Travel Is Still Flying High

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