@BBGIntelligence sr analyst covering freight mkts, found on @TheTerminal. Talking Transports podcast host: apple.co/3wDmjFc. Opinions own/RT≠endorse.
Joined October 2019
- Tweets 1,701
- Following 333
- Followers 2,018
- Likes 686
553 Photos and videos
Pinned Tweet
11 Nov 2021
Have a greater appreciation for #truckdrivers after my #fail at a 100-foot backup. Remember #trucking keeps our #economy humming. Thanks @XPOLogistics for the experience. Sorry about hurting the traffic cones. #trucker #freight #SupplyChainCrisis
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Jun 10
Supply chains have shifted from “just in time” to “just in case.”
In Talking Transports, @dhl_forwarding CEO Oscar de Bok discusses:
• Global trade shifts
• Airfreight & ocean freight outlook
• Customs & trade compliance
• AI in logistics
• Supply chain resilience
🎧 Listen: 142 of @BBGIntelligence’s Talking Transports:
Apple: apple.co/49SMQ1E
Spotify: bit.ly/4ukGBLf
iHeart: ihr.fm/3SgaFu9
Bloomberg.com: bit.ly/4v1iRwS
@TheTerminal: bit.ly/4xm9A49
#Freight #Logistics #SupplyChain #GlobalTradeEpisode
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Jun 3
Freight tightening is accelerating — driven by capacity, not demand. In Talking Transports, White Arrow's CEO @ChrisCeausu discusses:
• Routing guide failures
• ELD enforcement impacts
• Temp-controlled LTL
• Intermodal economics
• AI-driven operations
🎧 Listen:
Apple: apple.co/4x2J7sj
Spotify: bit.ly/4flNiJo
iHeart: ihr.fm/3RYBmDw
Bloomberg.com: bloom.bg/4ao2cLD
@TheTerminal: bit.ly/4o02ii6
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May 27
Freight tightening is becoming structural.
In Talking Transports, Triumph Financial CEO Aaron Graft discusses:
• Capacity exiting the market
• Rising insurance compliance costs
• Freight payments & factoring
• Broker liability risks
• Data-driven freight intelligence
🎧 Listen Episode 140 of Bloomberg Intelligence’s Talking Transports:
Apple: apple.co/4uudypt
Spotify: bit.ly/42VyDxa
iHeart: ihr.fm/4v3ZXFg
Bloomberg.com: bloom.bg/4dx5MVT
@TheTerminal: bit.ly/4utd4A1
: [Insert Link]
#Freight #Logistics #Trucking
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May 19
Autonomous freight may not stop at highways.
In Talking Transports, @GlidTech CEO Kevin Damoa discusses:
• Autonomous road-to-rail freight
• First-mile bottlenecks
• AI-powered logistics orchestration
• Military-inspired supply chain solutions
🎧 Listen to episode 139:
Apple: bit.ly/4eWM5YH
Spotify: bit.ly/4v35b4h
iHeart: bit.ly/3ROgeQg
Bloomberg.com: bit.ly/4tIpYJ6
@TheTerminal: bit.ly/4nICO98
#Freight #Logistics #Autonomous #Rail
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May 19
I'm looking forward to sharing our outlook on this upcoming panel.
May 18
#NationalInfrastructureWeek is a reminder of how closely our economy & the movement of goods are connected—exactly what our Economic Outlook panel w/ Dean Croke @datfreightteam, @LogisticsLee & Lindsay Bur @TRUCKINGdotORG will cover. Plan smarter, join us: hubs.li/Q04h0RDT0
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May 14
Amazon entering logistics = big disruption risk.
In Talking Transports, Morgan Stanley’s Ravi Shanker breaks down:
• Amazon vs parcel, LTL, brokerage
• Truckload recovery outlook
• Structural parcel headwinds
• AI & autonomy reshaping freight
🎧 Listen - Episode 138 of Talking Transports:
Apple: apple.co/3QVPiOm
Spotify: bit.ly/4wuTMvC
iHeart: ihr.fm/4wgcQxo
Bloomberg.com: bit.ly/48SsKEf
Bloomberg Terminal: bit.ly/4nsEfs2
#Freight #Logistics #Transportation
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May 6
Freight is tightening — but demand isn’t driving it.
In Talking Transports, DAT’s Dean Croke explains:
• Spot rates 20–25% YoY
• Capacity down ~30%
• Regulation shrinking driver pool
• Produce & flatbed already tight
A very different freight cycle.
🎧 Listen to Episode 137 of Talking Transports:
Apple: apple.co/4tiCwqv
Spotify: bit.ly/3P4nAy4
iHeart: bit.ly/4u0B1i4
Bloomberg.com: bit.ly/3QPCkSa
@TheTerminal: bit.ly/4wcBkHY
#Freight #Logistics #Trucking #bloombergintelligence
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Apr 29
Freight recovery is here — but it’s supply-driven.
In Talking Transports, $JBHT CEO @Shelley_Simpson discusses:
• 4-year freight downturn
• Capacity tightening from enforcement
• Intermodal growth opportunity
• AI productivity gains
🎧 Listen to Episode 136 of Talking Transports:
Apple: bit.ly/4n0jTpQ
Spotify: bit.ly/3OWj6JM
iHeart: bit.ly/4ebYurr
Bloomberg.com: bit.ly/4cQPbLf
@TheTerminal : bit.ly/42Bkg0A [Insert Link]
#Freight #Logistics #Trucking
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Apr 23
Europe trucking stabilizing — but no real recovery yet.
In Talking Transports, @GirtekaGroup CEO Edvardas Liachovicius explains:
• Driver shortages = key constraint
• Rates stabilizing after downturn
• Fuel volatility & geopolitics
• Fragmented EU market challenges
🎧 Listen - Episode 135 of Talking Transports:
Apple: bit.ly/3OhMSIZ
Spotify: bit.ly/4dWqC1y
iHeart: bit.ly/4n1vBRf
Bloomberg.com: bloom.bg/4u1lAWn
Bloomberg Terminal: bit.ly/4vJ1h1x
#Freight #Logistics #Trucking
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Apr 14
Autonomous trucking is here — not coming.
In Talking Transports, @KodiakRobotics CEO/founder @don_burnette breaks down:
• Driverless trucks in operation today
• AI vs HD mapping
• Cost utilization advantages
• Regulatory reality
• Why only a few winners emerge
🎧 Listen to episode 134 of @BBGIntelligence's Talking Transports:
Apple: bit.ly/4cmEnUL
Spotify: bit.ly/4vv1CVu
iHeart: bit.ly/4eiwzWD
Bloomberg.com: bloom.bg/426wUV6
Bloomberg Terminal: bit.ly/4ejmvg2
#Autonomous #Freight #AI #Logistics
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Lee Klaskow retweeted
Apr 12
“They promise you the world. They say you can make $8,000 to $10,000 to $12,000 a week,” says Daniel Sanchez, who was a driver for Super Ego under a lease-to-own contract. He says the company didn’t deliver on those promises.
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Apr 7
Brazil’s ag boom = pressure on trucks dry bulk.
In Talking Transports, I spoke with Goflux & Alphamar on:
• Rising freight rates
• Dry bulk demand surge
• Fertilizer imports & trade shifts
• Aging fleets fragmentation
Big theme: demand > capacity.
🎧 Listen to episode 133 of Talking Transports:
Apple: apple.co/47MRGwt
Spotify: bit.ly/41NzVcO
iHeart: bit.ly/4dtJrJh
Bloomberg.com: bloom.bg/48zaL5o
Bloomberg Terminal: bit.ly/3Q5XHOA
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Apr 1
Brokerage shifting — but demand still weak.
In Talking Transports, @freightcaviar CEO Paul-Bernard Jaroslawski breaks down:
• Capacity tightening from regulation
• Broker vs. carrier tensions
• AI vs. relationships
• Cargo theft & offshore labor
🎧 Listen:
Spotify: open.spotify.com/episode/4I9…
Apple: podcasts.apple.com/us/podcas…
Bloomberg.com: bloomberg.com/news/audio/202…
Bloomberg Terminal: blinks.bloomberg.com/news/st…
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Mar 25
Private ownership can be an edge in freight. On Talking Transports, I speak with Jarrett CEO Mike Jarrett about staying debt-free, focusing on culture, navigating market volatility & why tech supports — not replaces — relationships.
🎧 Listen to Episode 131 of Talking Transports:
Apple: apple.co/47kBfqR
Spotify: bit.ly/4uQlh1R
iHeart: bit.ly/47Snjoa
Bloomberg.com: bit.ly/3NEe3NI
Bloomberg Terminal: bit.ly/4rZyXVF:
#Freight #Trucking #Logistics #SupplyChain #TalkingTransports
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Mar 17
Rail demand is muted but stable.
On Talking Transports, I speak with @BNSFRailway CMO Tom Williams about service gains, rail vs truck dynamics, tariffs, the $UNP – $NSC merger — and Indiana football.
🎧 Listen - Episode 130 of Talking Transports:
Apple: apple.co/3PfZNLo
Spotify: bit.ly/4sRvfOF
iHeart: bit.ly/4lz3dot
Bloomberg.com: bit.ly/4bNhZVr
Bloomberg Terminal: bit.ly/4rDmcQn
#Rail #Freight #Logistics #TalkingTransports
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Mar 12
Intermodal is cyclical — but still essential.
On Talking Transports, I speak with @stglogistics' CEO Geoff Anderman about restructuring, rail trends, the UP–NS merger, cost discipline & preparing for freight recovery.
🎧 Listen:
Apple: bit.ly/3MY38hz
Spotify: bit.ly/4cyF2nU
iHeart: ihr.fm/4lgONt2
Bloomberg.com: bit.ly/4sB8VIO
Bloomberg Terminal: bit.ly/4s2npln
#Freight #Intermodal #Rail #Logistics #TalkingTransports
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Mar 4
Tech is central to @ArcBestCorp's next chapter.
On Talking Transports, I speak with $ARCB CEO Seth Runser about managed transportation, AI-driven pricing, $175M annual tech investment & positioning for the next freight upcycle.
🎧 Listen:
Apple: apple.co/478dIJw
Spotify: bit.ly/4l5e2OZ
iHeart: bit.ly/4shJlsb
Bloomberg.com: bloom.bg/4aKhACQ
Bloomberg Terminal: bit.ly/4tXk5sW
#Freight #LTL #Logistics #SupplyChain #TalkingTransports
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