Great Quarter, Guys covers the state of freight from a data driven research powered approach. FreightWaves FreightIntel Research Team dives deep into the numbers, surveys, and people who drive the decisions behind the nation's movement of goods and the surface transportation of freight. Kevin Hill, Andrew Cox and special guests break it all down for you on a weekly basis.
What should Nikola do with its $700m in cash?
Andrew, Kevin and Seth talk about the next steps for salvaging Nikola and what to expect for Tesla's Battery Day.
Who got the better end of the NKLA-GM deal, and did SoftBank create the tech bubble 2.0?
Andrew and Kevin are joined again by Ben Gordon, Managing Partner and CEO, Cambridge Capital and BGSA, to discuss the importance of the NKLA-GM partnership. We also debate whether there will be demand for exoskeletons in warehouses, SoftBank's role in this tech "bubble", and the acquisition rumors for Amazon.
What's the next retailer domino to fall?
Andrew, Kevin and Seth detail who they think will be the next department store to fall, inflation, and Pershing Square's new blank check company.
Should every logistics company have a last mile strategy?
Live from the FreightWaves Carrier Summit, Andrew and Kevin host Ben Gordon, Managing Partner at Cambridge Capital and BGSA, to discuss final mile strategies, recent M&A activity and story stock SPACs.
Rockets and Uber Freight: Which valuation is wackier?
Andrew, Kevin and Seth talk ROCKETS. How big of a deal was SpaceX's successful Starship Hop last week and how much closer are we to commercial space travel? Then, we discuss that outrageous Uber Freight valuation. Also, we question whether it is time for the freight bears to throw in the towel.
Can Walmart double, and how big is the hydrogen stock bubble?
Andrew and Kevin are again joined by Freight Intel Group member, Seth Hold, to present the case for Walmart doubling in size. Next, we discuss how big the hydrogen truck stock bubble is and debate which department stores are at the biggest risk of bankruptcy.