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PODCAST

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.

business investing

All Episodes

37:30

Seanergy Sees Bright Horizon for Dry-Bulkers

Talking Transports ·

2024/02/20

The low orderbook, demand growth and longer ton-miles created by supply-chain disruptions bode well for the health of the dry-bulk industry. In this Talking Transports podcast, Seanergy Maritime Holdings Chairman and CEO Stamatis Tsantanis joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss the opportunities and challenges facing the global dry-bulk shipping market. A prolonged crisis in the Red Sea could drive Capesize rates and profit higher for

en-US

44:27

Deutsche’s Mehrotra Looks Beyond the Upcycle

Talking Transports ·

2024/02/15

The worst appears to be behind transportation markets, and it’s just a matter of time before the freight recession gives way to growth. In this Talking Transports podcast, Deutsche Bank’s managing director in charge of transportation and shipping research, Amit Mehrotra, joins Bloomberg Intelligence senior transportation & logistics analyst Lee Klaskow to discuss the outlook for freight markets and which companies have secular tailwinds. He’s looking for companies with opportunities for outsized

en-US

32:58

Saia Sees Plenty of Growth Left in the Tank

Talking Transports ·

2024/02/13

Less-than-truckload (LTL) pricing power and share gains from the demise of Yellow last year could position carriers for earnings growth and margin expansion in 2024. In this Talking Transports podcast, Saia President and CEO Fritz Holzgrefe joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss the outlook for the LTL markets and the company’s expansion prospects. Improved service and increased reach has helped Saia offset inflationary pressures, with an

en-US

42:31

NFI on Investing Through the Freight Cycle

Talking Transports ·

2024/02/06

The worst appears behind the freight transportation market and there are early indications that 2024 will be better than last year. In this Talking Transports podcast, NFI Industries’ Vice Chairman and President Ike Brown joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss where we are in the freight cycle and how the company is positioned for growth in the dedicated, drayage, warehousing and brokerage segments. NFI’s businesses are facing rate and

en-US

29:21

Loosening Labor Markets Could Aid Margins

Talking Transports ·

2024/01/25

Freight transportation and logistics companies may face lower costs to attract and retain employees now that tighter labor conditions are loosening, which could help margins in 2024. In this Talking Transports podcast, CS Recruiting’s CEO and founder Charlie Saffro joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss how the labor markets have evolved since the pandemic and what companies can expect this year. The freight economy has been weakening

en-US

38:13

STB Chair Takes Railroads to Task on Service

Talking Transports ·

2024/01/16

US railroads may still be too short staffed to continue improving service, especially as volumes recover this year. In this Talking Transports podcast, the Surface Transportation Board (STB) Chairman Martin Oberman joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss the state of the railroad industry from the regulator’s perspective. Lower head counts from the transition to precision-scheduled railroading and furloughs in 2020 contributed to poor

en-US

40:34

Scorpio’s Bugbee on the Outlook for Tankers

Talking Transports ·

2024/01/08

Increased attacks on vessels in the Red Sea are among a number of dislocations and challenges facing the global marine-shipping industry in 2024. In this Talking Transports podcast, Scorpio Tankers President and Director Robert Bugbee joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss the state of the product-tanker industry. Ton-miles were already rising amid supply-chain changes and the impact of the war in Ukraine and low water levels in the Panama

en-US

33:35

Railroads Set for Growth With Better Service

Talking Transports ·

2024/01/02

Improving service levels will be critical for the railroad industry to win market share from other modes. In this Talking Transports podcast, Association of American Railroads (AAR) President and CEO Ian Jefferies joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss how the railroad industry is focused on providing a safer and more predictable service, which along with infrastructure investments could help capture share from trucking. This might help

en-US

39:13

ArcBest Gains Market Share in Its 100th Year

Talking Transports ·

2023/12/19

ArcBest celebrated its centennial this year, along with gains in the less-than-truckload market. In this Talking Transports podcast, ArcBest’s Chairman, President and CEO, Judy McReynolds joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss how its LTL business is mitigating softer demand with share gains following Yellow’s bankruptcy, which is also boosting prices for the service and providing opportunities to expand capacity. Growth may come

en-US

43:26

Werner on Better Trucking Conditions in 2024

Talking Transports ·

2023/12/12

Werner Enterprises is facing better times now that the truckload market appears near equilibrium, says company President and CEO Derek Leathers. In this Talking Transports podcast, Leathers joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss peak season demand and what will drive spot and contract rates to inflect positively. In addition to cyclical trends, dedicated and cross-border demand will fuel organic earnings growth longer term. Leathers also

en-US

32:46

DHL Express Seeing Strong Demand in Americas

Talking Transports ·

2023/12/05

Robust shipments from southern China are driving peak volume growth in the Americas that could reach 16% this year, according to DHL Express Americas’ CEO Mike Parra. In this Talking Transports podcast episode, Parra joins Bloomberg Intelligence senior analyst Lee Klaskow to discuss how peak season is shaping up. Gains are coming from deliveries of fashion, auto parts, technology and gaming products, and Parra sees long-term growth opportunities from a gradual move away from China into northern

en-US

40:30

PAM Biding Its Time for Cycle to Turn

Talking Transports ·

2023/11/22

PAM Transportation Services is well positioned for when the North American truckload rate cycle begins to turn, according to company President and CEO Joe Vitiritto. In this Talking Transports podcast episode, Vitiritto joins Bloomberg Intelligence Senior Transportation & Logistics Analyst Lee Klaskow to discuss the outlook for truckload rates and demand. The proliferation of brokers, private fleet growth and excess capacity at for-hire carriers have created slack capacity that has been slower

en-US

37:44

Canadian National Focused on Operating Plan

Talking Transports ·

2023/11/22

Canadian National should generate strong incremental margins once volume growth returns, now that its operations are optimized following its pivot back to scheduled railroading, according to the company's president and CEO, Tracy Robinson. In this Talking Transports podcast episode, Robinson joins Bloomberg Intelligence Senior Analyst Lee Klaskow to discuss how the railroad is poised for growth and set to remain on track to reach its 2024-26 EPS target. The focus on running a scheduled network

en-US

37:06

GXO Riding the Outsourcing Wave to Growth

Talking Transports ·

2023/11/22

Shippers can lower costs, increase productivity and provide a better customer experience by outsourcing warehousing and distribution functions, according to Neil Shelton, GXO's chief strategy officer. In this Talking Transports podcast episode, Shelton joins Bloomberg Intelligence Senior Analyst Lee Klaskow to discuss these benefits, in addition to how automation can fuel improved order-fulfillment accuracy and free up working capital for shippers. GXO stands to benefit from secular growth

en-US

32:18

RXO’s Wilkerson Deploying Tech for Growth

Talking Transports ·

2023/11/22

Investments in technology should drive productivity and profitability, as well as be a differentiator at RXO, according to CEO Drew Wilkerson. In this Talking Transport podcast episode, Wilkerson joins Bloomberg Intelligence Senior Analyst Lee Klaskow for an in-depth discussion about how technology can provide RXO with a competitive advantage. He also sees green shoots emerging, which may point to better trucking supply-demand dynamics. Wilkerson also comments on issues like trucking capacity,

en-US

40:11

Citi’s Wetherbee's Shares Freight Insights

Talking Transports ·

2023/11/22

Share gains following Yellow's shutdown will be a huge tailwind for less-than-truckload (LTL) carriers in the near term and should help keep pricing structurally disciplined over the longer range, according to Christian Wetherbee, Citi Research managing director and lead analyst on air freight, surface and marine transportation. In this Talking Transports podcast episode, Wetherbee joins Bloomberg Intelligence Senior Analyst Lee Klaskow for an in-depth conversation about which subsectors and

en-US

47:09

Star Bulk’s Norton on Dry-Bulk Shipping

Talking Transports ·

2023/11/22

The war in Ukraine has redrawn trade lanes, which has been a positive for dry-bulk carriers, according to Hamish Norton, Star Bulk's president. In this Talking Transports podcast episode, Norton joins Bloomberg Intelligence Senior Analyst Lee Klaskow to discuss the opportunities and challenges facing the global dry-bulk shipping market. One of the biggest challenges will be the industry's transition toward greener fuels to meet global emission standards. He also comments on issues like the order

en-US

40:52

ATA’s Boyle on Trucking's Transition to EVs

Talking Transports ·

2023/11/21

The transition to lower emissions might be a bumpy road for the trucking industry according to Andrew Boyle, vice chairman of the American Trucking Associations (ATA) and co-president of Boyle Transportation. In this episode of the Talking Transports podcast, Boyle joins Bloomberg Intelligence senior analyst Lee Klaskow for an in-depth discussion about the challenges associated with the transition to electric trucks. They also discuss other obstacles facing the North American trucking market well as

en-US

118 results

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