The Prof G Pod with Scott Galloway
Prof G Markets: Is Boeing a Buy? AI Picks & Shovels (and Scott’s Ketamine Trip)
Mar 18, 2024
George Ferguson, a senior aerospace, defense, and airline analyst at Bloomberg Intelligence, delves into Boeing's current crisis and its implications for the airline industry. He contrasts Boeing's struggles with Airbus and discusses the future of supersonic travel. Scott shares his intriguing personal insights from a recent ketamine experience, touching on growth and resilience. Later, they explore the intersection of AI advancements and investment opportunities, examining how corporations are leveraging technology to enhance market perception.
01:04:22
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Quick takeaways
- Boeing's crisis poses challenges for the company's future and competitive position in the aerospace industry.
- Investors can capitalize on Boeing's stock decline and recovery efforts, though profitability remains uncertain amid manufacturing challenges.
Deep dives
Boeing's Challenges and Market Impact
Boeing faces a serious crisis as incidents like the 787 Dreamliner plunge and a whistleblower's death cast shadows. The stock has plummeted, down 28% year-to-date. Despite being in a duopoly, Boeing's situation seems more severe than past troubles. Strategic moves like purchasing Spirit AeroSystems aim to improve quality, but challenges in the manufacturing process may affect profitability moving forward.
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