Connecting the Dots

In the latest episode of Connecting the Dots, Stifel Think Tank Group guest host David Novak welcomes Mike Baudendistel, Head of Intermodal at Sonar, a global supply chain data platform. Together, they take a deep dive into the freight industry, including a recap of 2024, potential impacts of a second Trump administration to the intermodal market, and what we can expect for next year.

This material is prepared by the Think Tank Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Think Tank Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2023

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In this episode of Connecting the Dots, Stifel Think Tank Group host David Schick is joined by Nat Stone, Managing Director and a co-founder of the Venture Banking team at Stifel. Together, they explore the current dynamics of the venture ecosystem, including recent revenue inflections and shifts in sentiment in the B2B software space, how the AI industry will help or hurt the space, and more.

This material is prepared by the Think Tank Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Think Tank Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2023

See omnystudio.com/listener for privacy information.

In the latest episode of Connecting the Dots, Stifel Think Tank Group guest host David Novak welcomes Alberto Villarreal, founder and Managing Director of Neponoa. Together, they take a deep dive into nearshoring in Mexico, including challenges and opportunities, trends in wages, and potential impacts of the recent Presidential election.

This material is prepared by the Think Tank Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Think Tank Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2023

See omnystudio.com/listener for privacy information.

In the newest episode of Connecting the Dots, Stifel's Think Tank Group Head David Schick is joined by Jonathan Feeney, founder and Managing Partner of Bravium Partners. Together they take a deep dive into changing consumer spending habits within the economy, and related recent trends in the consumer staples sector, including alcoholic beverages and premium brands.

This material is prepared by the Think Tank Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Think Tank Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2023

See omnystudio.com/listener for privacy information.

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In the latest episode of Connecting the Dots, Stifel Think Tank Group guest host David Novak welcomes Ken Simonson, Chief Economist of the Associated General Contractors of America. Together they take a deep dive into the building industry, exploring recent trends in residential and nonresidential construction and discussing the outlook for the industry, including long-term opportunities and challenges.

This material is prepared by the Think Tank Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Think Tank Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2023

See omnystudio.com/listener for privacy information.

In this episode of Connecting the Dots, Stifel Think Tank Group host David Schick is joined by Mike Goss, Partner at Art Intelligence Global and former Chief Financial Officer of Sotheby’s. Together they unpack the art market, including the current pace of auction volumes, pricing trends by category, and the correlation between art and financial markets.

This material is prepared by the Think Tank Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Think Tank Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2023

See omnystudio.com/listener for privacy information.

In this episode of Connecting the Dots, Stifel Think Tank Group guest host David Novak welcomes Mike Baudendistel, Head of Intermodal at Freight Waves. The two discuss trends in freight volumes, inventories, and modal shifts and what they mean for the broader transportation cycle. Plus, a look at the current state of reshoring and shifts in global supply chains.

This material is prepared by the Think Tank Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Think Tank Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2023

See omnystudio.com/listener for privacy information.

In this episode of Connecting the Dots, Stifel Think Tank Group Head host David Schick welcomes Jamie Albertine, Vice President of Corporate Development at Group 1 Automotive. The two explore how the auto industry correlates to the overall economy, discuss supply and demand shifts since COVID, and unpack how the auto industry is changing in connecting with consumers.

This material is prepared by the Think Tank Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Think Tank Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2023

See omnystudio.com/listener for privacy information.

In the premier episode of Connecting the Dots, Stifel's Think Tank Group Head David Schick is joined by guest Jon Fasman, American Business & Society Correspondent at The Economist. Together, they explore significant changes COVID has created among American consumers and how businesses are racing to adapt.

This material is prepared by the Think Tank Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Think Tank Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2023

See omnystudio.com/listener for privacy information.