エピソード

  • Episode 4 | Easyjet for sale - Is this Good, Bad or Ugly news for the industry?
    2026/07/01

    The headline numbers move the share price every time. But strip away the noise and the foundations for a genuine, completed takeover still aren't there. Does this mean easyJet isn't a genuinely attractive target — and who the more interesting buyers might actually be if this isn't really about Castlelake at all.

    続きを読む 一部表示
    22 分
  • Episode 3 | Self-Packaging vs ATOL Protection — Are Consumers Taking Too Much Risk?
    2026/06/29

    We explore the rise of self packaging holidays and the risk it entails. Will this trend continue or when geo-political events are at the forefront of people's minds package holidays have never been more important?

    続きを読む 一部表示
    26 分
  • Episode 2 | The Middle East reopens according to the FCDO - does travel go back?
    2026/06/25

    Did we really get our first ever episode wrong? The FCDO have changed their advice for travellers but what does it mean? We look at the possibilities for the region from many angles and get into some debate about how and when travel returns.

    続きを読む 一部表示
    24 分
  • Episode 1 | Has the Iran War permanently damaged the Middle East?
    2026/06/23

    After the Iranian war reached a ceasefire every analyst, every airline, every tour operator has spent time pricing in Middle East recovery. New routes. Restocked inventory. Staff rehired. And now the ceasefire is creaking. More attacks are unfurling. And if peace is signed will it meaningfully hold? So here’s the question nobody in this industry wants to say out loud: what if it doesn’t hold? What if this is just… how it is now? Let’s talk about that.

    続きを読む 一部表示
    27 分