The cycle to the new normal might take, maybe even as we're seeing in commercial real estate. A cycle is never just one cycle; it's a little nesting doll of all these other cycles moving along at the same time and often in different directions. Deidre: Any final thoughts about the new Mark's memo? Taking the temperature before we wrap up, Deidre? I think it's a good read.
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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