2min chapter

Capital Ideas Investing Podcast cover image

Tech sector turnaround: Will it last?

Capital Ideas Investing Podcast

CHAPTER

The Future of Aerospace

I do continue to be quite enthusiastic about aerospace because I think that's an industry with a lot of fence up demand for probably years to come. And so in one company that I can't recall if I've spoken to you before about just General Electric, GE's the largest aircraft engine manufacturer in the world. They fixed their balance sheet and the aircraft engine business had really suffered when planes weren't flying. Guess what? Every plane that airlines can get their hands on is now flying.

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