🎣 Freight Stocks Got Rocked
A penny stock wiped $4.8B off C.H. Robinson's market cap yesterday. Plus: self-driving trucks are now running 1,000 miles nonstop, STG Logistics cleared a major bankruptcy hurdle, the FMCSA revoked nine ELDs, and more.
David Spencer, VP of Market Intelligence at Arrive Logistics, shares insights on what lies ahead this year and how to navigate an increasingly turbulent market.
In this week’s episode of The FreightCaviar Podcast, David Spencer, VP of Market Intelligence at Arrive Logistics, shares expert strategies for navigating a turbulent market, offers his predictions for Q1, and explains how AI can give you a competitive edge in identifying where to target freight.
Plus, check out this week's Carrier of the Week.

David tackles today’s most pressing questions and shares practical strategies to help you navigate a challenging market with confidence.
“The way I see this year playing out is– there’s no such thing as disruption, just greater volatility when you see those demand surges seasonally.”
Spring produce season, DOT week, and the summer peak often bring more rate fluctuations. However, this doesn’t automatically signal a shift in the market.
Regarding short-term predictions, here is the outlook for Q1: good news for shippers, but not so much for carriers and brokers — David expects spot rates to come down in January and February.
So what can you do to hold steady as a carrier and broker in this market?
“You have to provide excellent service to stay in good standing with these shippers to make sure you’re not just getting the money when it’s good, but you have that opportunity throughout the year to run some consistent freight.”
The new year brings less uncertainty and more opportunity. Armed with the right strategy and attitude, you can navigate the market with confidence.
Check out our piece on David Spencer:

Listen to the episode on Spotify and Apple Podcasts, or watch the interview on YouTube.

HappyRobot's AI workers handle the manual work, surfacing important information, insights, & recommendations along the way.
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What are red flags you see from brokers that make you avoid them?
“A recent red flag is Summit Logistics which utilized Carrier 411 as a means of extortion. This case has been happening more and more nowadays."
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