PODCAST · business
The Supply Chain Economy with Fexingo: Logistics, Shipping, and Goods Movement
by Fexingo
Every morning, Lucas and Luna stand at the edge of a logistics warehouse mezzanine — not a studio — and track the real-time movement of goods across the global economy. This is not a supply-chain explainer for undergraduates; it's a daily data-grounded conversation for infrastructure investors, freight analysts, procurement directors, and anyone whose P&L depends on knowing whether the next container ship will be early or stuck at anchor. Lucas brings the live numbers from FRED's transportation-services index, yfinance's logistics-sector tickers, and RSS feeds from the Baltic Exchange, Port of Los Angeles, and maritime trade journals. Luna pushes back with the operational reality: What does a 4% drop in Class 8 truck orders actually mean for spot rates in the Midwest? Why is the transpacific container rate diverging from airfreight yield trends? They weigh the macro — inventory cycles, reshoring policy, oil-price shocks — against the micro of specific lanes, vessels, and warehouse util
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ABOUT THIS SHOW
Every morning, Lucas and Luna stand at the edge of a logistics warehouse mezzanine — not a studio — and track the real-time movement of goods across the global economy. This is not a supply-chain explainer for undergraduates; it's a daily data-grounded conversation for infrastructure investors, freight analysts, procurement directors, and anyone whose P&L depends on knowing whether the next container ship will be early or stuck at anchor. Lucas brings the live numbers from FRED's transportation-services index, yfinance's logistics-sector tickers, and RSS feeds from the Baltic Exchange, Port of Los Angeles, and maritime trade journals. Luna pushes back with the operational reality: What does a 4% drop in Class 8 truck orders actually mean for spot rates in the Midwest? Why is the transpacific container rate diverging from airfreight yield trends? They weigh the macro — inventory cycles, reshoring policy, oil-price shocks — against the micro of specific lanes, vessels, and warehouse util
HOSTED BY
Fexingo
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