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 Jul 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 Jul 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 Jun 37min
What's the Most Profitable Airline in the World?
The latest Airline Weekly global earnings scoreboard is in and the airline on top may not be the one you'd expect. Jay joins Gordon and Meghna to sort the winners from the losers. Before that, we re...
18 Jun 35min
The IATA AGM Debrief
Gordon joins Jay from Rio as the IATA AGM wraps. The two then turn to Brazil itself: one of the world's largest aviation markets, and one of its most consolidated — a combination that shapes everythin...
11 Jun 40min
Inside the Minds of America's Airline CEOs
Gordon and Jay decode the most revealing CEO commentary from the Bernstein investor conference — what executives signaled about capacity, consolidation, and the months ahead. Then they look forward to...
4 Jun 38min
EasyJet's Tricky Quarter and Atlanta's Crown
A rough quarter for easyJet has the numbers telling a stark story. In part one, Gordon and Jay dig into a -27% operating margin and the missteps, market pressures, and industry dynamics behind it. In ...
28 Mai 45min
