Latest / VREF | The Truth About the Aviation Market
The Post-COVID Boom Is DEAD: Why Q2 Is Forcing Aviation Back To Reality | EP 38
In this episode of The Truth About the Market, Jason breaks down the Q2 2026 market numbers and explains why the aircraft market has fully unwound from the extraordinary conditions of 2021 and 2022.
In this episode, we cover:
Why April 2026 transaction volume is one of the weakest April readings of the last decade
How current closings compare to 2025, 2024, and the extraordinary post-COVID market of 2022
Why transaction volume tells more truth than listings, asking prices, or scraped internet data
Why the post-COVID market has fully unwound
How buyers have become more disciplined and less…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.