# Defense & Aerospace Report Podcast [May 25, ’26 Business Report]

Page: https://stenobird.com/podcast/defense-aerospace-report-809504/defense-aerospace-report-podcast-may-25-26-business-report
Text version: https://stenobird.com/podcast/defense-aerospace-report-809504/defense-aerospace-report-podcast-may-25-26-business-report.md
Podcast: [Defense & Aerospace Report](https://stenobird.com/podcast/defense-aerospace-report-809504)
Published: 2026-05-25T17:02:15+00:00
Episode link: https://soundcloud.com/defaeroreport/defense-aerospace-628149582
Audio file: https://feeds.soundcloud.com/stream/2327154071-defaeroreport-defense-aerospace-628149582.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/defense-aerospace-report-809504/episodes/defense-aerospace-report-podcast-may-25-26-business-report
Duration seconds: 3568

## Resource

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a roaring Wall Street despite rising inflation and worries about higher interest rates; energy prices drop as Washington and Tehran again are on the verge of a deal to reopen the Strait of Hormuz as nations led by Britain and France prepare to participation in an international mission to help reopen the critical waterway; the prospect of ongoing operations prompts the US Air Force to cancel the RAF Benevolent Fund’s annual Royal International Air Tattoo, the weekend before the Farnborough International Airshow in July; after President Trump’s visit to Beijing, China said it would order 200 Boeing jetliners and GE Aerospace engines; GOP senators rebel over Trump’s $1.8 billion fund to compensate allies and $1 billion White House ballroom, blocking a reconciliation package to bolster Pentagon spending; after cutting 5,000 US troops from Germany and canceling the rotational deployment of 4,000 soldiers to Poland, Trump says 5,000 American troops will be permanently based in Poland to reward right-wing President Karol Nawrocki as Washington reconsiders capabilities it will make available to NATO; Sweden picks Naval Group’s Amiral Rona’ch-class FDI frigate over Babcock’s Type 31 for four-ship, $4 billion contract; mounting pressure for British Prime Minister Sir Keir Starmer to resign; Airbus production delays as a French court holds the company and Air France accountable for a 2009 crash that killed 228; and a Seattle jury found Boeing not guilty of wrongdoing in a suit brought by Poland’s LOT airlines after the…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/defense-aerospace-report-809504/episodes/defense-aerospace-report-podcast-may-25-26-business-report/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/defense-aerospace-report-809504/defense-aerospace-report-podcast-may-25-26-business-report.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.