Defense & Aerospace Daily Podcast [Apr 27, 2026] Look Ahead w/ Byron Callan

About this episode

Byron Callan discusses the US-Israel war on Iran, defense spending, and the global defense realignment with Vago Muradian.

On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the continuing US-Israel war on Iran despite a lull in shooting; diminishing US offensive and defensive precision weapons stocks and how they might shape American deterrence in the Indo-Pacific and elsewhere; economic factors that could drive even rich nations to redirect spending from military programs; the continuing global defense realignment as nations work to forge new partnerships to reduce reliance on the United States; takeaways from the Trump administration’s 2027 base budget request and prospects for Reconciliation 2.0; a look earnings as Boeing, CACI, GE Aerospace, Hexcel, Honeywell, Lockheed Martin, Northrop Grumman, RTX, Saab, Teledyne and Thales all report; market impact in the wake of the latest instance of American political violence as a shooter tries to break into the White House Correspondents Dinner in Washington; and a look at the week ahead in Washington and beyond.

People in this episode

Host: Vago Muradian

Guest: Byron Callan

Topics covered

• US-Israel relations
• defense spending
• military partnerships
• economic factors in defense
• defense industry earnings
• political violence impact

Keywords

• US-Israel war
• defense realignment
• military spending
• precision weapons
• economic factors
• defense industry
• political violence
• Boeing earnings
• Trump budget request

Sponsors

HII

Mentioned in this episode

Organizations: Capital Alpha Partners, Boeing, CACI, GE Aerospace, Hexcel, Honeywell, Lockheed Martin, Northrop Grumman, RTX, Saab

Places: United States, Israel, Iran

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