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Great Quarter, Guys LIVE from FreightWaves LIVE @Home with special guest Benjamin Gordon, Founder and Managing Partner, BG Strategic Advisors
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In our second earnings season update, Kevin and Andrew break down some of the best in the business in KNX and ODFL. Then we talk about the freight market bottom and the potential for football in the fall.
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Today Kevin and Andrew discuss the first few transportation companies reporting earnings during the COVID-19 outbreak and what it means for the rest of the industry. Also, we weigh in on the freight volume debate and question whether oil prices will ever fully recover.
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Kevin and Andrew are joined by Ryan Schrieber to discuss the differences between non-compete and non-solicitation clauses. Also, we detail this week's One Good Piece and talk about when we may see the bottom of the freight market.
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Kevin and Andrew discuss what transportation companies are doing in their scramble for cash flow, how carrier expectations for 2020 have changed, and how far freight volumes will far before finding a floor.
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Kevin and Andrew discuss the inevitable accounts receivable risk incoming in the transportation industry with Peter Rentschler from CarrierDirect. Andrew introduces a new segment and expectations are set for the March unemployment rate.
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This week Andrew and Kevin discuss the two differing strategies between FedEx and XPO with Peter Rentschler of Carrier Direct. We also take a look at how high jobless claims will jump this week and what it means for credit risk with your customers.
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Today Kevin and Zach discuss the volatility in the stock market and who might be the big winners and losers in a recovery. Andrew interviews Doug Schrier from Transflo. Then we jump on the phone with Ryan Schreiber from CarrierDirect to discuss the current state of logistics.
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Andrew discusses defendant tactics with prominent trucking defense attorney, Joe Pappalardo. Then Ryan Schreiber of CarrierDirect joins him to talk about how the coronavirus is impacting his clients. Lastly, Andrew and Ryan battle over Quibi and whether March Madness will happen this year.
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We sit in with the intermodal guru, Mike Baudendistel, to discuss the decision making process of choosing between trucking and intermodal. We also discuss the most recent Passport research report on the coronavirus and Nikola Motors going public.
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