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The Transcript Podcast Episode 28
Manage episode 313887883 series 3276605
In this episode, we discuss we discuss how the delta variant is dampening the summer euphoria, what companies are seeing in June/July data, and our Q2 review on Twitter Spaces this Friday.
The episode is based on yesterdays’ newsletter which is available on Substack.
Show Notes:
00:00:00 Introduction
00:00:15 Delta variant slowing summer euphoria
00:01:17 June-July data from companies is positive
00:02:26 Push back on return to office
00:02:51 Seasonality and inflation may cause headwinds
00:03:51 The underlying economy is strong and robust
00:05:00 Tough comps
112 tập
Manage episode 313887883 series 3276605
In this episode, we discuss we discuss how the delta variant is dampening the summer euphoria, what companies are seeing in June/July data, and our Q2 review on Twitter Spaces this Friday.
The episode is based on yesterdays’ newsletter which is available on Substack.
Show Notes:
00:00:00 Introduction
00:00:15 Delta variant slowing summer euphoria
00:01:17 June-July data from companies is positive
00:02:26 Push back on return to office
00:02:51 Seasonality and inflation may cause headwinds
00:03:51 The underlying economy is strong and robust
00:05:00 Tough comps
112 tập
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