Airlines Confidential Podcast

This week: Guest Co-Host Henry Harteveldt, Guest: Alex Mans. Founder & CEO, FLYR. Topics: AI for airlines; Yahrzeit for Ben Baldanza; The case for using the $18B trust fund to pay controllers; Listener input includes a correction relating to Ryanair, travel spend by different disposable income levels.

Scott McCartney with Guests: Andrew Watterson, COO, SWA and Jay Sorensen, Pres, IdeaWorks; Topics: An SWA update; 2025 ancillary revenue report. Also: Results for American, Southwest, and Alaska; Nat Pieper joins American as CCO; Listener input from Storrington, England.

This week: Guest Co-Host: Charles Duncan, Guest: Theo Panagiotoulias, CEO, Star Alliance. Also: A deep dive into the low cost sector; United earnings and aggressive growth; Shai Weiss to step down at year end, Corneel Koster to be named new CEO, Virgin Atlantic; Seat cleaning grounds Finnair A321s; Spirit projects more losses; with cash stability; Observations from the Wings Club Gala; Listener Input on LCC growth.

Guest Co-Host Christina Cassotis, Guests: Architects Luis Vidal & Carolyn Sponza - The new Pittsburgh International Airport. Also: Fall earnings season, Delta numbers; Spirit sheds aircraft - is deal with Frontier more likely? Listener input on Delta Tech Ops and Airport gate allocations.

This week: Host Scott McCartney with Guest Co-Host Doug Parker, Fmr CEO, American Airlines and Guest: Richard Anderson, Fmr CEO, Delta Air Lines. A conversation with two transformative leaders.

This week: Guest Co-Host: Charles Duncan, Guest: Pedro Heilbron, CEO, Copa Airlines; Topics: Top level change at Alaska Airlines; Breeze comes to Norfolk VA; Ramifications of judicial decision on United / American gate reallocation in Chicago; WSJ updates & expands story on toxic fume events; Info on the "Aviation EMBA Program"; A Spirit - AerCap update; JetBlue brings joy to 12 year old boy and family; Listener input on Holly Hegeman interview and the SWA network.

This week: Guest Co-Host Dave Hilfman, Guest: Holly Hegeman, Founder, PlaneBusiness. Topics: Job cut warning and cash concerns at Spirit; US tells Delta - Aeroméxico to unwind joint venture; L3 Harris and Frontier Communications cables cause huge Dallas area disruption for American; C.D. McLean, Fmr COO, Continental, passes; "The Ontario Tower Buzzards" will play at ONT Field; Listener input on WSJ article on toxic cabin fumes.

This week: Guest Co-Host Oscar Munoz, Guest: Nat Pieper, CEO. Oneworld. Topics: Conference season comments; Southwest moves towards introducing premium experiences and international service; Listener Q's on social media impacting Spirit's brand, Southwest O & D saturation and use of RJs.

Mark Streeter, a 30-year airline debt and credit analyst at J.P. Morgan, and Jamie Baker, a veteran J.P. Morgan equity analyst, join Henry Harteveldt, president of Atmosphere Research Group. They dig into Spirit’s bankruptcy, asset values and who might buy jets and gates. They compare U.S. low-cost struggles with global LCC success and debate capacity, business travel recovery, and investment timing.

This week: Host Scott McCartney with Guest: Peter Ingram, Fmr CEO, Hawaiian Airlines. Breaking News: What really forced Spirit back into Chapter 11? AerCap claims default triggered; Spirit's poor communication, what markets will see reductions in service, and Frontier Chairman Bill Franke talking with Spirit Chairman Robert Milton and Pres/CEO Dave Davis.