TRAVEL AGAIN PODCAST — Season 4, Episode 4Guest: Stephan Baars, CEO, BCD TravelHosts: Mike McCormick & Ed SilverTranscript, separated by speaker ======================================================================== INTRO ANNOUNCER: Welcome to the Travel Again...
Last year, I wrote that Navan’s IPO wasn’t just another public offering. It was a referendum. Not simply on one company, but on whether Wall Street (and Private Equity) was finally prepared to value a travel company as a technology company. At the time,...
For the better part of two decades, travel executives talked about “unbundling.” Today, we’re watching the exact opposite happen. Travel is “re-bundling” around experiences. This week brought two developments that, while seemingly unrelated, point to...
For decades, the travel industry has competed on a familiar set of battlegrounds: inventory, price, distribution, loyalty. Each wave of innovation reshaped the hierarchy, but the underlying model stayed the same: give travelers more choice, surface better options, and...
Welcome to Travel Again’s Weekly Travel Roundup, covering the headwinds and tailwinds shaping the business of travel. Please welcome our hosts, Mike McCormick and Ed Silver. How are you doing, Mike? Good to see you. Good to see you, Ed. We are at season four,...
