RXO Inc at Morgan Stanley Laguna Conference Transcript

Sep 13, 2023 / 04:20PM GMT
Ravi Shanker - Morgan Stanley, Research Division - Executive Director

Kicking off the asset-light portion of the transportation content at Laguna, we have RXO and CEO, Drew Wilkerson and Chief Strategy Officer, Jared Weisfeld, Chairman, thanks so much for being here.

Drew M. Wilkerson - RXO, Inc. - CEO & Director

Thanks for having us.

Questions and Answers:

Ravi Shanker - Morgan Stanley, Research Division - Executive Director

Drew, I think everyone wants to know what you're thinking of the cycle right now given that so far, you have been call it the canary, call it the optimist, call it the glass-half-full guy. But you've, again, been able to kind of call the bottom before anybody else. So were you also going to be able to tell us when the up cycle is coming from anybody else?

Drew M. Wilkerson - RXO, Inc. - CEO & Director

Yes. So one, take a step back. And if you look towards the end of Q1 last year. That's what started becoming a soft freight market. So
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