Defense & Aerospace Report Podcast [Oct 18, ’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 the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a down week on Wall Street on AI stocks and rising energy prices as Iran sank a Singaporean cargo ship in the Strait of Hormuz and Tehran-backed Houthi rebels attack Saudi Arabia; Washington’s deepening partnership with Moscow to alleviate sanctions to allow Russia to energy and degrade intelligence and StarLink satellite support for Ukraine enabling...