Great Quarter, Guys podcast

It was a year of discussions, SPAC announcements, caring and not caring for the GQG crew.

Andrew Cox and Seth Holm talk mergers across the market and how they’ll impact the next year.

Do you care about Uber Connect, Amazon custom fashion, Flock Freight or the Tesla Semi? Andrew Cox and Seth Holm do!

Miss one of our live podcasts this week? Get caught up here!  You can conveniently find every FreightWaves podcast in one feed via the free FreightCasts channel on www.freightwaves.com/podcasts, iTunes, Spotify or wherever podcasts are found.  Subscribe to FreightCasts and never miss a FreightWaves podcast. The full list of FreightWaves media can be streamed via […]

Find out which companies are hitting the public market this week and why that matters Andrew Cox and Seth Holm are talking about lots of companies coming to the public market through IPO on today’s “You Care or Nah?” DoorDash will begin trading Wednesday on the public market, which Holm argues is compelling since DoorDash […]

SpaceWaves: Bank of America’s Ron Epstein talks the true value of the space market  Andrew Cox and Seth Holm wrap up SpaceWaves with a special edition of Great Quarter, Guys.  Keeping the “You care or nah?” segment short Thursday with only four topics, the guys actually care about every single one. Momentous announced it will […]

Did you miss one of our shows or podcasts last week? Catch all the latest episodes from FreightWaves here.

Andrew Cox and Seth Holm debate the resurgence of bitcoin and the value of buying new trucks as a fleet.

Miss one of our shows this week? Get caught up here!  You can find every FreightWaves podcast conveniently in one feed via the free FreightCasts channel on www.freightwaves.com/podcasts, iTunes, Spotify or wherever podcasts are found.  Subscribe to FreightCasts and never miss a FreightWaves podcast. The full list of FreightWaves media can be streamed via the […]

How discount shopping will shape retailers, plus what the Target and Ulta partnership means moving forward Tuesday’s episode of Great Quarter, Guys kicked off with Andrew Cox grilling Seth Holm about what actually matters in this week’s business updates.  Here’s what made the list of topics for “You care, or nah?”: The massive influx of […]

Andrew and Seth are joined by Thiago Olson, Managing Director of Engage Ventures to discuss Engage’s unique VC model, their hyper-focus on southeastern startups and what opportunities he is seeing across the frieghttech landscape.

We discuss Ted Weschler, Berkshire money manager and his move to purchase $45mm of Dillard’s stock. Then, we break down some of the most notable upcoming futuristic SPACs.

Andrew, Kevin and Seth discuss their thoughts on the consumer and upcoming holiday season, before being joined by Bruce Chan, VP, global logistics at Stifel. Bruce makes his FreightWavesTV debut and talks drones, white gloves and all the peculiarities of final mile.

Andrew, Kevin and Seth talk about the next steps for salvaging Nikola and what to expect for Tesla’s Battery Day. Thanks again to the research contributions from CarrierDirect.

Kevin and I are joined again by Ben Gordon, Managing Partner and CEO, Cambridge Capital and BGSA, to discuss the importance of the Nikola-GM partnership. We also debate whether there will be demand for exoskeletons in warehouses, as well as the role SoftBank is playing in the current tech “bubble.” Thanks as always to our […]

The odds are more iconic retail brands will declare bankruptcy in 2020

Live from the FreightWaves Carrier Summit, Andrew and Kevin host Ben Gordon, Managing Partner at Cambridge Capital and BGSA, to discuss final mile strategies, recent M&A activity and story stock SPACs.

How big of a deal was SpaceX’s successful Starship Hop last week, and how much closer are we to commercial space travel?

Andrew and Kevin are again joined by Freight Intel Group member Seth Holm to present the case for Walmart doubling in size. Next, we discuss how big the hydrogen truck stock bubble is and debate which department stores are at the biggest risk of bankruptcy. As always, a special thanks to our friends at CarrierDirect […]

Andrew, Kevin and Seth discuss Walmart+, the forthcoming Palantir IPO and department store bankruptcies. Also, Andrew introduces a new segment in an ode to Dan Le Betard and his father, “Papi.” Thanks as always to my friends at CarrierDirect for their research contributions.