Defense & Aerospace Report Podcast [Oct 29, ’23 Business 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 Defense & Aerospace Report Editor Vago Muradian to discuss the week on world markets as the US economy continues to roar; increasing concern that NATO is approaching the bottom of its weapons barrel as Russia’s war on Ukraine continues and Israel’s needs further strain limited supplies; Lockheed Martin’s decision to not pursue next batch of USAF tankers prompting Airbus to press ahead on its own; analysis of third quarter earnings as Boeing, CACI, CAE, Crane, GD, GE, Hexcel, Kongsberg, L3Harris, MTU, Northrop Grumman, RTX, Saab, Safran, Teledyne, and Textron report; Beta Technologies flies it’s ALIA all-electric aircraft 2,000 miles from Burlington, Vermont, to Elgin Air Force Base in Florida.