Great Quarter, Gals

Great Quarter, Gals

By FreightWaves, Kaylee Nix, Grace SharkeyBusinessNewsNews CommentaryInvestingBusiness News
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Great Quarter, Gals episodes

  • What's behind private equity's dismal record in trucking?

    Kevin and Andrew sit with JT Engstrom to discuss private equity's increasing role in transportation. Also on the docket is the FMCSA drug and alcohol clearinghouse and the future of stock trading social networks.

     

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    1 hr 2 min
  • Truckstop building alliances in the Freight Matching Wars

    Today, Kevin and Andrew have two special guests: Bill Vitti, Chief Commercial Officer of Truckstop explains the recently announced partnership with Knight-Swift; then Peter Rentschler from Carrier Direct discusses his takeaways from last week's Stifel Conference in Miami. Lastly, we discuss the triumphant return of flip phones and why Virgin Galactic stock has tripled since Christmas.

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    1 hr 5 min
  • Has Chinese trade been effectively halted until at least April?

    We discuss how the coronavirus is affecting freight flows from China with special guest, Lori Ann LaRocco. Earnings season is also in full swing and it looks like XPO has taken more than a few steps towards its ultimate breakup. Then, it’s off to the battle between the Tesla Cybertruck and the Nikola Badger as each founder continues to troll each other in the main event trolling match.

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    54 min
  • Will Tesla reach $1 trillion in sales?

    Tesla stock is up 125% year-to-date. Today, Kevin and Andrew sit with JP Hampstead, Director of Passport Research, to discuss whether or not Tesla is a car company and what the future will likely look for Elon Musk's most valuable business. We also talk 2020 Freight Market Outlook and whether the FANG stocks will outperform the market this year.

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    58 min
  • Do legacy brokers still have the juice?

    This week, Kevin and Andrew sit down with Ryan Schreiber from CarrierDirect to discuss the future of technology adoption in brokerage, earnings season, coronavirus and whether or not Amazon will spin off AWS in 2020.

     

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    1 hr 2 min
  • Is this the end of XPO as we know it?

    On EP12, Kevin and Andrew sit with Director of Passport Research, JP Hampstead, to discuss what lies ahead for XPO, earnings season, and whether the market for online mattresses is sleepy or superior.

     

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    1 hr 5 min
  • Is Walmart gaining on Amazon, or did they never give up the lead?

    In episode 11, Kevin and Andrew have a special guest, Zach Strickland, in the booth to break down the retail Goliath Walmart. We also talk Trade Deal, January freight blues and answer whether Peloton is a bust.

     

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    1 hr 5 min
  • Will Cliff’s get a steal or a raw iron deal in buying AK Steel?

    In episode 10 of Great Quarter, Guys Kevin Hill and Andrew Cox discuss Cleveland-Cliffs pending acquisition of AK Steel. Is Cliffs buying AK Steel as an opportunity to go from a supplier to a producer of steel, or is it a defensive move to bail out a troubled customer? Then we dive into the Q1 Carrier Outlook and who has the pricing power between shippers and carriers and our long/short segment.

     

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    50 min
  • What’s in the cards for FedEx in 2020?

    In episode 9 Kevin Hill and JP Hampstead talk about the outlook for FedEx. What are the odds of it being acquired or are reports of FedEx’s demise greatly exaggerated? Plus, we talk about the 5 biggest themes of the freight markets in 2019, along with where the DHL Supply Chain Pricing Power Index is headed in 2020.

     

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    1 hr 4 min

About Great Quarter, Gals

From the publisher's feed

Great Quarter, Gals covers the state of freight from a data driven research powered approach. FreightWaves FreightIntel Research Team dives deep into the numbers, surveys, and people who drive the…