Talking Transports

Barclays’ Oglenski on Earnings, Rail Margins


Listen Later

There’s plenty to unpack this year from road, rail, ocean and air freight markets as the 1Q earnings season kicks off with J.B. Hunt on April 16. In this Talking Transports podcast, Barclays’ director of airline and transportation research Brandon Oglenski joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to share his thoughts about the quarter and his longer-term outlook. With changes underway at Union Pacific, Norfolk Southern and Canadian Pacific Kansas City, Oglenski says this will be the year of the railroad. He also talks about precision schedule railroading, less-than-truckload prospects, the US Postal Service’s shift toward UPS and all of the freight that’s piling up in the West Coast ports. 

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

Talking TransportsBy Bloomberg

  • 5
  • 5
  • 5
  • 5
  • 5

5

20 ratings


More shows like Talking Transports

View all
Exchanges by Goldman Sachs

Exchanges

982 Listeners

WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,386 Listeners

Bloomberg Intelligence by Bloomberg

Bloomberg Intelligence

412 Listeners

Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,177 Listeners

Odd Lots by Bloomberg

Odd Lots

1,988 Listeners

FT News Briefing by Financial Times

FT News Briefing

647 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

360 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,169 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,314 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

147 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,203 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

189 Listeners

The AI Daily Brief: Artificial Intelligence News and Analysis by Nathaniel Whittemore

The AI Daily Brief: Artificial Intelligence News and Analysis

673 Listeners

The Markets by Goldman Sachs

The Markets

85 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,473 Listeners