Samo Burja and Erik Torenberg talk about the decline of Boeing. They discuss Boeing's recent troubles, including fatal crashes and maintenance problems, and how these issues reflect broader concerns about U.S. industrial and military capabilities. The conversation also covers the impact of globalization on Boeing's manufacturing processes, competition with Airbus and emerging Chinese aerospace companies, and the need for innovation and industrial discipline. This detailed analysis provides valuable insights into the challenges and future prospects of the U.S. aerospace sector. Please note there is a small error at the beginning of the discussion when Samo mixed up the 737 Max with 787 Dreamliner, but Samo's original analysis of the 737 Max crash is correct in his Bismarck Brief upon which this episode is based - check it out https://brief.bismarckanalysis.com/p/the-decay-of-boeing
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LINKS:
Samo’s Bismarck Brief:
https://brief.bismarckanalysis.com/
The Decay of Boeing:
https://brief.bismarckanalysis.com/p/the-decay-of-boeing
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@eriktorenberg (Erik)
@samoburja (Samo)
@turpentinemedia (Turpentine)
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TIMESTAMPS:
(00:00) Introduction
(00:40) The Boeing 737 Crashes
(03:09) Boeing's Market Position and Risks
(18:10) Sponsors: Beehiiv
(20:18) Boeing's Future
(24:19) US Aerospace Decline
(30:36) Lessons from Airbus
(43:31) Bismarck Brief on the Decay of Boeing
(47:05) Wrap
