Show Notes
U.S. airfares are up nearly 19%, but passenger volumes are essentially flat. Sarah Kopit and Seth Borko examine what the latest travel data reveals about pricing power, consumer spending, and the industry's outlook for 2027.
They also discuss JetBlue's critical earnings report, Hilton's technology ambitions, Airbnb's controversial checkout policy changes, and why 6,000 people want to become the new voice of Boston Logan Airport.
This episode is brought to you by ZS.
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00:00 Cold Open Weekly Number 00:37 Seth in Albuquerque 01:33 Roadrunner Sighting 02:41 Show Agenda Setup 03:10 Travel Demand Data Slide 04:02 Airlines Hotels Overseas Trends 06:58 Consumer Wages Inflation Debate 10:43 Live FRED Economics Corner 15:15 Earnings Season Overview 16:27 JetBlue Rumblings and Rally 20:06 Hilton as Tech Company 21:26 Hilton Goes Tech Forward 22:31 Nasdaq Move Signals Optics 24:23 AI Inflection Point Ahead 25:18 Airbnb Cracks Down On Chores 27:14 Host Pushback And Privacy 30:17 Airbnb Goes More Professional 34:02 Winner Boston Accent Announcer 37:06 AI Mentions Over Under Bet 39:13 Irish Coffee And Wrap Up
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