ABOUT THIS EPISODE
Global airline profits cut in half. Jet fuel at over eight dollars a gallon. And the alternative investment firm that bankrolled some of aviation's boldest bets just filed for bankruptcy with more than two billion dollars in debt. That is the week of August twenty-third in aviation. We're going to break down what that fuel shock is actually doing to the balance sheet separation happening across the sector, look at what Boeing and Lockheed both filed in the same week, and figure out who is actual
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Jet-A fuel at eight dollars and thirty-one cents a gallon, airline profits cut in half, and the Strait of Hormuz still closed — that's the world aviation investors woke up to this week, and the stocks said everything about it. We're talking broad-based selling across nearly every sub-sector. Airlin…
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