Defense & Aerospace Report Podcast [Jul 19, ’26 Business Report]

Defense & Aerospace Report Podcast [Jul 19, ’26 Business Report]

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

July 19, 2026 · 1h 11m

About this episode

The episode discusses various topics including Wall Street trends, US-Iran military operations, and defense strategies involving Canada and Ukraine.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a down week on Wall Street on AI worries; the implications of renewed US-Iran military operations; United Airline’s record second quarter 2026 results despite an 84 percent increase fuel costs over the same 2025 period; AV and GE Aerospace earnings results; authorization and appropriations stalled in the Senate as the House Budget Committee considers a revised Reconciliation 3.0 package that includes Iran war funding and totals $60 billion rather than $350 billion as expected with a Reconciliation 4.0 needed to bridge the differences; analysis of Ukraine’s decision to order 16 Rafale fighter jets; Pentagon policy chief Bridge Colby dismisses notion of a “middle power strategy” of smaller nations banding together to keep from being bullied by great powers as well as nations opting against US arms purchases as Canada moves to gain observer status on the Global Combat Air Program led by Britain with Italy and Japan as…

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