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Episodes
Wednesday Aug 21, 2024
Wednesday Aug 21, 2024
Today on the program, Fidelity Equity Research Analyst Payton Liske joins host Pamela Ritchie for an in-depth discussion on the U.S. aerospace and transportation sectors. With nearly 11 years at Fidelity, Payton’s diverse background offers a unique perspective on these cyclical industries. Payton dives into the challenges and opportunities facing the transportation sector, which has experienced significant volatility and earnings drawdowns since the pandemic. He also sheds light on the slow but steady recovery of the aerospace industry, where domestic air travel is rebounding, but also touches on the supply chain issues that hinder OEM production. Payton talks about the supply chain dynamics, and how the stronger pricing powers within the less-than-truckload segment has benefitted from the market consolidation. Payton also discusses how advancements in digital brokerage are reshaping the logistics landscape, offering smaller trucking firms greater access to business opportunities.
Recorded on August 16, 2024.
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