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.
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...
Geopolitical risks like the crisis in the Red Sea or more protectionist trade policies are increasing inefficiencies in global shipping, which will require more ships to move the same amount of freight. In this Talking Transports podcast, Jan Rindbo, CEO of D/S Norden, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share insights about how its dry-bulk and product-tanker fleets are navigat...
Earnings growth for transportation and logistics providers will be driven by when the freight cycle will finally turn. The uncertain economic backdrop has made calling the cycle increasingly difficult for market participants. In this Talking Transports podcast, Ravi Shanker, managing director and lead North American freight transportation and airlines analyst at Morgan Stanley, joins Lee Klaskow, Bloomberg Intelligence senior trans...
E-commerce’s ease and convenience for consumers will fuel its growth, with Bloomberg Intelligence forecasting it will reach $2.9 trillion in US sales by 2030, making up 34% of retail vs. 25% last year. That growth doesn’t come without challenges for shippers and their transportation partners. In this Talking Transports podcast, Chris Guggenheim, founder and CEO of ClearJet, joins Lee Klaskow, Bloomberg Intelligence seni...
Ever-changing US tariff policies are creating uncertainty in supply chains and prolonging a tepid tone in freight demand. Leveraging technology will be critical for third-party logistics providers to remain nimble in this challenging environment. In this episode of the Talking Transports podcast, David Bozeman president and CEO of C.H. Robinson, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics a...
Regulatory, tariff and economic uncertainty continues to paralyze the North American heavy-truck market as a collapse in orders has reduced build rate expectations this year. Visibility should begin to improve in the coming months as we get better clarity on a 2026 recovery. In this episode of the Talking Transports podcast, Tim Denoyer, vice president and senior analyst at ACT Research, joins Lee Klaskow, Bloomberg Intelligence se...
The more protectionist policies out of Washington are creating a more uncertain backdrop for North American railroads and the broader freight markets. Yet the industry should be agile and resilient enough to navigate the volume volatility that has come with the ever-changing US tariff policies. In this Talking Transports podcast, Tony Hatch, founder and president of ABH Consulting, joins Lee Klaskow, Bloomberg Intelligence senior t...
Finding a safe place to park is just one of the many challenges facing truck drivers. There’s just one space for every 11 trucks, according to the American Trucking Associations, which estimates drivers spend 56 minutes looking for available parking, amounting to about $5,500 in lost compensation. In this episode of Talking Transports, Evan Shelley, co-founder and CEO of Truck Parking Club, joins Bloomberg Intelligence’...
Intermodal demand will likely remain volatile from the start-and-stop trade policy coming out of Washington. International demand may get a boost following the US and China lowering their tariffs on one another as part of the announced 90-day truce. Shippers may start to rush to fill warehouses at lower duties. This will help mitigate the drag on domestic intermodal demand created by lower diesel prices. In this Talking Transports ...
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