A Longtime Aerospace Analyst Questions Boeing's Future
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 22 February 2024
⏱️ 53 minutes
🧾️ Download transcript
Summary
Troubles at Boeing just keep piling up, along with existential questions about the company's future. Not only is Boeing enormously important to US manufacturing, but it's also a major defense contractor for the US government and a big employer, which means its fortunes are of interest to more than just shareholders. So just how bad are the difficulties facing Boeing at the moment and what is the planemaker planning to do about it? On this episode, we speak to Richard Aboulafia, managing director of AeroDynamic Advisory, about Boeing's history and future. He talks about lesser-known developments at the company, including its recent decision to dissolve its firm-wide strategy unit, and the decisions that go into developing new aircraft.
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| 0:54.0 | Podcasts, Radio News. Hello and I'm Joe Weisenthol. |
| 1:09.0 | Hello and welcome to another episode of the Oddlots podcast. |
| 1:12.0 | I'm Tracy Allaway and I'm Joe |
| 1:14.2 | Wiesenthal Boeing have you Boeing. Keep that in don't keep that in no keep that |
| 1:19.6 | in now you got to keep it in I said before I have a soft spot for Boeing so that's why I'm mixing Boeing and Joe up. |
| 1:26.7 | Okay, Joe, have you seen Boeing shares recently? |
| 1:31.1 | Actually I haven't looked in a while except you know like we did an episode on |
| 1:34.3 | Boeing about three or four weeks ago so not good yeah and they have not recovered much so |
| 1:41.0 | not good. So shares are down 20% since the start of the year which is never a |
| 1:47.0 | good sign when you lose a fifth of your market value in about six weeks. But probably one of the more damning things |
| 1:54.5 | that has happened recently in terms of the share price |
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