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The Transcript Podcast Episode 8

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Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we cover the latest from the travel and leisure industry, the economics of the food delivery market, and musings from the latest Berkshire Hathaway Annual Report. You can read this week’s newsletter here and get the full transcript of the podcast on our website.
Show Notes
00:00 - Introduction
00:33 - High pent-up demand for travel vs limited supply
02:42 - People are enjoying living and working nomadically
04:17 - Views on office space demand post-pandemic
04:37 - Domino’s pizza delivery vs aggregator services
08:31 - Supply chain bottlenecks may be starting to ease
09:55 - Nuggets from Buffett and Munger

  continue reading

112 episodes

Artwork

The Transcript Podcast Episode 8

The Transcript

16 subscribers

published

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 28, 2024 19:36 (10M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 313887903 series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we cover the latest from the travel and leisure industry, the economics of the food delivery market, and musings from the latest Berkshire Hathaway Annual Report. You can read this week’s newsletter here and get the full transcript of the podcast on our website.
Show Notes
00:00 - Introduction
00:33 - High pent-up demand for travel vs limited supply
02:42 - People are enjoying living and working nomadically
04:17 - Views on office space demand post-pandemic
04:37 - Domino’s pizza delivery vs aggregator services
08:31 - Supply chain bottlenecks may be starting to ease
09:55 - Nuggets from Buffett and Munger

  continue reading

112 episodes

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