Class 1 Railroads with Matt Reustle of Business Breakdowns

About this episode

The episode discusses Class 1 Railroads in North America and the merger between Union Pacific and Norfolk Southern with guest Matt Reustle.

Welcome to Episode 33 of the Preferred Shares Podcast. In this episode, we talk in depth about North American’s Class 1 Railroads and the pending merger between Union Pacific and Norfolk Southern . Joining the conversation is Matt Reustle, a former analyst with Goldman Sachs covering the transportation sector. More recently, Matt has been the long-time host of the great Business Breakdowns podcast . In This Episode Defining Class 1 Rails Key dynamics of the industry The formation of the ICC and historic regulation, including the Staggers Act E. Hunter Harrison and the rise of Precision Scheduled Railroading (PSR) The ICC’s last big decision: the BN and SF merger Key industry metrics and historical performance Exploring the potential likelihood and impact of the proposed UNP NSC merger Disclaimer All opinions expressed by Preferred Shares hosts and guests are solely their own opinions and do not reflect the opinions of their respective employers. This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. None of the information contained in the podcast or this web site constitutes a recommendation that any…

People in this episode

Host: Preferred Shares Podcast

Guest: Matt Reustle

Topics covered

• Class 1 Railroads
• mergers
• transportation sector
• regulation
• industry metrics
• historical performance

Keywords

• Class 1 Railroads
• Union Pacific
• Norfolk Southern
• merger
• transportation
• regulation
• E. Hunter Harrison
• Precision Scheduled Railroading
• Staggers Act

Mentioned in this episode

Organizations: Goldman Sachs, Business Breakdowns, Union Pacific, Norfolk Southern, ICC, BN, SF

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