Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Stagflation Is Reshaping the Trucking Industry
In this episode of Stagflation Conversations, Lucas and Luna examine how high inflation and slow growth are hitting the trucking industry harder than most. With diesel prices up 40 percent since 2024 and freight volumes down, small fleets are selling off rigs at record rates. Lucas breaks down the squeeze on owner-operators, the shift to rail, and what the latest JOLTS data—showing job openings down to 7.359 million—means for driver shortages. Luna brings in the shocking stat that one in five small carriers went bankrupt in 2025, and they debate whether the pain is cyclical or a permanent…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.