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 the IATA AGM, one of the aviation industry's biggest gatherings, and what to watch for.
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00:00 Welcome and Agenda
00:35 Coffee Confessions and Naps
02:14 Bernstein Conference Setup
03:11 JetBlue Buyout Rumors
05:39 Kirby Shuts It Down
08:39 Southwest Take on Mergers
12:42 JetBlue Response and Outlook
16:07 Fuel Prices and Guidance
20:07 Break and Listener Mail
20:30 IATA AGM Rio Preview
21:37 What IATA Is and Why It Matters
25:34 Key Themes Fuel Middle East Sustainability
27:53 Questions to Ask CEOs
32:31 Aircraft Supply Crunch
36:40 Wrap Up and Subscribe
