-
Can Forward Air Be Turned Around? — Great Quarter, Guys
Wednesday, February 17, 2021 - 12:30pm | 508Forward Air (NASDAQ: FWRD) was the victim of a massive cyberattack at the end of 2020 that hurt its fourth-quarter results. Now Ancora Advisors is moving to get its four candidates on the Forward board. On this episode of Great Quarter, Guys, Andrew Cox and Seth Holm discuss what this means for the...
-
Drilling Deep: Reviewing Q4 Earnings; How Did Werner Do So Well?
Friday, February 12, 2021 - 5:04pm | 250Werner Enterprises (NASDAQ: WERN) had just about the best earnings performance of any of the truckload carriers in the fourth quarter of 2020, based on the latest numbers released in recent weeks. On this week's Drilling Deep podcast, host John Kingston welcomes Deutsche Bank's Amit Mehrotra to...
-
Drilling Deep: Manufacturing's Upcoming Boost To Trucking
Friday, January 8, 2021 - 5:15pm | 205Parts of the manufacturing world were laggards in the strong freight market of 2020. But on this week's Drilling Deep podcast, Jason Miller of Michigan State University discusses his bullish outlook for manufacturing in 2021 and the impact it will have on the nation's fleets. Also on Drilling...
-
Drilling Deep: Making Sure 'Cool Chain' Works In Vaccine Distribution
Thursday, December 17, 2020 - 3:42pm | 280Keeping the vaccine supply chain cold is of paramount importance, and the head of the association of companies involved in that effort joins FreightWaves on the Drilling Deep podcast. Host John Kingston and FreightWaves Senior Editor Eric Kulisch sit down with Nicola Caristo, the airline partner...
-
Spotify Sees Internal Strife Over Joe Rogan's Controversial Podcast Guests: WSJ
Sunday, November 1, 2020 - 10:46pm | 516Employees of Spotify Technologies S.A. (NYSE: SPOT) have flagged the audio streamer’s top show, hosted by Joe Rogan, for review by moderators over comments on masks and the polio vaccine, the Wall Street Journal reported Sunday. What Happened: Discontent among employees has been brewing after...
-
FreightWaves CEO Interviewed On "The Business Of Content" Podcast
Monday, October 19, 2020 - 12:09pm | 1861The global logistics industry generates between $8 and $12 trillion annually according to numerous estimates. In 2016, Craig Fuller, the founder and CEO of FreightWaves, believed the industry represented a massive opportunity and in 2017 he launched the company. Recently interviewed by veteran...
-
Drilling Deep: Trucking Market 'On Fire'; Diesel Market Barely Notices Laura
Thursday, August 27, 2020 - 5:06pm | 294Amit Mehrotra, the chief transportation analyst at Deutsche Bank, was on numerous analyst calls during the recently completed earnings season. He heard CEOs repeatedly report the same scenario: April was terrible, May was better, and the improvement continued into June and July. But now Mehrotra...
-
Freightonomics: How Long Will The Bull Run?
Thursday, August 20, 2020 - 4:15pm | 60Joined by special guest Zac Rogers, Anthony and Zach discuss the current freight market's propensity to overachieve over the past few months and explore reasons why that will persist or crumble.
-
Drilling Deep: The US Postal Service At A Crossroads
Thursday, August 13, 2020 - 2:57pm | 270The untenable situation at the U.S. Postal Service is coming to a possible breaking point. It is carrying a significant amount of e-commerce traffic but other competitors want that business. It continues to lose money and has an enormous pension burden that no other entity in America has. It...
-
Drilling Deep: Loan Forgiveness Is The Next Big Step As PPP Moves Toward Its Completion
Thursday, August 6, 2020 - 3:48pm | 190The last day to apply for funding under the Paycheck Protection Program (PPP) is Saturday, August 8. But that's when things will get busy for people like Michael Rofman. He's a partner and leader of the New Jersey Transportation & Logistics practice at the national accounting firm of Mazars...
-
Freightonomics: Over The Hump? (With Video)
Friday, July 31, 2020 - 10:03am | 98Zach and Anthony go over surprising trends that are popping up going into the second half of 2020, and the headwinds facing the economy. Apple PodcastSpotifySticherWatch the video
-
Drilling Deep: What Invoices Are Telling Us About The Strength Of The Freight Market
Thursday, July 30, 2020 - 3:59pm | 273Whenever there's a transaction in the supply chain, there's an invoice. And a lot of those invoices get processed by US Bank, which has long had a large amount of business in the trucking sector. The bank puts together a quarterly summary known as the U.S. Bank's Freight Payment Index, and it's a...
-
Drilling Deep: The first in-person industry meeting of the COVID era
Thursday, July 16, 2020 - 4:52pm | 175There were fewer people than usual, as well as some canceled receptions, but it looks like a whole lot of effort resulted in a successful in-person truck industry gathering without anybody getting sick. Ed Crowell, the president and CEO of the Georgia Motor Trucking Association, joins Drilling...
-
Drilling Deep: Trucking Got Big Money From PPP; What Will Be The Impact?
Friday, July 10, 2020 - 4:02pm | 169With the release of the identities of the biggest recipients of money under the Paycheck Protection Program, reviewing all the names of those who got money and figuring out how this will impact the industry's operations is now the hot topic of discussion in trucking. On this week's Drilling Deep...
-
Is It Time To Short Tesla, And Did Uber Overpay For Postmates?
Thursday, July 9, 2020 - 10:40am | 146Andrew and Kevin are joined by former GQG 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, Inc. (NASDAQ: TSLA) can become the most valuable company in...