Conflicted messages

FromFreightonomics

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Conflicted messages

FromFreightonomics

ratings:

Length:

28 minutes

Released:

Mar 3, 2022

Format:

Podcast episode

Description

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.Follow Freightonomics on Apple PodcastsFollow Freightonomics on SpotifyMore FreightWaves Podcasts

Released:

Mar 3, 2022

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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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
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
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
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
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
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
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
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
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
No days off: 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. 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
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
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
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
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
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
How long will the bull run: Anthony and Zach from Carrier Summit by Freightonomics
22 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
The housing and home improvement sector’s over-achievement driving optimism for recovery: Anthony and Zach discuss the surprisingly rapid recovery in the housing/home improvement sector of the economy and whether it has sustainability. by Freightonomics
33 min listen
Unclogging the bottlenecks: 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 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
Regulators! Mount up!: 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. by Freightonomics
32 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
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
How the COVID-19 outbreak is hitting supply chains by Freightonomics
67 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
What Goes Down, Must Come Up?.. Wait, No..: 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 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
Divided we ship: 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. 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
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
Impact of spiking oil prices on supply chains: 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. by Freightonomics
29 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
28 min listen
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
28 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
The Data Dump: 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. by Freightonomics
32 min listen
Out of Sync by Freightonomics
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Too early to be optimistic? by Freightonomics
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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
Air It Out: 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. by Freightonomics
66 min listen
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
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Inferring inflection by Freightonomics
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Down and up by Freightonomics
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How the COVID-19 outbreak is hitting supply chains by Freightonomics
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Transportation’s pricing problem by Freightonomics
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Signs of Spring by Freightonomics
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Playing the long game 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
32 min listen
The Armenian Genocide: Road to the Deportations by Empire
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Maritime Spooktacular!: 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. by Freightonomics
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What next?: 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. by Freightonomics
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How close are we to war with Iran? by Worldly
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Nicholas Scott Baker, "In Fortune's Theater: Financial Risk and the Future in Renaissance Italy" (Cambridge UP, 2021): An interview with Nicholas Scott Baker by New Books in Art
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Defining the bottom: 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 by Freightonomics
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Nicholas Scott Baker, "In Fortune's Theater: Financial Risk and the Future in Renaissance Italy" (Cambridge UP, 2021): An interview with Nicholas Scott Baker by New Books in Literary Studies
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EP 101 - Shocking Anti-Europeanism: This week on the podcast we talked about the wider implications of the war in Ukraine - particularly how it is affecting the cost of living and recent geopolitical shifts that it has occasioned. We also discuss the massacre of migrants in the Spanish enclave of Melilla in Morocco and the shocking reaction of the Taoiseach when asked about this in the Dáil. Finally we discuss how accusations of spreading disinformation are being used to silence dissenting voices by I4C Trouble with Daly and Wallace
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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

Conflicted messages

Description

Titles in the series (100)

More Episodes from Freightonomics

Related podcast episodes