Craig and Julie cover the entire supply chain spectrum in this packed episode! GEODIS CEO Laura Ritchey recaps her first year leading the company, while John Brooks introduces the new WOW Supply Chain Activity Index from Warehouse on Wheels. Plus, Sope Creek Capital’s Kevin Nolan breaks down recent earnings and freight trends, Port of LA Executive Director Gene Seroka celebrates a record-breaking month, and FreightWaves’ Eric Kulisch unravels the mystery of a ghost fleet of unbranded cargo planes. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves Today | August 4

FreightCasts

Welcome to FreightCasts. It is another jam-packed show. It is Tuesday. Julie, I gotta tell you, this is August. Your kids are about to go back to school. Are you excited? I am. Yeah, we meet the teacher this evening and they go back on Thursday. The summer flew by. You seem sad about it. My wife would put them into camps all summer. I can't believe summer's over. Yeah, I just feel like summer went by really quickly and I don't know that we enjoyed it quite as much.

Well, you're a little busy. A little busy. But I'll be happy to be back in the routine, certainly. But I'm not looking forward to getting everyone dressed and out the door every morning. Well, there is that. This is also college football season and starting. That's what I always look forward to. So I can't believe it's August. It's really crazy. You know, the freight market's a bit quiet. I mean, we've talked about it. What is interesting, and you're going to get into this, the ISM data, is actually quite robust.

Which it does tell us this manufacturing recovery that we've been talking about, that the freight data has been revealing, is being affirmed by, again, the ISM data. Which is interesting how much it has lagged. Like, we started to see the industrial recovery in November. ISM, I expected it to be a little stronger earlier. But there's no doubt about it that the industrial economy is certainly recovering.

Yeah, I mean, this is the seventh month in a row, I believe, of continued expansion. So it's certainly continuing to move in that direction. All year. We saw it in November.

FreightWaves Today | August 4

Read the full transcript

The candid version is on a podcast,
not the earnings call.

FreightWaves Today | August 4

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.