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Donald Broughton gives his read on Union Pacific being set to buy Norfolk Southern
CNBC Televisionยท2025-07-29 18:12

So, let's talk about all of it. What it means for the industry, what it means for transportation and freight in general, and whether we could see more consolidation coming to the rails. Donald Broen, Broughten Capital Managing Partner, joins me now. And Donald, it's great to have you on. Let's start right there because we haven't seen a mega merger in the rail industry. I mean, yes, Canadian Pacific and and Kansas City a couple of years ago, but we haven't seen something big like this in more than two decad ...