Talking Transports
Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.
Episodes
The transportation and logistics M&A market may be quiet, but there are still pockets of strength. In this episode of Talking Transports, Tenney Group CEO Spencer Tenney joins Bloomberg Intelligence’s senior analyst Lee Klaskow to discuss what kinds of deals are getting done and how technology is becoming a key differentiator for freight brokers. They also touch on valuations, seller motivations and why next year could br...
More and more women are entering the trucking industry, but remain underrepresented. They account for only about 10% of truck drivers and 4% in technician roles. In this Talking Transports podcast, Jennifer Hedrick, president and CEO of the Women in Trucking Association (WIT), joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss what the organization is doing to attract more women into t...
The outlook for the global container rates isn’t encouraging for fleet owners, with supply expected to outpace demand next year. The Trump administration’s protectionist policies are only complicating matters for the industry. In this Talking Transports podcast, Peter Sand, Xeneta’s chief analyst, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his outlook for the li...
Tepid demand, weak rates and rising costs are just some of the challenges facing the North American truckload market. Carriers and drivers also face subpar infrastructure, rising fraud and stricter emission standards. In this Talking Transports podcast, Jim Ward, president of the Truckload Carriers Association, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to discuss how the trade gr...
Geopolitical tensions are stoking investor interest in shipping stocks as supply-demand dynamics turn more favorable for tanker and dry-bulk operators heading into 2026. Global containerliners, however, face a tougher outlook, with freight rates struggling to find support amid capacity growth outpacing demand. In this bonus episode of the Talking Transports podcast Bloomberg Intelligence senior freight transportation and logis...
Tanker and dry-bulk operators are positioned to weather freight-market volatility into next year. Supply-demand dynamics favor tankers, while dry bulk is having a better-than-expected 2H on higher thermal-coal demand. That was underscored at a Bloomberg Intelligence event in London, where BI senior analyst Lee Klaskow sat down with Scorpio Tankers President Robert Bugbee and Star Bulk President Hamish Norton for this Talking Transp...
South American markets and their emerging economies are giving logistics companies growth opportunities through near-shoring, free-trade zones and rising bulk-export demand. In this Talking Transports podcast, Morten Johansen, DP World Americas’ executive vice president and chief operating officer, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how the company is positioned t...
The global container shipping market faces three key themes heading into next year: the impact of tariffs on trade flows and demand, structural overcapacity and carriers’ financial resilience, with strong balance sheets buying time to manage near-term risks. In this Talking Transports podcast, Stephane Kovatchev, Bloomberg Intelligence senior cyclical-industrials credit analyst, moderates a panel with Moody’s Daniel Har...
The global barge industry, a roughly $140 billion market, is critical for moving bulk commodities that fuel economic growth. Freight includes petroleum and related products, coal and agricultural goods. In this Talking Transports podcast, Jason Aristides, OpenTug’s CEO and co-founder, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share how the company is bringing visibility and pred...
It takes more than just good relationships and customer service to be a successful freight brokerage in today’s technology-focused world. In this Talking Transports podcast, Robert Bain, director of partnerships and senior consultant at GLCS, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share what freight brokers will need to be successful in the ever-changing landscape. Bain share...
Some brokers are generating strong organic growth despite the tepid freight environment. Expansion can come from a strong service offering, lower costs to serve and shippers’ tendency to reduce the number of providers when trucking capacity is loose. In this episode of the Talking Transports podcast, Matt Pyatt, Arrive Logistics CEO and co-founder, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics ...
The pace of the truckload-rate recovery could be driven by the Trump administration’s focus on the enforcement of English-language proficiency (ELP) requirements, its pause on trucker work visas and the strength of this year’s peak season. In this Talking Transports podcast, Derek Leathers, Werner Enterprises’ chairman and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, ...
The right pricing strategy can make or break margins on less-than-truckload shipments, especially amid weak demand. In this episode of Bloomberg Intelligence’s Talking Transports podcast, SMC³ President and CEO Andrew Slusher joins BI’s senior transportation and logistics analyst Lee Klaskow to explain how the company’s technology-driven tools help shippers, carriers and brokers make informed decisions on rat...
Focusing on scale and productivity helps freight brokers offset weak demand and rates, protect margins and position for growth. In this Talking Transports podcast, Drew Wilkerson, chairman and CEO of RXO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share how the company is navigating the current challenging freight environment and looking ahead for when the market eventually turns. Wilk...
Union Pacific’s $88 billion bid for Norfolk Southern could usher in a new era for the North American railroad industry if the companies can show the Surface Transportation Board that the deal will enhance competition and is in the public interest. In this Talking Transports podcast, Tony Hatch, founder and president of ABH Consulting, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to sh...
Emerging technologies like AI and machine learning could become essential tools for freight brokers to fight fraud, boost productivity and enhance customer service — key steps toward easing margin pressure in a market weighed down by stagnant rates and soft demand. In this episode of Talking Transports, Armstrong Transport Group CEO Cameron Ramsdell joins Bloomberg Intelligence’s senior transportation and logistics anal...
Uncertainty and inflationary pressures tied to the Trump administration’s tariff policies may delay the trucking market’s recovery until next year. In this episode of the Talking Transports podcast, Dr. Jason Miller, a professor in supply chain management at Michigan State University’s Eli Broad College of Business, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss h...
The US’ shifting trade policies are creating challenges for shippers and contributing to a volatile freight environment. Freight forwarders that lean into technologies like artificial intelligence or machine learning can help shippers reduce costs and improve efficiency. In this episode of the Talking Transports podcast, Ryan Petersen, the founder and CEO of Flexport, joins Lee Klaskow, Bloomberg Intelligence senior transport...
The trucking industry is facing rising costs due to a growing number of jury awards exceeding $10 million, commonly known as nuclear verdicts. Plaintiff attorneys are seeing greater success by using more aggressive tactics, leveraging jurors’ emotions, expanding advertising and applying best practices learned from prior trials — all of which are contributing to the rise in nuclear verdicts. In this episode of the Talkin...
Short-line railroads are a critical and sometimes underappreciated part of local, national and global supply chains. They provide first-mile and last-mile services to connect shippers and extend the reach of Class I rails. In this Talking Transports podcast, Michael Miller, the CEO of Genesee & Wyoming, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about the evoluti...
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Host
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