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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

45:38

Uber Freight CEO on Supply-Chain Innovation

Talking Transports ·

2024/11/19

Uber Freight is leveraging generative AI to take out supply-chain inefficiencies, lower costs, reduce fraud and drive better customer experiences. The company cut empty miles in half for carriers on its network, and last year saved customers $1.5 billion. Technology has been the cornerstone. In this Talking Transports podcast, Lior Ron, Uber Freight’s founder and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about how technology

en-US

42:59

Norfolk Southern’s Elkins on Next Chapter

Talking Transports ·

2024/11/12

Norfolk Southern is entering a new chapter in its history as it moves past a devastating derailment, activist activity and leadership changes. The railroad is focused on attracting volume onto its network by providing a more consistent service centered around safety. In this Talking Transports podcast, Ed Elkins, Norfolk Southern’s chief marketing officer, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about how the company is making

en-US

40:31

ITS Logistics Growing Despite Freight Cycle

Talking Transports ·

2024/11/05

A hybrid approach might be a winning strategy for logistics providers in the current challenging freight backdrop. In this Talking Transports podcast, Scott Pruneau, ITS Logistics’ CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about how the company’s hybrid approach has helped it organically gain market share. While the company leans into technology, it never loses sight of how relationships are key to expanding a freight-brokerage

en-US

38:05

Trucking Is in Cheema Freightlines’ Blood

Talking Transports ·

2024/10/29

The recovery of the truckload market may be around the corner, but the pace will likely be slow and steady in the months ahead as slack capacity gradually exits. This should help drive a better freight-rate environment next year. In this Talking Transports podcast, Harman Cheema, Cheema Freightlines’ CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share insights about the state of trucking market from his perspective as a midsize carrier operating in

en-US

46:29

FreightVana Trailers, Agility Set It Apart

Talking Transports ·

2024/10/22

FreightVana’s trailers and technological approach differentiate it from other emerging freight brokers, providing shippers with more flexibility and carriers with access to previously out-of-reach markets. The company seeks to increase its fleet of trailing equipment to 10,000 from 700 in the long term. In this Talking Transports episode, Shannon Breen, co-CEO and founder of FreightVana, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to share his insight

en-US

40:47

Arrive’s CEO on Building a Better Broker

Talking Transports ·

2024/10/15

The brokerage industry continues to leverage technology to improve processes, productivity and profitability. It will also help drive costs per load down, which can help brokers win share on price without sacrificing margins, and that could help consolidate the top end of the market. In this Talking Transports podcast, Matt Pyatt, CEO and founder of Arrive Logistics, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights into how technology

en-US

31:24

Wells’ Wetherbee on Growth Amid Uncertainty

Talking Transports ·

2024/10/08

Lackluster trucking conditions and a slow recovery in spot truckload rates may limit carriers’ ability to deliver upside surprises when reporting 3Q earnings, and could put 4Q expectations at risk, according to Chris Wetherbee, Wells Fargo managing director and lead analyst on airfreight, surface and marine transportation. In this episode of Bloomberg Intelligence’s Talking Transports podcast, Wetherbee joins Lee Klaskow, BI senior transportation and logistics analyst, to discuss what investors

en-US

44:39

Estes Preparing for the Upside in LTL Demand

Talking Transports ·

2024/10/01

Operating a privately held debt-free less-than-truckload (LTL) operator provides Estes Express Lines the flexibility to make growth investments and keep its commitments to customers and employees through the freight cycle, Webb Estes, president and chief operating officer, tells Bloomberg Intelligence. This approach has allowed the company to opportunistically acquire facilities and equipment against a challenging freight environment as well as keeping workers’ morale high, he says. In this Talking

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39:41

FTR on Freight Markets Emerging From Malaise

Talking Transports ·

2024/09/24

Trucking and railroad demand appears hard pressed to come out of its malaise anytime soon. Trucking markets have been slowly improving, while pockets of weakness are mitigating some stronger end-markets. This backdrop may drive low-single digit volume growth for these freight modes next year. In this Talking Transports podcast, Jonathan Starks, FTR’s chief executive officer and chief intelligence officer joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to

en-US

38:21

DAT Says Trucking Balancing After the Blahs

Talking Transports ·

2024/09/17

The current trucking market appears to have the trappings of a more normal cycle, similar to the one in 2013-2017. This would mean that spot rates should continue to slowly move higher from here and could fuel contract rates to inflect positively for most of next year. In this Talking Transports podcast, Ken Adamo, vice president of strategy and business development and chief of analytics at DAT Freight & Analytics, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics

en-US

43:38

LNG Tanker Market Changing With the Times

Talking Transports ·

2024/09/10

Dislocations created by Russia’s invasion of Ukraine, low water levels in the Panama Canal and the crisis in the Red Sea have increased the demand for LNG tankers and has been a boost for time-charter rates and earnings for ship owners. Earning power will remain strong, even as they normalize lower from 2021’s peaks as rates remain well above breakeven levels for LNG tanker fleets. In this Talking Transports podcast, Oystein Kalleklev, CEO of Flex LNG and Avance Gas joins Lee Klaskow, Bloomberg

en-US

34:46

Truck Dealers Biding Time Until the Pre-Buy

Talking Transports ·

2024/09/03

The next catalyst for truck dealers might be a rush to order vehicles late next year ahead of the US EPA’s 2027 emissions rules, which could increase the costs of trucks by about $30,000 over traditional diesel engines. Buyers are already facing higher costs from inflationary pressure that pushed up prices for new over-the-road trucks by 20-25% over pre-pandemic levels. In this Talking Transports podcast, Brian Fyda, vice president of Fyda Freightliner, joins Lee Klaskow, Bloomberg Intelligence

en-US

46:52

Freight Recession Hasn’t Slowed XPO Down

Talking Transports ·

2024/08/27

Less-than-truckload carriers are facing a challenging freight backdrop and more difficult comparisons as the industry anniversary of the bankruptcy of a major competitor approaches. In this Talking Transports podcast, Mario Harik, XPO’s chief executive officer joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to share how the company is buffering these difficulties with a number of self-help initiatives called its LTL 2.0 strategy. This is yielding a more

en-US

47:40

Ruan Sees Excess Capacity Clearing Next Year

Talking Transports ·

2024/08/21

In this Talking Transports podcast, Ben McLean, Ruan Transportation Management Systems’ CEO, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to talk about the state of the dedicated trucking market and what the future has in store. Dedicated trucking services offer shippers capacity free of the risks and expenses of owning and managing a fleet, letting them focus on their core businesses. For carriers this provides less earnings volatility than is associated

en-US

45:52

FreightWaves CEO on Trucking Market’s Future

Talking Transports ·

2024/08/13

Freight brokers’ increased penetration of the trucking market and a surge in small-business loans during the pandemic have contributed to the stubbornly slow pace of capacity exiting the market and are keeping spot rates from moving meaningfully higher. Truckload margins have been under pressure from rising costs and depressed rates. In this Talking Transports podcast, Craig Fuller, FreightWaves founder and chief executive officer, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation

en-US

41:18

DHL eCommerce CEO on Outpacing Global Growth

Talking Transports ·

2024/08/06

Increased penetration of online retail sales and global economic growth set up a strong backdrop for long-term volume growth for DHL’s eCommerce division, which provides domestic parcel-delivery services. In this episode of Bloomberg Intelligence’s Talking Transports podcast, Pablo Ciano, DHL Group’s board member and the eCommerce’s division CEO, joins Lee Klaskow, BI senior transportation and logistics analyst, to talk about how his organization will outpace global growth by 100-200 bps and its

en-US

42:28

SFL Gets Past Shipping’s Greed and Paranoia

Talking Transports ·

2024/07/30

The global shipping industry has a long history of boom-and-bust cycles, which make SFL stand out for its ability to pay dividends every quarter for the past 20 years, says CEO Ole Hjertaker. In this Talking Transports podcast Hjertaker joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his outlook for shipping subsectors including containers, tankers, dry bulk and car carriers as well as for jack-up drilling rigs. SFL’s model of owning maritime assets

en-US

42:35

Hutto on the State of the Truckload Market

Talking Transports ·

2024/07/23

Spot trucking prices are finding a new equilibrium following the unprecedented strong conditions created during the pandemic. The spot market is critical because it provides a window into the health of the economy and is a leading indicator for the contract market, where so many large public carriers predominately operate. In this Talking Transports podcast, Brent Hutto, Truckstop’s chief relationship officer, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to

en-US

39:28

Regulations Making Truck Dealers Cautious

Talking Transports ·

2024/07/16

The trucking industry is facing a barrage of regulations aimed at reducing greenhouse gases and nitrogen oxides. Trucks that can meet the EPA’s 2027 emission rules could come with a price tag of up to $30,000 more than traditional diesel engines. The presidential election may dictate the timing and approach to how the trucking industry will become greener. In this Talking Transports podcast, Laura Perrotta, president of the American Truck Dealers, joins Lee Klaskow, Bloomberg Intelligence senior

en-US

39:04

Nacora’s Schmidt on Insuring Trade’s Future

Talking Transports ·

2024/07/09

Freight insurance has become more important for shippers given increased geopolitical, environmental, economic and emerging risks facing supply chains. In this Talking Transports podcast, Shannon Schmidt, Nacora International Insurance Brokers’ president of North America, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share her insights on an often overlooked part of international trade. The global marine cargo insurance market is expected to grow at a

en-US

118 results

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