Share gains following Yellow's shutdown will be a huge tailwind for less-than-truckload (LTL) carriers in the near term and should help keep pricing structurally disciplined over the longer range, according to Christian Wetherbee, Citi Research managing director and lead analyst on air freight, surface and marine transportation. In this Talking Transports podcast episode, Wetherbee joins Bloomberg Intelligence Senior Analyst Lee Klaskow for an in-depth conversation about which subsectors and companies Wetherbee sees as currently well positioned, including a discussion of FedEx, XPO, Union Pacific and JB Hunt.

This episode was originally released on Oct. 17, 2023.

Share gains following Yellow's shutdown will be a huge tailwind for less-than-truckload (LTL) carriers in the near term and should help keep pricing structurally disciplined over the longer range, according to Christian Wetherbee, Citi Research managing director and lead analyst on air freight, surface and marine transportation. In this Talking Transports podcast episode, Wetherbee joins Bloomberg Intelligence Senior Analyst Lee Klaskow for an in-depth conversation about which subsectors and companies Wetherbee sees as currently well positioned, including a discussion of FedEx, XPO, Union Pacific and JB Hunt.
This episode was originally released on Oct. 17, 2023.

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.

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.

Talking Transports

Citi’s Wetherbee's Shares Freight Insights

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/40d858f7-4982-4db9-bdae-b0c201481dfc/transcript

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 fleet and the challenges facing the IMO’s ambitious decarbonization goals. He also examines US shipbuilding ambitions, Jones Act reform and the critical role of the Merchant Marine in national security. Mercogliano shares insights from his seafaring career, his academic work and his popular YouTube channel, offering a wide-angle perspective on the future of maritime trade.

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 fleet and the challenges facing the IMO&rsquo;s ambitious decarbonization goals. He also examines US shipbuilding ambitions, Jones Act reform and the critical role of the Merchant Marine in national security. Mercogliano shares insights from his seafaring career, his academic work and his popular YouTube channel, offering a wide-angle perspective on the future of maritime trade.

Finding Out What’s Going On With Shipping

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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 freight industry. Abbott outlines how Augie, Augment’s AI teammate, automates end-to-end brokerage workflows — from order to cash — while improving service levels and reducing costs. He also reflects on the challenges of scaling AI talent, the importance of change management, and how his early career at Amazon sparked his passion for fixing logistics’ inefficiencies.

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 freight industry. Abbott outlines how Augie, Augment&rsquo;s AI teammate, automates end-to-end brokerage workflows &mdash; from order to cash &mdash; while improving service levels and reducing costs. He also reflects on the challenges of scaling AI talent, the importance of change management, and how his early career at Amazon sparked his passion for fixing logistics&rsquo; inefficiencies.

How Augment’s AI Engine Helps Supply Chains

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6acef2d5-8be5-4885-9695-b3ad00aca596/transcript

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 national security through a resilient supply chain. He also reflects on restarting the cruise industry during Covid-19, his work combating sanctions evasion and his new role advising clients on trade, energy and infrastructure. Sola talks about how his time in the US Army put him on the path toward a career in transportation, which has included selling luxury yachts, and his time in public service.

The Trump administration&rsquo;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 national security through a resilient supply chain. He also reflects on restarting the cruise industry during Covid-19, his work combating sanctions evasion and his new role advising clients on trade, energy and infrastructure. Sola talks about how his time in the US Army put him on the path toward a career in transportation, which has included selling luxury yachts, and his time in public service.

Maritime Perspectives From Former FMC Chair

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/25729ccc-0afa-468a-805d-b3a700d86fd9/transcript

Citi’s Wetherbee's Shares Freight Insights

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