WHAT THE TRUCK?!?

FreightWaves
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Sep 10, 2018 • 6min

Bonus Episode - Hurricane Florence Update

JP and Chad sit down with Eric Adamchick, Meteorologist and Weather Analyst for RiskPulse, for a quick conversation about Hurricane Florence. This episode of What The Truck?!? was recorded live at Trimble’s in.sight 2018 conference and is sponsored by Trimble. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 7, 2018 • 36min

What The Truck?!? - September 7, 2018

This week, JP and Chad begin with Bell’s Two-Hearted (not exactly a surprise), and Hutton and Smith’s Marzen style Rocktoberfest. Then, they're good and ready to take on an extravaganza of this week's headlines in logistics. Headlines of the week: Andrew Silver, freight prodigy, is running the hottest brokerage in Chicago K & L Freight doubles down on data analytics and financial services Autonomous vehicles, crowdsourcing, drones and even humans are all seeking a place at the last-mile table BNSF intermodal facility on hold as Port of Los Angeles and City ponder next move Finally, the dynamic freight duo takes on eight headlines in under two minutes (barely!). Chad asks JP: Dallas freight volumes drop, West Coast surges xChange helps container lines cut expenses by reducing empty containers transit CargoX CEO: smart contracts reduced BoL transfer time to 4 minutes Deutsche Bank starts following six transport companies; e-commerce is a big factor in its ratings JP asks Chad: Authenticating the supply chain: Bonafi’s blockchain solution to counterfeiting Manufacturing activity surges to a 14-year high as producers shrugs off tariff concerns One year after Harvey, tropical storm Gordon threatens Gulf Coast Offshore wind power stations on the East Coast would bring in 25,000 jobs Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 31, 2018 • 33min

What The Truck?!? - August 31, 2018

Headlines of the week: It appears we've upset the Journal of Commerce Electric bike-sharing companies need to look at the Chinese bike debacle before aggressive expansion Five years in, China’s Belt and Road looks like a giant debt trap ATRI makes the case for more HOS flexibility Big Deal, Little Deal? Chad asks JP: ZED Connect moving beyond ELDs into vehicle intelligence: big deal, or little deal? UPS announces new merchant, warehouse matchmaking platform: big deal, or little deal? Average mpg up 2% among 20 top fleets as fuel-efficient technology deployment grows: big deal, or little deal? North America's auto supply chain up in air as Canada wants in on "Nafta 2.0": big deal, or little deal? JP asks Chad: Anheuser-Busch bringing beer to blockchain advertising with Kiip: big deal, or little deal? Mexico instates first ever hours of service regulations: big deal, or little deal? Still striking out: the lasting impacts of the ten-day truck strike in Brazil: big deal, or little deal? Regional manufacturing readings are mixed as tariffs and trucking capacity disrupt activity: big deal, or little deal? Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 24, 2018 • 32min

What The Truck?!? - August 24, 2018

JP and Chad pop the top of a Bell’s Two-Hearted and Green Bench IPA and get primed for running down some of the headlines of the week. How a New York Jets' tackle came to invest in FreightWaves...and a lot of other technology Where’s Bezos? Top 5 places Amazon HQ2 will land according to SONAR FMCSA to open debate on HOS regulations Intermodal trucking takes up fight against U.S. tariffs aimed at equipment Then, the dynamic freight duo take on a whopping eight headlines in under two minutes. Or do they? Trident Transport: a young brokerage killing it in Freight Alley: big deal, or little deal? Maersk offers trans-Pacific container space on new exchange as peak season hits: big deal, or little deal? BiTA board member, UPS, awarded patent for blockchain-related application: big deal, or little deal? Uber Freight launches solution for shippers to speed load tendering process: big deal, or little deal? PepsiCo aims for DIY bevs with acquisition of SodaStream: big deal, or little deal? Freight.Tech announces InnovationLab at MarketWaves18: big deal, or little deal? Slync inks Global Partnership with FreightWaves: big deal, or little deal? No, legalizing cannabis would not make it cheaper than before: big deal, or little deal? Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 17, 2018 • 32min

What The Truck?!? - August 17, 2018

First, Chad and JP parry and thrust between a Bell’s Two-Hearted and a Sweet Water IPA. Then, they dive into a couple of driver headlines, some tough tariff talk, and then they absorb some exciting tech news. Headlines of the week: Walmart faces $50k fine for allowing truck parking at Illinois store Safeway delivery drivers make history with newly ratified union contract Sen. Corker interview: Trump ‘ready-fire-aim’ on tariffs 162 transportation and logistics companies make the 2018 Inc. 5000 Finally, the dynamic freight duo take on another eight headlines in under two minutes with another round of Big Deal, Little Deal? Home Depot sees higher costs as tight transport markets bite retailer: big deal, or little deal? Updated: Universal Logistics adds to its intermodal and drayage business with Southern Counties purchase: big deal, or little deal? Redwood Games raise $75K for vets with PTSD: big deal, or little deal? Will Berkshire Hathaway buy Southwest Airlines? Morgan Stanley analysts weigh in: big deal, or little deal? Solar farms, CO2 and mobile racking part of the journey as RLS Logistics transforms traditional cold storage: big deal, or little deal? Uber sees a 38% yearly increase in gross bookings as it gears up to face competition: big deal, or little deal? How one little autonomous shuttle in Quebec thinks it can: big deal, or little deal? Warburg Pincus puts $35 million into start-up targeting dray/short-haul market: big deal, or little deal? Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 14, 2018 • 28min

Bonus Episode - The History of BiTA

JP and Zach Strickland were at the McLeod CFO conference at the Westin in Nashville. We sat down with BiTA Managing Director and co-founder (and FreightWaves CEO!) Craig Fuller and McLeod's VP of Special Projects Ken Craig, also a BiTA cofounder, to talk about the history of the Blockchain in Transport Alliance. We talk about technology alliances, intellectual property, data standards, and, of course, the promise of blockchain. BiTA.studio Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 10, 2018 • 36min

What The Truck?!? - August 10, 2018

First, the dynamic freight duo compare Bell’s Two-Hearted (shocker!) versus Drivin and Cryin Straight to Hell IPA. Then, they cover the headlines of the week from Uber to toys to blockchain to Bangladesh. Uber spins off Uber Freight as separate business unit, brings back Lior Ron to lead Toys ‘R’ Us bankruptcy leaves retailers anxious to pick up the slack Maersk, IBM open blockchain platform to world as they seek additional partners The shipbreaking industry where workers die on the shores of Bangladesh And after all that goodness, they tap into a competitive round of Big Deal, Little Deal? Volkswagen AG could recall 124,000 electric and hybrid cars due to poisonous cadmium presence: big deal, or little deal? Redwood announces cross-border supply chain solution to simplify shipping to and from Mexico: big deal, or little deal? XPO's Last Mile business putting down its first facility in Canada: big deal, or little deal? Nikola raises $100 million in August, anticipates oversubscribed Series C: big deal, or little deal? Women make better drivers than men so why aren't there more during a capacity crunch?: big deal, or little deal? Retaliatory tariffs sour US cranberry market: big deal, or little deal? Rising transportation costs, Brazil trucking strike put pressure on Kellogg's profit margins: big deal, or little deal? A strong quarter for 3PL Expeditors, but ocean freight shows some weakness: big deal, or little deal? Then we look back to the McLeod CFO conference as JP and Zach talk to McLeod Manager of Product Development Robert Brothers about Capacity Creator, a new machine learning tool to automate brokers' workflows. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 3, 2018 • 38min

What The Truck?!? - August 3, 2018

Surprise, surprise, JP knocks back yet another round of Bell's Two-Hearted, and what's even more surprising is Chad joins the dark side and follows suit. Then, they lay waste to the headlines of the week: Uber shuts down self-driving truck program, leaving questions about Uber Freight's future Weekly Market Update 7.31.18 - Freight markets still cooling but history says not for long August Economic Roundup Federal standards or state's rights? Making sense of Denham and Dynamex Key takeaways from Stifel’s deep dive on trade war risk Then, the dynamic freight duo destroy another round of Big Deal, Little Deal? How do they do it? Blockchain for babies: Nestlé to test blockchain tech on Gerber products: big deal, or little deal? Reckless driving boosts likelihood of a future crash, and other findings from ATRI’s Crash Predictor Model: big deal, or little deal? The future of electric vehicles lie in the sourcing of lithium and cobalt for batteries: big deal, or little deal? Data standardization is the need of the hour in the maritime industry: big deal, or little deal? Pilot Flying J expands reach into oil and gas service: big deal, or little deal? Amendment for another year of livestock ELD exemption makes it on to Senate spending bill: big deal, or little deal? UPS and Thor collaborate to test electric delivery trucks: big deal, or little deal? Another Lawson lawsuit? John R. Lawson Rock & Oil speaks out against CARB regulations: big deal, or little deal? Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 27, 2018 • 37min

What The Truck?!? - July 27, 2018

JP and market analyst Zach Strickland climb in 'The Grumpy Pete', a customized 2003 Peterbilt, and crack open some Foster's Ales with Dean Croke, FreightWaves' Chief Analytics Officer. We talk about Dean's experiences driving two million miles through the Australian outback, and then we turn to earnings week: Knight-Swift Transportation misses earnings mark with lagging refrigerated segment Werner's earnings trounce the estimates, with EPS almost double a year earlier After a strong quarter, Norfolk Southern management asked: why aren't you more like CSX? Strong earnings be damned: trucking stocks are getting crushed Tuesday Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 25, 2018 • 32min

Bonus Episode - Live from McLeod CFO Conference

JP and market analyst Zach Strickland were at the Westin in Nashville for McLeod's CFO conference and recorded a special episode of What the Truck?!? from the event. They talk about declining lengths of haul in the age of e-commerce, the current environment for mergers & acquisitions in transportation, and the Trump tax reform's impact on new truck orders. Topics included the difference in valuations for asset-light and asset-heavy companies, the importance of culture when considering a deal and going through integration, and historical data on driver retention. Learn more about your ad choices. Visit megaphone.fm/adchoices

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