Scott Martin sees freight and logistics stocks like FedEx (FDX), UPS (UPS), C.H. Robinson (CHRW), and J.B. Hunt (JBHT) navigating rising diesel prices and a maturing economic cycle. He prefers UPS over FedEx on valuation but expects a decent holiday shopping season driven by higher income spenders. Tom White then outlines a neutral to bullish short put vertical options trade on FedEx.