In this episode I talk about the last 2 weeks and the macroeconomic updates we've heard regarding interest rates, the Fed and inflation data. I also talk about Oracle, their incredible earnings and how they're gaining traction in their cloud infrastructure business. I then talk about the Indian airline industry, competition within and the monstrous deals that have recently occured.
In this episode I talk about the last 2 weeks and the macroeconomic updates we've heard regarding interest rates, the Fed and inflation data. I also talk about Oracle, their incredible earnings and how they're gaining traction in their cloud infrastructure business. I then talk about the Indian airline industry, competition within and the monstrous deals that have recently occured.