What we can takeaway from the nation's largest carrier beating the street

FromFreightonomics

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What we can takeaway from the nation's largest carrier beating the street

FromFreightonomics

ratings:

Length:

16 minutes

Released:

Jul 22, 2020

Format:

Podcast episode

Description

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. Watch Listen on Apple PodcastsSubscribe on Spotify

Released:

Jul 22, 2020

Format:

Podcast episode

Titles in the series (100)

At the crossroads of economics and freight there is Freightonomics. This show is hosted by FreightWaves market expert Zach Strickland and economist Anthony Smith.

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What drives trucking rates?: 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. by Freightonomics
67 min listen
Over the Hump?: Zach and Anthony go over surprising trends that are popping up going into the second half of 2020, and the headwinds facing the economy by Freightonomics
32 min listen
How the spot market moves the freight economy: 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. by Freightonomics
59 min listen
What's 10th century Korean pottery got to do with it?: 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. by Freightonomics
35 min listen
Are production numbers lagging or leading the freight market’s recovery?: 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. by Freightonomics
32 min listen
Many mini-bids: Zach and Anthony discuss the mini-bid trend and the economic uncertainty going into 2021 by Freightonomics
32 min listen
Macro Edition - How to navigate in a slow freight economy: 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. by Freightonomics
71 min listen
Climbing the Retail Peak: 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. by Freightonomics
41 min listen
What is LTL?: 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. by Freightonomics
70 min listen
Straight Outta California: Zach and Anthony discuss the characteristics of the California freight market, the unintended consequences from regulations and the economic impacts from them. by Freightonomics
67 min listen
Who is driving freight rates in 2020?: 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? by Freightonomics
32 min listen
The Financial Side of Transportation: Zach and Anthony review the erratic stock movements and the financial side of transportation. Former Equities Fund Manager, Seth Holm makes a special appearance. by Freightonomics
66 min listen
Navigating the coronavirus: Today, Zach and Anthony discuss current economic trends in the midst of the coronavirus pandemic and what’s to come. by Freightonomics
63 min listen
The Trailer Talk: 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. by Freightonomics
63 min listen
How will the resurging COVID-19 cases effect supply chains: 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. by Freightonomics
32 min listen
Planes, trains, ships and trucks: What each mode is telling us about the economic recovery: 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. by Freightonomics
32 min listen
Will the cure be worse than the disease?: 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. by Freightonomics
59 min listen
Not so fast my friend: 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 by Freightonomics
32 min listen
Could driver recruitment issues keep trucking rates elevated?: 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. by Freightonomics
32 min listen
Every day is a new day: Anthony and Zach break down the impact of the massive layoffs and discuss how the backside of the out of season trucking peak looks. by Freightonomics
67 min listen
The Worst Has Yet to Come: Zach and Anthony review some of the latest company earnings and a major economic release. by Freightonomics
34 min listen
Getting to the root of the problem!: Zach and Anthony cover the latest in the freight economy. Special guest and Senior Economist, Dustin Jalbert joins to discuss the lumber market by Freightonomics
32 min listen
How the COVID-19 outbreak is hitting supply chains by Freightonomics
67 min listen
No Vacancy by Freightonomics
32 min listen
How do presidential elections impact the economy and transportation?: Anthony and Zach discuss the increasing concerns over the driver shortage and how presidential elections influence the economy. by Freightonomics
32 min listen
What we can takeaway from the nation's largest carrier beating the street: 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. by Freightonomics
16 min listen
How long will the import boom last?: 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. by Freightonomics
32 min listen
Our actions today affect our lives tomorrow: 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. by Freightonomics
32 min listen
How long will the bull run: Anthony and Zach from Carrier Summit by Freightonomics
22 min listen
How sustainable are current trucking volumes?: 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. by Freightonomics
32 min listen

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What is stagflation?: Zach and Anthony tackle explaining stagflation and its potential impact on supply chains and transportation as well as address the debate around import activity. by Freightonomics
28 min listen
Cracks in the dam: 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. by Freightonomics
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Pandemic to Endemic: 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. by Freightonomics
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Conflicted messages: 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. by Freightonomics
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The cost of nearshoring: 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? by Freightonomics
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How applicable is history: 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? by Freightonomics
28 min listen
Cycling down: 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. by Freightonomics
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Climbing the Retail Peak: 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. by Freightonomics
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What's 10th century Korean pottery got to do with it?: 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. by Freightonomics
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To peak or not to peak: 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. by Freightonomics
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Discover this podcast and so much more

What we can takeaway from the nation's largest carrier beating the street

What we can takeaway from the nation's largest carrier beating the street

Description

Titles in the series (100)

More Episodes from Freightonomics

Related podcast episodes