Andrew and Seth break down the recent acquisition of UPS Freight by TFI International. But not before discussing recent housing data, new partnerships in the autonomous trucking segment, and Costco's reluctance to implement curbside pickup.

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Andrew and Seth discuss the major shipping delays at US ports through the lens of Peloton and its exorbitant delays. We also discuss recent analysis of the vaccine's impact to hospitalization rates, Marc Lore's departure from Walmart, another EV SPAC, and some recent economic data.

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Andrew and Seth discuss the disparity in growth rates between retail imports and retail sales to get a better understanding of where inventory levels are headed. They also debate which retailers should be looking to expand in 2021, Walmart's fintech aspirations, retailer earnings, and Amazon's shuttering of its Pantry service.

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Andrew and Seth discuss Deutsche Bank analyst Amit Mehrotra's 2021 transportation outlook. He said it is his most bullish outlook he's written in his 20 years covering the space.

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Andrew and Seth discuss another new EV SPAC in XL Fleet and its implications for the trucking market. We also cover the BarkBox SPAC and go in-depth on Apple's foray into car manufacturing.

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Andrew and Seth are joined by industry vet Justin Turner, SVP of Sales at Flock Freight to discuss the future of the LTL market and Flock's shared truckload model, but not before Andrew and Seth talk Uber Connect, Tesla Semi, and Amazon Fashion.

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Andrew and Seth discuss the recent SoftBank investment in Flock Freight and the potential for Flock to change the LTL landscape, but not before giving their thoughts on a massive week of Silicon Valley IPOs and analyzing the surge in logistics employment this year.

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GQG LIVE from SpaceWaves with Ronald Epstein, Senior Equity Analyst, Bank of America Merrill Lynch

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Andrew and Seth discuss the meteoric rise of bitcoin recently, answer the question whether carriers should be adding trucks, and analyzing recent macroeconomic data releases.

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Andrew and Seth analyze the prospects for a decade of dominance by the nation's "discount" retailers. We also give our preview to TGT, LOW, TJX and M, but not before discussing the Uber autonomous rumors, Walmart's pop-up ecommerce spaces, and the Target x Ulta partnership.

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