Earnings growth for transportation and logistics providers will be driven by when the freight cycle will finally turn. The uncertain economic backdrop has made calling the cycle increasingly difficult for market participants. In this Talking Transports podcast, Ravi Shanker, managing director and lead North American freight transportation and airlines analyst at Morgan Stanley, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about what could be in store for 2Q earnings and the rest of the year. They touch upon the truckload, less-than-truckload, railroad, intermodal parcel, forwarding and freight brokerage subsegments. Shanker remains optimistic about truckload rates this year, which is driving his overweight rating on most carriers in the space. He also discusses rail consolidation, airlines, autonomous trucking, technology and which stocks he prefers heading into earnings.See omnystudio.com/listener for privacy information.
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41:46
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41:46
ClearJet Making Ecommerce Easier, Cheaper
E-commerce’s ease and convenience for consumers will fuel its growth, with Bloomberg Intelligence forecasting it will reach $2.9 trillion in US sales by 2030, making up 34% of retail vs. 25% last year. That growth doesn’t come without challenges for shippers and their transportation partners. In this Talking Transports podcast, Chris Guggenheim, founder and CEO of ClearJet, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about how the company’s technology-based platform and network of capacity partners are trying to make e-commerce logistics more nimble and cheaper for shippers. Guggenheim also talks tapping underutilized commercial-airline capacity, building out a parcel network, being a serial entrepreneur and how a job with Willie Nelson put him on the road to logistics.See omnystudio.com/listener for privacy information.
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40:38
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40:38
Bozeman on Robinson’s Ongoing Transformation
Ever-changing US tariff policies are creating uncertainty in supply chains and prolonging a tepid tone in freight demand. Leveraging technology will be critical for third-party logistics providers to remain nimble in this challenging environment. In this episode of the Talking Transports podcast, David Bozeman president and CEO of C.H. Robinson, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to share his insights about the state of the freight brokerage and forwarding industry and how efficiency initiatives and technology investments are driving the company’s transformation. Bozeman also discusses winning market share, its drop-trailer fleet and how the company is leveraging artificial intelligence and machine learning to reduce tasks that will allow its employees to better serve customers.See omnystudio.com/listener for privacy information.
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46:58
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46:58
ACT Research Denoyer on Trucking Uncertainty
Regulatory, tariff and economic uncertainty continues to paralyze the North American heavy-truck market as a collapse in orders has reduced build rate expectations this year. Visibility should begin to improve in the coming months as we get better clarity on a 2026 recovery. In this episode of the Talking Transports podcast, Tim Denoyer, vice president and senior analyst at ACT Research, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, and Chris Ciolino, senior US machinery analyst, to share his insights about navigating the North American truck market during this pivotal time. Denoyer also discusses the freight outlook, order trends, pricing expectations, energy transition, autonomy, the used market and more.See omnystudio.com/listener for privacy information.
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37:13
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37:13
Hatch on Where Railroads Could Be Heading
The more protectionist policies out of Washington are creating a more uncertain backdrop for North American railroads and the broader freight markets. Yet the industry should be agile and resilient enough to navigate the volume volatility that has come with the ever-changing US tariff policies. In this Talking Transports podcast, Tony Hatch, founder and president of ABH Consulting, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share insights about the state of the industry and what might be ahead for railroads. Hatch also discusses regulations, growth opportunities, service levels, consolidations, labor relations, nearshoring among other topics.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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