host chris grisanti.ormerly the: of a casino, like a blue chip -- equivalent of a casino, like a blue chip. let's talk airlines as blue-chip investments. you're kidding. >> no, i'm not kidding. you can make the most money in our business when you can say things are different this time and be right about it. i think that is true for the airlines, for once. >> alaska airlines, moonshot, too late to get on board? >> i don't think you should jump if you get an oil spike or terrorist activity anywhere in the world, these guys could decline 10% to 15% and that might be your opportunity. monopoly industry question mark and you get advantages? >> that is one of the three legs to our stool. clearly, consolidation. we have a secular thesis that the price of oil will be considerably lower than folks think it will with the american oil renaissance. it is coming into promise. >> what is the biggest headache for airlines right now? is a challenge revenue or expenses down the road? take the macro. economic slowdown will