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184 - David Siegel, Senior Advisor, Apollo Global Management

Airlines Confidential Podcast

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The Negatives of Boeing Delaying Deliveries

Boeing delays mean airlines won't be able to add too much capacity in what is going to be a busy summer. That means fares will be a little bit higher, but fares will also likely cover the airline's costs. The downside to that is once Boeing does get everything figured out, and Airbus has had its delays, I do worry that those planes are going to get delivered right when traffic drops off.

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