Hedge Fund Tips with Tom Hayes - podcast - Episode 321 - December 11, 2025

Tom Hayes, Chairman and Managing Member of Great Hill Capital, interviews Patrick Kelleher, CEO of GXO Logistics, on "Hedge Fund Tips with Tom Hayes." They discuss Kelleher's background, his decision to join GXO, and GXO's focus on North American growth, tariffs and reshoring trends, organic growth potential, margin expansion strategies, and the reverse logistics opportunity. Kelleher emphasizes GXO's leadership in technology and automation, particularly with GXO IQ, and the company's unique culture. The conversation also covers the Wincanton integration and the strategic fit within GXO, highlighting the revenue synergies and the importance of the team at GXO.