Listened to some of that podcast. Let me give you the highlights. Ben basically thinks Southwest is screwed because of the amount of business travelers that fly Southwest won’t be returning after Covid is over. He also thinks that the Big 4 (including Southwest) are bleeding too much money even though they have lots of cash on hand. JetBlue, Spirit (big surprise there right) Frontier, and Allegiant are all going to be in great shape though. He never really explains why, but Ben never does a great job explaining why he thinks what he thinks. Just his opinion and everyone has one I guess.