Great Quarter, Gals
167 episodes - English - Latest episode: 6 months ago - ★★★★★ - 16 ratingsGreat Quarter, Gals covers the state of freight from a data driven research powered approach. FreightWaves FreightIntel Research Team dives deep into the numbers, surveys, and people who drive the decisions behind the nation's movement of goods and the surface transportation of freight.
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Episodes
What's behind private equity's dismal record in trucking?
February 25, 2020 22:16 - 1 hourKevin and Andrew sit with JT Engstrom to discuss private equity's increasing role in transportation. Also on the docket is the FMCSA drug and alcohol clearinghouse and the future of stock trading social networks. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices
Truckstop building alliances in the Freight Matching Wars
February 18, 2020 20:56 - 1 hourToday, Kevin and Andrew have two special guests: Bill Vitti, Chief Commercial Officer of Truckstop explains the recently announced partnership with Knight-Swift; then Peter Rentschler from Carrier Direct discusses his takeaways from last week's Stifel Conference in Miami. Lastly, we discuss the triumphant return of flip phones and why Virgin Galactic stock has tripled since Christmas. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn ...
Has Chinese trade been effectively halted until at least April?
February 11, 2020 21:13 - 55 minutesWe discuss how the coronavirus is affecting freight flows from China with special guest, Lori Ann LaRocco. Earnings season is also in full swing and it looks like XPO has taken more than a few steps towards its ultimate breakup. Then, it’s off to the battle between the Tesla Cybertruck and the Nikola Badger as each founder continues to troll each other in the main event trolling match. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn...
Will Tesla reach $1 trillion in sales?
February 04, 2020 21:05 - 59 minutesTesla stock is up 125% year-to-date. Today, Kevin and Andrew sit with JP Hampstead, Director of Passport Research, to discuss whether or not Tesla is a car company and what the future will likely look for Elon Musk's most valuable business. We also talk 2020 Freight Market Outlook and whether the FANG stocks will outperform the market this year. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaph...
Do legacy brokers still have the juice?
January 28, 2020 22:21 - 1 hourThis week, Kevin and Andrew sit down with Ryan Schreiber from CarrierDirect to discuss the future of technology adoption in brokerage, earnings season, coronavirus and whether or not Amazon will spin off AWS in 2020. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices
Is this the end of XPO as we know it?
January 21, 2020 20:39 - 1 hourOn EP12, Kevin and Andrew sit with Director of Passport Research, JP Hampstead, to discuss what lies ahead for XPO, earnings season, and whether the market for online mattresses is sleepy or superior. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices
Is Walmart gaining on Amazon, or did they never give up the lead?
January 14, 2020 20:39 - 1 hourIn episode 11, Kevin and Andrew have a special guest, Zach Strickland, in the booth to break down the retail Goliath Walmart. We also talk Trade Deal, January freight blues and answer whether Peloton is a bust. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices
Will Cliff’s get a steal or a raw iron deal in buying AK Steel?
January 07, 2020 21:34 - 51 minutesIn episode 10 of Great Quarter, Guys Kevin Hill and Andrew Cox discuss Cleveland-Cliffs pending acquisition of AK Steel. Is Cliffs buying AK Steel as an opportunity to go from a supplier to a producer of steel, or is it a defensive move to bail out a troubled customer? Then we dive into the Q1 Carrier Outlook and who has the pricing power between shippers and carriers and our long/short segment. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Sp...
What’s in the cards for FedEx in 2020?
December 30, 2019 22:28 - 1 hourIn episode 9 Kevin Hill and JP Hampstead talk about the outlook for FedEx. What are the odds of it being acquired or are reports of FedEx’s demise greatly exaggerated? Plus, we talk about the 5 biggest themes of the freight markets in 2019, along with where the DHL Supply Chain Pricing Power Index is headed in 2020. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices
AutoZone MegaHubs, mega trucking bankruptcies and the intermodal growth story
December 23, 2019 08:05 - 52 minutesThis week, Andrew and Kevin break down AutoZone, 1980's trucking deregulation, and special co-host and railroad guru Mike Baudendistel explains whether intermodal is still a growth story. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices
Knight Swift: Trucking's Biggest Mega-Merger
December 17, 2019 17:00 - 47 minutesOn this episode of Great Quarter Guys, Seth Holm, Kevin Hill, Andrew Cox and JP Hampstead break down Knight Swift's business model, discuss the Phase One Trade Deal and debate Twitter in their regular long-short segment. Watch the video Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices
Buffett's Rare Miss with Kraft Heinz
December 13, 2019 08:05 - 49 minutesOn this episode of GQG, Seth Holm, Kevin Hill and Andrew Cox break down Kraft Heinz, discuss Goldman initiating on the trucking sector, Celadon's bankruptcy, trucking supply and demand and more. Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices
The Evolution of Daseke
December 06, 2019 12:17 - 47 minutesOn this episode of Great Quarter, Guys, Seth Holm, Kevin Hill and Andrew Cox break down leading flatbed operator Daseke’s business model and talk freight broker compensation, trucking supply and demand and Tesla’s new Cybertruck. Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices
What makes Old Dominion a transportation superstar?
November 22, 2019 14:30 - 1 hourOn this episode of Great Quarter, Guys, Seth Holm, Kevin Hill and special guests Peter Rentschler and JP Hampstead talk mega mergers in transportation, why Old Dominion shareholders have knocked it out of the park, FedEx takes on the New York Times and more. Listen to more FreightWaves Podcasts Subscribe on Apple Podcasts Subscribe on Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices
Amazon vs Nike
November 15, 2019 16:05 - 48 minutesOn this third episode of Great Quarter, Guys, Seth Holm, Kevin Hill and Andrew Cox break down the state of freight from a research based, data-driven approach. Today they discuss Kevin's takeaways from the FW Live conference in Chicago, trucking supply and demand, Nike stopping selling directly on Amazon and give their opinion on what a strong Walmart means for the US consumer and the peak season for trucking. More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/ad...
Amazon's Increasing Presence
November 08, 2019 21:27 - 56 minutesOn this second episode of Great Quarter, Guys, Seth Holm and Kevin Hill break down the state of freight from a research based, data-driven approach. Today they discuss the broad implications of Amazon’s increasing presence in logistics, host special guest Mike Baudendistel to get up to speed on rail and intermodal, analyze where trucking metrics are trending, and examine the link between Grubhub and Wayfair to transportation. Learn more about your ad choices. Visit megaphone.fm/adchoices
The State of Freight
October 30, 2019 17:27 - 52 minutesOn this launch episode of Transportation Nation Seth Holm and Kevin Hill breakdown the state of freight from a research based data driven approach. Today they're discussing digital brokers, Q3 earnings with special guest JP Hamstead, where trucking metrics are trending, and what all this means for the US consumer. Read more by the FreightWaves Freight Research Group More podcasts like this Subscribe to FreightWaves FREIGHTCASTS feed and never miss an episode Apple Podcasts Spotify Learn m...