Defense & Aerospace Report Podcast [Jan 26, ’25 Business Report]

Defense & Aerospace 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 to discuss a strong week on Wall Street as investors work to determine the impact of Donald Trump’s policies a week into his second administration, from widely expected tax cuts, defense spending increases and war on migrants to what higher tariffs, trade wars and rising tensions with allies will mean including the president’s “aggressive” conversation over gaining ownership of Greenland with Danish Prime Minister Mette Frederickson; as some worry Trump’s rhetoric could undermine US weapons sales worldwide Poland’s Defense Minister Wladyslaw Kosiniak-Kamysz urges allies to curry favor with Trump by buying more US weapons; NATO considers sharing highly classified capability assessments with industry to speed weapons development; Boeing preannounces another $4 billion in losses as it prepares to report earnings; what Embraer’s next jetliner should look like; update on Blue Origin’s New Glenn and SpaceX’s Starship programs; and the industry-wide impacts of California’s devastating fires.