What podcasts say about George Ferguson

Every statement, with the speaker, the exact quote and the moment it was said.

What George Ferguson has said on podcasts

8 statements · 1 positive · 4 negative · 3 neutral

on Airline schedulesNegativeOct 19, 2026· Bloomberg Intelligence
Current airline schedules are unsustainable for the fourth quarter.
“I don't really think that's a sustainable schedule for 4Q”
Listen at 22:03
Open the episode · Blackstone Hauls in $8.7 Billion for Energy Transition Fund
on Airline capacityNegativeOct 19, 2026· Bloomberg Intelligence
Airlines need further capacity cuts if fuel prices remain elevated.
“the airlines haven't cut the capacity they need to if fuel prices stay here”
Listen at 22:08
Open the episode · Blackstone Hauls in $8.7 Billion for Energy Transition Fund
on Airline fuel-cost pass-throughNeutralOct 19, 2026· Bloomberg Intelligence
Airlines currently pass through roughly 75% of higher fuel costs.
“I think today they're maybe in the 75% range.”
Listen at 24:24
Open the episode · Blackstone Hauls in $8.7 Billion for Energy Transition Fund
on CoreWeaveNegativeOct 19, 2026· Bloomberg Intelligence
CoreWeave’s interest obligations exceed its operating income.
“their interest obligations what they're paying on the debt is is running beyond their operating income”
Listen at 34:18
Open the episode · Blackstone Hauls in $8.7 Billion for Energy Transition Fund
on CoreWeave data-center expansionNegativeOct 19, 2026· Bloomberg Intelligence
CoreWeave’s debt-funded data-center expansion does not yet have convincing economics.
“it's very hard for investors to see how that that conversion of money into real data centers fixes that the economics aren't quite there”
Listen at 34:25
Open the episode · Blackstone Hauls in $8.7 Billion for Energy Transition Fund
on GE Aerospace acquisition of Consolidated Precision ProductsPositiveSep 8, 2026· Bloomberg Intelligence
GE’s acquisition could enable more LEAP engine production and increase its aircraft-market share.
“This could give GE the opportunity to build more LEAPS, which is their next generation engine, deliver into Airbus potentially, which wants to go to $75 a month for the A320 and take even more share in the current cycle of the aircraft business.”
Listen at 3:54
Open the episode · GE to Buy Consolidated Precision Products for $11.75 Billion
on GE Aerospace acquisition of Consolidated Precision ProductsNeutralSep 8, 2026· Bloomberg Intelligence
GE’s acquisition will likely receive judicial oversight for potential supply-chain concentration.
“I'm almost certain you're going to see some judicial oversight whether or not there's too much concentration there.”
Listen at 4:54
Open the episode · GE to Buy Consolidated Precision Products for $11.75 Billion
on A320NeutralSep 8, 2026· Bloomberg Intelligence
Airbus must build 75 A320s monthly through year-end to meet guidance.
“Airbus is going to have to build 75 A320s per month till the end of the year to get to their guidance for A320s.”
Listen at 6:02
Open the episode · GE to Buy Consolidated Precision Products for $11.75 Billion

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.