{"version":"1.0.0","segments":[{"speaker":"Anthony Fullbrook","startTime":2.7,"endTime":2.94,"body":"You"},{"speaker":"Bryan Most","startTime":2.94,"endTime":3.27,"body":"are now"},{"speaker":"Anthony Fullbrook","startTime":3.27,"endTime":5.34,"body":"listening"},{"speaker":"Anthony Fullbrook","startTime":3.27,"endTime":5.34,"body":"to the supply chain secrets"},{"speaker":"Anthony Fullbrook","startTime":5.34,"endTime":8.189,"body":"podcast with Brian most and Don"},{"speaker":"Bryan Most","startTime":8.189,"endTime":10.67,"body":"Davis, everyone."},{"speaker":"Bryan Most","startTime":10.82,"endTime":14.03,"body":"I'm Brian, most SVP of retail"},{"speaker":"Bryan Most","startTime":10.82,"endTime":14.03,"body":"strategy, not chicks and"},{"speaker":"Bryan Most","startTime":14.03,"endTime":15.62,"body":"former VP of supply chain at"},{"speaker":"Don Davis","startTime":15.62,"endTime":16.07,"body":"Walmart."},{"speaker":"Don Davis","startTime":16.73,"endTime":17.75,"body":"And I'm Don Davis."},{"speaker":"Don Davis","startTime":17.78,"endTime":20.84,"body":"I'm the senior vice president of carrier"},{"speaker":"Don Davis","startTime":17.78,"endTime":20.84,"body":"strategy here at Nintex and former"},{"speaker":"Don Davis","startTime":20.84,"endTime":23.18,"body":"executive of CMACGM and happy Lloyd."},{"speaker":"Bryan Most","startTime":23.93,"endTime":27.02,"body":"And we're back again with"},{"speaker":"Bryan Most","startTime":23.93,"endTime":27.02,"body":"our podcast supply chain secrets."},{"speaker":"Bryan Most","startTime":27.465,"endTime":29.535,"body":"Don and I are very excited to announce."},{"speaker":"Bryan Most","startTime":29.535,"endTime":32.805,"body":"We have a very special"},{"speaker":"Bryan Most","startTime":29.535,"endTime":32.805,"body":"guest on the show today, Mr."},{"speaker":"Bryan Most","startTime":32.805,"endTime":33.825,"body":"Anthony Fallbrook."},{"speaker":"Bryan Most","startTime":34.215,"endTime":39.135,"body":"He's the president of OEC group in"},{"speaker":"Bryan Most","startTime":34.215,"endTime":39.135,"body":"New York OEC group is one of the"},{"speaker":"Bryan Most","startTime":39.135,"endTime":43.695,"body":"leading NVO CC freight forwarding"},{"speaker":"Bryan Most","startTime":39.135,"endTime":43.695,"body":"companies that was established in 1981."},{"speaker":"Bryan Most","startTime":44.64,"endTime":48.63,"body":"They have headquarters located in"},{"speaker":"Bryan Most","startTime":44.64,"endTime":48.63,"body":"Taipei, Taiwan as well as regional"},{"speaker":"Bryan Most","startTime":48.63,"endTime":52.14,"body":"headquarters in New York and branches"},{"speaker":"Bryan Most","startTime":48.63,"endTime":52.14,"body":"throughout Asia, North America and"},{"speaker":"Bryan Most","startTime":52.14,"endTime":57.09,"body":"Europe OEC group engine was a strong"},{"speaker":"Bryan Most","startTime":52.14,"endTime":57.09,"body":"position and a rapidly growing market."},{"speaker":"Bryan Most","startTime":57.66,"endTime":58.11,"body":"Anthony,"},{"speaker":"Don Davis","startTime":58.14,"endTime":59.1,"body":"welcome to the show."},{"speaker":"Don Davis","startTime":59.94,"endTime":60.6,"body":"Thank you, Brian."},{"speaker":"Don Davis","startTime":61.71,"endTime":65.789,"body":"So Anthony, the last time we saw"},{"speaker":"Don Davis","startTime":61.71,"endTime":65.789,"body":"each other, I'll never forget the"},{"speaker":"Don Davis","startTime":65.8,"endTime":71.55,"body":"day because it was March of 2020,"},{"speaker":"Don Davis","startTime":65.8,"endTime":71.55,"body":"and we had met in your office and"},{"speaker":"Don Davis","startTime":71.55,"endTime":73.62,"body":"then we were going out to lunch."},{"speaker":"Don Davis","startTime":74.13,"endTime":79.2,"body":"And the first thing I remember is that"},{"speaker":"Don Davis","startTime":74.13,"endTime":79.2,"body":"this place was not far away, but it took"},{"speaker":"Don Davis","startTime":79.2,"endTime":84.15,"body":"us forever to get there because there"},{"speaker":"Don Davis","startTime":79.2,"endTime":84.15,"body":"was a Costco over, off to the side that"},{"speaker":"Don Davis","startTime":84.15,"endTime":86.039,"body":"was just causing all this congestion."},{"speaker":"Don Davis","startTime":86.17,"endTime":89.729,"body":"And at that time there was"},{"speaker":"Don Davis","startTime":86.17,"endTime":89.729,"body":"all this mayhem around Paper"},{"speaker":"Don Davis","startTime":89.729,"endTime":91.08,"body":"products and things like that."},{"speaker":"Don Davis","startTime":91.649,"endTime":97.759,"body":"And then we sat at lunch and it was one"},{"speaker":"Don Davis","startTime":91.649,"endTime":97.759,"body":"of those days where the stock market"},{"speaker":"Don Davis","startTime":97.759,"endTime":99.66,"body":"had halted trading several times."},{"speaker":"Don Davis","startTime":99.91,"endTime":103.88,"body":"The NBA had announced they're going to"},{"speaker":"Don Davis","startTime":99.91,"endTime":103.88,"body":"suspend their season and things like that."},{"speaker":"Don Davis","startTime":104.119,"endTime":107.449,"body":"And it was just at the height of"},{"speaker":"Don Davis","startTime":104.119,"endTime":107.449,"body":"all this change with the pandemic."},{"speaker":"Don Davis","startTime":107.78,"endTime":109.369,"body":"And it was, it was quite a day."},{"speaker":"Don Davis","startTime":110.179,"endTime":113.119,"body":"How would you describe how"},{"speaker":"Don Davis","startTime":110.179,"endTime":113.119,"body":"things have evolved since then?"},{"speaker":"Don Davis","startTime":113.14,"endTime":117.08,"body":"And what would you say has"},{"speaker":"Don Davis","startTime":113.14,"endTime":117.08,"body":"been the biggest challenge over"},{"speaker":"Don Davis","startTime":117.08,"endTime":118.22,"body":"the course of the past year?"},{"speaker":"Anthony Fullbrook","startTime":120.285,"endTime":125.055,"body":"I mean, it's"},{"speaker":"Anthony Fullbrook","startTime":120.285,"endTime":125.055,"body":"incredible to look back now and"},{"speaker":"Anthony Fullbrook","startTime":125.055,"endTime":130.215,"body":"realize that it was only, only a"},{"speaker":"Anthony Fullbrook","startTime":125.055,"endTime":130.215,"body":"year from, from then, until now, and"},{"speaker":"Anthony Fullbrook","startTime":130.225,"endTime":131.925,"body":"how much has changed in that year."},{"speaker":"Anthony Fullbrook","startTime":131.925,"endTime":136.995,"body":"So we we've seen everything"},{"speaker":"Anthony Fullbrook","startTime":131.925,"endTime":136.995,"body":"happen in that 12 months."},{"speaker":"Anthony Fullbrook","startTime":136.995,"endTime":140.985,"body":"So obviously after, after that was"},{"speaker":"Anthony Fullbrook","startTime":136.995,"endTime":140.985,"body":"probably the last time that we met"},{"speaker":"Anthony Fullbrook","startTime":141.635,"endTime":146.555,"body":"and country went into shutdown and"},{"speaker":"Anthony Fullbrook","startTime":141.635,"endTime":146.555,"body":"obviously in New York, very severely."},{"speaker":"Anthony Fullbrook","startTime":146.555,"endTime":146.895,"body":"So."},{"speaker":"Anthony Fullbrook","startTime":147.775,"endTime":156.05,"body":"And we saw volumes go to record lows in"},{"speaker":"Anthony Fullbrook","startTime":147.775,"endTime":156.05,"body":"that three, four, five months, and then"},{"speaker":"Anthony Fullbrook","startTime":156.09,"endTime":162.329,"body":"it calls so you know, recovery at the end"},{"speaker":"Anthony Fullbrook","startTime":156.09,"endTime":162.329,"body":"of the summer, we've seen amazing returns"},{"speaker":"Anthony Fullbrook","startTime":162.34,"endTime":164.82,"body":"in, in, in, in volumes and record growth."},{"speaker":"Anthony Fullbrook","startTime":165.329,"endTime":171.27,"body":"So from record low to record"},{"speaker":"Anthony Fullbrook","startTime":165.329,"endTime":171.27,"body":"high and I think for, you know,"},{"speaker":"Anthony Fullbrook","startTime":171.27,"endTime":175.5,"body":"industry wise, what was really"},{"speaker":"Anthony Fullbrook","startTime":171.27,"endTime":175.5,"body":"interesting was the whole world."},{"speaker":"Anthony Fullbrook","startTime":175.994,"endTime":177.494,"body":"Slowed down at the same time."},{"speaker":"Anthony Fullbrook","startTime":178.334,"endTime":181.755,"body":"And then the whole world sped up at"},{"speaker":"Anthony Fullbrook","startTime":178.334,"endTime":181.755,"body":"the same time, which is something"},{"speaker":"Anthony Fullbrook","startTime":182.174,"endTime":183.855,"body":"that I've never really seen before."},{"speaker":"Anthony Fullbrook","startTime":184.575,"endTime":189.135,"body":"And that put real challenges you"},{"speaker":"Anthony Fullbrook","startTime":184.575,"endTime":189.135,"body":"know, on, on, on for the carriers"},{"speaker":"Anthony Fullbrook","startTime":189.135,"endTime":193.035,"body":"and, and for, for the supply chain,"},{"speaker":"Anthony Fullbrook","startTime":189.135,"endTime":193.035,"body":"but particularly the first country to"},{"speaker":"Anthony Fullbrook","startTime":193.035,"endTime":195.614,"body":"come out of the lockdown w with China."},{"speaker":"Anthony Fullbrook","startTime":196.154,"endTime":199.035,"body":"So everything that came in and"},{"speaker":"Anthony Fullbrook","startTime":196.154,"endTime":199.035,"body":"out of China to the rest of"},{"speaker":"Anthony Fullbrook","startTime":199.035,"endTime":200.445,"body":"the world, it all hit at once."},{"speaker":"Anthony Fullbrook","startTime":201.165,"endTime":202.065,"body":"Is it typically."},{"speaker":"Anthony Fullbrook","startTime":202.529,"endTime":205.92,"body":"Well, when, when you pee, not everywhere"},{"speaker":"Anthony Fullbrook","startTime":202.529,"endTime":205.92,"body":"peaks at once and carers are able to be"},{"speaker":"Anthony Fullbrook","startTime":205.92,"endTime":210.57,"body":"smarter, move their fleet around to, you"},{"speaker":"Anthony Fullbrook","startTime":205.92,"endTime":210.57,"body":"know, to utilize, to cover the hotspots."},{"speaker":"Anthony Fullbrook","startTime":211.019,"endTime":212.279,"body":"But there was no doubt."},{"speaker":"Anthony Fullbrook","startTime":212.309,"endTime":216.989,"body":"The whole world came, came on this"},{"speaker":"Anthony Fullbrook","startTime":212.309,"endTime":216.989,"body":"very sharp sort of a V-shaped return"},{"speaker":"Anthony Fullbrook","startTime":217.649,"endTime":219.029,"body":"globally all at the same time."},{"speaker":"Anthony Fullbrook","startTime":219.029,"endTime":223.469,"body":"And there wasn't there wasn't S the, the"},{"speaker":"Anthony Fullbrook","startTime":219.029,"endTime":223.469,"body":"spare Slack capacity from another trade"},{"speaker":"Anthony Fullbrook","startTime":223.469,"endTime":225.63,"body":"to really, to really balance things out."},{"speaker":"Anthony Fullbrook","startTime":226.079,"endTime":229.89,"body":"So we've been on an incredible crunch,"},{"speaker":"Anthony Fullbrook","startTime":226.079,"endTime":229.89,"body":"really starting from, from September."},{"speaker":"Don Davis","startTime":232.125,"endTime":232.335,"body":"Yeah."},{"speaker":"Don Davis","startTime":232.335,"endTime":236.445,"body":"And would you say that the other"},{"speaker":"Don Davis","startTime":232.335,"endTime":236.445,"body":"noteworthy thing is with all these"},{"speaker":"Don Davis","startTime":236.695,"endTime":240.795,"body":"challenges on the carrier side"},{"speaker":"Don Davis","startTime":236.695,"endTime":240.795,"body":"is that their on-time performance"},{"speaker":"Don Davis","startTime":240.795,"endTime":244.635,"body":"has dropped significantly over"},{"speaker":"Don Davis","startTime":240.795,"endTime":244.635,"body":"the course of the past year."},{"speaker":"Don Davis","startTime":244.935,"endTime":247.815,"body":"Has that been a"},{"speaker":"Don Davis","startTime":244.935,"endTime":247.815,"body":"significant impact for you?"},{"speaker":"Don Davis","startTime":247.815,"endTime":249.155,"body":"Or how has that affected OAC?"},{"speaker":"Anthony Fullbrook","startTime":251.045,"endTime":254.045,"body":"Yeah, I, you know,"},{"speaker":"Anthony Fullbrook","startTime":251.045,"endTime":254.045,"body":"someone's just trying to describe it to"},{"speaker":"Anthony Fullbrook","startTime":254.045,"endTime":257.015,"body":"me that the cane shape or the cane return."},{"speaker":"Anthony Fullbrook","startTime":257.565,"endTime":260.745,"body":"Well, if everything, the pricing is going"},{"speaker":"Anthony Fullbrook","startTime":257.565,"endTime":260.745,"body":"up through the roof on the, on the, on"},{"speaker":"Anthony Fullbrook","startTime":260.745,"endTime":266.405,"body":"the case, on the case side and, and on"},{"speaker":"Anthony Fullbrook","startTime":260.745,"endTime":266.405,"body":"time performance and salvage is going,"},{"speaker":"Anthony Fullbrook","startTime":266.445,"endTime":269.164,"body":"going down the other side of the cake."},{"speaker":"Anthony Fullbrook","startTime":269.505,"endTime":271.905,"body":"It obviously it's been very challenging."},{"speaker":"Anthony Fullbrook","startTime":272.174,"endTime":278.424,"body":"The, the biggest issues, you know, has"},{"speaker":"Anthony Fullbrook","startTime":272.174,"endTime":278.424,"body":"this been the congestion's called caused,"},{"speaker":"Anthony Fullbrook","startTime":278.494,"endTime":284.505,"body":"uh, vessel bunching and the bunching"},{"speaker":"Anthony Fullbrook","startTime":278.494,"endTime":284.505,"body":"creates ripples down the supply chain."},{"speaker":"Anthony Fullbrook","startTime":285.33,"endTime":288.39,"body":"And that's the, that's the hardest"},{"speaker":"Anthony Fullbrook","startTime":285.33,"endTime":288.39,"body":"part because everyone's off,"},{"speaker":"Anthony Fullbrook","startTime":288.45,"endTime":292.25,"body":"you know, schedules are still"},{"speaker":"Anthony Fullbrook","startTime":288.45,"endTime":292.25,"body":"forecasted, advance advantage."},{"speaker":"Anthony Fullbrook","startTime":292.27,"endTime":296.43,"body":"You booking on vessels where the"},{"speaker":"Anthony Fullbrook","startTime":292.27,"endTime":296.43,"body":"vessels are, are still 10 days out."},{"speaker":"Anthony Fullbrook","startTime":297.21,"endTime":301.26,"body":"And, and so you're not getting"},{"speaker":"Anthony Fullbrook","startTime":297.21,"endTime":301.26,"body":"your container for 10 days, but"},{"speaker":"Anthony Fullbrook","startTime":301.26,"endTime":304.349,"body":"you've got to do your booking, you"},{"speaker":"Anthony Fullbrook","startTime":301.26,"endTime":304.349,"body":"know, by, by a certain time period."},{"speaker":"Anthony Fullbrook","startTime":304.71,"endTime":311.25,"body":"And it's hard to understand, you know,"},{"speaker":"Anthony Fullbrook","startTime":304.71,"endTime":311.25,"body":"where exactly your cargo is with within,"},{"speaker":"Anthony Fullbrook","startTime":311.28,"endTime":313.249,"body":"within the, within the supply chain."},{"speaker":"Anthony Fullbrook","startTime":313.849,"endTime":320.02,"body":"And, and a lot of systems are not"},{"speaker":"Anthony Fullbrook","startTime":313.849,"endTime":320.02,"body":"well, well, first in, in you know,"},{"speaker":"Anthony Fullbrook","startTime":321.1,"endTime":323.85,"body":"in showing what, you know, when"},{"speaker":"Anthony Fullbrook","startTime":321.1,"endTime":323.85,"body":"you call you is getting stuck."},{"speaker":"Anthony Fullbrook","startTime":324.36,"endTime":328.68,"body":"And so it's been a lack of visibility"},{"speaker":"Anthony Fullbrook","startTime":324.36,"endTime":328.68,"body":"but from our side on, on the client side."},{"speaker":"Anthony Fullbrook","startTime":328.68,"endTime":331.17,"body":"And I think that's the hardest"},{"speaker":"Anthony Fullbrook","startTime":328.68,"endTime":331.17,"body":"thing for people when people"},{"speaker":"Anthony Fullbrook","startTime":331.17,"endTime":332.82,"body":"understand about delays."},{"speaker":"Anthony Fullbrook","startTime":333.315,"endTime":336.104,"body":"But it's getting that, that"},{"speaker":"Anthony Fullbrook","startTime":333.315,"endTime":336.104,"body":"consistent clear message"},{"speaker":"Anthony Fullbrook","startTime":336.104,"endTime":337.724,"body":"exactly where you can't go is."},{"speaker":"Anthony Fullbrook","startTime":337.935,"endTime":342.015,"body":"So you can say you can account for, for"},{"speaker":"Anthony Fullbrook","startTime":337.935,"endTime":342.015,"body":"those delays and try and build it into"},{"speaker":"Anthony Fullbrook","startTime":342.015,"endTime":343.635,"body":"your, into your supply chain model."},{"speaker":"Bryan Most","startTime":344.745,"endTime":348.855,"body":"You know, Anthony, you've got"},{"speaker":"Bryan Most","startTime":344.745,"endTime":348.855,"body":"a lot of experience in this industry and,"},{"speaker":"Bryan Most","startTime":349.395,"endTime":353.085,"body":"you know, I just wonder when you think"},{"speaker":"Bryan Most","startTime":349.395,"endTime":353.085,"body":"about the scale, we, we, we've all talked"},{"speaker":"Bryan Most","startTime":353.085,"endTime":358.235,"body":"about going through things in the past,"},{"speaker":"Bryan Most","startTime":353.085,"endTime":358.235,"body":"whether it be labor negotiations, port"},{"speaker":"Bryan Most","startTime":358.235,"endTime":361.755,"body":"lockouts carrier bankruptcies, et cetera."},{"speaker":"Bryan Most","startTime":361.784,"endTime":365.23,"body":"I mean, How do you kind of"},{"speaker":"Bryan Most","startTime":361.784,"endTime":365.23,"body":"rate this, you know, what we've"},{"speaker":"Bryan Most","startTime":365.23,"endTime":366.37,"body":"gone through the past year?"},{"speaker":"Bryan Most","startTime":366.37,"endTime":368.56,"body":"Is it visit truly the worst you've seen?"},{"speaker":"Bryan Most","startTime":368.56,"endTime":372.82,"body":"And if so, like in what ways, what,"},{"speaker":"Bryan Most","startTime":368.56,"endTime":372.82,"body":"what makes it the worst, you know, that,"},{"speaker":"Bryan Most","startTime":372.82,"endTime":374.8,"body":"that we've seen in, in, in most of our"},{"speaker":"Don Davis","startTime":374.8,"endTime":375.43,"body":"careers,"},{"speaker":"Anthony Fullbrook","startTime":376.89,"endTime":380.93,"body":"I, I, as I said,"},{"speaker":"Anthony Fullbrook","startTime":376.89,"endTime":380.93,"body":"I think we've seen the whole gamut."},{"speaker":"Anthony Fullbrook","startTime":381.94,"endTime":385.469,"body":"In the last 12 months, we've,"},{"speaker":"Anthony Fullbrook","startTime":381.94,"endTime":385.469,"body":"we've seen the West coast port"},{"speaker":"Anthony Fullbrook","startTime":385.469,"endTime":389.64,"body":"lockout where you've seen, you"},{"speaker":"Anthony Fullbrook","startTime":385.469,"endTime":389.64,"body":"know, bankruptcy it's all happened."},{"speaker":"Anthony Fullbrook","startTime":389.969,"endTime":391.65,"body":"Not, not necessarily because."},{"speaker":"Anthony Fullbrook","startTime":392.039,"endTime":397.409,"body":"You know, a carrier has gone bankrupt,"},{"speaker":"Anthony Fullbrook","startTime":392.039,"endTime":397.409,"body":"but the extremes of the bottom end and"},{"speaker":"Anthony Fullbrook","startTime":397.409,"endTime":402.12,"body":"the top end of all happened at once"},{"speaker":"Anthony Fullbrook","startTime":397.409,"endTime":402.12,"body":"within, within one contract cycle,"},{"speaker":"Anthony Fullbrook","startTime":402.659,"endTime":404.849,"body":"within, within a 12 month period."},{"speaker":"Anthony Fullbrook","startTime":405.549,"endTime":412.049,"body":"And, and that's, and that's very hard"},{"speaker":"Anthony Fullbrook","startTime":405.549,"endTime":412.049,"body":"to accommodate huge shifts in volume,"},{"speaker":"Anthony Fullbrook","startTime":412.32,"endTime":415.74,"body":"especially if you're a carrier or a"},{"speaker":"Anthony Fullbrook","startTime":412.32,"endTime":415.74,"body":"terminal, it, your, your asset base."},{"speaker":"Anthony Fullbrook","startTime":416.55,"endTime":418.8,"body":"Yeah, there in so many units you can do."},{"speaker":"Anthony Fullbrook","startTime":418.8,"endTime":423.68,"body":"And if they no more available land or"},{"speaker":"Anthony Fullbrook","startTime":418.8,"endTime":423.68,"body":"available boats, it's hard to accommodate"},{"speaker":"Anthony Fullbrook","startTime":423.68,"endTime":429.12,"body":"you know, the, the growth or the decrease"},{"speaker":"Anthony Fullbrook","startTime":423.68,"endTime":429.12,"body":"in volume when it was, when it was very"},{"speaker":"Anthony Fullbrook","startTime":429.12,"endTime":431.25,"body":"bad at the early parts of last year."},{"speaker":"Bryan Most","startTime":433.515,"endTime":437.955,"body":"And it's one of these senses"},{"speaker":"Bryan Most","startTime":433.515,"endTime":437.955,"body":"where I think there was at least a hope"},{"speaker":"Bryan Most","startTime":437.985,"endTime":442.995,"body":"or a glimmer of hope that that maybe this"},{"speaker":"Bryan Most","startTime":437.985,"endTime":442.995,"body":"would settle and be, be put behind us."},{"speaker":"Bryan Most","startTime":442.995,"endTime":448.005,"body":"I think coming out of quarter"},{"speaker":"Bryan Most","startTime":442.995,"endTime":448.005,"body":"four, there was this urgency around"},{"speaker":"Bryan Most","startTime":448.005,"endTime":451.505,"body":"Chinese new year, but then maybe a"},{"speaker":"Bryan Most","startTime":448.005,"endTime":451.505,"body":"hope that things would settle in."},{"speaker":"Bryan Most","startTime":451.575,"endTime":454.575,"body":"It certainly doesn't seem"},{"speaker":"Bryan Most","startTime":451.575,"endTime":454.575,"body":"as if that has happened."},{"speaker":"Bryan Most","startTime":454.575,"endTime":459.485,"body":"What, do you, what are you seeing now and"},{"speaker":"Bryan Most","startTime":454.575,"endTime":459.485,"body":"what do you foresee for the balance of the"},{"speaker":"Anthony Fullbrook","startTime":460.885,"endTime":461.094,"body":"year?"},{"speaker":"Anthony Fullbrook","startTime":461.635,"endTime":465.555,"body":"I, feel the, the US economy"},{"speaker":"Anthony Fullbrook","startTime":461.635,"endTime":465.555,"body":"is still very strong."},{"speaker":"Anthony Fullbrook","startTime":466.284,"endTime":476.655,"body":"And we have yet to truly come out of, the"},{"speaker":"Anthony Fullbrook","startTime":466.284,"endTime":476.655,"body":"Corona lockdown So I think it would be"},{"speaker":"Anthony Fullbrook","startTime":476.655,"endTime":483.315,"body":"safe as to, imagine that the back half"},{"speaker":"Anthony Fullbrook","startTime":476.655,"endTime":483.315,"body":"of the year will still be very strong."},{"speaker":"Anthony Fullbrook","startTime":484.07,"endTime":489.24,"body":"The American, population when"},{"speaker":"Anthony Fullbrook","startTime":484.07,"endTime":489.24,"body":"it comes out of lockdown."},{"speaker":"Anthony Fullbrook","startTime":489.65,"endTime":495.99,"body":"will more fully go back to its, its"},{"speaker":"Anthony Fullbrook","startTime":489.65,"endTime":495.99,"body":"old consumer habits that in the short"},{"speaker":"Anthony Fullbrook","startTime":495.99,"endTime":503.59,"body":"term at the end of last year, I, think,"},{"speaker":"Anthony Fullbrook","startTime":495.99,"endTime":503.59,"body":"internet, traffic and goods, were house"},{"speaker":"Anthony Fullbrook","startTime":503.61,"endTime":507.81,"body":"based or garden based did extremely"},{"speaker":"Anthony Fullbrook","startTime":503.61,"endTime":507.81,"body":"well because everyone's restricted to"},{"speaker":"Anthony Fullbrook","startTime":507.81,"endTime":510.28,"body":"those two areas, depending on weather."},{"speaker":"Anthony Fullbrook","startTime":510.979,"endTime":514.319,"body":"But I, think there are other areas"},{"speaker":"Anthony Fullbrook","startTime":510.979,"endTime":514.319,"body":"that, that, there there's been"},{"speaker":"Anthony Fullbrook","startTime":514.319,"endTime":519.13,"body":"significant pent up demand that will"},{"speaker":"Anthony Fullbrook","startTime":514.319,"endTime":519.13,"body":"release it the back end of this year."},{"speaker":"Anthony Fullbrook","startTime":519.76,"endTime":522.75,"body":"and I think we also have a"},{"speaker":"Anthony Fullbrook","startTime":519.76,"endTime":522.75,"body":"traditional peak season that."},{"speaker":"Anthony Fullbrook","startTime":523.605,"endTime":527.655,"body":"Though vastly different in, recent"},{"speaker":"Anthony Fullbrook","startTime":523.605,"endTime":527.655,"body":"years because of internet traffic,"},{"speaker":"Anthony Fullbrook","startTime":527.655,"endTime":531.645,"body":"and some dumbing down of what happens"},{"speaker":"Anthony Fullbrook","startTime":527.655,"endTime":531.645,"body":"during the holiday season, at the end"},{"speaker":"Anthony Fullbrook","startTime":531.645,"endTime":533.925,"body":"of the year at slightly more balance."},{"speaker":"Anthony Fullbrook","startTime":533.955,"endTime":538.275,"body":"But it's definitely significant, but"},{"speaker":"Anthony Fullbrook","startTime":533.955,"endTime":538.275,"body":"those two things coupled together"},{"speaker":"Anthony Fullbrook","startTime":538.325,"endTime":542.685,"body":"should suggest that, we, we have a very"},{"speaker":"Anthony Fullbrook","startTime":538.325,"endTime":542.685,"body":"good quarter three and quarter four."},{"speaker":"Anthony Fullbrook","startTime":542.705,"endTime":549.635,"body":"So on top of logistical challenges that"},{"speaker":"Anthony Fullbrook","startTime":542.705,"endTime":549.635,"body":"are already getting baked in to assess"},{"speaker":"Anthony Fullbrook","startTime":549.635,"endTime":556.245,"body":"them as in the interruptions because of"},{"speaker":"Anthony Fullbrook","startTime":549.635,"endTime":556.245,"body":"the Suez canal and the current bunching"},{"speaker":"Anthony Fullbrook","startTime":556.245,"endTime":560.775,"body":"and rippling effects from, what's"},{"speaker":"Anthony Fullbrook","startTime":556.245,"endTime":560.775,"body":"happening on the, on the East coast."},{"speaker":"Anthony Fullbrook","startTime":561.385,"endTime":567.425,"body":"And particularly in, Los Angeles and"},{"speaker":"Anthony Fullbrook","startTime":561.385,"endTime":567.425,"body":"long Beach and those bunching, of"},{"speaker":"Anthony Fullbrook","startTime":567.445,"endTime":572.525,"body":"vessels and ripple effects take a very"},{"speaker":"Anthony Fullbrook","startTime":567.445,"endTime":572.525,"body":"long time to, work their way through"},{"speaker":"Anthony Fullbrook","startTime":572.525,"endTime":577.695,"body":"the, supply chain and, for carriers"},{"speaker":"Anthony Fullbrook","startTime":572.525,"endTime":577.695,"body":"to both get those vessels back onto,"},{"speaker":"Anthony Fullbrook","startTime":578.205,"endTime":581.145,"body":"back onto, their original schedules."},{"speaker":"Anthony Fullbrook","startTime":581.835,"endTime":587.275,"body":"And that's at least three, four months"},{"speaker":"Anthony Fullbrook","startTime":581.835,"endTime":587.275,"body":"out coupled together with, with, you"},{"speaker":"Anthony Fullbrook","startTime":587.275,"endTime":594.255,"body":"know, with a, return in the economy"},{"speaker":"Anthony Fullbrook","startTime":587.275,"endTime":594.255,"body":"and an opening, up of society in"},{"speaker":"Anthony Fullbrook","startTime":594.255,"endTime":599.555,"body":"America, I think has a very strong"},{"speaker":"Anthony Fullbrook","startTime":594.255,"endTime":599.555,"body":"forecast for, for logistics, supply"},{"speaker":"Anthony Fullbrook","startTime":599.555,"endTime":602.175,"body":"chain and, possibly retail as a whole."},{"speaker":"Don Davis","startTime":603.45,"endTime":605.67,"body":"Yeah, I think that's one"},{"speaker":"Don Davis","startTime":603.45,"endTime":605.67,"body":"of the biggest challenges, right?"},{"speaker":"Don Davis","startTime":605.67,"endTime":610.68,"body":"That it's, it's based on what we know"},{"speaker":"Don Davis","startTime":605.67,"endTime":610.68,"body":"today, but then you have a ship gets"},{"speaker":"Don Davis","startTime":610.68,"endTime":614.4,"body":"stuck in the Suez canal and then all of"},{"speaker":"Don Davis","startTime":610.68,"endTime":614.4,"body":"a sudden, all these other issues that"},{"speaker":"Don Davis","startTime":614.4,"endTime":616.38,"body":"start to crop up and it takes a long time."},{"speaker":"Don Davis","startTime":616.38,"endTime":622.83,"body":"So it's it's I think just based on"},{"speaker":"Don Davis","startTime":616.38,"endTime":622.83,"body":"the status quo, most predictions are"},{"speaker":"Don Davis","startTime":622.83,"endTime":625.05,"body":"that things will be strong through"},{"speaker":"Don Davis","startTime":622.83,"endTime":625.05,"body":"the end of the year that we'll see"},{"speaker":"Don Davis","startTime":625.05,"endTime":627.69,"body":"this normal peak season cycle, but."},{"speaker":"Don Davis","startTime":628.05,"endTime":631.26,"body":"You know what happens on the other side,"},{"speaker":"Don Davis","startTime":628.05,"endTime":631.26,"body":"you know, could something else that"},{"speaker":"Don Davis","startTime":631.26,"endTime":632.64,"body":"we haven't even thought of yet happen?"},{"speaker":"Don Davis","startTime":632.64,"endTime":633.3,"body":"Absolutely."},{"speaker":"Don Davis","startTime":633.3,"endTime":638.07,"body":"And I think that's the scary part because"},{"speaker":"Don Davis","startTime":633.3,"endTime":638.07,"body":"even without that there's potential"},{"speaker":"Don Davis","startTime":638.07,"endTime":642.36,"body":"that something else could happen,"},{"speaker":"Don Davis","startTime":638.07,"endTime":642.36,"body":"which causes these further delays or"},{"speaker":"Don Davis","startTime":642.36,"endTime":643.86,"body":"further challenges for the carriers."},{"speaker":"Anthony Fullbrook","startTime":645.29,"endTime":645.71,"body":"Yeah."},{"speaker":"Anthony Fullbrook","startTime":645.83,"endTime":652.52,"body":"I think regular in an irregular"},{"speaker":"Anthony Fullbrook","startTime":645.83,"endTime":652.52,"body":"situation, if you're at 80, 90%"},{"speaker":"Anthony Fullbrook","startTime":652.61,"endTime":655.19,"body":"capacity, you have some Slack capacity."},{"speaker":"Anthony Fullbrook","startTime":655.635,"endTime":658.845,"body":"So you to make adjustments to when"},{"speaker":"Anthony Fullbrook","startTime":655.635,"endTime":658.845,"body":"you're running, like we are right now"},{"speaker":"Anthony Fullbrook","startTime":659.355,"endTime":664.365,"body":"at over a hundred percent, there, there"},{"speaker":"Anthony Fullbrook","startTime":659.355,"endTime":664.365,"body":"is, there is no, no room for correction"},{"speaker":"Anthony Fullbrook","startTime":664.875,"endTime":672.234,"body":"and any school and any small problem"},{"speaker":"Anthony Fullbrook","startTime":664.875,"endTime":672.234,"body":"adds its impact because of that."},{"speaker":"Anthony Fullbrook","startTime":672.814,"endTime":677.535,"body":"And it's felt far, you know,"},{"speaker":"Anthony Fullbrook","startTime":672.814,"endTime":677.535,"body":"felt throughout the supply chain."},{"speaker":"Anthony Fullbrook","startTime":677.535,"endTime":681.825,"body":"And I think that's that's probably"},{"speaker":"Anthony Fullbrook","startTime":677.535,"endTime":681.825,"body":"in right now, which is so, so full."},{"speaker":"Anthony Fullbrook","startTime":681.825,"endTime":683.865,"body":"We have no room for error, no margin."},{"speaker":"Don Davis","startTime":685.14,"endTime":689.94,"body":"W one thing that's emerged"},{"speaker":"Don Davis","startTime":685.14,"endTime":689.94,"body":"as part of what's been going on in the"},{"speaker":"Don Davis","startTime":689.94,"endTime":694.14,"body":"market are the carriers number of carriers"},{"speaker":"Don Davis","startTime":689.94,"endTime":694.14,"body":"have launched these premium products."},{"speaker":"Don Davis","startTime":694.14,"endTime":696.27,"body":"So MSC has their diamond service."},{"speaker":"Don Davis","startTime":696.27,"endTime":698.1,"body":"CMA has C priority."},{"speaker":"Don Davis","startTime":698.37,"endTime":700.41,"body":"Hapag-Lloyd has a booking guarantee."},{"speaker":"Don Davis","startTime":700.83,"endTime":703.47,"body":"How, how has that, what's"},{"speaker":"Don Davis","startTime":700.83,"endTime":703.47,"body":"your observations there?"},{"speaker":"Don Davis","startTime":703.47,"endTime":706.9,"body":"How has that impacted OEC and what"},{"speaker":"Don Davis","startTime":703.47,"endTime":706.9,"body":"are your thoughts around those?"},{"speaker":"Anthony Fullbrook","startTime":709.48,"endTime":714.065,"body":"I, to be honest,"},{"speaker":"Anthony Fullbrook","startTime":709.48,"endTime":714.065,"body":"originally, I w when, when Kara's"},{"speaker":"Anthony Fullbrook","startTime":714.065,"endTime":718.775,"body":"first launched their, that priority"},{"speaker":"Anthony Fullbrook","startTime":714.065,"endTime":718.775,"body":"products I wasn't that keen on it."},{"speaker":"Anthony Fullbrook","startTime":718.775,"endTime":723.475,"body":"I felt it was very much a competing,"},{"speaker":"Anthony Fullbrook","startTime":718.775,"endTime":723.475,"body":"a competing service against the"},{"speaker":"Anthony Fullbrook","startTime":723.505,"endTime":725.845,"body":"the, the, and freight forwarder."},{"speaker":"Anthony Fullbrook","startTime":726.545,"endTime":732.065,"body":"I think obviously I, as the, the"},{"speaker":"Anthony Fullbrook","startTime":726.545,"endTime":732.065,"body":"situation is continued to get worse"},{"speaker":"Anthony Fullbrook","startTime":732.545,"endTime":736.565,"body":"than priority products I think are,"},{"speaker":"Anthony Fullbrook","startTime":732.545,"endTime":736.565,"body":"have become a more useful tool."},{"speaker":"Anthony Fullbrook","startTime":737.355,"endTime":742.215,"body":"And looking, you know, looking into"},{"speaker":"Anthony Fullbrook","startTime":737.355,"endTime":742.215,"body":"all what's, obviously in the last"},{"speaker":"Anthony Fullbrook","startTime":742.215,"endTime":746.505,"body":"12 months been been extraordinary"},{"speaker":"Anthony Fullbrook","startTime":742.215,"endTime":746.505,"body":"market and then looking forward"},{"speaker":"Anthony Fullbrook","startTime":746.505,"endTime":751.095,"body":"another 12 months again, it's, it's"},{"speaker":"Anthony Fullbrook","startTime":746.505,"endTime":751.095,"body":"going to be an extraordinary market."},{"speaker":"Anthony Fullbrook","startTime":751.455,"endTime":755.515,"body":"I think we have to approach our,"},{"speaker":"Anthony Fullbrook","startTime":751.455,"endTime":755.515,"body":"our supply chain our supply  chain"},{"speaker":"Anthony Fullbrook","startTime":755.515,"endTime":760.845,"body":"problem, with as much creativity and"},{"speaker":"Anthony Fullbrook","startTime":755.515,"endTime":760.845,"body":"versatility is as you are allowed."},{"speaker":"Anthony Fullbrook","startTime":761.415,"endTime":763.375,"body":"And so I think there is a place."},{"speaker":"Anthony Fullbrook","startTime":763.965,"endTime":766.455,"body":"For the premium product"},{"speaker":"Anthony Fullbrook","startTime":763.965,"endTime":766.455,"body":"in a long-term basis."},{"speaker":"Anthony Fullbrook","startTime":766.725,"endTime":770.475,"body":"And you know, if you, if you are"},{"speaker":"Anthony Fullbrook","startTime":766.725,"endTime":770.475,"body":"selective with it and you use it in"},{"speaker":"Anthony Fullbrook","startTime":770.475,"endTime":776.505,"body":"your hotspots to fix a fix otherwise"},{"speaker":"Anthony Fullbrook","startTime":770.475,"endTime":776.505,"body":"unfixable problems, this allows"},{"speaker":"Anthony Fullbrook","startTime":776.505,"endTime":778.155,"body":"you to keep cognitive flooding."},{"speaker":"Anthony Fullbrook","startTime":778.755,"endTime":782.145,"body":"The most, the most dangerous thing"},{"speaker":"Anthony Fullbrook","startTime":778.755,"endTime":782.145,"body":"could happen to you right now is to"},{"speaker":"Anthony Fullbrook","startTime":782.145,"endTime":784.635,"body":"assume that next month will be better."},{"speaker":"Anthony Fullbrook","startTime":785.205,"endTime":790.275,"body":"When all the signs show is that there"},{"speaker":"Anthony Fullbrook","startTime":785.205,"endTime":790.275,"body":"is not slowed down on your supply chain,"},{"speaker":"Anthony Fullbrook","startTime":790.275,"endTime":794.805,"body":"you lose velocity, and then you get a"},{"speaker":"Anthony Fullbrook","startTime":790.275,"endTime":794.805,"body":"backlog that you're unable to relieve."},{"speaker":"Anthony Fullbrook","startTime":795.715,"endTime":800.745,"body":"And, and this  is, this i, this is a"},{"speaker":"Anthony Fullbrook","startTime":795.715,"endTime":800.745,"body":"big, big thing that we encourage all"},{"speaker":"Anthony Fullbrook","startTime":800.745,"endTime":804.975,"body":"our clients, just, just to keep moving"},{"speaker":"Anthony Fullbrook","startTime":800.745,"endTime":804.975,"body":"aggressively forward and keep, keep the"},{"speaker":"Anthony Fullbrook","startTime":804.975,"endTime":809.625,"body":"velocity that to keep the supply chain"},{"speaker":"Anthony Fullbrook","startTime":804.975,"endTime":809.625,"body":"moving because any, any interruption now"},{"speaker":"Anthony Fullbrook","startTime":809.625,"endTime":811.185,"body":"is going to be very, very hard to fix."},{"speaker":"Don Davis","startTime":812.265,"endTime":812.655,"body":"Yeah."},{"speaker":"Don Davis","startTime":812.715,"endTime":817.275,"body":"And my observation with these, these"},{"speaker":"Don Davis","startTime":812.715,"endTime":817.275,"body":"premium products has been that carriers"},{"speaker":"Don Davis","startTime":817.694,"endTime":821.954,"body":"are trying to be a little bit more"},{"speaker":"Don Davis","startTime":817.694,"endTime":821.954,"body":"deliberate as we go into the next"},{"speaker":"Don Davis","startTime":821.954,"endTime":826.365,"body":"contract season, that they're being"},{"speaker":"Don Davis","startTime":821.954,"endTime":826.365,"body":"more thoughtful about how they manage"},{"speaker":"Don Davis","startTime":826.395,"endTime":830.985,"body":"MQC, but they're also trying to allocate"},{"speaker":"Don Davis","startTime":826.395,"endTime":830.985,"body":"some capacity to these premium products."},{"speaker":"Don Davis","startTime":831.074,"endTime":834.074,"body":"I know a lot of people have told me that."},{"speaker":"Don Davis","startTime":834.405,"endTime":837.855,"body":"You know, they might've been held back"},{"speaker":"Don Davis","startTime":834.405,"endTime":837.855,"body":"on their MQC or maybe they went to a"},{"speaker":"Don Davis","startTime":837.855,"endTime":841.814,"body":"different carrier who said, I'm not trying"},{"speaker":"Don Davis","startTime":837.855,"endTime":841.814,"body":"to take new customers now, but I do think"},{"speaker":"Don Davis","startTime":841.814,"endTime":844.095,"body":"that there will be capacity available."},{"speaker":"Don Davis","startTime":844.335,"endTime":847.175,"body":"It'll just be part of the, some of these"},{"speaker":"Don Davis","startTime":844.335,"endTime":847.175,"body":"premium programs that the carriers."},{"speaker":"Anthony Fullbrook","startTime":849.935,"endTime":850.235,"body":"Yeah."},{"speaker":"Anthony Fullbrook","startTime":850.255,"endTime":855.305,"body":"I think there's a fine line"},{"speaker":"Anthony Fullbrook","startTime":850.255,"endTime":855.305,"body":"between being creative, strategic"},{"speaker":"Anthony Fullbrook","startTime":856.685,"endTime":858.985,"body":"and, uh, being overly expensive."},{"speaker":"Anthony Fullbrook","startTime":859.704,"endTime":863.885,"body":"And, and that's the, th that's"},{"speaker":"Anthony Fullbrook","startTime":859.704,"endTime":863.885,"body":"the difficulty had that everyone."},{"speaker":"Anthony Fullbrook","startTime":864.42,"endTime":867.97,"body":"But, you know, that everyone's"},{"speaker":"Anthony Fullbrook","startTime":864.42,"endTime":867.97,"body":"trying to navigate around."},{"speaker":"Anthony Fullbrook","startTime":868.12,"endTime":873.6,"body":"But I think the, the carriers,"},{"speaker":"Anthony Fullbrook","startTime":868.12,"endTime":873.6,"body":"the carriers in the past have"},{"speaker":"Anthony Fullbrook","startTime":873.87,"endTime":876.45,"body":"never really tried to be very"},{"speaker":"Anthony Fullbrook","startTime":873.87,"endTime":876.45,"body":"creative with their product."},{"speaker":"Anthony Fullbrook","startTime":877.56,"endTime":882.42,"body":"And this is this obviously"},{"speaker":"Anthony Fullbrook","startTime":877.56,"endTime":882.42,"body":"signs of a different approach."},{"speaker":"Anthony Fullbrook","startTime":882.98,"endTime":888.195,"body":"And I think, You know, we've never"},{"speaker":"Anthony Fullbrook","startTime":882.98,"endTime":888.195,"body":"seen the market last 25 years."},{"speaker":"Anthony Fullbrook","startTime":888.195,"endTime":889.125,"body":"It's healthy as is."},{"speaker":"Anthony Fullbrook","startTime":889.545,"endTime":893.015,"body":"So the characters are approaching"},{"speaker":"Anthony Fullbrook","startTime":889.545,"endTime":893.015,"body":"this problem from a very different"},{"speaker":"Anthony Fullbrook","startTime":893.425,"endTime":894.905,"body":"from a very different mindset."},{"speaker":"Anthony Fullbrook","startTime":895.625,"endTime":898.485,"body":"I think maybe it's a little painful today."},{"speaker":"Anthony Fullbrook","startTime":898.965,"endTime":904.605,"body":"But maybe as they become more familiar"},{"speaker":"Anthony Fullbrook","startTime":898.965,"endTime":904.605,"body":"with, with with a better  market and,"},{"speaker":"Anthony Fullbrook","startTime":904.605,"endTime":909.675,"body":"an, long-term recognition of a priority"},{"speaker":"Anthony Fullbrook","startTime":904.605,"endTime":909.675,"body":"product, then they will start to balance"},{"speaker":"Anthony Fullbrook","startTime":910.375,"endTime":915.125,"body":"a balance more products in the, in the"},{"speaker":"Anthony Fullbrook","startTime":910.375,"endTime":915.125,"body":"market, not just priority, not just your"},{"speaker":"Anthony Fullbrook","startTime":915.125,"endTime":921.675,"body":"regular uh, FAK and long-term fixed deal,"},{"speaker":"Anthony Fullbrook","startTime":915.125,"endTime":921.675,"body":"but there may be other, other other,"},{"speaker":"Anthony Fullbrook","startTime":921.735,"endTime":925.814,"body":"uh, products, the same issues around"},{"speaker":"Anthony Fullbrook","startTime":921.735,"endTime":925.814,"body":"equipment availability, you know, on"},{"speaker":"Anthony Fullbrook","startTime":925.814,"endTime":928.064,"body":"time rail and, and other guarantees."},{"speaker":"Anthony Fullbrook","startTime":928.47,"endTime":932.27,"body":"That, that that makes, that allows"},{"speaker":"Anthony Fullbrook","startTime":928.47,"endTime":932.27,"body":"you to build a more in a more"},{"speaker":"Anthony Fullbrook","startTime":932.3,"endTime":937.05,"body":"diverse uh, solution with the carrier"},{"speaker":"Anthony Fullbrook","startTime":932.3,"endTime":937.05,"body":"to fix your supply chain needs."},{"speaker":"Bryan Most","startTime":938.805,"endTime":941.415,"body":"You know, I think"},{"speaker":"Bryan Most","startTime":938.805,"endTime":941.415,"body":"anything with any kind of product"},{"speaker":"Bryan Most","startTime":941.415,"endTime":945.585,"body":"or premium product or differentiated"},{"speaker":"Bryan Most","startTime":941.415,"endTime":945.585,"body":"service, the key is just can, can"},{"speaker":"Bryan Most","startTime":945.585,"endTime":947.115,"body":"the carrier deliver on it right."},{"speaker":"Bryan Most","startTime":947.115,"endTime":948.795,"body":"With, with a high degree of success."},{"speaker":"Bryan Most","startTime":948.795,"endTime":952.365,"body":"And as you said, Anthony, there,"},{"speaker":"Bryan Most","startTime":948.795,"endTime":952.365,"body":"some of the premiums that are being"},{"speaker":"Bryan Most","startTime":952.365,"endTime":955.185,"body":"charged are, are pretty significant."},{"speaker":"Bryan Most","startTime":955.245,"endTime":959.115,"body":"And I think it's tough for a shipper"},{"speaker":"Bryan Most","startTime":955.245,"endTime":959.115,"body":"to kind of make the determination"},{"speaker":"Bryan Most","startTime":959.565,"endTime":962.885,"body":"as to whether this is a good"},{"speaker":"Bryan Most","startTime":959.565,"endTime":962.885,"body":"return on my investment, but."},{"speaker":"Bryan Most","startTime":963.495,"endTime":967.415,"body":"I think so many shippers are just"},{"speaker":"Bryan Most","startTime":963.495,"endTime":967.415,"body":"desperate right now that it, it almost"},{"speaker":"Bryan Most","startTime":967.415,"endTime":969.545,"body":"doesn't matter what the price is to pay."},{"speaker":"Bryan Most","startTime":969.545,"endTime":972.995,"body":"And, and I'd love to talk a little"},{"speaker":"Bryan Most","startTime":969.545,"endTime":972.995,"body":"bit more about, about your customers."},{"speaker":"Bryan Most","startTime":972.995,"endTime":975.965,"body":"You talked about some of the advice"},{"speaker":"Bryan Most","startTime":972.995,"endTime":975.965,"body":"that you're giving a customers."},{"speaker":"Bryan Most","startTime":976.625,"endTime":980.735,"body":"I've talked to more BCOs this year."},{"speaker":"Bryan Most","startTime":980.99,"endTime":985.689,"body":"Who have said I've engaged in NVO"},{"speaker":"Bryan Most","startTime":980.99,"endTime":985.689,"body":"for the first time in my career."},{"speaker":"Bryan Most","startTime":986.569,"endTime":991.13,"body":"And not because they didn't want to,"},{"speaker":"Bryan Most","startTime":986.569,"endTime":991.13,"body":"but just because of, of the overcapacity"},{"speaker":"Bryan Most","startTime":991.13,"endTime":994.79,"body":"that's been in the market because of"},{"speaker":"Bryan Most","startTime":991.13,"endTime":994.79,"body":"the commercial flexibility, they've"},{"speaker":"Bryan Most","startTime":994.79,"endTime":996.68,"body":"historically gotten because of their size."},{"speaker":"Bryan Most","startTime":996.68,"endTime":1002.209,"body":"And, you know, I'm talking about medium"},{"speaker":"Bryan Most","startTime":996.68,"endTime":1002.209,"body":"to larger size BCOs that went to NVOs for,"},{"speaker":"Bryan Most","startTime":1002.209,"endTime":1007.39,"body":"for the first time to, to get help and get"},{"speaker":"Bryan Most","startTime":1002.209,"endTime":1007.39,"body":"access to, to capacity in times of need."},{"speaker":"Bryan Most","startTime":1007.39,"endTime":1007.6,"body":"And."},{"speaker":"Bryan Most","startTime":1008.01,"endTime":1011.85,"body":"I'm just curious in terms of what"},{"speaker":"Bryan Most","startTime":1008.01,"endTime":1011.85,"body":"have you seen, what kind of customers,"},{"speaker":"Bryan Most","startTime":1011.88,"endTime":1013.79,"body":"how has your customer base changed?"},{"speaker":"Bryan Most","startTime":1014.3,"endTime":1017.53,"body":"What are they looking for and"},{"speaker":"Bryan Most","startTime":1014.3,"endTime":1017.53,"body":"how are you helping serve them?"},{"speaker":"Anthony Fullbrook","startTime":1019.66,"endTime":1023.46,"body":"I think"},{"speaker":"Anthony Fullbrook","startTime":1019.66,"endTime":1023.46,"body":"probably from a  NVO's perspective."},{"speaker":"Anthony Fullbrook","startTime":1025.12,"endTime":1030.815,"body":"There's always this crossover area"},{"speaker":"Anthony Fullbrook","startTime":1025.12,"endTime":1030.815,"body":"between that, that the, the usefulness"},{"speaker":"Anthony Fullbrook","startTime":1030.815,"endTime":1036.344,"body":"of having an NVO to serve a BCO who"},{"speaker":"Anthony Fullbrook","startTime":1030.815,"endTime":1036.344,"body":"feels that they contract for their"},{"speaker":"Anthony Fullbrook","startTime":1036.744,"endTime":1038.675,"body":"their entire volume with a carrier."},{"speaker":"Anthony Fullbrook","startTime":1039.004,"endTime":1046.054,"body":"I think having a NVO in your portfolio"},{"speaker":"Anthony Fullbrook","startTime":1039.004,"endTime":1046.054,"body":"gives you a in the past, it was, it"},{"speaker":"Anthony Fullbrook","startTime":1046.054,"endTime":1048.514,"body":"was looked at as a versatility move."},{"speaker":"Anthony Fullbrook","startTime":1049.095,"endTime":1050.044,"body":"It's a backup."},{"speaker":"Anthony Fullbrook","startTime":1051.095,"endTime":1059.895,"body":"But I think in the last couple of years"},{"speaker":"Anthony Fullbrook","startTime":1051.095,"endTime":1059.895,"body":"when we've had a space shortage, then it's"},{"speaker":"Anthony Fullbrook","startTime":1060.095,"endTime":1064.885,"body":"a lot easier to go to an NVO to fix your,"},{"speaker":"Anthony Fullbrook","startTime":1060.095,"endTime":1064.885,"body":"your long-term space, modern problems."},{"speaker":"Anthony Fullbrook","startTime":1065.455,"endTime":1068.935,"body":"And I think you know, a lot of"},{"speaker":"Anthony Fullbrook","startTime":1065.455,"endTime":1068.935,"body":"this, it relates to the number"},{"speaker":"Anthony Fullbrook","startTime":1068.935,"endTime":1070.255,"body":"of carriers in the marketplace."},{"speaker":"Anthony Fullbrook","startTime":1070.255,"endTime":1071.065,"body":"For years."},{"speaker":"Anthony Fullbrook","startTime":1071.795,"endTime":1075.385,"body":"If I look back 25 years, we've"},{"speaker":"Anthony Fullbrook","startTime":1071.795,"endTime":1075.385,"body":"talked about overcapacity in the"},{"speaker":"Anthony Fullbrook","startTime":1075.385,"endTime":1079.785,"body":"market and too many carriers in"},{"speaker":"Anthony Fullbrook","startTime":1075.385,"endTime":1079.785,"body":"the marketplace and we encouraged."},{"speaker":"Anthony Fullbrook","startTime":1080.275,"endTime":1086.389,"body":"You know, mergers and consolidation"},{"speaker":"Anthony Fullbrook","startTime":1080.275,"endTime":1086.389,"body":"and lo and behold, 25 years later,"},{"speaker":"Anthony Fullbrook","startTime":1086.389,"endTime":1089.24,"body":"we now have seven major carriers."},{"speaker":"Anthony Fullbrook","startTime":1089.59,"endTime":1096.59,"body":"East-west and it's not, it's not hard"},{"speaker":"Anthony Fullbrook","startTime":1089.59,"endTime":1096.59,"body":"to, to guess what the signaling is"},{"speaker":"Anthony Fullbrook","startTime":1096.59,"endTime":1101.5,"body":"between the, between the carriers as"},{"speaker":"Anthony Fullbrook","startTime":1096.59,"endTime":1101.5,"body":"they separated the three major alliances."},{"speaker":"Anthony Fullbrook","startTime":1102.1,"endTime":1107.36,"body":"So, and, but that was the only way to"},{"speaker":"Anthony Fullbrook","startTime":1102.1,"endTime":1107.36,"body":"stabilize to, to stabilize the market."},{"speaker":"Anthony Fullbrook","startTime":1108.159,"endTime":1113.36,"body":"So I, I think, sorry, I kind of"},{"speaker":"Anthony Fullbrook","startTime":1108.159,"endTime":1113.36,"body":"slightly lost the question there."},{"speaker":"Anthony Fullbrook","startTime":1113.78,"endTime":1114.05,"body":"No,"},{"speaker":"Bryan Most","startTime":1114.55,"endTime":1116.83,"body":"you talked about"},{"speaker":"Bryan Most","startTime":1114.55,"endTime":1116.83,"body":"now, you know, the structural"},{"speaker":"Bryan Most","startTime":1116.83,"endTime":1119.95,"body":"change in the marketplace has"},{"speaker":"Bryan Most","startTime":1116.83,"endTime":1119.95,"body":"created this now need, right."},{"speaker":"Bryan Most","startTime":1119.95,"endTime":1124.06,"body":"Instead of just having an NVO"},{"speaker":"Bryan Most","startTime":1119.95,"endTime":1124.06,"body":"from a versatility's perspective,"},{"speaker":"Bryan Most","startTime":1124.55,"endTime":1127.25,"body":"There's now this true need"},{"speaker":"Bryan Most","startTime":1124.55,"endTime":1127.25,"body":"that you're starting to fill."},{"speaker":"Bryan Most","startTime":1127.25,"endTime":1130.73,"body":"And again, it might be a different"},{"speaker":"Bryan Most","startTime":1127.25,"endTime":1130.73,"body":"customer coming to you now than it"},{"speaker":"Bryan Most","startTime":1130.73,"endTime":1135.83,"body":"has been before, and maybe requiring"},{"speaker":"Bryan Most","startTime":1130.73,"endTime":1135.83,"body":"or requesting a different solution."},{"speaker":"Bryan Most","startTime":1135.86,"endTime":1140.06,"body":"And I was just curious, you know,"},{"speaker":"Bryan Most","startTime":1135.86,"endTime":1140.06,"body":"are they looking for just space?"},{"speaker":"Bryan Most","startTime":1140.09,"endTime":1145.129,"body":"Are they looking for, to leverage rate,"},{"speaker":"Bryan Most","startTime":1140.09,"endTime":1145.129,"body":"you know, access to maybe carriers or"},{"speaker":"Bryan Most","startTime":1145.129,"endTime":1146.99,"body":"services they can't get on their own?"},{"speaker":"Bryan Most","startTime":1146.99,"endTime":1148.85,"body":"What are you seeing them asking for?"},{"speaker":"Bryan Most","startTime":1148.909,"endTime":1149.389,"body":"For the most"},{"speaker":"Anthony Fullbrook","startTime":1149.389,"endTime":1154.06,"body":"part, I think most of"},{"speaker":"Anthony Fullbrook","startTime":1149.389,"endTime":1154.06,"body":"them are looking for, or for space relief."},{"speaker":"Anthony Fullbrook","startTime":1154.835,"endTime":1158.825,"body":"And they're looking for some consistent"},{"speaker":"Anthony Fullbrook","startTime":1154.835,"endTime":1158.825,"body":"service out of areas that they"},{"speaker":"Anthony Fullbrook","startTime":1158.825,"endTime":1163.805,"body":"really struggle to service, that"},{"speaker":"Anthony Fullbrook","startTime":1158.825,"endTime":1163.805,"body":"they have small, small lanes on."},{"speaker":"Anthony Fullbrook","startTime":1164.255,"endTime":1167.615,"body":"I think it's, it's kind"},{"speaker":"Anthony Fullbrook","startTime":1164.255,"endTime":1167.615,"body":"of a two-part problem."},{"speaker":"Anthony Fullbrook","startTime":1168.455,"endTime":1173.945,"body":"I think the sweet spot for a BCO"},{"speaker":"Anthony Fullbrook","startTime":1168.455,"endTime":1173.945,"body":"to work with an MVO is an example."},{"speaker":"Anthony Fullbrook","startTime":1173.945,"endTime":1181.575,"body":"If we take a 10,000 to you a client that"},{"speaker":"Anthony Fullbrook","startTime":1173.945,"endTime":1181.575,"body":"ships 10,000 T who's a BCO traditionally"},{"speaker":"Anthony Fullbrook","startTime":1181.595,"endTime":1182.975,"body":"science with carriers direct."},{"speaker":"Anthony Fullbrook","startTime":1184.355,"endTime":1189.035,"body":"The best advice for that person would"},{"speaker":"Anthony Fullbrook","startTime":1184.355,"endTime":1189.035,"body":"be to sign across three alliances so"},{"speaker":"Anthony Fullbrook","startTime":1189.035,"endTime":1190.805,"body":"that you have every setting schedule."},{"speaker":"Anthony Fullbrook","startTime":1191.075,"endTime":1197.135,"body":"So then you reduce a 3000 to you"},{"speaker":"Anthony Fullbrook","startTime":1191.075,"endTime":1197.135,"body":"equally, or a close variation up and"},{"speaker":"Anthony Fullbrook","startTime":1197.135,"endTime":1199.415,"body":"down from that across three alliances."},{"speaker":"Anthony Fullbrook","startTime":1199.745,"endTime":1203.735,"body":"Do you only sign three"},{"speaker":"Anthony Fullbrook","startTime":1199.745,"endTime":1203.735,"body":"carriers or do you sign six?"},{"speaker":"Anthony Fullbrook","startTime":1204.185,"endTime":1209.465,"body":"You're you're now reduced to"},{"speaker":"Anthony Fullbrook","startTime":1204.185,"endTime":1209.465,"body":"1,500 F with one carrier, or"},{"speaker":"Anthony Fullbrook","startTime":1210.275,"endTime":1212.825,"body":"if you split it again, 750 AF."},{"speaker":"Anthony Fullbrook","startTime":1213.335,"endTime":1219.585,"body":"If you divide that by number of weeks"},{"speaker":"Anthony Fullbrook","startTime":1213.335,"endTime":1219.585,"body":"and port passes, everyone wants to, to"},{"speaker":"Anthony Fullbrook","startTime":1219.665,"endTime":1224.435,"body":"narrow down your allocation to, you've"},{"speaker":"Anthony Fullbrook","startTime":1219.665,"endTime":1224.435,"body":"got very small allocation by load port."},{"speaker":"Anthony Fullbrook","startTime":1225.095,"endTime":1229.625,"body":"If a port pair becomes congested,"},{"speaker":"Anthony Fullbrook","startTime":1225.095,"endTime":1229.625,"body":"you completely out of options."},{"speaker":"Anthony Fullbrook","startTime":1230.675,"endTime":1235.235,"body":"And this is why go into a larger NVO"},{"speaker":"Anthony Fullbrook","startTime":1230.675,"endTime":1235.235,"body":"like, like someone like OEC, where"},{"speaker":"Anthony Fullbrook","startTime":1235.254,"endTime":1239.615,"body":"we have a significant volume and"},{"speaker":"Anthony Fullbrook","startTime":1235.254,"endTime":1239.615,"body":"significant commitment to multiple"},{"speaker":"Anthony Fullbrook","startTime":1239.615,"endTime":1241.745,"body":"carriers, you're able to buy."},{"speaker":"Anthony Fullbrook","startTime":1242.405,"endTime":1247.985,"body":"What you don't have to, you know, to"},{"speaker":"Anthony Fullbrook","startTime":1242.405,"endTime":1247.985,"body":"relieve to relieve flow and keep this,"},{"speaker":"Anthony Fullbrook","startTime":1247.985,"endTime":1253.445,"body":"this this continuity in the supply"},{"speaker":"Anthony Fullbrook","startTime":1247.985,"endTime":1253.445,"body":"chain not allow a backlog to build up."},{"speaker":"Anthony Fullbrook","startTime":1253.655,"endTime":1258.695,"body":"That becomes very hard to clear when"},{"speaker":"Anthony Fullbrook","startTime":1253.655,"endTime":1258.695,"body":"the market's very, very congested."},{"speaker":"Don Davis","startTime":1261.155,"endTime":1264.304,"body":"And Anthony, you touched on it"},{"speaker":"Don Davis","startTime":1261.155,"endTime":1264.304,"body":"a bit, but, but I want to talk a little"},{"speaker":"Don Davis","startTime":1264.304,"endTime":1269.405,"body":"bit about this whole idea around MQC and"},{"speaker":"Don Davis","startTime":1264.304,"endTime":1269.405,"body":"what that means in terms of capacity."},{"speaker":"Don Davis","startTime":1269.405,"endTime":1274.355,"body":"And I think that this is something that"},{"speaker":"Don Davis","startTime":1269.405,"endTime":1274.355,"body":"has been a topic for a number of people"},{"speaker":"Don Davis","startTime":1274.355,"endTime":1278.165,"body":"that we've talked to at NYSHEX about,"},{"speaker":"Don Davis","startTime":1274.355,"endTime":1278.165,"body":"you know, what it, what it really means."},{"speaker":"Don Davis","startTime":1278.165,"endTime":1282.365,"body":"And what has been your experience,"},{"speaker":"Don Davis","startTime":1278.165,"endTime":1282.365,"body":"what are your thoughts on the way we've"},{"speaker":"Don Davis","startTime":1282.365,"endTime":1289.774,"body":"been contracting in terms of this MQC"},{"speaker":"Don Davis","startTime":1282.365,"endTime":1289.774,"body":"divided by 52 equals your capacity."},{"speaker":"Don Davis","startTime":1290.195,"endTime":1294.395,"body":"Is that really the way forward or,"},{"speaker":"Don Davis","startTime":1290.195,"endTime":1294.395,"body":"or what's been your experience with"},{"speaker":"Don Davis","startTime":1294.395,"endTime":1299.074,"body":"that, that model as it stands today?"},{"speaker":"Anthony Fullbrook","startTime":1300.264,"endTime":1303.245,"body":"Well, the,"},{"speaker":"Anthony Fullbrook","startTime":1300.264,"endTime":1303.245,"body":"the, the old model was no model."},{"speaker":"Anthony Fullbrook","startTime":1303.905,"endTime":1309.755,"body":"The new model now I think is, is trying"},{"speaker":"Anthony Fullbrook","startTime":1303.905,"endTime":1309.755,"body":"to shine some light on accountability."},{"speaker":"Anthony Fullbrook","startTime":1310.205,"endTime":1313.925,"body":"And, and, and this is what I think"},{"speaker":"Anthony Fullbrook","startTime":1310.205,"endTime":1313.925,"body":"ultimately the carriers are really"},{"speaker":"Anthony Fullbrook","startTime":1313.925,"endTime":1318.955,"body":"looking for is really determining"},{"speaker":"Anthony Fullbrook","startTime":1313.925,"endTime":1318.955,"body":"each week what the accountability is"},{"speaker":"Anthony Fullbrook","startTime":1319.725,"endTime":1324.275,"body":"because for them, the hardest part was"},{"speaker":"Anthony Fullbrook","startTime":1319.725,"endTime":1324.275,"body":"operating equipment and vessels, not"},{"speaker":"Anthony Fullbrook","startTime":1324.275,"endTime":1328.715,"body":"knowing what was going to get booked each"},{"speaker":"Anthony Fullbrook","startTime":1324.275,"endTime":1328.715,"body":"week, not having effects, commitment."},{"speaker":"Anthony Fullbrook","startTime":1329.205,"endTime":1334.19,"body":"And that's obviously from the asset based"},{"speaker":"Anthony Fullbrook","startTime":1329.205,"endTime":1334.19,"body":"side, as you've known your days at, at,"},{"speaker":"Anthony Fullbrook","startTime":1334.19,"endTime":1339.17,"body":"at halfback in CMA, the difficulty you run"},{"speaker":"Anthony Fullbrook","startTime":1334.19,"endTime":1339.17,"body":"into is, you know, week to week to week,"},{"speaker":"Anthony Fullbrook","startTime":1339.47,"endTime":1341.15,"body":"you never know what your commitment is."},{"speaker":"Anthony Fullbrook","startTime":1341.93,"endTime":1345.63,"body":"And this is what's truly unique about"},{"speaker":"Anthony Fullbrook","startTime":1341.93,"endTime":1345.63,"body":"also what you're offering on the NYSHEX"},{"speaker":"Anthony Fullbrook","startTime":1345.93,"endTime":1350.9,"body":"is it's a meeting of minds between both"},{"speaker":"Anthony Fullbrook","startTime":1345.93,"endTime":1350.9,"body":"sides, both as a shepherd and a consumer"},{"speaker":"Anthony Fullbrook","startTime":1351.37,"endTime":1356.54,"body":"that that you have something you both"},{"speaker":"Anthony Fullbrook","startTime":1351.37,"endTime":1356.54,"body":"agree to and you must then commit to, I"},{"speaker":"Anthony Fullbrook","startTime":1356.54,"endTime":1361.774,"body":"know on the broader side if you commit"},{"speaker":"Anthony Fullbrook","startTime":1356.54,"endTime":1361.774,"body":"to large volumes, it's hard to break down"},{"speaker":"Anthony Fullbrook","startTime":1361.774,"endTime":1365.565,"body":"exactly to the container by port pair."},{"speaker":"Anthony Fullbrook","startTime":1365.645,"endTime":1366.215,"body":"Exactly."},{"speaker":"Anthony Fullbrook","startTime":1366.215,"endTime":1370.955,"body":"But perhaps as I, I, as I mentioned"},{"speaker":"Anthony Fullbrook","startTime":1366.215,"endTime":1370.955,"body":"earlier, you know, as we become more"},{"speaker":"Anthony Fullbrook","startTime":1370.955,"endTime":1374.795,"body":"and more creative with our products,"},{"speaker":"Anthony Fullbrook","startTime":1370.955,"endTime":1374.795,"body":"you will end up, it may be like an"},{"speaker":"Anthony Fullbrook","startTime":1374.805,"endTime":1380.105,"body":"insurance, you'd have a general cover,"},{"speaker":"Anthony Fullbrook","startTime":1374.805,"endTime":1380.105,"body":"and then you have a specific catastrophe"},{"speaker":"Anthony Fullbrook","startTime":1380.945,"endTime":1385.534,"body":"cover to cover certain things and"},{"speaker":"Anthony Fullbrook","startTime":1380.945,"endTime":1385.534,"body":"guaranteed space priority products."},{"speaker":"Anthony Fullbrook","startTime":1386.0,"endTime":1392.78,"body":"Uh, port pair  allocation, would be"},{"speaker":"Anthony Fullbrook","startTime":1386.0,"endTime":1392.78,"body":"a way of adding consistency back into"},{"speaker":"Anthony Fullbrook","startTime":1392.78,"endTime":1396.62,"body":"this supply chain to make sure that"},{"speaker":"Anthony Fullbrook","startTime":1392.78,"endTime":1396.62,"body":"your product is continued to, to able"},{"speaker":"Anthony Fullbrook","startTime":1396.62,"endTime":1398.54,"body":"to move, but it comes at a price."},{"speaker":"Anthony Fullbrook","startTime":1399.02,"endTime":1403.669,"body":"And I think that's something that everyone"},{"speaker":"Anthony Fullbrook","startTime":1399.02,"endTime":1403.669,"body":"has to realize, you know, going forward if"},{"speaker":"Anthony Fullbrook","startTime":1403.669,"endTime":1413.09,"body":"we remain This busy on a consistent basis,"},{"speaker":"Anthony Fullbrook","startTime":1403.669,"endTime":1413.09,"body":"then, then the products and the approach"},{"speaker":"Anthony Fullbrook","startTime":1413.12,"endTime":1418.74,"body":"has to change both by, by the consumer and"},{"speaker":"Anthony Fullbrook","startTime":1413.12,"endTime":1418.74,"body":"by the vendor from the carrier and shipper"},{"speaker":"Anthony Fullbrook","startTime":1418.74,"endTime":1425.15,"body":"side what what's required of each other"},{"speaker":"Anthony Fullbrook","startTime":1418.74,"endTime":1425.15,"body":"you know, to, to, to make, to make this"},{"speaker":"Anthony Fullbrook","startTime":1425.15,"endTime":1427.61,"body":"as, you know, a successful relationship."},{"speaker":"Don Davis","startTime":1429.35,"endTime":1429.95,"body":"Yeah, thanks."},{"speaker":"Don Davis","startTime":1430.14,"endTime":1433.37,"body":"And I appreciate you saying that because"},{"speaker":"Don Davis","startTime":1430.14,"endTime":1433.37,"body":"I think Brian doesn't always believe"},{"speaker":"Don Davis","startTime":1433.37,"endTime":1437.0,"body":"me when I talk about how difficult it"},{"speaker":"Don Davis","startTime":1433.37,"endTime":1437.0,"body":"is on the carrier side and, and being"},{"speaker":"Don Davis","startTime":1437.0,"endTime":1441.77,"body":"an asset based company that in one of"},{"speaker":"Don Davis","startTime":1437.0,"endTime":1441.77,"body":"our prior shows, I talked a little bit"},{"speaker":"Don Davis","startTime":1441.77,"endTime":1444.74,"body":"about the challenges of being a carrier."},{"speaker":"Don Davis","startTime":1444.74,"endTime":1448.94,"body":"And to me, it's more difficult"},{"speaker":"Don Davis","startTime":1444.74,"endTime":1448.94,"body":"than what the airlines do because."},{"speaker":"Don Davis","startTime":1449.53,"endTime":1454.94,"body":"An ocean ship is a little bit like if"},{"speaker":"Don Davis","startTime":1449.53,"endTime":1454.94,"body":"you took a plane, but you decoupled the"},{"speaker":"Don Davis","startTime":1454.94,"endTime":1458.84,"body":"seats from the plane because the plane"},{"speaker":"Don Davis","startTime":1454.94,"endTime":1458.84,"body":"might be there, but they're like, Anthony,"},{"speaker":"Don Davis","startTime":1458.84,"endTime":1460.73,"body":"sorry, we don't have a seat for you."},{"speaker":"Don Davis","startTime":1460.73,"endTime":1463.01,"body":"You didn't bring your seat with"},{"speaker":"Don Davis","startTime":1460.73,"endTime":1463.01,"body":"you so you can't get on the ship."},{"speaker":"Don Davis","startTime":1463.31,"endTime":1464.0,"body":"That's the challenge."},{"speaker":"Don Davis","startTime":1464.33,"endTime":1466.49,"body":"The carriers face is that"},{"speaker":"Don Davis","startTime":1464.33,"endTime":1466.49,"body":"they're managing two things."},{"speaker":"Don Davis","startTime":1466.49,"endTime":1470.0,"body":"They're managing where their ships"},{"speaker":"Don Davis","startTime":1466.49,"endTime":1470.0,"body":"are, but they're also managing the"},{"speaker":"Don Davis","startTime":1470.24,"endTime":1472.16,"body":"container inventory, which is why."},{"speaker":"Don Davis","startTime":1472.85,"endTime":1473.51,"body":"At night shifts."},{"speaker":"Don Davis","startTime":1473.51,"endTime":1477.05,"body":"We've seen a lot of interest from,"},{"speaker":"Don Davis","startTime":1473.51,"endTime":1477.05,"body":"from carriers to say, Hey, this kind"},{"speaker":"Don Davis","startTime":1477.05,"endTime":1480.92,"body":"of makes sense because now I can"},{"speaker":"Don Davis","startTime":1477.05,"endTime":1480.92,"body":"plan better because I can see upfront"},{"speaker":"Don Davis","startTime":1481.16,"endTime":1483.08,"body":"what my customers are looking to do."},{"speaker":"Bryan Most","startTime":1484.99,"endTime":1485.26,"body":"Yeah."},{"speaker":"Bryan Most","startTime":1485.32,"endTime":1489.67,"body":"And this speaks to the, to the challenge"},{"speaker":"Bryan Most","startTime":1485.32,"endTime":1489.67,"body":"and the difficulty in this industry."},{"speaker":"Bryan Most","startTime":1489.67,"endTime":1490.0,"body":"Right."},{"speaker":"Bryan Most","startTime":1490.0,"endTime":1494.32,"body":"Because, you know, without a doubt,"},{"speaker":"Bryan Most","startTime":1490.0,"endTime":1494.32,"body":"the carriers have an unbelievable"},{"speaker":"Bryan Most","startTime":1494.32,"endTime":1495.82,"body":"challenge to manage their networks."},{"speaker":"Bryan Most","startTime":1495.82,"endTime":1498.67,"body":"And then we, when you talk on the"},{"speaker":"Bryan Most","startTime":1495.82,"endTime":1498.67,"body":"shipper side right there, they're dealing"},{"speaker":"Bryan Most","startTime":1498.67,"endTime":1501.01,"body":"with a customer base as well, where."},{"speaker":"Bryan Most","startTime":1501.53,"endTime":1501.8,"body":"Sure."},{"speaker":"Bryan Most","startTime":1501.8,"endTime":1503.179,"body":"There's an underlying business."},{"speaker":"Bryan Most","startTime":1503.179,"endTime":1506.37,"body":"That's usually fairly stable"},{"speaker":"Bryan Most","startTime":1503.179,"endTime":1506.37,"body":"that you can count on."},{"speaker":"Bryan Most","startTime":1506.4,"endTime":1509.929,"body":"There may be some seasonality that"},{"speaker":"Bryan Most","startTime":1506.4,"endTime":1509.929,"body":"you can plan, but at the end of the"},{"speaker":"Bryan Most","startTime":1509.929,"endTime":1513.889,"body":"day, it's really hard to predict"},{"speaker":"Bryan Most","startTime":1509.929,"endTime":1513.889,"body":"what consumer demand is going to be."},{"speaker":"Bryan Most","startTime":1514.46,"endTime":1519.32,"body":"And, you know, things like stimulus"},{"speaker":"Bryan Most","startTime":1514.46,"endTime":1519.32,"body":"and all those have a huge impact"},{"speaker":"Bryan Most","startTime":1519.32,"endTime":1521.36,"body":"as to what volumes are or aren't."},{"speaker":"Bryan Most","startTime":1521.99,"endTime":1525.71,"body":"And so you have these constant moving"},{"speaker":"Bryan Most","startTime":1521.99,"endTime":1525.71,"body":"targets for both the shipper and the"},{"speaker":"Bryan Most","startTime":1525.71,"endTime":1527.78,"body":"carrier to, again, try to meet on."},{"speaker":"Bryan Most","startTime":1528.245,"endTime":1531.065,"body":"What exactly is going to"},{"speaker":"Bryan Most","startTime":1528.245,"endTime":1531.065,"body":"happen in a particular week."},{"speaker":"Bryan Most","startTime":1531.065,"endTime":1533.615,"body":"And it can become really,"},{"speaker":"Bryan Most","startTime":1531.065,"endTime":1533.615,"body":"really challenging."},{"speaker":"Bryan Most","startTime":1533.945,"endTime":1536.375,"body":"And Anthony, you touched a"},{"speaker":"Bryan Most","startTime":1533.945,"endTime":1536.375,"body":"little bit earlier around"},{"speaker":"Bryan Most","startTime":1536.945,"endTime":1538.865,"body":"visibility and other things."},{"speaker":"Bryan Most","startTime":1538.925,"endTime":1544.265,"body":"I wonder if there's, you know, any"},{"speaker":"Bryan Most","startTime":1538.925,"endTime":1544.265,"body":"kinds of technology or standardization"},{"speaker":"Bryan Most","startTime":1544.265,"endTime":1548.675,"body":"or things that we can learn from this"},{"speaker":"Bryan Most","startTime":1544.265,"endTime":1548.675,"body":"period of time that that really need"},{"speaker":"Bryan Most","startTime":1548.685,"endTime":1550.775,"body":"to become a focus for the industry."},{"speaker":"Bryan Most","startTime":1550.775,"endTime":1553.895,"body":"Are there things that, that also"},{"speaker":"Bryan Most","startTime":1550.775,"endTime":1553.895,"body":"customers have come to you for space"},{"speaker":"Bryan Most","startTime":1553.895,"endTime":1555.785,"body":"requirements, but maybe it is to get."},{"speaker":"Bryan Most","startTime":1556.37,"endTime":1560.959,"body":"Access to recording or visibility or"},{"speaker":"Bryan Most","startTime":1556.37,"endTime":1560.959,"body":"other things that maybe help us as"},{"speaker":"Bryan Most","startTime":1560.959,"endTime":1565.52,"body":"an industry kind of collaborate and"},{"speaker":"Bryan Most","startTime":1560.959,"endTime":1565.52,"body":"get closer together to predict maybe"},{"speaker":"Bryan Most","startTime":1565.52,"endTime":1566.99,"body":"what could happen in the future."},{"speaker":"Anthony Fullbrook","startTime":1568.979,"endTime":1576.55,"body":"I think we're slow to"},{"speaker":"Anthony Fullbrook","startTime":1568.979,"endTime":1576.55,"body":"recognize change in markets and in our"},{"speaker":"Anthony Fullbrook","startTime":1576.55,"endTime":1582.929,"body":"industry and the looking back 25 years"},{"speaker":"Anthony Fullbrook","startTime":1576.55,"endTime":1582.929,"body":"ago in the days of an era, I think the"},{"speaker":"Anthony Fullbrook","startTime":1582.959,"endTime":1588.32,"body":"up and down movement"},{"speaker":"Anthony Fullbrook","startTime":1582.959,"endTime":1588.32,"body":"was significantly less."},{"speaker":"Anthony Fullbrook","startTime":1588.83,"endTime":1592.189,"body":"Obviously I think technology"},{"speaker":"Anthony Fullbrook","startTime":1588.83,"endTime":1592.189,"body":"has spent the market up."},{"speaker":"Anthony Fullbrook","startTime":1592.189,"endTime":1596.87,"body":"Consumer consumer habits have changed,"},{"speaker":"Anthony Fullbrook","startTime":1592.189,"endTime":1596.87,"body":"as you said, and say that the peaks and"},{"speaker":"Anthony Fullbrook","startTime":1596.87,"endTime":1602.209,"body":"troughs get bigger and bigger, but we"},{"speaker":"Anthony Fullbrook","startTime":1596.87,"endTime":1602.209,"body":"still, we still didn't say, Oh, the market"},{"speaker":"Anthony Fullbrook","startTime":1602.22,"endTime":1607.52,"body":"still the CS on, on year long year long"},{"speaker":"Anthony Fullbrook","startTime":1602.22,"endTime":1607.52,"body":"contracting in America, I think many"},{"speaker":"Anthony Fullbrook","startTime":1607.52,"endTime":1612.61,"body":"markets around the world have now moved"},{"speaker":"Anthony Fullbrook","startTime":1607.52,"endTime":1612.61,"body":"away from from year long contracting."},{"speaker":"Anthony Fullbrook","startTime":1613.139,"endTime":1617.81,"body":"So I think the commitment versus the"},{"speaker":"Anthony Fullbrook","startTime":1613.139,"endTime":1617.81,"body":"price, I think it's okay to have a"},{"speaker":"Anthony Fullbrook","startTime":1617.81,"endTime":1622.34,"body":"year long commitment, but I think"},{"speaker":"Anthony Fullbrook","startTime":1617.81,"endTime":1622.34,"body":"pricing probably needs to change"},{"speaker":"Anthony Fullbrook","startTime":1622.41,"endTime":1626.33,"body":"too to quarterly, if not monthly."},{"speaker":"Anthony Fullbrook","startTime":1626.6,"endTime":1633.32,"body":"And that allows the carriers and to adjust"},{"speaker":"Anthony Fullbrook","startTime":1626.6,"endTime":1633.32,"body":"their product  and adjust their service"},{"speaker":"Anthony Fullbrook","startTime":1633.74,"endTime":1639.83,"body":"based on, based on what you know, what"},{"speaker":"Anthony Fullbrook","startTime":1633.74,"endTime":1639.83,"body":"the market's able to, to deliver or pay."},{"speaker":"Anthony Fullbrook","startTime":1640.79,"endTime":1648.59,"body":"And that kind of flexibility forces"},{"speaker":"Anthony Fullbrook","startTime":1640.79,"endTime":1648.59,"body":"them to accommodate the peak markets"},{"speaker":"Anthony Fullbrook","startTime":1648.59,"endTime":1653.6,"body":"when it, when it's there to make some"},{"speaker":"Anthony Fullbrook","startTime":1648.59,"endTime":1653.6,"body":"adjustment in the down markets and"},{"speaker":"Anthony Fullbrook","startTime":1653.6,"endTime":1658.75,"body":"not having to, to, to to put on the"},{"speaker":"Anthony Fullbrook","startTime":1653.6,"endTime":1658.75,"body":"same service throughout all of it."},{"speaker":"Anthony Fullbrook","startTime":1659.6,"endTime":1664.67,"body":"And but, but you'd want to rob Peter to"},{"speaker":"Anthony Fullbrook","startTime":1659.6,"endTime":1664.67,"body":"pay Paul, taking the money out of the peak"},{"speaker":"Anthony Fullbrook","startTime":1664.67,"endTime":1668.98,"body":"market to pay for deploying empty vessels"},{"speaker":"Anthony Fullbrook","startTime":1664.67,"endTime":1668.98,"body":"during, during, during the off season."},{"speaker":"Anthony Fullbrook","startTime":1669.74,"endTime":1674.16,"body":"And if you're going to have a less tile"},{"speaker":"Anthony Fullbrook","startTime":1669.74,"endTime":1674.16,"body":"approach to supply and demand we need"},{"speaker":"Anthony Fullbrook","startTime":1674.16,"endTime":1678.32,"body":"to have a versatile approach to, to how"},{"speaker":"Anthony Fullbrook","startTime":1674.16,"endTime":1678.32,"body":"we price it and how we commit as well."},{"speaker":"Don Davis","startTime":1679.84,"endTime":1682.42,"body":"I do appreciate"},{"speaker":"Don Davis","startTime":1679.84,"endTime":1682.42,"body":"that you brought up a era."},{"speaker":"Don Davis","startTime":1682.865,"endTime":1688.154,"body":"And um, I might, post a quiz for some"},{"speaker":"Don Davis","startTime":1682.865,"endTime":1688.154,"body":"of our listeners to see can you define"},{"speaker":"Don Davis","startTime":1688.175,"endTime":1693.725,"body":"what a naira is or TWRA, or TACA"},{"speaker":"Don Davis","startTime":1688.175,"endTime":1693.725,"body":"and these things that used to exist?"},{"speaker":"Don Davis","startTime":1693.725,"endTime":1694.834,"body":"That that's super fun."},{"speaker":"Don Davis","startTime":1696.054,"endTime":1699.364,"body":"So I, I know  we're runnin,"},{"speaker":"Don Davis","startTime":1696.054,"endTime":1699.364,"body":"here at, towards the end."},{"speaker":"Don Davis","startTime":1699.394,"endTime":1702.784,"body":"What what's going on with OEC and"},{"speaker":"Don Davis","startTime":1699.394,"endTime":1702.784,"body":"what, what would you like to share"},{"speaker":"Don Davis","startTime":1702.784,"endTime":1705.844,"body":"for our listeners as far as what's"},{"speaker":"Don Davis","startTime":1702.784,"endTime":1705.844,"body":"going on with, with your company?"},{"speaker":"Anthony Fullbrook","startTime":1707.304,"endTime":1710.495,"body":"Well, we were obviously."},{"speaker":"Anthony Fullbrook","startTime":1711.815,"endTime":1716.555,"body":"You know, we're, we're, we're very"},{"speaker":"Anthony Fullbrook","startTime":1711.815,"endTime":1716.555,"body":"busy as in the market that the TP trade"},{"speaker":"Anthony Fullbrook","startTime":1716.555,"endTime":1723.695,"body":"has been our predominant focus, but we"},{"speaker":"Anthony Fullbrook","startTime":1716.555,"endTime":1723.695,"body":"all, we all noticing changes in trends."},{"speaker":"Anthony Fullbrook","startTime":1724.145,"endTime":1726.395,"body":"Are we noticing a lot of, are"},{"speaker":"Anthony Fullbrook","startTime":1724.145,"endTime":1726.395,"body":"they actually, a lot of our client"},{"speaker":"Anthony Fullbrook","startTime":1726.395,"endTime":1730.445,"body":"base from, from the far East is"},{"speaker":"Anthony Fullbrook","startTime":1726.395,"endTime":1730.445,"body":"shifting their buying patterns."},{"speaker":"Anthony Fullbrook","startTime":1730.805,"endTime":1735.515,"body":"And we, we're also looking to follow"},{"speaker":"Anthony Fullbrook","startTime":1730.805,"endTime":1735.515,"body":"our clients into, into new markets."},{"speaker":"Anthony Fullbrook","startTime":1735.965,"endTime":1741.635,"body":"We've seen a lot of development in,"},{"speaker":"Anthony Fullbrook","startTime":1735.965,"endTime":1741.635,"body":"uh, Uh, North, South, or particularly"},{"speaker":"Anthony Fullbrook","startTime":1741.635,"endTime":1746.585,"body":"in this case, South North from the"},{"speaker":"Anthony Fullbrook","startTime":1741.635,"endTime":1746.585,"body":"South American market northbound."},{"speaker":"Anthony Fullbrook","startTime":1747.235,"endTime":1752.505,"body":"And also we're seeing a lot of,"},{"speaker":"Anthony Fullbrook","startTime":1747.235,"endTime":1752.505,"body":"uh, renewed activity that, that"},{"speaker":"Anthony Fullbrook","startTime":1752.505,"endTime":1757.845,"body":"was uh, typical 20 years ago coming"},{"speaker":"Anthony Fullbrook","startTime":1752.505,"endTime":1757.845,"body":"out of the med coming inbound"},{"speaker":"Anthony Fullbrook","startTime":1757.865,"endTime":1759.755,"body":"into the, into the, into the U S."},{"speaker":"Anthony Fullbrook","startTime":1760.115,"endTime":1762.735,"body":"And so these areas, these"},{"speaker":"Anthony Fullbrook","startTime":1760.115,"endTime":1762.735,"body":"are growth areas for us."},{"speaker":"Anthony Fullbrook","startTime":1763.175,"endTime":1766.615,"body":"And and also we're, we're"},{"speaker":"Anthony Fullbrook","startTime":1763.175,"endTime":1766.615,"body":"specializing in other."},{"speaker":"Anthony Fullbrook","startTime":1767.295,"endTime":1772.655,"body":"Specialty products, such as flexi"},{"speaker":"Anthony Fullbrook","startTime":1767.295,"endTime":1772.655,"body":"tanks and Ickx and other things also"},{"speaker":"Anthony Fullbrook","startTime":1772.715,"endTime":1774.274,"body":"are outbound as well as inbound."},{"speaker":"Anthony Fullbrook","startTime":1775.134,"endTime":1779.774,"body":"And so I think these these, uh,"},{"speaker":"Anthony Fullbrook","startTime":1775.134,"endTime":1779.774,"body":"particularly, areas of focus, with"},{"speaker":"Anthony Fullbrook","startTime":1779.774,"endTime":1787.574,"body":"us, um, and also the air freight"},{"speaker":"Anthony Fullbrook","startTime":1779.774,"endTime":1787.574,"body":"because of e-commerce is um, again,"},{"speaker":"Anthony Fullbrook","startTime":1787.594,"endTime":1793.175,"body":"it's risen from the grave and, and"},{"speaker":"Anthony Fullbrook","startTime":1787.594,"endTime":1793.175,"body":"becoming becoming very fashionable"},{"speaker":"Anthony Fullbrook","startTime":1793.175,"endTime":1795.894,"body":"again with, with  just-in-time."},{"speaker":"Anthony Fullbrook","startTime":1796.7,"endTime":1801.23,"body":"And also picking up a lot of the, you"},{"speaker":"Anthony Fullbrook","startTime":1796.7,"endTime":1801.23,"body":"know, a lot of the, the Slack has been"},{"speaker":"Anthony Fullbrook","startTime":1801.23,"endTime":1803.84,"body":"left by inconsistent station supply chain."},{"speaker":"Anthony Fullbrook","startTime":1804.29,"endTime":1807.32,"body":"And the only way to fix that"},{"speaker":"Anthony Fullbrook","startTime":1804.29,"endTime":1807.32,"body":"is is also again by, by yet."},{"speaker":"Anthony Fullbrook","startTime":1807.68,"endTime":1812.12,"body":"So these have been particularly"},{"speaker":"Anthony Fullbrook","startTime":1807.68,"endTime":1812.12,"body":"predominant, areas for us."},{"speaker":"Anthony Fullbrook","startTime":1812.95,"endTime":1819.79,"body":"Plus, you know, we're continuing to invest"},{"speaker":"Anthony Fullbrook","startTime":1812.95,"endTime":1819.79,"body":"in and technology is, I think ultimately."},{"speaker":"Anthony Fullbrook","startTime":1820.415,"endTime":1824.465,"body":"That that, that that's going to"},{"speaker":"Anthony Fullbrook","startTime":1820.415,"endTime":1824.465,"body":"be the ultimate tool to try to, to"},{"speaker":"Anthony Fullbrook","startTime":1824.465,"endTime":1828.965,"body":"try and bring more and more clarity"},{"speaker":"Anthony Fullbrook","startTime":1824.465,"endTime":1828.965,"body":"to problems as they occur could"},{"speaker":"Anthony Fullbrook","startTime":1828.965,"endTime":1830.135,"body":"only be resolved through tagging."},{"speaker":"Don Davis","startTime":1831.125,"endTime":1831.425,"body":"Yeah."},{"speaker":"Don Davis","startTime":1831.425,"endTime":1835.655,"body":"And you see that there's a number"},{"speaker":"Don Davis","startTime":1831.425,"endTime":1835.655,"body":"of startups and companies that"},{"speaker":"Don Davis","startTime":1835.655,"endTime":1837.475,"body":"are developing in this space."},{"speaker":"Don Davis","startTime":1837.845,"endTime":1841.985,"body":"And there's been quite a bit"},{"speaker":"Don Davis","startTime":1837.845,"endTime":1841.985,"body":"of I think investment there."},{"speaker":"Don Davis","startTime":1842.225,"endTime":1845.014,"body":"So I think it's, it's a sign"},{"speaker":"Don Davis","startTime":1842.225,"endTime":1845.014,"body":"that, that part's needed."},{"speaker":"Don Davis","startTime":1845.284,"endTime":1847.804,"body":"And it's a question of, you"},{"speaker":"Don Davis","startTime":1845.284,"endTime":1847.804,"body":"know, who's going to do that."},{"speaker":"Don Davis","startTime":1847.804,"endTime":1853.415,"body":"How much does the, what the DCSA standards"},{"speaker":"Don Davis","startTime":1847.804,"endTime":1853.415,"body":"help the industry evolve in this space?"},{"speaker":"Don Davis","startTime":1853.655,"endTime":1856.715,"body":"But I think it's, it's"},{"speaker":"Don Davis","startTime":1853.655,"endTime":1856.715,"body":"very noteworthy to say."},{"speaker":"Don Davis","startTime":1857.12,"endTime":1861.56,"body":"The technology is improving and there's,"},{"speaker":"Don Davis","startTime":1857.12,"endTime":1861.56,"body":"there's quite a bit of investment there"},{"speaker":"Don Davis","startTime":1861.74,"endTime":1864.59,"body":"and it'll be interesting to see how"},{"speaker":"Don Davis","startTime":1861.74,"endTime":1864.59,"body":"that evolves over the next few years."},{"speaker":"Anthony Fullbrook","startTime":1865.87,"endTime":1866.04,"body":"Yeah."},{"speaker":"Anthony Fullbrook","startTime":1866.04,"endTime":1868.719,"body":"I think that's going to be"},{"speaker":"Anthony Fullbrook","startTime":1866.04,"endTime":1868.719,"body":"the fastest growth area."},{"speaker":"Anthony Fullbrook","startTime":1869.139,"endTime":1873.429,"body":"I think we've seen now a glass"},{"speaker":"Anthony Fullbrook","startTime":1869.139,"endTime":1873.429,"body":"ceiling on, on vessel size."},{"speaker":"Anthony Fullbrook","startTime":1873.85,"endTime":1877.8,"body":"I think it will get stuck for"},{"speaker":"Anthony Fullbrook","startTime":1873.85,"endTime":1877.8,"body":"a little while at 23,000 TEUs."},{"speaker":"Anthony Fullbrook","startTime":1877.879,"endTime":1881.139,"body":"I would definitely say that obviously"},{"speaker":"Anthony Fullbrook","startTime":1877.879,"endTime":1881.139,"body":"it immediately jumps to next year,"},{"speaker":"Anthony Fullbrook","startTime":1881.679,"endTime":1884.11,"body":"but I think we think carries by."},{"speaker":"Anthony Fullbrook","startTime":1884.51,"endTime":1890.45,"body":"By buying build well, vessels, one"},{"speaker":"Anthony Fullbrook","startTime":1884.51,"endTime":1890.45,"body":"slides down as people are worried about."},{"speaker":"Anthony Fullbrook","startTime":1891.11,"endTime":1894.35,"body":"But you know, about near shoring,"},{"speaker":"Anthony Fullbrook","startTime":1891.11,"endTime":1894.35,"body":"long shoring volumes, moving"},{"speaker":"Anthony Fullbrook","startTime":1894.35,"endTime":1895.37,"body":"around to different countries."},{"speaker":"Anthony Fullbrook","startTime":1895.37,"endTime":1899.78,"body":"So everyone needs a practical approach on"},{"speaker":"Anthony Fullbrook","startTime":1895.37,"endTime":1899.78,"body":"what size of vessel can get in and out."},{"speaker":"Anthony Fullbrook","startTime":1900.45,"endTime":1905.84,"body":"So I think a lot of the carriers"},{"speaker":"Anthony Fullbrook","startTime":1900.45,"endTime":1905.84,"body":"will, and, and also freight forwarders"},{"speaker":"Anthony Fullbrook","startTime":1906.23,"endTime":1909.37,"body":"will be looking to develop more and"},{"speaker":"Anthony Fullbrook","startTime":1906.23,"endTime":1909.37,"body":"more tech products going forward"},{"speaker":"Anthony Fullbrook","startTime":1910.02,"endTime":1911.93,"body":"to better serve the majestic world."},{"speaker":"Anthony Fullbrook","startTime":1912.545,"endTime":1913.295,"body":"Oh, I know."},{"speaker":"Don Davis","startTime":1920.585,"endTime":1920.855,"body":"Good."},{"speaker":"Don Davis","startTime":1921.025,"endTime":1924.505,"body":"Well thanks a lot for"},{"speaker":"Don Davis","startTime":1921.025,"endTime":1924.505,"body":"participating, Anthony."},{"speaker":"Don Davis","startTime":1924.505,"endTime":1926.455,"body":"It's been a great discussion."},{"speaker":"Don Davis","startTime":1926.485,"endTime":1931.735,"body":"We really appreciate your time and your"},{"speaker":"Don Davis","startTime":1926.485,"endTime":1931.735,"body":"thoughts and hopefully we can meet, maybe"},{"speaker":"Don Davis","startTime":1931.735,"endTime":1935.635,"body":"meet again in a couple months and see how"},{"speaker":"Don Davis","startTime":1931.735,"endTime":1935.635,"body":"things have evolved since we last spoke."},{"speaker":"Anthony Fullbrook","startTime":1937.285,"endTime":1937.945,"body":"Thank you guys."},{"speaker":"Anthony Fullbrook","startTime":1938.005,"endTime":1939.125,"body":"Thanks Don."},{"speaker":"Anthony Fullbrook","startTime":1939.425,"endTime":1941.945,"body":"Thanks Bryan."},{"speaker":"Anthony Fullbrook","startTime":1943.415,"endTime":1946.475,"body":"Thanks for listening to the"},{"speaker":"Anthony Fullbrook","startTime":1943.415,"endTime":1946.475,"body":"supply chain secrets podcast."},{"speaker":"Anthony Fullbrook","startTime":1946.805,"endTime":1949.295,"body":"Make sure to subscribe to"},{"speaker":"Anthony Fullbrook","startTime":1946.805,"endTime":1949.295,"body":"the podcast on your favorite"},{"speaker":"Bryan Most","startTime":1949.295,"endTime":1949.835,"body":"podcast"},{"speaker":"Anthony Fullbrook","startTime":1949.835,"endTime":1950.495,"body":"network."}]}