Talking Transports

NFI on Investing Through the Freight Cycle


Listen Later

The worst appears behind the freight transportation market and there are early indications that 2024 will be better than last year. In this Talking Transports podcast, NFI Industries’ Vice Chairman and President Ike Brown joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss where we are in the freight cycle and how the company is positioned for growth in the dedicated, drayage, warehousing and brokerage segments. NFI’s businesses are facing rate and margin pressures given the weak freight backdrop. Being a private company allows NFI to invest through the cycle to be better positioned for when growth returns. Brown also talks about electric trucks, technology as a productivity tool, freight flows and what’s it like to manage a family operation with his two brothers and their kids.

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

Talking TransportsBy Bloomberg

  • 5
  • 5
  • 5
  • 5
  • 5

5

20 ratings


More shows like Talking Transports

View all
Exchanges by Goldman Sachs

Exchanges

982 Listeners

WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,392 Listeners

Bloomberg Intelligence by Bloomberg

Bloomberg Intelligence

410 Listeners

Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,182 Listeners

Odd Lots by Bloomberg

Odd Lots

1,996 Listeners

FT News Briefing by Financial Times

FT News Briefing

654 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

360 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,158 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,315 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

149 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,231 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

188 Listeners

The AI Daily Brief: Artificial Intelligence News and Analysis by Nathaniel Whittemore

The AI Daily Brief: Artificial Intelligence News and Analysis

659 Listeners

The Markets by Goldman Sachs

The Markets

86 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,471 Listeners