Freightonomics: Recent Episodes
FreightWaves
At the crossroads of economics and freight there is Freightonomics. This show is hosted by FreightWaves market expert Zach Strickland and economist Anthony Smith.
Zach and Anthony discuss how the freight market appears to be showing signs of coming off the ground, while the consumer's future is still murky. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Zach and Anthony discuss a slew of earnings calls that are heavily skewed towards lowering guidance for the back half of the year, regardless of some signs of slight improvement in July. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Zach and Anthony bring on Dr. Zac Rogers to discuss the latest Logistics Managers’ Index results and what they mean for the rest of the year. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Zach and Anthony discuss Yellow’s ongoing struggles and its impact on the freight market and ask if there are any signs of an economic inflection point in the data. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Zach and Anthony dive into where the freight economy is primed to head in the second half of 2023. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Zach taps in Thomas Wasson to discuss why there seems to be so many labor disputes in the logistics space and discuss what the holiday data tells us about the current state of the freight market. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Zach and Anthony discuss the reasons transportation providers are struggling and the economics of why Yellow is at the front line. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Zach and Anthony discuss the hidden changes in transportation and economic patterns and how relationships between data points and indicators are also changing. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Zach and Anthony bring on Dr. Zac Rogers and discuss the latest Logistics Managers’ Index report and supply chain management trends. Follow the Freightonomics Podcast Other FreightWaves Shows
Anthony and Zach discuss what the “bottom” of the freight market looks like and how it is different from the broader economy.
Pros and cons of specialization, slow versus rapid changes, individual vs group, outdated infrastructure/thinking, value over flash
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Anthony and Zach discuss J.B. Hunt’s Q1 results among others and how much of the early optimism for a late year recovery has waned.
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Anthony and Zach break down how the different sectors are faring as the economy cools and discuss the varying levels of influence from inflation.
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Anthony and Zach discuss how the freight market bottom may be in sight, but there is a lot of noise around the future of the economy. Are there historical figures that can help us understand the current environment?
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Anthony and Zach discuss the current market and the long term impact of the current economic policies that are deterring investment and pushing for more regionalized supply chains.
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Anthony and Zach discuss the Knight-Swift purchase of US Xpress and the current M&A environment as the Fed continues its war on inflation.
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Anthony and Zach discuss takeaways from the recent bank failures and bring on Dr Zac Rogers to discuss the current supply chain environment.
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Anthony and Zach discuss whether or not there are any signs of a return to seasonal patterns after a relatively uneventful winter.
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This week offered huge releases for the macro economy. Zach Strickland and Anthony Smith dive into those reports and what it means for freight.
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Tony Mulvey and Zach Strickland discuss whether or not we are seeing evidence that the goods economy has bottomed.
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Anthony and Zach discuss takeaways from Knight-Swift and Old Dominion earnings, Dallas’ recent ice event, why LTL outperformed TL in Q4, 2022 capacity growth, the Fed’s decelerating rate hikes, and why there is continued optimism from transportation providers about 2023.
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Anthony and Zach explore what needs to happen for a soft landing for the US economy and how it may be too late for the freight market.
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Anthony and Zach discuss how debt management will weigh heavily on the future transportation economy.
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Anthony and Zach discuss whether or not the data points to a bottoming of freight and economic activity as we enter 2023.
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Dr. Zac Rogers returns to discuss the latest Logistics Managers’ Index results and what they suggest for supply chains in 2023.
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The effect of a slowing economy is finally reaching some of the lagging sectors. Manufacturing and LTL are starting to dip into negative growth territory for the first time this year.
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Historically, December is a mix of chaos of last minute activity and gearing down for the holiday period. The economy shows continued signs of slowing down, but how will it affect freight’s most polarizing month.
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Demand for transportation continues to fall heading into the final stretch of 2022, yet there is still evidence of capacity growth. Anthony Smith and Zach Strickland discuss what post peak could look like.
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It is clear that the economy is slowing and transportation providers are feeling the softness as what looks like an underwhelming peak approaches. Anthony and Zach discuss the nuances between this and previous economic cycles.
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Anthony and Zach break down the GDP growth announcement and what it means for transportation as well as the broader economy.
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Anthony and Zach discuss what to make of J.B. Hunt’s earning beat and Knight-Swift’s miss. The fundamentals of the freight market have been falling apart since March, but many large carriers are just now feeling it.
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Anthony and Zach discuss how many macroeconomic transitions take a long time to fully manifest, while certain aspects turn on a dime.
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Anthony and Zach discuss the spectrum of reactions to the easing economic environment as we transition into a new era.
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Anthony and Zach discuss how Hurricane Ian may undermine some supply chains’ recovery as well as what it means for the economy.
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Zach Strickland welcomes the new Anthony Smith to the show to sift through the news of the day.
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The rail strike nearly brought another round of economic chaos to the economy, illustrating that supply chain disruptions can still have huge impacts. Anthony and Zach discuss what other possible risks to economic stability are still looming in 2022.
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The economy is on a rollercoaster of extreme highs and lows. Is this a direct effect of short sighted over corrective behavior or has the world entered a new era of increased volatility?
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Anthony is joined by Tony Mulvey for a double econ conversation around the underlying trends within the U.S. and the supply chain
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Anthony and Zach explore economic and transportation trends as the economy moves into a new post-pandemic state of being.
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Anthony and Zach ask what is the ideal balance between policy and personal responsibility and discuss the recent governmental actions such as the Inflation bill and AB5 ruling and their impact on businesses and individuals.
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Anthony and Zach discuss how the supply side is mainly driving record levels of inflation and that it may not have peaked.
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Anthony is joined by guest feature Tony Mulvey for a double dose of Econ and analysis with Dr. Zac Rogers.
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Zach and Anthony discuss the recent interest rate hikes and why they have not curbed inflation thus far.
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Zach and Anthony discuss why carriers are surprising Wall Street with their Q2 earning reports.
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Zach and Anthony bring on Dr. Zac Rogers to talk about the continued congestion issues surrounding ports and the rails.
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Zach and Anthony make sense of the current decisions being made in the macroeconomic environment and supply chain policy
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Zach and Anthony discuss what the current data suggests about the second half of what has become a wild 2022.
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Zach and Anthony discuss how companies are changing their strategies in response to a slowing economy and how transportation demand has been a leading indicator.
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Zach and Anthony tackle explaining stagflation and its potential impact on supply chains and transportation as well as address the debate around import activity.
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Zach and Anthony recap Gartner conference findings, waning demand and host Dr. Dale and Zac Rogers who break down the current supply chain environment and the LMI.
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Anthony and Zach discuss what a few key market indicators are saying about the slowing freight economy.
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Zach and Anthony reunite with Zac Rogers to talk the latest trends in the Logistics Industry
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Zach and Anthony go through their big takeaways from FW first live event in over two years.
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Zach and Anthony discuss some of the recent reports that appear to conflict with the message that the freight market is heading towards a reversal.
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Zach and Anthony talk about what's going up and what's going down and our joined by Parker McNamara of Project 44 and Dr. Zach Rogers of Colorado State.
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Zach and Anthony dive into the slower trends taking hold of the industry and the underlying trends leading up to it.
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Zach and Anthony reunite with Dr. Zac Rogers and discuss the big build up happening upstream
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Zach & Anthony discuss the impact of rising oil and fuel costs on transportation and the continued inflationary pressures generated by COVID and the war in Ukraine.
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Zach and Anthony discuss the mixed signals being given by the freight market and economy at the moment while updating the impact of the Ukrainian conflict.
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Zach and Anthony dive into what some regulations might mean, and how far is too far in an overaction
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Zach and Anthony chat with three guest about the long overdue changes needed in the supply chain and speculate about the future for the industry
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Zach and Anthony discuss what to make of the connection between financial markets and the transportation sector/economy.
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Zach and Anthony discuss what the looming interest rate increase means for economic development in 2022.
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Zach and Anthony discuss a few big earnings reports and what some of the lasting changes will be as the world economy adapts to Covid as a permanent fixture.
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Zach and Anthony break down the strong start for truckload demand this year and how supply chains continue to play catch up.
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Zach and Anthony discuss the Central Freight shut down and discuss how a carrier can fail in one of the biggest freight booms in history.
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Zach and Anthony reconnect with Dr Zac Rogers and discuss the latest Logistics Managers’ Index results and how supply chains have changed over the past year.
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Zach and Anthony breakdown the nuances hitting the freight markets this peak season and talk 2022 expectations
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With the traditional start to retail peak season happening next week, Zach and Anthony discuss whether or not we have already seen the peak of the recent economic and transportation sector’s cycle.
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Zach and Anthony dive into the expectations for the freight industry in 2022 and beyond with Managing Director, of Deutsche Bank Amit Mehrotra, and Truckstop.com Chief Relationship Officer, Brent Hutto.
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Lead Economist, Anthony Smith sits down with Lionel Van Der Walt, of PayCargo and David Ma, of Front to chat about the importance of optimization in logistics and the customer experience.
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Zach and Anthony bring on Henry Byers to discuss the recent problems surrounding the ports of Los Angeles and Long Beach and their downstream impacts on surface transportation.
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Zach and Anthony bring on Wes Struebing to discuss some takeaways from the close of the 3rd quarter and what are some developing trends heading into peak season and 2022.
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Zach and Anthony bring on Matthew Mugar Co-Founder BOA Logistics, Logica Trucking, and Flow Cold Warehouse to discuss the challenges of operating a refrigerated fleet and brokerage over the past year and what is looming for the future.
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Zach and Anthony bring on Chris Wolfe, CEO of PowerFleet, to discuss his perspective on the ongoing port congestion and problems contributing to it like the chassis shortage and lack of visibility and how technology can play a critical role in alleviating supply chain bottlenecks.
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Zach and Anthony bring on Mary O’Connell to discuss what peak season may look like this year from a brokerage/managed transportation perspective.
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Zach and Anthony bring on Mike Baudendistel to get a rail report. Will the congestion issues and limited chassis availability around the ports and ramps continue to limit capacity. Also an update on the Canadian Pacific KC rail merger.
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Zach and Anthony bring on Gabrielle Bosché, co-founder of the purpose company and expert on millennial culture, to discuss how to navigate generational differences as hiring and retaining employees becomes a growing challenge.
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Zach and Anthony go back and forth between latest trends and differing views with FreightWaves Market Expert Henry Byers.
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Anthony and Zach bring on Wes Struebing to talk about the current state of freight and implications for another shutdown.
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Anthony and Zach bring on Zac Rogers to discuss the latest Logistics Managers results and the growth in warehouse and short haul demand as shippers prepare for the fourth quarter.
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Anthony and Zach bring on Greg Miller to discuss the upcoming maritime peak season, rates, and the potential for regulatory action on ocean shipping.
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Anthony and Zach bring on Alan Adler to discuss PACCAR’s backlog of truck orders and how Nikola founder Trevor Milton’s fraud charges impact his former company.
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Anthony and Zach discuss the latest Knight-Swift purchase of AAA Cooper and what the recent large LTL purchases mean for the sector. Dr. Zac Rogers joins to discuss if this is just a way for carriers to use their newfound cash reserves to grow without ordering trucks.
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Anthony and Zach bring on Wes Struebing to discuss how the fundamentals of freight management have changed through the first half of 2021 and what the next six months have in store.
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Anthony and Zach bring on Eric Kulisch to discuss Fedex/LTL, the port of Savannah, and the current state of air cargo in a smorgasbord of supply chain stories.
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Anthony and Zach discuss whether or not we are seeing the early signs of goods demand falling and the potential fallout when the economic boom wanes.
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Zach and Anthony bring on Dr. Dale and Zac Rogers to discuss the ongoing build up of upstream price increases, challenges around unemployment, and more!
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Zach and Anthony bring on Alan Adler to discuss how OEMs supply chain issues may keep the current transportation cycle tighter longer.
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Zach and Anthony talk lumber, labor gas and warehouse capacity and what it means for freight. Special guest Zac Rogers joins to give LMI updates.
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Anthony and Zach discuss the rising costs and shortages of commodities and how they are putting the squeeze on production and inventories as the economy crawls out of the pandemic and ask should we put more effort on domestic production?
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The maritime shipping space has been filled with more drama than an episode of the Kardashians. Henry Byers joins Anthony and Zach to discuss the container shortage, Suez Canal debacle, and other problems that have contributed to all-time high shipping rates and what some of the data is telling us about the future.
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Zach and Anthony dive into higher prices making it's way to consumers and tight capacity within warehousing with Dr. Zac Rogers.
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Anthony and Zach discuss what the Amazon Union vote means for logistics, how the semiconductor shortage will impact capacity, and why employers are having trouble hiring.
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Anthony and Zach bring on intermodal and rail expert Mike Baudendistel to discuss how the sector is handling import growth, the container crisis, and what its future looks like post pandemic.
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The Suez canal blockage has been a big enough deal to make its way into pop-culture meme references. But what are the real implications of what appears to be yet another roadblock for supply chain and inventory management in 2021?
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The winter weather sent transportation rates back into peak mode while supply chains got another roadblock in their path to inventory replenishments. All of these problems come at a cost that will eventually end up hitting the consumer and potentially stifling the recovery process.
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Maritime capacity continues to push rates higher Dr Zac Rogers comes on to discuss how this has pushed many shippers to look for other options as supply chains are reformed throughout the globe.
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Zach and Anthony discuss how supply chain managers are changing their focus after a year of COVID and bring on Dr Zac Rogers to talk about how quickly things are moving with a look at the latest Logistic’s Managers Index
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Anthony and Zach pour through the latest economic and freight market numbers, explaining the significance of each while discussing the increasing importance of knowing how to interpret and use data in the age of over-information.
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After a trade war with China and a pandemic, more protectionist policies have been considered and implemented in the U.S. than seen in decades. What does this mean for the economic recovery and domestic transportation?
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Anthony and Zach discuss how the nation's largest restocking event will shape transportation and logistics through the first half of the year with Dr Zac Rogers
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Zach and Anthony dive into what matters the most during times of chaos and uncertainty.
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Anthony and Zach have a comprehensive discussion over what the economic and freight market indicators are telling us to expect in the coming year.
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Anthony and Zach discuss the latest LMI results and how transportation bottlenecks may be leaving a lot of the freight undelivered until after Christmas.
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Anthony and Zach bring on CEO of PowerFleet Chris Wolfe to discuss some of the hurdles of distributing the most economically impactful freight of our time.
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Anthony and Zach discuss why the capacity crunch may not lead to long lasting profits for many transportation providers as well as give an update on the economy and freight markets.
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Anthony and Zach bring on FreightWaves’ VP of Association & University Development, Will Sehestedt, to open the door on policy makers’ agendas and how president-elect Biden may impact transportation regulations in 2021.
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Anthony and Zach discuss the bottlenecks that continue to plague the maritime shipping industry, while breaking down the latest retail and industrial numbers.
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There is little doubt that the next few months will be busy for domestic transportation, but will increasing COVID cases and the looming changes of policy from the new president-elect have any impact? Anthony and Zach bring on Dr. Zac Rogers to discuss near and long-term expectations.
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Anthony and Zach discuss the increasing concerns over the driver shortage and how presidential elections influence the economy.
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Zach and Anthony cover the latest in the logistics industry with special guest, Dr. Zac Rogers.
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Zach and Anthony cover the latest in the logistics industry with special guest, Dr. Zac Rogers.
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Anthony and Zach bring on Maritime expert Henry Byers to discuss the near and long term impacts to the domestic freight market resulting from the record breaking influx of shipments from Asia.
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Zach and Anthony discuss the mini-bid trend and the economic uncertainty going into 2021
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Anthony and Zach talk about driver retention and recruitment issues and how they will contribute to keeping the spot market for trucking active through the rest of 2020.
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Anthony and Zach have Dr. Matt Waller, Dean of Sam M. Walton College of Business, Professor of Supply Chain Management at Arkansas on to discuss the importance of leadership in transportation as well as how supply chains are evolving as a result of the COVID-19 pandemic.
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Anthony and Zach discuss the latest Logisitcs Managers Index results with guest Dr. Zac Rogers and what is driving the continued tightening of the domestic freight market.
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Zach and Anthony cover the latest in the freight economy. Special guest and Senior Economist, Dustin Jalbert joins to discuss the lumber market
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Anthony and Zach discuss the potential impact of Hurricane Laura to the freight market and bring on special guest Chris Bryant, a flatbed owner-operator, to get insight on what is happening on the road.
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Anthony and Zach from Carrier Summit
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Zach and Anthony go over surprising trends that are popping up going into the second half of 2020, and the headwinds facing the economy
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Anthony and Zach discuss the Knight-Swift earnings and what they mean for the freight economy. Anthony gives an economic update and Zach talks about the continued unexpected strength of freight volumes in the U.S.
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Anthony and Zach talk about the impact of Roadcheck week on the freight market and bring on Zac Rogers to discuss the latest Logistics Manager’s Index results.
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Anthony and Zach talk to Chris Wolfe, CEO of Powerfleet about how COVID-19 has impacted various supply chains and what the new resurgence in cases may do to inhibit their recovery.
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Anthony and Zach discuss the booming freight market and reasons why it will and will not sustain into July as well as the implications for the new insurance bill and YRC bailout.
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Anthony and Zach talk to rail and intermodal expert Mike Baudendistel about some interesting signals from that sector as well as connecting the dots between modes.
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Anthony and Zach discuss the dynamic between the spot and contracted market as rates continue their wild ride in 2020. Do carriers, brokers or shippers control the spot market?
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Anthony and Zach discuss the hours of service exemption, consumer prices, and other recent macroeconomic releases. Dr. Zac Rogers makes an appearance to review the latest LMI findings
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Anthony and Zach discuss what to make of the subtle increase for the May PMI and orders, while domestic freight volumes surge. Also, produce season pushes agricultural rates over 2019.
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Anthony and Zach discuss the surprisingly rapid recovery in the housing/home improvement sector of the economy and whether it has sustainability.
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Anthony and Zach discuss what to make of the recent recovery in volumes and what is happening today that may affect capacity later in the year as well recent economic developments.
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Zach and Anthony go over the latest economic trends within the freight industry and bring on special guest, Zac Rogers to breakdown the Logistics Managers Index.
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Zach and Anthony review some of the latest company earnings and a major economic release.
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Anthony and Zach discuss the Knight Swift/Heartland earnings; slowing decline of freight rates and volumes and what the rising imports mean for the recovery
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Anthony and Zach discuss what to make of the first major U.S. carrier to report earnings during the COVID-19 outbreak along with the recent Cass, industrial production and retail releases.
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Anthony and Zach have special guests Mike McNamara and JT Engstrom on to discuss coronavirus' impact on various pieces of global supply chains and give an update on how the economy and freight market are reacting domestically.
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Anthony and Zach break down the impact of the massive layoffs and discuss how the backside of the out of season trucking peak looks.
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With unemployment levels skyrocketing and a stimulus package on the table, Anthony and Zach are joined by Andrew Cox as they debate how the U.S. should handle the COVID-19 outbreak as a country economically, as a business, and as an individual.
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Today, Zach and Anthony discuss current economic trends in the midst of the coronavirus pandemic and what’s to come.
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Zach and Anthony review the erratic stock movements and the financial side of transportation. Former Equities Fund Manager, Seth Holm makes a special appearance.
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Zach and Anthony talk about the latest coronavirus developments on transportation, the main functions of a freight forwarder and recent economic developments
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Anthony and Zach explain the primary cost drivers of operating a trucking company and the market influences that drive the pricing volatility on both contracted and transactional freight movements. Also, an update on the coronavirus situation and what we are seeing in the economy today that may affect your life tomorrow.
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Spot freight may only account for 10-20% of total freight moved in the U.S., but its activity paints the picture of the entire freight market. Tom Mallon joins to discuss the direction of rates in 2020. Also; Coronavirus update along with the current state of the market as well as recent economic releases.
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Lead Economist, Anthony Smith takes the reigns on this macro edition of Freightonomics. He chats with a diverse panel of guests about ways to optimize performance across business areas in a sluggish freight economy. Listeners will learn how to navigate today while preparing for the future of freight.
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Anthony and Zach along with special guest Donny Gilbert take a deeper dive into the freight market trailer pool and discuss the types of freight they haul, their characteristics, and their place in the broader market. Additional topics include California regulations, coronavirus, and the surprising jump in the PMI.
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Anthony and Zach break down the less-than-truckload sector and talk about its connection with truckload along with giving a quick update on the latest economic and freight market trends.
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Anthony, Zach, and special guest Kyle Lintner from K-Ratio discuss how the freight market is disconnected from the general economy; are we truly out of a freight recession; and how Freight Futures work.
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Zach and Anthony discuss the characteristics of the California freight market, the unintended consequences from regulations and the economic impacts from them
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Zach and Anthony discuss why January is so difficult to handle; FMCSA and AB5 hangups; and give a economic and market update as well as projections
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Anthony and Zach discuss what will trim the fat in the oversupplied trucking market as well as talk about why Intermodal has not materialized as the savior of the rail volumes with Mike Baudendistel.
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Anthony and Zach discuss the recent Celadon shutdown and how it lines up with current freight market conditions; a disappointing manufacturing sector; consumers appear to be on another spending spree funded by debt.
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Anthony and Zach discuss the current status of the retail sector as the holiday rush ensues; Long term implications to the freight market as e-commerce explodes as well as a healthy debate about the sustainability of one of the nation's largest storefronts.
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