Time on Wing Podcast

George Ferguson shares his journey from a childhood fascination with aviation to a successful career in aerospace analysis at Bloomberg. We cover various themes, including the dynamics of the civil and defense aerospace sectors, the impact of NATO spending on European defense, and the challenges posed by supply chain issues. Ferguson also addresses the future of commercial aircraft development, the rise of Chinese competitors, and the importance of technological advancements in the industry.  The conversation concludes with insights into the balance of risk in aerospace innovation and the ongoing evolution of the market. In this conversation, George Ferguson discusses the complexities of the aviation supply chain, particularly focusing on engine manufacturers and their reluctance to increase production capacity. He highlights the opaque nature of the industry and the challenges faced by manufacturers in balancing short-term profits with long-term sustainability. The discussion also touches on the role of AI in aviation analysis, the insights gained from the Paris Air Show, and the current state of business aviation, emphasizing the ongoing demand for private jets despite supply chain constraints.

Shannon discusses his newly launched book, 'Insights for Aviation Business Professionals,' which aims to bridge the knowledge gap in aircraft performance characteristics among finance professionals in the aviation industry.  He elaborates on the key specifications that influence aircraft selection, emphasizing the importance of engine reliability and durability, as well as the operational characteristics that impact performance.  The discussion also touches on the future of aircraft design, emphasizing the role of aerodynamics and the increasing value of maintenance in aircraft investment decisions.

Donna Ager is our guest for this podcast - a legal expert in aviation. We discuss various aspects of aviation law, including the challenges faced by women in the field, the impact of AI on the industry, and the importance of networking and building connections.

Phil Bolger shares his extensive journey in the aviation industry, detailing his early influences, the challenges he faced, and the evolution of aircraft leasing. He discusses the strategic growth of GPA, the dynamics of aircraft financing, and the innovations that have shaped the market. Phil also reflects on the role of leasing in airline operations and offers insights into the future of the industry. This conversation delves into the evolution of aircraft leasing, highlighting the significant changes in financing structures, the role of joint ventures, and the impact of sale-leasebacks on the industry. The discussion also covers the risks and challenges faced by lessors today, the importance of maintenance in leasing agreements, and the dynamics of access to capital in the aviation market. In this conversation, the speakers delve into the current state and future of the aviation leasing market, discussing the lack of innovation in financing, the role of leasing companies, and the importance of understanding residual values and engine management. They explore the dynamics of regional aircraft, the impact of M&A trends, and the strategies that lessors can adopt to navigate the evolving landscape. The discussion highlights the significance of technical knowledge in driving value and the challenges of accurately appraising aircraft and engines.

Phil Seymour shares his extensive journey in aviation, starting from his childhood under the flight path of Heathrow Airport to his career at British Airways and beyond. He discusses the challenges and transitions he faced, including the impact of economic downturns on the aviation industry, his experiences living abroad, and the founding of an airline. Phil also highlights the importance of adaptability and innovation in navigating the complexities of the aviation sector. In this conversation, Phil Seymour discusses his journey in the aviation industry, emphasizing the importance of innovation, data analytics, and leadership during crises. He reflects on the evolution of IBA, the significance of passion and consistency in leadership, and the changing dynamics between appraisers and OEMs. The discussion highlights the need for a data-driven approach in aviation and the opportunities that arise from adapting to new technologies and market demands. In this conversation, Phil Seymour discusses the complexities of aircraft valuation, financing decisions, and the impact of tariffs on the aviation industry. The discussion delves into market dynamics, order book implications, and the challenges posed by economic uncertainty. The speakers also explore the future of aviation, aircraft deliveries, and the nuances of valuation in a fluctuating economic landscape.