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.

Presented by WEX.

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Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠

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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