In this episode, we discuss the challenges companies are having in hiring, the worries around the Delta variant and the inflection in business travel
Show Notes:
00:00:00 Introduction
00:00:13 Delta variant threat to the unvaccinated
00:01:41 It's a workers’ market
00:04:30 Supply chains constraints still driving inflation
00:05:37 Emerging market vaccine manufacturing ramping up
00:06:44 Changing dynamics of M&A markets
00:07:18 Unicorns are their own asset class
00:07:58 Business travel is bouncing back