Gordon joins Jay from Rio as the IATA AGM wraps. The two then turn to Brazil itself: one of the world's largest aviation markets, and one of its most consolidated — a combination that shapes everything from pricing to who gets to compete.

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Follow the Hosts:

Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠

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00:35 IATA Rio Highlights

03:15 OEM and Engine Anger

10:05 Capacity Crunch Upside

13:58 Demand and Fare Limits

18:45 Fuel Price vs Shortage

22:43 Break and Reset

23:36 Brazil Market Overview

26:07 Triopoly and Bankruptcies

32:06 Why No New Entrants

35:01 Regulation and Gol Long Haul

37:19 World Cup Travel Talk

38:59 Wrap and Subscribe