This podcast episode covers various economic and business topics, including the strong jobs report, rising bond yields, and their impact on the Fed's rate hike decisions. It discusses the upcoming bank earnings season and insights it will provide into the health of the US banking sector. The upcoming American Bankers Association conference is also examined, where Fed officials will address concerns about bank stress and lending. Furthermore, the episode analyzes the upcoming Delta Airlines earnings report, focusing on the impact of rising fuel costs and the company's advantages over competitors. Lastly, it explores the growing popularity of concert films and their potential to reshape the entertainment industry.
