Welcome back to The Vertical Space for our second conversation with Richard Aboulafia, an insightful voice on all things aerospace and defense. This episode dives deeper than ever into the aerospace and defense supply chain: globalization, vulnerabilities, titanium, rare earth elements, and why Tier 1 integrators may be losing their place in the industry. We explore how shifting geopolitics, material dependencies, and evolving national strategies are redrawing the map of the aeros...