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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

41:20

Size Matters for Global Ship Lease’s Fleet

Talking Transports ·

2025/04/15

The global container-liner industry is facing increased uncertainty stemming from the protectionist measures coming out of Washington. Trade between Asia and North America accounts for about 13% of global container trade, with the majority from China to the US. In this Talking Transports podcast, Thomas Lister, CEO of Global Ship Lease, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about its fleet of small-to-midsize containerships could

en-US

37:15

GenLogs Pictures Safer, Efficient Trucking

Talking Transports ·

2025/04/08

Fighting fraud and improving visibility is paramount for freight brokers, carriers and shippers. GenLogs’ nationwide network of sensors collects 50,000 images of trucks every five minutes. This data and its artificial intelligence-powered platform can help brokers better vet carriers by visibly inspecting them and their equipment. In this Talking Transports podcast, GenLogs’ co-founder and CEO Ryan Joyce joins Lee Klaskow, Bloomberg Intelligence’s senior transportation &

en-US

12:54

Weather May Dampen Transports 1Q Earnings

Talking Transports ·

2025/04/03

Railroads and trucking companies are facing headwinds to 1Q earnings from the impact of severe weather on volume and costs, coupled with higher fuel prices. In this Talking Transports podcast, Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, previews what could be in store for the truckload, less-than-truckload (LTL) and railroad industries during 1Q earnings season. Railroads are poised for adjusted EPS growth, while truckload carriers may face flattish growth

en-US

41:27

Chassis - The Unsung Heroes of Supply Chains

Talking Transports ·

2025/04/01

The chassis market is a critical part of supply chains and many times can be overlooked. Freight markets could come to a halt without access to safe, reliable chassis, for which prices have almost doubled since tariffs were implemented in 2021. In this Talking Transports podcast, Daniel Walsh, president and CEO of TRAC Intermodal, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to share his insights on how the company is benefiting from technology

en-US

44:12

Cummins’ Merritt on Regulatory Uncertainty

Talking Transports ·

2025/03/25

North American heavy-truck and engine producers face an increasingly uncertain regulatory, trade and economic backdrop in 2025. With the EPA planning to reconsider several heavy-truck regulations, there are growing risks to expectations of higher build rates in 2H and 2026. In this Talking Transports podcast, Brett Merritt, president of Cummins’ Engine Business, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, and Chris Ciolino, senior US machinery

en-US

40:21

Saia Has Plenty of Fuel Left in the Tank

Talking Transports ·

2025/03/18

Saia’s expansion plans are helping it mitigate weak less-than-truckload (LTL) demand, but that also comes with higher costs and margin pressures as new facilities build density. The company added 21 new facilities with plans to open up to six in 2025. Tonnage has increased 12-13% during the first two months of the year, while its competitors are experiencing mid- to high-single-digit declines. In this episode of the Talking Transports podcast, Saia’s President and CEO Fritz Holzgrefe

en-US

38:07

Cargill a Mover in the Dry-Bulk Markets

Talking Transports ·

2025/03/11

Dry-bulk rates are well below their pandemic peaks and are now hovering around operating costs for many fleets. The outlook will be challenging this year as supply growth is expected to outpace demand by 230 bps, based on a forecast by Clarksons. In this Talking Transports episode, Jan Dieleman, president of Cargill Ocean Transportation, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about what’s on the horizon for its fleet of

en-US

37:54

Port of Los Angeles Delivers to Stakeholders

Talking Transports ·

2025/03/04

The Port of Los Angeles is a major gateway for freight moving in and out of the US, which is key to the regional and national economies. The pull-forward benefits from anticipated new US implemented tariffs, and a potential strike at US East Coast and Gulf ports, helped drive 19% volume growth in 2024. This year, comparisons will become more difficult and may result in low-double-digit declines in 2H. In this Talking Transports podcast, Gene Seroka, executive director of the Port of Los Angeles,

en-US

38:59

Ardmore on What’s on the Horizon for Tankers

Talking Transports ·

2025/02/25

Geopolitical-fueled supply-chain dislocations have provided a constructive supply-demand backdrop for product and chemical-tanker fleets in 2025. The crisis in the Red Sea, sanctions on Russian energy exports and potential US tariffs have increased ton-miles and absorbed capacity. Time charter rates remain above historical averages despite coming off their robust levels over the past three years, which will weigh on earnings this year. In this Talking Transports podcast, Gernot Ruppelt, CEO of

en-US

42:16

Gordon on M&A Activity Picking Up in 2025

Talking Transports ·

2025/02/18

Supply-chain executives are more optimistic about freight markets and the pace of mergers and acquisitions in 2025. Deals can be a win-win for buyers and sellers as seen by RXO’s recent acquisition of Coyote, UPS’ brokerage business. The transaction lets UPS focus on its parcel business while provides RXO with significantly increased market penetration. Some deals are motivated by companies expanding their specialties in a service or geography. In this Talking Transports podcast, Ben

en-US

45:30

Painter on Tech Connecting Supply Chains

Talking Transports ·

2025/02/11

The growth in machine learning and artificial intelligence can drive significant productivity gains for trucking carriers and shippers. Those leaning into these new technologies will be able to make better decisions and drive improved economic outcomes. Transports appear to be in the early innings of this new technology revolution. In this Talking Transports podcast, Rob Painter, CEO and president of Trimble, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to

en-US

41:52

Redrawing Supply Chains on Trade-War Risks

Talking Transports ·

2025/02/04

Tariff risk has forced many companies to take a long hard look at their supply chains. In this Talking Transports podcast, Didi Caldwell, CEO and president of Global Location Strategies and America’s factory whisper, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share her insights into what it takes for an industrial-development project, which are key for long-term railroad carload growth, to get off the ground. Caldwell also discusses how she spent

en-US

48:45

Jindel on Parcel Challenges, LTL Opportunity

Talking Transports ·

2025/01/28

FedEx and UPS are trying to navigate an ever-changing parcel industry as volume mix shifts toward more-expensive home deliveries and increased competition from the likes of Amazon.com, which have weighed on margins. These legacy players are focused on productivity improvements, expense controls and restructuring networks in the hopes of thriving in this complex environment. In this Talking Transports podcast, Satish Jindel, president of SJ Consulting and ShipMatrix, joins Lee Klaskow, Bloomberg

en-US

43:11

Spear Delivering for Truckers in Washington

Talking Transports ·

2025/01/21

The trucking industry could transition to a more robust environment after the freight recession of the past two years. A more probusiness Trump administration may spur domestic freight growth and be more sympathetic to the issues facing the trucking industry, according to Chris Spear, president and chief executive officer of the American Trucking Associations. In this Talking Transports podcast, Spear joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to

en-US

39:25

Beyer on Technology Shaping Freight’s Future

Talking Transports ·

2025/01/14

Technology will be a driving force in shaping the transportation and logistics industry for years to come given the productivity improvements afforded by artificial intelligence and machine learning. It may also spur a new era of consolidation within the freight brokerage industry, as those companies without the scale and capital will find it increasingly difficult to compete. In this Talking Transports podcast, Ken Beyer, CEO of Transportation Insights (TI) and Nolan Transportation Group (NTG),

en-US

36:28

Shanker on Transportation’s Better Prospects: Talking...

Talking Transports ·

2025/01/07

Fourth-quarter earnings could provide some signs that 2025 will be a brighter year for freight-transportation companies. In this Talking Transports podcast, Ravi Shanker, Morgan Stanley’s managing director and lead North American freight transportation and airlines analyst, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about what could be in store this earnings season and how freight demand could shape up in 2025. Restocking

en-US

27:31

What’s Down the Road for Trucking, Rail

Talking Transports ·

2024/12/17

The freight market outlook is set to improve next year following two challenging years for surface-transportation providers. In this Talking Transports podcast, Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, shares his 2025 outlook for the truckload, less-than-truckload (LTL) and railroads industries. Mid-single digit contractual rate growth, low-single-digit volume gains and improving utilization rates, could fuel a 67% jump in EPS for BI’s truckload peer

en-US

44:29

Jamroz on Putting Roadrunner on the Right Path

Talking Transports ·

2024/12/10

Refocusing Roadrunner into an asset-light less-than-truckload (LTL) provider over the past four years may have been key to turning the company around. In this Talking Transports podcast, Chris Jamroz, Roadrunner’s executive chairman and chief executive officer, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about the strategic steps the company took to bring it back from the brink. A focus on expedited LTL movements in the largest

en-US

42:58

Selva on Creating Resilient Networks With AI

Talking Transports ·

2024/12/03

The ability to optimize logistics networks that can react to weather or human disruptions can be the differentiator between success and failure for many organizations. In this Talking Transports podcast, retired General Paul Selva, DEFCON AI’s co-founder and chief strategy officer, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about how technology and artificial intelligence are creating more resilient supply chains. The retired vice

en-US

35:42

Wayment on the Complexity of Shipping Drugs

Talking Transports ·

2024/11/26

The health-care logistics market is growing at a faster pace than the general freight market and has become an attractive vertical for providers of freight transportation services. The inherently complex nature of these supply chains due to cargo temperature requirements and safety concerns can warrant higher margins relative to other end markets. In this Talking Transports podcast, Joel Wayment, vice president of 3PL services at Cardinal Health, joins Lee Klaskow, Bloomberg Intelligence senior

en-US

118 results

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