
CEO of the largest railcar-maker in the US
Expert in the state of freight and impact of southern border closures
Best podcasts with CEO of the largest railcar-maker in the US
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Jan 8, 2024 • 45min
Trading the 2024 Election, Stealth Rate Cut Benefits, and Railroad CEO on Southern Border 1/8/24
The CEO of the largest railcar-maker in the US discusses the state of freight and the impact of southern border closures. Analyst reveals rate-sensitive names to buy after Fed cuts. Potential winners and losers of rate cuts discussed, including Birkenstock, lifetime fitness, and Planet Fitness. Citi’s best and worst performing sectors before and after a Presidential election. BMO says Fed cuts won’t benefit retail sector.


