Lee Klaskow

Lee Klaskow, a Senior Transport Analyst, analyzes UPS's positive earnings, highlighting strategic shifts that fuel cautious optimism in logistics. Michael Halen, Senior Restaurant Analyst, discusses Starbucks' recent sales decline and leadership changes under CEO Brian Nickel. Geetha Ranganathan, a US Media Analyst, explores the implications of Disney's leadership succession plans. Kiel Porter reports on safety issues at Rivian's plant, while John Butler examines the earnings landscape for AT&T and Verizon. Finally, Chris Gadomski shares insights on future advancements in nuclear reactor technology.

In this insightful discussion, Lee Klaskow, a Senior Analyst at Bloomberg Intelligence with extensive expertise in transportation, and Brian Oxley, Co-founder of Vector Global Logistics with a passion for impactful logistics, tackle the pivotal trends shaping freight by 2025. They cover the emergence of zero-click logistics, the role of automation in ports, and the challenges of freight theft and geopolitical tensions. Their analysis also highlights the dynamics of air, ocean, rail, and truckload sectors, emphasizing the necessity of nimbleness in an evolving landscape.

Lee Klaskow, a Senior Analyst at Bloomberg Intelligence, reveals UPS's bold plan to cut its Amazon business by 50%, raising questions about the future of logistics. Jacqueline Hawthorne-Robinson, CEO of Golden Krust, shares insights on the challenges facing casual dining amid inflation and a tech-driven landscape. Meanwhile, Harvard's Mihir Desai discusses the intricate web of big tech investments, suggesting that industry giants may be fueling their own competition. It's a lively exploration of the shifting sands in business dynamics!

Timothy Fiore discusses positive manufacturing data trends, Lee Klaskow analyzes UPS and FedEx outcomes, Carol Pepper shares market outlook, Steve Man delves into Tesla worries

Craig Trudell, Bloomberg's Global Autos Editor, discusses Tesla's impressive quarterly earnings that caused a stock surge and hints at future growth prospects. Jessica Kriegel, Chief Scientist of Workplace Culture at Culture Partners, highlights Boeing's labor contract issues and the cultural shifts influencing the company. Lee Klaskow analyzes UPS's earnings, shedding light on changing consumer behaviors. Finally, Terence Kawaja delves into the transformation in the digital ad tech industry, exploring the impact of AI and the evolving landscape.

Joanie Bily, Division President at Employbridge and Chair of the American Staffing Association, shares insights on the September U.S. jobs report, highlighting significant job growth trends. Ben Emons, Chief Investment Officer at FedWatch Advisors, discusses the Federal Reserve's approach to economic data and its implications. Lee Klaskow, Senior Analyst, dives into the recent dockworkers' strike's impact on logistics. David Welch elaborates on the EU's hefty tariffs on Chinese electric vehicles, emphasizing international trade tensions.

Geetha Ranganathan, a US media analyst, discusses the merger between DirecTV and Dish, aiming to reshape the pay TV landscape amid streaming competition. Dani Burger and Lee Klaskow highlight the looming threat of port strikes and its potential economic fallout. Jerry Cudzil talks about market fluctuations while Craig Trudell sheds light on challenges facing the European auto industry, stressing the need for collaboration in electric vehicle transitions. The podcast delves into significant sectors, offering insights into logistics and the evolving media environment.

Lee Klaskow, a senior transport analyst at Bloomberg Intelligence, dissects the fallout from the lockout of Canada’s major railways and its implications on North American supply chains. Michael McKee, an economics correspondent, delves into the anticipated Federal Reserve announcements from Jackson Hole and their market impacts. Brian Jacobsen, chief economist at Annex Wealth Management, shares insights on navigating market volatility and the outlook for growth amidst evolving economic landscapes.

Nathan Dean, a Senior Policy Analyst, discusses the implications of Kamala Harris potentially becoming president after Biden's exit. Steve Man shares insights on Tesla's record earnings and its future strategies, while Lee Klaskow analyzes UPS's disappointing quarterly performance. Mandeep Singh highlights Alphabet's strong AI investments, contrasting its growth with competitors like Meta. The talk also covers Spotify's impressive financial performance and challenges facing Comcast and AstraZeneca amid shifting market dynamics.

Lee Klaskow discusses UPS earnings, Henrietta Treyz focuses on U.S presidential race, Geetha Ranganathan talks about Comcast and Spotify earnings, Chris Wright delves into the energy sector, and Kevin Tynan previews Tesla earnings and discusses the auto industry state.