Freight Cycles Explained: Why Markets Turn + What Shippers Should Do
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Freight Cycles Explained: Why Markets Turn + What Shippers Should Do
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Freight markets always turn. The question, then, is what shippers + carriers should do before that happens. In this episode of “Talk Track”, David is joined by Dr. Angi Acocella, research scientist at the MIT Center for Transportation & Logistics, for a deep dive into how freight cycles actually work.
Angi shares her “Elephants or Goldfish?” research, which is a data-driven look at how shippers + carriers truly behave as markets shift. It's a rare empirically researched answer to a long-standing debate: do relationships in freight actually matter?
The pair also dig into what drives freight cycles, which indicators have proven most reliable, + the question every railroader should be asking: with trucking tightening + rail acting as the relief valve, what does that mean for rail volumes through the rest of 2026? Spoiler: even the brightest minds in freight say predicting the turn is hard.
Talk Track, hosted by Harris Ligon + David Correll of Telegraph™, is a spin-off series dedicated to timely rail industry news. From service shakeups to technology breakthroughs, each episode delivers a behind-the-scenes perspective on all the happenings shaping the future of freight rail.
Harris + David will bring their decades of rail experience to help them parse through the latest industry headlines, evolving regulations, + the long-term forecasts for how railroads move freight across North America. Find us at telegraph.io/insights, Apple Podcasts, Spotify, or wherever you listen to your favorite podcasts.
About Our Hosts
Harris Ligon is the co-founder + CEO of Telegraph. Prior to launching Telegraph, he spent nearly 15 years in surface transportation at Uber Freight, Norfolk Southern, + BNSF Railway. During this time, he led teams in operations, strategy, business development, + product development.
David Correll is the Director of Freight Market Intelligence at Telegraph. He has spent two decades in transportation and logistics with the US Department of Transportation, the US Department of Energy, the Massachusetts Institute of Technology, and Clark University.
About Telegraph
Telegraph is a leader in delivering digital solutions to railroads, shippers, logistics service providers, terminals, + railcar leasing companies. With an integrated platform that prov...