Great Quarter, Guys podcast

Private equity-backed trucking companies have had a tough time during this market downturn.

Today, Kevin and Andrew have two special guests: Bill Vitti, chief commercial officer of Truckstop, explains the recently announced partnership with Knight-Swift; then Peter Rentschler from Carrier Direct discusses his takeaways from last week’s Stifel Conference in Miami. Lastly, we discuss the triumphant return of flip phones and why Virgin Galactic stock has tripled since […]

We discuss how the coronavirus is affecting freight flows from China with special guest Lori Ann LaRocco from CNBC. Earnings season is also in full swing, and it looks like XPO has taken more than a few steps toward its ultimate breakup. Then, it’s off to the battle between the Tesla Cybertruck and the Nikola […]

Some think Elon Musk can increase sales 40-fold over the next 10 years

The impact of new technology in freight brokerages and how it is changing compensation.

XPO has made spin-offs the new buzzword in logistics for 2020.

This week we break down Walmart’s future with special guest Zach Strickland.

Is this a golden opportunity for a vertical integration, or is it a defensive move to bail out a troubled customer?

This week, Andrew and Kevin break down AutoZone, 1980’s trucking deregulation, and special co-host and railroad guru Mike Baudendistel explains whether intermodal is still a growth story.

Are the reports of FedEx’s struggles greatly exaggerated?

On this episode of Great Quarter Guys, Seth Holm, Kevin Hill, Andrew Cox and JP Hampstead break down Knight Swift’s business model, discuss the Phase One Trade Deal and debate Twitter in their regular long-short segment. Subscribe to Great Quarter, Guys on Apple Podcasts Subscribe to Great Quarter, Guys on Spotify Listen to more FreightWaves […]

Today we discuss Warren Buffett’s rare misstep with Kraft Heinz, the Celadon bankruptcy and more.

On this episode of Great Quarter, Guys, Seth Holm, Kevin Hill and Andrew Cox break down leading flatbed operator Daseke’s business model and talk freight broker compensation, trucking supply and demand and Tesla’s new Cybertruck.

On this episode of Great Quarter, Guys, Seth Holm, Kevin Hill and special guests Peter Rentschler and JP Hampstead talk mega mergers in transportation and why Old Dominion shareholders have knocked it out of the park. Plus, FedEx takes on The New York Times, and more. Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts […]

On this third episode of Great Quarter, Guys, Seth Holm, Kevin Hill and Andrew Cox break down the state of freight from a research-based, data-driven approach. Today they discuss Kevin’s takeaways from FreightWaves LIVE Chicago, trucking supply and demand, Nike stopping selling directly on Amazon, and what a strong Walmart means for the U.S. consumer […]