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In part one, Gordon and Jay discuss the highlights from last week's Farnborough International Airshow, reviewing the big deals and longer term impact of the event. In part two, the conversation turns to earnings season, with a Q2 round-up from the main U.S. carriers.
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00:00 Welcome and Agenda
01:21 Farnborough Show Context
04:34 Biggest Orders and Lessors
07:45 Airline Deals Roundup
12:33 What Success Looks Like
14:38 Next Gen Aircraft Talk
18:16 Emirates and Airbus Plans
21:58 United A321XLR Cabin Tour
24:05 Q2 Earnings Pivot
24:42 US Margins Ranking
29:14 Industry Pricing Power
32:03 American Airlines Deep Dive
41:00 Wrap Up and Sign Off
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