About this episode

The episode discusses the impact of rising jet fuel prices on airlines and analyzes the recent selloff in aerospace suppliers.

Jet fuel is up 62% since the Iran war began. A TD Cowen analyst on which airlines can weather it, and a Morgan Stanley analyst on why the selloff in aerospace suppliers is overdone. Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Barron's

Topics covered

• airline industry
• aerospace suppliers
• jet fuel prices
• market analysis
• investment opportunities

Keywords

• airplane stocks
• jet fuel
• TD Cowen
• Morgan Stanley
• aerospace suppliers
• investment
• selloff

Mentioned in this episode

Organizations: TD Cowen, Morgan Stanley

Places: Iran

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