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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

39:01

Hafnia’s Skov on Product Tankers’ Prosperity

Talking Transports ·

2024/07/02

Product tankers are currently at the beginning of a multiyear rate cycle as a result of a lack of new vessels coming on line and an outlook for demand growth. Pricing has gotten a boost from longer ton-miles created by the crisis in the Red Sea and Russia’s war in Ukraine. In this Talking Transports podcast, Mikael Skov, Hafnia’s co-founder and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights on product tanker markets. Skov also talks

en-US

42:07

Prepare for 2Q Earnings With ISI’s Chappell

Talking Transports ·

2024/06/25

Second-quarter earnings reports could show that the worst is behind freight transportation and logistics companies that may see muted progress heading into 2H. In this episode of Bloomberg Intelligence’s Talking Transports podcast, Evercore ISI’s senior managing director and surface and marine transportation equity analyst Jon Chappell joins Lee Klaskow, BI senior transportation and logistics analyst, to share his thoughts on what investors could expect from quarterly reports and for the rest of the

en-US

44:54

Ryder’s Sanchez on Delivering Higher Returns

Talking Transports ·

2024/06/18

Ryder System has its sights on a new long-term return-on-equity target in the low-20% range, up from its previously obtained goal in the high teens. Improved returns will be driven by high-single-digit revenue growth coupled with productivity gains. Ryder has plenty of runway for organic growth, given the outsourcing opportunities in the markets it serves. In this Talking Transports podcast, Robert Sanchez, Ryder System’s chairman and CEO, joins Lee Klaskow, Bloomberg Intelligence senior

en-US

39:42

Ohio State’s Esper on Logistics’ Allure

Talking Transports ·

2024/06/11

The supply-chain dislocations created by the pandemic thrusted logistics into everyday news and conversations. This increased visibility has attracted more students to supply-chain and logistics programs at universities across the country. In this Talking Transports podcast, Terry Esper, Ph.D. and full professor at the The Ohio State University’s Fisher College of Business, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation & logistics analyst, to discuss the trends facing the

en-US

42:26

Rourke on What’s Down the Road for Schneider

Talking Transports ·

2024/06/04

Schneider National appears well positioned once the current trough in the freight cycle gives way to growth. There’s a lot of uncertainty over timing for when rates will inflect positively, but there are some encouraging signs. In this Talking Transports podcast, Mark Rourke, Schneider National’s president and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights into the truckload, intermodal and brokerage markets. Rourke also talks about

en-US

42:18

Flexport’s Petersen on Redefining Forwarding

Talking Transports ·

2024/05/28

Visibility and flexibility are becoming increasingly important for supply chains for both shippers and capacity providers. The growth in machine learning and artificial intelligence is helping to optimize shipments and rates as well as take out costs and increase productivity at freight forwarders. In this episode of Bloomberg Intelligence’s Talking Transports podcast, Ryan Petersen, Flexport’s CEO, joins Lee Klaskow, BI’s senior transportation & logistics analyst, to discuss the company

en-US

35:44

Seaways’ Zabrocky on Tanker-Market Prospects

Talking Transports ·

2024/05/21

Crude and product tanker operators look well positioned given the positive rate backdrop created by increased consumption and low orderbook, dislocations from Russia’s war in Ukraine and the crisis in the Red Sea, which have soaked up additional capacity from longer voyages. In this Talking Transports podcast, Lois Zabrocky, International Seaways president and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share her insights into the tanker markets

en-US

35:00

Candor’s Glenn Focused on Expediting Freight

Talking Transports ·

2024/05/14

Shippers with time-sensitive, perishable or high-value freight look to expedited transportation markets to ensure on-time delivery of critical shipments. In this Talking Transports podcast, Nicole Glenn, Candor Expedite’s founder and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share her insights into this growing and often overlooked part of the freight market. She also talks about the growth in recurring business and Candor’s new food-chain

en-US

40:28

A Peek Past 1Q With Morgan Stanley’s Shanker

Talking Transports ·

2024/05/08

The first quarter may have marked the bottom for freight markets, even as the outlook remains mixed with a high degree of uncertainty. In this Talking Transports podcast, Ravi Shanker, Morgan Stanley’s managing director and lead analyst for North American freight transportation and airlines, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his takeaways from 1Q earnings and his longer-term outlook. Shanker expects the truckload market cycle will turn on

en-US

31:02

Handy Conversation With Cetus’ Lennox-King

Talking Transports ·

2024/04/30

New and pending shipping regulations are increasing the complexity and costs to operate in the dry-bulk market, resulting in higher barriers to entry. This could drive market consolidation as carriers look to build scale. In this Talking Transports podcast, Cetus Maritime Chief Operating Officer Olivia Lennox-King joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to talk about the state of the dry-bulk and handysize markets. Increased ton-miles from market

en-US

45:39

ATA’s Costello on Where Trucking Is Heading

Talking Transports ·

2024/04/23

A more competitive bid season, an irrational spot market and severe January weather took a toll on truckers this year. More capacity will need to exit the market before freight rates and earnings can inflect positively for truckload carriers. In this Talking Transports podcast, American Trucking Associations’ (ATA) Chief Economist and Senior Vice President Bob Costello joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to talk about the state of the truckload and

en-US

36:47

Assessing Supply Chain Risk With Ian Bremmer

Talking Transports ·

2024/04/16

Assessing and mitigating geopolitical risks is becoming more important for supply chains. In this Talking Transports podcast, Eurasia Group’s president and founder Ian Bremmer joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to share his perspective on the threat of an escalating conflict between Israel and Iran as well as hot spots around the world that have an impact on global trade. Increased tensions between China and its neighbors in the South China Sea

en-US

44:38

Barclays’ Oglenski on Earnings, Rail Margins

Talking Transports ·

2024/04/09

There’s plenty to unpack this year from road, rail, ocean and air freight markets as the 1Q earnings season kicks off with J.B. Hunt on April 16. In this Talking Transports podcast, Barclays’ director of airline and transportation research Brandon Oglenski joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to share his thoughts about the quarter and his longer-term outlook. With changes underway at Union Pacific, Norfolk Southern and Canadian Pacific Kansas

en-US

35:57

DHT’s Tide Rises With Oil Tanker Rate Cycle

Talking Transports ·

2024/04/02

Supply chain dislocations, low orderbook and low-single-digit demand growth for oil bodes well for crude tanker rates over the coming years. In this Talking Transports podcast, DHT Holdings President and CEO Svein Moxnes Harfjeld joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss the outlook for the very large crude carrier (VLCC) tanker market. The changes in freight flows from Russia’s war with Ukraine has had a bigger impact on rates then the

en-US

44:12

SanMar Benefits by Being a Shipper of Choice

Talking Transports ·

2024/03/26

Better service and reduced rate volatility are just some of the benefits to becoming a shipper of choice. In this Talking Transports podcast, John Janson SanMar’s Vice President of global logistics, joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss how relationships with trucking, intermodal, parcel and ocean partners are critical for managing his supply chain. SanMar has moved some imports away from the East Coast to avoid potential disruption due

en-US

43:22

DHL Forwarding Making Hardier Supply Chains

Talking Transports ·

2024/03/19

Shippers are increasingly looking for freight forwarders to drive more-resilient networks, which are under strain from risks in the Red Sea, low water levels in the Panama Canal, port labor negotiations and a trend toward derisking supply chains. In this Talking Transports podcast, DHL Forwarding’s CEO of the Americas Tim Robertson joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how DHL is positioning in a rapidly changing environment. A focus on

en-US

37:20

Tucker Built to Ride Out Freight-Broker Lows

Talking Transports ·

2024/03/12

A focus on value-added verticals, like life sciences and over-dimensional markets, has helped mitigate the weak freight backdrop for some North American freight brokers. In this Talking Transports podcast, Tucker Company Worldwide CEO Jeff Tucker joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss the broker’s more resilient business model and how the company may be positioned for growth when the freight cycle turns. Trucking conditions could improve as

en-US

41:27

Old Dominion Delivering Through the Cycle

Talking Transports ·

2024/03/05

The exit of Yellow Corp. from the less-than-truckload (LTL) market last summer helped mitigate weak freight demand and provided a tailwind for pricing. In this Talking Transports podcast, Old Dominion Freight Line’s CFO Adam Satterfield joins Lee Klaskow, Bloomberg Intelligence senior freight transportation & logistics analyst, to discuss the outlook for LTL markets and how the company is positioned to take on more freight demand when it starts to inflect upward. The company’s industry-leading

en-US

33:28

Unpacking From Miami With Citi’s Wetherbee

Talking Transports ·

2024/02/29

Transport management teams appear cautiously optimistic that freight demand will bounce off the current state of malaise. In this Talking Transports podcast, Citi Research Managing Director and lead equity analyst of air freight, surface and marine transportation Christian Wetherbee joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss his takeaways from Citi’s industrial conference in Miami last week. J.B. Hunt’s management noted increased competition

en-US

31:18

Project44 Aims to Simplify Supply Chains

Talking Transports ·

2024/02/27

The crisis in the Red Sea, low water levels in the Panama Canal and other supply-chain dislocations have increased the importance of enabling shippers to know where their freight is. That helps ensure customers’ needs are met and production shutdowns avoided. In this Talking Transports podcast, Project44’s founder and CEO Jett McCandless joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss the importance of supply-chain visibility and how the company is

en-US

118 results

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