Defense & Aerospace Daily Podcast [Mar 03, 2026] Ron Epstein on Iran Market Impacts & John Cofrancesco on Anthropic Blacklisting

Defense & Aerospace Daily Podcast [Mar 03, 2026] Ron Epstein on Iran Market Impacts & John Cofrancesco on Anthropic Blacklisting

Author: Defense & Aerospace Report, sponsored by Bell March 3, 2026 Duration: 37:41
Dr. “Rocket” Ron Epstein of Bank of America Securities joins Defense & Aerospace Report Editor Vago Muradian on the sidelines of the commercial edition of Joanna Speed’s Aerospace Event in Los Angeles to discuss the market impacts of the US-Israel war on Iran, the limits of surging production of complex weapons, role of new entrants to deliver capability more quickly like the Low-Cost ‌Uncrewed Combat Attack Syste by Arizona startup SpektreWorks, and outlook for defense spending including the resumption of supplemental funding to cover the growing costs of operations worldwide over the past year; and John Cofrancesco of American AI Logistics discusses the Trump administration’s decision to blacklist Anthropic, the implications for industry, and how to craft an AI strategy to delivers breakthrough capabilities in line with the nation’s values.

Every week, Defense & Aerospace Report cuts through the noise of global security and aviation news. Hosted by Editor Vago Muradian, this podcast goes beyond headlines to provide clarity and context on the forces shaping international defense and aerospace industries. Sponsored by Bell, the conversations feature candid interviews with top executives, policymakers, and leading analysts who are directly involved in major programs and strategic decisions. You'll hear discussions that break down complex acquisitions, technological shifts, and geopolitical developments affecting the sector. The aim is to understand not just what is happening, but why it matters and what might come next. For professionals, enthusiasts, or anyone interested in the intricate world of global security and flight, this series offers a direct line to expert insight. Tune in for a substantive, forward-looking analysis that treats these critical industries with the depth they deserve. This is a weekly audio briefing designed to inform and provoke thoughtful consideration on a fast-moving landscape.
Author: Language: English Episodes: 100

Defense & Aerospace Report
Podcast Episodes
Defense & Aerospace Report Podcast [Feb 22 ’26 Business Report] [not-audio_url] [/not-audio_url]

Duration: 58:38
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 Abou…
Defense & Aerospace Report Podcast [Feb 14 ’26 Business Report] [not-audio_url] [/not-audio_url]

Duration: 1:01:16
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 Abou…