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Talking Transports

Bloomberg
American Trucking Associations
Freight Transportation
Logistics
USMCA
Transportation Intermediaries Association
Sustainability
Railroads
Iran
Israel
Tariffs
Minor Bulk Trades
Dry Bulk Market
Shipping Industry
Russia-Ukraine War
Supply Chain
Flexport
Schneider National
Trucking Market
Freight Brokerage
Tucker Company Worldwide

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.

PublishesWeeklyEpisodes129Founded2 years ago
Number of ListenersCategories
ManagementBusinessInvesting

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Artwork for Talking Transports

Latest Episodes

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 Bl... more

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 f... more

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 L... more

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 rema... more

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Recent Guests

Seth Runser
President and CEO of ArcBest
ArcBest
Episode: Technology Key to ArcBest’s Transformation
Kenneth Lowe
Bloomberg Intelligence Asia Pacific Shipping and Logistics Analyst
Bloomberg Intelligence
Episode: Iran Conflict and the Freight-Market Fallout
Sally Yilma
BI's Senior Energy Equity Research Analyst
Bloomberg Intelligence
Episode: Iran Conflict and the Freight-Market Fallout
Wayne Sanders
BI's Defense Analyst
Bloomberg Intelligence
Episode: Iran Conflict and the Freight-Market Fallout
Lorie Tekorius
CEO and President of Greenbrier Companies
Greenbrier Companies
Episode: Greenbrier Navigates Rail Cyclicality
Thomas Massalone
President and partner of Pinch Transport, with nearly 20 years in oil and gas operations and logistics.
Pinch Transport
Episode: AI’s Demand for Power is Good for Transports
George Henry
CEO and one of the three owners of USA Truck
USA Truck
Episode: USA Truck on the Industry’s Road to Recovery
Matthew Leffler
Managing member of Armchair Attorney and legal commentator on supply chain issues.
Armchair Attorney
Episode: Law, Liability and Freight’s Biggest Risks
Joe Kramek
President and CEO of the World Shipping Council
World Shipping Council
Episode: What’s on the Horizon for Containerliners?

Host

Lee Klaskow
Host of Talking Transports and Senior Freight Transportation Logistics Analyst at Bloomberg Intelligence.

Reviews

4.9 out of 5 stars from 49 ratings
  • Great conversations

    They always have interesting guest and I always come away with something I did t k ow. Good for people interested in how freight markets work and those interested in investing in the sector.

    Apple Podcasts
    5
    EmmaLouIII
    United States19 days ago
  • Appreciate the Guests

    Thank you Lee for bringing on industry guests with domain expertise.

    Apple Podcasts
    5
    ThankYouLee
    United Statesa month ago
  • Freight matters

    I love this podcast and so will you if care about the freight markets and how they relate to investing and companies.

    Apple Podcasts
    5
    Darrenmd1
    United States7 months ago
  • Great!!!

    Great conversation about what matters in transports. Keep up the good work?

    Apple Podcasts
    5
    Transport L
    United States7 months ago
  • Very informative

    This is the quintessential transportation podcast. It covers all aspects of transportation. Lee is a great interviewer. I love hearing all the book recommendations.

    Apple Podcasts
    5
    Transportations
    United States7 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The host is praised for adeptly steering conversations, leading to engaging and informative interviews on complex topics.
Listeners appreciate the insightful discussions that provide a comprehensive view of the freight transportation industry.
The analysis is often considered relevant and timely, reflecting current challenges and innovations in logistics.
Many find the guests to be knowledgeable, adding value with their perspectives on industry trends and market dynamics.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Technology Key to ArcBest’s Transformation
Q: Can you share specifics about AI and technology investments and how they impact operations and customer experience?
ArcBest spends about $175 million annually on tech with a 500-person+ in-house team. We deploy AI for routing, automation in quoting, and other processes, plus a customer platform in beta to track, quote, and book in one place; these efforts improve efficiency, reduce manual tasks, and enhance service.
Technology Key to ArcBest’s Transformation
Q: What is dynamic pricing, and how are customers leveraging it in ArcBest's network?
Dynamic pricing uses real-time market conditions to fill capacity and offer more flexible, shipment-by-shipment pricing. It levels out market fluctuations, improves pricing visibility, and has driven about a 50% improvement in pricing for the same level of shipments as the pool grows.
Technology Key to ArcBest’s Transformation
Q: For those who aren't familiar, can you outline where ArcBest stands today in terms of its LTL business relative to total revenue and where you want that to be longer term?
We are expanding beyond traditional LTL into an integrated logistics model with a broad suite of services. Our targets through 2028 aim to increase the share of non-LTL solutions, grow managed transportation, and expand SMB and mid-market truckload, all while maintaining profitability and strong cash flow.
USA Truck on the Industry’s Road to Recovery
Q: Are your customers coming to you and saying, we'd like to negotiate the contracts earlier to get ahead of higher rates?
Yes, we're seeing a mixed reaction, with some customers moving earlier to negotiate contracts while others remain cautiously optimistic.
USA Truck on the Industry’s Road to Recovery
Q: You said you're densest on the I-35 corridor?
Our heavy density from an asset perspective is east by 35, north and south and everywhere in between.

Audience Metrics

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Frequently Asked Questions About Talking Transports

What is Talking Transports about and what kind of topics does it cover?

Conversations center around the freight transportation industry, encompassing trucking, railroads, ocean and air freight markets, and their interconnectedness. Various episodes feature experts discussing current trends, technological innovations, regulatory challenges, and economic factors that impact the logistics sector. Noteworthy topics include the integration of AI within supply chains, geopolitical risks influencing shipping practices, and sustainability initiatives aimed at modernizing the industry. The diverse roster of guests includes industry leaders and analysts, providing a comprehensive view of the evolving landscape of transportation and logistics.

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How many listeners does Talking Transports get?

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Which podcasts are similar to Talking Transports?

These podcasts share a similar audience with Talking Transports:

1. Odd Lots
2. Big Take
3. Motley Fool Money
4. All-In with Chamath, Jason, Sacks & Friedberg
5. The Intelligence from The Economist

How many episodes of Talking Transports are there?

Talking Transports launched 2 years ago and published 129 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Where can I see ratings and reviews for Talking Transports?

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What guests have appeared on Talking Transports?

Recent guests on Talking Transports include:

1. Seth Runser
2. Kenneth Lowe
3. Sally Yilma
4. Wayne Sanders
5. Lorie Tekorius
6. Thomas Massalone
7. George Henry
8. Matthew Leffler

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