Defense & Aerospace Report Podcast [Sep 20, ’26 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 an up week on Wall Street as the Iran war continues and Tehran-backed Houthi rebels move on Yemen’s oil-rich Marib province and strike Saudi energy facilities; President Trump declines a request from Riyadh for help, but approves the sale of F-35 Lighting II fighters despite concerns from US intelligence that the stealth jet’s technology could leak to China; implications of the EU’s offer of ass...