{"podcast":{"title":"VREF | The Truth About the Aviation Market","slug":"vref-the-truth-about-the-aviation-market-7473682","podcast_index_feed_id":7473682,"rss_url":"https://api.riverside.fm/hosting/KlKGheoM.rss","website_url":"https://rss.com/podcasts/vref-the-truth-about-the-aviation-market","image_url":"https://hosting-media.riverside.com/media/imports/podcasts/baca7f0c-f5ac-43bc-8887-ff5ddd6cfc5e/20250903_070939_479186d40de6208b7f94a6be525ff918.png","author":"Jason Zilberbrand","episode_count":49,"summary":"Up-to-date information on the state of the aviation marketplace and it's effect on aircraft valuation by the leader in aircraft valuation: VREF Aircraft Value Reference, Appraisal & Litigation Services","last_synced_at":"2026-08-01T22:17:21.315982+00:00","page_url":"https://stenobird.com/podcast/vref-the-truth-about-the-aviation-market-7473682"},"episode":{"title":"When Markets Don’t Break… They Slow: Why Aviation Risk Is Now Showing Up in Time, Not Price | EP 32","slug":"when-markets-don-t-break-they-slow-why-aviation-risk-is-now-showing-up-in-time-not-price-ep-32","published_at":"2026-04-16T18:03:13+00:00","page_url":"https://stenobird.com/podcast/vref-the-truth-about-the-aviation-market-7473682/when-markets-don-t-break-they-slow-why-aviation-risk-is-now-showing-up-in-time-not-price-ep-32","show_page_url":"https://stenobird.com/podcast/vref-the-truth-about-the-aviation-market-7473682","url":"https://api.riverside.com/hosting-analytics/media/606961561510ddcb918ab0e905ac7acc9badaf31a6a2f18a22b7b0c537c27fdc/eyJlcGlzb2RlSWQiOiIyOTk4M2VjYS05ZDkwLTQ2ZDctYjdhYS1iYTE4NTRjYWRjZjkiLCJwb2RjYXN0SWQiOiJiYWNhN2YwYy1mNWFjLTQzYmMtODg4Ny1mZjVkZGQ2Y2ZjNWUiLCJhY2NvdW50SWQiOiI2OWNjMWVmYWJiNDBlZDcwMmI1MGI1MmEiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjllMTFmZGJkYzgzYzZiMDAxZWUzNjQ4L2phc29uLXppbGJlcmJyYW5kcy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTE2X18xOS00My01NS5tcDMifQ==.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/606961561510ddcb918ab0e905ac7acc9badaf31a6a2f18a22b7b0c537c27fdc/eyJlcGlzb2RlSWQiOiIyOTk4M2VjYS05ZDkwLTQ2ZDctYjdhYS1iYTE4NTRjYWRjZjkiLCJwb2RjYXN0SWQiOiJiYWNhN2YwYy1mNWFjLTQzYmMtODg4Ny1mZjVkZGQ2Y2ZjNWUiLCJhY2NvdW50SWQiOiI2OWNjMWVmYWJiNDBlZDcwMmI1MGI1MmEiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjllMTFmZGJkYzgzYzZiMDAxZWUzNjQ4L2phc29uLXppbGJlcmJyYW5kcy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTE2X18xOS00My01NS5tcDMifQ==.mp3","summary":"Podcast: The Truth About the Market Host: Jason Zilberbrand, President of VREF The first shock is always obvious. Fuel moves. Rates stay high. Headlines hit. Everyone reacts. But markets don’t actually change in the moment of impact. They change in how people respond to it. In this episode of The Truth About the Market , Jason breaks down what’s happening now — the second wave of market stress. Not panic. Not collapse. But something far more dangerous: a slow erosion of conviction that shows up in timing, not pricing. Because right now, demand hasn’t disappeared. But confidence has started to hesitate. And in aviation, hesitation changes everything. In this episode, we cover: • Why markets rarely break all at once — and how real stress shows up in behavior, not headlines • The difference between a collapsing market and a slowing one — and why slowing is harder to detect • What Q1 data reveals when you stop looking at volume and start looking at timing • Why days on market have quietly expanded by 40–60+ days — and why that matters more than pricing • The hidden risk behind “stable” transaction volume • How deals stretch before they fail — and why that signals declining conviction, not declining demand • The illusion of pricing stability — and why narrowing discounts can actually signal filtering, not strength • What “selection bias” looks like in aviation — and how it distorts perceived market health • Why unsold inventory tells you more than completed transactions • The growing buildup of aging inventory — and what it signals about market resistance • How the market is splitting into two distinct realities: assets that move quickly… and those that don’t move at all • The disappearance of the middle market — and why outcomes are becoming more binary • Why only ~25% of…","meta_description":"Podcast: The Truth About the Market Host: Jason Zilberbrand, President of VREF The first shock is always obvious. Fuel moves. Rates stay high. Headlines h…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1307,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/vref-the-truth-about-the-aviation-market-7473682/episodes/when-markets-don-t-break-they-slow-why-aviation-risk-is-now-showing-up-in-time-not-price-ep-32/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/vref-the-truth-about-the-aviation-market-7473682/when-markets-don-t-break-they-slow-why-aviation-risk-is-now-showing-up-in-time-not-price-ep-32.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}