Great Quarter, Guys 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. Seth Holm, Kevin Hill, and special guests break it all down for you on a weekly basis.
Tony Mulvey and Anthony Smith debate the pros and cons of quitting while you’re ahead on this episode of Great Quarter, Guys.
Tony Mulvey looks at the latest industry mergers and acquisitions on this episode of Great Quarter, Guys.
Anthony Smith and Tony Mulvey look at early retail results after Cyber Monday.
Andrew Cox links up with old Great Quarter, Guys host Seth Holm for a reunion episode all about capital.
Andrew Cox looks at the companies having to dump inventories to keep up bottom lines on this episode of Great Quarter, Guys.
On this episode of Great Quarter, Guys, Andrew Cox and Anthony Smith look at the freshest acquisitions to hit the market.
On this episode of Great Quarter, Guys, Andrew Cox and Anthony Smith talk about the collaboration you never saw coming: Walmart plus Netflix.
Senior Retail Analyst Andrew Cox explains why the port congestion is to blame for rising prices on this episode of Great Quarter, Guys.
On this episode of Great Quarter, Guys, Andrew Cox talks about what the future holds for Roadie.
Andrew Cox and Anthony Smith talk about the alternatives to Amazon on this episode of Great Quarter, Guys.
Andrew Cox and Anthony Smith talk about accelerated buying cycles ahead of peak season.
On this episode of Great Quarter, Guys, Andrew Cox and Anthony Smith look at what lies ahead for peak season and if it can beat last year’s market tightness.
On this episode of Great Quarter, Guys, Andrew Cox and Anthony Smith talk about the continued shortage of ocean containers.
On this episode of Great Quarter, Guys Andrew Cox and Anthony Smith debate Amazon’s second quarter performance.
Ryder supply chain president lays out goals of partnership with Bed, Bath and Beyond.
Hear from Deutsche Bank’s Amit Mehrotra about his current favorite stocks in the transportation industry on this episode of Great Quarter, Guys.
FreightWaves CEO Craig Fuller joins host Andrew Cox for this episode of Great Quarter, Guys.
Route4Me is helping navigate shipping delays and strain across the transportation industry.
On this episode of Great Quarter, Guys, Andrew Cox looks at the way-too-early analysis of Amazon’s Prime Day deals and what they show about buying behaviors.
On this episode of Great Quarter, Guys, Andrew Cox looks at how much stress the Pacific backups are continuing to put on already strained supply chains.
On this episode of Great Quarter, Guys, Andrew Cox looks at how supply chain failures are hindering the return to services.
Prices remain high as inventories stay low and retailers struggle to fill store shelves.
Andrew Cox and Kevin Hill debate how FedEx and UPS are treating their customers on this episode of Great Quarter, Guys.
How are retail stores recovering as COVID restrictions ease and foot traffic increases? Andrew Cox breaks it down on this episode of Great Quarter, Guys.
Have companies seen the best of the best when it comes to earnings potential? Andrew Cox breaks it down on this episode of Great Quarter, Guys.
Andrew Cox kicks off a new era of Great Quarter, Guys by welcoming Zach Strickland as his new co-host.
On this episode of Great Quarter, Guys, Andrew Cox and Seth Holm discuss whether a wave of shipments is on its way to the U.S. or if the parcel system can handle the load.
What type of data is most important for brokers to have in their pockets? On this episode of Great Quarter, Guys, Andrew Cox and Anthony Smith debate.
On this episode of Great Quarter, Guys for the FreightWaves Enterprise Fleet Summit, Andrew Cox and Seth Holm discuss how all modes of transportation are moving market indices.
On this episode of Great Quarter, Guys, Andrew Cox and Seth Holm discuss why American consumers may feel the crunch at the cash register as a lasting effect thanks to freight delays.
The truckload market is looking very strong this year and freight brokers are riding high.
On this episode of Great Quarter, Guys, Seth Holm and Andrew Cox talk about the hot truckload market and give their predictions for the next quarter of 2021.
Andrew Cox and Seth Holm are back with an episode of Great Quarter, Guys, talking about the biggest consumer news of the week and what a stimulus package could mean for buying behavior.
On this special episode of Great Quarter, Guys for FreightWaves Global Supply Chain Week, Andrew Cox and co-host Kevin Hill talk about productivity during tough times.
Andrew Cox and Seth Holm detail Ancora Advisors’ attempts to reroute asset-light trucking and logistics company
Andrew Cox and Seth Holm debate the big news in the retail space and compare which logistics companies have the best drop-and-hook practices.
Andrew Cox and Seth Holm break down the pros and cons of UPS Freight selling to TFI International.
Andrew Cox and Seth Holm explore the impacts of container shipping issues through Peloton’s experience.
Andrew Cox and Seth Holm debate how companies should look to expand their operations for the coming year.
Will the new year bring market booms or busts? Andrew Cox and Seth Holm react to a bold prediction from Deutsche Bank analyst Amit Mehrotra.
It was a year of discussions, SPAC announcements, caring and not caring for the GQG crew.
Andrew Cox and Seth Holm talk mergers across the market and how they’ll impact the next year.
Do you care about Uber Connect, Amazon custom fashion, Flock Freight or the Tesla Semi? Andrew Cox and Seth Holm do!
Miss one of our live podcasts this week? Get caught up here! You can conveniently find every FreightWaves podcast in one feed via the free FreightCasts channel on freightwaves.com/podcasts, iTunes, Spotify or wherever podcasts are found. Subscribe to FreightCasts and never miss a FreightWaves podcast. The full list of FreightWaves media can be streamed via […]
Find out which companies are hitting the public market this week and why that matters Andrew Cox and Seth Holm are talking about lots of companies coming to the public market through IPO on today’s “You Care or Nah?” DoorDash will begin trading Wednesday on the public market, which Holm argues is compelling since DoorDash […]
SpaceWaves: Bank of America’s Ron Epstein talks the true value of the space market Andrew Cox and Seth Holm wrap up SpaceWaves with a special edition of Great Quarter, Guys. Keeping the “You care or nah?” segment short Thursday with only four topics, the guys actually care about every single one. Momentous announced it will […]
Did you miss one of our shows or podcasts last week? Catch all the latest episodes from FreightWaves here.
Andrew Cox and Seth Holm debate the resurgence of bitcoin and the value of buying new trucks as a fleet.
Miss one of our shows this week? Get caught up here! You can find every FreightWaves podcast conveniently in one feed via the free FreightCasts channel on freightwaves.com/podcasts, iTunes, Spotify or wherever podcasts are found. Subscribe to FreightCasts and never miss a FreightWaves podcast. The full list of FreightWaves media can be streamed via the […]
How discount shopping will shape retailers, plus what the Target and Ulta partnership means moving forward Tuesday’s episode of Great Quarter, Guys kicked off with Andrew Cox grilling Seth Holm about what actually matters in this week’s business updates. Here’s what made the list of topics for “You care, or nah?”: The massive influx of […]
Andrew and Seth are joined by Thiago Olson, Managing Director of Engage Ventures to discuss Engage’s unique VC model, their hyper-focus on southeastern startups and what opportunities he is seeing across the frieghttech landscape.
We discuss Ted Weschler, Berkshire money manager and his move to purchase $45mm of Dillard’s stock. Then, we break down some of the most notable upcoming futuristic SPACs.
Andrew, Kevin and Seth discuss their thoughts on the consumer and upcoming holiday season, before being joined by Bruce Chan, VP, global logistics at Stifel. Bruce makes his FreightWavesTV debut and talks drones, white gloves and all the peculiarities of final mile.
Andrew, Kevin and Seth talk about the next steps for salvaging Nikola and what to expect for Tesla’s Battery Day. Thanks again to the research contributions from CarrierDirect.
Kevin and I are joined again by Ben Gordon, Managing Partner and CEO, Cambridge Capital and BGSA, to discuss the importance of the Nikola-GM partnership. We also debate whether there will be demand for exoskeletons in warehouses, as well as the role SoftBank is playing in the current tech “bubble.” Thanks as always to our […]
The odds are more iconic retail brands will declare bankruptcy in 2020
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.
How big of a deal was SpaceX’s successful Starship Hop last week, and how much closer are we to commercial space travel?
Andrew and Kevin are again joined by Freight Intel Group member Seth Holm 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. As always, a special thanks to our friends at CarrierDirect […]
Andrew, Kevin and Seth 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.” Thanks as always to my friends at CarrierDirect for their research contributions.
Andrew and Kevin are joined by former Great Quarter, Guys 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 can become the most valuable company in the world, whether Uber overpaid for Postmates and […]
This week Andrew holds down the fort with Director of Passport Research JP Hampstead to discuss his team’s recent research note on Q2 broker performance. Then the two dive into Uber’s partnerships with municipalities and answer whether the upcoming Lemonade IPO will be sweet or sour. As always, a special thanks to our friends at CarrierDirect with […]
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. Then we give our thoughts on Zillow and Airbnb for the rest of the year. As always, a special thanks to our friends at CarrierDirect with their research contributions […]
The Walmart and Shopify partnership looks like it will shake up e-commerce as we know it.
Auto brands are fighting tooth and nail for market share.
A look into a market share report from UBS.
In Episode 30, Andrew and Kevin reunite with an original host and creator of the show’s name, Seth Holm, to discuss the future of malls, brick-and-mortar and retail overall. Seth spent nearly 10 years covering consumer and retail stocks at an Atlanta-based hedge fund before joining the Freight Intel Group last April. Can malls reclaim […]
You can’t cut your way to growth.
Today, Andrew and Kevin discuss first-quarter earnings before FreightWaves Lead Economist Anthony Smith makes an appearance to chat about unemployment. As always, thanks to CarrierDirect for their research contributions.
How the investment landscape is changing in 2020 and what technology looks most promising.
The second quarter could finish with a bang for trucking stocks.
XPO’s Brad Jacobs says 2020 is most likely a lost year.
Cultivating a positive culture while protecting the business
Transportation companies are drawing down credit lines to weather the pandemic
On EP22, 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. Check out other episodes here.
We discuss the different strategies FedEx and XPO use to build shareholder value.
The current crisis is stress-testing the technology of many transportation companies.
Nuclear verdicts have been a rising phenomenon in the trucking industry over the past decade. Are large lawsuits the cost of doing business, or is there a way to defend against them?
The choice depends on the lane, the freight and the rate.
FreightWaves CEO Craig Fuller writes about FreightWaves third birthday, and the company’s past, present and future.
Private equity-backed trucking companies have had a tough time during this market downturn.
Today, Kevin and Andrew have two special guests: Bill Vitti, chief commercial officer of Truckstop, explains the recently announced partnership with Knight-Swift; then Peter Rentschler from Carrier Direct discusses his takeaways from last week’s Stifel Conference in Miami. Lastly, we discuss the triumphant return of flip phones and why Virgin Galactic stock has tripled since […]
We discuss how the coronavirus is affecting freight flows from China with special guest Lori Ann LaRocco from CNBC. Earnings season is also in full swing, and it looks like XPO has taken more than a few steps toward its ultimate breakup. Then, it’s off to the battle between the Tesla Cybertruck and the Nikola […]
Some think Elon Musk can increase sales 40-fold over the next 10 years
The impact of new technology in freight brokerages and how it is changing compensation.
XPO has made spin-offs the new buzzword in logistics for 2020.
This week we break down Walmart’s future with special guest Zach Strickland.
Is this a golden opportunity for a vertical integration, or is it a defensive move to bail out a troubled customer?
This week, Andrew and Kevin break down AutoZone, 1980’s trucking deregulation, and special co-host and railroad guru Mike Baudendistel explains whether intermodal is still a growth story.
Are the reports of FedEx’s struggles greatly exaggerated?
On this episode of Great Quarter Guys, Seth Holm, Kevin Hill, Andrew Cox and JP Hampstead break down Knight Swift’s business model, discuss the Phase One Trade Deal and debate Twitter in their regular long-short segment. Subscribe to Great Quarter, Guys on Apple Podcasts Subscribe to Great Quarter, Guys on Spotify Listen to more FreightWaves […]
Today we discuss Warren Buffett’s rare misstep with Kraft Heinz, the Celadon bankruptcy and more.
On this episode of Great Quarter, Guys, Seth Holm, Kevin Hill and Andrew Cox break down leading flatbed operator Daseke’s business model and talk freight broker compensation, trucking supply and demand and Tesla’s new Cybertruck.
On this episode of Great Quarter, Guys, Seth Holm, Kevin Hill and special guests Peter Rentschler and JP Hampstead talk mega mergers in transportation and why Old Dominion shareholders have knocked it out of the park. Plus, FedEx takes on The New York Times, and more. Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts […]
On this third episode of Great Quarter, Guys, Seth Holm, Kevin Hill and Andrew Cox break down the state of freight from a research-based, data-driven approach. Today they discuss Kevin’s takeaways from FreightWaves LIVE Chicago, trucking supply and demand, Nike stopping selling directly on Amazon, and what a strong Walmart means for the U.S. consumer […]
