
Freightonomics
247 episodes — Page 3 of 5
Ep 147Transitory transitions
Anthony and Zach discuss the latest LMI report with Dr. Zac Rogers. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 146Defining the bottom
Anthony and Zach discuss what the “bottom” of the freight market looks like and how it is different from the broader economy. Pros and cons of specialization, slow versus rapid changes, individual vs group, outdated infrastructure/thinking, value over flash Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 145How financial and operational data should be viewed
Anthony and Zach discuss the purpose of financial data and how it can be misused. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 144Optimism or dishonesty
Anthony and Zach discuss J.B. Hunt’s Q1 results among others and how much of the early optimism for a late year recovery has waned. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 143Putting the Stag in Flation
Anthony and Zach break down how the different sectors are faring as the economy cools and discuss the varying levels of influence from inflation. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 142How applicable is history
Anthony and Zach discuss how the freight market bottom may be in sight, but there is a lot of noise around the future of the economy. Are there historical figures that can help us understand the current environment? Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 141Economic accountability
Anthony and Zach discuss the current market and the long term impact of the current economic policies that are deterring investment and pushing for more regionalized supply chains. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 140March Madness
Anthony and Zach discuss the Knight-Swift purchase of US Xpress and the current M&A environment as the Fed continues its war on inflation. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 139Financial foundations
Anthony and Zach discuss takeaways from the recent bank failures and bring on Dr Zac Rogers to discuss the current supply chain environment. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 138Any spring in our step?
Anthony and Zach discuss whether or not there are any signs of a return to seasonal patterns after a relatively uneventful winter. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 137Wait, who’s watching the economy?!
This week offered huge releases for the macro economy. Zach Strickland and Anthony Smith dive into those reports and what it means for freight. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 136We are not out of the woods
Tony Mulvey and Zach Strickland discuss whether or not we are seeing evidence that the goods economy has bottomed. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 135Everything, all at once
Anthony and Zach discuss takeaways from Knight-Swift and Old Dominion earnings, Dallas’ recent ice event, why LTL outperformed TL in Q4, 2022 capacity growth, the Fed’s decelerating rate hikes, and why there is continued optimism from transportation providers about 2023. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 134Light or a train
Anthony and Zach explore what needs to happen for a soft landing for the US economy and how it may be too late for the freight market. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 133Leveraging the future
Anthony and Zach discuss how debt management will weigh heavily on the future transportation economy. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 132Finding the bottom
Anthony and Zach discuss whether or not the data points to a bottoming of freight and economic activity as we enter 2023. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 131Dr. Rogers is back
Dr. Zac Rogers returns to discuss the latest Logistics Managers’ Index results and what they suggest for supply chains in 2023. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 130Payment comes due
The effect of a slowing economy is finally reaching some of the lagging sectors. Manufacturing and LTL are starting to dip into negative growth territory for the first time this year. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 129A long December
Historically, December is a mix of chaos of last minute activity and gearing down for the holiday period. The economy shows continued signs of slowing down, but how will it affect freight’s most polarizing month. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 128Dipping Demand
Demand for transportation continues to fall heading into the final stretch of 2022, yet there is still evidence of capacity growth. Anthony Smith and Zach Strickland discuss what post peak could look like. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 127Cycling down
It is clear that the economy is slowing and transportation providers are feeling the softness as what looks like an underwhelming peak approaches. Anthony and Zach discuss the nuances between this and previous economic cycles. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 126Some good news?
Anthony and Zach break down the GDP growth announcement and what it means for transportation as well as the broader economy. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 125Cracks in the dam
Anthony and Zach discuss what to make of J.B. Hunt’s earning beat and Knight-Swift’s miss. The fundamentals of the freight market have been falling apart since March, but many large carriers are just now feeling it. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 124Abruptly lagging
Anthony and Zach discuss how many macroeconomic transitions take a long time to fully manifest, while certain aspects turn on a dime. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 123Reaction time
Anthony and Zach discuss the spectrum of reactions to the easing economic environment as we transition into a new era. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 122Hurricane chicanery
Anthony and Zach discuss how Hurricane Ian may undermine some supply chains’ recovery as well as what it means for the economy. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 121Taming the chaos
Zach Strickland welcomes the new Anthony Smith to the show to sift through the news of the day. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 120What next?
The rail strike nearly brought another round of economic chaos to the economy, illustrating that supply chain disruptions can still have huge impacts. Anthony and Zach discuss what other possible risks to economic stability are still looming in 2022. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 119Has our economy become too nearsighted?
The economy is on a rollercoaster of extreme highs and lows. Is this a direct effect of short sighted over corrective behavior or has the world entered a new era of increased volatility? Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 118Pain Tolerance
Anthony is joined by Tony Mulvey for a double econ conversation around the underlying trends within the U.S. and the supply chain Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 117Transitional Trends
Anthony and Zach explore economic and transportation trends as the economy moves into a new post-pandemic state of being. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 116How much is too much?
Anthony and Zach ask what is the ideal balance between policy and personal responsibility and discuss the recent governmental actions such as the Inflation bill and AB5 ruling and their impact on businesses and individuals. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 115Supplying inflation
Anthony and Zach discuss how the supply side is mainly driving record levels of inflation and that it may not have peaked. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 114It’s starting to smell real 2019ish
Anthony is joined by guest feature Tony Mulvey for a double dose of Econ and analysis with Dr. Zac Rogers. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 113Timing is everything
Zach and Anthony discuss the recent interest rate hikes and why they have not curbed inflation thus far. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 112We aren’t surprised
Zach and Anthony discuss why carriers are surprising Wall Street with their Q2 earning reports. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 111How port and rail congestion is still inhibiting supply chain fluidity
Zach and Anthony bring on Dr. Zac Rogers to talk about the continued congestion issues surrounding ports and the rails. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 110Are We The Crazy Ones??
Zach and Anthony make sense of the current decisions being made in the macroeconomic environment and supply chain policy Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 109What to expect in the 2nd quarter
Zach and Anthony discuss what the current data suggests about the second half of what has become a wild 2022. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 108Navigating an economic slowdown
Zach and Anthony discuss how companies are changing their strategies in response to a slowing economy and how transportation demand has been a leading indicator. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 107What is stagflation?
Zach and Anthony tackle explaining stagflation and its potential impact on supply chains and transportation as well as address the debate around import activity. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 106Why supply chains are still a puzzle
Zach and Anthony recap Gartner conference findings, waning demand and host Dr. Dale and Zac Rogers who break down the current supply chain environment and the LMI. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 105Will freight see a summer slump?
Anthony and Zach discuss what a few key market indicators are saying about the slowing freight economy. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 104Where in the World is Zac Rogers?
Zach and Anthony reunite with Zac Rogers to talk the latest trends in the Logistics Industry Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 103FOSC biggest moments
Zach and Anthony go through their big takeaways from FW first live event in over two years. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 102Conflicting Messages
Zach and Anthony discuss some of the recent reports that appear to conflict with the message that the freight market is heading towards a reversal. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 101All the Moving Pieces
Zach and Anthony talk about what's going up and what's going down and our joined by Parker McNamara of Project 44 and Dr. Zach Rogers of Colorado State. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 100Is the Sky Falling?
Zach and Anthony dive into the slower trends taking hold of the industry and the underlying trends leading up to it. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 99An Inventory Story
Zach and Anthony reunite with Dr. Zac Rogers and discuss the big build up happening upstream Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 98Impact of spiking oil prices on supply chains
Zach & Anthony discuss the impact of rising oil and fuel costs on transportation and the continued inflationary pressures generated by COVID and the war in Ukraine. Follow Freightonomics on Apple Podcasts Follow Freightonomics on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices