This episode is a fascinating deep dive into the complex world of logistics. Our guest is Chris Jamroz, CEO of Roadrunner, a serial logistics entrepreneur who has indeed seen and done it all over his career.
Chris provides colorful anecdotes about his past 100+ acquisitions and turnarounds, including the challenges and lessons learned along the way. He then gives listeners an up-close look at his current ventures - Roadrunner, an LTL shipping company known for its blazing-fast delivery speeds, and Global X, a rapidly growing charter airline.
The wide-ranging discussion touches on how the pandemic disrupted global supply chains and the "nearshoring" trend of moving manufacturing closer to home. Chris also shares insightful perspectives on economic conditions, the potential and limitations of automated trucking, and the value private equity brings to facilitating turnarounds.
For those interested in alternative investments, Chris even discusses how his family office allocates to areas like equipment leasing, real estate, and hedge funds. Overall, it's a very entertaining and educational podcast that provides a true insider's view of the logistics industry. SEND IT! Chapters:
00:00-01:19= Intro 01:20-06:49= Extracting value across the continent
06:50-13:45= Quality freight transportation, LTL Players, allure of trucking life, 100+ acquisitions
13:46=26:00= Logistics & the global economy, freight recession post COVID spikes & the global supply
26:01-33:58= Rate pain points, the trigger effect, inflation & automated trucking – is it even possible?
33:59-45:20= Private equity = Devil or angel? Removing barriers & Deserving the right to grow
45:21-51:10= LyonIX & other ventures
Learn more about Chris: https://chrisjamroz.com/ & Roadrunner and follow along with Chris on LinkedIn @ Chris Jamroz & Roadrunner
Don't forget to subscribe to The Derivative, follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.
Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer
The Conscientious Culture behind Risk Control with Kapil Rastogi of PlusPlus
Setting the record straight – Trend following: the proof is in the track record with Marty Bergin of DUNN Capital
WTF?! Will 0DTE Cause Gammageddon? With Mike Green and Craig Peterson
You still don’t have enough Trend Following or Foreign Equity exposure with Meb Faber
Volatility as an Asset Class with Jason Buck, Zed Francis, Rodrigo Gordillo, and Luke Rahbari
We’re Back!! Talking Trend, Miami, and Volatility with Nasdaq’s Kevin Davitt
Why hasn’t “VOL” done better amidst stock market losses in 2022 with Logica’s Wayne Himelsein
What the hell is going on in logistics and is there any relief in sight? with Woodson Dunavant
Getting Long Skew in Short (term) trading models, with Quest Partner's President, Michael Harris
Being a GenZ’er during Crypto Winter with @DeadCaitBounce's Caitlin Cook
WTF is LDI, and What’s working in Vol Trading with Zed Francis of Convexitas
Is there room for a VIX competitor, SPIKES founder Simon Ho sure thinks so.
Hurricanes, Cat Bonds, and the Billions at Risk with Dr. Jeff Masters and Chris McKeown
The Game of Trading with SIG Alums Kris A, Tina L, & Steiner
Trends, Inflation Protection, & Getting Investors to the Finish Line with Eric Crittenden of Standpoint
Nobody is prepared for a 2nd leg down, with Ari Bergmann of Penso Advisors
The Business of Staying Wealthy with Homer Smith of Konvergent Wealth
There’s no Stupid Options questions, just Stupid Options Courses, SurgiFi attends Benn Eifert’s Class
Using the Laws of Trading to find our edge with Agustin Lebron
It's not whether commodities keep going up, it's whether they remain distinct and volatile with Tim Pickering of Auspice
Create your
podcast in
minutes
It is Free
The Business Of
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast