The Short Version turns podcasts into what was actually said. Every weekday we take the shows worth knowing about — macro, markets, tech, power — and boil each episode down to the argument, the takeaways, and the calls, if anyone was brave enough to make them. An hour of someone talking becomes a few minutes of you reading. You listen to the episodes that earn it and skip the rest with a clear conscience.
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Oct 2, 2026 · 54m · 2 min read
David Kang, former group treasurer of Qatar Airways, walks through how airlines actually hedge fuel — swaps, zero-cost collars, and the structured strangle he built at Qatar Airways (selling Brent calls above $120 and puts below $80) after realizing the airline was effectively long oil through its ticket surcharge, not just short oil through consumption. That trade made $130 million in a year Qatar's revenue book lost $65 million, funding a 20% fare cut that took share from Emirates and Etihad. No new price or trade calls for listeners; his read on today's market (as of September 29, 2026) is that most airlines now avoid consumption hedging altogether and simply pass costs through via surcharge, while Europe stays structurally short diesel after Russian export curbs.
This is the super-short version — click for the full summary →