The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Isaac Pino and research analyst Cat Baab-Muguira address topics from across the investing world.

In todayis edition, Isaac and Cat discuss an eye-opening report on the potential growth in the aviation market over the next two decades. Boeing, the largest American plane manufacturer, published a market research report that predicted $4.5 trillion in aviation spending through 2031.

Large, capital-intensive businesses like Boeing's are typically subject to the swings in the broader stock market, but demand for new aircraft often provides additional growth that outpaces GDP increases. For Boeing, the challenges lie in bolstering capacity and production while fending off cuts in defense spending. Isaac provides insight into the upcoming Farnborough airshow (Boeing will be in attendance), and what investors should look for at the one of the largest air shows in the world next week.

With Europe in shambles, many investors may be nervous about investing in a company that's internationally focused, but they shouldn't be. Emerging markets are giving new life to established American companies like Boeing and GE. As these industry titans look abroad for more sales, they aren't starting with a blank slate -- they're bringing their operational excellence to new markets and thriving. In particular, one of our top analysts highlights these international opportunities in a premium report on General Electric. To get started and receive regular, timely updates, click here now. We also invite you to read a copy of our free report: "3 American Companies Set to Dominate the World." The report won't be available forever, so click here to get your copy today!