Great Quarter, Guys podcast
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.
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What should Nikola do with its $700 million in cash?
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…
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Who got the better end of the Nikola-GM deal?
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.…
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What’s the next retailer domino to fall?
The odds are more iconic retail brands will declare bankruptcy in 2020
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FreightWaves Carrier Summit: Should every logistics company have a last mile strategy? (With video)
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…
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Rockets and Uber: Which valuation is wackier?
How big of a deal was SpaceX's successful Starship Hop last week, and how much closer are we to commercial space travel?
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Can Walmart double, and how big is the hydrogen stock bubble?
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…
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Is Walmart becoming a tech company?
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…
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Is it time to short Tesla, and did Uber overpay for Postmates?
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…
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Q2 3PL earnings: How bad can it be?
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.…
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Can the housing market lead the way to V-shaped recovery?
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…
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