FreightWaves, Kaylee Nix, Grace Sharkey

Great Quarter, Gals

News EN ↓ 166 episodes

Great Quarter, Gals 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.

Author

FreightWaves, Kaylee Nix, Grace Sharkey

Episodes

Trucking stocks and valuations - Enterprise Fleet Summit 07.04.2021 23:24

Andrew and Seth interview UBS Senior Equity Research Analyst Tom Wadewist about the rationale behind his recent trucking downgrade, his favorite stock picks in transports, what he thinks of the CPKC merger and more. Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

What the Suez blockage means for US consumers 30.03.2021 31:14

Andrew and Seth are joined by Rick Helfenbein, former President and CEO of the American Apparel & Footwear Association to discuss the Suez Canal blockage's impact on the US consumer. The three also debate China's overnight squeeze on American brands, but not before Andrew and Seth chat consumer spending, airline demand, Nike, Bed, Bath & Beyond, and MORE. Apple Podcast Spotify More FreightWaves Po...

DFMs and legacy brokers will become hardly distinguishable 25.03.2021 20:59

Live from the 3PL Summit, Andrew and Seth are joined by Stifel's Bruce Chan to discuss where we are in the freight cycle. Bruce, decorated transport analyst and a veteran of the show, brings thoughtful insights on broker technology, DFMs vs legacy brokers, and much more. Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Does the market get any better? 16.03.2021 31:27

Last week, UBS analysts Tom Wadewitz, Alex Johnson and team asked 'Can the Market Get Any Better?'. On today's Great Quarter, Guys, Seth Holm and I will answer that question with SONAR data, discuss the truckload stock downgrades, and give our own expectations for the next few months. We're also talking about retailers moving away from the wholesale model, Walmart's move to bring on designer Brand...

Strongest consumer backdrop in decades, Wall Street upgrades trucking, USX sheds light on its baby beast, and Tu Simple IPO 09.03.2021 31:24

Andrew and Seth are back in the saddle after a week-off. There have been a bevy of intriguing stories emerge over the past two weeks, so today the lads discuss the consumer backdrop and recent stimulus news, the Wall Street upgrades on the trucking sector, USX has given us a little more detail on Variant, and Tu Simple is preparing for an IPO. Apple Podcast Spotify More FreightWaves Podcasts Learn...

How Home Depot emerged from the pandemic even stronger than before 23.02.2021 40:16

Andrew has Kevin Hill back at the helm today for an event-themed episode. We have two sets of fantastic guests from Zuum and Home Depot. Before guest discussions, Andrew and Kevin chat Walmart earnings, debate cardboardless e-commerce, and the takeover at Kohl's Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Can Ancora reverse Forward Air? 16.02.2021 31:22

Andrew and Seth discuss the recent circling of Forward Air (NASDAQ: FWRD) by activist inventor Ancora Holdings. The two also debate consumer spending and consumer sentiment data, Apple's inability to find a auto partner, and whether Jaguar is making the right move going all electric by 2025. Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adcho...

Who's got the best drop-and-hook strategy? 09.02.2021 31:25

Andrew and Seth discuss the rise of drop-and-hook programs over the past year and debate which logistics provider has the best strategy. But not before a full slate of 'You Care of Nah', including Tesla buying bitcoin, Amazon's renewable natural gas truck order, Container Store earnings, and MORE. Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm...

Have trucking stocks peaked? 02.02.2021 31:27

Andrew and Seth debate whether trucking stocks can continue rising after strong past couple months. They also discuss a rapid vaccine rollout's impact to trucking, Uber acquisition, UPS earnings, and more. Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

The juice is worth the squeeze for TFI International 26.01.2021 30:40

Andrew and Seth break down the recent acquisition of UPS Freight by TFI International. But not before discussing recent housing data, new partnerships in the autonomous trucking segment, and Costco's reluctance to implement curbside pickup. Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Peloton: The poster child of Containergeddon 19.01.2021 31:16

Andrew and Seth discuss the major shipping delays at US ports through the lens of Peloton and its exorbitant delays. We also discuss recent analysis of the vaccine's impact to hospitalization rates, Marc Lore's departure from Walmart, another EV SPAC, and some recent economic data. Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

When will inventory levels correct? 12.01.2021 31:18

Andrew and Seth discuss the disparity in growth rates between retail imports and retail sales to get a better understanding of where inventory levels are headed. They also debate which retailers should be looking to expand in 2021, Walmart's fintech aspirations, retailer earnings, and Amazon's shuttering of its Pantry service. Apple Podcast Spotify More FreightWaves Podcasts Learn more about you...

The most bullish outlook for transportation in 20 years? 05.01.2021 31:28

Andrew and Seth discuss Deutsche Bank analyst Amit Mehrotra's 2021 transportation outlook. He said it is his most bullish outlook he's written in his 20 years covering the space. Watch Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Can Apple compete with Tesla? 22.12.2020 31:23

Andrew and Seth discuss another new EV SPAC in XL Fleet and its implications for the trucking market. We also cover the BarkBox SPAC and go in-depth on Apple's foray into car manufacturing. Watch Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Is shared truckload the future of LTL? 15.12.2020 31:30

Andrew and Seth are joined by industry vet Justin Turner, SVP of Sales at Flock Freight to discuss the future of the LTL market and Flock's shared truckload model, but not before Andrew and Seth talk Uber Connect, Tesla Semi, and Amazon Fashion. Watch Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Can tech kill LTL? 08.12.2020 31:27

Andrew and Seth discuss the recent SoftBank investment in Flock Freight and the potential for Flock to change the LTL landscape, but not before giving their thoughts on a massive week of Silicon Valley IPOs and analyzing the surge in logistics employment this year. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choic...

LIVE from SpaceWaves w/ Ronald Epstein Senior Equity Analyst Bank of America Merrill Lynch 03.12.2020 35:15

GQG LIVE from SpaceWaves with Ronald Epstein, Senior Equity Analyst, Bank of America Merrill Lynch Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices

Should you be buying bitcoin or new trucks? 24.11.2020 31:40

Andrew and Seth discuss the meteoric rise of bitcoin recently, answer the question whether carriers should be adding trucks, and analyzing recent macroeconomic data releases. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices

Will this be the discount store decade? 17.11.2020 31:18

Andrew and Seth analyze the prospects for a decade of dominance by the nation's "discount" retailers. We also give our preview to TGT, LOW, TJX and M, but not before discussing the Uber autonomous rumors, Walmart's pop-up ecommerce spaces, and the Target x Ulta partnership. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your...

LIVE from FreightTech Venture 04.11.2020 24:52

Andrew and Seth are live from FreightTech Venture with Thiago Olsen from Engage Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices

Is it time to raise driver wages? 27.10.2020 31:26

Andrew and Seth break down their recent paper on driver wage inflation and the impact of wage growth to capacity and to trucking stock prices. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices

The SPAC train is headed back to space 13.10.2020 31:24

Andrew and Kevin discuss Ted Weschler, Berkshire money manager and his move to purchase $45mm of Dillard's stock. Then, we break down the upcoming clean energy SPACs. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices

An investor's guide to final mile 08.10.2020 41:43

Andrew, Kevin and Seth are live from FreightWaves Final Mile Logistics virtual event where they discuss their thoughts on the consumer and upcoming holiday season, before being joined by Bruce Chan, VP Global Logistics at Stifel. Bruce makes his FWTV debut and talks drones, white gloves and all the peculiarities of final mile. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple...

What should Nikola do with its $700m in cash? 22.09.2020 31:22

Andrew, Kevin and Seth talk about the next steps for salvaging Nikola and what to expect for Tesla's Battery Day. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices

Who got the better end of the NKLA-GM deal, and did SoftBank create the tech bubble 2.0? 08.09.2020 31:17

Andrew and Kevin are joined again by Ben Gordon, Managing Partner and CEO, Cambridge Capital and BGSA, to discuss the importance of the NKLA-GM partnership. We also debate whether there will be demand for exoskeletons in warehouses, SoftBank's role in this tech "bubble", and the acquisition rumors for Amazon. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscr...