EPISODE · Aug 10, 2026 · 39 MIN
Defense & Aerospace Daily Podcast [Aug 10, 2026] Look Ahead w/ Byron Callan
from Defense & Aerospace Report · host Defense & Aerospace Report, sponsored by Bell
On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss Senate passage of a continuing resolution and implications for this year’s defense budget; why debt and deficit will be a 2027-2028 issues; Deputy Secretary Feinberg’s memo to industry giving companies 21 says to submit detailed plans to accelerate production of key platforms and systems, including munitions; whether it would make better sense to focus on munitions to better prioritize resources rather than accelerate everything all at once; why the initiative might be fleeting; analysis of the Defiant-class battleship that President Trump wants as the centerpiece of his “Golden Fleet;” BWXT, CACI, Honeywell Aerospace, Howmet, Palantir, Redwire, Rheinmetall and SpaceX earnings; and a look at the week ahead and in Washington and beyond.
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Defense & Aerospace Daily Podcast [Aug 10, 2026] Look Ahead w/ Byron Callan
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