Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future ...
Technology will be a driving force in shaping the transportation and logistics industry for years to come given the productivity improvements afforded by artificial intelligence and machine learning. It may also spur a new era of consolidation within the freight brokerage industry, as those companies without the scale and capital will find it increasingly difficult to compete. In this Talking Transports podcast, Ken Beyer, CEO of Transportation Insights (TI) and Nolan Transportation Group (NTG), joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about where the freight markets are heading and how the company has leveraged technology to increase productivity by three-fold. Beyer also discusses where he sees trucking in 2025 and the importance of building a people-first organization. Find this and other Bloomberg Intelligence podcasts at BI PODCASTS <GO>.See omnystudio.com/listener for privacy information.
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39:25
Shanker on Transportation’s Better Prospects
Fourth-quarter earnings could provide some signs that 2025 will be a brighter year for freight-transportation companies. In this Talking Transports podcast, Ravi Shanker, Morgan Stanley’s managing director and lead North American freight transportation and airlines analyst, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about what could be in store this earnings season and how freight demand could shape up in 2025. Restocking inventories ahead of any potential tariffs might be a tailwind for 1H demand and then become a challenge into next year if inventories remain elevated. Shanker also discusses where he sees the freight cycle, “premiumization” of the airline industry, Canadian vs. US railroads and what he loves most about being a research analyst on Wall Street.See omnystudio.com/listener for privacy information.
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36:28
What’s Down the Road for Trucking, Rail
The freight market outlook is set to improve next year following two challenging years for surface-transportation providers. In this Talking Transports podcast, Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, shares his 2025 outlook for the truckload, less-than-truckload (LTL) and railroads industries. Mid-single digit contractual rate growth, low-single-digit volume gains and improving utilization rates, could fuel a 67% jump in EPS for BI’s truckload peer group. LTL earnings growth may rebound as well, on the heels of continued pricing power and improved demand. Volume, revenue and earnings growth are poised to accelerate for North American railroads in 2025. Despite the more optimistic outlook, risks abound, especially from the incoming Trump administration’s tariff and immigration threats. See omnystudio.com/listener for privacy information.
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27:31
Jamroz on Putting Roadrunner on the Right Path
Refocusing Roadrunner into an asset-light less-than-truckload (LTL) provider over the past four years may have been key to turning the company around. In this Talking Transports podcast, Chris Jamroz, Roadrunner’s executive chairman and chief executive officer, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about the strategic steps the company took to bring it back from the brink. A focus on expedited LTL movements in the largest freight markets has helped it improved operations, which has elevated service and could drive share gains. Jamroz also discusses how autonomous trucks may be a perfect fit for Roadrunner, looking at M&A for growth, technology as a tool and his dream to return to kite surfingSee omnystudio.com/listener for privacy information.
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44:29
Selva on Creating Resilient Networks With AI
The ability to optimize logistics networks that can react to weather or human disruptions can be the differentiator between success and failure for many organizations. In this Talking Transports podcast, retired General Paul Selva, DEFCON AI’s co-founder and chief strategy officer, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about how technology and artificial intelligence are creating more resilient supply chains. The retired vice chairman of the Joint Chiefs of Staff also provided his insights into the challenges and complexities facing the military in moving people, equipment and supplies around the world. Selva discusses some of his experiences leading the US Transportation Command and how his retirement from the military lead to a 3,000 mile long stroll.See omnystudio.com/listener for privacy information.
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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