What podcasts say about David Kang

Every statement, with the speaker, the exact quote and the moment it was said.

What David Kang has said on podcasts

18 statements · 7 positive · 5 negative · 2 mixed · 4 neutral

on Airline treasuryPositiveOct 2, 2026· Odd Lots
An airline treasurer protects the airline financially.
“I protect the airline financially. That's what a treasurer does.”
Listen at 10:02
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Qatar Airways fuel hedgingNeutralOct 2, 2026· Odd Lots
Qatar Airways forecast fuel consumption and hedged three years ahead.
“we hedged, we forecast out to 3 years”
Listen at 12:59
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Airline oil swapsMixedOct 2, 2026· Odd Lots
Oil swaps protect airlines from rising prices but lose value when prices fall.
“if the price of oil goes up, you're looking good because you've locked in your exposure and you've locked in your cost. But if it goes down, you bleed.”
Listen at 18:27
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Oil swapsPositiveOct 2, 2026· Odd Lots
Kang recommends entering oil swaps when prices are roughly $25–$35.
“It's best to do swaps when I think oil is low and it's in the low double digits, somewhere around $25, $35.”
Listen at 18:38
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Brent fuel hedgesPositiveOct 2, 2026· Odd Lots
A Brent hedge is preferable to having no fuel hedge when jet hedges are unavailable.
“it's better to have a hedge on than no hedge at all”
Listen at 22:20
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Jet-fuel price forecastsNegativeOct 2, 2026· Odd Lots
Market participants generally distrust agency jet-fuel forecasts.
“most people don't trust these agencies with their jet forecasts”
Listen at 23:57
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Singapore jet fuel marketNegativeOct 2, 2026· Odd Lots
Singapore jet fuel is a subjective rather than objective market.
“it's not a very objective market, it's a very subjective market”
Listen at 25:45
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Airline fuel hedgingPositiveOct 2, 2026· Odd Lots
Fuel hedging is especially useful to airlines when oil prices are low.
“Hedging helps, like I said, when oil prices are low”
Listen at 26:20
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Airline fuel hedging and surchargesPositiveOct 2, 2026· Odd Lots
Buying fuel hedges cheaply while prices rise can let airlines earn substantially more.
“if you've done it well and you've bought low and the market's still going up, economy's improving, everybody wants to travel, people are paying up, they don't really care right now how much the surcharge is, you can make twice as much money while you can”
Listen at 27:54
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Worldwide airline costsNeutralOct 2, 2026· Odd Lots
Jet fuel typically represents 25–30% of airline costs worldwide.
“if you are like the rest of the world's airlines, you're still anywhere from 25%, 30% of cost, it's jet fuel”
Listen at 29:09
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Qatar Airways hedge bookNegativeOct 2, 2026· Odd Lots
Qatar Airways inherited a hedge book showing approximately $280 million in losses.
“our hedge book was down a very decent amount of money, something like $280 million”
Listen at 30:23
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Qatar Airways fuel exposureMixedOct 2, 2026· Odd Lots
Qatar Airways was economically long fuel through tickets and short fuel through operations.
“we're long fuel on one side on the ticket. We're short fuel because to fly the plane or to fly the aircraft, you need jet fuel for it to take off.”
Listen at 39:34
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Price of oilNeutralOct 2, 2026· Odd Lots
Kang’s Qatar strategy assumed oil prices would mean-revert within five months.
“we understood that there would be a price mean reversion”
Listen at 40:58
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Qatar Airways hedgePositiveOct 2, 2026· Odd Lots
Qatar’s hedge earned $130 million while its revenue side lost $65 million.
“it was $130 million, and actually that year our revenue side lost $65 million”
Listen at 44:32
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Qatar Airways faresPositiveOct 2, 2026· Odd Lots
Qatar Airways cut fares 20% and became a market leader after the hedge.
“he cut fares by 20% and then we led the market”
Listen at 45:24
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Airline fuel costsNeutralOct 2, 2026· Odd Lots
Many airlines are currently passing fuel costs through to customers.
“they're mainly passing it through to the customer right now”
Listen at 51:47
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on Russian diesel exportsNegativeOct 2, 2026· Odd Lots
Russia’s export restrictions removed diesel from global markets, leaving Europe undersupplied.
“Russia's the second biggest diesel exporter on the planet. So a lot of diesel has been taken out of the whole complex. And honestly, right now, uh, Europe is pretty short”
Listen at 54:40
Open the episode · How Airlines Actually Hedge Higher Fuel Prices
on US diesel and heating oil pricesNegativeOct 2, 2026· Odd Lots
Export-ban rhetoric caused US diesel or heating-oil prices to fall.
“because of that rhetoric, right, you had diesel or heating oil in the US come down instead of go up”
Listen at 55:00
Open the episode · How Airlines Actually Hedge Higher Fuel Prices

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.