Sign up to save your podcasts
Or
Share Optimizing the Supply Chain: Private Equity, Automation, and Economic Indicators in Logistics with Chris Jamroz
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Optimizing the Supply Chain: Private Equity, Automation, and Economic Indicators in Logistics with Chris Jamroz
This episode is a fascinating deep dive into the complex
world of logistics. Our guest is Chris Jamroz, CEO of Roadrunner, a serial logistics entrepreneur who has indeed seen and done it all over his career.
Chris provides colorful anecdotes about his past 100+
acquisitions and turnarounds, including the challenges and lessons learned along the way. He then gives listeners an up-close look at his current ventures - Roadrunner, an LTL shipping company known for its blazing-fast delivery speeds, and Global X, a rapidly growing charter airline.
The wide-ranging discussion touches on how the pandemic disrupted global supply chains and the "nearshoring" trend of moving manufacturing closer to home. Chris also shares insightful perspectives on economic conditions, the potential and limitations of automated trucking, and the value private equity brings to facilitating turnarounds.
For those interested in alternative investments, Chris
even discusses how his family office allocates to areas like equipment leasing, real estate, and hedge funds. Overall, it's a very entertaining and educational podcast that provides a true insider's view of the logistics industry. SEND IT!
Chapters:
00:00-01:19= Intro
01:20-06:49= Extracting value across the continent
06:50-13:45= Quality freight transportation, LTL Players, allure of trucking life, 100+ acquisitions
13:46=26:00= Logistics & the global economy, freight recession post COVID spikes & the global supply
26:01-33:58= Rate pain points, the trigger effect, inflation & automated trucking – is it even possible?
33:59-45:20= Private equity = Devil or angel? Removing barriers & Deserving the right to grow
45:21-51:10= LyonIX & other ventures
Learn more about Chris: https://chrisjamroz.com/
& Roadrunner and follow along with Chris on LinkedIn @
Chris Jamroz & Roadrunner
Don't forget to subscribe to The Derivative, follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.
Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer
View all episodes
By RCM Alternatives
4.7
4949 ratings
This episode is a fascinating deep dive into the complex
world of logistics. Our guest is Chris Jamroz, CEO of Roadrunner, a serial logistics entrepreneur who has indeed seen and done it all over his career.
Chris provides colorful anecdotes about his past 100+
acquisitions and turnarounds, including the challenges and lessons learned along the way. He then gives listeners an up-close look at his current ventures - Roadrunner, an LTL shipping company known for its blazing-fast delivery speeds, and Global X, a rapidly growing charter airline.
The wide-ranging discussion touches on how the pandemic disrupted global supply chains and the "nearshoring" trend of moving manufacturing closer to home. Chris also shares insightful perspectives on economic conditions, the potential and limitations of automated trucking, and the value private equity brings to facilitating turnarounds.
For those interested in alternative investments, Chris
even discusses how his family office allocates to areas like equipment leasing, real estate, and hedge funds. Overall, it's a very entertaining and educational podcast that provides a true insider's view of the logistics industry. SEND IT!
Chapters:
00:00-01:19= Intro
01:20-06:49= Extracting value across the continent
06:50-13:45= Quality freight transportation, LTL Players, allure of trucking life, 100+ acquisitions
13:46=26:00= Logistics & the global economy, freight recession post COVID spikes & the global supply
26:01-33:58= Rate pain points, the trigger effect, inflation & automated trucking – is it even possible?
33:59-45:20= Private equity = Devil or angel? Removing barriers & Deserving the right to grow
45:21-51:10= LyonIX & other ventures
Learn more about Chris: https://chrisjamroz.com/
& Roadrunner and follow along with Chris on LinkedIn @
Chris Jamroz & Roadrunner
Don't forget to subscribe to The Derivative, follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.
Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer
More shows like The Derivative
View all
Exchanges
969 Listeners
Macro Voices
3,060 Listeners
Top Traders Unplugged
594 Listeners
Masters in Business
2,181 Listeners
Odd Lots
1,981 Listeners
The Meb Faber Show - Better Investing
944 Listeners
Capital Allocators – Inside the Institutional Investment Industry
798 Listeners
Animal Spirits Podcast
2,032 Listeners
The Market Huddle
362 Listeners
Excess Returns
86 Listeners
Forward Guidance
276 Listeners
The Macro Trading Floor
215 Listeners
Thoughtful Money with Adam Taggart
421 Listeners
Money Stuff: The Podcast
396 Listeners
Monetary Matters with Jack Farley
155 Listeners