Recorded on 12/20/22

After experiencing the biggest decline in history, global air traffic is still well below pre-pandemic levels. While U.S. traffic is back, non-U.S. traffic has a long way to go to return to pre-pandemic levels. Add to that tight capacity, changed post-pandemic behaviors, and aircraft replacement demand factors, we see a strong case for better-than-appreciated airline revenue growth and a longer-than-typical commercial aerospace recovery. This episode features Helane Becker, Cowen senior research analyst for airlines, air freight, and aircraft leasing, and Cai Von Rumohr, Cowen senior analyst for aerospace, defense electronics & government services. Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Bill Bird, Cowen's Head of Thematic Content.

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