Donny Gilbert - Director of Customer Solutions - FreightWaves

Tony Mulvey - Senior Analyst - FreightWaves

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Henry Byers - Head of Ocean Intelligence - FreightWaves - Chattanooga, TN

Greg Miller - Senior Writer - FreightWaves - New York, NY

Bill Priestley - Producer - FreightWaves NOW

Before we get to Greg’s latest article, how do things look out on the open seas?

Henry, what do you make of this little uptick in Greg’s article - is it just a blip or could it be signs of things starting to get better?

Greg: We talked Monday about the economics of this freight recession and Anthony said “the bad decisions have already been made.” It seems like the ocean carriers could still make some mistakes - what’s your sense about how people are making decisions?

Henry: Same question

Greg how much of your analysis of what’s happening out there looks consistent with what Henry wrote about last week?

Henry, last time you were on, we talked about what carriers needed to do to be ready for this - what do ocean carriers need to be able to do in order to try and get through this without losing too much?

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Blythe Brumleve - CEO - Digital Dispatch - Jacksonville, FL

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Donny Gilbert - Director of Customer Solutions - FreightWaves

Tony Mulvey - Senior Analyst - FreightWaves

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Grace Sharkey - Point of Sale Community - FreightWaves - Lansing, MI

What’s the newest trend in AI in retail?

As AI gets involved more in retail, where is that industry as a whole going?

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Donny Gilbert - Director of Customer Solutions - FreightWaves

Tony Mulvey - Senior Analyst - FreightWaves

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Peter Rentschler - CEO - Metafora - Boulder, CO

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Donny Gilbert - Director of Customer Solutions - FreightWaves

Tony Mulvey - Senior Analyst - FreightWaves

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Eric Kulisch - Air Cargo Editor - FreightWaves - Vancouver, WA

Several news developments that all involve DHL Express to some degree: 

1) Scoop - FW has learned that a DHL airline in Europe (technically Austria) has applied for permission to operate to the U.S. with a new set of freighters it's acquiring - it's interesting on several levels, including that this DHL unit is supposed to just operate in Europe 

2) Air Transport Services Group reported 1Q earnings last week. They lowered their guidance but the news is that investors are trading off the stock, which has dropped in value, because they feel the company is allocating too much for cap ex to buy planes for the leasing side the business, which also has the better upside than the airline side. (The DHL angle is that ATSG leases a lot of planes to DHL and also flies aircraft for DHL)  

3) Atlas Air announced a leadership succession, with CCO moving up to CEO. Atlas too is a DHL contractor and JV partner in Polar Air . . .  

4) Japan Airlines is standing up a freighter division again, beefing up its cargo service.

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Donny Gilbert - Director of Customer Solutions - FreightWaves

Tony Mulvey - Senior Analyst - FreightWaves

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