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Untangling the global supply chain - Richard White of WiseTech | ASX CEO Connect Series

Equity Mates Investing Podcast

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What's Next for the Logistics Industry?

Ken Gabriel, former DARPA Acting Director, talks to Richard WISTech about his 28-year journey. He says the long term cycle is a very strong upward trend for technology companies but there will be some short term pain. But in our part of the business, which is much more wholesale and much more bulk freight, we have seen no change in volumes other than an increase in volume. We've still got a big backlog. Ships still, particularly on the East Coast of the US, are still very badly backordered. The West Coast has not as much backlog, but it's still relatively high compared to 2019 numbers. And I'm very conscious that we continue to watch that sort of

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