Talking Transports
Talking Transports
Playlist by Talking TransportsTalking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. …Follow the podcast:
33 clip(s) in playlist
Flexport’s Petersen on Redefining Forwarding
Visibility and flexibility are becoming increasingly important for supply chains for both shippers and capacity providers. The growth in machine learning and artificial intelligence is helping to optimize shipments and rates as well as take out costs and increase productivity at freight forwarders.…
42:17
Seaways’ Zabrocky on Tanker-Market Prospects
Crude and product tanker operators look well positioned given the positive rate backdrop created by increased consumption and low orderbook, dislocations from Russia’s war in Ukraine and the crisis in the Red Sea, which have soaked up additional capacity from longer voyages. In this Talking Transpo…
35:43
Candor’s Glenn Focused on Expediting Freight
Shippers with time-sensitive, perishable or high-value freight look to expedited transportation markets to ensure on-time delivery of critical shipments. In this Talking Transports podcast, Nicole Glenn, Candor Expedite’s founder and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportat…
35:00
A Peek Past 1Q With Morgan Stanley’s Shanker
The first quarter may have marked the bottom for freight markets, even as the outlook remains mixed with a high degree of uncertainty. In this Talking Transports podcast, Ravi Shanker, Morgan Stanley’s managing director and lead analyst for North American freight transportation and airlines, joins …
40:27
Handy Conversation With Cetus’ Lennox-King
New and pending shipping regulations are increasing the complexity and costs to operate in the dry-bulk market, resulting in higher barriers to entry. This could drive market consolidation as carriers look to build scale. In this Talking Transports podcast, Cetus Maritime Chief Operating Officer Ol…
31:02
ATA’s Costello on Where Trucking Is Heading
A more competitive bid season, an irrational spot market and severe January weather took a toll on truckers this year. More capacity will need to exit the market before freight rates and earnings can inflect positively for truckload carriers. In this Talking Transports podcast, American Trucking As…
45:39
Assessing Supply Chain Risk With Ian Bremmer
Assessing and mitigating geopolitical risks is becoming more important for supply chains. In this Talking Transports podcast, Eurasia Group’s president and founder Ian Bremmer joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to share his perspective on the th…
36:46
Barclays’ Oglenski on Earnings, Rail Margins
There’s plenty to unpack this year from road, rail, ocean and air freight markets as the 1Q earnings season kicks off with J.B. Hunt on April 16. In this Talking Transports podcast, Barclays’ director of airline and transportation research Brandon Oglenski joins Lee Klaskow, Bloomberg Intelligence …
44:37
DHT’s Tide Rises With Oil Tanker Rate Cycle
Supply chain dislocations, low orderbook and low-single-digit demand growth for oil bodes well for crude tanker rates over the coming years. In this Talking Transports podcast, DHT Holdings President and CEO Svein Moxnes Harfjeld joins Lee Klaskow, Bloomberg Intelligence senior transportation & log…
35:57
SanMar Benefits by Being a Shipper of Choice
Better service and reduced rate volatility are just some of the benefits to becoming a shipper of choice. In this Talking Transports podcast, John Janson SanMar’s Vice President of global logistics, joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss how…
44:12