Past The Inflection Point?
This week Edward Russell and Madhu Unnikrishnan chew over why optimism reigns among airline CEOs, who believe the third quarter was the inflection point, and now the recovery will be more real. CEOs say, of course, warn that no one knows how Covid-19 wil...
Audio is streamed directly from the publisher (traffic.megaphone.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
This week Edward Russell and Madhu Unnikrishnan chew over why optimism reigns among airline CEOs, who believe the third quarter was the inflection point, and now the recovery will be more real. CEOs say, of course, warn that no one knows how Covid-19 will play out, but they're bullish on next year. Next, Madhu and Ned discuss delivery delays at Boeing and whether Airbus will face similar problems when it ramps up production over the next couple of years.