Great Quarter, Guys covers the state of freight from a data driven research powered approach. FreightWaves FreightIntel Research Team dives deep into the numbers, surveys, and people who drive the decisions behind the nation’s movement of goods and the surface transportation of freight. Seth Holm, Kevin Hill, and special guests break it all down for you on a weekly basis.
Andrew and Kevin are joined by former Great Quarter, Guys host and Senior Research Analyst, Seth Holm. The original three change the pace a bit and expand their normal “long/short” segment into a full-length episode. Topics covered include whether Tesla can become the most valuable company in the world, whether Uber overpaid for Postmates and […]
This week Andrew holds down the fort with Director of Passport Research JP Hampstead to discuss his team’s recent research note on Q2 broker performance. Then the two dive into Uber’s partnerships with municipalities and answer whether the upcoming Lemonade IPO will be sweet or sour. As always, a special thanks to our friends at CarrierDirect with […]
Andrew and Kevin are joined by FreightWaves Lead Economist Anthony Smith to discuss whether the housing market can continue its recovery and lead us out of economic slowdown. Then we give our thoughts on Zillow and Airbnb for the rest of the year. As always, a special thanks to our friends at CarrierDirect with their research contributions […]
The Walmart and Shopify partnership looks like it will shake up e-commerce as we know it.
Auto brands are fighting tooth and nail for market share.
A look into a market share report from UBS.
In Episode 30, Andrew and Kevin reunite with an original host and creator of the show’s name, Seth Holm, to discuss the future of malls, brick-and-mortar and retail overall. Seth spent nearly 10 years covering consumer and retail stocks at an Atlanta-based hedge fund before joining the Freight Intel Group last April. Can malls reclaim […]
You can’t cut your way to growth.
Today, Andrew and Kevin discuss first-quarter earnings before FreightWaves Lead Economist Anthony Smith makes an appearance to chat about unemployment. As always, thanks to CarrierDirect for their research contributions.
How the investment landscape is changing in 2020 and what technology looks most promising.
The second quarter could finish with a bang for trucking stocks.
XPO’s Brad Jacobs says 2020 is most likely a lost year.
Cultivating a positive culture while protecting the business
Transportation companies are drawing down credit lines to weather the pandemic
On EP22, Kevin and Andrew discuss the inevitable accounts receivable risk incoming in the transportation industry with Peter Rentschler from CarrierDirect. Andrew introduces a new segment and expectations are set for the March unemployment rate. Check out other episodes here.
We discuss the different strategies FedEx and XPO use to build shareholder value.
The current crisis is stress-testing the technology of many transportation companies.
Nuclear verdicts have been a rising phenomenon in the trucking industry over the past decade. Are large lawsuits the cost of doing business, or is there a way to defend against them?
The choice depends on the lane, the freight and the rate.
FreightWaves CEO Craig Fuller writes about FreightWaves third birthday, and the company’s past, present and future.
