エピソード

  • Knight-Swift CEO on LTL, Cycles and Scale
    2026/02/03

    Knight-Swift’s CEO Adam Miller joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst for a fireside chat at SMC3’s JumpStart 2026 Conference in Atlanta on this episode of Talking Transports podcast. Miller explains why the company is better positioned following the near-completion of its national less-than-truckload network, with scale, flexibility and diversification supporting a renewed focus on margin recovery and network density before further LTL expansion. He also shares views on the truckload cycle, potential federal supply-side support, autonomous trucking, railroad consolidation and how his mentor Kevin Knight shaped his accountability-driven leadership style.

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    45 分
  • Law, Liability and Freight’s Biggest Risks
    2026/01/27

    Rising “nuclear verdicts,” broker liability and landmark court cases are reshaping the economics of trucking and logistics. In this Talking Transports podcast, Matthew Leffler, managing member of Armchair Attorney, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to unpack the legal forces affecting freight markets. Leffler explains the surge in nine-figure verdicts, the Supreme Court case that could redefine broker liability and why outdated insurance minimums are straining carriers and insurers alike. He also discusses broker transparency, tariffs and emergency powers, rail consolidation and how court decisions may influence capacity, rates and risk across the supply chain, along with the story behind his signature red jacket.

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    42 分
  • What’s on the Horizon for Containerliners?
    2026/01/20

    Geopolitical developments from the US, increased protectionist policies, Red Sea risks and regional wars have created a climate of unprecedented uncertainty for the global containerliner industry. In this Talking Transports podcast, Joe Kramek, the president and CEO of the World Shipping Council joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss what the global industry is doing to move ahead of headwinds. Decarbonization remains paramount for the WCS despite the International Maritime Organization postponing a vote to adopt its Net-Zero Framework (NZF) until October. And how avoiding to pay rent pushed him into a long and gratifying maritime career. maritime career.

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    39 分
  • AI, Speed and the Future of Supply Chains
    2026/01/13

    Technology investment is no longer a luxury for supply chains, as it has become essential just to survive, let alone thrive. In this Talking Transports podcast, project44 founder and CEO Jett McCandless joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how AI is transforming global supply chains from reactive to autonomous. McCandless explains how project44’s decision intelligence platform uses AI and multi-agent workflows to help shippers and logistics providers analyze disruptions, optimize responses and act in real time across all modes. He shares why “decision speed” now matters more than transit speed, how visibility must evolve beyond alerts, and why 2026 will mark a turning point as companies demand hard returns from AI investments. McCandless also offers his outlook on nearshoring, geopolitics, freight markets and the leadership lessons learned from returning project44 to founder mode.

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    40 分
  • What Freight Markets Can Expect in 2026
    2026/01/06

    Global freight markets face another challenging year from geopolitical tensions, uncertain trade policies and slack capacity. In this episode of the Talking Transports podcast, Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow shares how 2026 may play out for North American trucking, railroad and freight brokerage markets, as well as the global parcel and shipping sectors. An acceleration in the rate of capacity leaving the truckload market could ripple across less-than-truckload, freight brokerage and railroad industries, setting up for a better year than 2025. Technology-driven productivity investments could help offset a tepid demand backdrop and support improved margins. Supply growth is expected to outpace containerliner demand, which will weigh on rates and earnings.

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    28 分
  • Finding Out What’s Going On With Shipping
    2025/12/16

    Geopolitical tensions, a fractured regulatory landscape and shifting trade patterns are reshaping the maritime industry in ways not seen in decades. In this episode of the Talking Transports podcast, maritime historian and former merchant mariner, Sal Mercogliano, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to break down the forces redefining global shipping. Mercogliano discusses the risks surrounding the Red Sea and Suez Canal, the rise of the shadow fleet and the challenges facing the IMO’s ambitious decarbonization goals. He also examines US shipbuilding ambitions, Jones Act reform and the critical role of the Merchant Marine in national security. Mercogliano shares insights from his seafaring career, his academic work and his popular YouTube channel, offering a wide-angle perspective on the future of maritime trade.

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    46 分
  • How Augment’s AI Engine Helps Supply Chains
    2025/12/09

    The advent of artificial intelligence and machine learning has opened a new era of productivity gains for freight brokers, capacity owners and shippers. Supply chains are still in the early stages of adopting these tools, creating significant opportunities over the next several years. In this episode of the Talking Transports podcast, Augment CEO and co-founder Harish Abbott joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how AI is reshaping the freight industry. Abbott outlines how Augie, Augment’s AI teammate, automates end-to-end brokerage workflows — from order to cash — while improving service levels and reducing costs. He also reflects on the challenges of scaling AI talent, the importance of change management, and how his early career at Amazon sparked his passion for fixing logistics’ inefficiencies.

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    45 分
  • Maritime Perspectives From Former FMC Chair
    2025/12/02

    The Trump administration’s policies could have profound effects on the marine shipping industry that go well beyond US shores. In this Talking Transports podcast, former US Federal Maritime Commission Chairman Louis Sola joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss the shifting landscape of US maritime policy. Sola shares insights on shipbuilding challenges, tariff impacts, chokepoint vulnerabilities and the importance of strengthening national security through a resilient supply chain. He also reflects on restarting the cruise industry during Covid-19, his work combating sanctions evasion and his new role advising clients on trade, energy and infrastructure. Sola talks about how his time in the US Army put him on the path toward a career in transportation, which has included selling luxury yachts, and his time in public service.

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    41 分