E
Eric Peinert
1
APPEARANCES
1
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
SEP 21
SEP 28
OCT 5
OCT 12
OCT 19
OCT 26
NOV 2
Oct 27, 2026
Derailed Competition: The $85B Rail Mega-Merger Threatening US Supply Chains
6:44
7:01
7:10
B
6:38Brian HydeHOST
And with all those positives, we have to ask, why hasn't someone proposed doing something like this before?

Eric PeinertGUEST
Yeah, and that's where we need to do a little bit of rewind to consider both the history of rail mergers in the United States since deregulation in the early 1980s, as well as sort of like what this specific merger actually looks like.

Eric PeinertGUEST
And I guess what it looks like in a general competition standpoint relative to a lot of other mergers that many people will have heard of at this point.

Eric PeinertGUEST
So the first one is that the U.S. rail network was deregulated around the 1980s.
8 MINS LATER
B
15:45Brian HydeHOST
So as far as this merger, who has the final say as to whether or not it takes place? And let's just go ahead and include, and what should they do regarding this proposed merger?