Episode
Defense & Aerospace Daily Podcast [Jul 20, 2026] Look Ahead w/ Byron Callan
- Podcast
- Defense & Aerospace Report
- Published
- Jul 20, 2026
- Duration seconds
- 2042
- Processing state
not_requested- Canonical source
- https://soundcloud.com/defaeroreport/defense-aerospace-194206246
Actions
POST https://stenobird.com/v1/public/podcasts/defense-aerospace-report-809504/episodes/defense-aerospace-daily-podcast-jul-20-2026-look-ahead-w-byron-callan/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/defense-aerospace-report-809504/defense-aerospace-daily-podcast-jul-20-2026-look-ahead-w-byron-callan.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss escalating US-Iran hostilities and implications for world markets; US defense budget deliberations that include a reconciliation measure that’s $60 billion rather than $350 billion as expected with the prospect for a new Reconciliation 4.0 measure to bridge the difference; factors that could explain low defense stock valuations; Pentagon policy chief Bridge Colby’s dismissal of “middle powers” strategy as Canada prepares to join Britain’s Global Combat Air Program with Italy and Japan, and buys a $1.8 billion radar from BAE Systems Australia; GE Aerospace earnings and AV’s Investor Day; and a look at the week ahead and in Washington and beyond, including the Farnborough International Airshow 20-24 July 2026.