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Ryan Petersen

๐Ÿ‘ค Person
1877 total appearances

Appearances Over Time

Podcast Appearances

The Knowledge Project
Ryan Petersen: Building Flexport

I think the market's โ€“

The Knowledge Project
Ryan Petersen: Building Flexport

shrinking again from the peak that we hit post-COVID, but our own volumes were like 30% year-over-year growth.

The Knowledge Project
Ryan Petersen: Building Flexport

I've never been like a macro person.

The Knowledge Project
Ryan Petersen: Building Flexport

I'm not an investor like that.

The Knowledge Project
Ryan Petersen: Building Flexport

So it doesn't matter to me that much.

The Knowledge Project
Ryan Petersen: Building Flexport

I guess it's, I mean, Buffett's right.

The Knowledge Project
Ryan Petersen: Building Flexport

Like the logistics, but it's the international stuff is so less seasonality.

The Knowledge Project
Ryan Petersen: Building Flexport

There's a lot of weirdness in lately in this tariffs data that is just like, I don't know if that means you want to know what the consumers are doing.

The Knowledge Project
Ryan Petersen: Building Flexport

Ultimately, what are they buying and selling?

The Knowledge Project
Ryan Petersen: Building Flexport

And a lot of, there's just a huge amount of noise.

The Knowledge Project
Ryan Petersen: Building Flexport

Like they didn't ship that much less or more because of consumer demand.

The Knowledge Project
Ryan Petersen: Building Flexport

That was like, you know, cost and inventory forecasting.

The Knowledge Project
Ryan Petersen: Building Flexport

And so I don't, it's probably if I had my access to any data, it would be the consumer sales data from all the customers and inventory levels.

The Knowledge Project
Ryan Petersen: Building Flexport

I just don't know.

The Knowledge Project
Ryan Petersen: Building Flexport

The sales data, fine.

The Knowledge Project
Ryan Petersen: Building Flexport

I like public companies report on their sales.

The Knowledge Project
Ryan Petersen: Building Flexport

Inventory data, I've never understood.

The Knowledge Project
Ryan Petersen: Building Flexport

Like the U.S.

The Knowledge Project
Ryan Petersen: Building Flexport

government publishes these inventory metrics every month.

The Knowledge Project
Ryan Petersen: Building Flexport

Where did they get that?