Airshow Highs and Earnings Season Realities
In part one, Gordon and Jay discuss the highlights from last week's Farnborough International Airshow, reviewing the big deals and longer term impact of the event. In part two, the conversation turns ...
30 Heinä 42min
Why 2026 Is Aviation's Most Volatile Year Since COVID
The airline industry is navigating its most unpredictable period since the pandemic, with fuel prices, geopolitical tensions, premium travel demand, and aircraft shortages reshaping the competitive la...
23 Heinä 1h 1min
How Many Planes Does the World Need?
Ahead of the Farnborough Airshow, for this special episode Gordon Smith and Meghna Maharishi are joined by Darren Hulst, Boeing's VP of Commercial Marketing. The conversation centers on the planemaker...
18 Heinä 26min
Can a "New Class of BNPL" Become a Strategic Loyalty Play?
ClarityPay recently partnered with JetBlue to introduce a new pay-later program that combines embedded financing, loyalty, and personalization to drive incremental revenue. Learn more about Clarity...
16 Heinä 17min
How Much is EasyJet Worth?
An approach from U.S. private equity firm Castlelake has reopened the question of what EasyJet is actually worth. Gordon and Jay run through the latest takeover chatter before setting the scene for De...
9 Heinä 43min
Does SAS Really Need 40 A330neos?
Does SAS Really Need 40 A330neos? In part one, Gordon and Jay discuss SAS Scandinavian Airlines' new widebody order and ask whether the carrier can justify that many additional planes. In part two,...
2 Heinä 37min
Is Las Vegas Out of Luck?
Las Vegas air traffic is down 6%. Gordon and Jay work through what's behind it, then turn to a U.S. market headed firmly the other way. Follow the Hosts: Gordon Smith – Lin...
25 Kesä 37min
