• Ep. 40 - A Conversation with Paul Poziumschi

  • 2024/08/06
  • 再生時間： 40 分
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Ep. 40 - A Conversation with Paul Poziumschi

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  • 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!
    https://lnkd.in/gJK6D6yc

    Manifest Feb 10-12th in Las Vegas!
    https://partner.manife.st/MeetMeForCoffee

    JOC Inland24 Sept 29th - Oct 2nd
    https://events.spglobal.com/lBB1Mg?rt=w0TJfQHp_0iuVZRXbMJUcQ&RefId=SJ
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あらすじ・解説

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!
https://lnkd.in/gJK6D6yc

Manifest Feb 10-12th in Las Vegas!
https://partner.manife.st/MeetMeForCoffee

JOC Inland24 Sept 29th - Oct 2nd
https://events.spglobal.com/lBB1Mg?rt=w0TJfQHp_0iuVZRXbMJUcQ&RefId=SJ
経済学
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