The Cardboard Boxpocalypse and the State of the US Economy

In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Ryan Fox, a containers and packaging analyst from Bloomberg Intelligence, about the state of the box industry. The discussion covers the recent decline in box shipments, the factors that influence box prices, the economics of recycling, and technological developments in box making. Ryan provides detailed insights into the industry, including the different types of boxes, the major players in the paper industry, and the various factors that go into box design and procurement. The conversation also explores the use of boxes as a macroeconomic indicator and the challenges facing the industry, such as oversupply and changing consumer behavior.