This week Andrew holds down the fort with Director of Passport Research, JP Hampstead, to discuss his team’s recent research note on Q2 broker performance. Then the two dive into Uber’s partnerships with municipalities and answer whether the upcoming Lemonade IPO will be sweet or sour.
As always, a...
https://s29755.pcdn.co/news/q2-3pl-earnings-how-bad-can-it-be
Andrew and Kevin are joined by FreightWaves Lead Economist, Anthony Smith, to discuss whether the housing market can continue its recovery and lead us out of economic slowdown. Then we give our thoughts on Zillow and Airbnb for the rest of the year.
As always a special thanks to our friends at Carri...
https://s29755.pcdn.co/news/can-the-housing-market-lead-the-way-to-v-shaped-recovery
Andrew and Kevin touch on the rise of alternative data sources before diving into the recently announced partnership between Walmart and Shopify.
As always a special thanks to our friends at CarrierDirect with their research contributions for this episode.
https://s29755.pcdn.co/news/will-amazon-face-a-sharp-challenge-from-walmart-and-shopify?
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.
Special thanks as always to our friends at CarrierDirect for their research contributions.
https://s29755.pcdn.co/news/can-nikola-unseat-the-ford-f-150
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 freight brokerages.
Special thanks as always to the contributions from CarrierDirect.
https://s29755.pcdn.co/news/digital-freight-matching-market-share-and-amazon-relay
In EP30, Andrew and Kevin are reunited with an original host and creator of the show’s namesake, Seth Holm, to discuss the future of malls, brick-and-mortar and retail overall. Seth spent nearly 10 years covering consumer and retail stocks at an Atlanta-based hedge fund before joining the Freight...
https://s29755.pcdn.co/news/could-this-be-the-proverbial-nail-in-malls-coffin
Andrew and Kevin are joined by Ryan Schrieber from CarrierDirect to discuss the 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.
https://www.freightwaves.com/news/why-do-some-companies-flourish-during-a-recession?
Today, Andrew and Kevin discuss first-quarter earnings before FreightWaves Lead Economist Anthony Smith makes an appearance to chat about unemployment.
As always, thanks to CarrierDirect for their research contributions.
We welcome Ben Gordon, Founder of Cambridge Capital and logistics investment expert, for a special FreightWaves LIVE @HOME episode to discuss the immediate future of freight tech investment. We cover how the investment landscape is changing in 2020 and what technology looks most promising.
And a...
https://www.freightwaves.com/news/how-has-covid-19-changed-the-freight-tech-landscape?