The Big Debate with WSJ’s Paul Page and the National Retail Federation’s Jon Gold
The inaugural episode of The Freight Buyers’ Club, produced with the support of Dimerco Express Group, features an in-depth debate with two thought-leaders in the world of business, logistics, container shipping, freight and retail.
Host Mike King is joined by Paul Page, Editor of the WSJ Logistics Report, and Jon Gold, VP for Supply Chain and Customs Policy at the National Retail Federation.
They discuss the state of the US economy, world trade forecasts, post-Covid supply chain takeaways, the future of China as the factory of the world and the shift of US trade and industrial activity from west to east.
They also break down what the Covid years means for future relations between carriers and shippers.
Mike King, Producer and Host
Paul Page, Editor of the Wall Street Journal’s Logistics Report
Jon Gold, VP for Supply Chain and Customs Policy at the National Retail Federation
Episode in more detail:
THE U.S. ECONOMY AND WORLD TRADE (from 2.05)
Retailer outlook, 2023 import forecasts, inventory levels and e-commerce demand.
THE FUTURE OF CHINA AS THE FACTORY OF THE WORLD (from 12.07)
Sourcing post-Covid, reshoring, friend-shoring, near-shoring, the CHIPS Act and what supply chain diversification means for shipping networks.
U.S. INDUSTRY AND IMPORTS SHIFT FROM WEST COAST TO EAST COAST (from 24.20)
Implications for trade, trucking, rail and air cargo. ILWU vs PMA. East coast dockworker disruption ahead?
THE COST OF SHIPPING (from 33.28)
A boon for retailers and BCOs as freight rates collapse? Contract renegotiations. Carrier and shipper relations hit new nadir; better services ahead?
TAKEAWAYS FROM THE COVID YEARS (from 40.20)
Logistics goes from backroom to boardroom and from the business pages to the front page. Challenges ahead and optimism in the air?
Editing: Karen Ball and Tom Matthews