Why Gordon Haskett Analyst Inch Sounded a Warning About GE's Finance Arm

The transcript discusses General Electric's (GE) financial struggles, focusing on its significant debt, asset sales, and leadership changes. The company is selling assets like Baker Hughes to raise funds, but faces challenges due to off-balance-sheet debt and liabilities. The aviation business, once a strong performer, is now at risk due to economic conditions. Leadership under Larry Korb is scrutinized, with concerns about his ability to manage GE's complex portfolio. Potential outcomes include insolvency, though asset sales may buy time. GE Capital's performance is weak, with significant losses, highlighting the need for liquidity solutions.

What has been the trend in GE's stock price over the past year?

What major issue is GE facing that is impacting its financial stability?

What actions has the current CEO taken regarding the company's assets?

What is the significance of the capital arm in relation to GE's debt?

How has the global economy affected GE's business operations?

What are the potential consequences if GE does not manage its debt effectively?

What are some of the assets that GE could potentially monetize to improve its financial situation?