{"podcast":{"title":"Proactive - Interviews for investors","slug":"proactive-interviews-for-investors-1457173","podcast_index_feed_id":1457173,"rss_url":"https://feeds.simplecast.com/xjpdm5C9","website_url":"https://proactive-interviews-for-investors.simplecast.com","image_url":"https://image.simplecastcdn.com/images/92f9cc71-7d4c-4ec0-a2f3-6a6b31027b4c/3fd3b604-35cf-4701-acde-0f1fdf33d67a/3000x3000/square-with-type.jpg?aid=rss_feed","author":"Proactive Investors","episode_count":600,"summary":"Welcome to the Proactive podcast channel – the destination for breaking news on growth companies and up to the minute market coverage. Here we plug you into what’s new and exciting in the world of business.","last_synced_at":"2026-07-28T06:17:38.329793+00:00","page_url":"https://stenobird.com/podcast/proactive-interviews-for-investors-1457173"},"episode":{"title":"U.S. Global Investors CEO says travel sector volatility creating investment opportunity","slug":"u-s-global-investors-ceo-says-travel-sector-volatility-creating-investment-opportunity","published_at":"2026-05-13T18:03:51+00:00","page_url":"https://stenobird.com/podcast/proactive-interviews-for-investors-1457173/u-s-global-investors-ceo-says-travel-sector-volatility-creating-investment-opportunity","show_page_url":"https://stenobird.com/podcast/proactive-interviews-for-investors-1457173","url":"https://proactive-interviews-for-investors.simplecast.com/episodes/20260513-us-global-investors-inc-fdWmU6CF","audio_url":"https://cdn.simplecast.com/media/audio/transcoded/1068c7db-2e26-4675-9674-33cc0c49ccdc/b96906c8-b386-47e4-a142-589b24379f8e/episodes/audio/group/41b5039e-c104-4d0f-bb8f-7d85df87ea55/group-item/ccc40c70-ac06-4de0-8e0b-8f5a5025b31f/128_default_tc.mp3?aid=rss_feed&feed=xjpdm5C9","summary":"U.S. Global Investors CEO Frank Holmes joined Steve Darling from Proactive to discuss the resilience of the global travel industry and why recent volatility in airline and tourism stocks may present a compelling investment opportunity. Holmes noted that while airline shares have faced pressure from geopolitical tensions and rising fuel costs, underlying travel demand remains robust. He pointed to strong passenger traffic and full flights as evidence that consumer appetite for travel continues to outweigh broader market concerns. “The numbers are coming out, Steve, and they're quite dramatically more positive than the negative sentiment,” Holmes said, adding that airlines have largely been able to pass higher fuel costs on to travelers without significantly impacting demand. The discussion focused on the company’s TripETF and broader trends across airlines, hotels, cruises, and tourism-related businesses. Holmes highlighted continued strength in international travel demand, particularly between North America, Europe, and Asia, despite ongoing geopolitical disruptions in parts of the world. He also pointed to surging demand for tourism experiences globally, noting that destinations such as Machu Picchu and several major European museums have introduced visitor limits due to overwhelming tourism volumes. According to Holmes, luxury hotels continue to demonstrate strong pricing power, reflecting sustained consumer willingness to spend on premium travel experiences. Holmes added that the upcoming 2026 FIFA World Cup is expected to provide a major tourism and hospitality boost across Canada, United States, and Mexico. The interview also touched on challenges facing Spirit Airlines, including operational issues tied to aging aircraft fleets, rising energy prices, and customer…","meta_description":"U.S. Global Investors CEO Frank Holmes joined Steve Darling from Proactive to discuss the resilience of the global travel industry and why recent volatili…","key_points":[],"chapters":[],"topics":[],"duration_seconds":310,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/proactive-interviews-for-investors-1457173/episodes/u-s-global-investors-ceo-says-travel-sector-volatility-creating-investment-opportunity/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/proactive-interviews-for-investors-1457173/u-s-global-investors-ceo-says-travel-sector-volatility-creating-investment-opportunity.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}