Let's bring in the top ranked retail analyst on Wall Street, Matthew Boss of JP Morgan. He just raised his price target in fact on that name. It's good to see you. >> Good to see you, too.>> You were a believer before many, right. Cuz the last time you were here, you had just upgraded the stock to a buy. >> That's right.>> Maybe 10% lower than where the stock is now. What gave you the conviction to do it then. And do you feel like you're getting the payoff now.>> Yeah. So look the the conviction in the call ...

through the roof. Welcome back. July through October.>> Is typically when ocean freight peaks ahead of back to school and holiday and year end demand. This year is a little different. A lot of shippers, as you know, front loaded their inventory ahead of tariffs.And during that 90 day pause. Now the industry is watching this August 1st deadline. Ryan Peterson joins us today, the CEO of logistics company Flexport with what he's seen and Ryan what the what the inventory trajectory is from here.After a couple o ...