Freightonomics

40 Episodes
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By: FreightWaves

At the crossroads of economics and freight there is Freightonomics. This show is hosted by FreightWaves market expert Zach Strickland and economist Anthony Smith.

May-cember
05/01/2025

Zach and John Paul Hampstead bring on Dr. Zac Rogers, co-author of the Logistics Managers’ Index to discuss the influence of tariffs on supply chains.

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The North American tariff special
03/06/2025

Zach and economic researcher Michael Rudolph discuss the recent tariff and American trade policy and its impact on the economy and supply chains. 

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Balancing branches
02/20/2025

Zach and Tony bring on Dr. Zac Rogers to discuss the latest LMI readings and dive deeper into inventory management practices among the shipping community. 

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All out of love
02/13/2025

Zach and Tony discuss what we have learned over the past two weeks of tariff implementations and pauses, while also discussing why freight market optimism has not manifested into a significant market shift.

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Uncertainty is certain in 2025
01/30/2025

Zach and Tony discuss the looming tariffs and their potential and current impact on supply chains as well as a few takeaways from earnings season.

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Containing the containers
01/23/2025

Zach and Tony bring on Dr. Zac Rogers to discuss the latest Logistics Manager’s Index data and ask why upstream demand appears to be booming.

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Calmer seas
01/16/2025

Zach and Tony discuss what the cease fire in Gaza and ILA labor resolution means for shippers and domestic transportation providers. Also, inflation keeps the economic outlook grey.

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Transportation trends to watch in 2025
01/09/2025

Zach and Tony discuss how winter weather disruptions kicked off the new year and what are the most important supply chain topics and trends to watch in early 2025.

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Let’s circle back on that
12/05/2024

Zach and Tony bring on Dr. Zac Rogers to discuss what the latest LMI readings suggest for transportation and logistics in 2025.

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Drowsiness
11/14/2024

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Election takes for transportation
11/14/2024

Zach and Tony bring on Dr. Zac Rogers to discuss the latest LMI results and what the election outcome means for supply chains and transportation.

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Vulnerability
10/31/2024

Zach and Tony discuss the growing optimism among transportation service providers that the great freight recession is ending and the data that supports or disputes this claim. Also, the market may not be completely over the impacts of the ILA strike.

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Great quarter guys?
10/25/2024

Zach and Tony discuss why the LTL environment appears to be deteriorating and hot takes from some significant earnings calls.

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Seasonality’s return
10/17/2024

Zach and Tony discuss the impact of three supply chain disruptions in the past month and takeaways from J.B. Hunt’s 3Q earnings.

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The cost of catastrophe
10/10/2024

Zach and Tony discuss the early impacts of Milton and bring on Dr. Zac Rogers to discuss September’s LMI results.

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ILA strike impacts
10/03/2024

Zach and Tony discuss the impacts of the ILA strike thus far and what it could mean as it progresses. 

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Chaos it is Not
09/26/2024

Zach and Tony discuss the lack of freight market responsiveness to a major landfalling hurricane and the looming ILA strike.

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The cost of appreciation
09/19/2024

Zach and Tony bring on Ofelia Chernock to discuss driver appreciation week and the value of positive reinforcement and its impact on driver retention. Also the Fed’s surprise cuts and its impact on transportation markets and an update on the ILA strike.

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What, me worry?
09/13/2024

Zach and Tony ask the question about what to be concerned about regarding the ILA strike and other potential supply chain disruptions.

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Everything in moderation
09/05/2024

Zach and Tony bring on Dr. Zac Rogers, co-author of the Logistics Managers’ Index, to discuss the latest LMI reading and what appears to be a slight moderating trend in the transportation market.

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Ongoing challenges
08/29/2024

In this insightful episode, Freightwaves' Zach Strickland and Tony Mulvey dive deep into the current state of the freight market as we head into the Labor Day weekend. They explore the evolving landscape of the trucking industry, focusing on how advancements in technology, such as AI-enabled safety platforms, are transforming fleet management and safety protocols. With a special guest appearance by Adam Lang from Netradyne, they discuss the critical role of technology in mitigating risks, improving safety scores, and managing litigation costs. Tune in to understand how these trends are shaping the future of freight and how carriers can...


Oh Canada
08/22/2024

Zach and Tony discuss potential impacts of the Canadian railroad strike and the latest historic labor figure revision. 

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Striking a deal
08/15/2024

Zach and Tony discuss the looming rail and port strikes and impact to the import market.

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Correction
08/08/2024

Zach and Tony bring on Dr. Zac Rogers to discuss the July Logistics Managers’ Index takeaways and whether or not the recent stock market volatility is telling us anything about the economy. 

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Looking to podium
08/01/2024

Zach and Tony discuss the “green shoots” many companies are reporting in the trucking sector while some other sectors of the economy like CPG are seeing the opposite signals.

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The ROI of safety
07/25/2024

Zach and Tony bring on Adam Kahn from Netradyne to discuss how safety has become more important than ever as insurance costs and liability soars for carriers.

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Prime time
07/18/2024

Zach and Tony bring on Dr. Zac Rogers to discuss the latest Logistics Managers Index and whether or not supply chains have become too short sighted. 

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Second half shift
07/11/2024

Zach and Tony discuss the CPI release, the first hurricane landfall of the year, and the new evidence for a transportation market shift later in the year. 

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Weather ready
06/27/2024

Zach and Meteorologist Kaylee Nix discuss the impact of weather on supply chains and why this year’s hurricane season is expected to be active.

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2nd Half Expectations
06/21/2024

Zach and Tony recap the first half and discuss what to expect in the back half of 2024.

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Waiting game
06/13/2024

Zach and Tony discuss the strong-ish start to summer shipping and the recent Fed meeting takeaways. Also, service issues on the ocean may be propping domestic demand.

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Hopium abounds
05/23/2024

Zach and Tony discuss the return of long term optimism for the economy and among transportation providers and whether it is warranted.  

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Checking in
05/16/2024

Join us for a deep dive into the latest trends in the freight market in this episode of Freightonomics. From the impact of Roadcheck Week to the nuances of tender rejection rates and market dynamics, Zach Strickland and Tony Mulvey provide insightful analysis backed by data. Discover how recent events like the spike in tender rejection rates and spot rates are influencing the market and what it means for carriers and shippers alike. Plus, gain valuable insights into key economic indicators like the CPI, retail sales, and the labor market. Don’t miss out on this comprehensive discussion on th...


Losing confidence
05/02/2024

Zach and Tony discuss despite relatively strong economic figures consumers are still not feeling great fiscally. 

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Governance
04/26/2024

Zach and Tony discuss the early GDP release, explain what the new meaning of a yield curve inversion is, and how a few key legal developments may impact transportation.

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Playing the turn
04/18/2024

Zach and Tony discuss how both carriers and some level of shipper are responding to expectations of a market shift. Plus takeaways from J.B. Hunt earnings and Knight Swifts modified expectations. 

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Eclipsing Inflation
04/11/2024

 Welcome to Freightonomics!

 In this episode, Zach Strickland and Tony Mulvey delve into the latest CPI release and its downstream impacts on the freight market. From seasonal trends to organizational conferences, they dissect how various factors are shaping the current landscape. Join the discussion as they analyze the freight market’s trajectory, explore demand dynamics, and discuss the implications of rising inflation on supply chain management.

 Key Highlights:

CPI insights: Exceeding expectations and its implications Seasonal trends: Exploring April’s impact on the freight market Organizational conferences: Navigating industry synchronization Freight market analysis: Evaluating tender...


Counting trucks
04/04/2024

Understanding the Freight Market: Supply, Demand, and Economic Insights

Welcome back to another episode of Freightonomics, where we dive deep into the world of freight, economics, and market intelligence. Join hosts Zach Strickland, Head of Freight Market Intelligence, and Tony Mulvey, Economics Expert, as they dissect the latest trends and developments shaping the industry.

In this episode:

Market Update: Zach and Tony break down the latest trends in truckload demand and capacity, providing insights into tender rejection rates and spot market activity. Economic Analysis: They discuss the broader economic landscape and its impact on...


Collapse
03/28/2024

Zach and Tony discuss the impact of the Baltimore bridge collapse as well as a disturbing trend for transportation service providers.

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Holding Pattern
03/22/2024

Zach and Tony discuss the wait and see approach that seems to pervade current economic and transportation market policies.

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