast, our weekly podcast on the global defense and aerospace business sponsored by Bell, and hosted by Defense & Aerospace Report Editor Vago Muradian. Each week, we’ll bring you interviews with industry leaders and the business’ best analysts to put events in context, identify trends and keep an eye on what’s next in a fast-moving world. Defense & Aerospace Report is your global source for national security and aerospace news, thought leadership and analysis, founded and edited by Vago Muradian.
Episodes
Mentioned books
Mar 11, 2026 • 42min
Defense & Aerospace Daily Podcast [Mar 11, 2026] Lewis & Montgomery on New National Cyber Strategy
Dr. Jim Lewis, a national security and tech strategy expert, and Mark Montgomery, a cybersecurity policy and defense adviser, unpack the new U.S. National Cyber Strategy. They debate its short length and offensive tilt. They probe why China and Russia go unnamed, worry over hollowed federal cyber teams, and weigh private sector roles, CMMC, and the Pentagon’s spat with Anthropic.
Mar 10, 2026 • 31min
DEFAERO Strategy Series [Mar 10, 26] Rumer on Latest US-Iran & Russia-Ukraine Headlines
Dr. Eugene Rumer, director of Carnegie’s Russia and Eurasia program and former U.S. national intelligence officer, offers sharp analysis of Russia-Iran ties and limits to their partnership. He discusses how the Middle East conflict reshapes Russian strategy and energy signaling. He examines U.S. responses to intelligence sharing, Ukraine’s evolving defenses and counter-drone expertise, and risks on NATO’s borders.
Mar 9, 2026 • 29min
Defense & Aerospace Daily Podcast [Mar 09, 2026] Look Ahead w/ Byron Callan
Byron Callan, principal at Capital Alpha Partners and Washington defense analyst, outlines likely war timelines and Gulf risks. He examines the impact of a protracted Strait of Hormuz closure on oil and supply chains. He questions industrial capacity to sharply ramp munitions production and previews upcoming Washington budget fights and key hearings.
Mar 8, 2026 • 1h 5min
Defense & Aerospace Report Podcast [Mar 08 ’26 Business Report]
Sal Mercogliano, commercial shipping analyst and YouTuber, explains Strait of Hormuz shutdowns, shadow fleet attacks, insurance impacts and freight rerouting. Vice Admiral John Fozzie Miller (ret.), former Fifth Fleet commander and naval CEO, discusses Iranian drone and mine threats, regional naval operations, and the shift to cheaper, abundant munitions. Short, fast-paced coverage of maritime and CENTCOM-area security dynamics.
Mar 6, 2026 • 1h 3min
Defense & Aerospace Report Podcast [Mar 06, ’26 Washington Roundtable]
Dr. Dov Zakheim, former Pentagon comptroller and defense budget expert; Jim Townsend, transatlantic security specialist; Michael Herson, Washington defense industry insider; and Dr. Patrick Cronin, Asia-Pacific strategy scholar. They discuss US strikes on Iran and global fallout. They cover shrinking munitions stocks, supplemental war funding, European and Indian diplomatic reactions, and how operations ripple across Ukraine, China, and defense industrial capacity.
Mar 6, 2026 • 40min
Defense & Aerospace Air Power Podcast [Mar 05, 26] Season 4 E8 In the Planning Cell
David Deptula, retired USAF lieutenant general and architect of the Desert Storm air campaign, explains airpower and campaign planning. He discusses Operation Epic Fury, how campaigns start hot then simmer, the logistics behind sustained air operations, munitions and industrial-base limits, and challenges like friendly fire and allied basing constraints.
Mar 4, 2026 • 30min
Defense & Aerospace Daily Podcast [Mar 04, 2026] Aboulafia & Michaels on Time Machines: Business Aviation’s Dynamic Journey
Richard Aboulafia, aerospace analyst and market commentator, and Dr. Kevin Michaels, aviation historian and consultant, discuss business aviation’s evolution and how geopolitics like the Iran war ripple through demand. They cover supply-chain strains, engine and turbine competition, repurposing jet engines for power, Cessna’s modular strategy, and the rise and limits of supersonic and light business jets.
Mar 3, 2026 • 38min
Defense & Aerospace Daily Podcast [Mar 03, 2026] Ron Epstein on Iran Market Impacts & John Cofrancesco on Anthropic Blacklisting
Dr. Ron Epstein, senior defense and aerospace analyst at Bank of America Securities, explains market moves after the US‑Israel–Iran conflict and limits to rapidly scaling complex weapons production. John Cofrancesco, AI and cyber policy advisor at American AI Logistics, breaks down the Anthropic blacklisting, governance tensions, and calls for clearer accountability and safety frameworks.
Mar 2, 2026 • 42min
Defense & Aerospace Daily Podcast [Mar 02, 2026] Dov Zakheim on Iran & Look Ahead w/ Byron Callan
Richard, a defense and aerospace adviser; Sash Tusa, European aerospace/defense analyst; and Ron, a Washington market analyst, examine US‑Israeli strikes on Iran and risks of regional escalation. They discuss weapons stockpile strain, impacts on air travel and insurance, European defense industry capacity, and implications for budgets and future procurement.
Mar 1, 2026 • 1h 2min
Defense & Aerospace Report Podcast [Mar 01 ’26 Business Report]
Richard Aboulafia, aerospace consultant known for market and program analysis; Sash Tusa, equity analyst focused on European aerospace and defense; Dr. “Rocket” Ron Epstein, senior defense analyst at Bank of America Securities. They discuss Wall Street turmoil over AI and jobs, the U.S.-Israel strike on Iran and regional fallout, pressure on weapons stocks and energy prices, Anthropic-DoD tensions over AI, UK defense funding fights, and B-21 and CCA production challenges.
