J.B. Hunt Transport Services, Inc. at Morgan Stanley Laguna Conference Transcript
Great. Let's kick off the session here. And very happy to welcome back to Laguna, J.B. Hunt, represented by CFO and EVP, Brad Delco; EVP and President of Intermodal, Darren Field; and Senior Director of Finance, IR, Andrew Hall. Gentlemen, thanks so much for being here.
Thanks, Ravi. Appreciate you having us.
Absolutely. So let's start talking about the cycle, because that's obviously where the focus of everybody's attention is. And I'm sort of excited about this session, and I'm glad we can make the timing work, because every Laguna conference, the feedback we get is that people sort of look at you guys to get the real temperature of where we are in the cycle. They may agree or disagree, but everybody is like, what did J.B. Hunt say.
So just to level set your -- in 1Q, you said that you believe we were in the first
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