The Rising Fortunes of Ryanair
Ryanair has its problems, but it is doing much better than most. As the Irish low-cost giant posts its latest earnings, Gordon Smith and Jay Shabat pick through the numbers and assess what the future ...
2 Feb 202427min
What do United Airlines and easyJet Have in Common?
As airline earnings season continues to gather momentum, this week we examine the fortunes of United and easyJet. Gordon Smith and Jay Shabat discuss the major developments and identify the key trends...
26 Jan 202443min
Judge to JetBlue: No Merger for You
This week has seen major courtroom drama as the proposed JetBlue-Spirit merger was blocked by a U.S. judge. In this special episode, Gordon Smith and Jay Shabat discuss the implications of the ruling ...
19 Jan 202432min
What’s the Latest with Boeing’s 737 Max?
Boeing's 737 Max is back in the headlines for all the wrong reasons. An Alaska Airlines 737-9 lost a door plug after a sudden decompression on January 5 that prompted the FAA to temporarily ground all...
12 Jan 202419min
Air France-KLM's Outlook
What does Air France-KLM think of the future? It's bullish. Jay Shabat and Edward Russell discuss the group's recent investor day. Reading List Air France-KLM Bullish on the Future TAP Air Portugal ...
5 Jan 202428min
U.S. Airlines See Strong December Quarter Demand
Delta, JetBlue, and Southwest all dropped updates on the fourth quarter outlook in recent weeks. The verdict? Travel demand is good, fuel is down, and operations are largely better than expected. Edwa...
15 Dec 202328min
The Alaska-Hawaiian Merger: Pros and Cons
There are three big reasons for Alaska Airlines proposed $1.9 billion merger with Hawaiian Airlines: scale, loyalty, and premium traffic. And there are lots of questions too. Edward Russell and Jay Sh...
8 Dec 202330min
An All British Affair
Virgin Atlantic in a good year turns a modest profit. In bad years, it loses money. So why is Shai Weiss so confident the airline will turn a profit next year? Jay Shabat and Edward Russell settle in ...
1 Dec 202326min
