Defense & Aerospace Report Podcast [Apr 26, ’26 Business Report]

Defense & Aerospace Report Podcast [Apr 26, ’26 Business Report]

From Defense & Aerospace Report by Defense & Aerospace Report, sponsored by Bell

April 26, 2026 · 53 min

About this episode

The episode discusses the impact of the US-Israel war on Iran, rising energy prices, and the defense budget amidst various geopolitical tensions.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss the week on Wall Street as investors worried about what’s next for the US-Israel war on Iran and higher energy prices on inflation, goods and services; how rising jet fuel prices are impacting airlines and the commercial aviation industrial ecosystem; President Trump’s suggestion that the US government use Defense Production Act authorities to acquire Spirit Airlines for $500 million; the Trump administration submits its $1.15 trillion 2027 defense budget request to Congress as key lawmakers push back on a $350 billion reconciliation package to fund programs, $17 billion to for the president’s top priority Golden Dome air and missile defense system with only $400 million in funding included in the base budget request; how lingering Iran war costs to repair damaged civilian and energy infrastructure could complicate efforts by Gulf nations to increase defense spending; the Pentagon’s reported efforts to punish NATO members for not participating in the…

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Bell

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