Best of Bloomberg Intelligence (04/11/2022)

The video discusses the transportation market, highlighting a quarterly survey with truckstop.com that shows optimism despite a decline in trucking stocks. It addresses market concerns, such as increased capacity and declining growth in the spot market, while noting strong pricing power for publicly traded trucking companies. The discussion covers cycle timing, economic sensitivity, and the impact of seasonal patterns and global events, like China's lockdown, on demand and capacity.

What potential challenges could arise from the current economic conditions for truckers?

Discuss the seasonal patterns in trucking demand and their expected impact.