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

What's the next retailer domino to fall? 25.08.2020 31:26

Andrew, Kevin and Seth detail who they think will be the next department store to fall, inflation, and Pershing Square's new blank check company. 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

Should every logistics company have a last mile strategy? 20.08.2020 31:01

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 M&A activity and story stock 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

Rockets and Uber Freight: Which valuation is wackier? 11.08.2020 30:33

Andrew, Kevin and Seth talk ROCKETS. How big of a deal was SpaceX's successful Starship Hop last week and how much closer are we to commercial space travel? Then, we discuss that outrageous Uber Freight valuation. Also, we question whether it is time for the freight bears to throw in the towel. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify...

Can Walmart double, and how big is the hydrogen stock bubble? 28.07.2020 31:30

Andrew and Kevin are again joined by Freight Intel Group member, Seth Hold, to present the case for Walmart doubling in size. Next, we discuss how big the hydrogen truck stock bubble is and debate which department stores are at the biggest risk of bankruptcy. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Vi...

Is Walmart becoming a tech company? 14.07.2020 31:26

Andrew and Kevin and rejoined by OG host Seth Holm to discuss Walmart+, the forthcoming Palantir IPO, and department store bankruptcies. Also, Andrew introduces a new segment in an ode to Dan Le Betard and his father "Papi". 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

Is it time to short Tesla, and did Uber overpay for Postmates? 07.07.2020 31:26

Today, Andrew and Kevin are joined by former GQG host and Senior Research Analyst, Seth Holm. The original three change the pace a little bit and expand their normal "long/short" segment into a full-length episode. Topics covered include whether Tesla can become the most valuable company in the world, whether Uber overpaid for Postmates and whether Ford can reignite its own flame with the Bronco r...

Q2 3PL earnings: How bad can it be? 30.06.2020 31:33

Today, Andrew holds down the fort with Director of Passport Research, JP Hampstead, to discuss his recent research note on Q2 broker performance. Then the two dive into Uber's partnerships with municipalities and Lemonade. 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

Can the housing market lead the way to v-shaped recovery? 23.06.2020 29:41

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 of economic slowdown. 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

Does Amazon Face a Sharp Challenge from Walmart & Shopify? 16.06.2020 31:24

Andrew and Kevin touch on the rise of alternative data sources before diving into the recently announced partnership between Walmart and Shopify. 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

Which car companies will emerge stronger post-COVID, and how can they do it? 09.06.2020 31:34

Andrew and Kevin are joined again by fellow Freight Intel Group member Seth Holm to discuss the state of the automotive industry and how quickly it can recover. 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

Digital freight matching market share and the evolution of Amazon Relay 02.06.2020 31:24

Andrew and Kevin are joined by Director of Passport Research, JP Hampstead, to discuss the digital freight matching playing field and how the evolution of Amazon Relay impacts truck brokerages. 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

Could this be the proverbial nail in mall's coffin? 26.05.2020 31:21

Andrew and Kevin are joined by Freight Intel Group member and retail guru Seth Holm to discuss the future of malls and how COVID-19 may accelerate the deterioration of once great American monuments of consumerism. 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

Why do some companies flourish during a recession? 19.05.2020 25:32

Andrew and Kevin speak with Ryan Schrieber from CarrierDirect about different strategies companies employ during a recession. We answer what are the best ways to emerge from a downturn stronger than before. Then we chat Beyond Meat and Best Buy. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm...

Is Uber gaining market share and is it worth the burn? 12.05.2020 33:04

Today, Andrew and Kevin discuss Q1 earnings for Uber and Chattanooga's own USX before being joined by Lead Economist Anthony Smith to chat unemployment. 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

FreightWaves LIVE @Home 05.05.2020 42:26

Great Quarter, Guys LIVE from FreightWaves LIVE @Home with special guest Benjamin Gordon, Founder and Managing Partner, BG Strategic Advisors 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 the best in the business gain market share through COVID-19? 28.04.2020 33:33

In our second earnings season update, Kevin and Andrew break down some of the best in the business in KNX and ODFL. Then we talk about the freight market bottom and the potential for football in the fall. 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

Earnings SZN Part One: Who's thriving during COVID-19? 21.04.2020 34:03

Today Kevin and Andrew discuss the first few transportation companies reporting earnings during the COVID-19 outbreak and what it means for the rest of the industry. Also, we weigh in on the freight volume debate and question whether oil prices will ever fully recover. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad c...

Does your logistics firm have a great corporate culture? 14.04.2020 42:45

Kevin and Andrew are joined by Ryan Schrieber to discuss the differences between non-compete and non-solicitation clauses. Also, we detail this week's One Good Piece and talk about when we may see the bottom of the freight market. 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

Do trucking and logistics companies have enough cash right now? 07.04.2020 43:20

Kevin and Andrew discuss what transportation companies are doing in their scramble for cash flow, how carrier expectations for 2020 have changed, and how far freight volumes will far before finding a floor. 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

When the going gets tough, the tough extend payment terms 31.03.2020 54:29

Kevin and Andrew discuss the inevitable accounts receivable risk incoming in the transportation industry with Peter Rentschler from CarrierDirect. Andrew introduces a new segment and expectations are set for the March unemployment rate. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoi...

Will FedEx and XPO capitalize on COVID-19? 24.03.2020 48:57

This week Andrew and Kevin discuss the two differing strategies between FedEx and XPO with Peter Rentschler of Carrier Direct. We also take a look at how high jobless claims will jump this week and what it means for credit risk with your customers. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megapho...

Is there any place to hide from these stock market losses?? 17.03.2020 1:00:42

Today Kevin and Zach discuss the volatility in the stock market and who might be the big winners and losers in a recovery. Andrew interviews Doug Schrier from Transflo. Then we jump on the phone with Ryan Schreiber from CarrierDirect to discuss the current state of logistics. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about yo...

How to defend against a nuclear verdict 10.03.2020 49:56

Andrew discusses defendant tactics with prominent trucking defense attorney, Joe Pappalardo. Then Ryan Schreiber of CarrierDirect joins him to talk about how the coronavirus is impacting his clients. Lastly, Andrew and Ryan battle over Quibi and whether March Madness will happen this year. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn...

Truck vs Intermodal: which mode should you choose? 03.03.2020 54:10

We sit in with the intermodal guru, Mike Baudendistel, to discuss the decision making process of choosing between trucking and intermodal. We also discuss the most recent Passport research report on the coronavirus and Nikola Motors going public. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone...

What's behind private equity's dismal record in trucking? 25.02.2020 1:02:00

Kevin and Andrew sit with JT Engstrom to discuss private equity's increasing role in transportation. Also on the docket is the FMCSA drug and alcohol clearinghouse and the future of stock trading social networks. 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