We Didn’t See That Coming from Airlines

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 17 March 2026

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Just when you think you have a handle on how a company will react to rising oil prices, Delta Airlines goes and flips the idea on its head. Even though the industry could be facing significant increases in fuel prices, the carrier gave shocking rosy earnings projections at a recent industry event. Plus, Mastercard’s foray into stablecoins and a sample of stories we’re watching Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Delta’s rosy outlook - The changes in the airline industry - Mastercard’s bet to become a crypto payments company - The wall between fintech and traditional finance crumbling - Bye bye, quarterly filings - NVIDIA’s $1 trillion projection - Who’s gonna insure that data center? Companies discussed: DAL, AAL, LUV, UAL, BA, MA, V, COF, SOFI, JPM, BAC, TFC, RFC, PNC, NVDA, META, GOOG, AMZN Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	A guidance raise in the most unexpected place.
0:08.9	This is Motley Full Money.
0:20.6	Welcome to Motley Full Money. I'm Tyler Crowe, and today I'm joined by longtime Fool
0:25.1	contributors, Matt Frankel and Lou Whiteman. On today's show, we're going to look at how
0:29.2	the lines between the old guard of finance and fintech companies are getting blurrier by
0:35.4	the day. And we'll follow up that with some stories each of us are
0:38.8	following as we conclude here. But first, Matt, Lou, I think it's fair to say that the market
0:45.2	has reacted with a lot of volatility, but I think rather predictable results with every
0:51.5	Iran-Middle-East new story coming out there. out there. A ship goes through, prices go down,
0:58.3	port gets blown up, prices go up. I'm pretty on track here, right, Lou? Yeah, I mean, look, I think
1:05.2	it's as you'd expect, but I am surprised at the micro movement that we're not seeing the big
1:10.1	picture here. We are just
1:11.2	really up and down with every little thing. Yeah, I would agree with that. It's been predictable.
1:16.7	I thought that oil prices would spike a little bit quicker than they did toward the beginning
1:20.5	of the conflict. Remember, it took a little while until it really started to go upward.
1:25.2	But yeah, it's been pretty predictable. So with that in mind and the predictability thing, Delta Airlines issued guidance this
1:32.5	morning.
1:33.2	It was ahead of an industry conference.
1:34.8	And it really stood out because it didn't follow the script of what we thought would be
1:39.3	predictable in the place of rising fuel prices.
1:42.5	I thought we would all kind of say, hey, fuel prices are going to be
1:45.8	higher margins are going to get hit. We'd probably see some conservative guidance or maybe even
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.