On this very special and rather sad day, Andrew and Seth co-host Great Quarter, Guys for the final time together. The two discuss UPS earnings, Lowe's private label acquisition, the Crocs Comeback, and the potential shipping tsunami headed for a port near you.
Andrew Cox is joined by a special co-host, FreightWaves Lead Economist Anthony Smith, for episode 66. Andrew introduces a new Chart of the Week segment, the two debate the bidding war for Kansas City Southern, and discuss the most important economic data for trucking right now.
Andrew and Seth interview UBS Senior Equity Research Analyst Tom Wadewitz about the rationale behind his recent trucking downgrade, his favorite stock picks in transports, what he thinks of the CPKC merger and more.