Talking Transports

Freight markets are tightening after years of weak pricing, driven more by shrinking capacity and stricter enforcement than surging demand. In this Talking Transports podcast, White Arrow founder and CEO Chris Ceausu joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how regulatory scrutiny around electronic-logging-device compliance, safety and...

Freight markets are tightening in ways not seen since deregulation, driven more by shrinking capacity than surging demand. In this Talking Transports podcast, Triumph Financial Founder & CEO Aaron Graft joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow and Bloomberg Intelligence midcap bank analyst Eric Bedell to discuss how regulatory enforcement, ri...

Freight congestion and inefficient cargo handoffs remain major pain points across ports, rail yards and industrial corridors. In this Talking Transports podcast, Glīd Technologies founder and CEO Kevin Damoa joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how his military logistics experience inspired the company’s autonomous road-to-ra...

Amazon.com’s expanding logistics ambitions are poised to disrupt multiple transportation segments, from parcel to brokerage and LTL. In this Talking Transports podcast, Morgan Stanley Managing Director Ravi Shanker joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how Amazon’s scale and asset-light approach could pressure incumbents...

Freight markets are tightening after a prolonged downturn, but the driver is shrinking capacity rather than rising demand. In this Talking Transports podcast, DAT Principal Analyst Dean Croke joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow to discuss how regulatory enforcement around driver qualifications, fraud and compliance is removing trucks from the market...

Freight markets are stabilizing after a prolonged downturn, driven more by a supply correction than demand growth. In this Talking Transports podcast, J.B. Hunt CEO Shelley Simpson joins Bloomberg Intelligence’s senior freight transportation and logistics analyst Lee Klaskow to discuss how regulatory enforcement is tightening trucking capacity and lifting rates. Simpson, whose more than 30 y...

Europe’s trucking market is stabilizing after a prolonged downturn, but structural challenges remain. In this episode of the Talking Transports podcast, Girteka CEO Edvardas Liachovicius joins Bloomberg Intelligence’s Lee Klaskow to discuss how overcapacity and weak demand in 2023–24 pressured rates and profitability, with only early signs of balance emerging. Liachovicius highli...

Autonomous trucking is shifting from pilot to early commercialization as technology, safety validation and economics converge. In this Talking Transports podcast, Kodiak AI founder and CEO Don Burnette joins Bloomberg Intelligence’s Lee Klaskow to discuss how the company is deploying driverless trucks in real-world operations and preparing for long-haul expansion. Burnette outlines Kodiak&rs...

Rising agricultural output is straining Brazil’s domestic freight and dry bulk shipping markets, pushing inland trucking rates higher and lifting ocean transport costs. In this Talking Transports podcast, Bloomberg Intelligence’s Lee Klaskow speaks with goFlux CEO Rodrigo Gonçalves and Alphamar Shipping Agency partner Arthur Neto from Bloomberg’s Farm, Food & Fuel Summ...

Freight brokerage remains under pressure, but structural changes may be tightening capacity. In this episode of the Talking Transports podcast, Freight Caviar founder and CEO Paul Jaroslawski joins Bloomberg Intelligence’s Lee Klaskow to discuss how regulatory enforcement around non-domiciled commercial driver’s licenses and fraud are reducing supply and lifting spot rates despite weak...

Private ownership can be a strategic advantage in a volatile freight market. In this Talking Transports podcast, Jarrett’s founder and CEO Mike Jarrett tells Bloomberg Intelligence’s Lee Klaskow that remaining family-owned and debt-free allows the company to focus on culture, long-term customer partnerships and disciplined capital allocation rather than quarterly earnings pressure. Jar...

Rail-freight demand is subdued but stable as economic uncertainty and shifting global trade patterns cloud near-term volume expectations. In this Talking Transports podcast, BNSF Chief Marketing Officer Tom Williams joins Bloomberg Intelligence’s Lee Klaskow to discuss the railroad’s demand outlook. Williams highlights the railroad’s improving service, noting that consistent tran...

Intermodal freight remains a vital but cyclical component of US supply chains, even as prolonged softness in trucking and rail markets pressures margins and balance sheets. In this Talking Transports podcast, STG Logistics CEO Geoff Anderman joins Bloomberg Intelligence’s Lee Klaskow to discuss the company’s proactive Chapter 11 restructuring and strategy to strengthen its financial fo...

Freight demand remains uneven, but ArcBest is betting on integration and technology to drive long-term growth. In this Talking Transports podcast, ArcBest CEO Seth Runser joins Bloomberg Intelligence’s Lee Klaskow to discuss the company’s evolution from a traditional less-than-truckload into a multibillion-dollar integrated logistics provider. Runser outlines how managed transportation...

Escalating US–Israeli strikes on Iran have injected fresh volatility into global energy and shipping markets, pushing Brent crude toward $80 a barrel and sending very large crude carrier spot rates sharply higher. About 20% of global oil and 25% of LNG flows transit the Strait of Hormuz, making the region critical to global trade. In this Talking Transports podcast, Bloomberg Intelligence&rs...

Railroad freight remains a critical but often overlooked backbone of the economy, even as uncertainty clouds capital investment decisions. Railcar orders have moderated amid tariff concerns and cautious shipper spending, yet Greenbrier’s backlog remains strong, underscoring resilient underlying demand. In this Talking Transports podcast, Greenbrier CEO Lorie Tekorius joins Bloomberg Intellig...

Supply chain technology adoption is shifting from pilots to measurable gains in productivity and margins. In this episode of the Talking Transports podcast, Bloomberg Intelligence’s Lee Klaskow shares conversations from the floor of Manifest conference in Las Vegas, where innovation — not freight volumes — dominated. Vendors spotlighted AI agents for less-than-truckload workflows...

AI’s growing appetite for power is quietly reshaping freight demand, creating new opportunities for transportation providers serving the oil and gas industry and its supporting infrastructure. In this Talking Transports podcast, Pinch Transport President Thomas Massalone joins Bloomberg Intelligence’s Lee Klaskow to discuss a niche corner of the freight market: flatbed less-than-trucki...

Market participants and investors appear optimistic that federal initiatives can drive out slack trucking capacity and ignite a prolonged rate recovery. The Bloomberg Intelligence truckload peer group is up 18% year to date vs. a 1% gain for the broader index. In this episode of Talking Transports, USA Truck CEO and co-owner George Henry joins BI’s Lee Klaskow to examine the early signs of s...

Knight-Swift’s CEO Adam Miller joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst for a fireside chat at SMC3’s JumpStart 2026 Conference in Atlanta on this episode of Talking Transports podcast. Miller explains why the company is better positioned following the near-completion of its national less-than-truckload network, with scale, flexibility and d...

Rising “nuclear verdicts,” broker liability and landmark court cases are reshaping the economics of trucking and logistics. In this Talking Transports podcast, Matthew Leffler, managing member of Armchair Attorney, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to unpack the legal forces affecting freight markets. Leffler explains the surge in ni...

Geopolitical developments from the US, increased protectionist policies, Red Sea risks and regional wars have created a climate of unprecedented uncertainty for the global containerliner industry. In this Talking Transports podcast, Joe Kramek, the president and CEO of the World Shipping Council joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss what...

Technology investment is no longer a luxury for supply chains, as it has become essential just to survive, let alone thrive. In this Talking Transports podcast, project44 founder and CEO Jett McCandless joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how AI is transforming global supply chains from reactive to autonomous. McCandless explains how pr...

Global freight markets face another challenging year from geopolitical tensions, uncertain trade policies and slack capacity. In this episode of the Talking Transports podcast, Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow shares how 2026 may play out for North American trucking, railroad and freight brokerage markets, as well as the global parcel and shipping sect...

Geopolitical tensions, a fractured regulatory landscape and shifting trade patterns are reshaping the maritime industry in ways not seen in decades. In this episode of the Talking Transports podcast, maritime historian and former merchant mariner, Sal Mercogliano, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to break down the forces redefining global shipp...