Gordon is joined by Jay and Meghna to unpack the recent Morgan Stanley Laguna conference, where executives from American, Southwest and United set out where they think the market is heading.

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Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠

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00:00 Welcome and Setup

00:45 Laguna Conference Themes

03:46 Demand Strong Costs Rising

08:12 Premium Push and Lounges

15:23 Airline Strategies Compared

18:25 Wrap Part One and Break

20:53 Part Two Fuel Update

22:58 Capacity Cuts Ahead

24:48 Merger Rumors Return

30:55 Regulators and Rail Parallels

36:09 Final Thanks and Subscribe

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