Craig Fuller - The Impending Freight Recession

1

Introduction

00:00 • 2min

2

Is It Limited to Trucking Recession?

01:39 • 4min

3

What Happens When China Shuts Down?

05:58 • 3min

4

The Back Hall of Containers in the United States

08:52 • 2min

5

Inventory Levels Aren't Compensated High

11:19 • 5min

6

Is There a Way to Separate Dollars From Volumes?

16:05 • 3min

7

What's Fascinating About This?

19:09 • 5min

8

How Long Can This Problem Go On?

24:34 • 5min

9

Cascading Supply Chain Effects of China

29:39 • 2min

10

What's the Resiliency of Suppliers?

31:38 • 1min

11

Is This a Threat to the American Supply Chain?

32:55 • 5min

12

Is There a Supply Chain in China?

38:17 • 2min

13

What Was It Like When J B Hunt's Stock Was Down?

40:16 • 5min

14

JB Hunt Is a Trucking Company

45:09 • 2min

15

Is El Dominion a Good Market?

47:35 • 4min

16

How Do You Get Into the Freight Business?

51:05 • 5min

17

Are We Going to Create Another Toilet Paper Crisis?

56:08 • 3min

18

Those Second Hand Stores Are Really Good Stock Plays

59:02 • 2min

19

The Driver Shortage in the Trucking Industry

01:00:40 • 6min

20

The Price of Fuel Doubled - Is That Really the Number on Variable Cost?

01:06:11 • 2min

21

Trucking - Supply and Demand Matters

01:08:09 • 4min

22

Is JB Hunt a Good Company in Any Cycle?

01:11:56 • 2min

23

Skilets Make Absolute Sinn

01:13:59 • 4min

24

Is There a Market for Speculative Bubbles?

01:17:50 • 3min

25

Is the Housing Crisis Real?

01:20:42 • 3min

26

You Can Be Baris, Andlikbi

01:23:45 • 4min

27

Supply Chain Data

01:27:59 • 2min

28

Freight Waves - Is There a Central Motivation?

01:30:01 • 2min

29

Is the Fed Going to Be Late to the Game?

01:31:57 • 3min

30

Is Twitter a Disaster?

01:34:44 • 2min

31

The Power of Twitter

01:36:34 • 4min

32

The Value of Twitters Putting a Thought Out

01:40:38 • 2min

33

I Think He's Going to Change the Whole Ethos of the Come

01:42:25 • 2min

34

Donald Tromp, You Can't Muzzle Donald Trump

01:44:08 • 2min