Delta Air Lines Inc at JPMorgan Industrials Conference Transcript

Mar 15, 2022 / 12:00PM GMT
Jamie Nathaniel Baker - JPMorgan Chase & Co, Research Division - U.S. Airline and Aircraft Leasing Equity Analyst

Good morning, everybody. My name is Jamie Baker, and I cover the U.S. airlines and aircraft leasing companies on the equity side here at JPMorgan. I'm joined by my colleague of 19.9 years and my very good friend, Mark Streeter, and it's a real privilege to welcome you back to 383 Madison.

I think it's only fitting that Mark and I'd be the first 2 faces of JPMorgan to welcome you back since we were the very first 2 analysts to oversee the first JPMorgan virtual conference 2 years ago. So entirely appropriate that -- yes, we're the first ones to return to normalcy here in New York.

When I was thinking about the conference about 5 or 6 years -- 5 or 6 weeks ago, we have been doing it for -- it feels like that duration. When I was thinking about it, I was like, this is going to be great. It's probably going to have a really celebratory feel to it. Obviously, fast forward to today, and it's a much more somber geopolitical backdrop that we're facing. We're in Europe, the

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