Welcome to Seeking Alpha's Wall Street breakfast, your daily source of market news and analysis.

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Hello and thanks for listening today.

I'm Julie Morgan host of Wall Street Breakfast, Seeking Alpha's Daily flagship podcast.

Today we're talking about Southwest Airlines.

The company recently held an investor conference. What came out of that annual

meeting? And how does one analyst rate the stock? Buy, sell or hold? Today I'm joined by

Deereen Bachei. He's the author of the Aerospace Forum on Seeking Alpha.

You can find them in the Seeking Alpha Marketplace.

Dearin, welcome to the show.

Thank you.

So today we're talking about Southwest Airlines.

So the company recently held an investor conference.

Tell me one thing that stood out to you the most about what the company shared. Just as a global asteroid, it's a company's intelligence approach towards identifying opportunities

and continuously building products and rural out cost reduction initiatives.

Looking more specific at the metric, I would say capacity,

because for companies such as Southwest Airlines, it's hard to pick one thing that stands out.

Because they have been true quite a lot for the past three years.

But if you look at the capacity, it gets where the demand side comes together and the

available resources come together. And if you look at demand, then there is a big base case right now is that there will be a recession

into early next year or in the second half of the year. But demand is expected to be

strong. If we look at a variable But the

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