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
Cotton the Canary, Why it’s a leading indicator, and how it’s traded with Ron Lawson
Trend Following Crypto with Leigh Drogen of Starkiller
TIPS, Options & Rates. Increased Volatility environments with Nancy Davis
It’s Not a Fed Put, it’s a Fed Short Call! And more inflation thoughts with StoneX’s Vincent Deluard
Algorithmic Sports Betting, Trading Metals to Trending Commodities, & Crypto’s Future with Charlie McGarraugh of Blockchain.com
What happens in Vegas…. Gets Dished on this Pod. Overheard at a Derivatives Conference, Part 1
Wine as an Asset Class: Demands, Dilemmas, & Distribution with Vinovest's Anthony Zhang
Vol Arb, Rates Vol, Dispersion, & Risk Premium. Part II with Noel Smith
Setting the Risk Parity Record Straight (it’s NOT just stocks/bonds) with Resolve’s Rodrigo Gordillo and Mike Philbrick
The Glory Days, Market Making & Trading Options at the CBOE with Noel Smith of Convex AM
Trend Following, Signal Deterioration, & Crypto Modelling With Quant Artur Sepp
What’s New about the New -1x/+2x VIX ETFs SVIX and UVIX, w/ Stuart Barton, Jim Carroll & Vance Harwood
Using Emotions to Make Better Decisions and Deliver Results with ReThink’s Denise Shull
Hedge Funds vs ETFs, Passive vs Active, 70s Inflation vs Now, & Commodities vs CTAs with Simplify's Mike Green
Why is intraday trading so hard, Where is the ES liquidity, and When are most market moves happening (overnight), with Deepfield’s CEO, Bastian Bolesta
The Trillions of Dollars tracking Three Million Indices, with F.T.'s Finance Correspondent, Robin Wigglesworth
Commodity Volatility, Global Macro, and Trend Following with Alan Dunne from Archive Capital
Vol Persistence, The Unholy Trinity of Risk, and the (100 yr) Dragon Portfolio for our 100th episode with Chris Cole
A Macro take on Russia’s Gambit, Oil, Gold, Bitcoin and more with Luke Gromen
VIX in the 30s, talking market shocks and VIX spikes with Brian Stutland of Equity Armor
Create your
podcast in
minutes
It is Free
Get Creative with Pace Morby
U.S Property Podcast
Aligned Money Show
The Ramsey Show
The Clark Howard Podcast