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Podcast: Thoughts on the Market
Episode: Ravi Shanker: A Bullish Outlook for Airlines
Description: Over the past few years, the airline industry has faced fluctuations between too hot and too cold across demand, capacity and costs. Could conditions in 2023 be just right for increased profitability?----- Transcript -----Welcome to Thoughts on the Market. I'm Ravi Shankar, Morgan Stanley's Freight Transportation and Airlines Analyst. Along with my colleagues, bringing you a variety of perspectives, today I'll discuss our 2023 outlook for the airline space and some key takeaways for investors. As 2022 draws to a close, the outlook for airlines g...