Great Quarter, Gals

Andrew and Kevin and rejoined by OG host Seth Holm to discuss Walmart+, the forthcoming Palantir IPO, and department store bankruptcies. Also, Andrew introduces a new segment in an ode to Dan Le Betard and his father "Papi".

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Today, Andrew and Kevin are joined by former GQG host and Senior Research Analyst, Seth Holm. The original three change the pace a little bit and expand their normal "long/short" segment into a full-length episode. Topics covered include whether Tesla can become the most valuable company in the world, whether Uber overpaid for Postmates and whether Ford can reignite its own flame with the Bronco re-release

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Today, Andrew holds down the fort with Director of Passport Research, JP Hampstead, to discuss his recent research note on Q2 broker performance. Then the two dive into Uber's partnerships with municipalities and Lemonade.

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Andrew and Kevin are joined by FreightWaves Lead Economist, Anthony Smith, to discuss whether the housing market can continue its recovery and lead us out of economic slowdown.

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Andrew and Kevin touch on the rise of alternative data sources before diving into the recently announced partnership between Walmart and Shopify.

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Andrew and Kevin are joined again by fellow Freight Intel Group member Seth Holm to discuss the state of the automotive industry and how quickly it can recover.

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Andrew and Kevin are joined by Director of Passport Research, JP Hampstead, to discuss the digital freight matching playing field and how the evolution of Amazon Relay impacts truck brokerages.

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Andrew and Kevin are joined by Freight Intel Group member and retail guru Seth Holm to discuss the future of malls and how COVID-19 may accelerate the deterioration of once great American monuments of consumerism.

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Andrew and Kevin speak with Ryan Schrieber from CarrierDirect about different strategies companies employ during a recession. We answer what are the best ways to emerge from a downturn stronger than before. Then we chat Beyond Meat and Best Buy.

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Today, Andrew and Kevin discuss Q1 earnings for Uber and Chattanooga's own USX before being joined by Lead Economist Anthony Smith to chat unemployment.

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