Esther Fung

Esther Fung, a Wall Street Journal reporter specializing in logistics, joins the conversation to unveil the complexities within the freight industry. She discusses how logistics companies are adapting to ongoing shifts caused by trade wars and lingering pandemic effects. The podcast highlights the landmark merger between Union Pacific and Norfolk Southern, raising questions about efficiency and community impacts. Additionally, Fung shares insights into how major players like UPS and FedEx are strategizing for the upcoming retail peak season amidst fluctuating demand.

This podcast discusses the potential impact of the Federal Reserve's decision on interest rates and how it may affect the stock market. They also delve into FedEx's shift towards adopting technology in their business strategies and the implications for investors. Additionally, the podcast explores the emerging trend of music royalties becoming asset-backed securities and the opportunities it presents for investors.