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25min chapter
Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511
The Meb Faber Show - Better Investing
Investors Ignoring Aviation Industry Potential
The chapter highlights the overlooked potential in the aviation industry, particularly in aerospace and aviation sub assembly. The speakers discuss the eight-year bear market in the industry and the current backlog of orders for Boeing and Airbus. They also mention the US military outbidding Boeing and Airbus for new equipment, resulting in a potential price war.
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