



Brazil’s Freight, Dry-Bulk Markets Tighten
Rising agricultural output is straining Brazil’s domestic freight and dry bulk shipping markets, pushing inland trucking rates higher and lifting ocean transport costs. In this Talking Transports podcast, Bloomberg Intelligence’s Lee Klaskow speaks with goFlux CEO Rodrigo Gonçalves and Alphamar Shi…

Freight Caviar Moves Beyond Broker Memes
Freight brokerage remains under pressure, but structural changes may be tightening capacity. In this episode of the Talking Transports podcast, Freight Caviar founder and CEO Paul Jaroslawski joins Bloomberg Intelligence’s Lee Klaskow to discuss how regulatory enforcement around non-domiciled comme…

Jarrett CEO Sees Edge in Family Ownership
Private ownership can be a strategic advantage in a volatile freight market. In this Talking Transports podcast, Jarrett’s founder and CEO Mike Jarrett tells Bloomberg Intelligence’s Lee Klaskow that remaining family-owned and debt-free allows the company to focus on culture, long-term customer par…

BNSF Sees Intermodal Upside Amid Uncertainty
Rail-freight demand is subdued but stable as economic uncertainty and shifting global trade patterns cloud near-term volume expectations. In this Talking Transports podcast, BNSF Chief Marketing Officer Tom Williams joins Bloomberg Intelligence’s Lee Klaskow to discuss the railroad’s demand outlook…

STG Restructures for Long-Term Intermodal Strength
Intermodal freight remains a vital but cyclical component of US supply chains, even as prolonged softness in trucking and rail markets pressures margins and balance sheets. In this Talking Transports podcast, STG Logistics CEO Geoff Anderman joins Bloomberg Intelligence’s Lee Klaskow to discuss the…

Technology Key to ArcBest’s Transformation
Freight demand remains uneven, but ArcBest is betting on integration and technology to drive long-term growth. In this Talking Transports podcast, ArcBest CEO Seth Runser joins Bloomberg Intelligence’s Lee Klaskow to discuss the company’s evolution from a traditional less-than-truckload into a mult…

Iran Conflict and the Freight-Market Fallout
Escalating US–Israeli strikes on Iran have injected fresh volatility into global energy and shipping markets, pushing Brent crude toward $80 a barrel and sending very large crude carrier spot rates sharply higher. About 20% of global oil and 25% of LNG flows transit the Strait of Hormuz, making the…

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…

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…

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…