The Derivative

Optimizing the Supply Chain: Private Equity, Automation, and Economic Indicators in Logistics with Chris Jamroz


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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


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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

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