Jamie Lane

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406 appearances 1 recordings 1 series first heard Jul 2026 last heard 7 Jul

Jamie Lane’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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And that's how I got introduced to the Air DNA data set because I needed to understand what was happening in this sector.

But prior to that, we had and at C B R E, we had a data set going back to the nineteen twenties where we could see what was having in tra

happening in travel and tourism over a full like 100 year uh time period.

And what you see is travel demand is highly correlated to GDP output uh and labor.

So uh if people have jobs, if people have incomes, uh then they're gonna spend that on travel.

Uh and there has been a bit of a disconnect lately.

uh where GDP has continued to go up.

Uh, and at least when you look at hotel demand, it's actually stayed pretty level to pre-pandemic levels.

We have seen overall increases in short term rental demand, cruise demand, other forms of travel.

But I there's always, and I think still to this day, this tight connection between jobs, income, and people

people's ability to travel.

And as we think about different scenarios going forward, I there are wildly different economic scenarios of what might happen because of AI.

And there's going to be and significant downstream implications to travel demand as well.

Yeah, so let's move exactly forward from that.

Yeah.

So uh our friends at Moody's Economics put together these scenarios.

So I'm in a in a economics group with their uh chief economist, Mark Zandy, and and he explains it as like there's

And when there's uncertainty, uh, it's helpful to think in scenarios.

And so what they put together is four different potential outcomes for how this plays out over the next few years.

Um, and then they assign probabilities to those scenarios, which then help you sort of plan of like, all right, we've got the most likely outcome.

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