Defense & Aerospace Report Podcast [Jul 26, ’26 Business Report]

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 another down week on Wall Street, what’s next for the Iran war and global energy prices as Washington pauses the conflict over concerns that US air defense weapon stocks are dwindling as Tehran strikes nations in the region and its Yemeni Houthi Allie’s strike Red Sea shipping to enforce their blockade; Trump administration’s use of exiting legislative authorities Including the 1930 Smoot-Hawley Tariff Act; Prime Minister Andy Burnham’s new administration; Dassault, Lockheed Martin, Northrop Grumman, RTX and Thales earnings; major defense and commercial aviation story lines at this week’s Farnborough International Airshow.