Episodios

  • WHAT THE TRUCK?!? | Freight Under Fire

    WHAT THE TRUCK?!? | Freight Under Fire
    Oct 17 2025
    On this fiery episode of What the Truck?!?, host Malcolm Harris is joined by two incredible guests to tackle the most pressing issues in the freight industry. First up is Bill Catania, CEO of OneRail, who dives deep into the world of AI-driven logistics, discussing the critical importance of authentication, visibility, and resilience against emerging threats like deep fake impersonations and AI-generated phishing attacks. Then, Michael Caney, Chief Commercial Officer at Highway, joins the show in-studio to break down the complexities of cybersecurity and adaptability. Michael shares invaluable insights on combating double brokering and protecting your supply chain from costly gaps and vulnerabilities. Plus, we’ll cover the top headlines shaking the industry: The Port of Los Angeles is shattering import records, sending massive surges of cargo through the West Coast. The DOT is taking on California’s controversial truck driver language rule. JB Hunt’s impressive Q3 numbers are offering a case study in smart, strategic operations. This episode is packed with expert analysis and actionable advice to help you navigate the challenges of the modern freight landscape. Tune in to stay ahead of the curve! ⁠Watch on YouTube⁠ ⁠Visit our sponsor⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    46 m
  • The Daily | October 17, 2025

    The Daily | October 17, 2025
    Oct 17 2025
    We analyze CSX's recent Q3 earnings, noting that while adjusted operating income fell 8% due partly to a non-cash write-down and export coal decline, the operational story shows significant strength. The railroad is running better than ever, reporting a 1% growth in overall volume fueled by a robust 5% surge in intermodal traffic, alongside key operational improvements like an 8% decrease in terminal dwell time. Global markets continue to see chaos, as trans-Pacific container freight rates plummet due to overcapacity and worsening US-China trade friction, causing Asia-US West Coast rates to fall to pre-pandemic levels. Furthermore, the UN's International Maritime Organization postponed action on a global carbon tax following US opposition, a delay analysts warn risks stalling green investments and potentially leading to higher future freight rates down the line. Domestic capacity tightness is intensifying at the US-Mexico border, driven by policy changes like the pause on new foreign commercial driver visas and new English proficiency interviews, leading to a massive 18% jump in Laredo’s Outbound Tender Reject Index. Compounding the labor issue, the industry is seeing a strong push to reimplement rigorous CDL training centered on the crucial Smith System’s five key principles, arguing that proactive human override is essential for safety over the current priority of speed of qualification. On the equipment innovation front, Wabash National is expanding its Trailers as a Service platform with the new offering, TaaS Pools, designed to provide short-term, on-demand capacity for maximum flexibility, particularly for 3PLs. Unlike traditional leasing, TaaS Pools includes embedded management and maintenance, backed by TrailerHawk technology, which is critical for guaranteeing trailer uptime when capacity is tight. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    6 m
  • Morning Minute | October 17, 2025

    Morning Minute | October 17, 2025
    Oct 17 2025
    The proposed transcontinental railroad merger between Union Pacific and Norfolk Southern heads toward a shareholder vote on November 14th, as both companies' boards urge investors to approve the historic transaction. Simultaneously, the shipping industry is navigating major disruptions as Ocean freight rates plummet amid China chaos, causing container rates on key transpacific routes to hit two-year lows due to tariffs and declining demand. We also detail the new legislation introduced in the Senate, which seeks to vacate sentences for mechanics convicted of tampering with heavy-duty truck diesel equipment and remove the EPA's authority over vehicle pollution rules. Proponents of the legislation argue that current regulations unfairly criminalize mechanics for keeping essential vehicles running in harsh climates. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    3 m
  • Bring It Home | High-tech workforces and immigration w/ Connor O'Brien

    Bring It Home | High-tech workforces and immigration w/ Connor O'Brien
    Oct 16 2025
    Economic Innovation Group researcher Connor O'Brien discusses his research on Ohio's high-tech workforce, the role of immigration in growth, and how to reform the H1-B lottery with JP Hampstead. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    42 m
  • The Daily | October 16, 2025

    The Daily | October 16, 2025
    Oct 16 2025
    This daily market update dives into the relentless push for efficiency and adaptation across the supply chain, beginning with J.B. Hunt’s third-quarter earnings beat. The multimodal giant saw an 18% jump in earnings per share (EPS), driven not by demand, but by surgical cost control that included stripping out $20 million in costs in Q3 as part of an efficiency program aiming for annual savings greater than $100 million. We connect this corporate efficiency focus to the road, examining the surprising resilience of owner-operators. Triumph Capital data shows the average factored invoice size for independent owner-operators actually rose by $16 compared to a year ago, contrasting sharply with a $92 decline for large fleets, which is largely attributed to the O/Os' lower fixed costs and flexibility to pivot to niche segments like Amazon power-only moves. This capacity picture may tighten due to legislation like "Connor’s Law", a companion bill requiring Commercial Driver’s License holders to prove English proficiency sufficient to understand signs, converse with the public, and respond to official inquiries, a measure supported by industry groups like the Owner-Operator Independent Drivers Association. Finally, we explore a fundamental logistical rethink in cross-border e-commerce driven by the abolition of the U.S. de minimis tariff exemption for small-dollar imports, which caused massive shipment backlogs for commercial carriers like UPS due to missing or incomplete documentation. As a response, retailers are seriously considering international postal networks as a compliant and cost-effective alternative, creating an emerging hybrid model utilizing both U.S. warehouses for high-value items and modernized postal channels for low-value goods. We conclude with a provocative signal from California, where Governor Gavin Newsom vetoed SB-34, a bill that would have restricted public funds for port automation projects. Despite fierce union opposition, who called the veto a "betrayal," Newsom argued the bill would hinder port modernization and global competitiveness, confirming that the drive toward technological efficiency continues relentlessly on the West Coast. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    6 m
  • The Long Haul | Tariffs, Truth, and Truckers – A 3rd and long Deep Dive

    The Long Haul | Tariffs, Truth, and Truckers – A 3rd and long Deep Dive
    Oct 16 2025
    In this edition of 3rd and long, Adam Wingfield and Kaylee Nix tag team the mic to unpack the latest headlines shaking up the trucking world. From Trump’s 25% truck tariff to the crackdown on non-domiciled CDL holders, to viral tweets and the toll on immigrant drivers, no topic is off limits.We break down the implications for small carriers, the legal gray areas many are trapped in, and how some operators are trying to climb out of the load board cycle. And yes — we even address being labeled “woke” for standing on the side of fairness. This one’s for the drivers, the dispatchers, and everyone running a legit hustle. Buckle up. ⁠Follow The Long Haul Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    58 m
  • Morning Minute | October 16, 2025

    Morning Minute | October 16, 2025
    Oct 16 2025
    The Department of Transportation has announced it is withholding over $40 million in Motor Carrier Safety Assistance Program grants from California. This funding cut is a consequence of the state failing to place truck drivers who do not meet the Trump administration’s English Language Proficiency requirements out of service. J.B. Hunt Transport Services saw an 18% year-over-year increase in earnings per share to $1.76 for the third quarter, a result that strongly exceeded analyst expectations. The company is scrutinizing expense lines and has already removed $20 million in costs during the period as part of a program aiming for annual savings potentially greater than $100 million. Following the revocation of the U.S. de minimis tariff exemption, e-commerce shippers are encountering difficulties with new customs requirements, resulting in backlogs of non-compliant shipments at commercial carriers like UPS. Due to this complexity, retailers and logistics partners are taking a second look at international postal networks as a potentially compliant and less expensive route for certain low-value goods. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    3 m
  • WHAT THE TRUCK?!? | Mozzarella, Market Shifts & the Cure for Freight’s Cancer

    WHAT THE TRUCK?!? | Mozzarella, Market Shifts & the Cure for Freight’s Cancer
    Oct 15 2025
    This episode of What The Truck?!? dives into major transportation headlines and features two standout guests shaping the logistics landscape. The show opens with news updates from FreightWaves’ John Kingston, who discusses a spike in Chapter 11 filings across the transportation sector—five in the first two weeks of October alone. Kingston explains the market pressures behind these bankruptcies and highlights companies navigating reorganization rather than closure. Next, Malcolm explores innovation and visibility in logistics with Beth Young of Velocity, who shares insights on how her company connects technology across fleets and facilities. She discusses advances in AI, automation, camera safety systems for forklifts, and the growing importance of connectivity and sustainability. The conversation also touches on workforce development, the future of distribution efficiency, and even a fun detour about mozzarella-making and Spanish cuisine. The final guest, Trent Tello, CEO and founder of Forever Freight Broker, brings high energy and passion for reforming broker–trucker relationships. He tells his personal story of entering the industry after his father lost a trucking business to bad brokers and explains how he’s teaching drivers to “cut out the middleman” by learning brokerage skills themselves. His goal: empower truckers through education, transparency, and long-term thinking. ⁠Watch on YouTube⁠ ⁠Visit our sponsor⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    46 m