Making Markets

Eric Johnson: The Complex World of Global Logistics - [Making Markets, EP.52]


Listen Later

My guest today is Eric Johnson, the Senior Technology Editor at the Journal of Commerce. With over 20 years of experience covering the intersection of logistics and technology, Eric brings a wealth of knowledge to the table. In our conversation, we explore the complex and fascinating world of logistics—how goods move from point A to point B, the myriad players involved, and the role of technology. We also discuss the challenges posed by pandemics and other crises, the strike of the longshoremen, the availability of data, and more. Please enjoy this insightful discussion with Eric Johnson.


For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

-----

Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @makingmkts | @ericgoldenx

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


Show Notes

(00:00:00) Welcome to Making Markets

(00:01:43) Understanding Freight and Logistics

(00:03:10) The Journey of Goods: Point A to Point B

(00:06:46) Tracking and Technology in Logistics

(00:09:53) Pricing and Market Dynamics

(00:16:15) Impact of the Pandemic on Logistics

(00:24:03) Technological Advancements in Logistics

(00:27:40) Fragmentation and Data in the Logistics Industry

(00:31:15) The Russian Nesting Doll of Visibility Data

(00:31:54) VCs in Logistics: Successes and Failures

(00:33:44) Understanding Digital Freight Forwarders

(00:36:03) Flexport: The Kleenex of Logistics

(00:38:10) AI's Impact on Logistics

(00:41:28) Automation and Labor in Ports

(00:45:00) Economic Disruptions and Strikes

(00:50:48) Insurance and Contingency Planning in Logistics

(00:52:37) The Role of Data in Logistics

(00:57:48) Current Trends and Predictions in Logistics

Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Making MarketsBy Colossus | Investing & Business Podcasts

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

64 ratings


More shows like Making Markets

View all
Masters in Business by Bloomberg

Masters in Business

2,153 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,370 Listeners

Odd Lots by Bloomberg

Odd Lots

1,861 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

928 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,283 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

658 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

792 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

302 Listeners

Excess Returns by Excess Returns

Excess Returns

67 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

401 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

105 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

348 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

45 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

50X by Colossus

50X

84 Listeners

Return on India by Colossus | Investing & Business Podcasts

Return on India

16 Listeners

Making Media by Colossus | Investing & Business Podcasts

Making Media

22 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

469 Listeners