National Defense is a podcast on military technology and defense industry trends, from the articles of National Defense Magazine.
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Electronic Security Association Podcasts
Security Nation Podcast is hosted by ESA, and it brings the voice of the electronic security and life safety industry to you! Host Hannah Boone brings on security pros to discuss best practices, real-life experiences, industry forecasts, and more on this monthly podcast. It's the ever-present voice in an ever-changing industry.
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Transaction Trending is a podcast powered by the Electronic Transactions Association, the trade association and the voice of the payments technology industry. Join ETA CEO Jason Oxman twice a month for a look into the people, places and things that are shaping the payments technology industry, and our economy as a whole, for the better. We'll bring together diverse voices and perspectives, and explore a wide range of stories and trends. Log onto transactiontrends.com for the latest on the po ...
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Learn more about the market and stock analysis through CAEE™. CAEE™ is in a unique analytical framework designed to help market participants, researchers, and learners better understand Index performance and long term valuation trends. Our publications and podcast episodes feature insights derived from CAEE™ , which are for use in our educational and analytical services. Email [email protected] to request a CAEE™ based performance report on the magnificent 7 index or to request a ...
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November 2025: Special Ops Aircraft, Uncrewed Maritime Systems, and Munitions Production
10:59
10:59
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10:59In this episode, National Defense discusses Air Force Special Operations Command's new aircraft, the hesitant adoption of autonomous maritime systems, and how government and industry are scaling to meet a spike in munitions production needs.
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October 2025: DIY Drones, Airborne Comms and Navy Robots in NATO Waters
10:21
10:21
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10:21In this episode, National Defense discusses how Army units in Europe are building their own drones, an increasingly popular airborne communications system and why a U.S. Navy task force is teaming up with a NATO task force.
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Younger Generations in Security: Steven Swavely on Finding Purpose and Opportunity in the Industry
28:22
28:22
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28:22In this episode of Security Nation, we sit down with Steven Swavely, Distribution Account Manager at Resideo, to explore his journey into the industry and what it’s like to build a career as a Gen Z professional. Steven shares what surprised him most about working in security, the challenges he’s faced, and the opportunities he sees for his peers. …
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September 2025: Ground Robots in Ukraine, 155mm Artillery Round Production and Drone Executive Orders
10:07
10:07
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10:07In this episode, National Defense discusses the proliferation of ground robots in Ukraine, the status of the Army's goal to increase the production of one-fifty-five millimeter artillery rounds and the potential impact of recent drone-related Executive Orders.By National Defense Magazine Staff
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August 2025: U.S.-China Biotechnology Race, Hypersonic Weapons and Atlantic Alliance 25
9:53
9:53
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9:53In this episode, National Defense discusses the U.S.-China biotechnology race, the status of hypersonic weapons programs in the United States and a recent NATO amphibious exercise.
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FF, PBF, MT - oil & biofuel & getting a jumpstart on valuations
26:10
26:10
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26:10Dale talks about how PBF stock might be undervalued despite a refinery fire a few months ago. Dale also talks about how FF stock has surprisingly low cyclically adjusted valuation ratios (even as the current US administration shows signs of support for the biofuels industry), and how a stock with a few rough years in the past might quietly climb ba…
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July 2025: Special Ops aircraft, Marine Corps drones and Army vehicles
8:08
8:08
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8:08In this episode, National Defense discusses aircraft modernization in Special Operations Command, the Marine Corps' drone fleet and axed Army vehicle programs.By National Defense Magazine Staff
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Defining the "perfect stock", plus Initial takes on RGP, GRVY, MZDAY, FUJHY
46:49
46:49
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46:49In this episode, Dale defines what he looks for in a perfect stock: 1. A business with five low cyclically adjusted ratios. 2. A business with low competition, several clients, not capital intensive. 3. A business with a solid management team. Verbal disclosures read from 0:16 - 1:21 . General information and full disclosures for Dale’s Solo Invest…
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June 2025: Ghost Bat, AUKUS and Project Convergence
8:45
8:45
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8:45In this episode, National Defense discusses the future of Australia's sovereign uncrewed aircraft, the status of AUKUS Pillar Two and Project Convergence.
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BDL a value play? Plus thoughts on SG & BLMN
22:20
22:20
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22:20Dale values symbol BDL and talks about the benefits of diverse menus in the restaurant business. Verbal disclosures read from 1:18-2:27. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click …
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In this episode, National Defense discusses the Navy's new carrier-based drone, President Donald Trump's Golden Dome air and missile defense initiative, and the Army's latest strategy to replace the Bradley Fighting Vehicle.
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Five Cyclically Adjusted Valuation Frameworks
20:04
20:04
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20:04Description: Learn more about the Market and stocks through CAEE™ Dale’s Solo Investors Podcast LLC provides educational content and financial market analysis powered by our proprietary process called CAEE™ . CAEE™ is a unique analytical framework designed to help market participants, researchers, and learners better understand index performance an…
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Dale discusses a novel approach to valuing individual stocks. Verbal Disclosures read from 2:54 - 3:50 . General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo" CAEE™ — Patent Pen…
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BFH , Credit card duopolies , retail stocks benefit?
23:14
23:14
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23:14Dale talks about BFH , Credit card duopolies , and how retail stocks benefit. Episode starts at 0:15 . Verbal Disclosures read from 0:50 - 2:00. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 …
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In this episode, National Defense discusses the shipbuilding industry's workforce challenges in a special report.
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Meet the Integrator Director Candidates for ESA's 2025 Board of Directors Election
35:38
35:38
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35:38In this episode, we sit down with Kirk MacDowell, Jeremy Bates, Melissa Brinkman, Brendan Armstrong, Josh Dice, Peter Goldring, and Ken Kosher to discuss the contested election for the three open Integrator Director positions on ESA's Board of Directors. From there, Kirk interviews each candidate about their background in the industry and what they…
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Meet the Associate Director Candidates for ESA's 2025 Board of Directors Election
23:33
23:33
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23:33In this episode, we sit down with Kirk MacDowell, Tony Wilson, Colby Monachino, Jana Sherer, and Jake Voll to discuss the contested election for the one open Associate Director position on ESA's Board of Directors. From there, Kirk interviews each candidate about their background in the industry and what they would bring to the table if elected.…
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Correction: In this episode, I mistakenly referenced the wrong land valuation for Dole. Dole had a certain number of acres publicly listed on their website. However, just because a company operates on land doesn’t necessarily mean they own it. I initially assumed Dole owned certain land in the Philippines, but after revisiting their 10-K and 20-F f…
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Dale values symbol VNDA and talks about the benefits and risks of "net-net" stocks. Verbal disclosures read from 2:27 - 3:40. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Dem…
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March 2025: AUKUS Tech, the Air Force and the Navy's Hybrid Fleet
9:58
9:58
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9:58In this episode, National Defense discusses AUKUS's technology and information sharing challenges, the Air Force's maritime strike role, and the Navy's new robotics warfare specialists.By National Defense Magazine Staff
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Cybersecurity, Networking & Generating Gen Z Interest: Fanta-Marie Toure on ESX’s Impact
26:58
26:58
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26:58In this episode, we sit down with cybersecurity consultant Fanta-Marie Toure to explore her key takeaways from ESX 2024 and the event’s impact on the security and life safety industry. She shares insights on standout sessions, valuable networking opportunities, and how ESX helps professionals stay ahead of evolving trends and technology. Looking ah…
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February 2025: Small Vehicle Drone Protection, Air and Missile Defense in the Middle East, and Electronic Warfare in Space
11:41
11:41
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11:41In this episode, National Defense discusses small vehicle drone protection, the Middle East's need for inexpensive air and missile defense tech, and electronic warfare in space.By National Defense Magazine Staff
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January 2025: NATO in the Arctic, AI in the Pentagon, and Army Maintenance and Repair
10:49
10:49
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10:49In this episode, National Defense discusses NATO presence in the critical region of the Arctic, AI in the decisionmaking space in the Pentagon, and Army maintenance and repair.By National Defense Magazine Staff
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December 2024: DIU and Drones, the Army's Self-Propelled Howitzer Modernization Program, and GCAP
10:01
10:01
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10:01In this episode, National Defense discusses the Defense Innovation Unit's race to close the drone gap, the Army's search for a new extended range cannon, and the United Kingdom, Japan, and Italy's joint fighter aircraft program.By National Defense Magazine Staff
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November 2024: 5G Training, Red Hawk Simulators, and Navy LVC
12:08
12:08
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12:08In this episode, National Defense discusses the Marine Corps' future training program using 5G, the T-7A trainer jet's ground-based simulators, and the Naval Air Warfare Center using live, virtual, and constructive training at sea.
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Navigating Recovery: ESA Members' Stories from Hurricanes Helene
27:48
27:48
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27:48In this episode of the Security Nation Podcast, we sit down with Will Fleenor, President of Fleenor Security, to discuss the profound impacts of Hurricanes Helene and Milton on ESA members and their clients. We explore how businesses and accounts were affected, the ongoing recovery efforts, and what can be done to support those impacted by these de…
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Sponsored by Western Alliance Bank — In this episode, National Defense discusses the Army's XM30 Mechanized Infantry Combat Vehicle, the Defense Department's data backbone for CJADC2 and Poland's military modernization plan.
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September 2024: 155mm Ammunition, the F-22 Raptor, and the Army's Extended Range Cannon Artillery Program
10:29
10:29
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10:29In this episode, National Defense discusses the increasing demand for one-fifty-five millimeter ammunition, the F-twenty-two Raptor, and the Army's Extended Range Cannon Artillery program.
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August 2024: U.S. and Japan, Small Drones and the SEAL's New Tech
9:10
9:10
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9:10In this episode, National Defense discusses the United States and Japan's defense collaboration, the Army's search for small, affordable drones, and the Navy SEALs' return to their maritime roots.
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July 2024: NATO's Return to Collective Defense, Sweden's Role and the Nordic Bloc
10:56
10:56
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10:56In this episode, National Defense discusses NATO's recommitment to collective defense, Sweden's contribution to NATO, and the U.S. military training in NATO's High North.
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June 2024: The Army and Nuclear Protection, Collisions in Space and Marine Corps Evacuation
8:32
8:32
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8:32In this episode, National Defense discusses nuclear protection, preventing collisions in orbit and Marine Corps training for embassy evacuation.
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May 2024: V-22, Laser Comms in Space, and Project Convergence
9:49
9:49
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9:49In this episode, National Defense discusses the V-twenty-two Osprey, laser communications in space and the Army and Marine Corps testing autonomous resupply drones at Project Convergence.
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