T
Theo Mascari
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
Aug 6, 2026
Data Centers, Dock Delays, and the Freight Forecast
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11:19Theo MascariGUEST
In corridors, like to Alex's point, he has this predictable business where you have short haul freight, where you have carriers that are willing to contract for the long term.
T
11:36Theo MascariGUEST
You have, compared to refrigerated freight, Some can be predictable, not always in shorter haul lanes, but if a lot of it's long haul, if you're working with the fleet, they only get one to two turns of a truck that week.
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11:49Theo MascariGUEST
And that's where it gets a little challenging is you pretty much have two opportunities to make your goal for the unit that week.
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11:58Theo MascariGUEST
And I think that's kind of what drives refrigerated freight moving upward compared to dry van freight.
19 MINS LATER
A
31:05Andrew ElsenerHOST
The dense people that are consistent and loyal, their cost is way below market.