Episode 146: What's Next for the Airline Industry?

Published on17 JAN 2020

To start the episode, Scott Rubner of Goldman Sachs Global Markets talks through the five numbers he’s watching in markets, from $671 billion of money market inflows to the 32% “January effect.” Then, Catie O’Brien, of Goldman Sachs Research, provides a deep dive into the airline industry, including how the Boeing 737 Max is impacting supply and profitability, and how airlines have been reinvesting back into the product, resulting in more options than just coach or business class.  



This podcast was recorded on January 9, 2020 and January 15, 2020.

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