Episode

Defense & Aerospace Daily Podcast [May 11, 2026] Look Ahead w/ Byron Callan

Podcast
Defense & Aerospace Report
Published
May 11, 2026
Duration seconds
2168
Processing state
not_requested
Canonical source
https://soundcloud.com/defaeroreport/defense-aerospace-862155416
Audio
https://feeds.soundcloud.com/stream/2318764451-defaeroreport-defense-aerospace-862155416.mp3
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/v1/public/podcasts/defense-aerospace-report-809504/episodes/defense-aerospace-daily-podcast-may-11-2026-look-ahead-w-byron-callan
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/podcast/defense-aerospace-report-809504/defense-aerospace-daily-podcast-may-11-2026-look-ahead-w-byron-callan.md

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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 why the end of the Iran war would be good news for the US defense industry; what to expect the upcoming summit between President Trump and China’s Xi Jinping; how nations worldwide are realigning defense purchases to reduce their dependence on US suppliers without alarming Washington; US defense budget deliberations as lawmakers return to the Capitol; what happens if Democrats won’t retake the House or Senate; Defense Secretary Pete Hegseth’s video lambasting heritage contractors while touting commercial and fixed-price contract terms as outlined by the president’s recent executive order; first quarter earnings thoughts; and a look at the week ahead in Washington and beyond.