Great Quarter, Gals

Andrew and Seth are live from FreightTech Venture with Thiago Olsen from Engage

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Andrew and Seth break down their recent paper on driver wage inflation and the impact of wage growth to capacity and to trucking stock prices.

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Andrew and Kevin discuss Ted Weschler, Berkshire money manager and his move to purchase $45mm of Dillard's stock. Then, we break down the upcoming clean energy SPACs.

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Andrew, Kevin and Seth are live from FreightWaves Final Mile Logistics virtual event where they discuss their thoughts on the consumer and upcoming holiday season, before being joined by Bruce Chan, VP Global Logistics at Stifel. Bruce makes his FWTV debut and talks drones, white gloves and all the peculiarities of final mile.

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Andrew, Kevin and Seth talk about the next steps for salvaging Nikola and what to expect for Tesla's Battery Day.

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Andrew and Kevin are joined again by Ben Gordon, Managing Partner and CEO, Cambridge Capital and BGSA, to discuss the importance of the NKLA-GM partnership. We also debate whether there will be demand for exoskeletons in warehouses, SoftBank's role in this tech "bubble", and the acquisition rumors for Amazon.

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Andrew, Kevin and Seth detail who they think will be the next department store to fall, inflation, and Pershing Square's new blank check company.

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Live from the FreightWaves Carrier Summit, Andrew and Kevin host Ben Gordon, Managing Partner at Cambridge Capital and BGSA, to discuss final mile strategies, recent M&A activity and story stock SPACs.

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Andrew, Kevin and Seth talk ROCKETS. How big of a deal was SpaceX's successful Starship Hop last week and how much closer are we to commercial space travel? Then, we discuss that outrageous Uber Freight valuation. Also, we question whether it is time for the freight bears to throw in the towel.

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Andrew and Kevin are again joined by Freight Intel Group member, Seth Hold, to present the case for Walmart doubling in size. Next, we discuss how big the hydrogen truck stock bubble is and debate which department stores are at the biggest risk of bankruptcy.

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