FreightCasts

FreightCasts

A full trailer load of freight podcasts from FreightWaves. Enjoy shows like the award-winning WHAT THE TRUCK?!? podcast, Put That Coffee Down, Freightonomics, Fuller Speed Ahead, Great Quarter, Gals and more with one click of the subscribe button. One freight feed to rule them all!

Episodes

October 17, 2025 45 mins
On this fiery episode of What the Truck?!?, host Malcolm Harris is joined by two incredible guests to tackle the most pressing issues in the freight industry. First up is Bill Catania, CEO of OneRail, who dives deep into the world of AI-driven logistics, discussing the critical importance of authentication, visibility, and resilience against emerging threats like deep fake impersonations and AI-generated phishing attacks. Then, Mi...
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We analyze CSX's recent Q3 earnings, noting that while adjusted operating income fell 8% due partly to a non-cash write-down and export coal decline, the operational story shows significant strength. The railroad is running better than ever, reporting a 1% growth in overall volume fueled by a robust 5% surge in intermodal traffic, alongside key operational improvements like an 8% decrease in terminal dwell time. Global markets con...
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October 17, 2025 2 mins
The proposed transcontinental railroad merger between Union Pacific and Norfolk Southern heads toward a shareholder vote on November 14th, as both companies' boards urge investors to approve the historic transaction. Simultaneously, the shipping industry is navigating major disruptions as Ocean freight rates plummet amid China chaos, causing container rates on key transpacific routes to hit two-year lows due to tariffs and declinin...
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Economic Innovation Group researcher Connor O'Brien discusses his research on Ohio's high-tech workforce, the role of immigration in growth, and how to reform the H1-B lottery with JP Hampstead. Learn more about your ad choices. Visit megaphone.fm/adchoices
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October 16, 2025 6 mins
This daily market update dives into the relentless push for efficiency and adaptation across the supply chain, beginning with J.B. Hunt’s third-quarter earnings beat. The multimodal giant saw an 18% jump in earnings per share (EPS), driven not by demand, but by surgical cost control that included stripping out $20 million in costs in Q3 as part of an efficiency program aiming for annual savings greater than $100 million. We connec...
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In this edition of 3rd and long, Adam Wingfield and Kaylee Nix tag team the mic to unpack the latest headlines shaking up the trucking world. From Trump’s 25% truck tariff to the crackdown on non-domiciled CDL holders, to viral tweets and the toll on immigrant drivers, no topic is off limits.We break down the implications for small carriers, the legal gray areas many are trapped in, and how some operators are trying to climb out of...
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October 16, 2025 2 mins
The Department of Transportation has announced it is withholding over $40 million in Motor Carrier Safety Assistance Program grants from California. This funding cut is a consequence of the state failing to place truck drivers who do not meet the Trump administration’s English Language Proficiency requirements out of service. J.B. Hunt Transport Services saw an 18% year-over-year increase in earnings per share to $1.76 for the thi...
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This episode of What The Truck?!? dives into major transportation headlines and features two standout guests shaping the logistics landscape. The show opens with news updates from FreightWaves’ John Kingston, who discusses a spike in Chapter 11 filings across the transportation sector—five in the first two weeks of October alone. Kingston explains the market pressures behind these bankruptcies and highlights companies navigating r...
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October 15, 2025 11 mins
This episode dives into the "extreme contradiction" defining the logistics market, analyzing the profound divergence between financial disaster hitting small trucking firms and surprising pricing resilience in key segments. The U.S. trucking sector is flashing bright red distress signals, marked by an elevated rate of Chapter 11 filings in transportation in October's first 2 weeks, which is accelerating the necessary capacity contr...
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October 15, 2025 3 mins
Less-Than-Truckload pricing power continues to dominate the market, drawing on insights from the latest quarterly report by AFS Logistics and TD Cowen. LTL rates are expected to remain elevated through year-end, following a third-quarter rate-per-pound index that set a record, standing 65.1% above its 2018 baseline. The episode also reviews the higher-than-average rate of transport bankruptcy filings seen in the first half of Octo...
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October 14, 2025 5 mins
We begin with the domestic "Compliance Crunch," a sudden and significant contraction in US trucking capacity driven by intensified immigration enforcement actions causing non-citizen drivers to exit the market, independent of demand. This rapid capacity disappearance resulted in a noticeable -6.7% decrease in unique US DOT numbers between September and October 2025, leading to intense regional volatility where spot rates in places...
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October 14, 2025 2 mins
U.S. rail traffic increased for a second consecutive week for the period ending Oct. 4, 2025, with overall volume up 3.6%. North American rail volume also saw gains, rising 4.7% for the week, notably boosted by substantial weekly growth in Mexican rail traffic, which saw intermodal units jump 82.9%. Trade volatility means tariffs are serving as the "Tariffs are the wake-up call supply chains needed” for innovation, compelling savv...
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It’s a marvelous Monday on What The Truck?!? with your host Malcolm Harris, bringing you the latest on trends, talent, and technology shaking up the freight world. In today’s episode: Tim Crawford, CEO of Tenstreet, breaks down Q3 driver hiring and retention data — including why drivers are staying put, what’s next for recruiting, and how carriers can weather the storm in a tight market.  Carly Gumby, VP of Revenue at Transfix, ...
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October 13, 2025 6 mins
Maritime trade disputes have escalated with the US and China implementing reciprocal tonnage fees effective October 14th, while the U.S. is aggressively targeting Chinese-made container cranes and intermodal chassis with staggering tariffs up to 270%. The instability is creeping into vital cross-border operations, specifically the US-Mexico e-commerce corridor, following Mexico's mid-August move to raise duties on Chinese imports ...
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October 13, 2025 2 mins
The U.S. Trade Representative has announced new tariffs on Chinese-made container cranes set to go into effect on November 9th, in response to China’s use of unfair trade practices in shipping and shipbuilding. These levies, which include 100% tariffs on ship-to-shore container cranes, could stack with existing duties, bringing the total assessed tariffs on some Chinese exports to between 125% and 270%. Canadian mail carriers, rep...
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Host Malcolm Harris brings the energy for another jam-packed Friday edition of What The Truck?! — where freight meets fire conversation. In This Episode: Ian Jefferies, President & CEO of the Association of American Railroads (AAR), gives us the inside track on: Rail safety and first responder training How policy modernization drives innovation Collaboration between truckers and railroads Combatting cargo t...
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October 10, 2025 5 mins
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October 10, 2025 2 mins
The trucking industry faces a major disruption as PE-backed flatbed operator Montgomery Transport LLC abruptly filed for Chapter 7 bankruptcy and ceased operations immediately. This sudden shutdown put approximately 1,000 employees out of work, including 600 truck drivers, highlighting the fragility of transportation companies in today’s economy. Global trade flows are shifting as U.S. maritime gateways saw container imports drop ...
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October 9, 2025 6 mins
Enforcement activities by ICE, targeting non-domiciled CDL holders in southern states, have triggered a capacity shock, rerouting trucks to the Midwest and East Coast and causing regional spot rates to spike despite overall soft national freight volume. Globally, the macro picture confirms a rapid cooling, with new data projecting that US import container volumes will fall below the 2 million TEU mark for the remainder of 2025 due...
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The truckload spot market erupted this week as the Serbian news called for drivers to stay off the roads amidst ICE raids. Rates jumped despite weak demand. Dr. Zac Rogers gives the latest LMI report and the import market stabilizes. ⁠Follow the Freightonomics Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
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