4-20-2023 – Are We in a Freight Recession?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 21 April 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
At least one major trucking and transportation company reported first-quarter profit and revenue that fell below expectations.
(It is a challenging freight environment with deflationary price pressure for an industry that continues to face inflationary cost pressures.)
Today's Stocks & Topics: ALB - Albemarle Corp., TRTN - Triton International Ltd., CCL - Carnival Corp., UNP - Union Pacific Corp., FCC’s Gary Epstein, Investing Strategy, WPM - Wheaton Precious Metals Corp., Market Positioning, POAHY - Porsche Automobil Holding SE ADR, BBBY - Bed Bath & Beyond Inc.
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Transcript
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| 0:00.0 | At a time, when investors are confronted with market volatility and a variety of challenges |
| 0:11.4 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.9 | just incline and Steve Peasley, stand ready to take your finance and investment questions |
| 0:23.9 | and share their unbiased answers. |
| 0:27.1 | This is Invest Talk, independent thinking, shared success. |
| 0:32.4 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:37.7 | clients throughout the United States. |
| 0:41.0 | The clarity for your path forward starts now. |
| 0:45.4 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:52.9 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:57.0 | This is our Thursday, April 20th, 2023 edition, and since it is Thursday, we are lucky to |
| 1:04.4 | have Luke Guerrero back with us. |
| 1:06.8 | Welcome back, Luke. |
| 1:07.8 | Thanks, Justin. |
| 1:08.8 | Excited to be here. |
| 1:09.8 | Yeah, and this is an interesting time in markets and a lot of geopolitical wins that are |
| 1:17.6 | continuing to fly all which way and influence the market in so many different manners. |
| 1:24.8 | That's what we are here to help unpack is try to distill the complexities of today's |
| 1:31.4 | market, which are ever changing, and try to distill them down to what matters and what |
| 1:36.5 | will impact the economies and markets. |
| 1:40.7 | We are here to answer your finance and investment questions per usual, and that is to do that |
| 1:46.6 | in a straight unbiased way, and help you build the tools to become a successful investor. |
... |
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