Another positive sign for the travel industry as Delta raises guidance. 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, and the curious allure of the many flavors of Doritos. Then, 15 minutes in, 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
