TENTANG EPISODE INI
Gary Leff joins MTS to discuss Spirit Airlines' bankruptcy and the ultra low cost carrier model, how basic economy fares helped legacy airlines compete more effectively, and opportunities in new aircraft technology including electric and short takeoff planes.
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Timestamps:
(00:00) Introduction
(01:23) The Liquidation of Spirit Airlines and Failed Government Bailouts
(03:41) Why Low Cost Carriers Lost Their Competitive Edge
(05:58) Basic Economy Fares and How Major Airlines Outmaneuvered Spirit
(08:07) Why the Airline Industry is a Brutally Hard Business
(15:22) JSX and the Rise of Premium Private Terminal Experiences
(20:33) Technology Bottlenecks and Paper Flight Strips in Air Traffic Control
(24:33) Analyzing the Spike and Decline of Unruly Passenger Incidents
(32:08) Reforming the FAA and Separating Service Provision from Regulation
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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear
