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 everything from pricing to who gets to compete.
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00:35 IATA Rio Highlights
03:15 OEM and Engine Anger
10:05 Capacity Crunch Upside
13:58 Demand and Fare Limits
18:45 Fuel Price vs Shortage
22:43 Break and Reset
23:36 Brazil Market Overview
26:07 Triopoly and Bankruptcies
32:06 Why No New Entrants
35:01 Regulation and Gol Long Haul
37:19 World Cup Travel Talk
38:59 Wrap and Subscribe
