Podcasts about FedEx

Bombs, Cyclones, and a FedEx mystery. Kanye the Prophet? Some good raps. Chappelle made a statement in Nashville. What'd Joe Biden say? Doocy and Psaki, is Peter getting off to the punishment? Tipper Gore redux. Teachers gone wild. And for our big topic we bring in our Hollywood insider as a guest to talk about the latest updates in the Alec Baldwin shooting. --- Support this podcast: https://anchor.fm/None_Taken /support

Unless something drastically changes, we're headed for toilet paper hoarding again and worse yet – the holiday gifting season is in jeopardy due to the global supply chain crisis. I saw a post going around recently that reads, “The work of local artists is not sitting on cargo ships.” That's exactly right! This is in sharp contrast with other product sellers who have their product produced through factories … particularly if it's done overseas. Compounding the issue are labor shortages, the increase in shipping prices AND the slowdown of USPS, FedEx and UPS deliveries. It's a perfect storm setting up roadblocks right in the path of Santa's sleigh. Here's where you come in. As a handmade product maker, you have a unique opportunity to help save the holidays. If you're sitting on a decent supply of production inventory. By that I mean the elements you use to make your products, like yarn for your shawls, clay for your pottery or beads, wire and closures for your jewelry. Your product production is not affected by the supply chain crisis. All signs point to the fact that we'll need your help to provide gifts that we can actually get to give for the holidays. Here's what you should be doing right now to be of service to your customers while collecting your share (and in this environment even more than that) of holiday sales. Determine your product scope. Focus on producing your proven best sellers. Get out to in person shows. Promote the advantages of holiday handmade. Contact your local media. Bring the message to social media and through email. Be fluid as the situation evolves. Listen to the show for details under each of these steps. Join my https://www.facebook.com/groups/GiftBizBreeze (FREE Gift Biz Breeze FB Community) where you'll have the chance to learn and hang out with other inspirational makers just like you. If you found value in this podcast, make sure to subscribe so you automatically get the next episode downloaded for your convenience. Click on your preferred platform below to get started. Also, if you'd like to do me a huge favor - please leave a review. It helps other creators like you find the show and build their businesses too. You can do so right here: https://ratethispodcast.com/giftbizunwrapped (Rate This Podcast) https://podcasts.apple.com/us/podcast/gift-biz-unwrapped/id986323267 (Apple Podcasts) | https://podcasts.google.com/?feed=aHR0cDovL3d3dy5naWZ0Yml6dW53cmFwcGVkLmNvbS9mZWVkL3BvZGNhc3Q=&inf_contact_key=f00b9b282a6156da6dc2e642eb167c2f680f8914173f9191b1c0223e68310bb1 (Google Podcasts) | https://open.spotify.com/show/380HmeoVquMHRzOepaoF0s (Spotify) Thank you so much! Sue Know someone who needs to hear this episode? Feel free to share!

Eric Schmidt — The Promises and Perils of AI, The Future of Warfare, Profound Revolutions on the Horizon, and Exploring The Meaning of Life | Brought to you by ShipStation shipping software, ButcherBox premium meats delivered to your door, and Pique Tea premium tea crystals (pu'er, etc.). More on all three below.Eric Schmidt (@ericschmidt) is a technologist, entrepreneur, and philanthropist. He joined Google in 2001, helping the company grow from a Silicon Valley startup to a global technological leader. He served as chief executive officer and chairman from 2001 to 2011 and as executive chairman and technical advisor thereafter. Under his leadership, Google dramatically scaled its infrastructure and diversified its product offerings while maintaining a culture of innovation. In 2017, he co-founded Schmidt Futures, a philanthropic initiative that bets early on exceptional people making the world better.He serves as chair of the Broad Institute and formerly served as chair of the National Security Commission on Artificial Intelligence. He is the host of Reimagine with Eric Schmidt, a podcast exploring how society can build a brighter future after the COVID-19 pandemic. With co-authors Henry A. Kissinger and Daniel Huttenlocher, Eric has a new book out titled The Age of AI: And Our Human Future.Please enjoy!This episode is brought to you by ButcherBox! ButcherBox makes it easy for you to get high-quality, humanely raised meat that you can trust. They deliver delicious, 100% grass-fed, grass-finished beef; free-range organic chicken; heritage-breed pork, and wild-caught seafood directly to your door.Skip the lines for your Thanksgiving turkey. This holiday, ButcherBox is proud to give new members a free turkey. Go to ButcherBox.com/Tim to receive a free 10–14 pound turkey in your first box.*This episode is also brought to you by Pique Tea! I first learned about Pique through my friends Dr. Peter Attia and Kevin Rose, and now Pique's fermented pu'er tea crystals have become my daily go-to. I often kickstart my mornings with their Pu'er Green Tea and Pu'er Black Tea, and I alternate between the two. Their crystals are cold-extracted, using only wild-harvested leaves from 250-year-old tea trees. Plus, they triple toxin screen for heavy metals, pesticides, and toxic mold—contaminants commonly found in tea. I also use the crystals for iced tea, which saves a ton of time and hassle.Pique is offering 15% off of their pu'er teas, exclusively to my listeners. Simply visit PiqueTea.com/Tim, and the discount will be automatically applied. They also offer a 30-day satisfaction guarantee, so your purchase is completely risk free. Just go to PiqueTea.com/Tim to learn more.*This episode is also brought to you by ShipStation. Do you sell stuff online? Then you know what a pain the shipping process is. ShipStation was created to make your life easier. Whether you're selling on eBay, Amazon, Shopify, or over 100 other popular selling channels, ShipStation lets you access all of your orders from one simple dashboard, and it works with all of the major shipping carriers, locally and globally, including FedEx, UPS, and USPS. Tim Ferriss Show listeners get to try ShipStation free for 60 days by using promo code TIM. There's no risk, and you can start your free trial without even entering your credit card info. Just visit ShipStation.com, click on the microphone at the top of the homepage, and type in TIM!If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts? It takes less than 60 seconds, and it really makes a difference in helping to convince hard-to-get guests. I also love reading the reviews!*For show notes and past guests, please visit tim.blog/podcast.Sign up for Tim's email newsletter (“5-Bullet Friday”) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissFacebook: facebook.com/timferriss YouTube: youtube.com/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today is Tuesday, October 26, and we're looking at FedEx vs. UPS.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sterling Anderson is the co-founder and Chief Product Officer of Aurora, the company delivering the benefits of self-driving technology safely, quickly, and broadly Key topics in this conversation include: Aurora's decision to pursue several AD applications in parallel How Sterling is thinking about partnerships and commercialization How Aurora is working towards long term success rather than trying to display technology in specific, niche applications How Aurora tests “smarter, not farther” Similarities and differences for automating a class 8 truck and a passenger car application Links Show notes: http://brandonbartneck.com/futureofmobility/sterlinganderson Future of Mobility LIVE registration: https://www.linkedin.com/events/futureofmobilitylive-investingi6856659498245984256/ Sterling's LinkedIn: https://www.linkedin.com/in/sterlinganderson/ For more on Aurora, including partnerships with FedEx, Uber, Toyota, Volvo, and PACCAR, as well as their Aurora Driver Development Program, Safety Case Framework, product announcements, Fusion hardware kit, blueprint for ride-hailing, and more, visit their blog. Sterling's Bio: Sterling Anderson is the co-founder and Chief Product Officer of Aurora, the company delivering the benefits of self-driving technology safely, quickly, and broadly. A longtime developer of autonomous vehicle technology, Sterling developed the MIT Intelligent Co-Pilot, a shared autonomy framework that paved the way for broad advances in cooperative control of human-machine systems. In 2014, he joined Tesla, where he led the design, development, and launch of the Tesla Model X and then led the team that delivered Tesla Autopilot. Sterling holds several patents and over a dozen publications in autonomous vehicle systems and earned his Masters and Ph.D. from MIT. About Aurora: Aurora, founded by the leading experts in self-driving, is delivering the benefits of self-driving technology safely, quickly, and broadly with the Aurora Driver. The Aurora Driver is a platform that brings together software, hardware, and data services to safely operate any vehicle without a human driver. Backed by Amazon, Sequoia, and others, Aurora has partnerships with FedEx, Toyota, Volvo, Uber, PACCAR, and more. Aurora tests in the Bay Area, Pittsburgh, and Dallas, has offices in those cities and four other locations. Future of Mobility: The Future of Mobility podcast is focused on the development and implementation of safe, sustainable, and equitable mobility solutions, with a spotlight on the people and technology advancing these fields. linkedin.com/in/brandonbartneck/ brandonbartneck.com/futureofmobility/ Music credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License

This week we discuss dolly focus, mail-in repairs, retrofitting older Macs. 1Password will now let you share passwords with just a link. We dive into the October event where Apple unveils the MacBook Pro 14-inch and 16-inch laptops with M1 Pro and M1 Max Apple Silicon. We discuss the chip architectures as well as Apple Music Voice Plan, new Home Pod Mini and Air Pods. Picks: Salary Negotiation: Make More Money, Be More Valued, TLDR Stock Options, The Pragmatic Engineer Test: 12 Questions on Engineering Culture, Hired Salary Calculator New audio uploaded - Sat Oct 23, 1:04 EDT

Today we're on another episode of our Friday Feature where we talk with astounding entrepreneurs and their success stories. In today's episode we're speaking to Douglas Vermeeren, who has personally interviewed business leaders like Nike, Reebok, Fruit of the Loom, FedEx, American Airlines, just to name a few. He is also the producer and director of four of the top ten personal development movies ever made, and now the new hit film "How Thoughts Become Things". Douglas has authored three books as well, and his training program shares strategies on how to connect with the highest level achievers to expand your network and grow your business. His award-winning entrepreneur and wealth of training programs have been rated among the best in the world. And today, Douglas is going to be sharing with us how at the age of nineteen he changed his mindset to change his life. Let's find out how! Connect with Douglas here: Website: https://www.douglasvermeeren.com/ YouTube: https://www.youtube.com/c/DOUGLASVERMEEREN Facebook: https://www.facebook.com/DouglasVermeeren1/ Instagram: https://www.instagram.com/douglasvermeeren/ Twitter: @DougVermeeren Predictable Millionare Facebook Group: https://www.facebook.com/groups/812069606348894 Ready to rewrite your money story? Register to my Five Day Millionaire Mindset Makeover Workshop here: https://www.abundancemindsetmakeover.com/ Visit our website for more information: http://gullkhan.com/

Dave Chappelle's Netflix Controversy is covered along with 7 Super Tips from the Emmy and Grammy Award winning comedian. Chappelle currently is the star of the Netflix Show "The Closer". The famous comedian shares his thoughts and insights that have helped him conquer the various bumps and turns of his career. 5x #1 Bestselling Author and Motivational Speaker Erik Qualman has performed in over 55 countries and reached over 50 million people this past decade. He was voted the 2nd Most Likable Author in the World behind Harry Potter's J.K. Rowling. Have Erik speak at your conference: eq@equalman.com Motivational Speaker | Erik Qualman has inspired audiences at FedEx, Chase, ADP, Huawei, Starbucks, Godiva, FBI, Google, and many more on Digital Leadership. Learn more at https://equalman.com

Vince the Fed Ex Guy made international news when he posted a video claiming he wouldn't deliver packages to any household with a visible Biden or BLM sign.This is a unique episode because we get a chance to not only hear from Vince, the cancelled, but his canceller: Michael Mc- who's an award winning music director witha highly influential Tik Tok page.Vince argues his cancellers got the story wrong and doxed him for no reason; threatening his safety and his marriage.  Michael Mc explains why he revealed Vince's identity and why, given the chance, he would do it again.

EP278 - Adobe Holiday E-Commerce Forecast with Taylor Schreiner In Episode 277 we covered some of the early overall holiday sales forecasts, and the issues likely to impact this holiday season. In this episdoe we get the very first look at Adobe 2021 Holiday Shopping Forecast. This is a deep dive on digital shopping behaviors based on Adobe Analytics, which analyzes 1 trillion visits to retail sites and over 100 million SKUs. We break it all down with Taylor Schreiner, Director of Adobe Digital Insights. Episode 278 of the Jason & Scot show was recorded on Thursday. October 14th, 2021. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. Transcript Jason: [0:24] Welcome to the Jason and Scot show this episode is being recorded on Thursday October 14 2021 I'm your host Jason retailgeek Goldberg and as usual I'm here with your co-hosts Scot Wingo. Scot: [0:38] Hey Jason and welcome back Jason Scott show listeners we are smack in the middle of October and for all of our retail listeners you know what that means it is go time for Holiday 21 way back in episode 277 last week we talked about the supply chain challenges I like to call that Supply pain and we shared the e-commerce retail forecast from Salesforce Deloitte and beIN but there was one notable missing forecast from that list and that's one of our favorites the Adobe forecast well in this episode we're going to fix that hole in the universe we're going to fill it and Adobe is releasing their holiday forecast here on the 20th which is when we'll be releasing this podcast and we are really excited to have with us today Taylor Schreiner he is the director of Adobe Digital insights and fun fact this is adobe's fifth time on the show Welcome Back Taylor. Taylor: [1:34] Thanks God do we get a free sandwich. Scot: [1:37] Sure if we were there together we would have a sandwich but we'll we'll do a virtual high five instead how about that. Jason: [1:44] Just to warn you Scott's character is like grilled into the sandwich so some people find that. Taylor: [1:49] Oh no I'll close my eyes this could thank you Scott thank you Jason it's great to be here we'd love talking to you guys and we love listening to you guys so it's a fun conversation to have. Jason: [2:03] We are thrilled to have you Taylor and I do want to Dive Right In to your methodology and then your data but before we do real briefly remind. Um the audience what your role is at at Adobe to sort of frame frame where your perspective is coming from. Taylor: [2:20] Sure so I run a group called Adobe Digital insights it's got mentioned and we are charged with, using aggregated and anonymized adopted in data to. Help the industry retail and other Industries as well understand the major trends that we see in the data that comes through Adobe analytics or adobe Commerce or any of the other. I could get it to Commerce and experience cloud services that we have. So so our job is to tell stories to make it take all that huge area did it and tell stories that help people understand their world. Jason: [2:59] That's awesome and so there's a bunch of different components of the the Adobe marketing cloud in the do Adobe Commerce Cloud but. Sort of Marque things Adobe analytics which a long time ago too many of us that are super old was Adobe was omniture, is a is a key component of the analytics suite and Magento is a key component of the marketing cloud and so you you get to see, an awful lot of, Commerce transactions across the web via those two products and the rest of the the Adobe stack and you get to use that anonymized data to sort of formulate this holiday forecasting this case is do I have that right. Taylor: [3:41] Absolutely and I really appreciate you calling me super old. Jason: [3:44] I didn't say you called it I'm not sure I said I. Taylor: [3:47] I remember I remember the under two days I do but yes. Jason: [3:50] I'm pretty sure there's like the URL for the analytics dashboard still says all mature. Taylor: [3:54] I think sometimes it does yeah now it's absolutely right face. Jason: [3:58] And then one important distinction some of the. Holiday forecast that Scott mentioned in the intro are actually overall retail forecast and one of the things that that is unique your forecast is slightly more focused you're focused on digital Commerce do I have that right. Taylor: [4:16] That's right we have we focused exclusively on digital Commerce and we're looking what makes us unique is that we are looking across, over a trillion interactions with retailers across thousands of retailers across over a hundred million skus with a boatload of AI behind that sort of categorizing and understanding it but you know the core of it I think for your listeners is weird. The where the group is actually looking at what people are buying in what quantity and what they're actually paying for it. It's ridiculous prices we're not doing surveys were actually looking at the the behaviors that we can observe a huge scale and using that to do both the reporting in this case are forecasting of the holiday season. Jason: [4:56] Yeah and that's super exciting to me because that I frequently rail against the value of stated preference surveys in our industry and and what we're talking about today is observed preferences lies actual data and consumer behavior that you're watching. Taylor: [5:11] Absolutely and it's gonna be fascinating. Jason: [5:13] Yeah so just two other minor precursors and we'll jump in because there is so much variability out there when you say holiday what date range are you talking about. Taylor: [5:22] Good point right now we're talking about the first of November till the end of the year although arguably make it into it you know some of the stuff is starting to creep into October 2 but when we talk about numbers were talking about November 1 to December 31. Jason: [5:34] Perfect we'll come back to that but yeah I think I think the the shoulders of that season are going to be more interesting than ever and then when you say, retail. Like approximately like what is in retail to you I could go US Department of Commerce restaurants and gas stations are in there like do you guys have a standard definition of retail just to kind of frame what we're talking about. Taylor: [5:56] We generally look at a thing where the transaction the Fulfillment are fully executed online we exclude from this things like travel which is a different industry or anything where it's simply a payment system online but you know any Commerce where you're doing your shopping, your your payment and your fulfillment online generally falls into into our space so not restaurants are delivery services but but the goods that you would normally associate with with retail shopping outside of that. Jason: [6:27] Awesome and so digital grocery than would be in there. Taylor: [6:29] Yes he's a digital grocery appliances apparel all that kind of thing. Jason: [6:34] Perfect okay well I think that's enough Preamble and we've done enough teasing what's what's the Top Line are we all going to get our bonuses this year or is it going to be bleak. Taylor: [6:43] It's your our data showing a good year or days showing a year where the story is really consumers want to shop consumers wanted to go buy online but it's going to be really different year for retailers and for consumers because of the supply pain that Scott was referring to earlier they're going to see a lot more out of stock they're going to see a lot, you know a lot higher prices frankly and that's I think it'll hold us back from having a incredible year. Now just keep in mind I'm talking about a 207 billion dollar, season which you know we don't have a great aggregate retail forecast that we based off right now but that's roughly $1 and for of all of all retailgeek. As far as we can see maybe a little more than that. And it's 10 percent up from last year which you know in the long run of historical growth rates is a little bit low but we're getting off of a 33% jump the year before so if you kind of look all the way back to 2019 we're still. Accelerated from where you would have expected us to be if you've been projecting from a prepaid nemec stance so it kind of depends on where you're looking at it from. But however you look at it it's going to be a big year. Jason: [7:58] Got it so in my mind I sort of think of it traditionally year of e-commerce growth for Holiday being kind of like pre-pandemic. We were kind of running in this like 10 to 15% a year sort of range, um and all of retail would be growing at like four percent a year so then last year the pandemic forces everyone online we have this monster year 33 percent and then this year you're looking for you're looking at 10% on top of last year's monster year. Taylor: [8:27] That's right that's right still going to grow it's still good grow significantly it's still good grow you know maybe as you stay at the kind of lower bound of what we used to see but it's a real real growth rate now they'll be some differences in what grows and how it grows you can get into that but it's going to be a good year. Jason: [8:44] And one of the thing that's always funny to me is I guarantee you when the the sort of superficial press get ahold of your forecast they're all going to write the story about how e-commerce has is slowing way down. Taylor: [8:58] Right yeah nobody wants to talk about two year growth rate or you know try and digest everything that's happened over over the course of the pandemic and fine and but I know, when you step back even a little bit e-commerce has transformed over the past 20 24 months I think the bigger story is people are shopping for their groceries people are shopping for their Furniture you know folks out here in Berkeley or buying compost online, the way that people engage with e-commerce has radically transformed over the course of the pandemic and that's here to stay and that's this the basis of that growth and that you know that's the part that really has accelerated over the course of cobit so if you want to look at a particular growth rate and say it's slowing down, fair enough, but I don't think for instance you know I want to make predictions in 223 but I don't think this 10 percent growth rate in 22 is telling you that 23 is going to be slow I think it's more of a balancing act between. 2020 and 2021. Jason: [9:58] And again like this still means e-commerce is almost certainly growing faster than brick and mortar. Filming the whole industry is still growing in a very disruptive year I do want to like maybe double-click on covid just for a second because this was the big open question when we were all living through, the first half of the pandemic was sure. Everybody's turning to e-commerce people don't want to go to the stores there's health and safety issues they're all they're all these open things so not surprising that it drove more people online a big question at that time was. Is this just an acceleration of a trend and this is going to be the new normal or will those people all be desperate to go back to the store and resume and back to the mall and kind of resume their pre-pandemic. Shopping behaviors and. My read of your data says no no we're locking in all those changes that happened last year and then we're we're growing at a pretty healthy clip from there is that a fair way to be thinking about it or am I wrong headed as got usually points out. Taylor: [11:02] No in this particular case you happen to be right the that's absolutely true if you look at the aggregate growth I think it tells exactly that story that it, it is we're banking all the gains that you got through covid and there were growing on top of that, I think another stat I think really tells the story is our buy online pick up curbside. Data which you know followed that trajectory you talked about Jason, getting up there as we got into the pandemic and retailers adjusted we have a we have a set of retailers we look at the median portion of their online purchase online orders that are fulfilled curbside and that ramped right up last year with all of its fulfillment challenges ranked right up right before Christmas you about 25% we thought that's a that's a high peak right we got into April of this year and it gone right back up to 25% people are still going and pick you up curbside that's a habit that they're in their shopping online and fulfilling next to the store and we expect that to hit a whole new record frankly as we go into this year so it's a it's a habit that people have gotten into and they're not letting go of. Jason: [12:10] Wow and if this is from memory but I want to say last year you guys said that well well e-commerce grew at 33% the dopest segments are the curbside pickup segment grew way faster than that it was like a hundred and ninety-five percent. Taylor: [12:25] Yeah I don't have enough time I have like it's something like that it was it was significant and this year's going to be. Going to be crazy and you know anecdotally you know there are a number of stores where I think hey I really like this I'm not going to set foot in number of those I'll shop with them but I'm against it putting them again for a while if I don't have to this is great for me. Jason: [12:47] Yeah you know it's maybe only partly analogous but I talked to a lot of Quick Serve restaurants. And you know they have the same thing right they sold they sold meals but it was all off Prem consumption and you know the restaurants that have the biggest intrinsic Advantage were ones with drug through. And I've talked to an awful lot of restaurant tours that are like if I could wave a magic wand and make my dining room go away and have a more robust drive through. I would do it because that's the customer that that appears to be the long-term customer preference. Taylor: [13:19] Yeah I think and I think a lot of retailers who have got good real estate or obviously having to rethink how much of this is a you know distribution center and how much of this is a shopping experience and you know it's gonna be different than it was two years ago for sure. Jason: [13:34] And then I guess the one other sort of observational thing I've noted is. Yeah so you know our store is going to get people to walk back in the store to pick up those digital orders are they going to continue to pick them up at curbside and you know one who knows but one clue. Um is pre-pandemic Walmart had these in storage lockers these robotic lockers this cool Tower and all their stores. Um and they d installed all of those towers and they're now doing a national remodel with a much more robust, curbside picking lot parking lot right so it seems very clear and Walmart's case that they're saying hey the. You know this isn't just a reaction of the pandemic this is a you know a permanent infrastructure change we're making two. To make to eliminate in-store pickup and make curbside pickup more. Taylor: [14:24] I think that's right I think that is likely the trend I think you know it there's a lot. A lot of the hassle of of shopping that you're removing with shopping online and pick you up at the store is, is that last not mile I mean the last you know a hundred feet hundred yards of going in there and getting in the inline or whatever if you can just sit with your app and check your email with some well so they put stuff in the trunk that's a lot of a lot of value add there so I would expect that to be continue to be the trend. Scot: [14:52] Bullets as I introduced I'm kind of keenly aware or following the supply chain stuff and I noticed in the front of your presentation one of the bullets is unprecedented out of stock levels if you guys can you share like you know what you think that's going to be and is there any way to put a number on that like you're numb your forecast would have been you know twice as big if it wasn't for this or you just guys are just flagging it as this adds risk to the holiday. Taylor: [15:21] It's a fair question something we think a lot about I mean it's really hard to characterize and we probably just need more more. Time with the with the day I met don't make time to think about it but time series data to really understand how out of stock. Alters people shopping behaviors whether they abandon or whether they take some to which they redirect themselves. I will tell you is that you're going into if you look at sort of 2019 isn't as the normal it was growing when people were getting more out of stock items more of stock hits over time maybe you know creeping up toward fifty or a hundred percent more even over the course of the year and the pandemic hits and people are five times more likely basically four and a half to five times more likely to get an out of stock message and that's today that's not necessarily going to Holiday where things could get more challenging. So that could go up where we see it often isn't most often is in apparel so again you know I think it's going to affect different categories differently out of socks in the Peril can be if you're looking for a particular stereo pair of sneakers or particular you know this is the 20th so what made you I was buying for my wife but something you know a vest or something right that is her birthday is on the 23rd so I want to tell her what's what I was shopping for, anyway the you know you might not get that. Scot: [16:46] Is your wife a listener. Taylor: [16:48] I really doubt it. But yeah you might get redirected to something else whereas in electronics for instance we see you know a lot of chips shortages but. But price is a bigger factor in some of that marketing and decision making and so you're able to see apparel prices creep up a little bit but a lot about a stock you see for instance Electronics prices creep up a lot from what we would have expected but that that has reduced the out-of-stock challenges that they faced. Scot: [17:24] So so it's hard to put a quantity quantify on at this point maybe you think after the holiday you guys will be able to. Taylor: [17:31] I think it'll be easy yeah I mean you know we have a clear estimate of what things might have looked like before I think after the holiday talk to us in January we can we will have a better sense of how this played out this holiday season one of the challenges that I think is out there is it's not clear yet how much out of stock consumers are really going to see this season, based on you know when retailers are running promotions how they're stocking us those promotions how they're managing their their portfolio of goods so. We'll have to see but it's something that yeah had Beyond in January we'll talk about. Scot: [18:09] Okay it's going to be more of a chess game because the retailer they have the only information about what they have and what they can expect and then matching that to the promotional calendar this year is going to be interesting and playing a little game of chicken with the consumer to because consumers should be reading about this a lot so it's going to be fascinating to watch watch how that plays out. Taylor: [18:29] Yeah I've been recommending to Consumers frankly to make two lists, say look you got one list of things where I know I want this for the holidays and you got to buy it early because you might worry about your your out-of-stock situation and then another set of goods were you think hey you know if this doesn't come through or if I don't get specifically the version of this that I want yeah if I don't get this TV but I get a different brand TV I'm okay and then those things you can really shop for on the big major sailed is but it's you know. It's going to be it's a lot of a lot of work for the retailers to figure out how this game is going to play out and frankly it's gonna be a lot of work for consumers to figure out how they're going to address it. Jason: [19:10] I guess one of the ways I think about this it's important to remember that out of stock does not automatically mean wah sales like a lot of times there's a. Customers first choice but the they'll make on the Fly substitutions are switches when they discover some things out of stock so we still capture that. That's a land it seems like all like you know all the people forecasting retail sales for this holiday are pretty robust numbers you're coming in with a pretty robust number, everyone saying we're not going to find, consumers first choice of goods so the sort of logical conclusion here is the consumers in a spending mood when I go to the store to get baby grow goo for Scott for Christmas and it's out. Um Scott's going to have to settle for some cool dune toy that I find. Taylor: [19:58] Hey didn't really cool the The Arc right and I think maybe the way to answer Scott's question directly is you know. In the face of this rapidly increasing out of stock, we're seeing at least you know up to the 5x of what we saw in 2018 we have still seen really impressive growth this year especially we're 2019 so so far whatever headwind it is is not. Super significant now I think you know the experiment that will be able to look at is if this starts to spike as we go into the holiday season if retailers have a hard time matching their inventory with with consumer demand then that might have a bigger impact in the they'll be saying we can look at more closely. Jason: [20:42] So you alluded to some of the categories and I have a feeling that. Um that both out of stocks and the impact of out of stocks could play out very differently in different categories right like if someone goes to the grocery store and we're out there out of your preferred brand of toilet paper. You're probably going to switch to another toilet paper but if there's a particular luxury fashion item or a particular toy that little Johnny is asking for for Christmas. Um you might be more inclined to hunt her harder for that product or defer that purchase and get it later or something like that right is does that make sense. Taylor: [21:16] Absolutely yeah and you know grocery out of stocks are not not at all infrequent with your particular Goods at a particular moment and then apparel is something I don't know about the rest of you but I've gotten. Pretty acclimated to the notion that I'm not necessarily going to be able to find the size and the color I'm looking for on the first try that it's quite quite possible I have to hunt around but you know there's a lot there a lot of style choices that go into that whereas I think you know if you're looking for a you know something specific as you say you know for particular. Particular toy your gift you might have to hunt them different retailers to go find it but you might be willing to do that exactly well. Jason: [21:58] So when you roll it out all that up are there any categories in your mind and end up being clear winners or losers for holiday. Taylor: [22:06] Well you know I think the it's it's a good question the the. [22:17] Clearly where we've seen growth is where we've seen the clearest growth in the holiday and in e-commerce in general has been in the things that are not holiday specifics of groceries apparel those kinds of things have really grown and we continue to see them grow so in some sense they are the Commerce winners because they've really absorbed the, I think what's going to be very successful early on are going to be these deals that get spread out around electronics and other gifts in an apparel we expect to see those went out very well I've got my eye though on non physical Goods things like downloadable games and things like that that happen the mic pop up toward the Christmas season is people who are looking to deliver something that is great experience especially for kids that isn't going to be constrained by shipping challenges and then. [23:18] I don't know where to put my bets this year because I've got my eye both on the demand that I see in a lot of things like gaming consoles that are looking great but also on you know there's a big question mark over over Supply challenges and how that will play out for them so I would be cautious in spread my bets but but electron you know the traditional gift areas are going to do really well and apparel seems to be continuing to take off very strongly in what we've seen so far. Jason: [23:48] So you the non-physical thing is super interesting ordinarily and holiday like as you get closer to the end of the year and you kind of hit shipping cut-offs and last year we talked about a lot about ship again I didn't, and you know bottleneck sit ups and FedEx and all of that you know retailers pivot to trying to sell. Intangible products pretty hard right and most notably gift cards so I imagine that with the the inventory situations this year that that's going to be more prominent than ever that you know if you can't find the, the toy you really want you know it might be an IOU you're getting, it holiday in the hopes of getting it in January or February but there is a new kind of intangible that kind of didn't exist last year and is having a little bit of moment and I have a feeling Scott's way more into it than I am but why. Does all do all of these out of stocks kind of play into the the the. In Ft kind of hate this year do you think that we could start to see some of them on the holiday wish list. Taylor: [24:52] I think I think in a few still have a ways to bleed into you know consumer experiences and consumer expectations that I see a lot of reading and not a lot of a lot of buying but if people can figure out how if retailers can figure out how to make. You're kind of cross that Chasm and figure out how to make it a real consumer experience and yeah I think there's a lot of opportunity there for that and you know and speaking of things that are not necessarily tangible and expire or unique you know we don't forecast travel into our into our data but we do look at travel and right now you know prices for. Plane tickets are about 13 percent less than they were on average in 2019 so you know depending on how. Vaccinations and mask mandates and travel restrictions all play out there may be a push if knock wood covid gets better for more experiential, experience driven options for people to give as gifts to. Scot: [25:49] One of the things that I've been really intrigued by and this is because some of the companies have gone public but this buy now pay later and I saw you called it out and I've seen a lot of the Wall Street analyst as a for my generation I look at it I'm kind of like, you know why don't I just put that on the credit card what's interesting is I've seen this whole generational thing where Millennials and gen Z years they're looking at it as they associate the credit around the item they don't like kind of having open credit and they want it to be around a specific item what what are you guys seeing as it relates to the be npl. Taylor: [26:25] We love new acronyms right be in PL no I have exactly the same experience you just got where I think exactly what you do this but we had two sources on this one is we looked at the actual data that we see flowing through our systems and we saw skyrocketing last year of buy now pay later Behavior we saw about 44 percent growth over the course of the year, weeks that slowed a little bit in percentage terms as we went through this year but you know as we get back into the holiday season I have every reason to expect that to re-accelerate, and you saw quite the distribution two of you know sources of this is some retailers got into this business a lot of financial institutions got certain play in this area so there's a lot more more options we saw those we saw the minimums for buy now pay later come down from those institutions and simultaneously we actually saw consumers spend more or put put bigger purchases on buy now pay later, and when we surveyed about it we, we saw what you were alluding to Scott this is a generational difference in the way that people manage and even think about what credit really is and was striking to me is that the top, category that folks told us that they were interested in using buy now pay later for was was clothing that they were making those kind of purchases and and Spring Meadow over time because they were, lumpy in their year and then they were spreading it out across their income without affecting their credit. [27:52] Electronics was obviously on that that set to you going to buy your television as televisions get bigger and more expensive or cheaper but bigger but what was the. [28:02] Third category that I thought was fascinating was groceries. And not again we dug under that that wasn't just people it wasn't generally people saying look I've got a week's worth of groceries and I spread the payments out over four weeks that's hard to make sense of but but more you know I'm throwing a party or having an event and I have a spike in my grocery budget no one at this I want to smooth it so it is a and then they were everyone was managing it sort of separately from this notion of having a lump of credit card debt they had a managed versus a purchase they had to think out and pay off those are two really different categories so it is it's a really different way of thinking about credit that's manifesting in buy now pay later and it seems to continue to be growing at a significant rate. Scot: [28:49] Yeah do you think. The pitch that a lot of these so that the two big companies are there's three there's a firm karna and after by and I'm sure there's more egg even like shopify's coming out with their own and what not, their pitch to retailers is it bumps up your cart size right do you think, is this going to be a factor this holiday in our is it going to bump up the ASP you think there are still too small to be a meaningful consideration. Taylor: [29:17] You know when we when you average across the enormous event that is the holiday season I don't think we're going to see average order value is our average basket, values go up significantly more noticeably are or more to the point me off trend of what we've seen in the past that said, you know I think. If these retailers are thinking about their customer base has more granularly and they're thinking well I've got a group of folks who I can actually juice where I can do sup there their basket sizes and their purchases by offering that I think that probably is true and, you know as with these kind of generational shifts it may make a difference in the longer term as you change consumer buying habits it may open up a door for that generation is incomes increase and time goes by so I think probably more of a long-term play when it comes to aggregate average order values but for specific audiences for specific customer bases I think it did make a difference. Jason: [30:18] Yeah it's going to be interesting you know there's a payment method that historically has been really popular holiday that you know. Rich people that listen to e-commerce podcast don't tend to think about but it's layaway. And I like one of the interesting Trends you know Walmart which does a very robust delay way business retired their layaway this year in favor of a buy now pay later service. Taylor: [30:44] Yeah I remember the I remember the Layla way shelves. Toys R Us when I was a kid and just sitting them seeing all these items sit there waiting for people to pay for them but if you can get the same effect. And both for the consumer on their credit and for the retailer in terms of getting paid then it's certainly more enticing for the customer to actually get the item rather than wait for it. Jason: [31:10] I know for sure I do like to sad things there was kind of a fun tradition because of away away some very kind people would often go into a retail store. And pay everyone's layaway. And it was kind of this like secret Santa thing and you know it would happen every year there would be lots of these cool stories so I worry we're going to miss out on that which you know probably isn't. Isn't hugely meaningful but it said to me but the other thing that worries me a little bit about holiday I do think like based on your growth forecast like this is going to be a bunch of consumers first experience with these buy now pay later services, and I would still say there's a lot of consumer confusion because like I look at the landscape of these services. And the spectrum is very broad there are you know some kind of thinly veiled payday loan operators that are you know charging like huge interest and late fees and all these things on one end and then there's there's some like. Really generous programs that are very popular in here that don't charge interest in don't have late fees and you know is sort of a. Very low cost and so it. I'm not sure consumers are going to be Savvy enough to differentiate all of those for this holiday I know Target in particular is offering two different buy now pay later options and. Consumers are going to have to learn how to shop for those vendors now. Taylor: [32:35] I think that's absolutely right Jason it's very hard you know it's sort of an unstructured product that can have a lot of different attributes and it's not like a credit card where you we serve reduced it to something like credit limit and interest rate right with some with some bells and whistles and it's also not, it's not even something that consumers know how to frame necessarily like I certainly didn't when I got into the space what is this what are these payments mean what is the penalty if I miss the payment you know what are my other options how are we going to communicate how you get paid what information do you need has if at my credit score it's a lot to think about and it's going to you know thinking has a lot of costs especially when consumers are shopping this quickly so you know I think we'll have a reckoning Reckoning but a moment to pause and. Reflect on how this all evolved we get to the holiday season it will see some things shake out I would imagine. Jason: [33:31] Next well let's pivot to something near and dear to my heart the we alluded to up top the shape of holiday so there's two. Parts of this that are super interesting to me, ordinarily when we talk about holiday we're laser focused on these five days at the end of November the turkey fiber that I think you guys caught the Cyber five. Taylor: [33:53] Yeah they're my wake up at 3 a.m. 5 so I have I hold them in a different regard but they are. You know the story that you know when we would talk to you guys before for the pandemic would always be you know hey this the the season is growing but these big days are growing faster retailers are concentrated you're competing and concentrating their deals on those days and we're seeing retail consumers follow suit and they're expecting those deals on those days that really flipped around last year we had a massive growth last year about 30 odd percent 33 percent for the season. [34:27] But the individual days were growing in the low 20s there are growing about 10% slower then the season as a whole and we expect that again this year we expect the season to grow at about 10% expect the big days to grow about five-ish percent. To be clear they're going to break records I mean we're going to have an 11 plus billion dollar a day on Cyber Monday we're gonna you know Black Friday is going to going to inch up close to 10 billion Thanksgiving is going to be you know over five it'll, level that we used to call Young used to be Black Friday of numbers it's going to be massive but both because, retailers are spreading out the deals for supply and fulfillment reasons and because consumers have really shifted what it mean what e-commerce means in other words they've established sort of water level of shopping for things that are not holiday and promotionally driven, those percentages are harder to move than they used to be so yeah it's going to be they're going to be big days they're gonna be huge that last hour before the end of Cyber Monday we're going to see $12,000,000 move through the system in a minute so, every minute so it's going to be big but it's going to be a different pattern especially the thing from the Retailer's perspective than we've seen in the past. Jason: [35:40] Interesting and do you have a feel for like how much it like I think you hit on the 2 reasons for it like one is the lot of large numbers there already huge. Huge numbers and and you know frankly in some cases quite you just can't squeeze more Goods through the. The funnels on those days and then the other one is changing consumer patterns and and just you know more General e-commerce consumption on every other day of the month and all those other things like it, I'm assuming it's a blend of both of those but but is is this year more prominent that people are going to be holiday shopping on other days or you think we've just. Taylor: [36:18] Yeah it's hard it's a hard call I think what's unusual about this year's really the retailer side I mean you could imagine a world where with fewer Supply constraints where retailers are more willing to put big sales on those big days and compete for eyeballs and four dollars so maybe a maybe there's a new normal where that changes but what I don't think is changing is that consumers are now permanently going to be in a state where Ecommerce is more and more available to them where you know be their home. Certainly their phone is is increasingly an easy place to go shopping and so all this concentration on these days is going to make less and less sense to them in terms of shopping behaviors if you go back out you know the origin of these days is really about sitting outside a big box and and can't be out and trying to get deals because you had to go in person but if you don't, if you if you if it's less and less the case that you actually have to go get things then it becomes easier and easier to spread out your purchases over time and if you're always shopping online you're not, you know just sort of the complete opposite of what you know going going to the office for Cyber Monday to go shopping which is what some of us used to do then you know you're much more open to these deals and opportunities that that retailers can offer you throughout the season so that part's not going away. Jason: [37:40] That's a great point so so then let's let's zoom out a little bit you guys are counting holiday is November 1 through December 31st a lot of retailers would, include January in there, holiday season again a lot of you know gift cards and returns and people you know come in with that return and they buy more stuff so January normally is a good month, and then this year the deals. Started in October right like Amazon Started Black Friday deals on October 4th time to get started on October 10th I think. Sort of boosted because of the supply chain concerns retailers are fighting really hard to start holiday shopping in October, and because all the stuff we really want is stuck on a boat off the coast of Long Beach we might not get it until January or February so with all of that supply chain squishiness. Like is there like what you know. Taylor: [38:39] What do we see. Jason: [38:40] Holiday in November and December but is it even a like the rate of growth is even bigger if you were to kind of you know redefine holiday as a October through February. Taylor: [38:51] Yeah I mean the way that shows up in our data is that we see a we so far I've seen a very strong October, we've seen very strong October in terms of overall e-commerce growth not not on par with you know the big holiday months but it's you know we're looking at you know roughly that ten percent year-over-year a little bit more for October so it's a good sign. [39:17] The what we're also seeing though is we're keeping a close eye on prices and as I said we're see we see. Data at the transaction level and it gives us a particularly unique view into into prices and we're going into your September are digital price index which is the of the basket of goods that we see purchased online through retail was up 3.3% over last year less than the CPI was up last month but still really significantly and for context up until the pandemic we had never seen digital inflation it always be always in prices going down on part about 5% order of about five percent so people are going into this season with higher prices there will be some discounts but we in October but I don't think they're going to make a dent in that inflation yet. And frankly from what we've seen historically over the other holidays of this year we expect to go in with higher prices for goods in general and we expect discounts to be, significant but a little bit shallower than they were at their last year their deepest point so consumers may be paying significantly more, this year on a Black Friday for a particular item than they were they would have been last year on that same date when you add all that up. Scot: [40:35] Nursing the so I know we're up against time so a little lightning around here it wouldn't be a Jason and Scot show if we didn't talk about Amazon any any tea leaves on Amazon. Taylor: [40:47] So we are we assiduously avoid commenting on particular retailers for a number of reasons but everybody's going to have a big year I would imagine this year. Scot: [40:56] My theory is if the supply chain matters Amazon Amazon Walmart and maybe Target are so dialed in on that but it was some a bit of an advantage and could hurt the small guy this year but we'll see how that plays out. Taylor: [41:11] What do you think the large versus small is a good good framing of that, you know bigger retailers in and out of stock in a world without of stocks have more options to to offer and complete a sale and then small retailers who may see their carts more likely to be abandoned I think that's a significant factor. Jason: [41:31] Okay so then the next lightning one is you talked a little bit about inflation you talked a little bit about like discounting not having to be quite as deep. How does that all washout in terms of profitability I do do retailers make more money on fewer sales this year or does do all these supply chain costs eat it up and, and it's you know thin margins. Taylor: [41:51] Yeah well so I think margin management is going to be a whole different game and retailers of already had to think a lot about that this year that you know the top line is going to be bigger per item so you're going to get more Revenue but I don't see that really being driven by some kind of margin maximization Behavior it seems to be largely driven by increasing increasing costs of goods and so you know I don't see a real Gap step open it up between increasing costs and and increasing Revenue to create a giant chunk of margin there. Scot: [42:28] How about anything on device Trends any news kind of done to be a bit of an old story that you know the smartphone is overtaking the desktop. Taylor: [42:37] There is a little bit of news it's kind of fascinating so we that's that's it if you looked at the share of Revenue that was doing through smartphones from 2014 till even into the pandemic you could have basically drawn a straight line I mean it was a it was a sort of, Early College regression experiment that we've been super easy for First Years to do that's changed a little bit smartphones are still gaining cheer don't get me wrong they're still growing faster than desktop in terms of the revenue is coming through them. Ever so slightly more slowly than than they used to and it may be an indicator that, in America at least we may be headed toward an equilibrium to looks more like a sort of 50/50 World between desktop and phones which is obviously really different than some other parts of the world where that it may be 80/20 or 90/10. [43:33] Right yeah I got two expense that so I can you know make it part of our part of our. Jason: [43:38] If we get our new app tops in time then we're all shopping on our laptops otherwise we're all shopping on our floor. Taylor: [43:42] Exactly. Jason: [43:45] But it wasn't a or we could talk all day I know you're in super high demand this this time of year and and you know quite frankly not in demand at all the rest of the year so I'm sure we'll talk again when. When you're less popular, but this was awesome we really appreciate your time as always if folks want to continue the conversation or have questions you can hit us up on, on the Twitter or the Facebook page, and as always if you got value out of this show we sure would appreciate it if you'd go on to iTunes and give us that five star Christmas review. Taylor: [44:19] That's what I'm going to do Jason. Scot: [44:21] Awesome we push it if that's aren't your gift to us and it's digital so we don't have to worry about Supply pain if I think in past years you guys have set up kind of a cool holiday news Hub is that something you're going to do this year and we're world where will we find them. Taylor: [44:37] It will be there I need to get you the URL we can put the URL in a link to this if you guys are watching this online I will make sure you guys have it before we got there but yes there will it'll be there. Scot: [44:47] All right we really appreciate the time. Taylor: [44:50] Right thank you guys I really appreciate Scott real patient appreciate Jason happy to do this anytime. Jason: [44:56] We appreciate you Taylor and until next time happy commercing!

The Chiefs came to FedEx, and Washington couldn't finish off a VERY winnable game. We break it down, and talk about the biggest factors into losing this one. Sean Taylor's jersey retirement left us feeling as empty as the thoughts that went into the ceremony. We give our thoughts on the day, and what being a fan feels like moving forward. Hope you get something out of this one. Presented by BetOnline.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Hooters is under fire for their new gear, Conor McGregor sounds like the life of the party, FedEx package tracker is a bit off and the NBA is back! See omnystudio.com/listener for privacy information.

Are you on offense or defense? Say what? That's right, are you more on offense or defense for the Kingdom of God, for your workplace, and for your career? For example, emphasizing defense over offense can become a real problem, and these two mega-actions need to be tied together in some way! The Bible speaks directly to this, and so do some real-world examples in business. Join Kevin as he dissects what these six key words can and do mean for key areas of your life!  // Download this episode's Application & Action questions and PDF transcript at whitestone.org.

With E-commerce Booming and accounting for 27% of all consumer purchases, the last mile sector has become a particularly attractive part of the logistics supply chain for many entrepreneurs. Aligning yourself with the logistical leaders in this space can be a smart way to strategically sustain and quickly grow a transportation business. With good execution, you are able to implement already proven systems, have access to large networks and also maintain a consistent customer. That said, one of these Mega Carriers, Fed Ex Ground, have always uniquely offered the opportunity to buy your way in, Unlike some of its competitors. FedEx Ground is made up of 5,600 independent contractors all who “Own” the Fed Ex Ground routes or (zip code) deliveries Collectively, these entrepreneurs make up an entire network of last mile solutions providers (CSP's) all operating under FedEx's DOT authority. This provides a opportunity for entrepreneurs to basically purchase a “turn key” transportation business. Spencer Patton, Founder and President of Route Consultant, purchased his first FedEx Ground operation at age 26 in 2013 (10 Routes) online and now oversees 225 employees and 275 fleet of vehicles on the road making him “The Largest FedEx Contractor in the US. His company, Route Consultant, offers 26 services with in the vertical from the buying and selling of FedEx Ground and Amazon routes to financing, safety and maintenance your equipment. The company brokers about 50% of all FedEx routes accounting for roughly $260M in sales annually. Spencer's tenacity, business acumen and finance background is unique. With No transportation knowledge to start 8 years ago, Spencer has been able to leverage his skills to build and impressive vertically integrated operation and also carve out his own lane by adding value In this last mile solution space. For more check out www.routeconsultant.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Is Christmas cancelled? Headlines fly as global supply chain issues compound as Transportation Secretary enjoys his paternity leave. A Capitol Police officer is arrested on two charges of obstruction for his connection to the January 6th riots. Joe Rogan skewers CNN's Chief medical correspondent Dr. Sanjay Gupta and we review the highlights.​And more! Including:​

Throughout the pandemic, businesses of all sizes have faced delays, product shortages and rising costs linked to disruptions in the global supply chain. Consumers have been confronted with an experience rare in modern times: no stock available, and no idea when it will come in.Our correspondent, Peter Goodman, went to one of the largest ports in the United States to witness the crisis up close. In this episode, he explains why this economic havoc might not be temporary — and could require a substantial refashioning of the world's shipping infrastructure.Guest: Peter Goodman, a global economics correspondent for The New York Times.Love listening to New York Times podcasts? Help us test a new audio product in beta and give us your thoughts to shape what it becomes. Visit nytimes.com/audio to join the beta.Sign up here to get The Daily in your inbox each morning. And for an exclusive look at how the biggest stories on our show come together, subscribe to our newsletter. Background reading: An enduring traffic jam at the Port of Savannah reveals why the chaos in global shipping is likely to persist.This week, President Biden announced that major ports and companies, including Walmart, UPS and FedEx, would expand their working hours as his administration struggles to relieve growing backlogs in the global supply chains.For more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. 

Hour 1 * Guest: Bryan Rust – Over the past 50 years, Rust Coins has been working to educate customers about precious metals – RustCoinAndGift.com. * Honest Money Report: Gold: $1799.20 Silver: $23.50. * America's Busiest Port Is Shifting to 24/7 Operations Administration says it is working to fix major supply chain issues – Rob Quinn. * Supply Chain Disruptions Force White House to Ask Walmart, UPS, FedEx to Increase Output – TheEpochTimes.com. * Electricity shortages in China mean empty shelves ARE coming – TheBlaze.com. * Walgreens announced the closure of five more stores in San Francisco due to the surge of shoplifting that has plagued the city – “Due to ongoing organized retail crime, we have made the difficult decision to close five stores across San Francisco,” a Walgreens spokesperson told Fox Business. * Boeing to Employees: Get Vaccinated by Dec. 8 Company could face pushback – Evann Gastaldo. * Southwest Airlines Continues to Cancel Thousands of Flights After Weekend of Cancelations. * New California Law Will Ban Sale of Gas-Powered Mowers State is phasing out small gas-powered engines – Newser. * Internet shutdowns: The new authoritarian weapon of choice – Some 850 internet blackouts have been documented in the last decade in countries around the globe — 90% of them in the last five years. * Let your senators know how you feel about requiring teenage girls to register for the military draft – AFA Action Alert, AFA.net. * Jason Aldean's wife Brittany Aldean said “screw” the haters as she encouraged others to “speak out” politically following her anti Biden post. “The burden of the world we currently live in can be hard on any parent,”. Hour 2 * Liberty Conference 2021: Fri-Sat, Oct 22-23 – Salt Palace in Utah – WeCanAct.net, Promo Code LIBERTY $50 OFF. * CL Bryant, Founder of One Nation Back to God, A Senior Fellow with DC-based Freedom Works, Opening up a platform for opinions to be voiced, CL addresses current issues of race, politics and education, among many other trending topics – TheCLBryantShow.com. * Mr. Bryant is also an Author: A Race for Freedom – “It has been said, “There's only one race – The Human Race.” – That Statement Is True – We are indeed a race of humanity, but there is no denying that regardless of how we may try to spin it, ever since the fall of the Biblical Tower of Babel, Earth's people have acknowledged a distinction among themselves. * DOJ Loses Big in Capitol Rioter Case – Drops Felony Charge Against Alleged Capitol Rioter Who Never Entered the Capitol – Brett Davis – Brandon Straka, founder of the #WalkAway campaign encouraging liberals to leave the Democratic Party, Pleaded guilty last week to a misdemeanor disorderly conduct charge as the DOJ dropped a felony charge against him. His guilty plea was part of a deal in which he agreed to sit down for an interview with federal authorities and turn over evidence. * “Why the left can't let go of Jan. 6” by Patrick J. Buchanan, who explains that hyping a pretend “act of terrorism” is the only hope Democrats have of surviving November '22. * News flash: America's current ruling elites – including not only the Biden-Harris administration, but most of the Democratic Party, Big Tech, Big Media, the “Deep State,” academia, and even an increasing number of major “woke” corporations – are literally gaslighting the rest of America every single day, from morning until night, in a dizzying and ever-expanding variety of ways – Whistleblower's Mag, WND.com. --- Support this podcast: https://anchor.fm/loving-liberty/support

Walmart, FedEx, UPS to go 24/7 to Address Supply Bottlenecks. A record number of Americans are quitting their jobs. Steve Stout Offers Talent to be paid in Crypto. William Shatner Makes History. Courtney Black's Black History Fact: Maurice W. Lee inventor of the aromatic pressure cooker & smoker, The Smokaroma. Raiders Owner Mark Davis Breaks His Silence On Gruden. Nets Push Back On Kyrie. JR Smith's Rough North Carolina A&T Golfing Debut.    

Believe it or not… we made it to our 11th episode! On this weeks podcast we host Jake McLaughlin. He is a young FedEx pilot based in Hong Kong. We discuss how Jake was able to get to his dream job so quickly and some future plans. He also offers some interesting advice on how to get to the next step in your airline career.

* Guest: Bryan Rust - Over the past 50 years, Rust Coins has been working to educate customers about precious metals - RustCoinAndGift.com. * Honest Money Report: Gold: $1799.20 Silver: $23.50. * America's Busiest Port Is Shifting to 24/7 Operations Administration says it is working to fix major supply chain issues - Rob Quinn. * Supply Chain Disruptions Force White House to Ask Walmart, UPS, FedEx to Increase Output - TheEpochTimes.com. * Electricity shortages in China mean empty shelves ARE coming - TheBlaze.com. * Walgreens announced the closure of five more stores in San Francisco due to the surge of shoplifting that has plagued the city - "Due to ongoing organized retail crime, we have made the difficult decision to close five stores across San Francisco," a Walgreens spokesperson told Fox Business. * Boeing to Employees: Get Vaccinated by Dec. 8 Company could face pushback - Evann Gastaldo. * Southwest Airlines Continues to Cancel Thousands of Flights After Weekend of Cancelations. * New California Law Will Ban Sale of Gas-Powered Mowers State is phasing out small gas-powered engines - Newser. * Internet shutdowns: The new authoritarian weapon of choice - Some 850 internet blackouts have been documented in the last decade in countries around the globe — 90% of them in the last five years. * Let your senators know how you feel about requiring teenage girls to register for the military draft - AFA Action Alert, AFA.net. * Jason Aldean's wife Brittany Aldean said "screw" the haters as she encouraged others to "speak out" politically following her anti Biden post. "The burden of the world we currently live in can be hard on any parent,".

TOPICS AND TIMESTAMPS: Hmmm That's Odd 0:00 2 ANOMALIES 0:35 UNTAPPED TRANSPORT 7:38 INFLATION CREATION 9:04 $GPS INSIGHTS #1 FIGURES DO NOT ADD UP AND THAT CREATES A BIG CONCERN #2 INFLATION IS PUSHING MOST PEOPLE TO FEEL HARD TIMES #3 INVESTORS CAN HOLD REAL ASSETS, DIVERSIFY, AND BE AGILE bfm7D43.jpg (942×573) https://cms.zerohedge.com/s3/files/inline-images/bfm7D43.jpg?itok=Ol71qUwK Consumer prices rise more than expected as energy costs surge https://www.cnbc.com/2021/10/13/the-consumer-price-index-rose-5point4percent-year-over-year-in-september-vs-5point3percent-estimate.html Winter heating bills set to jump as inflation hits home https://apnews.com/article/business-prices-inflation-28e1231bdb445d482bb2d2e25dff1983 Prices continue to rise—here's what's getting the most expensive https://www.cnbc.com/2021/10/13/prices-continue-to-riseheres-whats-getting-the-most-expensive.html 2021-10-13 (1).png (1265×648) https://cms.zerohedge.com/s3/files/inline-images/2021-10-13%20%281%29.png?itok=FfNfBrZU 2021-10-13 (3).png (894×612) https://cms.zerohedge.com/s3/files/inline-images/2021-10-13%20%283%29.png?itok=h7vUACo9 Microsoft Word - National Report_Oct2021-FINAL.docx https://media.npr.org/assets/img/2021/10/08/national-report-101221-final.pdf Untapped potential: Far too little freight on US waterways, experts say - FreightWaves https://www.freightwaves.com/news/far-too-little-freight-on-us-waterways-experts-say BARGE-101@2x.jpg (1224×1033) https://s29755.pcdn.co/wp-content/uploads/2021/10/BARGE-101@2x.jpg 'There will be things that people can't get,' at Christmas, White House warns | Reuters https://www.reuters.com/world/us/americans-may-not-get-some-christmas-treats-white-house-officials-warn-2021-10-12/ White House: Walmart, FedEx, UPS to go 24/7 to address supply bottlenecks | TheHill https://thehill.com/homenews/administration/576463-white-house-says-walmart-fedex-ups-will-move-to-24-7-model-to-address?rl=1 A Stock Market Malaise With the Shadow of '70s-Style Stagflation – DNyuz https://dnyuz.com/2021/10/13/a-stock-market-malaise-with-the-shadow-of-70s-style-stagflation/ Column: Beset by coal shortages, India's power grid struggles to meet demand: Kemp | Reuters https://www.reuters.com/business/energy/beset-by-coal-shortages-indias-power-grid-struggles-meet-demand-kemp-2021-10-12/ China liberalises coal-fired power pricing to tackle energy crisis | Reuters https://www.reuters.com/world/china/china-liberalise-thermal-power-pricing-tackle-energy-crisis-2021-10-12/ China property shares pummelled as Evergrande impact widens | Reuters https://www.reuters.com/world/china/china-property-shares-pummelled-evergrande-impact-widens-2021-10-14/ Big boost for Social Security benefits as inflation rises https://apnews.com/article/social-security-cola-increase-4f2cd7b763371b91923227be883e367e?utm_source=Twitter&utm_campaign=SocialFlow&utm_medium=AP Fed says it could begin 'gradual tapering process' by mid-November https://www.cnbc.com/2021/10/13/federal-reserve-releases-minutes-from-its-september-policy-meeting.html Singapore central bank tightens policy in surprise move | Reuters https://www.reuters.com/article/singapore-cenbank/singapore-central-bank-tightens-policy-in-surprise-move-idUSP8N2N4014 Federal Reserve Taper Could Start in Mid-Nov. or Dec.: FOMC Minutes - Bloomberg https://www.bloomberg.com/news/articles/2021-10-13/fed-officials-saw-taper-starting-in-mid-november-or-mid-december

President Biden addressed the ongoing supply chain problems that are jacking up prices for consumers and slowing economic recovery, and said that the Port of Los Angeles will begin operating 24/7. Shippers including FedEx and UPS also said that they would commit to shipping more packages during off-peak hours.  It's a big week for booster shots. Today, the FDA authorization committee will discuss a potential third dose of Moderna's vaccine, and on Friday, it will look at a possible booster J&J's. The FDA will also turn its attention to the safety of mixing and matching different vaccines, which could make the whole booster process a lot easier if it's approved.  And in headlines: Social Security recipients will get a boost to their checks by 5.9 percent in 2022, the U.S. will open its borders to Canadian and Mexican travelers next month, and trans workers at Netflix will stage a walkout to protest statements made by the company's CEO. For a transcript of this episode, please visit crooked.com/whataday Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cancel culture is endemic on college campuses. Every day come stories of professors, speakers, and students who run afoul of the radical left and suffer the consequences. With the frequency of these incidents, it can be difficult to keep track.The College Fix, the news site dedicated to providing a conservative perspective on news from campuses across the nation, now offers what it calls the Campus Cancel Culture Database to document many examples."If you want to know the truth, if you want to know how America really used to be ... come to the database and we'll list everything that used to be there," says Jennifer Kabbany, editor-in-chief of The College Fix.Kabbany joins "The Daily Signal Podcast" to talk about the database as well as offer solutions for those getting canceled at their universities. We also cover these stories:The number of Americans quitting their jobs has reached record levels, the Labor Department says.To address bottlenecks in the global supply chain, the Biden administration announces that Walmart, FedEx, and UPS will operate 24 hours a day, seven days a week.The drugstore chain Walgreens announces the closing of five more stores in San Francisco because of organized shoplifting. See acast.com/privacy for privacy and opt-out information.

Have you been seeing more empty shelves at the grocery store than usual? It could be due to global supply chain bottlenecks choking U.S. ports, highways, and railways. President Biden made an announcement stating that today the Port of L.A. along with Walmart, FedEx, and UPS, will begin operating 24 hours a day to help with the supply chain crisis. Do you have hope that things will improve before the holiday shopping season?

Have you been seeing more empty shelves at the grocery store than usual? It could be due to global supply chain bottlenecks choking U.S. ports, highways, and railways. President Biden made an announcement stating that today the Port of L.A. along with Walmart, FedEx, and UPS, will begin operating 24 hours a day to help with the supply chain crisis. Do you have hope that things will improve before the holiday shopping season?

Michael Preysman is the founder and CEO of Everlane, a direct-to-consumer design brand based in San Francisco, California. Preysman shares tips and insights about what makes his company is extremely successful.   5x #1 Bestselling Author and Motivational Speaker Erik Qualman has performed in over 55 countries and reached over 50 million people this past decade. He was voted the 2nd Most Likeable Author in the World behind Harry Potter's J.K. Rowling. Have Erik speak at your conference: eq@equalman.com Learn more at: https://equalman.com Motivational Speaker | Erik Qualman has performed in 55 countries and reached over 50 million people. Qualman inspires his audiences on Digital Leadership-ensuring they are harnessing the power of Innovation, Future Trends, Focus, and Digital Transformation. He has inspired audiences at FedEx, Chase, ADP, Huawei, Starbucks, Godiva, FBI, Google and many more.

Housing Market is Back and so is House Academy (HA 1278) Transcript: Steven Jack Butala: Steve and Jill here. Jill DeWit: Hello. Steven Jack Butala: Welcome to the Land Academy Show. Entertaining land investment talk. Well, it's really the House Academy Show today. Jill DeWit: Yeah. Steven Jack Butala: I'm Steven Jack Butala. Jill DeWit: Hi, I'm Jill DeWit broadcasting from the Valley of the Sun. Steven Jack Butala: Today, Jill and I talk about how the housing market is back or is coming back. And then, so is House Academy. In the background for years and years and years before I met Jill, she was buying and selling houses and so was I. We met and we really focused on land because that's always been my primary focus and I think I kind of introduced it to her, but she always knew about buying, selling houses and we never stopped until COVID. We stopped because I thought initially it was going to crash like it did in 2010, the exact opposite happened to every economists and the planets dismay or amazement. Including us. Some of these markets got so hot, we just decided, you know what? We're not going to- Jill DeWit: Plan up. Steven Jack Butala: We're no... I don't want to swim with sharks. I want to swim with goldfish and have not a lot of competition. So we've been watching patiently. If you're in the group, you know we talk about this on that Thursday call all the time, in the Land Academy group. And it's statistics now, and I'll talk about this in a minute, are showing serious signs of, yep, let's get back in here and do it. Jill DeWit: Agreed, I'm excited. Steven Jack Butala: Before we get into it. Let's take a question meets you posted on the one by one of our members on the landinvestors.com online community it's free. And don't forget to subscribe on the Land Academy YouTube channel and comment on the shows you like. Jill DeWit: I think we're going to have a house channel on the Land Academy Channel. I don't know, look around. We're going to come up with some more good house stuff for you. I'm just tying back to how- Steven Jack Butala: On the Land Academy YouTube Channel. Jill DeWit: Yeah. Steven Jack Butala: We will have a House Academy playlist very, very soon. If not, by the time that you listened to this. In the past, forget about the past. We had its own separate House Academy Channel. So we're moving all that content over. Jill DeWit: It's going to be cool. Steven Jack Butala: So it's going to roll it all up into one kind of thing. Jill DeWit: Totally. Jill DeWit: Charlie wrote, "What tricks do you have to help buyers get a survey completed in a timely manner? I'm going on three weeks since we opened escrow. Title could have closed last week and we're still waiting on the survey with no estimated date of completion. At this point, I'm willing to do anything before my buyer decides to walk." I hate the situation. It's happening. You're not alone. Charlie. It's frustrating. There's a lot of things that are behind, your Amazon deliveries behind not kidding. I mean, I've like not so much Amazon, but they've moved things around a little bit, but I'll tell you FedEx and UPS and other services are behind. My bigger point is, I think people are having a hard time finding workers and there's a transportation issue and just people to show up. So, that could be going on. Maybe this poor guy went out and did his stuff and it's waiting on the office staff to finally put the paperwork together to get you his survey. Steven Jack Butala: Why are we doing a survey? Jill DeWit: That too. Well, there are very, very infrequent. Let me go back to this. You're right, overall, don't do a survey. Steven Jack Butala: Like 99.999% of the deals you will do in your career will not require survey. Jill DeWit: Correct. Jill DeWit: 1% of the time you have something like a, what did I need it for? Steven Jack Butala: I think it's way less than it was- Jill DeWit: It was like a forest station plan.

CFOTL: Tell us about IonQ … what type of company is this? Kramer: This is one that I love to get at cocktail parties because we actually shoot lasers at individual atoms and use these as building blocks to create the computer of the future. And I'm not kidding about the lasers or the atoms—this is what we do. We literally manipulate the smallest entities in the universe to create the largest-capacity supercomputers in the world. Why is this important, because who cares about computers? You can go to Best Buy and buy another one every day. But the problem with computing is that “more slow” hasn't been working for a while now. There are just physical limits to how many transistors you can put into a chip, and transistors are the basic building blocks of traditional computers. Transistors or bits are pretty limited in their function, though. They'll assume the value of only zero or one, and to paraphrase Katy Perry, they're off or they're on. Famously, quantum bits can be both zero and one at the same time—and also any value in between. This means that they can hold much richer information and therefore be used to compute much, much more complicated problem sets. I'll give you an example. Most UPS drivers can make about 120 deliveries per day. The potential combination of stops is expressed as a mathematical function by multiplying 120 by 119 by 118, and so on. The result far exceeds the age of Earth in nanoseconds. The practical implication of this is that if UPS or FedEx tried to calculate the optimal world for each of their more than 100,000 drivers every morning, all packages would've been delivered weeks ago, before the fastest supercomputer could ever give you the answer. This is where quantum computers come in. They can handle a much larger data set simultaneously than your traditional computer can. When you go public, it's a moment of profound commitment because now you're really stuck, now you have to make it work. And that's what I want to see happen here. We can go public. We will be trading. But what's important is that we can bring out the best computers in the market for decades to come. And we as a finance function can help to make this happen.

Loudoun County Schools covered up the rape of a freshman by a “gender-fluid” male in the bathroom. FedEx and UPS issue their shipping deadlines for Christmas deliveries. Indian health experts say facemasks should be worn outside if it's windy. Ben and Jerry can't name which US policies toward Israel they don't support. Dana wants dads to unite to help finish the border wall. Jen Psaki refers to Biden's executive order on vaccine mandates as federal law.Please visit our great sponsors:Patriot Mobilehttps://PatriotMobile.com/DanaStand with Patriot Mobile. Free activations with promo code DANA. Patriotmobile.com/dana or call 972-PATRIOT. Kel-Techttps://KelTecWeapons.comKelTec: Creating Innovative, Quality Firearms to help secure your world. Delta Rescuehttps://deltarescue.orgGet your complete Estate Planning kit at deltarescue.org/dana today and let your passion for animals live well into the future. Black Rifle Coffee Companyhttps://blackriflecoffee.com/danatvUse code DANATV to save 20% off your first coffee club, coffee and select gear purchase. Superbeetshttps://DanasBeets.comStart your day a new way and receive a 30-day supply of SuperBeets Heart Chews with your first purchase.Bonner Winehttps://conservativewines.comDana listeners now receive 50% wine and 50% shipping only at www.Conservativewines.com.Legacy Precious Metalshttps://legacypminvestments.comPick up your free guide to precious metal investments today.Tommy Johnhttps://tommyjohns.com/DanaGet your extra comfy Loungewear today and receive 205 off your first order.

Loudoun County Schools covered up the rape of a freshman by a “gender-fluid” male in the bathroom. FedEx and UPS issue their shipping deadlines for Christmas deliveries. Indian health experts say facemasks should be worn outside if it's windy. Ben and Jerry can't name which US policies toward Israel they don't support. Dana wants dads to unite to help finish the border wall. Jen Psaki refers to Biden's executive order on vaccine mandates as federal law.Please visit our great sponsors:Patriot Mobilehttps://PatriotMobile.com/DanaStand with Patriot Mobile. Free activations with promo code DANA. Patriotmobile.com/dana or call 972-PATRIOT. Kel-Techttps://KelTecWeapons.comKelTec: Creating Innovative, Quality Firearms to help secure your world. Delta Rescuehttps://deltarescue.orgGet your complete Estate Planning kit at deltarescue.org/dana today and let your passion for animals live well into the future. Black Rifle Coffee Companyhttps://blackriflecoffee.com/danatvUse code DANATV to save 20% off your first coffee club, coffee and select gear purchase. Superbeetshttps://DanasBeets.comStart your day a new way and receive a 30-day supply of SuperBeets Heart Chews with your first purchase.Bonner Winehttps://conservativewines.comDana listeners now receive 50% wine and 50% shipping only at www.Conservativewines.com.Legacy Precious Metalshttps://legacypminvestments.comPick up your free guide to precious metal investments today.Tommy Johnhttps://tommyjohns.com/DanaGet your extra comfy Loungewear today and receive 205 off your first order.

A lot of people may be addicted to online shopping and may not notice or want to admit it. A lot of people are shopping a lot more and spending more money on items than ever before. A lot of people have become are also finding themselves in debt more than ever since the online shopping phase kicked in as well. If you are someone who finds themselves constantly having to buy things online and keeps finding themselves struggling financially, it may be time to get a hold of their shopaholic ways.

Applico CTO Tri Tran joins Alex for an opening segment looking at Procore's $500 million acquisition of LevelSet, a company specializing in lien rights management for the construction industry. Next, Alex discusses multiple articles on the current supply chain disruption in the United States. He looks at how the labor shortage has exacerbated the issues when importing goods into the U.S. as well as the letter issued by the International Chamber of Shipping bringing attention to the difficulties faced by transport workers. Also covered in this episode, continued inflation worries in the U.S., Amazon shipping more packages than FedEx, Macy's and Amazon fighting over a billboard, and Walmart expanding its ad business. The show closes out with a look at the B2B marketplace opportunities and Zoom's deal to acquire Five9 being terminated. 00:00 - Subscribe and Fight Big Tech 00:21 - Procore's Big Acquisition 08:11 - Labor and The Global Supply Chain 18:13 - Should You Be Worried About Inflation? 25:40 - Macy's Filed a Lawsuit Over This?! 26:55 - Amazon's New Dominant Category 28:50 - Where Amazon Can Be Beaten 34:15 - Why Walmart Poached an Instacart C-Suite Exec 36:48 - Zoom's Deal Fall Out Originally Aired: 10/05/21 #Inflation #SupplyChain #Amazon

Winter is coming to the United States in more ways than one. We are not just talking about the drop in temperature, we mean the hard times. What are some of the factors that will bring about the hard times in America? During our Duracoat Finished Firearm of the Week, Professor Paul has a correction that he must make from last week. Also, we have a custom coated AK-74 to show you. What is the main difference between an AK-47 and AK-74? Are you ready for an internet blackout? According to a New York Post story, a solar “superstorm” could bring about an “internet apocalypse”, but when? Quit teasing. Thanks for being a part of SOTG! We hope you find value in the message we share. If you've got any questions, here are some options to contact us: • Send an Email • Send a Text • Call Us Enjoy the show! And remember…You're a Beginner Once, a Student For Life! TOPICS COVERED THIS EPISODE • [0:02:37] Solar ‘superstorm' could prompt ‘internet apocalypse,' global outages nypost.com/2021     - ARK Bag: www.crossbreedholsters.com/ark-resister-bag• [0:08:56] DuraCoat Finished Firearms - DuraCoat University     - TOPIC: AK-74 in Rhodesian Camo Pattern• Huge thanks to our Partners:SDS Imports | Brownells | CrossBreed | Duracoat | Hi-Point Firearms • [0:23:20] Dozens of ships are forced to anchor off coast of New York as they wait to dock in the country's second-largest port www.dailymail.co.uk• [0:42:30] Jen Psaki Says That It's "Unfair And Absurd" For Companies To Raise Prices When Their Taxes Go Up notthebee.com FEATURING: NY Post, DailyMail.co.uk, NotTheBee.com, Madison Rising, Jarrad Markel, Paul Markel, SOTG University PARTNERS: SDS Imports, Brownells Inc, CrossBreed Holsters, DuraCoat Firearm Finishes, Hi-Point Firearms FIND US ON: Full30, Parler, MeWe.com, iTunes, Stitcher, AppleTV, Roku, Amazon, GooglePlay, YouTube, Instagram, Facebook, Twitter, tumblr SOURCES From www.dailymail.co.uk: More than two dozen container ships appear to be stuck at sea miles off the south shore of Long Island, according to a maritime traffic monitoring website as more than 60 vessels wait to dock at two of the country's largest ports on the West Coast. The logjam at the nation's three busiest ports comes as the economy reels from a supply chain crunch which as been exacerbated by a shortage of truck drivers. The situation has deteriorated to the point where supermarkets have been unable to stock their shelves with products while FedEx has had to reroute hundreds of thousands of packages. MarineTraffic, the global ship tracking site, shows cargo ships and oil tankers clustered just a few miles off of the coastline that stretches from Long Beach in the west to Lido Beach and Jones Beach Island in the east. (Click Here for Full Article)   From notthebee.com/article: Jen Psaki makes it a regular habit to say utterly ridiculous things in defense of the White House's laughably bad policies and proposals. This time, Psaki has said what might be the most ridiculous and clownish thing to come out of this White House yet. Jen Psaki is asked about a study on a new tax bill, and her response, that she completely volunteers on her own, is beyond laughable. (Click Here for Full Article)

Join The Ladies Medallion as they attempt to discuss weird media. You'll find some sage parenting advice, some interesting panty advice, and finally hear a never before aired duet of Diane and Anna. They grapple with the difficult decision of which is superior, waffles or pancakes and somehow manage to remain friends and only become slightly maimed WHERE'S MY SANDWORM, FedEx?! Be a cool kid and email us at: whatihadheardwas@gmail.com Also, have you seen our Merch Store?! Our Website: WIHHW.com Contact us at: WhatIHadHeardWas@gmail.com TikTok: @what.i.had.heard.was Instagram: @WhatIHadHeard Facebook: What I Had Heard Was Jennifer's Instagram: @seeds_medallion Sponsor: Titay Fromage ReSet Ad : https://resetyourset.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Kevin solo today picking Washington to beat New Orleans on Sunday at Fed Ex. His preview, his keys, and a lot more on the game. He also weighed in on a few things Jack Del Rio and Scott Turner said yesterday. 10 Smell Test picks plus a thought or two on Maryland-Ohio State, Navy-SMU, and Virginia Tech-Notre Dame as well.  Learn more about your ad choices. Visit megaphone.fm/adchoices

We need to know where the farthest place that we are told is in the area. FedEx can take forever to get to. Dulles can take forever to get to. Reese wants to know what people are saying thinking and feeling on a Football Friday.  See omnystudio.com/listener for privacy information.

The Ware2Go Story with Steve Denton Steve Denton and Joe Lynch discuss the Ware2Go story. Steve is the CEO of Ware2Go, a UPS company, hanging the traditional 3PL model to make one- to two-day delivery easy and affordable for all merchants by positioning products closer to end customers for a fast, inexpensive and reliable order-to-delivery experience. He is also a digital technology and AI executive. About Steve Denton Steve Denton is the CEO of Ware2Go, a UPS company,  he is a digital technology and AI executive, Steve has spent 20 years reimagining digital sales channels to level the playing field for companies to compete and win. A serial entrepreneur with deep expertise in digital technology, ecommerce and AI and a proven track record of building high-performance organizations, Denton has now turned his focus to creating smarter fulfillment networks and democratizing 1 to 2-day delivery as the CEO of Ware2Go. Prior to joining Ware2Go, Denton was President and CRO of Collectivei, a company that uses B2B data to make sales organizations more informed, efficient and profitable. He served as CEO of GSI Media, which sold to eBay in 2011, then as GM and VP of eBay Enterprise Marketing Solutions, where he oversaw billions in ecommerce revenue and ran nine advertising and martech companies. He also served as President and CEO of Rakuten LinkShare after serving in multiple executive positions at LinkShare prior to its acquisition by Rakuten. Prior to his career in technology, Steve held leadership roles at FedEx and Pepsi. He is passionate about leveraging technology to solve complex problems and enable merchants of all sizes to compete in the new era of Business to Everyone (B2E). About Ware2Go Ware2Go, a UPS Company, is changing the traditional 3PL model to make one- to two-day delivery easy and affordable for all merchants by positioning products closer to end customers for a fast, inexpensive and reliable order-to-delivery experience. Ware2Go offers an integrated solution for warehousing, pick, pack and shipping services to businesses of all sizes through an intuitive cloud-based technology platform that makes it easy to extend your distribution footprint and scale up and down as your operational needs change. Ware2Go's carbon offset shipping network enables merchants to meet customer expectations sustainably, and their technology integrates with all major sales channels from Amazon to Shopify to simplify fulfillment for multichannel merchants. Key Takeaways: The Ware2Go Story  Steve Denton is the CEO of Ware2Go, a company that is simplifying the end-to-end supply chain across commerce to enable companies of all sizes to compete and grow. In the podcast interview, Steve and Joe discuss Steve's life, career, and his role as the first CEO of Ware2Go. Ware2Go is an on-demand fulfillment platform owned by UPS (NYSE:UPS) that helps merchants enhance their delivery experience. Ware2Go has more than 50 warehouse facilities strategically placed around the country to give their customers a 1-2 day delivery footprint to 99% of residents in the continental US. Ware2Go provides cloud-based technology as part of the fulfillment solution for every customer. This solution can be accessed by multiple users within your company to maintain visibility to all the operations occurring across your network and sales channels. Ware2Go pricing is customized to each of their customers. Their fulfillment services and technology work together for a comprehensive supply chain solution that can pivot and adapt with strategic business decisions. The value of a partnership with Ware2Go is the potential for business growth. Ware2Go clients generally see a 20% increase in cart conversions and a 10% increase in average deal size by positioning themselves to better serve their customers. Since Ware2Go is a UPS company, customers can utilize not only UPS's small parcel network, but also the scale, expertise, and experience of one of the world's best supply chain companies. Learn More About The Ware2Go Story  Steve Denton LinkedIn Steve's Coyote Summit Keynote    What is 3PL? The Complete Guide 2021   Ware2Go   2021 Guide to Warehousing   2021 Ultimate Multichannel Retailing Guide   Carbon Neutral Shipping with Pachama The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

Kevin Hart is an American stand-up comedian and actor. He began working as a stand-up comedian shortly after graduating from high school, eventually migrating to bigger clubs in New York and Los Angeles. Since then Hart has gone on to big-time Hollywood success, appearing in comedies like Think Like a Man, About Last Night, Get Hard, Central Intelligence and two Jumanji features. Hart's tough experience would provide inspiring motivation and lift him to his current success. 5x #1 Bestselling Author and Motivational Speaker Erik Qualman has performed in over 55 countries and reached over 50 million people this past decade. He was voted the 2nd Most Likable Author in the World behind Harry Potter's J.K. Rowling. Have Erik speak at your conference: eq@equalman.com Motivational Speaker | Erik Qualman has inspired audiences at FedEx, Chase, ADP, Huawei, Starbucks, Godiva, FBI, Google, and many more on Digital Leadership. Learn more at https://equalman.com

While most people are Jet setting across the country, around the world, living that Instagram lifestyle, there is one man who is defying convention by simply keeping common sense infused in his life and businesses.   Dan Ward started his work life like many who have come before him by taking a journey into the college system, graduating and quickly learning that working for FedEx, Darden Restaurants, and other companies in Corporate America would not be enough to keep him free from the “golden handcuffs.” Today, Dan is a serial entrepreneur who has figured out how to replace himself as the technician and become the owner in various industries including gutter replacement, barbershops, real estate, and much more.  In this episode of Step It Up Entrepreneur, Tom and Dan get raw and real as they discuss the American educational system, the pros and cons of a college education, slugging it out in a comfy corporate lifestyle, and pivoting into the fulfilling world of entrepreneurship.  They'll discuss business hacks that have led them to get business in any industry up and running quickly and profitably.  This episode is so good, there are two parts to it.     What You'll Learn:   Why Dan prefers minivans to private jets  Two things Dan learned while working in corporate America The longstanding discussion of the value of a college education in today's technology-infused world  How applying a common sense approach to life and business saved him thousands of dollars  Being resourceful will keep you from having to learn hard lessons if you simply mimic what's already proven to be successful How to spot a good location for a brick and mortar One hack that will allow you to open any franchise type model without paying exorbitant fees And much more!  FAVORITE QUOTE: “So when I graduated college, I went to FedEx and was like, “I got this degree, bro!”  They told me they had an opening in Memphis as a Dock Supervisor and it was a position that required a 4-year degree.  They came back saying it started at $35,000. And I was like, but I have this piece of paper. Where's the money?”    Dan Ward     Connect with Dan Ward: Facebook Instagram    New Podcast Coming Soon: The Dirt Road CEO Podcast    How To Get Involved:   From his start in the GPS tracking industry to founding the Step It Up Academy, Tomas Keenan is on a mission to break out of the concept of “average” and reach the success that is anything but. And he wants you to join him.   Check Tomas out on Facebook, LinkedIn, Instagram, and don't forget to visit tomaskeenan.com and sign up to make sure you never miss an episode drop.   Enjoyed the episode? Hop over to Apple Podcasts for more! Like and share to help spread the word. We appreciate your support—and we hope to return the favor: Leave a review to let us know what you want to hear from Tomas next. 

It's been a crazy several months here at Curzio Research. (If you haven't heard, our will soon be trading here in the U.S. on the tZERO platform.)   My wife and I decided to get away for the weekend... And inflation is everywhere… from the cost of food and drink… to hotels and parking (which we found out at a Guns N' Roses concert). [00:30]   If that wasn't bad enough, the casino's jackpot sizes were tiny.    The casino we visited is on Native American land. I share some wild stats on how Native American casinos are regulated... and what makes them different from other casinos. [12:05]   Next, I explain why FedEx is warning about the rising costs of raw material and labor… and why we need to be prepared for a lot more companies to do the same. [18:00]   A listener gives me a pat on the back for my COVID coverage and shares his experience with the virus. I share some data on why some folks are willing to get the vaccine... while others are still reluctant. Plus, I reiterate why it should be a personal choice to make. [27:10]   Carbon Streaming Corporation just announced a reverse stock split. I'm an investor in this company, and a listener wants to know if I'm concerned. In short, no. I explain why management is taking this action... and why it's great for investors. [30:17] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/     Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

Michael Damian (Billboard #1 Singer/Actor/Broadway Star/Director) is our special guest co-host. A classic alternative band announces a new tour next summer in a very creative way. Alan Jackson reveals a difficult diagnosis. William Shatner is going to space and newscasters can't find a better way to tell you about it. Our guest host gives us the inside scoop on Lindsay Lohan's return to Hollywood. 00:58 - Today in Pop Culture - “You'll Bet Your Life” ft. Groucho Marx premieres, 195001:55 - Michael Damian remembering “The Young and the Restless” days04:09 - FedEx driver fired over repulsive TikTok post in uniform05:42 - Red Hot Chili Peppers announce June 2022 Tour with parody newscast07:45 - Alan Jackson reveals nerve condition diagnosis09:56 - David Letterman fakes out Kevin Durant at Nets media day11:47 - Captain Kirk is going back to space… at 9012:55 - Mellencamp and Springsteen team up for new single, “Wasted Days”16:05 - Connecticut Senator doesn't understand the concept of a “finsta”17:27 - Harry Styles reads fan's gender reveal on stage18:29 - Mom's Spaghetti opens; Eminem releases “Last One Standing”19:46 - Michael & Janeen Damian are making a new Christmas movie with Lindsay LohanThe Pop Culture Show is presented by Cap Maison Resort and Spa in St. Lucia. Use code "Rock Star" and get a free helicopter transfer from the airport. The Pop Culture Show is also sponsored by Big 5 Spiced Rum...save $5 off your first bottle with the code "POPCULTURE" thru Nov 1, 2021 at Big5Rum.com.The Pop Culture Show is rated “E” for everyone. Please, review and subscribe to The Pop Culture Show available on your favorite podcast network. Get Exclusive Pop Culture Show video interviews, video content and bonus video exclusively from our Instagram. Sign up for our Pop Cult and be the first to get show announcements, free stuff and insider information only available to cult members. Watch The Pop Culture Show TV channel for the most fun, interesting and intriguing guests and moments from the show available 24/7.Executive Producer: Steve BarnesHosts: Steve Barnes, Leslie Fram, Paul Cubby BryantIntern Producer: Lauren NobleFAIR USE COPYRIGHT NOTICE The Copyright Laws of the United States recognize a “fair use” of copyrighted content. Section 107 of the U.S. Copyright Act states:“NOTWITHSTANDING THE PROVISIONS OF SECTIONS 106 AND 106A, THE FAIR USE OF A COPYRIGHTED WORK, INCLUDING SUCH USE BY REPRODUCTION IN COPIES OR PHONORECORDS OR BY ANY OTHER MEANS SPECIFIED BY THAT SECTION, FOR PURPOSES SUCH AS CRITICISM, COMMENT, NEWS REPORTING, TEACHING (INCLUDING MULTIPLE COPIES FOR CLASSROOM USE), SCHOLARSHIP, OR RESEARCH, IS NOT AN INFRINGEMENT OF COPYRIGHT.” THIS VIDEO/AUDIO IN GENERAL MAY CONTAIN CERTAIN COPYRIGHTED WORKS THAT WERE NOT SPECIFICALLY AUTHORIZED TO BE USED BY THE COPYRIGHT HOLDER(S), BUT WHICH WE BELIEVE IN GOOD FAITH ARE PROTECTED BY FEDERAL LAW AND THE FAIR USE DOCTRINE FOR ONE OR MORE OF THE REASONS NOTED ABOVE. IF YOU HAVE ANY SPECIFIC CONCERNS ABOUT THIS VIDEO OR OUR POSITION ON THE FAIR USE DEFENSE, PLEASE CONTACT US AT INFO@THEPOPCULTURESHOW.COM SO WE CAN DISCUSS AMICABLY. THANK YOU.

EP277- Holiday 2021 Preview Holiday 2021 will be one of the most uncertain holiday events in modern retail history. Major disruptions to the supply chain, the last mille, and to consumer behavior as a result of covid, will make this year extremely hard to predict and manage for brands and retailers. Will shipageddon 2.0 play out again this year? Will the supply chain become the supply pain? With Amazon and Target starting holiday deals early in October, and consumer still looking for scarce inventory late into January or even February, Holiday 2021 is likely to be 5 months long. In this episode we break down all the potential issues, and make some prediction about how it might all play out. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. Episode 277 of the Jason & Scot show was recorded on Sunday October 3rd, 2021. Transcript Jason: [0:24] Welcome to the Jason and Scot show this is episode 277 being recorded on Sunday October third 2021 I'm your host Jason retailgeek Goldberg and as usual I'm here with your co-host Scot Wingo. Scot: [0:40] Hey Jason and welcome back Jason and Scot show listeners, Jason this is a really good time for listeners to pause because we're going to do a deep dive here so that means it can be a little bit of a longer episode. And leave us that five-star review this episode is going to be so good you can go ahead and pre leave us the five star review so we'll wait for second for you to come back. All right thanks for doing that that really helps us out as we get the word out about the show, Jason last year at and I went back and had a one of our many interns look at this and it was exactly this time last year I think was actually October 2nd recording this in October 3rd so it's a pretty darn close. We coined and we were doing our annual holiday preview and we both coined and predicted ship again and that is where we saw pretty early on I think before a lot of the rest of the folks in the industry that there was going to be both a surge in digital adoption due to covid plus the normal holiday increase from e-commerce and that that was going to more than absorb all of the available last-mile demand and that's the why we coined ship again and it happened and it was bad but we all survived and made it through and hopefully the folks listening to this show got in front of that both on their business and personal side. [1:58] Well this year we want to use this episode and do a deep dive into what that's going to look like this year and it's a more complex situation last year was pretty easy to lie to read those tea leaves because you know we were already pretty close to capacity before covid and it was kind of pretty easy prediction to say that we're going to far exceed the ability to deliver the packages. This year we have a lot to unpack for you spoiler alert it's going to be worse than last year much worse because not only is it that last little piece of the whole digital retail chain of events The Last Mile that's going to be a problem but it's all the other pieces leading into it that are going to be a problem something we call the supply chain but this year we are going to call it the supply pain so we're going to peel the onion on this and first we're going to look at the economic setup heading into holiday 21 then we're going to look at the global state of supply chain then we're going to look at some of the holiday trims that are kind of factors we think that are going to tie into this last some of the pontificate errs are out with their forecasts and we're going to go through those and kind of see what we think about those. Jason want it could suck kick it off with the economic setup coming into holiday 21. Jason: [3:15] Yeah awesome Scott so first of all let me start by saying on the macroeconomic picture most of the professional analysts that look at this. Are pretty uniform in feeling like the consumer is generally in a good place that the economy is in a pretty good place and they are all very bullish on the consumers ability to spend this holiday. And I say that because my own personal feeling is that there's a little more uncertainty cooked in there there certainly are some encouraging favorable things. And there's a few worrisome things and I think. What's going to become the theme for all of these sections we talked about today is there's a significant amount of uncertainty there's a lot of things that could swing either way and have a dramatic impact on holiday so. It is what it is but. Sort of giving you how I look at the macroeconomic situation the first thing we'll talk about is inflation and there's a bunch of ways to look at inflation but a simple one is there's this thing called the Consumer Price Index which kind of. Factors in how much of each good consumers purchase and how much prices are raising for that, and the the CPI is it about 5.25% right now so that's pretty significant we more expensive Goods that consumers are having to pay. And ordinarily that inflation can be problematic for the economy a couple of things to know though. [4:43] If you kind of look at the shape of that CPI it actually is going down a little bit from a peak in July and so possible we've seen the. Peak of inflation and it's starting to come back down. Inflation is a mixed bag for retailers and holiday because they get more money for everything they sell they tend to sell less stuff but make more on each in certain circumstances it can be more profitable. Um but you know the goods are costing more we've got this 5.25 percent inflation. We also though have a pretty significant increase in wages so people are getting paid more for their work, particularly low-income people, are getting paid more for work retailers and warehouses and all kinds of companies are having to raise their wages to compete for the for this labor force that's been hard to find right now and so, wages are going up and in general the analysts would call those two things Awash that that consumers. Are getting bigger paychecks and they're having to spend more on their necessities and that at the moment that's about Break Even so two interesting things to know. [5:52] A kind of predictor of future spending is this this huge survey that University of Michigan does every month the consumer confidence index. And when when we were kind of in the peak of recovery from the first wave of covid-19, that index was a leading indicator that said consumers were starting to feel good about the economy and it hit like it's this index it over a hundred today it's sitting at 71, which is the lowest point since January of 2019 it's not, like a historic low or anything like that that you know you go like oh it's way below normal, but it does appear that consumers are in general feeling less good about the economy than they were, um you know just a month or two ago now there's a bunch of political news out right now and there was fear of government shutdown that we've already averted and those kinds of things have a big impact on the consumer index oh. [6:49] Um I that consumer index doesn't have a perfect correlation with spending so I don't spend too much time thinking about it but just to know, that's a number that had been favorable and is kind of shrinking down. A big one we talk about is unemployment because people don't have jobs it's hard for them to spend on Goods obviously at the beginning of the pandemic we had a huge spike in unemployment, unemployment is actually pretty good right now we're at five point two percent. The kind of pre-pandemic average was about four so we're not all the way back to pre-pandemic average but that pre-pandemic. [7:22] Point was a historic low so historically 5.2 percent is pretty decent for unemployment. Um so like most most analysts would say that's a favorable indicator the two things to know there is, that's based on the people that are seeking jobs and not getting it there actually is a ton of people that kind of took themselves out of the workforce we. Fully understand where all those people went but a big chunk of those people were second incomes for household so like a lot of women. That like maybe don't have as good a help childcare as they had before or more school challenges or things and so they haven't gone back to the workforce and many of them are seeking work so they don't show up in the unemployment number so. Just be aware like household incomes are somewhat stressed because of that factor and then as we've talked about before on this show like as of July. People that make over $60,000 a year the unemployment is actually ten percent better than it was before the pandemic so they're doing great. And the low-income people that are making less than $30,000 a year their unemployment is still 21 percent lower than it was. The beginning of the pandemic so so a little bit of a bifurcated recovery on the jobs thing. [8:38] One of the reasons that we historically have that we had high unemployment was because there's all these rich benefits this enhanced unemployment benefits that people got that all expired last week. So if people were staying at home because they could make more and unemployment that that justification probably ended. The bad news is that ended in 26 States over two months ago and in general the data shows that people did not rush back to work when it ended. So there's not necessarily a reason to think a ton more people are going to rush back to work now that that it's ended everywhere but we'll have to see. Um the other macroeconomic things all these natural disasters are negative to the economy so you know when hurricane Ida takes a hundred billion dollars out of the economy that's a bummer. Um [9:25] Another hugely favorable one in the one that most of us are hanging our hats on that are looking for a good holiday is the savings rate and this is the most unprecedented recession of all times. Unemployment you know went way up at the peak of the pandemic but so did savings which has never happened before, and part of that was because we had all this stimulus money we were pouring into the economy but the savings rate normally hovers around 8% it shot up to 32 percent during the peak of the pandemic, it's way off of that Peak it's a nine point six which is still a little higher than it was before the pandemic and that. All that extra money that a lot of household socked away because they got the stimulus and they spent less during the the peak of the pandemic. [10:18] Arguably puts consumers in a good place to spend for this holiday the counter-argument would be all that stimulus. Is mostly over there still are you know very lumpy employment situation and a lot of that savings has dwindled, um so we'll see how it goes, um but then the last fact I'm going to throw up before I go at Scott get a word in edgewise is that the stock market has done phenomenally right and, we're way up from the pre-pandemic level and so the investor class and people that have you know as a meaningful portion of their wealth. Tied to the market. Did terrific right and so if there is economic uncertainty and instability in this economy it's bifurcated and it's the lower-income people that like do not have equity in the stock market. Um there were her but roll all that up and the the professional analysts feel like. Macroeconomic situation all to all in is pretty good and of course when rich people do well that help certain sectors of the economy quite a bit right and at the moment luxury and jewelry are doing phenomenally well for example so. That's kind of my snapshot of the macroeconomy Scott anything you'd violently disagree with or anything you pay particular attention to. Scot: [11:45] I think I think that's right I think you know there's a lot of folks that feel the inflation the CPI isn't the right inflation number it's kind of this old metric. This basket of goods and doesn't capture a lot of things you know there's, I follow a lot of the crypto people and, so there's been a huge wealth creation through crypto and that whole world which is kind of interesting and then you know there's there's a feeling that the FED has pumped so much cash into the system that is just sloshing around and kind of crazy ways which is why you saw that savings rate kind of go up as high as it did and you know they're they're talk track goes that that's why we're not seeing as much employment where folks have taken so those free free dollars and and you know. Done something with it so that they don't need a job now or they're going to be less likely to enter the workforce but I think at all. Yeah I would say I agree with the analysts on that it's going to be a pretty good holiday. [12:51] But I think the problem we'll get into that as I just don't think there's going to be a thing to buy so I don't not sure if it matters. Jason: [12:56] So step one American families probably have some money to spend okay so now as we've already alluded to the next challenges what is the supply chain look like and what could they spend it on and Scott what's your kind of read there. Scot: [13:13] Yes Supply chains from those things we always talk about but then you know in in your mind you have this kind of linkage these things linked together I remember as a kid when you would cut out the little construction paper strips and make the little chain to go around. The holiday tree there II reminds me of that and we kind of vaguely talk about it as this big, big thing and we want to really unpack it on this episode so as a summary you know there's when you make a product let's say it's one time in a million familiar with right now is a vehicle that which is one of the more complex products or even a. You're relatively simple product like an electronic toy or an apparel item or almost anything it's going to have first of all it. It's going to have component parts right so there's going to be some form of pieces that go into that I kind of mentally think of them as the Lego blocks that make up that item so if it's a cool trendy trench coat there's going to be obviously fabric buttons may be a variety of fabrics and things like that so there's generally it's hard to make any product without there being at least 10 inputs and then many times, thousands if not tens or hundreds of thousands as you get into like iPhones and vehicles and stuff like that. [14:33] So that's important to remember is each one of those component parts has a supply chain right and you can't make a widget until its component pieces are all there so what happens is we're seeing this really interesting and it's hard to know the root cause or theirs some of the economic stuff you talked about is part of it we're we're just having labor shortages that cause things but then you know we'll talk about some of this there's we import a lot of our goods from China and they're having all kinds of issues of their own there's covid related things non-covered related things but generally let's think about the supply chain and kind of the broad sense of you have typically the bulk of goods are made offshore some of them are are made on Shore but let's kind of assume in this example A lot of these products are coming from offshore or at least income the many of the components maybe there's some assembly in the US but at least the the components for a any widget are made offshore so that's number one so that has to be made in a factory somewhere and then shipped here so there's the port of origin so it leaves a port in a foreign land and then needs to come on its way to the United States for a consumer to buy it. That Journey can go a variety of different ways will to it can go by boat or air, the standard way that products are moved is through containers so you by everyone seemed these containers there's all these cool. [15:57] We just opened up here a restaurant container Village kind of a thing so you have those containers their specialized boats that carry these and and or you can put them on airplanes. So then they get on a boat let's say the bulk of products do go by boat there is some by are then they have to go over the sea and then they get to a destination port so there's you know there's two ports involved with every product that comes across in a container then it has to be unloaded from that boat you've probably seen these giant cranes somewhere. [16:29] Fun Star Wars fact those are the that's where George Lucas got the idea for at-ats he saw some of the cranes and one of the ports on the west coast and thought of what if you had a giant walking robots that look like that so those have to be unloaded and then typically you're going to put them on either so then when they get to the United States in one of the ports they're going to be offloaded onto either a truck and then part of the truck that's really critical in this is called a chassis so if you've ever seen you've probably driven by a million of these container trucks but if you take the container off that's the chassis part as you've got the front part of the truck, then you've got the chassis which holds the container and then the container sits squarely on there it's pretty clever if you think about how it's all been designed or that same container can be put over on rail so there are specialized railroad cars for carrying containers and then and then the product goes on its way then it makes it to a warehouse and then it goes to from that fulfillment center it gets distributed many times do a couple maybe from a big kind of inbound fulfillment center to some regionals to some locals and maybe even one step closer to kind of hyper local and then it gets into the last mile delivery part of the world so it gets onto the virtual shelves and then is sold and goes into that last month so [17:52] There's there's a lot that has to happen right in there and we're going to go through some of the things that are not working right now and you know like any any chain any. There's at least common denominator problem so all that can work great and if you don't have Last Mile Vehicles then you've got a problem or, the factories aren't making things fast enough then the whole chain is compressed and you've got this other set of problems and you know where we are now is almost every single part of that chain I just walked through is is kind of you know sport or in a bad situation right now and we'll take you through some examples. Jason let's start with factories what's going on there. Jason: [18:34] Yeah well a couple challenges with factories so obviously the we have the most factories in China and the good news with China is. Covid is mostly under control they definitely have had a. A spike from from Delta they almost had had down a zero before Delta. [18:55] Because of their their concerns about the the virus they have China has what's called the zero covid policy and what that means is. If they have a single case of covid they will they will shut down an entire business or. Even a sector of business so while there's not huge outbreaks of covid and factories right now. There have been a bunch of examples where only a few cases of covid showed up and that caused a factory to be closed for two weeks so there there have been some disruptions with the Chinese factories. But the bigger problem has been that it, from before and in the very beginning of covid a lot of manufacturing got Diversified and moved out of China right and so the second biggest manufacturer of apparel behind China right now is Vietnam. Vietnam has had a lot of trouble with Delta and about a third of the factories in Vietnam are shut down right now so a lot of the factories that make goods are not making as many Goods either because. [19:56] They don't have very good access to vaccines and they're having covid problems or they have really rigid government policies like China. And then forecasting a future problem that's a huge Debbie Downer, is China is actually experiencing a real energy crisis right now and China always has to kind of, ration electricity and they give quotas at the beginning of every year to these factories and factories often have to shut down because they exceed their quotas. Well this year like they have less. [20:31] Energy capacity in China for a variety of reasons in the cost of coal has gone way up. Um there's there's fixed pricing for for energy in China and said the producers can't charge you more even though the cold cost more and so they have less incentive to make it which means there's less energy and so there's a lot of fear that there's going to be a ton more slowdowns of Chinese factories because of this looming energy crisis so all of those things. Our kind of conspiring to make like the amount of product available from the factories like. Significantly inconsistent and hard to. Scot: [21:12] And then say the call thing and because I have read a couple articles on this and I haven't under Center so they're in an attempt to be green they've lowered the price of coal so cold manufacturers have stopped making goals that. Jason: [21:26] So I think that's what the the green thing has a significant impact here but the the communist country they set the the. It's a. [21:37] The energy industry is a tightly regulated industry and so the prices are fixed so that so the government decides the beginning of the year what the price of electricity is going to be. [21:47] So then these factories are only allowed to charge that price or plus or minus 10% of that price, and coal is four hundred percent more expensive so a lot of factories don't want a lot of power plants don't want to make energy electricity from coal right now because they can't do it profitably, they don't have permission from the government to charge for hundred percent for their electricity but they're having to pay 400 percent for their coal so. There is less production because of that it is also absolutely true that China has some, zero emissions by wants a 2060 things and they have concrete milestones in place every year and so even before cover that constrain how much electricity they were going to be able to make this year with current production means. And it meant that factories had a quota, um and and often that means Factories do periodically shut down when they use up their quota factories are rushing to get more efficient so they're all its, it's like everything it creates all these Downstream effects whatever equipment you use to make your stuff there's probably a more energy efficient version of that equipment that you now want to buy. But it's hard to get your hands on so all the factories are competing for the more energy-efficient versions of all this this materials, but the it's likely that more factories are going to be shut down for longer this year than ever before because of energy shortages. Scot: [23:14] And I saw an interesting graphic I forget I think is there Bloomberg or Wall Street Journal where the government then said well if you're going to shut down energy they created these zones and they put like a lot of that Apple manufacturing plants in The Greener zones that we get more power but then they neglected a lot of the input parts so. But the factories that can make the iPhone 13 or operating but they're sitting there idle because the the red zones that aren't getting a lot of power or only able to run like half a shift are. Jason: [23:44] Per your point like even if the Lego factories allowed to make Lego castles if they're not allowed to make red blocks. It's tough to make a lot of weight so castles so that that is yeah. It's a mess and then to give you an idea how cute it is normally they only shut down the the industrial areas there's so much constrained energy now that they're starting to shut down residential areas so people are. Are like having their power in their residences turned off as well. Scot: [24:14] Interesting and then I've been tracking ports here in the US very closely but what are you seeing at ports of origin in other countries. Jason: [24:24] Well this is one we're very publicly this zero covid policy that China has instituted has come into play. So that that all the biggest ports in the world are in China the third largest port in the world is divided into four terminals one of the four terminals was just shut down for two weeks because of a single. Positive test of covid and so that again to the extent that the factories are making stuff and they need to load up all those containers, um if they have to stop loading for 2 weeks that that creates a real lumpiness in the in the supply chain and that is a particularly hard thing to predict right like if you're just saying like oh man of. Factory you know has a bunch of sick workers it's going to shut down you can kind of watch that and see it coming but what you can't see coming is, you know a very small number of cases having a very material impact on the supply chain like these these ports that are shutting down and so the. The those impacts are sort of outsized on the supply chain at the moment. Scot: [25:34] Yeah and then so so now we've got our products you know, if they can make it through this Gauntlet that we've already laid out they're going to get on a boat and they are going to go get packed into a container and there's a fun if you're a business you're trying to get as much of this product into a container as possible because it's pretty much all you can eat once you once you buy a container there's fractional containers whatnot and because of there's a shortage in containers and then the cost to send these containers has gone way up so right now as we record this the cost there's actually an index you can look at this so if you were will put a link to show notes but if you Google Freight Fredo's fre IG HT o s index there's an index that tracks this and we have hit a record of 20500 86 average dollars to send a container and that's twice what it was in July of this year and that was twice of what it was in January so we effectively you know in July it was about ten thousand dollars and in January as about five thousand dollars now another interesting Factor here is depending on how many units you put in a container you divide that that unit cost right so if you're putting I'll keep the math easy a thousand units in one of these containers which would be something relatively big you're going to you know you just added effectively another. Yeah. [26:57] Let's see I should have smelled your $15 to the product just in kind of Landing cost with this with this increase so whatever your cost is on a per unit it's gone up effectively 4X since January so that's a factor to consider. [27:15] And what I'm what I'm hearing from people on the ground is you'll go bid and you kind of get get in front of this number right now so you're actually out there bidding today 30,000 to get a container and then you think you'll have one and then they'll say oh you know we need to re-evaluate that because they can the shipping company I'm talking to is now saying is 33,000 so there's this like running auction to get. Space on these boats that are coming over because of some of the rest of the supply chain that will talk about so. [27:46] So how about are so that's that's what it looks like by boat what are you seeing on the air side. Jason: [27:51] Yeah and obviously the most cost-effective way to get all this stuff here is via boat so you'd prefer to do that but when the boats aren't available or if you you need stuff considerably faster like a, in Good Times it takes about about 40 days to move a container from China to the west coast of the US so. Some Goods do come via air and little known fact 50% of Air Freight that comes into the u.s. comes on the bottom of, passenger airplanes right so it's not it's not FedEx and UPS planes flying from China to the US cargo planes it's, it's the bottom of these passenger planes and guess what is not happening right now is. International so there's just way less flights and said there's way less capacity for this Air Freight and so both, because there's more demand for Air Freight because of all the problems with the ocean Freight and because there's less Supply that the air option has you know been dramatically diminished from where it would normally be. Scot: [28:56] Yep so then so then you decide okay well I've got to put on a boat you do that you wait your 40 days and then what you find out is your delayed for a very long time because the heart problem is the u.s. ports are all pretty much maxed out so we've kind of done this very big under-investing in our ports so one of our our biggest one is in Los Angeles at Long Beach and then we have Savannah New York New Jersey and then there's a lot of secondary and tertiary ports but those are the big ones and there's another index that Bloomberg, puts out which is effectively the number of boats that are anchored offshore and you know what you want to you never want to Anchor these things because effectively they're just sitting there all that product just sitting there you know. Doing nothing waiting and the reason the reason why they're sitting there is the ports are they can't unload the products fast enough. [29:55] There's a million reasons why we'll talk about that in a second but this just actually ticked up over there's over 40 boats, and this is interesting I've read a data point this has 74 Los Angeles and 40 I think there's 40 anchored in 30 actively kind of being done there's these Maps if you look at my Twitter feed I just tweeted one to just show you know the port and the congestion there's just all these boats just sitting there waiting to come on shore I have a friend that lives in LA and they can just as they drive around they can just see the boats out there just fact it's very unusual time frame. Jason: [30:30] One of the supply chain guys I work with suggested that we should start a new company Uber barge where we deliver like In and Out Burgers to all these boats that are stuck offshore. Scot: [30:39] Someone someone tried to actually get a helicopter to go out one to get their container often. You can't do that because if you've ever seen these things are stacked like 50 deeper someone is crazy you can't just say I really need that one right there so this this index just ticked over 70 for the first time ever since has been created which is just just crazy. [31:00] And so why is it taking so long to offload the boats well we have under invested in these things and then we have this discontinued problem with the supply chain. Number one there's not enough people to I think it's longshoreman there's a lot of these Union type jobs that you hear about that do this so there's a longshoreman or the ones that offload products for a long time due to covid they were only running like half the number of shifts that used to so they have actually spun that up, they're running more shifts but now there's a shortage of chassis and then because of that. [31:37] You know if you don't have chassis you can still off load the boat but now you have to put it into kind of medium term or short term storage and then all that is full so there's not enough chassis there's not enough truck drivers if there is chassis and then if there's not chassis all the storage is full and then, the one when a product comes off the boat at the Port it can either go by truck or rail the whole rail system is all jammed up as well the this is interesting I read this one article that. Near you in the Joliet train yard which is one of the biggest ones in middle of the country they're so jammed up they have over 8,000 containers stacked there waiting for more training capacity and then some some days the trains are backed up for 25 miles waiting as they're loading these containers on there to try to do this, normal turnaround for a chassis to go at a port to deliver something to where it's going and come back is three and a half days due to all these various shortages that is extended out to 17 days so that's pretty crazy. A big factor in this port jam up is also the shortage of drivers and I call them CDL Drivers which is a commercial driver's license. [32:49] To drive one of these 18-wheelers that's going to carry a container you have to have a you know a certification for a certain type of vehicle there's It's relatively, no time-consuming to go get the certification and the number of drivers that have this is actually decreasing over time as they age out and enough people are coming into the profession so I read one article and this was by one of the one of the professional groups of CDL drivers that there's about 240,000 shortfall of CDL Drivers compared, kind of where the demand is there's about you call it to and 50,000 fewer drivers than they need so we're seeing you know I think I can remember was you or someone but Amazon and Walmart are ineffectively gunfighter these people where they're charged their they're paying crazy signing bonuses and hourly rates and salaries for any kind of truck drivers and so because they're the biggest. Employers of these things they tend to have the better economics and its really starving out other parts of the market as they absorb all the available CDL drivers. Jason: [33:57] Yeah that Walmart's paying a hundred and for a new driver $160,000 a year and eight thousand dollar signing bonus. Scot: [34:04] Yeah yes it's not uncommon uncommon thing to see out there it's pretty crazy, so that's what's going on at the ports it is a hot mess on this side as well so even if you are fortunate enough to get your product here to the US then you know you're looking at probably an extra 40 days I think is kind of you know what everyone's saying right now and that's average it can take a lot longer the LA Port is so jammed up that people are are they're rerouting you know rerouting boats across the sand getting them to other other ports but there are no like there's one in Georgia and it's the Savannah one and it's getting backed up I just saw they authorized building this this kind of effectively opening up a big giant parking area to put containers and that's going to give them some more storage capacity but you know where if you add up those, here we are you know in October and you start adding these things together the the holidays pretty much baked at this point right there's you maybe have 15 to 20 days of window here for stuff you already ordered. 80 days ago to kind of get here but none of this stuff is going to get fixed fast that's going to be part of the problem. Jason: [35:17] Yeah yeah if you follow the earning calls like Nike for example like dramatically lowered their guidance and they said Hey look it's it's cost four times as much to get a container of shoes here and the container takes twice as long to get here, and so we're just not going to have the supply to hit our original guidance and and Nikes better this than a lot of other people so it's a. [35:41] Pretty prominent problem and then there's all these secondary impacts right so you mentioned the math of the container right like you'd like to fill up that 40-foot container with Goods if your goods only take up 90%. Ordinarily you'd put someone else's Goods in the last 10% to try to make it more. Cost effective and efficient and share those costs but when the unloading is so gummed up what you don't want to do is have a secondary process where that container comes off the boat has to get re packed your stuff goes One Way their stuff goes another way, so people are actually shipping containers less full than they normally would which is entirely counterintuitive for what you would expect. The boats are all slowing down because they can use less gas to come here and 80 days then to come here in 40 days because there's no place to unload them. Um and the the supply chain guys I'm like we've been helping a lot of retailers hire truckers lately and they kind of summarize it real simply like the average commercial truck driver was 55 years old with multiple comorbidities a bunch of them. Retired and all the trucking schools that can teach people to get these licenses shut down for covid so there were no new licenses being issued for like. [36:54] Year and so there's just this this huge acute problem. And then you know without those truck drivers with the train problems and Barge problems of your on the Mississippi there's just like no place to move all those goods. You mentioned people are moving the boats from from some ports to secondary ports. That helps somewhat but the biggest cargo ships can't even fit in these ports right so I Long Beach the one of the most advanced Sports we have certainly the most advanced on the West Coast, um [37:27] Can't take the two biggest class of ships it can only take the third biggest class of ships and then as soon as you divert that ship to Portland instead of Long Beach. The the that class of ships won't won't fit there and so like there's there's a limited option to just move the stuff around so we're just we're gummed up like never before and most scary of all Gap and their earnings call kind of said like Hey we're loading our guidance and we're going to very lumpy inventory and we don't see any alleviation of these inventory challenges until at least 2020 3. Scot: [38:06] Yeah in the Auto World we're having a huge problem here where there's a chip shortage and then. [38:14] Another problem is you spend down these factories they don't just get spun back up because all the component parts are you know they stop ordering them and then those factories and everything so so even as chips are starting to come in a lot of vehicles can't be made because there's some other component that now is stuck in one of these containers that that were talking about I read this other interesting article where Coca-Cola has several of their bottling facilities that are down waiting on replacement parts so they went and basically least 20 or 40 bulk ships they didn't even worry about getting containers and they just jumped onto those ships the pieces they need to make their factories work and and are bring him over in this kind of crazy never done before way for a big company. Jason: [38:58] Yeah and I guess that that's one last point on this supply chain thing. It definitely is favoring the biggest players in every industry right so if you're the you know the biggest receivers of goods in the US. You're still being impacted by all of this but you're first in line for what capacity does exist and you you mentioned the games that the Brokers are playing with the price of containers that's going to happen a lot more to the independent shipper than it is the you know number one or number two shipper for that port and so. Well this this is a pain for every retailer in America it's going to be less painful to Walmart and Amazon then it's going to be to the, the medium-sized specialty retailer for. [39:49] And I was just going to point out I think you saw this as well as got but like Salesforce kind of put together a holiday forecast and they looked at all these supply chain problems and they're estimating, that this is going to add about 233 billion dollars in extra supply chain cost to holiday sales for the US so that's. Going to come like straight out of margins basically or or drive more inflation. Scot: [40:13] Yeah that's for the products to get here there's this another side of that equation where which is the opportunity cost right because you know. There's not gonna be a lot of exciting merchandise on the Shelf so we're what's opportunity cost of that we'll have to kind of. We'll get to that I guess we talked about forecast so what what holiday behaviors are feeding into this. Jason: [40:34] Yeah so tricky this one is there wild swings both ways right so you think if you remember at the beginning of covid there. Fundamental changes that happen people spend a lot less on travel they spend a lot less on restaurants they spend a lot more on their homes and they spent a lot more grocery stores right and so then as, people got more comfortable as people start getting vaccinated as infection rates are going down we started seeing all those things swing back right and you started seeing, a lot more bookings that are being be you saw a lot more Airline reservations you saw a lot more traffic coming to stores and you certainly saw a lot more people going back to restaurants. Then Delta hit. And we saw a dip again and people started returning to the the the kind of earlier covid behaviors not as dramatically as the first wave. [41:25] You kind of had a second wave and so predicting which of those, behaviors are going to be at the at the peak for holiday is really hard right now so retailers are looking at consumer sentiment and Doug mcmillon in his investor call he's like hey. Our consumer has told a strongly they want to have a normal holiday that they want to sit down with their family and have a meal, they want to travel they want to do the normal things and there's a strong desire and that if it is remotely safe they will do it and Doug's I kind of under his breath comment was. [42:05] Even if it's not safe they're probably going to do it right so, his viewing is there's there's so much fatigue in all of these like covid change behaviors that were going to see a significant return, you know closer to pre covid behaviors but you know we are we are seeing some signs go the other way, in the u.s. store traffic never fully recovered we are still down about ten percent versus pretty covid levels in China store traffic totally recovered and then Delta hit and store traffic drop back down, 30% below pre-pandemic levels and so since China has historically been about 4 months ahead of us. That that would predict that we're going to see another drop in. Um store traffic which again doesn't mean people won't spend it means they're going to buy more online instead of in store and that exacerbates all of The Last Mile problems that we talked about last year and we're going to talk about it. [43:09] Again this year so it's really risky to predict. What's going to happen with the coded behaviors people were starting to buy a lot of clothes again after having not buying clothes in here and now the closed sales are slowing down and then we talked about. Apparel is one of the categories most impacted by all these supply chain issues so there just may not be close to buy and so really hard to predict that stuff. Um but what I can tell you is retailers now have a couple of reasons to desperately get you to shop earlier right one reason is they're not going to have very much stuff and they don't want to be the Grinch that caused you to miss Christmas so they desperately want you to come in early, and give yourself the best chance to get the stuff you want so, the every retailer is more loudly than ever before trying to incentivise and entice customers to shop early. [44:03] Also if this ends up being another digital Christmas where people shop a lot more online than they do in stores, we have a huge problem with the last mile we don't have enough capacity in FedEx ups and u.s. post office to deliver twice as many packages over holiday, and so we need to spread that those those orders out over more days and so for all of those reasons we're seeing retailers start their sales earlier than ever so. To kind of paint you a promotional picture Amazon Prime day normally is in summer it historically celebrated Amazon's birthday which is in July. So then the pandemic kids they can't have a July sale so they have an October sale and it went really well. So this year they went back to Summer but they went to earlier summer they had the sale in June and a lot of us think they did it earlier in June for one of two reasons either they hate their own C fo and wanted him to have to talk. On earnings calls about the sale being in a different quarter every year for the last three years or. They were having a sale earlier to make room for a second big sale they intend to have this year during holiday to kind of repeat the success of. [45:11] Of holiday Prime Day last year and we haven't seen any all the announcements yet but Amazon has already announced a 30 day. Beauty and personal care sale starting in October of this year Target match that and said hey we're going to start our deal days in October, and we're price-matching for the whole holiday so if if you don't believe us and you think we're just making a joke about these early sales and you think there's going to be better sales waiter know if you buy it early will guarantee you, that will match any lower prices that you see anywhere for the rest of holiday so targets leaning heavily into that. And we think most retailers are going to launch their sales. Earlier than ever before to try to pull in these these early Shoppers because of all the supply chain and inflation issues. The sales aren't going to be as good as they usually are like that what used to be 40 percent off is going to be 25% off but what deals they do have are going to be earlier in the year to try to drive those, those sales earlier. [46:21] And people aren't going to get everything they want they're going to be limited inventory and so what's going to happen people are going to get more gift cards people are going to celebrate the holiday later and we're going to sell more stuff in January January is always a good holiday month anyway but January is going to be disproportionately large this year because of the lumpy supply chain think so, if you think of holiday as generally like being a strong peak in October between that that the kind of turkey five, this holiday more than ever before that spending starting in October and is going to last all the way through January. Scot: [46:58] And then as we get to the last mile we're definitely have another ship again so we've got we haven't increased our capacity hardly any because you can't really buy Vans and the everyone's renting Vans and there's just this fixed number of biliary vehicles and if we're going to have this Less store traffic even more e-commerce than last year even if you throw you know maybe. [47:23] Low middle digit low single digits on there like five or 7% or something well we effectively had 98, we can only deliver like 97% of the packages last year so it's going to make it a now will only be a little deliver maybe 90% of the packages so it's going to be really tough delivery, set up coming into the holiday. Jason: [47:46] I think the like some data points I saw the that are alarming like so number one. All the Fulfillment centers have an average turnover rate of like four hundred percent a year right so they're having a hard time hiring people and keeping people. FedEx in their earnings call said that like we just can't staff some of our distribution hubs so we're having to reroute packages in a less efficient manner, because for example we only have sixty percent of our labor force in our Portland Hub right so ordinarily they would try to, be at a hundred and twenty percent of their labor in these hubs for holiday with all this seasonal labor and this year. [48:24] They can't even fulfill all the permanent jobs they have so there's not going to be a seasonal Flex. For the main carriers you know the Retailer's do a lot of seasonal hiring for stores but they're prioritizing the seasonal hiring for their fulfillment centers over the stores because they're so. Worried about enough labor to fulfill all these packages and then you know when when FedEx and UPS have less capacity. What do they do they smartly charge more for it so we've seen gas surcharges we've seen holiday surcharges and and they're now announcing their rate hikes for January and FedEx announced the largest rate hike they've had in the last ten years so on average, it's almost six percent as 5.9 percent rate hike it varies wildly depending on the class of service so some kinds of shippers are going to get hit much harder. Um and just like last year all of the the big shippers have a quota and they're not going to be allowed to ship more more packages. The maybe one silver lining in this is that. Because readers are likely to be more successful in spreading the demand out this year than last year that's going to help a little bit and. [49:37] As a as challenges everyone's going to be with the capacity last year there were political challenges that that particularly got the US Post Office sideways which is a big part of this whole chain. And they don't anticipate that that will be as bad this year and so there is absolutely going to be ship again in 2.0 this year with the, the The Last Mile but the most of the analysts I'm talking to are saying the first mile is going to be so disrupted this year that the last mile is going to seem. Less severe in comparison whereas last year the the holiday challenges were all about the last mile. Scot: [50:16] Yeah and you know the double-edged sword of there not being enough product is maybe there just won't be enough product and it won't you should be getting but if whatever there is is going to get jammed up I think. Jason: [50:29] Yeah so that's a great transition to so like that's a lot of Doom and Gloom what's going to happen for Holiday should we all be shorting the retail stocks like what's. What's going to happen. And spoiler alert I don't know well we'll talk a little bit about our educated guesses but maybe before we do we can walk through some of the the forecast from the the brave souls that have been willing to share their holiday forecast. Scot: [50:56] Yeah the one the one I saw was from Salesforce and they, they say that e-commerce is going to be up 7% versus kind of that huge surge last year which was like you know fifty percent so they're coming in kind of with a moderate 7% growth which which is done yeah I think that would be the probably the slowest e-commerce growth since 2008-2009 yeah. Jason: [51:24] 2008. Scot: [51:26] Yeah that's that's the one I was tracking and you know when I read through the bullet points it made sense they're definitely putting a pretty wet blanket on things due to the this kind of quote-unquote Supply pain. Jason: [51:38] Yeah and it is tricky so they were the only one I've seen that's done an e-commerce forecast right and I would say that's the most uncertain because. Of we just don't know whether people are going to go back to stores or whether they're going to be worried about health and ordering online when they start having constrained. Um supplies is that gonna. Push them to online more because they can hunt more places or is that going to entice them to go to the store because they can use their eyes to see the inventory for themselves like there's, there's a lot of variability in that e-commerce number but I would remind people even as low as 7 percent sounds its. 7% on top of the huge bases from last year right so it's it's that's not a decline in e-commerce by any means that's a slowing of the increase just as a reminder for. People. But then I did see several like of the other the kind of traditional Consultants put together an overall holiday forecast right so beIN predicted that they were going to they thought holiday was going to be up seven percent from last year. [52:45] Deloitte said that they thought holiday was going to be up between seven and nine percent from last year. And MasterCard said they think holidays going to be up 7.4 percent from last year so. To put all three of those numbers in context those are all huge numbers. Um last year was the best holiday year in 10 years and sales were up 10% but the average is about 6% so saying we're going to grow if. You know these three things kind of all averaged out to about seven percent growth if we're here we go. If all holiday store an e-commerce gross 7% on top of the ten percent from last year, that's a phenomenal holiday and so that says, that these guys are pretty confident that the consumer is going to spend even if they can't find exactly what they want right that the supply chain is going to be painful but that the all the macroeconomic stuff we talked about at the beginning is going to win out and consumers are going to spend a lot of money this holiday I. [53:49] I want to believe this I'm going to be pleasantly surprised if it plays out like that right and my um, the the one caveat I'll say is that us retail is incredibly Diversified right and so for every category that's going to get shellacked by the supply chain or by changes in covid behaviors. Some other category is going to benefit right and so. It is true that the holiday could absolutely hit these numbers like I'll remind people that cars are 25 percent of retail sales gas is another huge chunk of retail sales. Some of these forecasts have those things in some don't some of these forecasts are for November and December some are for November December and January like everybody has a different definition of retail and a different definition of holiday so, you can't really apples-to-apples any of these but I pulled all the US Department of Commerce data and again last year November through January 10 percent growth, average of the last ten 10 years is about 6% growth so 7% growth is a. A terrific number and. I don't know I could see it happening if it happens it's going to be because there was a we had the most Monster January ever because I just don't think there's going to be enough Goods on the Shelf in November and December to do. Scot: [55:17] Yeah I'll take a so I think the winners are going to be the companies that have the most power and smartest supply chain operators so I think Walmart and Amazon. Maybe Target I don't know them as well do they have a you think they feel like they have a pretty dialed in. Jason: [55:33] They Walmart and Target both in their earnings said like look our inventory isn't going to be isn't where we want it it's not going to be where we want it but we we in general are feeling good and neither one lowered its guidance for holiday in their last earnings call so they both felt that they were going to weather the storm but you know below that you go look at like a Bed Bath and Beyond and they're like look there's no way we can hit our numbers with the supply we're gonna get. Scot: [56:00] Will they miss this quarter and if you miss this quarter you're just going to get worse the next quarter Seth. Jason: [56:04] Exactly exactly. Scot: [56:06] It's a poop storm now and it's gonna be a bloodbath and in 90 days yes I think I think if I kind of do the calculus on that I think those three guys win I think everyone else is net negative and. You know I don't think those three are big enough let's say they represent Amazon's kind of half of e-commerce only think about e-commerce the rest of retail is. That's your bailiwick yeah Amazon's half, yeah I could see it being flat to down five percent because. Amazon Walmart and Target doing decent isn't it be enough for to make up for the whole that it's created there so yeah so that's kind of, where I see it it's going to be the big get bigger and stronger and because they you know they have Prime, they have more technologies that this has been on their radar longer they have more containers they have more trucks they have more dollars to spend on solving these problems they're going to be the winners so that's going to be you know it is going to be I think a bad year for the small medium sized business the incumbent brands that are just getting their legs under them and you know having to kind of have a Miss effectively miss a holiday because you couldn't get a bunch of product it's going to be be a rough rough year for everybody. Jason: [57:25] Yeah no I in a way it's going to be the exact opposite of last year when covid first hit nobody obviously had Advance warning or was prepared for this and so a secondary impact was a bunch of eCommerce sites that didn't traditionally get a lot of consumer visits, got a lot of Trials because Amazon constrained FBA in Amazon head supply chain problems right and so suddenly you were looking to get your instant pot from Bed Bath & Beyond suddenly a bunch of people are looking to see what eBay had, that hasn't shopped eBay in five or ten years right so a lot of those kind of second-tier eCommerce sites got extra visits as people were. Trying new address the supply chain shortages this year I think we're going to have exactly the opposite there's going to be a ton of supply chain shortages there's going to be a lot of, news stories every day about supply chain shortages and the big players with the best infrastructure in the most advanced supply chain planning, like the Amazons and Walmarts of the world and and targets, are going to be the winners and it's going to be a lot harder for those specialty retailers and Regional retailers to compete unfortunately. Scot: [58:41] Yeah I think that that is the setup and we will continue so that hopefully that gives everyone an idea of the big talk in the industry and you were just at an industry event is this what everyone was talking about Jason. Jason: [58:55] Yeah yeah slightly less than I would have expected I mean it was a huge topic everyone understands the supply chain thing. I do think it was the first conversation a lot of you know customer experience folks and people that you know we're kind of had their head down in their own in their own Silo you know we're suddenly getting their eyes open to the fact that like. Yeah your customer experience is going to stink at there's no products on the. Scot: [59:20] Mix the CX person's job a lot easier they just you know just take the holiday off. Jason: [59:26] Yeah and so you know it is interesting though again like. [59:31] You know we may we may hit the top line numbers and it may be from a lot less items that sold more expensively. The you know category there's going to be winning and losing categories by far and again because of the consumer health and the supply chain issues, the supply chain for diamonds is looking a lot better than the supply chain for Budget shoes and so you know you just may see what jury where you know you say you sell a few things for a while, do better you know where there's extra scarcity then you know some of these low-margin high-volume consumer goods and so I think. [1:00:08] My key takeaways for everyone is it's going to be a very lumpy like the averages will be interesting we should all follow them but but every. Um retailer and every category is going to experience a very different holiday and there just is more uncertainty than there has been in the last 30 years of retail so like for anyone, to definitively say this is how it is going to play out I think is super risky because there's so many things that could go either way at this point, will consumers you know by another toy when they can't get their first choice will consumers go to a restaurant you know or not will consumers take a vacation or not. You know all of these these will they pay 5% more for something or not like there's just so much uncertainty that you know this is going to be. Holiday that really rewards people that do good scenario planning and are prepared for any eventuality. Scot: [1:01:06] Absolutely and we will keep you posted here on the Jason Scott show but hopefully this gives everyone kind of a framework to work within and we'll be updating various components of the supply pain as we get closer to Holiday. Jason: [1:01:22] And until next week happy commercing!

In this episode host Kevin Lawton talks to Suman Kharbanda of FedEx about their new autonomous line haul pilot between Houston and Dallas. They also discuss what technologies FedEx is investing in and what they are looking forward to in the next few years. Support the show (https://www.paypal.com/donate/?token=PT7mU4_SaQlWJLQbdhvpmmyAeCdusbdFECFdobnmlvKzdNoOv-vvvrIsb9ACG35f-xAmEG&country.x=AU&locale.x=AU)

Welcome to the Up Your Creative Genius. I'm your host Patti Dobrowolski. New episode drops every week. Be sure to signup, subscribe, download, rate and review the podcast. Who is Patti Doborowolksi? Patti Dobrowolski, author of 9 Tips to Up Your Creative Genius and DRAWING SOLUTIONS: How Visual Goal Setting Will Change Your Life, is founder of Up Your Creative Genius, a consulting firm that uses visuals and creative processes to help companies and individuals around the world accelerate growth and change. A critically acclaimed comic performer, three-time TEDx and internationally recognized speaker, writer and business consultant, she has brought innovative visual practices to Fortune 100 companies, government, not for profits and small businesses. Patti holds an Masters in Psychology with an emphasis in Drama Therapy from the California Institute of Integral Studies. Her large format strategic illustrations grace the walls of Nike, Microsoft Inc, Starbucks, Pepsico, FedEx, Turner Broadcasting, FritoLay North America, Hoffman LaRoche Inc., Providence Health Services, The Bill & Melinda Gates Foundation, USDA and The Seattle Space Needle. https://www.upyourcreativegenius.com/ https://www.instagram.com/upyourcreativegenius/ https://www.linkedin.com/in/patti-dobrowolski-532368/

General Stanley McChrystal — Mastering Risk: A User's Guide | Brought to you by Kettle & Fire high quality, tasty, and conveniently packaged bone broths; Eight Sleep's Pod Pro Cover sleeping solution for dynamic cooling and heating; and ShipStation shipping software. More on all three below.General Stanley McChrystal (@stanmcchrystal) was called “one of America's greatest warriors” by Secretary of Defense Robert Gates. Having held leadership and staff positions in the Army Special Forces, Army Rangers, 82nd Airborne Division, the XVIII Army Airborne Corp, and the Joint Staff, McChrystal became commander of JSOC in 2003, responsible for leading the nation's deployed military counterterrorism efforts around the globe. His leadership is credited with the 2003 capture of Saddam Hussein and the 2006 locating and killing of Abu Musab al-Zarqawi, the leader of al-Qaeda in Iraq. In June 2009, McChrystal received his fourth star and assumed command of all international forces in Afghanistan.General McChrystal founded the McChrystal Group in January 2011, an advisory services firm that helps businesses challenge the hierarchical “command and control” approach to organizational management.He is a senior fellow at Yale University's Jackson Institute for Global Affairs, where he teaches a course on leadership, and he is the author of the bestselling leadership books My Share of the Task: A Memoir; Team of Teams: New Rules of Engagement for a Complex World; and Leaders: Myth and Reality. His new book is Risk: A User's Guide. He is also the co-host (with former Navy SEAL Chris Fussell) of the No Turning Back podcast, where they explore the future of leadership and teams with the world's most consequential leaders.Please enjoy!This episode is brought to you by Kettle & Fire! Kettle & Fire makes one of the highest quality, tastiest, and most conveniently packaged bone broths on the market, and I have a huge collection of their broths on my kitchen counter for easy access. I've been a fan ever since 2015, when podcast guest and ketogenesis expert Dr. Dominic D'Agostino introduced me to the company. Their products fit me and my lifestyle extremely well: bone broth is a great ‘one-stop shop' for low-carb, high-protein nutrition, and bone broth makes an excellent lower-calorie breakfast that requires no prep.It's one of the simplest ways to get many of the nutrients I need, and I simply feel better when broth is a regular part of my diet. You can save 25% off your order by going to KettleAndFire.com/Tim and using code TIM at checkout.*This episode is also brought to you by ShipStation. Do you sell stuff online? Then you know what a pain the shipping process is. ShipStation was created to make your life easier. Whether you're selling on eBay, Amazon, Shopify, or over 100 other popular selling channels, ShipStation lets you access all of your orders from one simple dashboard, and it works with all of the major shipping carriers, locally and globally, including FedEx, UPS, and USPS. Tim Ferriss Show listeners get to try ShipStation free for 60 days by using promo code TIM. There's no risk, and you can start your free trial without even entering your credit card info. Just visit ShipStation.com, click on the microphone at the top of the homepage, and type in TIM!*This episode is also brought to you by Eight Sleep! Eight Sleep's Pod Pro Cover is the easiest and fastest way to sleep at the perfect temperature. It pairs dynamic cooling and heating with biometric tracking to offer the most advanced (and user-friendly) solution on the market. Simply add the Pod Pro Cover to your current mattress and start sleeping as cool as 55°F or as hot as 110°F. It also splits your bed in half, so your partner can choose a totally different temperature.And now, my dear listeners—that's you—can get $250 off the Pod Pro Cover. Simply go to EightSleep.com/Tim or use code TIM. *If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts? It takes less than 60 seconds, and it really makes a difference in helping to convince hard-to-get guests. I also love reading the reviews!For show notes and past guests, please visit tim.blog/podcast.Sign up for Tim's email newsletter (“5-Bullet Friday”) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissFacebook: facebook.com/timferriss YouTube: youtube.com/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

New York Times bestselling author Jon Acuff joins me for an in-depth conversation about the power of our thoughts, the harmful effects of overthinking, and the importance of changing our negative, repetitive thoughts into positive soundtracks.  In this episode, Jon: Shares valuable insights into the mind of an Enneagram 7 Identifies the top 3 negative thoughts he's still working on  Lists the top 10 hits for popular broken soundtracks, and  Outlines 3 questions to ask yourself to change your thinking ABOUT JON ACUFF Jon Acuff is the New York Times bestselling author of seven books, including his most recent Wall Street Journal #1 bestseller, Finish: Give Yourself the Gift of Done. He's an INC Magazine Top 100 Leadership speaker and has spoken to hundreds of thousands of people at conferences and companies around the world including FedEx, Nissan, Microsoft, Lockheed Martin, Chick-fil-A, Nokia and Comedy Central.  His large and highly engaged social media following includes nearly 300,000 Twitter followers, more than 187,000 Facebook followers, more than 125,000 Instagram followers, and more than 90,000 email subscribers who look to him for his unique blend of humor, honesty, and hope. He lives outside of Nashville, Tennessee, with his wife and two teenage daughters. His latest book, Soundtracks, was released in April 2021 and is already a bestseller. 

We're joined today by Rod and Karen from The Black Guy Who Tips Podcast. In this episode we talk about listener comments, Drake vs. Kanye, anti-vax NBA players, a white anti-vax teacher who compared herself to Rosa Parks, white women disappearing, and a FedEx driver who refused to deliver packages to Biden supporters.

Steelo Brim and Chris Reinacher sit down with artist & entrepreneur Problem to discuss Coffee & Kush and the news of the week. This week they cover genetically engineered coffee, R. Kelly being found guilty on all counts, a haunted house employee who stabbed a patron, Italian Priest sex parties, a field trip with a stripper pole, A FedEx employee fired for not delivering to BLM/Biden houses, two gorillas getting nasty at the Bronx Zoo and go into depth about the future of R Kelly's music and accountability.  Alahna Jade reads the facts.

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Today on the show we opened up the phone lines to see if any of our listeners have any successful co parenting stories after Kehlani shared her coparenting success with her baby father. Moreover, Charlamagne gave "Donkey of the Day" to a Fedex worker who ended up getting fired after making post that he won't deliver packages if you have a Biden or BLM flag on their lawn. Afterwards we opened up the phone lines to see if any of our listeners had experienced something similar or have descriminated against someone because of their beliefs. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com