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

Page: https://stenobird.com/podcast/defense-aerospace-report-809504/defense-aerospace-daily-podcast-may-11-2026-look-ahead-w-byron-callan
Text version: https://stenobird.com/podcast/defense-aerospace-report-809504/defense-aerospace-daily-podcast-may-11-2026-look-ahead-w-byron-callan.md
Podcast: [Defense & Aerospace Report](https://stenobird.com/podcast/defense-aerospace-report-809504)
Published: 2026-05-11T17:51:51+00:00
Episode link: https://soundcloud.com/defaeroreport/defense-aerospace-862155416
Audio file: https://feeds.soundcloud.com/stream/2318764451-defaeroreport-defense-aerospace-862155416.mp3
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JSON: https://stenobird.com/v1/public/podcasts/defense-aerospace-report-809504/episodes/defense-aerospace-daily-podcast-may-11-2026-look-ahead-w-byron-callan
Duration seconds: 2168

## Resource

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.

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## Transcript

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