# Delta Enfrenta al Petróleo y una Temporada Clave de Reportes Corporativos

Page: https://stenobird.com/podcast/market-insights-3596811/delta-enfrenta-al-petr-leo-y-una-temporada-clave-de-reportes-corporativos
Text version: https://stenobird.com/podcast/market-insights-3596811/delta-enfrenta-al-petr-leo-y-una-temporada-clave-de-reportes-corporativos.md
Podcast: [Market Insights](https://stenobird.com/podcast/market-insights-3596811)
Published: 2026-07-10T13:15:24+00:00
Episode link: https://podcasters.spotify.com/pod/show/insigneo-technology/episodes/Delta-Enfrenta-al-Petrleo-y-una-Temporada-Clave-de-Reportes-Corporativos-e3lti66
Audio file: https://anchor.fm/s/4b564b04/podcast/play/122652294/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-10%2F427713937-44100-2-6ad2845a7b5d6.m4a
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Duration seconds: 1283

## Resource

En este episodio especial, Juan Manuel de los Reyes conversó con Mauricio Viaud, Senior Investment Strategist y Portfolio Manager de Insigneo, sobre los resultados de Delta Air Lines y cómo el comportamiento del petróleo está influyendo en los márgenes de las compañías aéreas. Además, analizaron las perspectivas para la temporada de reportes corporativos del segundo trimestre y debatieron sobre el reciente repunte del crudo, las tensiones geopolíticas con Irán y las implicaciones de estos movimientos para los inversionistas de cara a la segunda mitad de 2026.

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## Transcript

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