The freight industry has long been thought of the circulatory system of the economy.It's how the things bought & sold through commerce get from point A to point B in the real world. And when today's guest last appeared on this channel back in November, he warned that freight volumes had fallen dramatically due to tariff uncertainty and economic sluggishness. A recession in the economy of "real things" looked imminent.But...the situation now seems to be experiencing a sharp and welcome turnaround. Freight volumes are up. And US manufacturing is on course to enjoy one of the best markets in years.What's responsible for this happy development? How sustainable does it look to be? Could the ramifications of the war in Iran and the resulting oil price shock derail this recovery?To discuss, we're fortunate to welcome back to the program Craig Fuller of Freightwaves, a price reporting agency (PRA) focused on the global freight market and the leading provider of high-frequency data for the global supply chain.WANT PROFESSIONAL HELP? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#economy #transportation #industrial _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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