Scott Kirby

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares her insights on equity markets amidst tariff uncertainties. Rick Rieder from BlackRock warns of troubling signs from the bond market that investors should monitor. Eric Cantor discusses how President Trump's policies will shape economic direction in Washington. Meanwhile, United Airlines CEO Scott Kirby highlights the state of the airline industry, navigating challenges from geopolitical tensions and shifting consumer habits.

United CEO Scott Kirby discusses Boeing, United's competitors, and US-based ULCCs. Topics include challenges to airplane manufacturers, route profitability, airline failures, and strategic innovations in the industry.

Scott Kirby, the CEO of United Airlines, shares insights on the airline's best first quarter performance in five years. He discusses the impact of economic fluctuations on airline strategies and highlights consumer travel trends showing resilience in international travel. Kirby delves into challenges posed by tariffs and the importance of domestic maintenance for long-term growth. Additionally, he outlines innovative measures United is taking to enhance the flying experience, including larger overhead bins and free high-speed Wi-Fi to boost customer loyalty.

Rene Haas, CEO of Arm Holdings, discusses the company’s pivotal role in a $500 billion AI infrastructure joint venture involving Oracle and OpenAI. He shares insights on how AI will transform various sectors, especially drug development. Meanwhile, Scott Kirby, CEO of United Airlines, reveals strong fourth-quarter earnings and a promising outlook for 2025, attributing success to diversified revenue. The conversation highlights the skyrocketing shares of Netflix following impressive subscriber growth and the broader tech market's response to these dynamics.

Cameron Dawson of NewEdge Wealth talks about volatility in equity markets. Scott Kirby from United Airlines discusses the outlook for summer travel. Anthony Capuano of Marriott International shares insights on travel demand in the US.