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Ep. 40 - A Conversation with Paul Poziumschi
Manage episode 432844843 series 3418642
المحتوى المقدم من Samantha Jones. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Samantha Jones أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Samantha and Paul P. , the Head of Transfix Market Intelligence, are meeting for coffee to talk macroeconomics and freight market predictions. In January, Paul authored a 6 month market outlook that said:
"It remains true that our core assumption (trucking demand is unlikely to pick up before Q2 2024) contrasts with the market consensus, as reflected, for instance, by Morgan Stanley trucking rate predictions. It is, nonetheless, worthwhile pointing out that we were also outliers in January 2023 when we predicted significantly lower rates through the year. We believe our core scenario to be neutral as opposed to pessimistic."
Join us as we get Paul's thoughts on if his predictions held up for H1 of this year, and what he expects to see in H2 of 2024.
Trimble Insight: September 15-17th in Las Vegas!
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Manifest Feb 10-12th in Las Vegas!
https://partner.manife.st/MeetMeForCoffee
JOC Inland24 Sept 29th - Oct 2nd
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