Supply Chain Now Episode 274
In this episode, Greg and Scott welcome Cathy Roberson to Supply Chain Now.
[00:00:05] It’s time for Supply Chain Now Radio Broadcasting Life Supply chain capital of the country, Atlanta, Georgia. Supply Chain Now Radio spotlights the best in all things supply chain the people, the technology, the best practices and the critical issues of the day. And now here are your hosts.
[00:00:29] Good afternoon, Scott Luton here with you live once again on Supply chain. Now welcome back to the show. On this episode, we’re really excited to be kicking off a new series that has been working for a while, right. Bringing back an old friend. And it’s gonna be all about freight forward and beyond. So in this series, Rheumy featuring a special co-host, Kathy Mahroug Roberson. Hello, Kathy. How you doing? Good to see you. And we’re going be diving into the news and developments and analysis, very important analysis from across the world of freight and cargo. So stay tuned as we’re looking to increase your freight IQ. I’m still stealing that from your great that IQ stuff. So I could use some one quick programing note, like all of our series on Supply Chain Now Radio Supply chain. Now you can find our replays of RIDEA channeled from Apple podcast, SoundCloud, YouTube. We get your podcast from. As always, loved to have you subscribe to. You’ll miss a thing. Let’s thank a few our sponsors that allow us to bring these best practices and ideas to our audience. The Effective syndicate Talentstream Vector Global Logistics. U.S. Bank, many others. You can check out each of our sponsors on the show notes of this episode. OK, so let’s welcome in officially are my fearless co-hosts on today’s show. Once again, Kathy Miura Robertson, founder and President Logistics Trends and Insights LLC. You might hear us talk about LTI locks. We love our acronyms. But Cathy, how you doing? Good afternoon. Good afternoon. How you doing? Doing fantastic. I’m not as road weary as you are. You stay on the go.
[00:02:01] Well, he’s holding up pretty good. That’s all things considered. Yeah.
[00:02:06] And Kate, I’m looking forward to talking about some of your travels here in just a moment, but thanks for I’m really, really excited about this kickoff episode. I am, too. I am, too. Thank you so much. You bet. You bet. And Greg White supply chain. Adj. serial supply chain. Tech entrepreneur and my favorite trusted advisor for all. Great. How you doing?
[00:02:28] I’m doing great. I feel better when you say it that way. I feel better. But actually I’m really excited because I like having Kathy around. She she does the research where we have to kind of skim the surface a little bit. I mean, we do. Right. Let’s face it. I mean, we can’t get into the depth of every single issue and certain topics are harder to find to get to the depth on. And that’s exactly what she does for a living. So I’m glad you’ve joined us, because I think having those in-depth insights will be really, really valuable to folks out there.
[00:03:02] As we know. Yes, we’ve been collaborating with Kathy for quite some time. But to your point, I love the research, but also love how Kathy Sheer tells us and tells her audience what it means. So what? Right.
[00:03:15] Here’s a a research I learned. The way she tells you. Our audience will get a taste for that. We appreciate it like we do.
[00:03:24] No holds barred Ryder is absolute truth. And I love that. Yeah, I said it. Look, people come to us to hear the absolute truth, to hear opinions, to hear points of view. And when they’re well researched, they can be strongly stated and and easily defended. So I think I’m looking forward to this. I am, too. You’re going to give her a supply chain adj. T-shirt. I might have let them. Now you’re a little bit just to make sure she stays awake after a long day.
[00:03:48] She said, well, we’re looking forward to this conversation. So. So, you know, Greg and Greg, you and I know Cathy well. She’s been on the show numerous times. We’ve collaborated with her for several years now. We’d love her take on things and and the insights she brings to the table. Yeah, but some of her audience, like three of them may not. First time they may have my word. I didn’t even think of that maybe before. But but very small portion and we won’t give them an opportunity to get No. Cathy. Yeah. For we kind of start picking her brain on some things. So Cathy one of my favorite questions opened up the conversation because I think there’s a everyone likes to talk about where they’re from, right? There’s something there that they like sharing with folks. And it really it is so telling. So that’s where we start this conversation. So tell us about where you’re from and where you grew up.
[00:04:37] Yeah. So originally I am from Pascagoula, Mississippi.
[00:04:42] Okay. Really? Okay.
[00:04:48] But we moved to South Carolina when I was very little. Very little. And I’ve grew up in Colombia and Rod. Kill the most part. OK.
[00:05:01] So, Rockhill, for people who don’t know, while in South Carolina, it’s actually very close to Charlotte.
[00:05:08] Yeah. Yes, it’s right there on the border. Yeah. Seventy seven.
[00:05:12] Yeah. You grew up going to Carowinds. Oh, cool. Yeah. So are the Carowinds is like a Six Flags. Yeah. That’s that is kind of was built for the Carolinas. Right. Because as you mentioned, Rockhill Rock Hill, just the other side of Charlotte. Right. And speeds going I guess is still around. Well, I have been Carowinds a long time. Last time I went to Carowinds, this harrisville wins. Yeah. Carolyn, Carowinds. How do you spell it? See a R O W I in D S. Okay. So let’s talk. Well, Carolyn Center, right. Yes. You know, the Smurfs were the big part of their younger today.
[00:05:50] Okay. There is less so in the Smurfs. Well, so. All right.
[00:05:56] So, uh, born in Pascagoula, Mississippi. Yeah. Grew up in Rocky. I can’t believe I said that city name. Right. Can you spell it? I can. Probably not. I can. How long did you sit? Were you in Rock Hill until you hit college or. Yeah.
[00:06:12] I mean, I went through, uh, grammar school, high school, college.
[00:06:18] I went to went through up my undergrad. Okay. Yeah. Some of the terriers. No, no, no, no. Swaffer and Warford. Winthrop Eagles.
[00:06:26] Okay. You know those. My oldest daughter went to school there. Great school. Yeah. Bad.
[00:06:32] Not bad. And of course, any little bit library science right now.
[00:06:37] No. You okay? Scott? Not all right. Undergrad fact check. Undergrad was a double major in history and economics. Really not. So that’s an undergrad. I wanted to become an economic historian. Oh, okay. A lot of demand for that. That sounds boring. Oh, it’s exciting. Okay. But knowing what? Especially with what’s going on right now. Okay.
[00:06:59] And, um, so, yeah, the plan was become economic story that didn’t quite work out. So you. So then you got it. I think a master’s in library science, right.
[00:07:09] Yeah. Well, okay. So the economic historian thing didn’t work out. The next thing was I really wanted to be an archaeologist. Okay. That didn’t work out either. My parents were like, you got to earn a living. So go to library school. Love this. You will always find a job in a library.
[00:07:30] Well, probably true for about 30 years.
[00:07:34] Right now, you could work at Google, which is what is replacing the library. Seriously? Yeah. Well, all right.
[00:07:42] So now I am I was a librarian. There are a number of years on public libraries. I tip. I basically headed up reference departments. Free search.
[00:07:53] Yeah. So that was my my thing. I got married while I was. Living in North Carolina at the time, actually backup got the master’s in library science at your favorite school.
[00:08:07] Yeah, although South Carolina. That’s right. Let us not confuse it with USC.
[00:08:12] But South Carolina’s been around longer than Sciarrotta.
[00:08:18] So Stefan. So Stefan, right over that. So you got your master’s degree. Yeah. Columbia, South Carolina. Yeah.
[00:08:24] Then I moved to North Carolina to work there at a public library. Got married, had a kid. Dan Solla get a divorce.
[00:08:33] Take the kids and move down here to Atlanta, Atlanta to Atlanta.
[00:08:39] Yeah, because my parents had moved down here and decided to come be closer to them. And while I was down here, I got my MBA. I did things in two. So I got specialized in finance and marketing. Wow. Yeah. We’re from Mercer. Really?
[00:08:57] So did you commute or so it was a nice to have an impact.
[00:09:03] Yeah. Course it’s a big camp. Yeah, it’s a big campus.
[00:09:07] Southwire is that, uh, you know, after eight years of working at a public library here in the metro area, Cobb County. Who did you. Yeah. Yeah. I probably would’ve never seen you there.
[00:09:17] Probably not because they sent me off to a very teeny tiny small library.
[00:09:21] Dematic. Where was it? Sumana. Mm hmm. Oh, yeah. Not the big pretty city of Smyrna. Librarian There. There. Yeah.
[00:09:30] Teeny tiny libraries. So let’s let’s talk about how how so how did you eventually find in Supply chain. Okay. So after eight years okc’s.
[00:09:45] So after eight years of library work, I decided I really wanted to be in the business world. So this was during the first dot com craze. 2000/2001 up period.
[00:09:57] Got a job at an e-commerce company here in town. Didn’t last very long. About a year. And then they went belly up. Well, shocker. But lucky for me, one of their clients was U.P.S.. U.P.S. offered me a job. They’re like, we’re getting ready to start up a new business development group. No new product development right now. And it’s dealing with. Anything but small parcel. So that’s what I did out of our group came U.P.S. Supply chain Solutions, which is now based in Alpharetta.
[00:10:34] Do everything right. Yeah. So how long were you? Yes. Eleven years. Eleven years. I’ve got here. All right. Yeah. And so at what point. So it’s a bridge to get from u._p._s. And you departed from there to be an entrepreneur with LTA.
[00:10:52] So walk us through that. I was offered a. A job with a consulting firm based in Europe. Former EPA Searson that started this consulting company. They dealt with a lot of market research and consulting type of work. So I stayed with them for about four and a half years. And then it hit me and I can do the same thing they’re doing on my own every year. Mm hmm. So that’s how my company started.
[00:11:24] Outstanding. And you’re celebrating several. Four and a half year and a half years. I feel that a that is doing something. I mean, who as entrepreneurs you celebrate four months. Exactly. I mean, so to be ready for now, four years continue to grow. Continue to work with some of the leading companies that you work with. You know, we admire what you do. And really beyond all that and beyond that, the what you bring to the table, the insights just from if you if if you weren’t Kathee, the insights coming from your neck of the woods to our listeners will be very valuable. But the fact that you’re you’re Kathleen, we like your style that makes it doubly is nice. So good. So congrats on 49th for narf years. Let’s talk about before we switched gears into the event you read yesterday up in a beautiful city, Chattanooga. Let’s talk about what El LTI does. Yeah.
[00:12:15] Ok. So it is a market research company, but it’s also a consulting firm. We do a number of. We do things like competitive analysis, market analysis, new product development, strategy, development of. We’ve done a number of consulting projects.
[00:12:36] Particularly last year. What’s really interesting is the year 2019 was a really busy year 2019 with a huge year. And a lot of companies interested in moving into new product lines. So we had to research. Whether or not that could be profitable if it lets a smart move or not. Also, we had a, um, a Chinese manufacturing company that was needing help with the tariff situation.
[00:13:02] So outstanding. Yeah. So all all are predominantly around transportation or other aspects of the business.
[00:13:10] Most of it is transportation. There is some in the freight forwarding. But I do quite a bit of work with freight forwarders startups and the Logistics space as well. So one thing that we also do is to review technology solutions and make recommendations.
[00:13:31] I can tell you how many times I get the phone call. Oh my God, I need blockchain. And I’m like, well, why do you need blockchain? I don’t know. Everyone else has. And well, what is? I don’t know. But I need it. So that’s how we kind of roll and then try and explain to them. Yeah. You may not need blockchain, right.
[00:13:50] Define the solution. I constantly have this discussion. Don’t be a hammer. Looking for a nail. Right. I understand the problem you’re trying to solve and then fit fit a solution which may or may not be technology. Yeah, exactly. Could just be business process or it could be organizational change. It could be anything.
[00:14:08] Yeah, that’s good. I think that’s a valuable agreed table service and we’ll of course we’ll include a link to the website and show notes like we did last time. You’re here. A lot of great stuff pratical. I love how practical what you do for companies is informative. So Greg, I know you’ve got some questions. I have one question yesterday. Real foundational. OK. First of all, yeah. About about what LTI does.
[00:14:30] So when you say analyst and research and that sort of thing, my head immediately goes, I’m a software person, remember? My head immediately goes to Gartner. How close or divergent are you from that business model? I know they have so many different aspects of the business, but they do have pure research analysts. Yeah, right. And is your research kind of akin to that kind of research? Yes, you know, yes.
[00:14:54] And so Gartner started off life as the technology research company. Right. So you wanted to go to. Right to validate your technology. And I still regard them as that. That’s one of their strengths. I do more. My background is supply chain. Right.
[00:15:13] More like a memoir, which is a company that acquired not long or. Well, now quite Lu. Yeah. Right. Yeah. How I said that’s the difference. I bought a similar type Servatius in a different market. Yeah. Segment. I don’t dematic quadrants. Right. Yeah. And a lot of them. Gartner analyst would prefer not to. Not that any of them have said that to me either way.
[00:15:36] Adrian. So yeah we’re not talking about the magic class Ryder. So we’re talking beforehand. forwent love here about an event. Yeah, I gather that. Yes, I know you had a few questions.
[00:15:46] Yeah. Yes. So tell us a little bit about this event and kind of what your takeaways were. You had a couple hour drive back from the event, so I bet you had some time to think about it. And I know you took copious notes while you knew Scott was gonna make us ask you questions about it.
[00:16:05] Yeah, I tweeted that and everything. Yeah, there’s proof I was here.
[00:16:10] And by the way, for our listeners benefit before. If you’re not following Cathy in or LTI on Twitter, you’re missing out on a ton of very timely truth, truth, bombs and truth.
[00:16:22] Maggie. Yeah. And she can say a lot in two hundred and eighty years, wherever it is where it is these days.
[00:16:29] So quick your Twitter guys.
[00:16:32] Summoners s.m Robberson 06. Yeah. And then. Oh, gosh, what is my little link?
[00:16:40] You know what? We’ll get Malcolm. Look, I always Logistics t I. Yes. Logistics Tirso. Wow. Brian for outstanding. Outstanding. Reese, if you’re a Twitter fer and you dig supply chain, especially if you dig your freight and transportation. Excellent sources of information. All right. So back yesterday. Sorry.
[00:16:58] Ok. So Chris Barnes. Yep. Actually, he invited me. He e-mailed me, said, I think you need to. Yeah, I think it’d be a good idea for you to come to this.
[00:17:07] Maybe he didn’t invite us special. Yeah. Drew can add value.
[00:17:16] So I was like, well, if Chris Barnes recommends I go, I better go now. So I signed up and this is through a U.T. Chattanooga. There are marks. Yeah, there are lunch and learns Sarah. This was their first lunch and learn of the air. And it was held at Ken Co Logistics place I’ve always wanted to go to. Because I had this really cool innovation lab that I really wanted to check out site. And that was part of a tour they did for this lunch and learn. Outstanding. So it was about morning long. And, um, I had to tell you, it was a really good seminar, symposium, a lot of audience participation. Loved it. Lots of questions.
[00:18:00] It was great.
[00:18:01] It is a Supply chain symposium. It was a supply chain Verusen supply chain.
[00:18:05] Yeah, I got it. So if it’s a truth bomb, so if any if anybody’s not familiar with who Chris Barnes is.
[00:18:14] Right. Which also seems highly unlikely. He is the executive producer pretty well. Oh yeah. Here. Yeah. He’s he’s worked with us. He’s executive producer and principal in the business but he’s also with the Atlanta paper Apex. Atlanta. Yeah. Right. And and quite the apex trainer. Yes. Right. He’s a supply chain guru as well.
[00:18:37] He emceed the event yesterday, I believe he said, hey, did jokes. He’s got such a dry sense of humor. I know. We love it. We love sitting in the back. Just cracking up, laughing. And everyone was like, I shouldn’t laugh. And I’m like, oh, probably not. He probably should not. But I am.
[00:18:57] Did he use the word provenance? No. Okay. We’re trying to get him on that word.
[00:19:02] That’s right. Okay. Well, it was funny cause he started off the session challenging out speakers comes right out, says supply chain is boring. Yes. Prove me wrong. You’re welcome. And I’m centre-Right Supply chain. Stop pouring. Okay, fine. So, um, and I have to say, each of the sessions were definitely interesting. Even the blockchain. Really? Yeah. And I am not a fan of blockchain, to be honest with you, because I don’t understand it. Even after the session, I still don’t understand it. But it was a good session.
[00:19:39] Okay. So we know that there was a speaker obviosuly blockchain. And what was that? And then you toured the Kinko’s Group Innovation Center. Yeah. So before top other speakers, the innovation center, did you get a sense? You know, that phrase, as we all know, is very overplayed in facets of the word. Innovation has been overplayed for years. Was it did you get a sense was it one where there was meaningfully meaningful innovations impacting the business in a very meaningful way as part of that lab? Or is it one or another kind of a corporate showplace?
[00:20:13] You know, I had no idea what to expect. And so when they’re like, okay, we’re going out to the warehouse, to the innovation lab. I was like, yay, warehouse, love warehouse. Yeah, but you haven’t had many warehouse tours in your career. I know every one of them. Flow centers, right? Yeah. Dick Rod library desk. You think about their library? Yeah. So, um. But no. This was a very practical innovation lab.
[00:20:40] So they partnered up with a number of technology companies such as paying up front. Um, my favorite. Uh. Cause they’re actually testing, uh, drugs within the warehouse. Counting. Yeah. Inventory. Yeah.
[00:20:58] Okay. Yes. Now I think one of the other players that space I wanna say is Ariel. Yeah, right. Number is our number now.
[00:21:06] Daryl. Yeah. And then there were locus robots that were flitting around. It was so cute.
[00:21:17] I took a great fit. We’ll put that in the show. Yeah. Um.
[00:21:23] And there are a number of other practical, um, technology solutions set for in and around the warehouse.
[00:21:31] They’re actually testing these, uh, so that they can recommend them to their customers and such. That’s great. So I was like, it sounds like innovations that are done right? Yeah, I think so. For aid, like, you know, practical and meaningful.
[00:21:46] You know, somebody innovation centers will see them. It’s just another showplace except, you know, corporate art. There’s no work being done. There’s nothing for furthering, you know, what’s next for the business. Lu sounds like he’s very different there.
[00:21:59] I like that. I do have to share that as one session. The first session was on packaging. Okay.
[00:22:05] Which is which is is it’s in the last couple years. It’s a very hot topic. All right. Yeah. For years and years, LA, folks. Speaking of supply chain boring lot folks think of packaging. Uh, it’s just a necessary evil these days, as we all know, driving consumer decisions. It’s helping with, uh, fight sustainability. Good fight is incredibly important.
[00:22:27] Gray Well, I’m one of those with the packaging like, oh God, please, no. But after this particular session and you have to forgive me, I don’t remember the name of the company. We’ll look it up where I can find it. All right. But what was cool is they’ve developed this packaging called Garron Garran tab. Okay. Okay. It’s particularly for food delivery. So have you ever. Oh, I saw you tweeted about that, aren’t you? Yeah.
[00:22:54] So have you ever thought about if you order something from GrubHub or Uber?
[00:22:59] It’s in a bag that EFT and it reach their hand. I didn’t think about it till I saw your tweet.
[00:23:04] I thought of that. I never thought of that.
[00:23:07] Well, this garran tap thing is tamper proof. All right. So you’ll be able to tell if someone broke into a trailer tag.
[00:23:16] Except, right. It’s just like that. Yeah. And I’m just sitting there like a different part of the tribe. Kind of gross now. Yeah. You think about it isn’t it. I mean you want now you want everyone to have that.
[00:23:25] Exactly. Exactly. So.
[00:23:28] Yeah. And plus the beautiful part of the scarring tab is that it could be reused. So you can reheat. You can use it as you know, your lap aware.
[00:23:37] So from a political post, it’s not just the container for the product. You kids still. So it stays with the consumer. Yeah. Fascinating. Yeah. And I have to look that up. And it’s sustainable to say big, big issue for for you. Packaging is sustainability. How many of us get a box this big for something like this? Exactly right.
[00:24:01] And just for our audience listening, Greg said, in case you’re not.
[00:24:05] Yeah, hands were this far. How many of us get a box set foot by a foot for something that’s four inches by Syracuse? Yeah, you’re right.
[00:24:13] Well, it the whole packing. Okay. That’s a whole nother topic.
[00:24:16] Yeah. Yeah. So we want to get to your freight and get your police there in town away as well. Hey, we got it. We got a voice to the audience here. Right. So to finish your earlier point on that first session, seemed like southern champion Trey and Sanofi consumer health products. Were the two speaker were the three they had three speakers there.
[00:24:38] Is that right? They only had two. OK, well, maybe it made their champion. Yeah, that’s that’s the one. All right. It was the Greene tab. Was there a tab?
[00:24:45] Garron tab? That’s cool. What did I mispronounce it? No, look, I’m I’m trying to make sure I pronounce it right. So Greene tab. Love it.
[00:24:53] How do we help them get those? All right. After he sat there and mentioned.
[00:24:58] Yeah. Do you? Yeah. Never, ever again. Well, I use grew up.
[00:25:03] You know what? I’m going to go. I’m going to go. I’m going to tell my wife. I’m gonna stop by mellow mushroom on the way home. I’m not going to have them deliver. Yeah. To the house.
[00:25:12] You know, the port, the presenter. That’s what he does. He doesn’t tell you.
[00:25:16] He won’t he won’t order out. He goes and picks it up, guys.
[00:25:19] And picks it up. Love it. Love it. All right. She gives one more key take away before shift gears over to our secret topic.
[00:25:26] Mm hmm. Okay. So the other cool thing was shot industries. They talked about their whole transformational process. Who was that? Was a Kevin O’Meara.
[00:25:39] Do you remember the spitters? Lance Starks? Oh, it was Ryan Starks. That’s what that’s what Malcolm just told you, isn’t it? How? I know.
[00:25:48] I don’t know if you saw the tweet or not, but they I’m one of them said that, uh, according to a Korn Ferry survey, c.e.o.’s believes that tech is a greater asset than people.
[00:26:01] Say that again.
[00:26:03] Korn Ferry survey. Yeah. Korn Ferry. That place. Yeah. Right. Right. Cohen huge human capital placement firm.
[00:26:11] Yeah. Yeah. Said they did a survey of CEOs. A majority of the CEOs believes that. tech- uh, technology is a greater asset than people. OK.
[00:26:28] That could be interpreted a lot of ways. Oh, I’m sitting there going a while. Wrong one way. The obvious way seems that’s really that’s a really surprising finding. That really surprising finding.
[00:26:41] I mean, that goes against everything. I was brought up in a technology house. I’m a tech person. Yeah. Right. Well, my dad was a programmer, Sam, before we were allowed to leave the house. We had to prove we could do COBOL.
[00:26:54] I am so glad I did not live in that series.
[00:26:57] Our listeners may not know COBOL the computer language they used to be. Oh hell right. 70S and 80s. Gates also also the 2000s.
[00:27:07] Actually, I ran a company that we still had COBOL code and there are still those Rs 400 still sitting out there that needs a COBOL programmer and God bless them.
[00:27:17] So SIEGREICH, we’re gonna have to debate that topic maybe with the next episode. You know, we don’t shy away from some tough topics here. And the next question I want to ask you about is how was lunch yesterday?
[00:27:30] Not kidding. They brought it. I was there Between the Ferns question.
[00:27:35] They brought it in from Panera Bread. That was good. OK. All right. Getting inside. All right. So great event. I’ve got a lot of good things about what the University of Tennessee at Chattanooga is doing, not just with its industry outreach, like events like yesterday bring in thought leaders on campus, but also its supply chain training pacification programs. And a lot of folks that you’ve that came up in the conversation are really involved in that. So including John Frese, who I believe is one of the leaders of the Supply chain program. Yeah. UTC. Yeah. So good stuff. All right. So let’s shift gears. And really, one of the things we’re most excited about is, you know, picking your brain around the world of international freight and cargo. I would I would venture to say a few people know it and research it daily like you do. So, you know, we’ve wrapped up night twenty nineteen, which in so many ways was a very challenging year, especially for folks that do freight day in, day out. And New Year. So hopefully it’s going to bring lots of new opportunities. So here in 2020, what are some of the key observations or key things? Maybe we should be keeping our eyes and ears on in the world of international freight.
[00:28:52] Uncertainty. Mm hmm. Such a.
[00:28:57] Misused word. I mean, it’s been used over and over, but it is. It’s, um, it’s almost. We’re gonna see a repeat of 2019, I think. I follow the air, the air cargo market to get it. I write an article for air cargo world.
[00:29:12] I know you’ve never heard of it based, but still, if you have if you have to get into a library. I’ve probably not read it. No air cargo. WorldCom. Yeah, there. And I’ve I’ve definitely read it. They’re based the West Coast, right? Seattle. Seattle. That’s right.
[00:29:32] Yeah, that’s right. Yeah. Yeah, it is. It is. It’s great people. Yeah, right. People. I mean from an air perspective, it’s gonna continue to suck this year. The whole year. You think the whole year. I honestly think it’s gonna be the whole year. But everyone’s sitting to go and now it’s going to be better. The second half. That’s what we heard that when we heard that this time last year. Oh, second half’s gonna be great. No, it’s not. Mm hmm. Mm hmm. Volumes are down. REITs are flat, REITs aren’t going to improve this year. I mean, if you know anything about air. It’s expensive to begin where it is.
[00:30:16] And so you want to pass it on. Yeah. Yeah. Your first choice. Goes.
[00:30:21] Unfortunately not.
[00:30:24] You want to use your high. You want to move your high valued stuff such as pharmaceutical, right. Now, that was a bright spot last year was pharmaceuticals and other perishables. So you may think salmon from Nova Scotia to China. You want us to get on a plane? Flowers, right? Flower. Exactly. u._p._s. Is he, Jill?
[00:30:44] So it’s FedEx, Alaskan king crab from Alaska to cnrs seafood here and here in Vinings. Yeah. Yeah. Yeah. Definitely wanted on a plane. So that.
[00:30:56] But you know, it’s gonna take more than flowers, food and drugs to keep the airplanes in the right in the air. Right. So, you know, they’ve got to work out a whole lot of issues.
[00:31:09] Then I thought why are some people saying Q one and two are gonna be soft, but they see they see stability or growth or whatever for Q3 and for you. Why do you think we’re seeing that analysis? Because we had this discussion live yesterday when U.S. Bank but they thought you said.
[00:31:29] They say it every year and start out. They are going, yeah, it’s gonna stink the first half the year, but it’s gonna be better the second half. Interesting. Guess what? Second half the year also stinks. Thanks. So if you’re a thousand eighteen. It’s the data that’s available. So you have short term data that kind of points towards the softness. And anyway, really first quarter is usually soft anyway. Right. Because it’s coming off holiday. Yeah.
[00:31:57] And then you have your inventory replenishment typically starting that second quarter for Easter or just.
[00:32:06] Stuff. Are you seeing any longer term trends in the marketplace that would have you believe that, that this softness, whatever you want to call it? Right. This uncertainty continues down to a point and then levels out. Is there some change in the dynamic of transportation?
[00:32:24] It seems like we’re talking a lot about last mile and a lot about about parcel and that sort of thing.
[00:32:31] Are you seeing if a foundational shift to to higher rates or higher volumes at at parcel at last mile and less of it occurring through some of these other modes?
[00:32:48] E-commerce is driving a lot. And that’s B2C and B2B as well. All right. You’ve got more and more companies digitizing, putting more, more into their business operations are more and more online. Yeah. And you’re going to see more of that. That’s just the way the business world is going to evolve. Yeah, well, I mean it is.
[00:33:08] Yeah, it has to if if a company does commercial or or commercial delivery like Costco is one of the biggest staples used to be one of the biggest. Yeah. If a company does that then that stuff is bought online. Exactly. We need water as you know. We need we need water. So, you know, we will will order that through Costco or somebody like that. Right.
[00:33:31] So then you look at the light parts. Parts Logistics Rod for the automotive industry, for Industrial manufacturing. The demand there is changing. So you’re okay.
[00:33:44] Don’t laugh. But 3D printing is playing a role. Sure. And this we also know that the automotive industry is and is evolving and shifting from gas, diesel to electric to autonomous. So the demands are going to be different. It’s going to be more technology. It’s just going to be more like just download this consumer.
[00:34:06] Consumer demand or change. Heck, they’re even changing the Ford Mustang. You know, the bodies say that that is. And I know it’s not your favorite. We can’t go there. But I think that is emblematic of exactly how tuned in to the demands and where they’re going. The generational transfers, just some of the like this last year and now like this. And, you know. Overhauling iconic cars like that. That was a huge news story for me. Whether you like it or not, the signal air cargo, though, because, you know, FedEx is doing one thing because a lot of things you suggest, right? We cover that on Supply chain both couple weeks ago. Delta seems to be and I’ll defer to the expert doubling down. This is what we’re gonna do. And even though there’s headwinds. No. No pun intended. This is a critical part of the business. And it seems like they’re they’re two completely different leadership modes. Speak to us a little bit.
[00:35:02] They are. FedEx this past year decided to drop Amazon as a client for their express as well as their ground. Now, whether they decided to drop them or Amazon decided to drop them, that’s another question. But the people at FedEx was like, that’s no big deal, because I really don’t make up a whole lot of our business yet. Well, OK, so that was wrong.
[00:35:27] A whole lot of that part of the business. That specific part of the business. Right.
[00:35:32] Yeah. Well, terribly wrong. Right. Because when their earnings report came out, it was like, oh, crap. And it was not good. Not that you could. It was very glaring. And, you know, for years, Mr. Smith, CEO of FedEx. Right, Fred? Yeah. I kept saying. Amazon is not a competitor.
[00:35:53] A good camp, a good customer of ours, not a competitor. Well, this year they finally said, guess what? They’re a competitor. Advance comes. We’re dropping them.
[00:36:01] Can we just put this out there if you exist in business today? Amazon is your competitor.
[00:36:07] Well, not only is Amazon your competitor, but Ali Baba Wells as well, which dwarfs Amazon in cycling. Sanjay, eCom, I have both of those companies dwarf Amazon. Exactly. And people don’t seem to understand that. But as a result of all of this, FedEx has come out and said that they’re taking plaints down. Yes. They’re reducing their capacity both in the domestic and international. Which is funny because on the flip side, U.P.S. is putting Rod airplanes up in the air.
[00:36:36] Um, and it amazes me because you have FedEx sitting there talking about on their earnings calls, how bad the international market is and and so on and so forth. Well, meanwhile, U.P.S. is over here making profits off of it. Now, granted, they’re not really super high profits off the air. But they must have figured something out. Whereas FedEx hasn’t. I’m not sure, but I’m hoping I’m betting on FedEx to figure it out within the next couple of quarters.
[00:37:10] So we know what really triggered this series, the kick off as the three of us had a very frank and spirited discussion some time ago.
[00:37:19] Fortunately for all of you, not in front of microphones, well, I decided I disagree.
[00:37:24] Even though even though I could barely get a syllable in, it was still a great conversation and it really can trigger a halo. Let’s listen to more of that. And one of the things that y’all talked about, both of you all spoke about was whether or not FedEx could be bought and acquired. And, you know, if you don’t, don’t I’m not we’re not bidding about spot. But if there’s anything you would like to share, breckin that crystal ball or just making a general observation. I’d love to hear it.
[00:37:52] Can we go back one step before we go? I’d love to go there.
[00:37:55] I’d love to get your thoughts on this, because during the holiday season, Amazon cut forbade their prime vente prime marketplace providers from using FedEx. They did not do the same with u._p._s. They continued to allow them to to use U.P.S. during the holiday season. So as their reason was, I have no reason to believe this wasn’t the actual cause, as their reason was, they couldn’t count on them on delivery time frames with FedEx. Do you think that that is the inability for FedEx to perform on time has some impact on or dramatic or whatever level of impact on the fact that U.P.S. continues to make hay in in delivery, whereas FedEx seems to be. Foundering a bit like I said, only a second to choose the right word there.
[00:38:53] So during the holiday season, Cyber Monday was extremely successful, extremely successful for all three. Amazon, U.P.S. and FedEx to the point that there were way there was too much volume for all three of them and they all three of them. Choked. Oh, yeah, yeah.
[00:39:14] Try to think of a nice way. I’ll get I’ll take the bullet.
[00:39:18] And so there were delays. Yeah. From all three of them. I have heard that there were service issues with FedEx. I think Amazon was right. I don’t know to the extent of how bad it was. There were some hiccups with U.P.S. as well. But yeah, it just it didn’t help FedEx any with all the bad press that they had been doing. But it’s now since been lifted. Yes. So. All right. I can’t help but believe that was the issue. I don’t think Amazon was just being a bunch of. Yeah.
[00:40:03] Yeah. So.
[00:40:06] So this is this this statement. Yes. World is. Was sort of the root of the discussion that we had, and that is that some years ago I said I don’t because I knew then and and I think we all know now that Amazon was intentionally building their own supply chain network, both both on ground assets and air and other transportation mode assets. Right. So and they were intentionally building excess capacity outside of their marketplace capacity so that they could resell it using the same business model they did when they needed all those servers to run their e-commerce business. They overbuilt capacity for that so they could resell. That is now what we all know as a W.S. Anderson. Right. Web service. So knowing that they were gonna do that. Use that same model. I made the statement that in not too long, some period of time, I would say still less than a decade away, one of Amazon, FedEx or u._p._s. Would not still be a problem, at least not a prominent player in the game. Right. And I’d love to hear your thoughts.
[00:41:17] Hey, read my article from The Lone Star yesterday. Again, it’s reading. It’s okay. I said actually that it is story time with Supply chain story time that would report. We should take it out. Yes, I could sit there, criss cross applesauce and listen to you on my little mat. OK, with my half pint of milk. Yeah. No. So tell us a little bit about that from I.
[00:41:44] Okay. So there’s been a lot of analysts out there saying FedEx should be sold. Now they’re just asking to be sold. And, um, I don’t believe that. I think these one well-known financial institution has come out and said Amazon, you know, should consider buying FedEx. However, their data is they’re basing it on very little data and a survey response. That was very survey response. Yeah, there’s 300. Okay.
[00:42:21] So how can you make such assumptions like that? Well, and then who is it, Professor Galloway? Did you read his article? Oh, my God. It was inflammatory. Really big time. Oh, yeah.
[00:42:32] So so does this. Let’s let’s say. Who’s Professor Galloway?
[00:42:36] He’s a professor somewhere up in New York. Okay. All right. And what was his article about?
[00:42:44] Basically, FedEx should be sold to Wal-Mart.
[00:42:47] Okay. All right. Yes. And it lives right in front of them. Yeah. The title I didn’t realize was that then. Yeah. It was really a very creative title.
[00:42:59] So to be clear, I did not state that it would definitively be FedEx who didn’t make it. Yeah. Yeah. I believe it. Right now. Right this moment. I believe that they are the weakest player in the market their way right now.
[00:43:12] But if you remember back in 2013, the holiday season, then U.P.S. really messed up. Okay. No one sat there and said U.P.S. should be bald. Shame on them.
[00:43:25] No, but Amazon did start building their own internal supply chain network. That very immediate year following GRINDLAY FedEx, late Labor Day.
[00:43:35] They’re gonna straighten it out. Okay. I mean, Mr. Smith.
[00:43:38] Well, I mean, these are big companies we’re talking about here. But I mean, and I don’t believe in too big to fail anymore after 2008.
[00:43:46] But but think of all the volume, all the e-commerce volume. Seriously, can two companies alone deliver it all? Well, no, they can’t.
[00:43:57] They can’t. But I mean, the thing that the elephant in the room that we’re not talking about is that Ali Baba is now building a U.S. based asset based network facilities and that sort of thing. And they very easily could supplant any one of these players. So it doesn’t necessarily fall back to Talent Air next.
[00:44:16] Popcorn LLC, I thought. So think about this.
[00:44:20] What he’s got about a 10 percent stake in JDA dot com. Yeah. Why can’t JDA dot com come over here? Well, Berkoff, the Wal-Mart.
[00:44:29] That’s the point I think, though, is we don’t have to assume that there’s only two players left. If one of these three players goes down. And I think I think we need to have our eyes open to that. Right.
[00:44:39] Fedex is going to be sold out now. So they can’t. But you know, another thing.
[00:44:44] But, yeah, that’s come out is the FedEx should either buy or partner with Shopify.
[00:44:52] I did hear that. I love that idea. However, they can’t buy them yet because they’re still trying to suck up TNT. That integration is been going on way, way too long.
[00:45:03] Well, this goes to my a B.A. philosophy, which we’ve talked about this anyone but Amazon, right? Yeah. Because Amazon has FBA fullfill. By Amazon. Yeah, but now. But there is so much consternation in their marketplace because they continue to take the top products. Yeah. And white label them and then drive the prices down to the bottom. So that’s an issue for a lot of the brands that are on Amazon and they’re looking to extract themselves in any way. That’s it so that they are much less reliant on Amazon and their infrastructure. I think this I think I think FedEx and Shopify or pick any company and any other set of of of services that are currently provided by Amazon, I think that marketplace is ripe to disrupt the current environment. Totally.
[00:45:51] Totally. Well, if you look at it, U.P.S. is offering services to compete against Amazon. So it’s FedEx or post office still isn’t yet.
[00:46:06] They can’t hang. I mean, another story for another time. Yeah. Yeah. It’s all right. We don’t have to protect their government interview. They can’t do anything.
[00:46:14] So let’s say I want to. Yes, right. So I want to move from air cargo because I want to move over to the ground transportation. And specifically, you know, looking back at 2019. I’m not sure. The last count we’re talking about this yesterday morning is around a thousand. I think companies went bankrupt. Right.
[00:46:36] Oh, my God. We’re talking about the bloodbath.
[00:46:38] Yes, the trucking. Yeah. So I’d love to get your take on 20/20. You know, as part of the freight payment index, this discussion. Bobby with Bobby Holland, while the Hollywood U.S. bank was talking about the equilibrium was being reset. Right. Give us your take on 20/20. You know, we hope. I mean, there’s many people lost jobs. So many people. And not that there’s any kind of guarantee when when, you know, you’re not Shnewer or you’re driving a truck or what have you. But what do you see in 2020? What will this ripple effect of that taking place?
[00:47:15] You’re going to see more bankruptcies. You’re going to see more bankruptcies. You’re going to see more closures. Keep in mind, the trucking industry is really, really fragmented. I know this. Everyone says that. It really is. Adam. I mean, back in 2018 when it was like supercut. Yes, there’s 2008. Okay. So you had folks running out, buying trucks. Right. I’m getting into this. Yes.
[00:47:41] And that’s what celadon, isn’t it? I mean, they got over their skis in terms of well, down with trouble before. Quite well, they didn’t themselves no favors by acquiring all that equipment.
[00:47:51] Exactly. So you have a lot of those companies that started real fast in 2018 closing down. Now you also have the mom and pops that are retiring. Okay. They’re just they’re closing up shop. And, you know, people are mistaken that as a bankruptcy or, oh, my God, they’re closing because the market knows because they’re old and they want to retire.
[00:48:17] Well, you know, we we, uh, we were at a CSICOP event. And Gail Rakowski from Fastrack said that the insurance burden on so many carriers is so high. Yeah. And and that their exposure is so high because there’s this whole Kadry of of litigators out there that are just looking to take down these gurt, not take down, but take whatever take whatever is deserved for their client from these companies that the that the exposure is so high that many of them are just saying it’s not worth it anymore.
[00:48:51] Michael, the truck we had that discussion yesterday at this symposium was a lot of discussion. We had somebody from a U.S. Express step late in that discussion. And yeah, you’re right, that insurance is huge. And it’s not helping those companies that have 1 or 2 5 trucks. And honestly, that’s really messed up the trucking industry. Is that 10 trucks or less? Right.
[00:49:17] Right. The vast majority of the carriers or that side. Yeah. Right. Yeah.
[00:49:21] Yeah. What else sticks out? Well, when we think about some of the key things we should be tracking right now. Supply chain leaders or as shippers or, you know, business leaders, we look at the 2010 landscape.
[00:49:39] The market’s really interesting in the fact that you you really gonna have to keep track of the news because it’s changing every single day.
[00:49:47] It is changing with every single tweetie, you know, like, yeah, I don’t like China. Let’s hit another tariff now just getting there. But I mean, that’s literally how it’s how it was for the past year and a half. Twitter diplomacy. Exactly. So you got to be mindful of that. Last year, are the markets that fragile and they’re very sensitive?
[00:50:08] Yes. Well, look, it’s been there since their arbitrage opportunities. Every time something that happened like that become there. As long as there are people who will capitalize on the fluctuations in a market like that. Yeah. And they will remain that. They will remain that.
[00:50:22] That’s fair. So yeah, I guess in the broader sense, maybe not maybe asking about the markets, is this too finely tuned? But in general, you know, when you tune in to news these days, it is so focused on one tweet and a tweet is what someone thinks in them in just that moment. So we’re not I’m not talking about anyone in UPS specific iconic house. Well, just in general.
[00:50:45] But look what it does to the stock market. I mean, it’s good policy. It’s crazy. But this month alone, you’ve had, um. I am 20/20 come into.
[00:50:53] Yes. Jerai first. Let’s talk about that for a second. Talk about that for a second. OK, because we get some questions. I was I was home with my mother. Your family we were talking to AM a twenty 20 to try to understand how that’s Regie. I always get asked by how it’s regulated.
[00:51:08] What is Brantly think about that. Well she does not.
[00:51:12] But I had an uncle in the family as we were talking about Supply chain. He’s like wow. How is that. How do they enforce. I am 022.
[00:51:20] That’s a really good question because this is a mandate coming from the U.N. International Maureen.
[00:51:28] Yeah, Maritime Organization organized with an S. Yeah.
[00:51:33] Which is part of the U.N. The U.N.. So I’m not sure who is actually enforcing it. And in fact, there was a violation of it in China last week.
[00:51:46] Yeah. Or wait before last. So, um, the ship has docked and is not going anywhere because they’re trying to figure out how. What kind of punishment do you give to this and who who does it?
[00:51:59] Yeah. Yeah. He’s gonna get the money if it’s a fine. But in the meantime, you’ve got the vessel carriers like Maersk jacking up surcharges because they’re gonna have fuel scrubbers or whatever exotic done. Exactly. Someone’s gonna have to pay for it. So. Yeah. Yes. But honestly, it’s not cheap today by anyway. Right.
[00:52:23] So you’re about to rattle off some of the challenges. I am a 0:40 was one. Sorry.
[00:52:27] Okay. And then the end of this month is Brexit and it’s a done deal. Casely gonna happen. Hard to believe.
[00:52:32] When he first came on, it was you, me and Elba and Lara manage to ski. And her colleague. Yeah. In the title of that episode was Lions, Tigers and Brexit. Oh my. Or something like that. Yeah, but Brexit was a big part of discussion, and it was whether they’re going to if it’s going to happen, what’s going to happen. But now to your point in the month it’s gonna happen.
[00:52:55] So freight forwarders are all up in arms because it’s like we all know what’s gonna happen with customs still. So still trying to work that out. Yeah.
[00:53:06] Speaking of freight forwarders, Greg Yoona had the great opportunity. Flex Board is here in town, right? Yeah. Been here for seven years now. In the iconic. But that’s my word for this episode. For some reason they wanted it iconic. That’s good.
[00:53:20] Well, here in the land of the bank on Wednesday, provenance one pic. You were here a minute.
[00:53:27] So the bank, the tallest building in Georgia is the Bank of America Tower. It it stands atop the Atlanta skyline. It got a couple floors. You know, the building hiring. I think they expect to have several hundred team members. Bob. Tom, it’s all said and done in this first phase. And we had the great opportunity of sitting down with their fearless leader here in town and having lunch and getting in there, meeting some of their team members and get the sense of the culture and get a sense of where they’re going. They had a great year and in twenty nineteen and you know. We’ve got at least I’ve gathered, don’t speak for you. There’s lots of different viewpoints on how they’re doing their business and how they’re not disruptive. How different this is, how digital it is versus traditional freight. Weigh in on that. You know, we we we had a a biased. You know, we’ve been you know, there they’re supporting our Atlanta Supply chain awards. We’ve done shows flex bought to be nice.
[00:54:27] Yes. Yes. Well, just give us.
[00:54:29] Actually, it it’s a good company. Yeah, it really is a good company. They’re great to talk with. I’ve talked with them a few times for various articles that are right up. They’re interesting. And the fact that the way they came onto the scene as they came out with their technology first. Okay. Unlike your traditional freight forwarder that was still used in the fine. Some supposedly still use fax machines, what have you. Stone tablets, but, uh, Flex bought came in with their technology for us going. This is how we’re doing it. Here’s our online marketplace. Boom. You know? Such a book and follow all online. It created quite a stir in the freight forwarding market and scared the crap out of a lot of the traditional excuse me.
[00:55:13] I guess I shouldn’t set that word even when you say it’s your word, OK. Don’t worry about it. When you say traditional folks, that traditional fare phone based.
[00:55:23] The straightforward once I’ve been around forever and a day Naugle can Nagl’s. I’ve been around since the eighteen hundreds. The largest ocean freight forwarder in the in the in the world. DHL freight forwarding, highly regarded. They’ve done a couple of slip ups with their pass technology implementations. But there anyway that’s another story too. Panel peÑa that was just acquired by D.S. Feeing. Those are some of the major traditional freight forwarders. They’re transforming, becoming more like Fleck’s port and everyone’s decided they need to be like flex parrilla. Meanwhile, flex sports like I need to be like them.
[00:56:01] So they’ve leased warehousing.
[00:56:04] Yes. Warehouses. They’ve they have leased or chartered airplanes. But just recently they decided us to do that fully. Exactly.
[00:56:16] Just probably a smart thing. But at the same time, it’s like date. You should have done this well.
[00:56:21] So look, I think. But that’s okay. I think Fleck’s port is like many companies who come in and disrupt a more. Exactly. They’re recognizing that it’s not as simple as it looks from the outside. And they’ve had to retool a little bit. And and particularly because they were invested in by Softbank and Softbank took such a demolishing hit by we work. Softbank is now pressuring all of their investments to turn towards and have eyes on and have a specific plan towards profitability. So they’ve had to change their business model a bit from being completely disruptive at any cost. I think I mean, is just my interpretation, but from being completely disruptive at any cost to try and break the market and then give themselves a solid position or as near level footing as they can get with a Kuhnen, Argo and some of the traditional carriers. But they’ve had to focus on gaining profitability now. So they’re doing things like divesting now divesting of of the air fleet and changing their sales model.
[00:57:24] And that’s just smart thinking because most of their customers what’s coming were coming from China. Okay. So that demand’s not quite there from China now because they’ve all moved into Vietnam, Singapore, Malaysia and so on. So that’s where they’re seeing the growth. And that’s they’ve contracted with several other airlines to move that airfreight. But what’s interesting, Flex Port started off and they still have a strong relationship with Amazon. The third party resellers, they’re moving a lot of that, that type of cargo.
[00:57:59] And so to your point, it seems like they’ve jumped in. They’ve got a piece of the pie and now they’re they’re looking to drop smarter business rather than just get business, get smarter business, more profitable business.
[00:58:16] That’s that’s that’s a fairly common for a lot of young happens every day in almost every disruptive situation. There’s sort of a move to the middle. But the benefit that a company that comes in with a disruptive vision like that is they’ve still got the vision. Yeah, well, you can still see the way that to the future. Yes. And part of the issue for some of the traditional carriers is they don’t. Yeah.
[00:58:37] They they they can’t.
[00:58:42] Mentally or fiscally get there because they’ve got so much invested in their current business models. They will undoubtedly some of them will undoubtedly be disrupted like like like Seamans was when Salesforce came in. And like, you know, companies like some of the other traditional CRM type players were when Salesforce came into the marketplace. Some of these these traditional carriers, they won’t make the transition. Yes. Some of them will acquire them, acquire a flex port or similar type company that enables that transition. Some of them will have the wherewithal internally to create a technology like that. I could see a U.P.S. that has a substantial technology investment and arm. I could see them, you know, being able to make the transition in their freight forwarding business.
[00:59:28] They have the vision. They’ve got an incredible culture. I mean, leaving there after our time there. That’s one thing. And we’ve been there. It was new for me. It’s just a continued lesson on just how engaging they are, how whether you’ve been there and you’re a senior leader or whether you’re in your first couple of months. There’s no rank. You know, it is a very modern progressive culture. And that’s just that’s just some of the some of the intangibles. If you look at some of the benefits, some of the ways that make it is they try to make it as convenient possible. Right. Because we all know, as I say, know, the chamber has loved his of traffic in Atlanta. Right. And if you’re going to operate downtown, the flexibility, you know, some sits on a remote working son, the benefits they have right there in the office that the culture is poised to fuel growth.
[01:00:19] So it’s going to take companies with culture like that and to keep up with these disruptive entities.
[01:00:24] Exactly. Yeah. The enthusiasm. Yes. That I’ve run across with the flex board people are it’s it’s amazing. It’s great. But speaking of the freight forwarding, please, please.
[01:00:34] It’s freight forward and beyond. Let’s talk. That’s right.
[01:00:37] So as part of my business, I do research reports. Well, that was the plan when I first started out. And somehow or another I strayed.
[01:00:46] So now I’ve come back and you’ve pivoted also. I have today. Yeah. Demand, right. Demand that there were Tamminga.
[01:00:52] So I am coming out with my first report and it is going to be on freight forwarding.
[01:00:59] I made it there. I made it there, hopefully. OK.
[01:01:02] Got a couple of more weeks. I need to finish up some stuff. Yeah, but it is on global freight forwarding and um. Yeah, we’ll announce to the world on social, please.
[01:01:12] It’s done. And we’ll include that show on our show. Definitely. And if we don’t it when we publish right here, we can backload it. Yep. That’s right. Also bleed or not, we are over an hour and then it will have a great time.
[01:01:24] It’s like it’s like I bet some of these people can believe it. Yeah. And by these people are all our audience loved audience.
[01:01:33] Bacillus Khaliq, a family picnic. You don’t know. Have a great time talking. Things were passionate about and as modest food will get the fan beer. So let’s wrap illness. How can we make sure we’ll make sure that folks know how to reach and find LTI?
[01:01:50] Oh, you can find me anywhere.
[01:01:52] Yeah. Said the web site is Logistics t icom. Or if you want to spell it all out, it’s Logistics strengths and insights dot com. Catch me ofsocial. I live and breathe social twitter. Robberson 0 6 or the company’s Logistics t.i. Patel at the thing. Follow me. Follow the company on LinkedIn becausewe. We do things a little different on LinkedIn than others. So we try to is almost like a mini mini blog post. OK, that will throw out there on a daily basis. Lovely’s once sometimes my business partner Dane gets care to write and weigh in past two or three things. That’s a Dane Smart former fed ex or by.
[01:02:38] But you guys have some interesting dean and one of the next day I get it. Yeah. All right. And we’ll make sure we include some of the stuff in notes. Make it really easy. Really enjoyed you haven’t come back on the show. I think this is your third or fourth appearance. We’d love you to. All of them. Not only because we get smarter, but because we enjoy it. You know, you get like a certain no nonsense delivery. You know, it’s fun. So when you come back, one things we don’t get to today. Just out of time is one of things the local. We talk about air cargo. One of things that the world’s best airport is doing here in Atlanta. The Atlanta Air Cargo Community system. Yeah. It’s fascinating for someone that doesn’t. You know, I’ve never been involved in air cargo down at the airport.
[01:03:24] So we learned a lot by featuring a couple of our leaders own recent shows. But this is innovative. It’s gonna save a lot of shippers time. It can take a lot of waste and a frustration out of finding business at the airport. So it really is gonna be transformational for that. That segment of airport operations. So when you come back with. More about the Atlanta air. Air cargo community system, what’s going on at ATF. Okay, so we have been asked which run of shows? Greg. Another great show. We clearly actually what I expected it. You know, it really. I knew we weren’t to be able to get to everything, especially in this first episode. We could have a daily episode, not get everything, all the different nuances that that take place in the air when it comes to international cargo. But a great start and we look forward to future episodes.
[01:04:19] There are some teachable moments in this episode. Lots of teach. I really think so. Yeah. I mean, not everybody is as tuned to transportation as you are.
[01:04:27] So I think there is a lot for me too. Say. So this is as good as I’ll get. I guess so.
[01:04:35] We’ve been chat with Kathy Miura Roberson, founder and President Logistics Trends and inside. Yeah, LLC a.k.a LTI X. We love our acronyms and supply chain to our audience. We’re gonna wrap up as usual. We’re to expedited event listing, but please come check us out in person. You can learn more at on the events tab at Supply Chain Now Radio dot com or you can shoot if you have a question about our programing or what we do or some of you heard. You can shoot our chief marketing officer a note who is not a bot. Amanda at supply chain. Now radio e-com and we’ll try to serve as a resource for you. All right. Greg in hyperspeed ludicrous speed. Yep. Working folks find this next few months.
[01:05:15] They can find us on Apple podcast, Google podcasts, Spotify, SoundCloud, which is one of my favorites and my absolute favorite YouTube. Yes.
[01:05:25] So if you get just got to see us, you just gotta see as if listening is not enough. And gosh, don’t you think it ought to be. Come join us on YouTube.
[01:05:38] Subscribe. Please do not forget to subscribe. There’s a lot of this great content out there. Yes. So join us, right?
[01:05:44] Yep. And if you want to see us in person, you can find us at the reverse Logistics Association Conference and Expo in Vegas coming up in early February. My Moto X 2020, the largest supply chain trade show in North America. The week of March 9th, that same week, Moto X is hosting our Atlanta Supply chain Awards, of which Kathy sits on our Executive Voser board. We appreciate that. A lot of great companies and their supply chain successes will be celebrated their MADOX free to attend. You can learn more at mutex. MDX show dot com if you wanna join us for the last Potchen awards. Small nominal fee. It’s a launch event, right? Greg is the ME grilling fillet minion for 300 of us. Our closest friends.
[01:06:27] Come see my apron. Atlanta supply chain. Hopefully if up behind Atlanta Supply chain. Hawks dot com nominations are open registrations. I hope it is. See, this is why my twitter account says my reputation exceeds me. It’s stuff like this when people say that let’s by chain awards. RT.com. That’s right. Don’t listen to him. He can’t finish the sentence.
[01:06:51] And then finally was the last of it. We got the Hudson Grill.
[01:06:57] If you if you want to come to the Hudson girl, not this, but next Sunday, which is Super Bowl Sunday, you be with me in two thousand of my closest friends who are chiefs fans to watch the Super Bowl Gurdjieff. That is the chief’s bar in Atlanta. Hudson Grill in San Francisco. Forty Niners. Are you serious?
[01:07:17] Please. We have to have this discussion.
[01:07:19] A.m.e. The Association of Manufacturing Excellence, May 4th through the 7th here in the 80s, L was there 2020 Leane Summit. Also in 2021. They’re bringing that bringing their big show. Yes.
[01:07:32] So huge. That’s right. You find out more, Amy, dot org or any of this any of these events you can find on our events tab or shejust note. Big thanks to our guest today. Hope you enjoy it as much as we did. I know. I love it. I love your take. I love your Twitter feed. I learn something new every day. I’m increasing my freight IQ. There you go. I mean, Greger, going back and forth on huge freight back. You can get to the finish line first, but be sure to check out other upcoming events. Replays were interviews, other resources at Supply Chain Now Radio dot com. Greg covered where you can find us. And on behalf of the entire team, including Kathy Scott Luton here, wishing you a wonderful week. And we will see you next time on Supply chain now. Thanks, everybody.
Cathy Roberson began her career as a librarian working in libraries in North & South Carolina and in Georgia. However, during the first wave of e-commerce startups, Cathy accepted a position at an e-commerce consulting startup working on such projects as the first internet bank and providing strategic analysis on other projects. After a couple of years, Cathy moved on to UPS where she was part of the team that created UPS Supply Chain Solutions. Cathy was responsible for logistics research and analysis including competitive and market analysis and more. With eleven years of UPS experience, Cathy returned to the consulting world, first working with a British-based firm and then launching her own business in 2015, Logistics Trends & Insights LLC, a supply chain market research and consulting firm.
Greg White serves as Principle & Host at Supply Chain Now Radio. Greg is a founder, CEO, board director and advisor in B2B technology with multiple successful exits. He recently joined Trefoil Advisory as a Partner to further their vision of stronger companies by delivering practical solutions to the highest-stakes challenges. Prior to Trefoil, Greg served as CEO at Curo, a field service management solution most notably used by Amazon to direct their fulfillment center deployment workforce. Greg is most known for founding Blue Ridge Solutions and served as President & CEO for the Gartner Magic Quadrant Leader of cloud-native supply chain applications that balance inventory with customer demand. Greg has also held leadership roles with Servigistics, and E3 Corporation, where he pioneered their cloud supply chain offering in 1998. In addition to his work at Supply Chain Now Radio and Trefoil, rapidly-growing companies leverage Greg as an independent board director and advisor for his experience building disruptive B2B technology and supply chain companies widely recognized as industry leaders. He’s an insightful visionary who helps companies rapidly align vision, team, market, messaging, product, and intellectual property to accelerate value creation. Greg guides founders, investors and leadership teams to create breakthroughs that gain market exposure and momentum, and increase company esteem and valuation. Learn more about Trefoil Advisory: www.trefoiladvisory.com
Scott W. Luton is the founder & CEO of Supply Chain Now. He has worked extensively in the end-to-end Supply Chain industry for more than 15 years, appearing in publications such as The Wall Street Journal, Dice and Quality Progress Magazine. Scott was named a 2019 Pro to Know in Supply Chain by Supply & Demand Executive. He founded the 2019 Atlanta Supply Chain Awards and also served on the 2018 Georgia Logistics Summit Executive Committee. He is a certified Lean Six Sigma Green Belt and holds the APICS Certified Supply Chain Professional (CSCP) credential. A Veteran of the United States Air Force, Scott volunteers on the Business Pillar for VETLANTA and has served on the boards for APICS Atlanta and the Georgia Manufacturing Alliance. Follow Scott Luton on Twitter at @ScottWLuton and learn more about Supply Chain Now here: www.SupplyChainNowRadio.com
Upcoming Events & Resources Mentioned in this Episode
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