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We’re in a Bifurcated Market: Everyone’s Thriving Except Boeing (REPLAY)
During the pandemic, aviation was in a world of hurt and it took a long time to recover. Now that we’re out of that, everyone is making money…except Boeing and anyone tied to them.
If you’re a well-run company, executing at a high level, you’re benefiting from the industry bounce back. If you’re programmatically connected to Boeing - well, it’s complicated and will be for a while.
Is there any silver lining for Boeing, or can we expect trouble for the next decade? Are interest rates affecting aviation, or is the labor shortage still the most pressing concern? In this episode, M&A banker, Bill…
The skinny
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