Welcome to Aviation Leaders interview series from Airline Economics and KPMG, the podcast where we explore the trends shaping aviation leasing and finance. In this episode, James Kelly, Head of Aviation Finance at KPMG, sits down with Vinodh Srinivasan, Managing Director and Co-Head of the Structured Credit Group at Mizuho Americas. Together, they unpack the strong performance of aircraft lessors over the past 12 to 18 months, the resilience of aircraft as an asset class, and the return of the ABS market—on track to exceed $9.6 billion in 2025. They also discuss OEM supply challenges, rising lease rates, and how private equity and infrastructure funds are driving a more institutionalized sector. Plus, what’s next for M&A and structured equity products? Stay tuned for insights you won’t want to miss.