Defense & Aerospace Report Podcast [Nov 14, ’21 Business Report]

Defense & Aerospace Report

On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners. Topics: — The week on world markets as investors grapple with worst inflation in three decades — Rising covid rates as the Netherlands locks down again and implications for global air travel recovery — AerCap, QinetiQ and Hensoldt earnings — GE’s decision to break up into aviation, energy and healthcare companies — BoA-AvWeek survey that finds strong market demand for a new Boeing middle market jetliners with 757-like capabilities to counter Airbus A321neo — Why the US military is unsuited to counter China — Look ahead to the Dubai Airshow