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

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

GQG LIVE from SpaceWaves with Ronald Epstein, Senior Equity Analyst, Bank of America Merrill Lynch Listen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

GQG LIVE from SpaceWaves with Ronald Epstein, Senior Equity Analyst, Bank of America Merrill Lynch Listen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Andrew and Seth discuss the meteoric rise of bitcoin recently, answer the question whether carriers should be adding trucks, and analyzing recent macroeconomic data releases. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on SpotifyShow Less

Andrew and Seth discuss the meteoric rise of bitcoin recently, answer the question whether carriers should be adding trucks, and analyzing recent macroeconomic data releases. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

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

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

MEET THE NEW CEOShameek Konar is about take an unprecedented step at Pilot Company as he assumes the role of CEO in January.GAS & HOSPITALITYLeading an energy, data, and hospitality obsessed company that is striving to put the driver first. Visit Pilot CompanyListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

MEET THE NEW CEOShameek Konar is about take an unprecedented step at Pilot Company as he assumes the role of CEO in January.GAS & HOSPITALITYLeading an energy, data, and hospitality obsessed company that is strivingto put the driver first. Visit Pilot CompanyListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Andrew and Seth are live from FreightTech Venture with Thiago Olsen from EngageListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Andrew and Seth are live from FreightTech Venture with Thiago Olsen from EngageListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Andrew and Seth break down their recent paper on driver wage inflation and the impact of wage growth to capacity and to trucking stock prices. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify Visit FreightCasts sponsor: Convoy makes it easy to get your full truckload freight covered by high-quality carriers at competitive rates. To get an instant quote and 100% tender acceptance guarantees, click here.

Andrew and Seth break down their recent paper on driver wage inflation and the impact of wage growth to capacity and to trucking stock prices. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Andrew and Kevin discuss Ted Weschler, Berkshire money manager and his move to purchase $45mm of Dillard's stock. Then, we break down the upcoming clean energy SPACs. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on SpotifyVisit FreightCasts sponsor: Convoy makes it easy to get your full truckload freight covered by high-quality carriers at competitive rates. To get an instant quote and 100% tender acceptance guarantees, click here.

Andrew and Kevin discuss Ted Weschler, Berkshire money manager and his move to purchase $45mm of Dillard's stock. Then, we break down the upcoming clean energy SPACs. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Andrew, Kevin and Seth are live from FreightWaves Final Mile Logistics virtual event where they discuss their thoughts on the consumer and upcoming holiday season, before being joined by Bruce Chan, VP Global Logistics at Stifel. Bruce makes his FWTV debut and talks drones, white gloves and all the peculiarities of final mile.Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on SpotifyVisit FreightCasts sponsor: Convoy makes it easy to get your full truckload freight covered by high-quality carriers at competitive rates. To get an instant quote and 100% tender acceptance guarantees, click here.

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

Andrew, Kevin and Seth talk about the next steps for salvaging Nikola and what to expect for Tesla's Battery Day. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Andrew, Kevin and Seth talk about the next steps for salvaging Nikola and what to expect for Tesla's Battery Day. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

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

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

Andrew, Kevin and Seth detail who they think will be the next department store to fall, inflation, and Pershing Square's new blank check company. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Andrew, Kevin and Seth detail who they think will be the next department store to fall, inflation, and Pershing Square's new blank check company. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Live from the FreightWaves Carrier Summit, Andrew and Kevin host Ben Gordon, Managing Partner at Cambridge Capital and BGSA, to discuss final mile strategies, recent M&A activity and story stock SPACs. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Live from the FreightWaves Carrier Summit, Andrew and Kevin host Ben Gordon, Managing Partner at Cambridge Capital and BGSA, to discuss final mile strategies, recent M&A activity and story stock SPACs. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

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

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

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

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

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

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

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

Andrew and Kevin are joined by FreightWaves Lead Economist, Anthony Smith, to discuss whether the housing market can continue its recovery and lead us out of economic slowdown.Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Andrew and Kevin touch on the rise of alternative data sources before diving into the recently announced partnership between Walmart and Shopify.Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Andrew and Kevin are joined again by fellow Freight Intel Group member Seth Holm to discuss the state of the automotive industry and how quickly it can recover. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Redwood Logistics' CEO Mark Yeager talks about growing the business through partnership with private equity.Redwood Logistics President Todd Berger is using tech to help shippers transform  their supply chains. Visit RedwoodListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Redwood Logistics' CEO Mark Yeager talks about growing the business through partnership with private equity.Redwood Logistics President Todd Berger is using tech to help shippers transform  their supply chains. Visit RedwoodListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Andrew and Kevin are joined by Director of Passport Research, JP Hampstead, to discuss the digital freight matching playing field and how the evolution of Amazon Relay impacts truck brokerages.Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

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

Andrew and Kevin speak with Ryan Schrieber from CarrierDirect about different strategies companies employ during a recession. We answer what are the best ways to emerge from a downturn stronger than before. Then we chat Beyond Meat and Best Buy.Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Today, Andrew and Kevin discuss Q1 earnings for Uber and Chattanooga's own USX before being joined by Lead Economist Anthony Smith to chat unemployment.Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

CRITICAL FOCUS FOR UNCERTAIN CONDITIONS  Melissa Forman, SVP & COO, TriumphPay, on protecting carriers' bottom lines and truckers on the front lines.FAST PAY FOR RAPIDLY CHANGING TIMES  Mitch Hixon, VP of Business Development, TriumphPay, has seen our industries biggest changes and challenges Visit CHEPListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

CRITICAL FOCUS FOR UNCERTAIN CONDITIONS  Melissa Forman, SVP & COO, TriumphPay, on protecting carriers' bottom lines and truckers on the front lines.FAST PAY FOR RAPIDLY CHANGING TIMES  Mitch Hixon, VP of Business Development, TriumphPay, has seen our industries biggest changes and challenges Visit CHEPListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

Great Quarter, Guys LIVE from FreightWaves LOVE @Home with special guest Benjamin Gordon, Founder and Managing Partner, BG Strategic AdvisorsWatch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

In our second earnings season update, Kevin and Andrew break down some of the best in the business in KNX and ODFL. Then we talk about the freight market bottom and the potential for football in the fall.Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

CHEP AND SUSTAINABILITYGeorge Brehovsky, Director, Customer Solutions, and CHEP are helping to  cut CO2 from the equation.THE INVISIBLE BACKBONE OF FREIGHTGrant Arnold, Supply Chain Solutions Manager, knows pallets carry the global supply chain.About our guests:George Brehovsky, Director, Customer Solutions, CHEP North AmericaGeorge joined Brambles in 2006 and moved into his role as Director, Customer Solutions for CHEP North America in May 2018. Prior to that, he led store fulfillment and retail supply chain teams responsible for joint business planning and collaboration with top Canadian manufacturers and retailers. In his current position, George leads teams focused on solving common industry challenges by eliminating waste, eradicating empty miles and cutting out inefficiencies. His teams deliver new products, services and solutions to help customers solve the dual challenge of meeting rising customer demand, while making less impact through an industry collaboration program called Zero Waste World.Earlier in his career, George worked at Costco and Supply Chain Management (Walmart Distribution), where he held roles in merchandising, reverse logistics and operations. In addition to earning his Lean Six Sigma Green Belt certification, George continually expands his professional education and has attended the international CEDEP Advanced Development Program, Cranfield University and York University. He holds a business administration diploma from CDI College. Grant Arnold, Supply Chain Solutions Manager, CHEP North AmericaGrant joined CHEP in September 2018 and leads supply chain advisory services to customers, drawing on his experience in logistics, transportation, planning and operations, along with his proficiency in equipment pooling. He applies his expertise by working with customers on their transportation network and looking for collaboration opportunities with CHEP.Grant’s management position marks a return to CHEP: He worked for the company from 2005-2010 in various roles. In between his time at CHEP, Grant worked for Container Centralen, a company focused on the horticulture industry. While there, he launched an in-house transportation brokerage and was responsible for the entire 3PL warehouse network. Grant received his MBA from the University of Florida and holds a bachelor’s degree in Supply Chain Management from Michigan State University.Visit CHEPListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

CHEP AND SUSTAINABILITYGeorge Brehovsky, Director, Customer Solutions, and CHEP are helping to  cut CO2 from the equation.THE INVISIBLE BACKBONE OF FREIGHTGrant Arnold, Supply Chain Solutions Manager, knows pallets carry the global supply chain.About our guests:George Brehovsky, Director, Customer Solutions, CHEP North AmericaGeorge joined Brambles in 2006 and moved into his role as Director, Customer Solutions for CHEP North America in May 2018. Prior to that, he led store fulfillment and retail supply chain teams responsible for joint business planning and collaboration with top Canadian manufacturers and retailers. In his current position, George leads teams focused on solving common industry challenges by eliminating waste, eradicating empty miles and cutting out inefficiencies. His teams deliver new products, services and solutions to help customers solve the dual challenge of meeting rising customer demand, while making less impact through an industry collaboration program called Zero Waste World.Earlier in his career, George worked at Costco and Supply Chain Management (Walmart Distribution), where he held roles in merchandising, reverse logistics and operations. In addition to earning his Lean Six Sigma Green Belt certification, George continually expands his professional education and has attended the international CEDEP Advanced Development Program, Cranfield University and York University. He holds a business administration diploma from CDI College. Grant Arnold, Supply Chain Solutions Manager, CHEP North AmericaGrant joined CHEP in September 2018 and leads supply chain advisory services to customers, drawing on his experience in logistics, transportation, planning and operations, along with his proficiency in equipment pooling. He applies his expertise by working with customers on their transportation network and looking for collaboration opportunities with CHEP.Grant’s management position marks a return to CHEP: He worked for the company from 2005-2010 in various roles. In between his time at CHEP, Grant worked for Container Centralen, a company focused on the horticulture industry. While there, he launched an in-house transportation brokerage and was responsible for the entire 3PL warehouse network. Grant received his MBA from the University of Florida and holds a bachelor’s degree in Supply Chain Management from Michigan State University.Visit CHEPListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify

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

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

Kevin and Andrew discuss what transportation companies are doing in their scramble for cash flow, how carrier expectations for 2020 have changed, and how far freight volumes will far before finding a floor.Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify