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Tracy Alloway

πŸ‘€ Speaker
2262 total appearances
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Appearances Over Time

Podcast Appearances

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

So management matters.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

It matters a real lot.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

But again, I know you're not, you know, on a day-to-day basis with XPO now, but do you get the sense that the trucking cycle has turned?

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

JB Hunt's in no time high too.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Yeah, a meaningful uptick in freight.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

There are...

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Several important gurus, analysts, and industry experts in trucking who have called a turn in the last couple of months.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

We'll see.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

A couple of months doesn't make a trend yet.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

But at the time, it looks like it's inflected.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

It looks like there's more goods moving.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

There's more freight moving.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Industrial America is starting to get a little bit better.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

There's more pallets on the road.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

It looks like trucking has gotten better.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

But it's early days still.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

I just have one last question.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

I guess it's basically about the business environment.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

So obviously interest rates are going to be a huge factor out of your control though, et cetera.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

So what can you do about it?