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Talking Transports

Bloomberg

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.

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26 episodes
weekly
Avg 41 min
English

Episodes 26

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Tuesday · 41 min
BNSF Sees an Era of Intermodal Growth
Tighter truck capacity and higher diesel prices could accelerate intermodal’s highway share gains. In this Talking Transports podcast, BNSF Group Vice President of Intermodal and Automotive Jon Gabriel joins Bloomberg Intelligence’s Lee Klaskow to discuss why rail’s 10-12% share of long-haul freight can move considerably higher. BNSF has seen more inbound customer calls in the past six months as trucking conditions tighten, and Gabriel believes this could evolve from an intermodal “moment” into an “era.” He also discusses BNSF’s technology investments, J.B. Hunt partnership, rail consolidation, Barstow International Gateway and automotive business, where demand remains resilient and tariffs have caused only limited changes to established supply chains. See omnystudio.com/listener for privacy information.
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September 15 · 37 min
Amazon Opens Logistics Network to Everyone
Amazon.com is turning the logistics network it built for itself into an end-to-end supply-chain platform for other companies. In this Talking Transports podcast, Amazon Supply Chain Services Head Peter Larsen joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how ASCS is expanding across ocean and air freight, trucking, intermodal, fulfillment and parcel. Larsen says parcel is “cooking with gas,” while international markets offer significant growth potential. He explains how Amazon’s scale, more than 1 million robots and AI-powered inventory placement can give customers greater visibility and resilience. They also discuss rising trucking costs, Amazon’s shift toward more intermodal, its mix of owned and third-party capacity and why supply chains should be viewed as a growth driver rather than just a cost center. See omnystudio.com/listener for privacy information.
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September 8 · 37 min
Link Sees Warehouse Demand Building
Warehouse demand is strengthening as e-commerce, onshoring and data-center investment fuel the need for logistics space. In this episode of the Talking Transports podcast, Link Logistics CEO Luke Petherbridge joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss the outlook for industrial real estate. Link, which manages nearly 500 million square feet, has seen leasing activity rise about 30% this year as new supply remains below recent peaks. Petherbridge highlights growing demand in Texas and the Southeast, while e-commerce continues to drive inventory closer to consumers. They also discuss AI, nearshoring, warehouse rents, inventory strategies and how data-center construction is creating spillover demand for logistics facilities. See omnystudio.com/listener for privacy information.
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September 1 · 37 min
Supply Chains Struggle to Deliver Returns
Decades of technology investment haven’t necessarily made supply chains better. In this Talking Transports podcast, Supply Chain Insights founder and CEO Lora Cecere joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow to discuss why roughly 80% of industry sectors are performing worse than before the pandemic and why only 32 companies in her latest “Supply Chains to Admire” report outperformed peers over the past decade. Cecere explains how market-driven companies can outperform larger global competitors and why functional cost-cutting can hurt margins and inventory productivity. She also explores AI, transportation data, intermodal growth, scenario planning and why supply-chain talent may be one of the industry’s most underestimated challenges. See omnystudio.com/listener for privacy information.
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August 25 · 39 min
PortPro’s AI Agents Target Drayage Costs
Drayage capacity is tightening after years of weak profitability, potentially giving carriers greater pricing power as peak import season gets underway. In this Talking Transports podcast, PortPro Founder & CEO Mike Mecca joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how regulatory changes and driver availability are reshaping this kind of predominently container trucking that connects port/rail terminals to distribution centers. Mecca explains how PortPro’s transportation management systems and AI agents help carriers optimize dispatch, reduce empty miles, accelerate invoicing and prevent revenue leakage in a thin-margin business. He also discusses port congestion, terminal coordination, rail consolidation and why drayage’s short hauls could make it well suited for electric trucks. Mecca says 99% of code generated inside PortPro is now AI-generated. See omnystudio.com/listener for privacy information.
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August 18 · 42 min
PayCargo Speeds Supply Chains With AI Tools
Moving cargo efficiently depends on moving money just as quickly. In this episode of the Talking Transports podcast, PayCargo CEO and co-founder Eduardo Del Riego joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow to explore how digitizing freight payments is helping eliminate one of global logistics’ biggest hidden bottlenecks. Del Riego explains how PayCargo’s platform connects freight forwarders, ocean carriers, airlines, ports, customs brokers and shippers to accelerate cargo release while reducing payment errors and storage costs. He also discusses how AI is transforming invoice reconciliation, software development, container tracking and workflow automation, why cybersecurity has become a strategic priority, and why he believes the industry is experiencing its first normal peak shipping season since before the pandemic. See omnystudio.com/listener for privacy information.
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August 11 · 40 min
Schneider Says Freight Recovery Picking Up
The trucking market is in the early stages of a freight recovery, driven more by a structural reduction in capacity than stronger demand. In this Talking Transports podcast, Schneider National President and CEO Jim Filter joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss why regulatory enforcement, slowing driver availability and years of inflationary cost pressure are creating a more favorable pricing environment for carriers. Filter explains how Schneider is investing in drivers, technology and intermodal services while using AI to improve pricing, freight matching and operational efficiency. He also shares his leadership journey from maintenance team leader to CEO, discusses the company’s disciplined capital allocation strategy and outlines why he believes trucking fundamentals remain constructive despite macroeconomic uncertainty. See omnystudio.com/listener for privacy information.
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August 4 · 40 min
Apex Positions for the Freight Recovery
The trucking market is recovering, but surviving the freight recession required resilience, disciplined operations and an unwavering focus on customers. In this episode of the Talking Transports podcast, Apex Transit Solutions CEO and co-founder Marina Ivanov joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow to discuss building a trucking company from a single truck into a nearly 100-truck fleet and freight broker. Ivanov explains how Apex weathered one of the industry’s toughest downturns by prioritizing service, investing in safety and technology and strengthening relationships with drivers and shippers. She also discusses truck parking, regulatory enforcement, women in trucking, AI-driven fleet management and why improving drivers’ quality of life is essential to building a stronger, more sustainable trucking industry. See omnystudio.com/listener for privacy information.
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July 28 · 40 min
Samsara CEO on Bringing AI to Fleet Ops
Artificial intelligence is moving beyond chatbots and into the cab, helping trucking fleets improve safety, efficiency and asset utilization. In this special crossover episode of Talking Transports and Bloomberg Intelligence’s Tech Disruptors podcast, Samsara co-founder and CEO Sanjit Biswas joins BI senior transportation and logistics analyst Lee Klaskow and senior software analyst Niraj Patel to discuss how AI is transforming physical operations. Biswas explains how Samsara’s platform combines Internet-of-Things devices, AI-powered cameras, telematics and workflow software to help transportation companies optimize routing, automate maintenance, improve shipment visibility and reduce risk. He also discusses why proprietary operational data is becoming a key competitive advantage and how AI agents are evolving from analytics tools into real-time operational assistants across the logistics industry. See omnystudio.com/listener for privacy information.
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July 21 · 44 min
MPC Container Ships Bets on Feeder Fleets
While investors focus on the large containership order book, the feeder market tells a different story. In this Talking Transports podcast, MPC Container Ships Co-CEO & CFO Moritz Fuhrmann joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss why limited new-vessel supply, an aging feeder fleet, and growing intra-regional trade support a constructive long-term outlook. Fuhrmann explains how MPCC has transformed its fleet through modern, fuel-efficient vessels while securing multi-year charters that provide more than $2 billion of revenue visibility. He also discusses alternative fuels, capital allocation, geopolitical disruptions, and why feeder shipping could outperform the broader container market as global supply chains continue to evolve. See omnystudio.com/listener for privacy information.
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July 14 · 46 min
Private Equity Eyes Freight-Market Recovery
Transportation deal activity may be poised to rebound as freight markets stabilize after a prolonged downturn. Littlejohn & Co. Senior Operating Partner Farrukh Bezar joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow on this episode of the Talking Transports podcast to discuss how improving market conditions could reignite mergers and acquisitions across logistics. Drawing on his experience as former CSX chief strategy officer, Bezar explains why freight brokerage, forwarding, intermodal and AI-related logistics businesses are attracting investor interest, while emphasizing that exceptional management teams remain the foundation of successful investments. He also shares his outlook for the proposed Union Pacific–Norfolk Southern merger, North American rail growth opportunities and how AI infrastructure is creating new demand across transportation and supply chains. See omnystudio.com/listener for privacy information.
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July 7 · 37 min
DHL's Roadmap to Greener Global Logistics
Logistics companies face growing pressure to reduce emissions while keeping global supply chains moving. In this Talking Transports podcast, DHL Group Executive Vice President of Corporate Development Yin Zou joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how sustainability, clean operations and technology support DHL’s 2030 strategy. Zou explains why sustainable aviation fuel is key to decarbonization, with aviation generating about 70% of the company’s emissions. He also covers investments in fleet electrification, renewable energy, automation and AI. He also discusses customer adoption of GoGreen Plus, the economics of SAF, autonomous trucking pilots and why responsible logistics may become an industry standard. See omnystudio.com/listener for privacy information.
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June 30 · 41 min
Railroads Lean Into Technology and Growth
Freight railroads are using technology, service improvements and private investment to strengthen their competitive position in North American supply chains. In this Talking Transports podcast, Association of American Railroads President and CEO Ian Jefferies joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how AI, predictive maintenance and automated inspection technologies are helping railroads achieve record safety levels while improving network efficiency. Jefferies explains why intermodal traffic is benefiting from tighter trucking capacity and how railroads are gaining share through improved service and lower transportation costs. He also discusses cross-border trade, regulatory modernization, autonomous rail operations and why rail remains well positioned to support future growth in manufacturing, chemicals, automotive production and housing-related demand. See omnystudio.com/listener for privacy information.
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June 23 · 42 min
AIT on Freight Forwarding’s Next Phase
Global supply chains remain under pressure from geopolitical disruptions, tight airfreight capacity and shifting sourcing strategies. In this episode of the Talking Transports podcast, AIT Worldwide Logistics Chairman and CEO Vaughn Moore joins Bloomberg Intelligence’s Senior Transportation and Logistics Analyst Lee Klaskow to discuss how freight forwarders are helping customers navigate an increasingly complex environment. Moore explains why airfreight markets remain constrained by capacity rather than demand, with hyperscalers and data-center investment becoming major drivers of cargo volumes. He also discusses evolving ocean freight dynamics, growing demand for customs and trade compliance expertise, and why AI is emerging as a productivity enhancer rather than a replacement for freight forwarding professionals. The conversation covers how scale, technology and supply chain agility are becoming key competitive advantages in global logistics. See omnystudio.com/listener for privacy information.
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June 16 · 40 min
Autumn Transport’s Focus on Bulk Freight
Many trucking companies have endured a prolonged freight downturn, but specialized bulk carriers are experiencing a different cycle. In this episode of the Talking Transports podcast, Autumn Transport CEO Julie Andrich joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow to discuss how the company’s focus on food, feed, agricultural and industrial bulk freight has insulated it from much of the volatility affecting traditional truckload markets. Andrich explains how Autumn’s owner-operator model and long-term customer relationships have supported growth and pricing stability. She also discusses capacity tightening from regulatory enforcement, investments in AI and workflow automation, and why service, driver relationships and niche expertise remain key competitive advantages in an evolving freight market. See omnystudio.com/listener for privacy information.
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June 9 · 44 min
DHL on the Ever-Changing Forwarding Markets
Global supply chains have become more complex as companies prioritize resilience over efficiency and diversify sourcing beyond single-country strategies. In this episode of the Talking Transports podcast, DHL Global Forwarding CEO Oscar de Bok joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow to discuss how geopolitical disruptions, shifting trade flows and increasing regulatory complexity are reshaping global logistics. De Bok explains how supply chains have evolved from “just in time” to “just in case,” driving demand for greater flexibility, customs expertise and trade-compliance support. He also discusses tight airfreight capacity, evolving ocean-freight dynamics and DHL’s investments in AI and automation to improve pricing, customs processing and route optimization. The conversation highlights why supply-chain agility has become a critical competitive advantage in an increasingly unpredictable global economy. See omnystudio.com/listener for privacy information.
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June 2 · 42 min
White Arrow Sees Freight Market Shift
Freight markets are tightening after years of weak pricing, driven more by shrinking capacity and stricter enforcement than surging demand. In this Talking Transports podcast, White Arrow founder and CEO Chris Ceausu joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how regulatory scrutiny around electronic-logging-device compliance, safety and carrier oversight is reshaping trucking economics. Ceausu explains why he believes rates in key truckload lanes could rise significantly as routing guides fail and compliant capacity tightens. He also discusses White Arrow’s focus on temperature-controlled less-than-truckload and intermodal logistics, while outlining how proprietary technology, AI-driven workflow automation, and load-level profitability analysis are improving operational efficiency in an increasingly volatile freight market. See omnystudio.com/listener for privacy information.
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May 26 · 44 min
Triumph Sees Structural Freight Tightening
Freight markets are tightening in ways not seen since deregulation, driven more by shrinking capacity than surging demand. In this Talking Transports podcast, Triumph Financial Founder & CEO Aaron Graft joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow and Bloomberg Intelligence midcap bank analyst Eric Bedell to discuss how regulatory enforcement, rising insurance costs, and increased scrutiny of carrier compliance are reshaping trucking economics. Graft explains how Triumph’s payments network and factoring platform provide visibility into roughly 67% of brokered freight transactions, giving the company unique insight into freight flows, carrier health, and pricing trends. He also discusses fraud prevention, broker liability risks, and how embedded payments and freight intelligence are transforming trucking finance. See omnystudio.com/listener for privacy information.
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May 19 · 29 min
Glīd Targets First-Mile Freight Bottlenecks
Freight congestion and inefficient cargo handoffs remain major pain points across ports, rail yards and industrial corridors. In this Talking Transports podcast, Glīd Technologies founder and CEO Kevin Damoa joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how his military logistics experience inspired the company’s autonomous road-to-rail freight platform. Damoa explains how Glīd’s vehicles and AI orchestration software are designed to reduce cargo touches, lower dwell time and activate underused rail infrastructure. He also outlines the company’s dual-use strategy serving both commercial logistics and defense applications, while discussing autonomous deployment timelines and the broader opportunity to modernize first-mile freight movement. See omnystudio.com/listener for privacy information.
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May 12 · 38 min
Morgan Stanley on Transport Disruption Risks
Amazon.com’s expanding logistics ambitions are poised to disrupt multiple transportation segments, from parcel to brokerage and LTL. In this Talking Transports podcast, Morgan Stanley Managing Director Ravi Shanker joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how Amazon’s scale and asset-light approach could pressure incumbents across freight markets. Shanker outlines structural challenges in parcel, including the unsustainability of free shipping and rising competition, while highlighting a constructive outlook for trucking as tightening supply drives rate recovery. He also examines how AI — particularly physical AI, such as autonomous trucks — could reshape the industry, and why transportation may look fundamentally different over the next decade. See omnystudio.com/listener for privacy information.
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