Great Quarter, Gals

Andrew Cox is joined by a special co-host for EP67, FreightWaves Lead Economist Anthony Smith. Andrew introduces a new Chart of the Week segment, the two debate the bidding war for Kansas City Southern, and the two discuss the most important economic data for trucking right now.

Apple Podcast

Spotify

More FreightWaves Podcasts

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

Andrew and Seth interview UBS Senior Equity Research Analyst Tom Wadewist about the rationale behind his recent trucking downgrade, his favorite stock picks in transports, what he thinks of the CPKC merger and more.

Apple Podcast

Spotify

More FreightWaves Podcasts

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

Andrew and Seth are joined by Rick Helfenbein, former President and CEO of the American Apparel & Footwear Association to discuss the Suez Canal blockage's impact on the US consumer. The three also debate China's overnight squeeze on American brands, but not before Andrew and Seth chat consumer spending, airline demand, Nike, Bed, Bath & Beyond, and MORE.

Apple Podcast

Spotify

More FreightWaves Podcasts

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

Live from the 3PL Summit, Andrew and Seth are joined by Stifel's Bruce Chan to discuss where we are in the freight cycle. Bruce, decorated transport analyst and a veteran of the show, brings thoughtful insights on broker technology, DFMs vs legacy brokers, and much more.

Apple Podcast

Spotify

More FreightWaves Podcasts

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

Last week, UBS analysts Tom Wadewitz, Alex Johnson and team asked 'Can the Market Get Any Better?'. On today's Great Quarter, Guys, Seth Holm and I will answer that question with SONAR data, discuss the truckload stock downgrades, and give our own expectations for the next few months.

We're also talking about retailers moving away from the wholesale model, Walmart's move to bring on designer Brandon Maxwell, trailer orders, and retail sales.

Apple Podcast

Spotify

More FreightWaves Podcasts

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

Andrew and Seth are back in the saddle after a week-off. There have been a bevy of intriguing stories emerge over the past two weeks, so today the lads discuss the consumer backdrop and recent stimulus news, the Wall Street upgrades on the trucking sector, USX has given us a little more detail on Variant, and Tu Simple is preparing for an IPO.

Apple Podcast

Spotify

More FreightWaves Podcasts

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

Andrew has Kevin Hill back at the helm today for an event-themed episode. We have two sets of fantastic guests from Zuum and Home Depot. Before guest discussions, Andrew and Kevin chat Walmart earnings, debate cardboardless e-commerce, and the takeover at Kohl's

Apple Podcast

Spotify

More FreightWaves Podcasts

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

Andrew and Seth discuss the recent circling of Forward Air (NASDAQ: FWRD) by activist inventor Ancora Holdings. The two also debate consumer spending and consumer sentiment data, Apple's inability to find a auto partner, and whether Jaguar is making the right move going all electric by 2025.

Apple Podcast

Spotify

More FreightWaves Podcasts

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

Andrew and Seth discuss the rise of drop-and-hook programs over the past year and debate which logistics provider has the best strategy. But not before a full slate of 'You Care of Nah', including Tesla buying bitcoin, Amazon's renewable natural gas truck order, Container Store earnings, and MORE.

Apple Podcast

Spotify

More FreightWaves Podcasts

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

Andrew and Seth debate whether trucking stocks can continue rising after strong past couple months. They also discuss a rapid vaccine rollout's impact to trucking, Uber acquisition, UPS earnings, and more.

Apple Podcast

Spotify

More FreightWaves Podcasts

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