Talking Transports
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.Social links:
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Greenbrier Navigates Rail Cyclicality
Railroad freight remains a critical but often overlooked backbone of the economy, even as uncertainty clouds capital investment decisions. Railcar orders have moderated amid tariff concerns and cautious shipper spending, yet Greenbrier’s backlog remains strong, underscoring resilient underlying dem…
33:12
Manifest Highlights Supply-Chain Tech Payoff
Supply chain technology adoption is shifting from pilots to measurable gains in productivity and margins. In this episode of the Talking Transports podcast, Bloomberg Intelligence’s Lee Klaskow shares conversations from the floor of Manifest conference in Las Vegas, where innovation — not freight v…
35:36
AI’s Demand for Power is Good for Transports
AI’s growing appetite for power is quietly reshaping freight demand, creating new opportunities for transportation providers serving the oil and gas industry and its supporting infrastructure. In this Talking Transports podcast, Pinch Transport President Thomas Massalone joins Bloomberg Intelligenc…
37:35
USA Truck on the Industry’s Road to Recovery
Market participants and investors appear optimistic that federal initiatives can drive out slack trucking capacity and ignite a prolonged rate recovery. The Bloomberg Intelligence truckload peer group is up 18% year to date vs. a 1% gain for the broader index. In this episode of Talking Transports,…
44:06
Knight-Swift CEO on LTL, Cycles and Scale
Knight-Swift’s CEO Adam Miller joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst for a fireside chat at SMC3’s JumpStart 2026 Conference in Atlanta on this episode of Talking Transports podcast. Miller explains why the company is better positioned following the n…
44:35
Law, Liability and Freight’s Biggest Risks
Rising “nuclear verdicts,” broker liability and landmark court cases are reshaping the economics of trucking and logistics. In this Talking Transports podcast, Matthew Leffler, managing member of Armchair Attorney, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analys…
42:08
What’s on the Horizon for Containerliners?
Geopolitical developments from the US, increased protectionist policies, Red Sea risks and regional wars have created a climate of unprecedented uncertainty for the global containerliner industry. In this Talking Transports podcast, Joe Kramek, the president and CEO of the World Shipping Council jo…
39:04
AI, Speed and the Future of Supply Chains
Technology investment is no longer a luxury for supply chains, as it has become essential just to survive, let alone thrive. In this Talking Transports podcast, project44 founder and CEO Jett McCandless joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discus…
39:39
What Freight Markets Can Expect in 2026
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 Amer…
28:13
Finding Out What’s Going On With Shipping
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 Intel…
46:08