Share gains following Yellow's shutdown will be a huge tailwind for less-than-truckload (LTL) carriers in the near term and should help keep pricing structurally disciplined over the longer range, according to Christian Wetherbee, Citi Research managing director and lead analyst on air freight, surface and marine transportation. In this Talking Transports podcast episode, Wetherbee joins Bloomberg Intelligence Senior Analyst Lee Klaskow for an in-depth conversation about which subsectors and companies Wetherbee sees as currently well positioned, including a discussion of FedEx, XPO, Union Pacific and JB Hunt.

This episode was originally released on Oct. 17, 2023.

See omnystudio.com/listener for privacy information.