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The Knight-Swift decision to acquire LTL company AAA Cooper was huge for the truckload carrier and also led to some ripple effects in shipping stocks. 

On this episode of Great Quarter, Guys, Andrew Cox talks to Deutsche Bank’s Amit Mehrotra about why Mehrotra favors Knight-Swift stock and what other companies he thinks are leading the pack. He also explains if he remains bullish on the outlook for the rest of 2021.

Before Mehrotra, FreightWaves Lead Economist Anthony Smith joins the show as co-host for a round of “You Care or Nah?” featuring questions about Nike’s potential shortages, the rise of private-label branding lines and DHL’s decision to use cargo drones. 

Cox and Smith also discuss the latest in retail sales numbers and how the employment landscape is measuring up with consumer confidence and quit rates. 

You can find more Great Quarter, Guys episodes and recaps for all our live podcasts here.