Welcome back to FreightWaves Today! In this jam-packed episode, we break down why the freight market is showing intense resilience during a typical holiday lull and look ahead at what could be the next massive freight super cycle. From massive rail network mergers to the latest macro-economic strains shifting supply chains, we’ve got the data, the insights, and the expert perspectives you need to stay ahead of the curve. Anne Reinke, President &amp; CEO of the Intermodal Association of North America (IANA), joins the show to discuss why domestic intermodal is booming, tackling data fragmentation via AI, and battling the disturbing rise of mid-transit cargo theft. Chris Wofford, Managing Partner of Wofford Advisors, weighs in on the return of private equity, capital deployment, asset vs. asset-light valuations, and whether structural changes are driving an industry consolidation &quot;barbell.&quot; Zach Strickland is joined by Dr. Zach Rogers to unpack the latest Logistics Managers&#x27; Index (LMI) data. Discover the widening divide between large and small firms, inventory stocking trends, and why transportation utilization has hit its highest rate expansion in eight years. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves Today | July 9

FreightCasts

Welcome to FreightWaves Today. It is Thursday, and we are through the better part of the week. This has been a great week. Coming off July 4th, Julie, just the fact that the freight market looks to be strong on a holiday week. You know, we've talked to some folks, channel checks say that, you know, everyone's sort of recovering from the holidays. A lot of people on vacation. Yes. So it is, but it's a great week. We've got a great show today. We do have a great show today. We have Anne Reinke, who will join us from IAM.

Anne Reinke, which super excited about that. She's the president and CEO. We also have Chris Wofford here, the founder and managing partner at Wofford Advisors. We'll talk about M&A a little bit. Yeah. Got a really good sonar update today. It's like, I loved it. So I'm excited to go through the sonar update. Yeah. I mean, like, obviously excited about where the industrial economy is doing. We got the chance to hear from the railroads yesterday. And, you know, this is sort of fitting. We've got rail intermodal, you know, intermodal is

multimodal across all modes traffic. But I think obviously it's at least domestically is mostly referencing the rail intermodal. We're going to hear from Anne to talk about that. What's great about it is I'd like to get her perspective on what it was like. We talked about this yesterday. Going from the truck brokerage, the TIA, which I know does is much broader than just truck brokerage, but predominantly truck brokerage, into intermodal, which is also an intermediary.

FreightWaves Today | July 9

Read the full transcript

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

FreightWaves Today | July 9

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.