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FTAIBULLISHIn depth · 4/5

Strategic capital initiative drives asset-light transition

The guest argued FTAI's Strategic Capital Initiative (SCI) uses third-party capital to fund aircraft acquisitions, making the leasing business asset-light and creating captive demand for its high-margin aerospace products segment.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE