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7min chapter
Boeing Deliveries Trail Airbus
Bloomberg Intelligence
Navigating Opportunities in the Industrial Sector
The chapter dives into the industrial sector, exploring how companies like 3M are adapting to changes in leadership and operational challenges. It discusses the potential benefits certain companies may experience from increased capital expenditures and reshoring trends. Additionally, the conversation touches on the performance of consumer-facing companies and the comparison between discretionary and staple sectors amid current economic conditions.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode