At a time when Wall Street consensus estimates are missing data releases by the widest margins on record, when so-called “alt-data” is well priced in, and the only certainty is uncertainty- a trucker and a trader team up to challenge conventional macro data methodology by making real-time, real world, observations of changes in the real economy across a wide array of regions, industries, and economic behaviors, and apply those findings to financial markets and policy.
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Season 1 explored inflation, reopening activity, and the state of labor, and culminated with Brad and Weston accurately forming a thesis on slowing CPI, specifically due to Brad’s keen observation of a sudden week-over-week increase in new car shipments, and Weston identifying the immediate change in the behavioral psychology of the used car price chase ending, thereby capping ⅓ of core CPI’s upward contributor.
In Season 2, Brad and Weston focus on supply chain disruptions and the knock-on effects overhanging the broader economy into year-end, starting with the employment crisis in trucking itself.
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(What makes Exchanging Lanes unique / different?)
An American truck driver with on the ground, bottom-up, granular observations in-person, merged with an American based halfway across the world with a bird’s eye macro and markets view.
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