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Podcast: Defense & Aerospace Report
Episode: Defense & Aerospace Report Podcast [Feb 16, ’25 Business Report]
Description: On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss an up market despite tariff threats and rising inflation that will forestall more interest rate cuts; President Trump and his team sent shock waves across Europe after announcing direct talks with Russia to end the Ukraine war without European or Ukrainian participation, promising to arm Kyiv in exchange for half its rare earth mineral deposits, reject...