Playing the turn

FromFreightonomics

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Playing the turn

FromFreightonomics

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Length:

27 minutes

Released:

Apr 18, 2024

Format:

Podcast episode

Description

Zach and Tony discuss how both carriers and some level of shipper are responding to expectations of a market shift. Plus takeaways from J.B. Hunt earnings and Knight Swifts modified expectations.
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Released:

Apr 18, 2024

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
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
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
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
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
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
No Vacancy by Freightonomics
32 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
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 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
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
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
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
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
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
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
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
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
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
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
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
Where’s my freight?: Anthony and Zach discuss the latest LMI results and how transportation bottlenecks may be leaving a lot of the freight undelivered until after Christmas. by Freightonomics
32 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 COVID-19 outbreak is hitting supply chains by Freightonomics
67 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
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
Many mini-bids: Zach and Anthony discuss the mini-bid trend and the economic uncertainty going into 2021 by Freightonomics
32 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
Protectionism vs Free Trade: 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? by Freightonomics
32 min listen

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Too early to be optimistic? by Freightonomics
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Playing the long game by Freightonomics
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Transportation’s pricing problem by Freightonomics
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Winter by Freightonomics
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Year in Review 2023 by Freightonomics
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All I want for Christmas by Freightonomics
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How soon is too soon? by Freightonomics
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Ho ho how’s it going? by Freightonomics
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Demand and supply by Freightonomics
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What's Beneath the Surface? by Freightonomics
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What recession? by Freightonomics
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Why sustainability still matters by Freightonomics
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Double-Edged Sword by Freightonomics
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Out of Sync by Freightonomics
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Lowered expectations by Freightonomics
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Playing the turn

Playing the turn

Description

Titles in the series (100)

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