Defense & Aerospace Report Podcast [Jun 07, ’26 Business Report]

Defense & Aerospace Report Podcast [Jun 07, ’26 Business Report]

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

June 7, 2026 · 1h 1m

About this episode

The episode discusses recent trends in the defense and aerospace sectors, including Wall Street's performance and key industry events.

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 the worst day on Wall Street since April 2025, ending a nine-week winning run driven by worries over the chip stocks and higher interest rates; airline CEOs meet at IATA’s 82nd General Meeting in Rio de Janeiro as energy prices remain high and Washington and Tehran continue to discuss a ceasefire; Airbus order and delivery figures as Boeing CEO Kelly Ortberg eyes a further increase in 737 production to 70 jets a month; Southwest sticks with all 737 fleet despite frustration over Max 7 delay; Airbus won’t be ready to unveil stretch version of A220 by Farnborough; the House Armed Services Committee’s chairman’s markup of the Trump administration’s $1.15 trillion spending request for 2027 and its version of the National Defense Authorization Act; outlook for the $350 billion Reconciliation 3.0 plus up to the Pentagon budget; Washington’s decision to block delivery of Tomahawk cruise missiles ordered by Germany to avoid…

People in this episode

Host: Vago Muradian

Guests: Dr. “Rocket” Ron Epstein, Sash Tusa, Richard Aboulafia

Topics covered

  • Wall Street performance
  • airline industry
  • defense spending
  • chip stocks
  • interest rates
  • military procurement
  • air show previews

Keywords

  • Wall Street
  • airline CEOs
  • Airbus
  • Boeing
  • defense budget
  • Tomahawk missiles
  • IATA
  • interest rates
  • chip stocks

Sponsors

Bell

Mentioned in this episode

Organizations: Bank of America Securities, Agency Partners, AeroDynamic advisory consultancy, IATA, Airbus, Boeing, Southwest, House Armed Services Committee, Trump administration, Pentagon

Places: Rio de Janeiro, Berlin

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