Barclays’ Oglenski on Earnings, Rail Margins

There’s plenty to unpack this year from road, rail, ocean and air freight markets as the 1Q earnings season kicks off with J.B. Hunt on April 16. In this Talking Transports podcast, Barclays’ director of airline and transportation research Brandon Oglenski joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to share his thoughts about the quarter and his longer-term outlook. With changes underway at Union Pacific, Norfolk Southern and Canadian Pacific Kansas City, Oglenski says this will be the year of the railroad. He also talks about precision schedule railroading, less-than-truckload prospects, the US Postal Service’s shift toward UPS and all of the freight that’s piling up in the West Coast ports. 

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