Defense & Aerospace Report Podcast [Nov 23 ’25 Business Report]

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a dismal week on Wall Street over worries about the economy, AI and whether the Federal Reserve will cut interest rates; the implications of the Trump administration’s pressure on Ukraine to accept a peace deal that would mean Kyiv accept all of Russia’s demands or risk losing all US support; France’s pledge to sell Ukraine up to 100 Rafale fighters by Dassault as Washington sells 48 of Lockheed Martin’s F-35 Lightning II to Saudi Arabia; Rheinmetall’s capital markets day; takeaways from a busy Dubai Air Show; and Transportation Secretary Sean Duffy call that travelers to be more civil to usher in “a golden age of travel.”