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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

41:07

RXO Focused on Productivity, Building Scale

Talking Transports ·

2025/08/19

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. Wilkerson provides insights into the benefits and integration of the

en-US

53:16

ABH’s Hatch on Potential Rail Consolidation

Talking Transports ·

2025/08/12

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 share his insights about the merits and challenges of a possible merger

en-US

40:36

Armstrong CEO on Tech, Tariffs, Freight Woes

Talking Transports ·

2025/08/05

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 analyst Lee Klaskow to discuss the state of third-party logistics market,

en-US

47:45

Miller on Tariffs and the Trucking Recovery

Talking Transports ·

2025/07/29

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 how inflation may limit interest-rate cuts and weigh on consumer

en-US

43:56

Flexport Navigates Tariffs and Emerging Tech

Talking Transports ·

2025/07/22

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 transportation and logistics analyst, to share his insights about how they are

en-US

38:58

Kazatsky on Nuclear Verdicts Hit on Trucking

Talking Transports ·

2025/07/18

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 Talking Transports podcast, Robyn Kazatsky, a partner at Lock Gordon Law

en-US

42:40

Genesee & Wyoming’s Critical Logistics Role

Talking Transports ·

2025/07/15

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 evolution of the company from a consolidator to one focused on organic

en-US

39:24

Norden Enables Trade in Uncertain Times

Talking Transports ·

2025/07/08

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 navigating the uncertainty. A more favorable order book is making the

en-US

41:46

Morgan Stanley’s Shanker Awaits the Turn

Talking Transports ·

2025/07/01

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 transportation and logistics analyst, to share his insights about what

en-US

40:38

ClearJet Making Ecommerce Easier, Cheaper

Talking Transports ·

2025/06/24

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 senior transportation and logistics analyst, to share his insights about

en-US

46:58

Bozeman on Robinson’s Ongoing Transformation

Talking Transports ·

2025/06/17

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 analyst, to share his insights about the state of the freight

en-US

37:13

ACT Research Denoyer on Trucking Uncertainty

Talking Transports ·

2025/06/10

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 senior transportation and logistics analyst, and Chris Ciolino, senior

en-US

45:03

Hatch on Where Railroads Could Be Heading

Talking Transports ·

2025/06/03

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 transportation and logistics analyst, to share insights about the

en-US

39:30

Truck Parking Club Makes Space for Drivers

Talking Transports ·

2025/05/27

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’s senior transportation and logistics analyst, Lee Klaskow, to share

en-US

42:55

Reinke on Intermodal Delivering for Shippers: Talking...

Talking Transports ·

2025/05/20

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 podcast, Anne Reinke, president and CEO of the Intermodal Association

en-US

36:57

Star Bulk’s Norton on Dry Bulk Challenges

Talking Transports ·

2025/05/13

Tensions between the US and its trading partners are weighing on dry-bulk demand as economic-growth expectations recede. The global economy could expand 2.6%, based on consensus, down 40 bps from the start of the year and 70 bps below 2024. The US accounts for about 10% of the dry-bulk market, making the sector less tied to protectionist policies out of Washington. Agriculture and metallurgical coal comprise the majority of exports. In this Talking Transports podcast, Hamish Norton, president of

en-US

39:20

Three Fs of Liner Shipping with Ocean Audit

Talking Transports ·

2025/05/08

Geopolitical tensions, shifting trade routes and evolving carrier alliances are redefining the global containerliner landscape. Though demand remains uncertain, a level setting of tariffs could create a surge in demand and lead to renewed congestion and rate volatility. In this Talking Transports podcast, Steve Ferreira, founder and CEO of Ocean Audit, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about the state of the global container

en-US

44:45

SanMar’s Playbook Helps to Navigate Tariffs

Talking Transports ·

2025/05/06

The uncertainty created by more protectionist policies out of Washington make supply-chain professional jobs increasingly more stressful and unpredictable. Shippers need to be nimble, patient and not overly reactive to headlines out of the White House. In this episode of the Talking Transports podcast, John Janson, vice president of global logistics at SanMar, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to share his insights about navigating

en-US

50:03

Getting Schooled by MIT on Supply Chains

Talking Transports ·

2025/04/29

Machine learning, generative AI and other technology innovations have the ability to drive safer and more efficient supply chains. Freight-transportation markets are in the early stages of leveraging AI’s capabilities which will be transformational in the years to come. In this Talking Transports podcast, Dr. Yossi Sheffi, director of the MIT Center for Transportation & Logistics, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights

en-US

41:01

Telling Trucking Fraud to Hit the Highway

Talking Transports ·

2025/04/22

Fraud in the trucking industry has become a major issue for carriers, brokers and shippers alike. The Transportation Intermediaries Association (TIA) estimates that freight fraud costs supply chains over $1 billion annually in the US. The pandemic, market-participant anonymity and ease have helped spark a new wave of cargo theft. In this Talking Transports podcast, Michael Caney, chief commercial officer of Highway, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics

en-US

118 results

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