Great Quarter, Gals: Recent Episodes
FreightWaves, Kaylee Nix, Grace Sharkey
Great Quarter, Gals covers the state of freight from a data driven research powered approach. FreightWaves FreightIntel Research Team dives deep into the numbers, surveys, and people who drive the decisions behind the nation's movement of goods and the surface transportation of freight.
Kaylee Nix and Grace Sharkey talk to professional driver Ingrid Brown about driver appreciation, what actually matters when showing gratitude, and how to thank a truck driver this week and every week. Follow the Great Quarter, Gals Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Grace describes various supply chain patches awarded to the Girl Scouts and invites Kelsey Scott of Legacy Trucking Consulting to discuss common compliance hurdles. Follow the Great Quarter, Gals Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Kaylee Nix and Grace Sharkey chat with SmartHop’s Courteney McDonnell about investments in FreightTech, investments in career growth, and investments in yourself. Follow the Great Quarter, Gals Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Kaylee Nix and Grace Sharkey discuss female purchasing power and how girl math is driving current discretionary spending. They also invite Sworkz’ Maria Cardenas to discuss how to build a powerhouse marketing team. Follow the Great Quarter, Gals Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Kaylee Nix and Grace Sharkey talk to FreightWaves’ Mary O’Connell about her thoughts on Shellie Corp, Surge Transportation, and the other companies falling victim to the freight down cycle. Follow the Great Quarter, Gals Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Kaylee Nix and Grace Sharkey invite Amy Mack, partner at Venture53, an early-stage venture capital fund focused on FreightTech. Amy shares stories from her career, challenges she had overcome and what it takes to pivot into the venture capital space. Follow the Great Quarter, Gals Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Kaylee Nix and Grace Sharkey take a look inside a Chattanooga nonprofit aimed at supporting news business opportunities for the advanced mobility space. Follow the Great Quarter, Gals Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Grace Sharkey and Kaylee Nix zoom in to expedited niches with Melanie Patterson, CEO and Founder of Integrity Global Logistics. Follow the Great Quarter, Gals Podcast Other FreightWaves Shows
Grace gets the opportunity to sit with Carolyn Roach, chief human resources officer at XPO. With four months under her belt, we will learn how the LTL company continues to grow its employee's skills along with its LTL offerings.
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Kaylee and Grace chats with entrepreneur and industry content creator Blythe Brumleve about bringing more women into our workforce. We break down a number of websites that leverage AI to help grow your business to success.
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Kaylee Nix and Grace Sharkey host FW Deputy Editor Brielle Jakel to talk about her show, Tracks Through Time. The three look at her journey to freight, the pasta of becoming a history buff, and some of the best parts of writing about the past.
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Grace and Kaylee speak with Ellen Voie, founder of the Women in Trucking Association (WIT), about the group’s new CEO, Jennifer Hedrick, and why she was Ellen’s pick for the role. Hedrick also tells us her goals for WIT and its role in promoting diversity and inclusion.
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The gals sit down with Carmen Palo from Uber Freight to get a glimpse on how digital brokerage is faring in this market and what marketing strategies are most useful right now.
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Grace celebrates #DressForSTEM Day and shares women in STEM facts. She also welcomes Tiffanie Stanard of Stimulus to discuss how her platform is making it easier for diversity-led businesses to compete for your business.
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Going viral on the internet is no easy feat and staying viral is even harder. Today Kaylee and Grace sit down with Cait Gillespie to talk TikTok, breaking down difficult info, and the ruthless world of the internet.
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Kaylee Nix and Grace Sharkey sit down with country singer Lindsey Lawler to talk about her experience as a SiriusXM host and how singing will help support one of freights best nonprofits.
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Grace and Kaylee discuss the incredible shippers participating in FreightWaves’ Global Supply Chain Week. They also chat with Lorena Camargo, founder and chief executive officer of courier service provider PearlTrans Logistics. Lorena shares the risks and rewards that come with the courier side of supply chains.
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Grace and Kaylee introduce you to another wonderful, behind-the-scenes woman at FreightWaves, deputy editor Brielle Jaekel. They discuss her journalism career, time covering supply chains and how she would be supporting supply chains if she wasn’t writing. They also take time to honor amazing black women in our industry.
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Kaylee Nix discusses weather in the midwest and talk to President and Founder of CS Recruiting, Charlie Saffro, on how to stand out to employers.
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Kaylee Nix and Grace Sharkey welcome Priyanka Ann Saini for a conversation about the differences in consulting for logistics companies outside of the US. They talk about emerging trends and technologies and look at how global culture differences drive differences in industry representation.
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To prepare for National Human Trafficking Prevention Month, Kaylee and Grace share with drivers the red flags that signal human trafficking behavior. We also invite industry veterans, Debbie Sparks, executive director of NMFTA, and Linda Hagopian, to discuss their book series that introduce children to the wonderful world of trucking.
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Kaylee Nix and Grace Sharkey wrap up a helluva year with some of their favorite moments, story highlights, and hot takes going into 2023.
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Kaylee and Grace interview Kierra Henderson, self proclaimed trucking guru, who has dedicated her career toward trucking and dispatch education, bringing equity to underrepresented communities in transportation. Henderson shares her views on recent FMCSA dispatcher and broker guidance and gives her thoughts on how the industry can better recruit and retain women of color.
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Grace invites former chief economist at Ford Motor Company and the U.S. Department of Commerce under the Obama administration to discuss her thoughts on our current economy. We also dive into her favorite line of work, electric vehicles, and get her opinion on what infrastructure needs to be built to reach this country’s EV goals.
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Kaylee and Grace are live from the Women In Trucking Accelerate! Conference and Expo in Dallas, Texas.
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The gals review F3 and discuss the upcoming Women in Trucking conference in Dallas. They also welcome transportation lawyer and founder of CarrierAssure Cassandra Gaines to discuss what she took from the Future of Freight Festival and what our industry’s legal professionals should be mindful of in 2023.
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Kaylee and Grace host Robin Hutcheson, the new Administrator of the FMCSA.
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Kaylee and Grace chat about industry conferences on the horizon — Women in Trucking’s Accelerate conference in Dallas, Texas and the one-and-only Future of Freight Festival in Chattanooga, Tennessee. They break down conference content and the impact each event will have on the future of the supply chain industry.
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Kaylee Nix and Grace Sharkey welcome Madeliene Doetsch from Ware2Go to talk about leadership, ecommerce, and what to expect in the changing future on this episode of Great Quarter, Gals.
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The Gals update you on industry events including Hispanic Heritage Month and the winner of a recent announced supply chain award. We also invite Dunavant’s COO to discuss current market trends.
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Kaylee Nix and Grace Sharkey welcome Hannah Testani from intelligent audit to talk about the world of data analytics In freight.
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FreightWaves Editor in Chief Meg Scarbrough joins Grace Sharkey and Kaylee Nix to talk about her shift into freight media, what it takes to run a trucking publication, and how interesting this industry has become to her.
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Kaylee Nix and Grace Sharkey sit down with incoming XPO CEO Mario Harik to discuss the company trajectory and goals as he takes over leadership.
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Kaylee Nix and Grace Sharkey break down how industrial automation is crucial to expanding the workforce and making for diverse labor talents on this episode of Great Quarter, Gals.
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The Gals discuss the equity gap in venture capital investments and welcome Grace Maher, chief operating officer at rebranded OTR Solutions to discuss her career growth and how the company leverages partnerships to reach its DE&I goals.
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Kaylee Nix looks at the latest reports of labor priorities in the trucking industry and welcomes Steph Stagger from 3GTMS to the show
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Kaylee Nix and Grace Sharkey welcome Lily Shen of Transfix to the show to talk about the conditions for startups halfway through 2022.
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Kaylee Nix and Grace Sharkey are joined by The Maritime Professor, Lauren Beagen to discuss hot topics in ocean shipping, marine law, and what it takes to start your own podcast.
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Kaylee Nix and Grace Sharkey learn about the coolest community in freight with Running on Ice host Sydney Edwards.
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Kaylee Nix and Grace Sharkey look at a survey about female representation in c-suite roles and welcome Rachel Premack to the show to discuss her journey in B2B journalism.
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On this episode of GQG, Kaylee Nix welcomes Kendra Phillips to talk about her recent move to Aurora Innovation and what the landscape looks like for autonomous driving in the future.
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Grace discusses women in maritime, as the industry celebrates its first International Day for Women in Maritime. She also welcomes the authors of “Steel Toes and Stilettos”, a story of women in manufacturing and their success in lean transformations in operations. They explore lean and leadership lessons learned throughout their career.
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Grace Sharkey and Kaylee Nix are joined by J.B. Hunt's Chief Commercial Officer, Shelley Simpson, LIVE at the FreightWaves Future of Supply Chain Conference.
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On this episode of Great Quarter, Gals, Grace Sharkey and Kaylee Nix break down their experiences at the Future of Supply Chain event last week and talk about getting into both freight and finance as a woman.
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Grace and Kaylee discuss Kaylees adventures on the road to the Future of Supply Chain in Rogers, Arkansas. They duo also invite chief compliance officer and ESG officer of GXO, Meagan Fitzsimmons, to discuss the company’s first ESG report since spinning off XPO Logistics in August.
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On this episode of Great Quarter, Gals, Grace Sharkey and Kaylee Nix sit down with Emily Weiser from Redwood to talk about how the company is working through the unexpected in this market.
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Kaylee Nix sits down with Melzie Wilson to talk about handling the best big changes in the freight industry.
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Kaylee Nix and Grace Sharkey talk to Varstar Alliance about the challenges that come with expanding brokerage networks across a continent and eventually across the globe on this episode of Great Quarter, Gals.
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Kaylee Nix and Grace Sharkey talk to Anthony Sutardja about Parade’s approach to supply chain innovation through industry investment and step-ladder collaboration.
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Kaylee Nix and Grace Sharkey celebrate Women’s History Month and International Women’s Day with an hour-long episode featuring Cassandra Gaines and LaQuenta Jacobs.
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On this episode of Great Quarter, Gals, Grace Sharkey and Kaylee Nix look at how growth, whether as a company, individual, or industry, is all about knowing when to take a leap and set new goals.
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On her first episode hosting alone, Grace Sharkey discusses Shopify’s recent stock tank and DoorDash’s new verticals. She interviews founder and CEO of Global Gateway Logistics Caitlin Murphy about starting a freight forwarding business and Caitlin’s recent appointment to the Missouri Supply Chain Task Force.
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Kaylee Nix and Grace Sharkey look at the intersection of retail and logistics on this special episode of Great Quarter, Gals during Global Supply Chain Week 2022.
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Hosts Kayle Nix and Grace Sharkey discuss FreighTech fundraises from the past week and interview founder and CEO of Candor Expedite, Nicole Glenn, who discusses leading an expedite services team, how she motivates them through both challenging times and times of growth.
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Kaylee Nix and Grace Sharkey talk to Caroline Lyle from Driven Brands about how marketing strategies can make your tech stack more impressive to your outside audience.
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On this episode of GQG Grace Sharkey talks to Kaylee Nix about her experience at the Manifest conference, and the two hear from Ingrid Brown about life behind the wheel of her truck.
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Kaylee Nix and Grace Sharkey kick off their first in-person episode with Art Zipkin, president and chief commercial officer of DDCFPO; Zipkin introduces the BPO’s newest product, DDC Sync. The duo also dive into a new segment, highlighting supply chain stocks to watch in the coming weeks.
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Kaylee Nix and Grace Sharkey take over the Great Quarter, Guys stage with the first episode of Great Quarter, Gals. The two bring on two of FreightWaves’ female show hosts, Blythe Brumleve and Mary O’Connell.
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Anthony Smith and Tony Mulvey discuss the Central Freight Lines bankruptcy and if the decision to wind down operations makes sense given the current environment.
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Anthony Smith and Tony Mulvey dive into recent transactions around in the logistics space and Wall Street’s reaction.
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Anthony Smith and Tony Mulvey dive into FreightWaves’ latest research, a comprehensive truckload capacity forecast for peak season in 2021.
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Anthony Smith and Tony Mulvey dive into FreightWaves’ latest research, a comprehensive truckload capacity forecast for peak season in 2021.
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Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith for a reunion episode with former GQG co-host and current Founder/CEO/Portfolio Manager at West Brow Capital, Seth Holm.
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Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to sit down with Adam Kahn, President, Commercial Fleet Team at Netradyne to discuss the benefits of driver coaching and the long-standing industry problem with turnover. Andrew and Anthony also discuss throwing away inventory, Yeezy lawsuit, and Amazon’s new omnichannel service offerings.
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Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to chat with Donna Kintop, SVP, Client Experience - North America at DDC FPO. Andrew and Anthony also discuss Amazon’s hiring plans, a slew of M&A activity, and freight market imbalances.
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Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to discuss what has led to supply chains being so upside down. The two also give their opinions on WalmartxNetflix, Thrasio SPAC, recent economic data, and Gopuff.
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Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to discuss hard-hitting questions leading up to the holiday season, such as: Will high freight rates cause hyperinflation? And, will supply chain chaos and sky-high costs last until 2023?
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Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to sit down with Emerge CFO Brad Blomstrom. Emerge is a leading freight technology company that just raised a fresh $130 million Series B to continue expanding its freight procurement platform. We sit with Blomstrom to discuss what the last year of explosive growth has been like and what’s next for Emerge. Andrew and Anthony also talk holiday out-of-stocks.
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Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to chat with Nate Skiver, Founder of LPF Spend Management, a consultancy focused on leveling the playing field for e-commerce shippers. The three discuss the importance of UPS’ acquisition of Roadie, the upcoming peakiest of peaks for parcel, and the current state of e-commerce home delivery.
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Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to sit down with Ransley Carpio, SVP & GM at PCA Group, a vertically integrated, tech-enabled, omnichannel global distribution platform for beauty and wellness brands. The three discuss unique challenges facing the beauty supply chain, what happens to brands that outgrow Amazon, and how PCA Group is helping the largest multinational beauty brands stay ahead in 2021.
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Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to chat with Andrew Lockwood of Suddath Global Logistics, an integrated third-party logistics provider and moving company. Lockwood joins to discuss retail inventories, back-to-school shopping, and holiday preparations ahead of more anticipated congestion.
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Sr. Retail Analyst Andrew Cox is alongside Lead Economist Anthony Smith again this week for an interview with another FreightWaves expert, Eric Kulisch. Eric covers global trade with a deep knowledge of air cargo. Eric joins to discuss the situation in Ningbo, how it's impacting both ocean and air capacity, and what Amazon Air’s new facility means for the company.
FreightWaves Air Cargo Extraordinaire Eric Kulisch is here to chat Ningbo, and its impact on ocean and air capacity, and what Amazon Air’s new facility means for the company.
Anthony and I will cover a swath of economic releases: Retail sales, industrial production, and some labor data.
If you’re watching live on FWTV or Linkedin, welcome! If you like what you hear, please subscribe to GQG wherever you listen to pods.
Or subscribe to FreightCasts, for one tidy feed of all our work.
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Sr. Retail Analyst Andrew Cox and once again alongside Lead Economist Anthony Smith to continue discussing what is causing the divergence between trucking spot rates and carrier compliance. The two also detail what is driving ocean freight rates to the moon, and a swath of new partnerships and acquisitions.
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Andrew Cox is alongside Lead Economist Anthony Smith to discuss Amazon’s record Q2 results that still weren’t quite enough to please Wall Street analysts. The two also talk through some transportation earnings, and discuss a host of economic data and freight news.
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Andrew Cox is alongside Lead Economist Anthony Smith to discuss the Bed Bath & Beyond and Ryder System supply chain partnership with Steve Sensing, President, Global Supply Chain Solutions at Ryder System. Andrew and Anthony also discuss peak parcel season, Tesla Semi delay, non-defense capital goods orders (ex-aircraft), and more.
Learn more about Emerge
get.emergemarket.com/GQG
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Sr. Retail Analyst Andrew Cox is alongside Lead Economist Anthony Smith for an episode with a long awaited guest: Amit Mehrotra, Deutsche Bank Managing Director, Transportation & Shipping. Amit recently made a call for his favorite stocks in his coverage, and has one of the most bullish outlooks on the street.
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Andrew is joined first by former president and CEO of the American Apparel and Footwear Association Rick Helfenbein to detail the impact Bangladeshi lockdowns will have on the apparel industry. Then Lead Economist Anthony Smith joins the show to walk through the most recent consumer spending and sentiment data. Finally, FreightWaves Founder and CEO Craig Fuller joins to discuss the importance of Knight-Swift’s acquisition of LTL provider AAA Cooper.
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Andrew Cox is once again alongside FreightWaves Lead Economist Anthony Smith to discuss recent consumer confidence data and spending expectations. Parker Woodward, Marketing Director at route optimizer Route4Me, joins the show to discuss shipping delays and how the parcel industry is adapting to higher demand.
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Andrew is alongside Lead Economist Anthony Smith for a double-header guest episode with appearances by Richard Greening, Global Technical Director at DDC FPO, and Glenn Koepke SVP, Customer Success at FourKites. Today’s focus is on Prime Day data thus far and what it tells us about consumers, inventories, and parcel carriers.
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Andrew is alongside Lead Economist Anthony Smith to dive into slowing retail sales, stumbling housing data, and producer price increases. The two are joined by FreightWaves Maritime Expert Henry Byers to understand what drove The Home Depot to charter its own ship, and also to discuss the current trends on the seas.
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Andrew is joined by Lead Economist Anthony Smith to discuss the roaring services economy and its impact to supply chains across the nation. And the two welcome Daniel Hackett, Partner at global maritime advisory Hackett Associates to talk imports, port congestion and maritime trends.
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Andrew is joined by Lead Economist Anthony Smith to discuss some mixed recent economic data, including inflationary pressures and waning consumer sentiment. The two are also joined by Bill Catania, Founder and CEO of final mile delivery orchestration platform OneRail to better understand how the declining economic data is showing up in the final mile.
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Andrew is joined by former co-host and executive publisher Kevin Hill to chat with Dick Meltzer, CEO of regional parcel carrier LSO to get a better understanding of what regional parcel demand looks like right now. The three discuss the recent peak surcharges implemented by UPS and FedEx and it means for the parcel market. But not before Andrew and Kevin debate Cybertruck vs F-150, Peloton supply chain investment, and Authentic Brands IPO.
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Andrew Cox is joined by co-host Anthony Smith, Lead Economist at FreightWaves, to discuss the retail foot traffic recovery story with Placer.ai's Ethan Chernofsky. Ethan is the VP of Marketing at Placer, a retail analytics firm with the best foot traffic data around. Ethan joins the crew to discuss the trends he's seeing, which companies are standing out from the crowd, and what it all means for a post-pandemic retail environment.
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Director of Passport Research JP Hampstead joins Andrew to discuss Q1 freight brokerage financial results. But not before we discuss a rumor that Tesla is sold out for Q2 already, Simon Property Group, and TuSimple Q1 results.
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Today on Great Quarter, Guys, Andrew Cox and guest host Zach Strickland discuss the looming battle between UPS and Amazon with Rick Watson, Founder and CEO of RMW Commerce Consulting.
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On this very special and rather sad day, Andrew and Seth co-host Great Quarter, Guys for the final time together. The two discuss UPS earnings, Lowe's private label acquisition, the Crocs Comeback, and the potential shipping tsunami headed for a port near you.
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Andrew Cox is joined by a special co-host for EP67, FreightWaves Lead Economist Anthony Smith. Andrew introduces a new Chart of the Week segment, the two debate the bidding war for Kansas City Southern, and the two discuss the most important economic data for trucking right now.
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Andrew and Seth interview UBS Senior Equity Research Analyst Tom Wadewist about the rationale behind his recent trucking downgrade, his favorite stock picks in transports, what he thinks of the CPKC merger and more.
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Andrew and Seth are joined by Rick Helfenbein, former President and CEO of the American Apparel & Footwear Association to discuss the Suez Canal blockage's impact on the US consumer. The three also debate China's overnight squeeze on American brands, but not before Andrew and Seth chat consumer spending, airline demand, Nike, Bed, Bath & Beyond, and MORE.
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Live from the 3PL Summit, Andrew and Seth are joined by Stifel's Bruce Chan to discuss where we are in the freight cycle. Bruce, decorated transport analyst and a veteran of the show, brings thoughtful insights on broker technology, DFMs vs legacy brokers, and much more.
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Last week, UBS analysts Tom Wadewitz, Alex Johnson and team asked 'Can the Market Get Any Better?'. On today's Great Quarter, Guys, Seth Holm and I will answer that question with SONAR data, discuss the truckload stock downgrades, and give our own expectations for the next few months.
We're also talking about retailers moving away from the wholesale model, Walmart's move to bring on designer Brandon Maxwell, trailer orders, and retail sales.
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Andrew and Seth are back in the saddle after a week-off. There have been a bevy of intriguing stories emerge over the past two weeks, so today the lads discuss the consumer backdrop and recent stimulus news, the Wall Street upgrades on the trucking sector, USX has given us a little more detail on Variant, and Tu Simple is preparing for an IPO.
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Andrew has Kevin Hill back at the helm today for an event-themed episode. We have two sets of fantastic guests from Zuum and Home Depot. Before guest discussions, Andrew and Kevin chat Walmart earnings, debate cardboardless e-commerce, and the takeover at Kohl's
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Andrew and Seth discuss the recent circling of Forward Air (NASDAQ: FWRD) by activist inventor Ancora Holdings. The two also debate consumer spending and consumer sentiment data, Apple's inability to find a auto partner, and whether Jaguar is making the right move going all electric by 2025.
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Andrew and Seth discuss the rise of drop-and-hook programs over the past year and debate which logistics provider has the best strategy. But not before a full slate of 'You Care of Nah', including Tesla buying bitcoin, Amazon's renewable natural gas truck order, Container Store earnings, and MORE.
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Andrew and Seth debate whether trucking stocks can continue rising after strong past couple months. They also discuss a rapid vaccine rollout's impact to trucking, Uber acquisition, UPS earnings, and more.
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Andrew and Seth break down the recent acquisition of UPS Freight by TFI International. But not before discussing recent housing data, new partnerships in the autonomous trucking segment, and Costco's reluctance to implement curbside pickup.
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Andrew and Seth discuss the major shipping delays at US ports through the lens of Peloton and its exorbitant delays. We also discuss recent analysis of the vaccine's impact to hospitalization rates, Marc Lore's departure from Walmart, another EV SPAC, and some recent economic data.
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Andrew and Seth discuss the disparity in growth rates between retail imports and retail sales to get a better understanding of where inventory levels are headed. They also debate which retailers should be looking to expand in 2021, Walmart's fintech aspirations, retailer earnings, and Amazon's shuttering of its Pantry service.
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Andrew and Seth discuss Deutsche Bank analyst Amit Mehrotra's 2021 transportation outlook. He said it is his most bullish outlook he's written in his 20 years covering the space.
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Andrew and Seth discuss another new EV SPAC in XL Fleet and its implications for the trucking market. We also cover the BarkBox SPAC and go in-depth on Apple's foray into car manufacturing.
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Andrew and Seth are joined by industry vet Justin Turner, SVP of Sales at Flock Freight to discuss the future of the LTL market and Flock's shared truckload model, but not before Andrew and Seth talk Uber Connect, Tesla Semi, and Amazon Fashion.
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Andrew and Seth discuss the recent SoftBank investment in Flock Freight and the potential for Flock to change the LTL landscape, but not before giving their thoughts on a massive week of Silicon Valley IPOs and analyzing the surge in logistics employment this year.
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GQG LIVE from SpaceWaves with Ronald Epstein, Senior Equity Analyst, Bank of America Merrill Lynch
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Andrew and Seth discuss the meteoric rise of bitcoin recently, answer the question whether carriers should be adding trucks, and analyzing recent macroeconomic data releases.
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Andrew and Seth analyze the prospects for a decade of dominance by the nation's "discount" retailers. We also give our preview to TGT, LOW, TJX and M, but not before discussing the Uber autonomous rumors, Walmart's pop-up ecommerce spaces, and the Target x Ulta partnership.
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Andrew and Seth are live from FreightTech Venture with Thiago Olsen from Engage
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Andrew and Seth break down their recent paper on driver wage inflation and the impact of wage growth to capacity and to trucking stock prices.
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Andrew and Kevin discuss Ted Weschler, Berkshire money manager and his move to purchase $45mm of Dillard's stock. Then, we break down the upcoming clean energy SPACs.
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Andrew, Kevin and Seth are live from FreightWaves Final Mile Logistics virtual event where they discuss their thoughts on the consumer and upcoming holiday season, before being joined by Bruce Chan, VP Global Logistics at Stifel. Bruce makes his FWTV debut and talks drones, white gloves and all the peculiarities of final mile.
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Andrew, Kevin and Seth talk about the next steps for salvaging Nikola and what to expect for Tesla's Battery Day.
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Andrew and Kevin are joined again by Ben Gordon, Managing Partner and CEO, Cambridge Capital and BGSA, to discuss the importance of the NKLA-GM partnership. We also debate whether there will be demand for exoskeletons in warehouses, SoftBank's role in this tech "bubble", and the acquisition rumors for Amazon.
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Andrew, Kevin and Seth detail who they think will be the next department store to fall, inflation, and Pershing Square's new blank check company.
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Live from the FreightWaves Carrier Summit, Andrew and Kevin host Ben Gordon, Managing Partner at Cambridge Capital and BGSA, to discuss final mile strategies, recent M&A activity and story stock SPACs.
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Andrew, Kevin and Seth talk ROCKETS. How big of a deal was SpaceX's successful Starship Hop last week and how much closer are we to commercial space travel? Then, we discuss that outrageous Uber Freight valuation. Also, we question whether it is time for the freight bears to throw in the towel.
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Andrew and Kevin are again joined by Freight Intel Group member, Seth Hold, to present the case for Walmart doubling in size. Next, we discuss how big the hydrogen truck stock bubble is and debate which department stores are at the biggest risk of bankruptcy.
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Andrew and Kevin and rejoined by OG host Seth Holm to discuss Walmart+, the forthcoming Palantir IPO, and department store bankruptcies. Also, Andrew introduces a new segment in an ode to Dan Le Betard and his father "Papi".
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Today, Andrew and Kevin are joined by former GQG host and Senior Research Analyst, Seth Holm. The original three change the pace a little bit and expand their normal "long/short" segment into a full-length episode. Topics covered include whether Tesla can become the most valuable company in the world, whether Uber overpaid for Postmates and whether Ford can reignite its own flame with the Bronco re-release
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Today, Andrew holds down the fort with Director of Passport Research, JP Hampstead, to discuss his recent research note on Q2 broker performance. Then the two dive into Uber's partnerships with municipalities and Lemonade.
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Andrew and Kevin are joined by FreightWaves Lead Economist, Anthony Smith, to discuss whether the housing market can continue its recovery and lead us out of economic slowdown.
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Andrew and Kevin touch on the rise of alternative data sources before diving into the recently announced partnership between Walmart and Shopify.
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Andrew and Kevin are joined again by fellow Freight Intel Group member Seth Holm to discuss the state of the automotive industry and how quickly it can recover.
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Andrew and Kevin are joined by Director of Passport Research, JP Hampstead, to discuss the digital freight matching playing field and how the evolution of Amazon Relay impacts truck brokerages.
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Andrew and Kevin are joined by Freight Intel Group member and retail guru Seth Holm to discuss the future of malls and how COVID-19 may accelerate the deterioration of once great American monuments of consumerism.
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Andrew and Kevin speak with Ryan Schrieber from CarrierDirect about different strategies companies employ during a recession. We answer what are the best ways to emerge from a downturn stronger than before. Then we chat Beyond Meat and Best Buy.
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Today, Andrew and Kevin discuss Q1 earnings for Uber and Chattanooga's own USX before being joined by Lead Economist Anthony Smith to chat unemployment.
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Great Quarter, Guys LIVE from FreightWaves LIVE @Home with special guest Benjamin Gordon, Founder and Managing Partner, BG Strategic Advisors
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In our second earnings season update, Kevin and Andrew break down some of the best in the business in KNX and ODFL. Then we talk about the freight market bottom and the potential for football in the fall.
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Today Kevin and Andrew discuss the first few transportation companies reporting earnings during the COVID-19 outbreak and what it means for the rest of the industry. Also, we weigh in on the freight volume debate and question whether oil prices will ever fully recover.
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Kevin and Andrew are joined by Ryan Schrieber to discuss the differences between non-compete and non-solicitation clauses. Also, we detail this week's One Good Piece and talk about when we may see the bottom of the freight market.
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Kevin and Andrew discuss what transportation companies are doing in their scramble for cash flow, how carrier expectations for 2020 have changed, and how far freight volumes will far before finding a floor.
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Kevin and Andrew discuss the inevitable accounts receivable risk incoming in the transportation industry with Peter Rentschler from CarrierDirect. Andrew introduces a new segment and expectations are set for the March unemployment rate.
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This week Andrew and Kevin discuss the two differing strategies between FedEx and XPO with Peter Rentschler of Carrier Direct. We also take a look at how high jobless claims will jump this week and what it means for credit risk with your customers.
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Today Kevin and Zach discuss the volatility in the stock market and who might be the big winners and losers in a recovery. Andrew interviews Doug Schrier from Transflo. Then we jump on the phone with Ryan Schreiber from CarrierDirect to discuss the current state of logistics.
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Andrew discusses defendant tactics with prominent trucking defense attorney, Joe Pappalardo. Then Ryan Schreiber of CarrierDirect joins him to talk about how the coronavirus is impacting his clients. Lastly, Andrew and Ryan battle over Quibi and whether March Madness will happen this year.
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We sit in with the intermodal guru, Mike Baudendistel, to discuss the decision making process of choosing between trucking and intermodal. We also discuss the most recent Passport research report on the coronavirus and Nikola Motors going public.
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Kevin and Andrew sit with JT Engstrom to discuss private equity's increasing role in transportation. Also on the docket is the FMCSA drug and alcohol clearinghouse and the future of stock trading social networks.
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Today, Kevin and Andrew have two special guests: Bill Vitti, Chief Commercial Officer of Truckstop explains the recently announced partnership with Knight-Swift; then Peter Rentschler from Carrier Direct discusses his takeaways from last week's Stifel Conference in Miami. Lastly, we discuss the triumphant return of flip phones and why Virgin Galactic stock has tripled since Christmas.
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We discuss how the coronavirus is affecting freight flows from China with special guest, Lori Ann LaRocco. Earnings season is also in full swing and it looks like XPO has taken more than a few steps towards its ultimate breakup. Then, it’s off to the battle between the Tesla Cybertruck and the Nikola Badger as each founder continues to troll each other in the main event trolling match.
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Tesla stock is up 125% year-to-date. Today, Kevin and Andrew sit with JP Hampstead, Director of Passport Research, to discuss whether or not Tesla is a car company and what the future will likely look for Elon Musk's most valuable business. We also talk 2020 Freight Market Outlook and whether the FANG stocks will outperform the market this year.
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This week, Kevin and Andrew sit down with Ryan Schreiber from CarrierDirect to discuss the future of technology adoption in brokerage, earnings season, coronavirus and whether or not Amazon will spin off AWS in 2020.
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On EP12, Kevin and Andrew sit with Director of Passport Research, JP Hampstead, to discuss what lies ahead for XPO, earnings season, and whether the market for online mattresses is sleepy or superior.
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In episode 11, Kevin and Andrew have a special guest, Zach Strickland, in the booth to break down the retail Goliath Walmart. We also talk Trade Deal, January freight blues and answer whether Peloton is a bust.
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In episode 10 of Great Quarter, Guys Kevin Hill and Andrew Cox discuss Cleveland-Cliffs pending acquisition of AK Steel. Is Cliffs buying AK Steel as an opportunity to go from a supplier to a producer of steel, or is it a defensive move to bail out a troubled customer? Then we dive into the Q1 Carrier Outlook and who has the pricing power between shippers and carriers and our long/short segment.
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In episode 9 Kevin Hill and JP Hampstead talk about the outlook for FedEx. What are the odds of it being acquired or are reports of FedEx’s demise greatly exaggerated? Plus, we talk about the 5 biggest themes of the freight markets in 2019, along with where the DHL Supply Chain Pricing Power Index is headed in 2020.
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This week, Andrew and Kevin break down AutoZone, 1980's trucking deregulation, and special co-host and railroad guru Mike Baudendistel explains whether intermodal is still a growth story.
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On this episode of Great Quarter Guys, Seth Holm, Kevin Hill, Andrew Cox and JP Hampstead break down Knight Swift's business model, discuss the Phase One Trade Deal and debate Twitter in their regular long-short segment.
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On this episode of GQG, Seth Holm, Kevin Hill and Andrew Cox break down Kraft Heinz, discuss Goldman initiating on the trucking sector, Celadon's bankruptcy, trucking supply and demand and more.
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On this episode of Great Quarter, Guys, Seth Holm, Kevin Hill and Andrew Cox break down leading flatbed operator Daseke’s business model and talk freight broker compensation, trucking supply and demand and Tesla’s new Cybertruck.
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On this episode of Great Quarter, Guys, Seth Holm, Kevin Hill and special guests Peter Rentschler and JP Hampstead talk mega mergers in transportation, why Old Dominion shareholders have knocked it out of the park, FedEx takes on the New York Times and more.
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On this third episode of Great Quarter, Guys, Seth Holm, Kevin Hill and Andrew Cox break down the state of freight from a research based, data-driven approach. Today they discuss Kevin's takeaways from the FW Live conference in Chicago, trucking supply and demand, Nike stopping selling directly on Amazon and give their opinion on what a strong Walmart means for the US consumer and the peak season for trucking.
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On this second episode of Great Quarter, Guys, Seth Holm and Kevin Hill break down the state of freight from a research based, data-driven approach. Today they discuss the broad implications of Amazon’s increasing presence in logistics, host special guest Mike Baudendistel to get up to speed on rail and intermodal, analyze where trucking metrics are trending, and examine the link between Grubhub and Wayfair to transportation.
On this launch episode of Transportation Nation Seth Holm and Kevin Hill breakdown the state of freight from a research based data driven approach. Today they're discussing digital brokers, Q3 earnings with special guest JP Hamstead, where trucking metrics are trending, and what all this means for the US consumer.
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