Second-quarter earnings reports could show that the worst is behind freight transportation and logistics companies that may see muted progress heading into 2H. In this episode of Bloomberg Intelligence’s Talking Transports podcast, Evercore ISI’s senior managing director and surface and marine transportation equity analyst Jon Chappell joins Lee Klaskow, BI senior transportation and logistics analyst, to share his thoughts on what investors could expect from quarterly reports and for the rest of the year. Market disruptions like the Red Sea crisis and failure of Yellow have benefited tanker and less-than-truckload companies, which has added to his positive pricing thesis. He also talks about growth prospects for intermodal, nearshoring and some of his favorite names in his coverage universe.

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