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Podcast: Defense & Aerospace Report
Episode: Defense & Aerospace Report Podcast [Jul 20, ’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 another bull-market high on Wall Street; President Trump’s demand the EU accept 15-20 percent minimum tariffs by Aug. 1 as Brussels prepares to retaliate with higher taxes on American aircraft, bourbon and cars; the US administration says it’s netted $64 billion in tariff revenue since the start of the year; Embraer’s warning that new taxes would...