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