During this episode, Santosh is joined by Zach Strickland, Director of Freight Market Intelligence, FreightWaves SONAR a price reporting agency (PRA) that provides real-time data and analytics for the global freight market. In this conversation, Santosh and Zach discuss the current downturn in the freight market, challenges in inventory management, and the impact of geopolitical factors. Zach shares his transition from finance to freight, emphasizing the importance of data in logistics. They also explore key indicators like tender rejections and the disconnect between the freight and service economies. Looking ahead to 2025, they explore potential demand shocks and the evolving strategies needed to navigate supply chain complexities, and so much more.
Highlights from their conversation include:
- Zach's Journey into Freight (1:00)
- Transition to Data in Freight (3:15)
- Understanding Data's Value (5:21)
- Current State of the Freight Market (6:29)
- Tender Rejections and Market Indicators (8:38)
- Predictions for 2025 (9:38)
- Historical Context of Supply Chain Stability (11:46)
- Freight Recessions Explained (13:04)
- Duration of Recessions (16:43)
- Indicators of Freight Recessions (19:00)
- Current Trends in Intermodal Growth (22:06)
- LTL Market Trends (25:16)
- This or That Segment (28:48)
- Final Thoughts and Takeaways (31:23)
About The Future of Supply Chain
During each episode of The Future of Supply Chain, we sit down with a different entrepreneur, investor, or industry veteran to discuss their story, views on the industry, and how we can collectively build the future of supply chain together. Listen to more episodes at https://www.dynamo.vc/podcasts.
About Dynamo Ventures
Dynamo Ventures is a pre-seed and seed stage fund that invests in supply chain and mobility startups, worldwide.