Chart of the Day: Airline Recovery Trade Falters

The video discusses the role of airlines as a recovery trade post-2020, highlighting the volatility and growth potential in the sector. It analyzes the trends in airline stocks, noting the impact of crew shortages, debt, and the Omicron variant. The discussion extends to reopening trades and their effect on market growth, with a shift towards yielding sectors. The video also explores travel alternatives like train travel and the potential impact of vaccination regulations on passenger counts.

Discuss the impact of vaccination proof regulations on passenger counts for airlines. What are the potential outcomes?

What trends were observed in the stock performance of airlines compared to passenger counts?