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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

28:13

What Freight Markets Can Expect in 2026

Talking Transports ·

2026/01/06

Global freight markets face another challenging year from geopolitical tensions, uncertain trade policies and slack capacity. In this episode of the Talking Transports podcast, Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow shares how 2026 may play out for North American trucking, railroad and freight brokerage markets, as well as the global parcel and shipping sectors. An acceleration in the rate of capacity leaving the truckload market could ripple across

en-US

46:08

Finding Out What’s Going On With Shipping

Talking Transports ·

2025/12/16

Geopolitical tensions, a fractured regulatory landscape and shifting trade patterns are reshaping the maritime industry in ways not seen in decades. In this episode of the Talking Transports podcast, maritime historian and former merchant mariner, Sal Mercogliano, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to break down the forces redefining global shipping. Mercogliano discusses the risks surrounding the Red Sea and Suez Canal, the rise of the shadow

en-US

44:54

How Augment’s AI Engine Helps Supply Chains

Talking Transports ·

2025/12/09

The advent of artificial intelligence and machine learning has opened a new era of productivity gains for freight brokers, capacity owners and shippers. Supply chains are still in the early stages of adopting these tools, creating significant opportunities over the next several years. In this episode of the Talking Transports podcast, Augment CEO and co-founder Harish Abbott joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how AI is reshaping the

en-US

40:32

Maritime Perspectives From Former FMC Chair

Talking Transports ·

2025/12/02

The Trump administration’s policies could have profound effects on the marine shipping industry that go well beyond US shores. In this Talking Transports podcast, former US Federal Maritime Commission Chairman Louis Sola joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss the shifting landscape of US maritime policy. Sola shares insights on shipbuilding challenges, tariff impacts, chokepoint vulnerabilities and the importance of strengthening

en-US

42:35

McReynolds on Freight, Tech and Leadership

Talking Transports ·

2025/11/25

The North American freight market is soft, with excess capacity and uncertainty in manufacturing, retail and housing weighing on demand. In this episode of Talking Transports, ArcBest Chairman and CEO Judy McReynolds joins Bloomberg Intelligence’s senior transportation and logistics analyst, Lee Klaskow, to discuss how the company is navigating the prolonged freight recession. McReynolds shares how ArcBest is leveraging technology, AI and data to drive efficiency — from route

en-US

33:05

Marine Ports, Policy and Progress With AAPA

Talking Transports ·

2025/11/20

Marine cargo ports serve as the conduits connecting global and regional economies, and their ability to run efficiently can be felt near and far. In this Talking Transports podcast, American Association of Port Authorities’ (AAPA) Vice President of Government Relations John Bressler, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to unpack the policies shaping US seaports and what his trade organization is doing to push for more federal infrastructure

en-US

53:11

Reliance Partners on Insuring Freight Moves

Talking Transports ·

2025/11/18

Rising insurance costs have been a major headwind facing the trucking markets and things might not improve anytime soon. Insurance premiums could grow by double digits for another year in 2026 due to increased litigation and fraud, along with fewer companies writing trucking policies. In this Talking Transports podcast, Reliance Partners’ co-founder and CEO Andrew Ladebauche and Thom Albrecht, the company’s chief revenue officer, join Lee Klaskow, Bloomberg Intelligence senior

en-US

38:11

Spencer Tenney on Next Wave of Freight M&A

Talking Transports ·

2025/11/11

The transportation and logistics M&A market may be quiet, but there are still pockets of strength. In this episode of Talking Transports, Tenney Group CEO Spencer Tenney joins Bloomberg Intelligence’s senior analyst Lee Klaskow to discuss what kinds of deals are getting done and how technology is becoming a key differentiator for freight brokers. They also touch on valuations, seller motivations and why next year could bring market stabilization, smarter deals and fresh opportunities for

en-US

41:16

Getting More Women in the Truck-Driver Seat

Talking Transports ·

2025/11/04

More and more women are entering the trucking industry, but remain underrepresented. They account for only about 10% of truck drivers and 4% in technician roles. In this Talking Transports podcast, Jennifer Hedrick, president and CEO of the Women in Trucking Association (WIT), joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss what the organization is doing to attract more women into the trucking industry, from the driver’s seat to the C-suite

en-US

38:44

Xeneta Sees Challenges Ahead for Liner Rates

Talking Transports ·

2025/10/28

The outlook for the global container rates isn’t encouraging for fleet owners, with supply expected to outpace demand next year. The Trump administration’s protectionist policies are only complicating matters for the industry. In this Talking Transports podcast, Peter Sand, Xeneta’s chief analyst, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his outlook for the liner market. The backdrop will weigh heavily on rates in 2026, with

en-US

46:14

Getting Deeper Into Dry Bulk, Tanker Markets

Talking Transports ·

2025/10/21

Tanker and dry-bulk operators are positioned to weather freight-market volatility into next year. Supply-demand dynamics favor tankers, while dry bulk is having a better-than-expected 2H on higher thermal-coal demand. That was underscored at a Bloomberg Intelligence event in London, where BI senior analyst Lee Klaskow sat down with Scorpio Tankers President Robert Bugbee and Star Bulk President Hamish Norton for this Talking Transports episode. Geopolitical events pose significant headline risks for

en-US

29:49

Analysts Favor Dry Bulk, Tankers Over Liners

Talking Transports ·

2025/10/16

Geopolitical tensions are stoking investor interest in shipping stocks as supply-demand dynamics turn more favorable for tanker and dry-bulk operators heading into 2026. Global containerliners, however, face a tougher outlook, with freight rates struggling to find support amid capacity growth outpacing demand. In this bonus episode of the Talking Transports podcast BloombergIntelligence senior freight transportation and logistics analystLee Klaskowhosts a panel with Fredrik Dybwad of Fearnley

en-US

53:04

Getting Deeper Into Dry Bulk, Tanker Markets

Talking Transports ·

2025/10/14

Tanker and dry-bulk operators are positioned to weather freight-market volatility into next year. Supply-demand dynamics favor tankers, while dry bulk is having a better-than-expected 2H on higher thermal-coal demand. That was underscored at a Bloomberg Intelligence event in London, where BI senior analyst Lee Klaskow sat down with Scorpio Tankers President Robert Bugbee and Star Bulk President Hamish Norton for this Talking Transports episode. Geopolitical events pose significant headline risks for

en-US

41:06

DP World Gains Via Trade Zones, Near-Shoring

Talking Transports ·

2025/10/07

South American markets and their emerging economies are giving logistics companies growth opportunities through near-shoring, free-trade zones and rising bulk-export demand. In this Talking Transports podcast, Morten Johansen, DP World Americas’ executive vice president and chief operating officer, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how the company is positioned to benefit as an end-to-end logistics provider in the region. Many

en-US

18:18

What Liners Have in Store for Credit Markets

Talking Transports ·

2025/09/30

The global container shipping market faces three key themes heading into next year: the impact of tariffs on trade flows and demand, structural overcapacity and carriers’ financial resilience, with strong balance sheets buying time to manage near-term risks. In this Talking Transports podcast, Stephane Kovatchev, Bloomberg Intelligence senior cyclical-industrials credit analyst, moderates a panel with Moody’s Daniel Harlid and Fitch Ratings’ Raman Singla examining the outlook for

en-US

39:57

OpenTug on Modernizing the Barge Industry

Talking Transports ·

2025/09/23

The global barge industry, a roughly $140 billion market, is critical for moving bulk commodities that fuel economic growth. Freight includes petroleum and related products, coal and agricultural goods. In this Talking Transports podcast, Jason Aristides, OpenTug’s CEO and co-founder, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share how the company is bringing visibility and predictability to the fragmented industry through its AI-fueled platform

en-US

37:04

Speaking With the Strongest Man in Logistics

Talking Transports ·

2025/09/16

It takes more than just good relationships and customer service to be a successful freight brokerage in today’s technology-focused world. In this Talking Transports podcast, Robert Bain, director of partnerships and senior consultant at GLCS, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share what freight brokers will need to be successful in the ever-changing landscape. Bain shares his three principles to succeed in the industry: extreme ownership,

en-US

44:02

Arrive’s Pyatt’s Relentless Brokerage Focus

Talking Transports ·

2025/09/09

Some brokers are generating strong organic growth despite the tepid freight environment. Expansion can come from a strong service offering, lower costs to serve and shippers’ tendency to reduce the number of providers when trucking capacity is loose. In this episode of the Talking Transports podcast, Matt Pyatt, Arrive Logistics CEO and co-founder, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to explain how the company grew its truckload brokerage

en-US

46:13

Werner’s Leathers on Trucking’s Direction

Talking Transports ·

2025/09/02

The pace of the truckload-rate recovery could be driven by the Trump administration’s focus on the enforcement of English-language proficiency (ELP) requirements, its pause on trucker work visas and the strength of this year’s peak season. In this Talking Transports podcast, Derek Leathers, Werner Enterprises’ chairman and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share what could be around the corner for trucking. ELP

en-US

37:05

SMC³ on Making Better LTL Rate Decisions

Talking Transports ·

2025/08/26

The right pricing strategy can make or break margins on less-than-truckload shipments, especially amid weak demand. In this episode of Bloomberg Intelligence’s Talking Transports podcast, SMC³ President and CEO Andrew Slusher joins BI’s senior transportation and logistics analyst Lee Klaskow to explain how the company’s technology-driven tools help shippers, carriers and brokers make informed decisions on rates, costs, transit times and emissions. They discuss trends in the

en-US

118 results

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