4.8 • 1.5K Ratings
🗓️ 17 January 2025
⏱️ 33 minutes
🔗️ Recording | iTunes | RSS
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0:00.0 | This episode is brought to you by Sun Express Airlines. |
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0:23.4 | long. So book now, tan later, at sunexpress.com. Now in 23, management teams and other industry experts |
0:35.2 | start, you know, perpetuating the end of the downturn because a typical |
0:39.2 | peak to trough is five to seven quarters. That's when you start to see the recovery. But it was a |
0:44.2 | playbook from a different time. The boom was pretty much unprecedented. They needed so much |
0:49.3 | money truck drivers that they weren't removing capacity when things started to turn negative. |
0:53.7 | Hello and welcome to the Barron Streetwise podcast. I'm Jack Howe. And the voice you just heard |
0:59.0 | is Jonathan Chappell. He's a transport analyst with Evercore ISI. Transport is in freight, trains, trucks. |
1:08.0 | There are signs that an unusually long downturn in freight profits is easing. |
1:14.4 | But Jonathan says to be cautious about recent good news. |
1:17.8 | We'll talk about that and hear about his favorite stocks. |
1:31.8 | Listening in is our audio producer, Jackson. Hi, Jackson. |
1:32.8 | Hey, Jack. |
1:33.8 | Things are looking better. |
1:35.3 | There's tremendous destruction out in LA. |
1:38.3 | But in terms of the immediate danger from fire, things are looking better near your place. |
1:42.3 | You've told me. |
1:43.3 | That's all I've heard about from the past week |
... |
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