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Latest / The Aerospace Executive Podcast

'Look Where People Aren't Looking': How to Find Opportunity in a Dislocated Market w/David Yu

The commercial aircraft and engine market may be dislocated but that doesn’t mean there aren’t opportunities for discerning investors. In many ways, the lack of efficiency is the opportunity.

Where are the opportunities right now?

In this episode, co-founder of Inception Aviation Holdings, Adjunct Professor of Finance at NYU Shanghai, and author of Aircraft Valuation: Airplane Investments as an Asset Class, David Yu returns. He gives his take on aviation right now, including Boeing, the supply chain, the regional airline crisis and why he thinks the industry headed in a good direction…

The skinny

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