Intro

Just when you think you have a handle on how a company will react to rising oil prices, Delta Airlines goes and flips the idea on its head. Even though the industry could be facing significant increases in fuel prices, the carrier gave shocking rosy earnings projections at a recent industry event. Plus, Mastercard’s foray into stablecoins and a sample of stories we’re watching

Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:

- Delta’s rosy outlook

- The changes in the airline industry

- Mastercard’s bet to become a crypto payments company

- The wall between fintech and traditional finance crumbling

- Bye bye, quarterly filings

- NVIDIA’s $1 trillion projection

- Who’s gonna insure that data center?

Companies discussed: DAL, AAL, LUV, UAL, BA, MA, V, COF, SOFI, JPM, BAC, TFC, RFC, PNC, NVDA, META, GOOG, AMZN

Host: Tyler Crowe

Guests: Matt Frankel, Lou Whiteman

Engineer: Dan Boyd

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