Waiting game

FromFreightonomics

Start listening View podcast show

Waiting game

FromFreightonomics

ratings:

Length:

27 minutes

Released:

Jun 13, 2024

Format:

Podcast episode

Description

Zach and Tony discuss the strong-ish start to summer shipping and the recent Fed meeting takeaways. Also, service issues on the ocean may be propping domestic demand.
Follow the Freightonomics Podcast
Other FreightWaves Shows
Learn more about your ad choices. Visit megaphone.fm/adchoices

Released:

Jun 13, 2024

Format:

Podcast episode

Titles in the series (100)

At the crossroads of economics and freight there is Freightonomics. This show is hosted by FreightWaves market expert Zach Strickland and economist Anthony Smith.

Skip carousel

Macro Edition - How to navigate in a slow freight economy: Lead Economist, Anthony Smith takes the reigns on this macro edition of Freightonomics. He chats with a diverse panel of guests about ways to optimize performance across business areas in a sluggish freight economy. Listeners will learn how to navigate today while preparing for the future of freight. by Freightonomics
71 min listen
Climbing the Retail Peak: Anthony and Zach discuss the current status of the retail sector as the holiday rush ensues; Long term implications to the freight market as e-commerce explodes as well as a healthy debate about the sustainability of one of the nation's largest storefronts. by Freightonomics
41 min listen
What's 10th century Korean pottery got to do with it?: Anthony and Zach discuss the recent Celadon shutdown and how it lines up with current freight market conditions; a disappointing manufacturing sector; consumers appear to be on another spending spree funded by debt. by Freightonomics
35 min listen
The Trailer Talk: Anthony and Zach along with special guest Donny Gilbert take a deeper dive into the freight market trailer pool and discuss the types of freight they haul, their characteristics, and their place in the broader market. Additional topics include California regulations, coronavirus, and the surprising jump in the PMI. by Freightonomics
63 min listen
The housing and home improvement sector’s over-achievement driving optimism for recovery: Anthony and Zach discuss the surprisingly rapid recovery in the housing/home improvement sector of the economy and whether it has sustainability. by Freightonomics
33 min listen
What is LTL?: Anthony and Zach break down the less-than-truckload sector and talk about its connection with truckload along with giving a quick update on the latest economic and freight market trends. by Freightonomics
70 min listen
How the spot market moves the freight economy: Spot freight may only account for 10-20% of total freight moved in the U.S., but its activity paints the picture of the entire freight market. Tom Mallon joins to discuss the direction of rates in 2020. Also; Coronavirus update along with the current state of the market as well as recent economic releases. by Freightonomics
59 min listen
Planes, trains, ships and trucks: What each mode is telling us about the economic recovery: Anthony and Zach talk to rail and intermodal expert Mike Baudendistel about some interesting signals from that sector as well as connecting the dots between modes. by Freightonomics
32 min listen
Navigating the coronavirus: Today, Zach and Anthony discuss current economic trends in the midst of the coronavirus pandemic and what’s to come. by Freightonomics
63 min listen
What drives trucking rates?: Anthony and Zach explain the primary cost drivers of operating a trucking company and the market influences that drive the pricing volatility on both contracted and transactional freight movements. Also, an update on the coronavirus situation and what we are seeing in the economy today that may affect your life tomorrow. by Freightonomics
67 min listen
Straight Outta California: Zach and Anthony discuss the characteristics of the California freight market, the unintended consequences from regulations and the economic impacts from them. by Freightonomics
67 min listen
How the COVID-19 outbreak is hitting supply chains by Freightonomics
67 min listen
No Vacancy by Freightonomics
32 min listen
Every day is a new day: Anthony and Zach break down the impact of the massive layoffs and discuss how the backside of the out of season trucking peak looks. by Freightonomics
67 min listen
The Financial Side of Transportation: Zach and Anthony review the erratic stock movements and the financial side of transportation. Former Equities Fund Manager, Seth Holm makes a special appearance. by Freightonomics
66 min listen
Who is driving freight rates in 2020?: Anthony and Zach discuss the dynamic between the spot and contracted market as rates continue their wild ride in 2020. Do carriers, brokers or shippers control the spot market? by Freightonomics
32 min listen
Distributing the vaccine by Freightonomics
32 min listen
Divided we ship: There is little doubt that the next few months will be busy for domestic transportation, but will increasing COVID cases and the looming changes of policy from the new president-elect have any impact? Anthony and Zach bring on Dr. Zac Rogers to discuss near and long-term expectations. by Freightonomics
32 min listen
Not so fast my friend: Anthony and Zach discuss the Knight Swift/Heartland earnings; slowing decline of freight rates and volumes and what the rising imports mean for the recovery by Freightonomics
32 min listen
The Worst Has Yet to Come: Zach and Anthony review some of the latest company earnings and a major economic release. by Freightonomics
34 min listen
Are production numbers lagging or leading the freight market’s recovery?: Anthony and Zach discuss what to make of the subtle increase for the May PMI and orders, while domestic freight volumes surge. Also, produce season pushes agricultural rates over 2019. by Freightonomics
32 min listen
Will the cure be worse than the disease?: With unemployment levels skyrocketing and a stimulus package on the table, Anthony and Zach are joined by Andrew Cox as they debate how the U.S. should handle the COVID-19 outbreak as a country economically, as a business, and as an individual. by Freightonomics
59 min listen
Over the Hump?: Zach and Anthony go over surprising trends that are popping up going into the second half of 2020, and the headwinds facing the economy by Freightonomics
32 min listen
What Goes Down, Must Come Up?.. Wait, No..: Anthony and Zach discuss the hours of service exemption, consumer prices, and other recent macroeconomic releases. Dr. Zac Rogers makes an appearance to review the latest LMI findings by Freightonomics
32 min listen
How do presidential elections impact the economy and transportation?: Anthony and Zach discuss the increasing concerns over the driver shortage and how presidential elections influence the economy. by Freightonomics
32 min listen
Will 2021 be a good year for freight?: Anthony and Zach have a comprehensive discussion over what the economic and freight market indicators are telling us to expect in the coming year. by Freightonomics
32 min listen
Our actions today affect our lives tomorrow: Anthony and Zach discuss what to make of the recent recovery in volumes and what is happening today that may affect capacity later in the year as well recent economic developments. by Freightonomics
32 min listen
The Data Dump: Anthony and Zach pour through the latest economic and freight market numbers, explaining the significance of each while discussing the increasing importance of knowing how to interpret and use data in the age of over-information. by Freightonomics
32 min listen
Leading the way: Anthony and Zach have Dr. Matt Waller, Dean of Sam M. Walton College of Business, Professor of Supply Chain Management at Arkansas on to discuss the importance of leadership in transportation as well as how supply chains are evolving as a result of the COVID-19 pandemic. by Freightonomics
35 min listen
How sustainable are current trucking volumes?: Anthony and Zach discuss the booming freight market and reasons why it will and will not sustain into July as well as the implications for the new insurance bill and YRC bailout. by Freightonomics
32 min listen

More Episodes from Freightonomics

Skip carousel

Weather ready by Freightonomics
27 min listen
2nd Half Expectations by Freightonomics
27 min listen
Hopium abounds by Freightonomics
27 min listen
Checking in by Freightonomics
27 min listen
Losing confidence by Freightonomics
27 min listen
Governance by Freightonomics
26 min listen
Playing the turn by Freightonomics
27 min listen
Eclipsing Inflation by Freightonomics
27 min listen
Counting trucks by Freightonomics
27 min listen
Collapse by Freightonomics
29 min listen
Holding Pattern by Freightonomics
29 min listen
Signs of Spring by Freightonomics
29 min listen
Rules, rules, and more rules by Freightonomics
28 min listen
Too early to be optimistic? by Freightonomics
29 min listen
Playing the long game by Freightonomics
28 min listen
Transportation’s pricing problem by Freightonomics
28 min listen
Winter by Freightonomics
28 min listen
New Year Crap - Outlook by Freightonomics
27 min listen
Year in Review 2023 by Freightonomics
31 min listen
Rough Seas by Freightonomics
32 min listen
All I want for Christmas by Freightonomics
27 min listen
How soon is too soon? by Freightonomics
28 min listen
Ho ho how’s it going? by Freightonomics
28 min listen
Demand and supply by Freightonomics
32 min listen
What's Beneath the Surface? by Freightonomics
28 min listen
What recession? by Freightonomics
28 min listen
Tough sell by Freightonomics
29 min listen
The cost of de-risking by Freightonomics
29 min listen
Why sustainability still matters by Freightonomics
28 min listen
Sticking Point by Freightonomics
28 min listen

Related podcast episodes

Skip carousel

Freightonomics EP189 Waiting game by FreightCasts
27 min listen
Playing the long game by Freightonomics
28 min listen
Too early to be optimistic? by Freightonomics
29 min listen
Transportation’s pricing problem by Freightonomics
28 min listen
Freightonomics EP184 Playing the turn by FreightCasts
27 min listen
Playing the turn by Freightonomics
27 min listen
Signs of Spring by Freightonomics
29 min listen
Hopium abounds by Freightonomics
27 min listen
Freightonomics EP188 Hopium abound by FreightCasts
27 min listen
Out of Sync by Freightonomics
28 min listen
Inferring inflection by Freightonomics
30 min listen
The cost of volatility by Freightonomics
30 min listen
Governance by Freightonomics
26 min listen
Freightonomics EP185 Governance by FreightCasts
26 min listen
Down and up by Freightonomics
28 min listen
Freightonomics EP181 Collapse by FreightCasts
29 min listen
Collapse by Freightonomics
29 min listen
Lowered expectations by Freightonomics
30 min listen
The summer of discontent by Freightonomics
30 min listen
Sticking Point by Freightonomics
28 min listen
Words Matter: Have We Turned the Corner on the Debt Ceiling Negotiations? by Words Matter
29 min listen
Words Matter: Have We Turned the Corner on the Debt Ceiling Negotiations? by Deep State Radio
29 min listen
NFC Least, Rivera, & Cooley Film by The Kevin Sheehan Show
145 min listen
Rules, rules, and more rules by Freightonomics
28 min listen
Democrats Split on Capitol Hill: All eyes are focused on Capitol Hill this week as the debt ceiling, government funding, and infrastructure talks continue to heat up in both houses of Congress. Also happening in both chambers is testimony on Afghanistan from Chairman of the Joint Chiefs Gen. Mark Milley, Secretary of Defense Lloyd Austin, and U.S. Central Command Commander Gen. Kenneth McKenzie. Sarah has the week off, so Steve, David, and Jonah discuss it all on this week’s episode. And for dessert: the future of the Republican Party. Show Notes: -TMD on Afghanistan testimony -Uphill on what the heck is going on in Congress -Jennifer Graham Afghanistan reporting -Robert Kagan on our constitutional crisis in the Washington Post -The Eastman memo by The Dispatch Podcast
74 min listen
The Stockout EP117 Freight market improves, but is it just seasonality? by FreightCasts
27 min listen
Rough Seas by Freightonomics
32 min listen
Supply chain shuffle by Freightonomics
30 min listen
Crypto Update: Ask Me Anything With Raoul Pal: Crypto Update: Ask Me Anything With Raoul Pal by Raoul Pal: Real Vision
66 min listen
Tough sell by Freightonomics
29 min listen

Discover this podcast and so much more

Waiting game

Waiting game

Description

Titles in the series (100)

More Episodes from Freightonomics

Related podcast episodes