Delta had another strong quarter revenue up around 19% year over year. People want to fly when they can and feel comfortable doing so. Corporate travel is growing but not at pre-pandemic levels, says Bill Barker.
Another positive sign for the travel industry as Delta raises guidance.
(00:21) Bill Barker and Deidre Woollard discuss: - The surge in international travel and where Delta’s next revenue bump could come from. - What factors could slow the travel boom. - The curious allure of the many flavors of Doritos.
(15:11) The latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro.
Companies discussed: DAL, PEP
Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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