The Turbulence of Boeing: Decline and Future Prospects

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.

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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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FOLLOW US ON X:

@eriktorenberg (Erik)

@samoburja (Samo)

@turpentinemedia (Turpentine)

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TIMESTAMPS:

(00:00) Introduction

(00:40) The Boeing 787 Crashes

(03:09) Boeing's Market Position and Risks

(18:10) Sponsors: Beehiiv | Brave

(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