Gordon and Jay unpack how Iberia engineered one of the most dramatic financial turnarounds in modern airline history. Plus: Singapore Airlines posts a solid start to the year, but its Air India stake is shaping up to be a costly bet.
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00:00 Welcome and Agenda
01:39 Singapore Earnings Snapshot
03:28 Air India Stake Drag
04:17 Why SIA Keeps Investing
07:22 Vistara Merger Complexity
08:43 Air India Headwinds
09:47 CEO Transition Stakes
11:56 SIA Wrap and Break
14:09 Iberia Turnaround Setup
15:03 Profitability Like Ryanair
16:17 From Dysfunction to Reform
20:23 Margins Then and Now
22:51 Madrid Hub and Macro Tailwinds
27:23 Latin America Strategy
32:04 More Advantages and XLR Growth
36:57 Final Thoughts and Signoff
