JP and market analyst Zach Strickland were at the Westin in Nashville for McLeod's CFO conference and recorded a special episode of What the Truck?!? from the event. They talk about declining lengths of haul in the age of e-commerce, the current environment for mergers & acquisitions in transportation, and the Trump tax reform's impact on new truck orders. Topics included the difference in valuations for asset-light and asset-heavy companies, the importance of culture when considering a deal and going through integration, and historical data on driver retention.
About the show:
What the Truck?!? is FreightWaves' irreverent new podcast breaking down the biggest stories in transportation and logistics. Join FreightWaves writers John Paul Hampstead and Chad Prevost on Friday afternoons as we discuss all things freight.