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Index investing and the future of airline mergers

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Jun 1, 2022
35:59
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1
Introduction
00:00 • 2min
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2
The Rise of Active Investing
01:49 • 4min
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3
Is Common Ownership Driving Product Markets?
06:17 • 5min
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4
Is the Rise of Large Shareholders Putting More Pressure on Managers?
10:48 • 3min
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5
Is There an Alternative to Capping the Level of Ownership of Large Players?
13:57 • 3min
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6
Capital Markets Need to Provide Diversification, but Also Acquiring Information
16:30 • 2min
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7
Jep Blue
18:07 • 2min
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8
Jet Blue's Spirit vs Jet Blue Offer
20:32 • 6min
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9
Jet Blue Buying Spirit With a Competitive Offer That Is Great for Spirit Shareholders?
26:29 • 3min
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10
Do You Know What the Future Looks Like?
29:55 • 3min
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11
What's Your Favorite Restaurant in Japan?
32:27 • 3min
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In the latest episode, Felix and Mihir discuss the potential dark side of the rise of index investing and who should end up owning Spirit Airlines, JetBlue or Frontier.

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