Podcasts about bnsf

In "Short Lines, Big Impact: How Short Line Railroads Power America's Supply Chain" Joe Lynch and Joey Evans, Senior Director, Government Affairs & Business Development, TNW Corporation, discuss how Class III short line railroads leverage technology, sustainability, and first-and-last-mile service to keep American commerce moving. About Joey Evans Joey Evans is the Senior Director, Government Affairs & Business Development, TNW Corporation. He is a seasoned rail industry professional with over 20 years of experience, leading TNW's development and execution of government affairs and strategic growth initiatives. His role oversees legislative strategy, public funding efforts, real estate and industrial development projects, and supports acquisition and expansion activities aligned with the company's long-term objectives. Joey serves as President of the Texas Short Line and Regional Railroad Association (TSLRRA) and is a member of the TxDOT Freight Advisory Committee. His career spans various leadership roles across the short line railroad industry. Prior to his current position, he led Customer Success for TNW, encompassing customer service, revenue protection, and infrastructure technology. His journey began as a conductor and engineer, where hands-on experience laid the foundation for his transition into management. About TNW Corporation TNW Corporation owns and operates three short line railroads — TXNW Railway, TXGN Railway, and TXR Railway — along with multiple rail logistics facilities across Texas, serving as a strategic supply chain partner to industries, shippers, fleet managers, and Class I railroads. With more than 40 years of transportation logistics experience, TNW delivers the efficiency, reliability, and customer service that keep North American commerce moving. TXNW Railway, operating in the Texas Panhandle since 1982, is a One-Stop Supercenter and boasts the largest privately owned railcar storage capacity in the United States. TXGN Railway, also a One-Stop Supercenter, has served central Texas since 1992, operating approximately 67 miles of storage and loop track with Union Pacific interchange. TXR Railway, based in Brownwood, serves the Camp Bowie Industrial Area and interchanges with BNSF Railroad. TNW's full suite of services includes rapid interchange, transloading, railcar storage, repair, cleaning, scrapping, warehousing, and rail-served industrial development. Key Takeaways: Short Lines, Big Impact: How Short Line Railroads Power America's Supply Chain In "Short Lines, Big Impact: How Short Line Railroads Power America's Supply Chain" Joe Lynch and Joey Evans, Senior Director, Government Affairs & Business Development, TNW Corporation, discuss how Class III short line railroads leverage technology, sustainability, and first-and-last-mile service to keep American commerce moving. Revenue, Not Track Length, Defines Railroad Classes: Railroad classification is strictly determined by annual revenue, not physical distance. Class I railroads (the "interstates" like BNSF and UP) exceed $1 billion in annual revenue, Class II regional railroads fall between $1 billion and $47 million, and Class III short lines—where TNW Corporation operates—fall below $47 million. Short Lines Serve as the "First and Last Mile" for Rural America: While Class I railroads excel at long-distance freight movement, North America's 615 short line railroads provide essential first- and last-mile service to industrial parks and rural communities. Operating in smaller towns (often under 15,000 people), short lines keep vital agricultural, manufacturing, and petrochemical hubs connected to the national rail network. Lowering the Barrier to Entry with Truck-to-Rail Conversions: Because one railcar holds the equivalent capacity of four trucks (4:1 ratio), TNW launched a dedicated logistics and transloading business. This allows smaller regional shippers within a 50-to-100-mile radius to enjoy the economic benefits of rail by breaking bulk rail loads down into local trucks, without requiring a massive capital investment in dedicated track infrastructure. High-Volume Commodities and Major Public-Private Infrastructure Investments: Short lines primarily handle heavy, bulk commodities like petrochemicals, plastics, lumber, agricultural yields, and construction aggregates (rock). To support these loads, short lines reinvest a massive 33% to 50% of their annual revenue into infrastructure, a timeline accelerated by federal CRISI (Consolidated Rail Infrastructure Safety Improvement) grants to expand track fluidity. Transitioning from Rail's Historic "Black Hole" to High-Tech Visibility: Spurred by rising post-COVID consumer expectations (the "Amazon experience"), TNW developed a proprietary digital portal called My TNW. This tool eliminates the historic visibility "black hole" of rail shipping by providing customers with complete data transparency, allowing them to track cars across both TNW property and intersecting Class I networks. Embracing AI and Autonomous Infrastructure Safety: The rail industry is heavily adopting AI, autonomous railcars, and automated track inspection tools. These automated systems travel the lines to instantly pinpoint structural micro-cracks, gauge misalignments, or railcar defects. Removing the human error factor from these tedious inspections helped the rail sector chart its safest operational year in its 200-year history in 2025. Meeting Corporate ESG Targets Through "Clean and Green" Operations: Rail remains one of the most inherently sustainable modes of land transportation, moving a ton of freight roughly 500 miles on a single gallon of fuel. Beyond fuel efficiency, TNW helps shippers meet strict corporate environmental goals by certifying all properties under Operation Clean Sweep, which enforces strict handling frameworks to prevent plastic pellets and commodities from spilling into local ecosystems. Learn More About Short Lines, Big Impact: How Short Line Railroads Power America's Supply Chain Joey Evans | Linkedin TNW Corporation | Linkedin TNW Corporation | Instagram TNW Corporation | Facebook TNW Corporation | YouTube TNW Corporation The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

Nvidia was tot nu toe een van de sloomste chipaandelen van het jaar. Intel, AMD, Samsung, SK Hynix en zelfs ons eigen Besi fietsten de gifgroene chipreus lachend voorbij. Maar misschien is dat nu voorbij! Het bedrijf komt met een nieuwe superchip en dat betekent - naar eigen zeggen - een heel nieuw tijdperk voor computers. Het betekent in ieder geval flinke pijn voor beleggers in Qualcomm en Intel. Iets verderop zitten beleggers in Arm, Microsoft, ServiceNow en Hewlett Packard juist feest te vieren. We bespreken waarom. Verder doet de opvolger van Warren Buffett zijn eerste overname, in een totaal andere business: huizen bouwen in de VS. We bekijken waarom Berkshire opeens 6.8 miljard dollar in een sector plempt waar het kroonjuweel van Buffett al flinke belangen in heeft. Gast Erik Mauritz heeft het te doen met Greg Abel, die moeilijk in de voetsporen van het Orakel van Omaha kan treden. Maar toch ziet hij in Berkshire Hathaway een van de betere manieren om jezelf te beschermen tegen oververhitte AI-aandelen wereldwijd. Oh ja, en vlák voor uitzending diende Anthropic nog even de vertrouwelijke documenten in voor zijn beursgang. Nondeju! Verder in deze aflevering: SpaceX en vage cryptoconstructies, futurecontracten en andere dubieuze derivaatjes SoftBank steekt 75 miljard euro in grootste datacenterproject van Europa Wapengekletter: Czechoslovak Group aast nog steeds op een belang in KNDS, maar moet daarbij Franse en Duitse staat dulden CEO-loos Heineken Te gast: Erik Mauritz van Trade Republic. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Nvidia was tot nu toe een van de sloomste chipaandelen van het jaar. Intel, AMD, Samsung, SK Hynix en zelfs ons eigen Besi fietsten de gifgroene chipreus lachend voorbij. Maar misschien is dat nu voorbij! Het bedrijf komt met een nieuwe superchip en dat betekent - naar eigen zeggen - een heel nieuw tijdperk voor computers. Het betekent in ieder geval flinke pijn voor beleggers in Qualcomm en Intel. Iets verderop zitten beleggers in Arm, Microsoft, ServiceNow en Hewlett Packard juist feest te vieren. We bespreken waarom. Verder doet de opvolger van Warren Buffett zijn eerste overname, in een totaal andere business: huizen bouwen in de VS. We bekijken waarom Berkshire opeens 6.8 miljard dollar in een sector plempt waar het kroonjuweel van Buffett al flinke belangen in heeft. Gast Erik Mauritz heeft het te doen met Greg Abel, die moeilijk in de voetsporen van het Orakel van Omaha kan treden. Maar toch ziet hij in Berkshire Hathaway een van de betere manieren om jezelf te beschermen tegen oververhitte AI-aandelen wereldwijd. Oh ja, en vlák voor uitzending diende Anthropic nog even de vertrouwelijke documenten in voor zijn beursgang. Nondeju! Verder in deze aflevering: SpaceX en vage cryptoconstructies, futurecontracten en andere dubieuze derivaatjes SoftBank steekt 75 miljard euro in grootste datacenterproject van Europa Wapengekletter: Czechoslovak Group aast nog steeds op een belang in KNDS, maar moet daarbij Franse en Duitse staat dulden CEO-loos Heineken Te gast: Erik Mauritz van Trade Republic. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

In this episode, we kick things off by examining autonomous trucking's major geographic expansion as Einride deploys cabless electric trucks in Ohio in partnership with EASE Logistics. This proof-of-concept deployment represents a significant shift beyond the Sun Belt, bringing SAE Level 4 autonomous technology to the industrial Midwest for the first time. Operating between warehouses in Marysville, the project is part of Ohio and Indiana's Truck Automation Corridor initiative to evaluate real-world impacts on safety and freight efficiency. Next, we explore the equipment sector where Volvo Trucks North America has unveiled a completely redesigned D13 engine engineered to meet 2027 EPA standards taking effect January 1st. The next-generation powerplant slashes nitrogen oxide emissions by a staggering eighty-three percent and particulate matter by fifty percent, making it Volvo's cleanest engine ever. With compacted graphite iron block construction, a higher compression ratio, and innovative fourteen-wave piston design, the engine delivers up to 540 horsepower while fundamentally redefining heavy-duty performance and environmental compliance. Finally, we cover a sudden leadership shakeup at the western Class I railroad as BNSF's chief operations officer departed after just five months in the top operations role. Matt Garland, a twenty-five-year BNSF veteran who took the COO position on January 1st, has been replaced by Craig Morehouse, who will now oversee the entire operations organization. The abrupt transition comes as Berkshire Hathaway's new leadership pushes BNSF to further improve its operating ratio and operational performance. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining autonomous trucking's major geographic expansion as Einride deploys cabless electric trucks in Ohio in partnership with EASE Logistics. This proof-of-concept deployment represents a significant shift beyond the Sun Belt, bringing SAE Level 4 autonomous technology to the industrial Midwest for the first time. Operating between warehouses in Marysville, the project is part of Ohio and Indiana's Truck Automation Corridor initiative to evaluate real-world impacts on safety and freight efficiency. Next, we explore the equipment sector where Volvo Trucks North America has unveiled a completely redesigned D13 engine engineered to meet 2027 EPA standards taking effect January 1st. The next-generation powerplant slashes nitrogen oxide emissions by a staggering eighty-three percent and particulate matter by fifty percent, making it Volvo's cleanest engine ever. With compacted graphite iron block construction, a higher compression ratio, and innovative fourteen-wave piston design, the engine delivers up to 540 horsepower while fundamentally redefining heavy-duty performance and environmental compliance. Finally, we cover a sudden leadership shakeup at the western Class I railroad as BNSF's chief operations officer departed after just five months in the top operations role. Matt Garland, a twenty-five-year BNSF veteran who took the COO position on January 1st, has been replaced by Craig Morehouse, who will now oversee the entire operations organization. The abrupt transition comes as Berkshire Hathaway's new leadership pushes BNSF to further improve its operating ratio and operational performance. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off in Washington, where the U.S. House of Representatives has just unveiled the BUILD America 250 Act, a sprawling federal surface transportation reauthorization package. This massive legislation allocates $240 billion in authorized and direct funding for trucking, rail, aviation, and ports, including a historic $102 billion investment in passenger and freight rail—the largest federal rail commitment since Amtrak's creation—along with $110 billion for roads and bridges, $17 billion for port upgrades, and $25 billion for airport modernization. Debate on the bill begins Thursday, just months before the current authorization expires in September. Shifting gears to the rails, we examine a brutal rate war erupting between two Class I giants as they battle for freight customers in front of federal regulators. Union Pacific has filed a 129-page complaint with the Surface Transportation Board alleging that BNSF Railway hiked reciprocal switching charges by as much as 472 percent at locations where UP recently won or grew business from BNSF customers. UP claims BNSF canceled longstanding unit grain train switching rates and forced customers to pay nearly triple the cost under merchandise train rates, while BNSF has rejected entire unit train shipments this month, allegedly to make UP service noncompetitive and drive shippers back to BNSF. Finally, we unpack the evolving threat landscape in supply chain security as traditional cargo theft tactics give way to far more sophisticated criminal operations. While overall theft incidents declined to 574 in the first quarter of 2026, deceptive pickup fraud schemes using fake identities and forged credentials jumped 31 percent year over year, with nearly half of those fraud incidents occurring in California. Electronics remained the most frequently targeted cargo at 17 percent of all incidents, while auto and parts thefts surged 142 percent from Q4 2025, prompting warnings from security experts that organized criminal networks are heavily investing in fraud infrastructure that traditional security measures like padlocks simply cannot stop. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off in Washington, where the U.S. House of Representatives has just unveiled the BUILD America 250 Act, a sprawling federal surface transportation reauthorization package. This massive legislation allocates $240 billion in authorized and direct funding for trucking, rail, aviation, and ports, including a historic $102 billion investment in passenger and freight rail—the largest federal rail commitment since Amtrak's creation—along with $110 billion for roads and bridges, $17 billion for port upgrades, and $25 billion for airport modernization. Debate on the bill begins Thursday, just months before the current authorization expires in September. Shifting gears to the rails, we examine a brutal rate war erupting between two Class I giants as they battle for freight customers in front of federal regulators. Union Pacific has filed a 129-page complaint with the Surface Transportation Board alleging that BNSF Railway hiked reciprocal switching charges by as much as 472 percent at locations where UP recently won or grew business from BNSF customers. UP claims BNSF canceled longstanding unit grain train switching rates and forced customers to pay nearly triple the cost under merchandise train rates, while BNSF has rejected entire unit train shipments this month, allegedly to make UP service noncompetitive and drive shippers back to BNSF. Finally, we unpack the evolving threat landscape in supply chain security as traditional cargo theft tactics give way to far more sophisticated criminal operations. While overall theft incidents declined to 574 in the first quarter of 2026, deceptive pickup fraud schemes using fake identities and forged credentials jumped 31 percent year over year, with nearly half of those fraud incidents occurring in California. Electronics remained the most frequently targeted cargo at 17 percent of all incidents, while auto and parts thefts surged 142 percent from Q4 2025, prompting warnings from security experts that organized criminal networks are heavily investing in fraud infrastructure that traditional security measures like padlocks simply cannot stop. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Doug Houghton, director of global channels at Alkira There’s a line from this episode that’s worth leading with: “Networking is not sexy until it doesn’t work.” That’s Doug Houghton, Director of Global Channels at Alkira, and it’s a pretty concise summary of why his company exists. Alkira was founded by the team behind Viptela – the startup that essentially created the SD-WAN category before being acquired by Cisco. The lesson they carried out of that experience is that SD-WAN, for all its promise, still ran into the limits of underlying infrastructure. You ended up with disparate networks, latency constraints, and complexity that didn’t disappear – it just moved somewhere else. What they built in response is Network Infrastructure as a Service (NIaaS) – a cloud-native, consumption-based global backbone that abstracts multi-cloud connectivity into a single managed plane. The pitch to partners is concrete: consolidate 50 physical firewalls into virtualized functions, reduce total cost of ownership by 40-70%, and do it without a rip-and-replace cycle. The timing matters, and Houghton is direct about why. AI workloads – distributed large language models, agentic workflows reaching across multiple clouds simultaneously – demand a level of network elasticity that legacy infrastructure simply wasn’t designed for. Alkira’s argument is that they’re the smooth road that makes AI-driven infrastructure actually work in practice. For Canadian partners, Alkira has real resources on the ground: a solution architect based in Toronto, a dedicated channel account manager, and publicly referenceable Canadian customers including contact center provider ContactPoint 360. The Connect Partner Program, launched in March 2026, puts approximately 20 percent total margin on the table across base discount, rebates, MDF, and POC SPIFFs – with average initial deals around $500,000 USD and typical expansion of 4x in year one. Canadian partners interested in the conversation can reach the team at partners@alkira.com. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last sixteen years. I’m Robert Dutt, editor of ChannelBuzz.ca and your host for the show. If you were around when SD-WAN was the big disruptive idea in networking – the promise of simplifying branch connectivity, cutting costs, getting smarter about traffic – you probably also remember it didn’t quite deliver everything it promised. Not because the technology was bad, but because the underlying network architecture couldn’t keep up. You still ended up with complexity. It just moved somewhere else. That problem is essentially the founding insight behind Alkira. The company was built by Amir Khan and Atif Khan, the same team behind Viptela, the startup widely credited with creating the SD-WAN category before Cisco acquired it. What they learned in that experience is that SD-WAN, without a proper global backbone, just creates a different set of headaches. So they started fresh and built what they call NIaaS – Network Infrastructure as a Service – a cloud-native, consumption-based approach that abstracts the complexity of multi-cloud connectivity into something you could stand up, as my guest today puts it, with just a username and a password. The timing is not accidental, because what AI demands from a network – elasticity, low latency, the ability to reach distributed workloads almost anywhere instantly – is exactly what legacy infrastructure wasn’t built to handle. My guest is Doug Houghton, Director of Global Channels at Alkira. Doug has been in the channel a long time, knows the technology in a way that might genuinely surprise you coming from a channel chief, and has a lot to say about what it all means as a real business opportunity for Canadian VARs and MSPs. Let’s get right into it, my chat with Doug Houghton. Doug, thanks for taking the time. I appreciate it. Doug Houghton: It’s my pleasure. Thank you for having me on today, Robert. Robert Dutt: So you were part of the team that built up the SD-WAN market at Viptela back in the day. What did you learn there that told you the next big thing was going to be NIaaS, and why now? Doug Houghton: First off, that’s a great question. I felt a bit like a passenger in a car racing a thousand miles an hour when we were doing software-defined wide-area networking. What we learned was that without organizing your cloud infrastructure properly, your cloud bill gets ridiculously large – especially if you keep your control element decoupled from your data plane in the cloud with all these workloads churning. But what we really learned, and what’s applicable to what we’re now doing at Alkira, is that SD-WAN truly did deliver on its core promise. It allows customers to influence traffic based on link quality and improve the user experience. If you’re on a phone call and it starts to get goofy, you can move over to a better-performing link in real time without dropping the call. That’s powerful. And the same with data traffic. What I hadn’t fully thought through was what happens as global companies start to adopt SD-WAN and disaggregate across locations in Southeast Asia, China, Latin America, and everywhere else. The latency back to the control element isn’t easy to contend with. So you ended up with organizations making decisions that effectively created four separate, disparate networks for latency purposes. And that was not part of the original promise. What we learned was that you need a global backbone that’s high throughput and low latency. The edge can still be SD-WAN – there are real things in SD-WAN that people still want, whether that’s WAN optimization, deduplication, caching, policy-based routing, forward error correction. All of that still has practical application, and site-to-site communications are still needed in many use cases. But Alkira was built inside the cloud first, employing the same principle of decoupling control plane from data plane for scale. By abstracting the cloud infrastructure, we were able to remediate the latency that those four geographically dispersed networks created. We’re the global backbone – that middle mile with high throughput and low latency – and then you connect these clusters of SD-WAN networks together and all of a sudden the promise of SD-WAN gets a lot more consumable. You have a singular network managed from a singular control plane and element management orchestrator, and you can still get all the benefits of SD-WAN at the local sites. Robert Dutt So in plain language, a Canadian MSP or VAR is used to selling network hardware or managing someone else’s infrastructure. How is selling, deploying, and managing NIaaS different from what they’re already doing, and what makes that distinction important? Doug Houghton: Let’s take a half step back and talk about what NIaaS actually is. It’s Network Infrastructure as a Service. What Alkira does is abstract the cloud infrastructure and build a routed overlay on top of it. We think of it as a virtualized colocation facility that connects and normalizes communications across your entire network. For managed service providers and service providers, our solution accelerates bringing their customers to cloud applications, cloud workloads, storage, and everything else the cloud promises. The way I explain it to my mom – and I’ve told this joke once already today because I’m sitting in a partner’s office right now – is this: if you went to Russia, Japan, Argentina, and San Francisco all in one day and had to transact in each place, and you could speak the native language in each one, that would be ideal. What we focused on was normalizing communications regardless of the cloud service provider, colocation provider, data centre – private or public – or whatever type of router is at the branch office. As an MSP or service provider that comes in, what we give to our customers and partners is a username and a password. That lets you come in and – for your old-school folks in the audience – essentially etch-a-sketch your network together. You can turn a couple of knobs, and it’s not that we’ve cranked the amp up to eleven, we’ve just removed all the numbers and automated everything. It just knows what you want to do. It’s a routed BGP overlay with the control plane abstracted from it, so the forwarding plane can route around things like the CrowdStrike outage, or losing an AWS region – which happens more frequently than AWS would like to admit – or any cloud service provider incident. The multi-cloud reality has accelerated adoption, but it presents a new problem: you’ve got an AWS expert on staff, but you don’t have an Azure, GCP, OCI, or Alibaba Cloud expert. Those are all different languages. When I tell my mom that we normalize the communications between all the assets in the network and make it easy to connect to all of them, she gets that. For the MSP looking to monetize something new or add another revenue stream, we offer a couple of compelling things. In the middle of our stack, we place a solution inside the cloud – sitting in a VPC, VNet, VCN, or Google VPC – right in the middle of all the cloud, SaaS, and WAN workloads. We’ve pleased a lot of customers by lowering total cost of ownership through the consolidation of network services they already have in their environment, in the form of virtualized network functions. Take a Palo Alto firewall deployment – say you have fifty Palos out there, all talking to Panorama, with a security engineer managing policy centrally. Instead of having fifty firewalls on the ground, you consolidate them. You go from the ground – five to ten milliseconds to the nearest public cloud PoP – hop onto the Alkira fabric, and terminate that traffic on a virtual port on our exchange point. In the middle of that exchange point, sitting in a VPC or VNet, you place a Palo Alto virtualized network function. You get the IP address of the Panorama server, and if you didn’t tell the security engineer anything had changed, they would not know. The form factor changes, but not how they interact with Panorama, how they build policy, or anything about how they secure the traffic. That remains exactly the same. We virtualize the instance and place it on a global high-throughput, low-latency backbone inside our exchange point. We deploy exchange points in HA pairs, anywhere from 100 Mbps to 40 Gbps. The customer or service provider consumes one, and we maintain the other on their behalf – because every thirty days we’re fixing bugs and doing maintenance. We swing production workloads to the backup, do the work on the primary, then reverse the order, all while keeping these customers up and running. Because we’re delivering this as a service, it has to always be on. One of the most important architectural decisions we made from the start was ensuring those two exchange points are always running active-active in a full mesh configuration, buttressed by hundreds of other exchange points globally distributed – all synchronized and aware of each other’s states. Robert Dutt: You’ve said that legacy networks can’t handle what AI demands, specifically in terms of elasticity. Can you unpack that a little? When an MSP’s customer starts deploying language models or agentic workflows, what is it that actually breaks? Doug Houghton: Good question, and I’ll give you an honest answer. I’ve started to fall in love with Claude – I think it’s one of the coolest things in the world. I can do all sorts of creative things with it. But Claude isn’t talking only to me. He’s a bit of a flirt – he goes to a lot of different places to get knowledgeable about various things and produce the outcomes I’ve asked for. And those other places are where you run into problems. I used to say the three biggest AI providers are GCP, AWS, and Azure. That’s still largely true. But the likes of Anthropic and other AI labs are distributing LLM workloads everywhere. Without the right network underneath that, it’s like buying the hottest car and driving it down a pothole-filled road. What we offer is a high-throughput, low-latency, elastic network. If you need to turn it up in a heartbeat, you can. We helped complete the S&P Global and IHS Markit merger network integration in about a tenth of the time they expected, because we’re natively segmented. Think about those two networks as large datasets that AI agents need to access. You have to secure the traffic, and you need it to be elastic – able to reach anywhere, instantly, to produce the outcome the agent was asked for. The ability to go anywhere on a road that’s smooth as glass, in the hottest car possible – that’s what we offer. Our network infrastructure solution is an abstraction: a forwarding plane that goes everywhere, and your imagination is really the only limitation. Speed, elasticity, and securing access – even for agentic, self-directed workflows – it’s still a critical element. And nobody – I said this earlier today, so I’ll say it again – networking is not really sexy until it doesn’t work. If I have to get in and route-peer and manually configure transit gateways, I’m going to punch myself in the face repeatedly. I just don’t want to do it. It slows everything down. I can automate it with Terraform, sure. But I want to consume it now. I want to prompt it now. I want the outcome now. Robert Dutt: You’ve launched Alkira NIA, your AI co-pilot and network infrastructure assistant, along with an MCP server last year. It’s interesting – you’re essentially putting AI on top of the infrastructure that’s enabling AI. What does NIA actually do for an MSP’s day-to-day operations? Doug Houghton: Maybe I have a limited imagination, but I still use it like a utility. NIA is great because it allows you to search through all our documentation in a more organized way. We have amazing documentation – there’s a lot of it – and when you’re looking for a specific configuration or something captured in a knowledge base, that tool is really useful. But continuing the utility theme: how do I do something? If I want to create a micro-segment to distribute to a bunch of business units, or build an isolated Layer 3 routing table and get it to various business units, and then set up billing with specific billing tags for each segment – I know how to do that because I’ve done it many times. But a new user may not. You can use the NIA agent to search the documentation, search previous implementation notes, best practices, all of that. That’s real value. But you can also ask it something like “why is the sun bright” and it won’t return the answer you expect. I’ve done that too. Robert Dutt: Let’s talk about the Connect Partner Program and the economics. You’ve got the Partner Profit Stack – tiered margins, quarterly rebates, MDF, SPIFFs, the Connect Pipeline Fund. It’s a full toolkit, and it’s stuff partners have seen before. What’s the real math? What does a Canadian MSP at the Premier tier actually walk away with on a typical deal after they’ve done the work? Doug Houghton: Usually about nineteen percentage points – maybe a little more. On the pre-sale side, when we get into a POC, our Premier partners can earn a $1,000 SPIFF. We close about 85% of our POCs, so there’s real value in that. Add in the rebates and MDF access, and the total haul is closer to 20% on each deal. Worth mentioning: we’ve been a 100% channel company since May 2022. My partner David Klubinoff, my technical counterpart – we worked together at Viptela and we started the Alkira channel together. It took a couple of weeks to convince our CEO that going 100% channel was the right call. I think he’s a believer now. We’ve driven significant revenue for the company, and our partners are our thought leaders – out in the market talking about our solution and solving customer problems. I was in Chicago yesterday doing a technical enablement session with thirty-plus SAs and SEs. We had the classic SD-WAN questions, and a lot of questions about segmentation and M&A. There’s enormous consolidation happening in insurance, healthcare, and other sectors, and the overlapping IP address problem that comes with mergers is something MSPs face all the time. We’ve entirely simplified that. You build a NAT policy right in the solution and the overlapping IP issue is resolved within an hour. In the case of S&P Global and IHS Markit, they thought their merger network integration was going to take a couple of years. The issue was largely the overlapping IP addresses – IHS couldn’t talk to the HR applications at S&P, and vice versa, plus all the other interdependencies. You need a fast way to solve the overlapping IP problem before you can even get to the real work. That’s been a core design element of our solution from the very start: take care of the small things, and people can move faster and get to market faster. Our biggest MSP – and this is a publicly referenceable customer – is CEDA, a French-based organization that provides managed network services to 95% of the world’s airlines. For them, it means being able to turn up a new customer faster, connecting on-premises assets to their control elements so they can begin actually managing that network. Speed, and the efficiencies and cost reductions that come from it – that’s what it does for all MSPs. If you’re consolidating fifty firewalls into virtualized functions, you’re making a good commission, getting MDF support, quarterly rebates, and a SPIFF when you engage us collaboratively on a POC. All of that happens at an accelerated rate. I’ve been screaming from the mountaintop about our solution for about four years. Invariably, you’d walk into a room, say “Hi, I’m Doug Houghton from Alkira,” and they’d say “Who?” That’s starting to happen a lot less, which is a genuinely nice thing. Over the last twelve to twenty-four months, the business has grown exponentially, the diversity of our partner ecosystem has increased, and partner margins have been very healthy. The tiered structure was really about celebrating partners who have invested in us. Honestly, I’m waiting for the day my boss tells me to stop incentivizing partners – because when that happens, I’ll know we’ve hit the apex. Our partners will be generating so much revenue that someone gets uncomfortable with what we’re paying out. I can’t wait for that day. Some of the more interesting things in the program came from actually listening. I went around and talked to a bunch of partners about their ideal partner programs and built from there. And one of the realizations – I thought it was significant – was what we were actually doing on the post-sale side. We white-glove every implementation right now, because it’s critically important to us. We haven’t lost a customer, and we intend to keep it that way. But that doesn’t scale forever. So the question became: why don’t we help our partners productize the post-sale work? We built a product catalog, a pricing calculator, and a new partner portal we’re about to release, with its own AI agent for searching market assets. The product catalog was a light bulb moment. We pay healthy margins on the pre-sale side at every tier of Alkira Connect. But we had never touched the post-sale side at all. We’re largely automated and NIaaS is as simple as possible to consume – a username and a password. My thirteen-year-old could configure a network, and she’s really smart. But there’s still some implementation work. You still need to build policies in Panorama. There’s still DDI work. There are still services that partners can benefit from – and all partner types, MSPs, VARs, master agents, sub-agents, service providers, now have a post-sale commission opportunity. Robert Dutt: You mentioned services – you’ve got services attach plays around modernization assessments, segmentation design, migration sprints. Starting from zero, how long does it realistically take a partner to get their first deal with those services attached through the door, and what does the ramp look like? Doug Houghton: There’s a lot in that question. Let’s take a half step back. We have virtual sales and go-to-market training – three modules – and then five or six technical training modules. We’ve got a lab-in-a-box environment, foundational and advanced technical training, and DDI training. Partners typically start there. Then we run regular in-person and virtual sessions – one partner has regular office hours with me, my SE counterpart David, or our architect Christopher Arenas, and we just invite partners to come and ask questions. Getting partners genuinely comfortable with the technology is the most important thing we do, because nobody goes out and sells anything unless they’re confident they can explain how Alkira solves their customer’s problem. That’s what I’m doing in Chicago today. Our customers tend to be fairly large. We’ve got our first Fortune 10 customer now. The more complex the network, the larger and more global the deployment – multiple countries, security vendors, firewalls, DDI providers, load balancers, service providers, colos. We sit right on top of all of that. The average sales cycle is about 190 days – a little over six months. A newly enabled partner might encounter an M&A overlapping IP use case, recognize the problem, and say “I think we can solve this with Alkira.” They go through a POC together with us, the customer commits, and that first deal closes around 190 days. A little class week: it’s actually 190 and a half. The average deal size is about $500,000 USD. We then see significant expansion: typically 4x growth in the first twelve months after the initial close, and around 8x in the second twelve months. Real incentive to stick with it. We’re loyal – if the customer doesn’t kick the partner out, we go to bat with that partner on every expansion deal. We land, then expand, with the same partner. BNSF, one of our other public references, has expanded several times to address more and more use cases. The solution gets sticky and customers are genuinely surprised by how easy it is. On the post-sale side, we come in and help with implementation, especially early on. But we’re reaching the point where more capable partners can handle it themselves. We’re building a post-sale certification for Alkira right now. In the meantime, we ride shotgun through the first couple of implementations – virtually in Slack or in person – until partners are fully up to speed. All partners have access to our Slack channel, along with our entire solutions architecture and SE staff. One partner working on a Fortune 10 engagement has a great habit of putting a subject header in Slack and starting a conversation. He’s been on services at this customer for three or four months – a significant engagement. He’s the one who originally described the network as a “spaghetti mess,” which I still chuckle about. I actually built the product catalog based on those Slack headers – pulled them together, socialized them with a group of partners, got input, and built from there. To directly answer your question: you’ve got to get through that first deal, and we’re going to ride shotgun with you through the first couple of implementations. The partner learns, gets comfortable, can monetize it, and can deliver independently from there. We have no illusions about going back to being a direct company after May 2022. It’s ride or die – 100% channel, and we enable our partners to solve their customers’ problems and support them while they do it. Because our partners have been our biggest growth engine. Robert Dutt: You’ve talked about a goal of doubling revenue through partners. What does the ecosystem look like when you get there? This sounds like it could primarily be a GSI or large integrator play, given the customer complexity you’re describing. Or do you genuinely see a path for mid-market MSPs and VARs to build a meaningful NIaaS practice? Doug Houghton: Another tough question. Yes, I do have GSIs as partners. We have a fairly robust and diverse partner ecosystem, and we see small shops rising up while larger shops are moving a bit more slowly, honestly. We’re still in that brand awareness honeymoon period – people are realizing our technology is compelling, getting themselves enabled. Some large partners we’ve recently brought on are still ramping. The biggest and most established organizations aren’t yet as capable as they will be, but we’re working diligently on that. Some of our smaller partners, on the other hand – I’m thinking of a friend of mine in Utah who is just an absolute champion. He knows our solution better than almost anyone. He closed six or seven deals in the past year, supported the implementations, did it largely on his own, because he’s curious, motivated, read all the documentation, and has been through full implementation cycles with us. He works at a ten-person shop. They just happen to have really good customers, and he knows the solution cold. So we’re at different stages with different partners in terms of maturity. The answer to your question is genuinely both. The small shop in Utah and the large national partner dedicating more resources as they see more customer problems Alkira can solve – we see wins across both. In the networking space, a six-month sales cycle is about as fast as it gets. I’m giving you a username and a password and you’re going in and connecting all of a customer’s assets together. The path exists for partners of every size. Robert Dutt: You’ve called out Canada specifically in your expansion plans, alongside the UK, EU, and the Middle East. What does that look like operationally – localized support, a Canadian channel team – or is it more of a global platform available to Canadian partners? Doug Houghton: Let’s talk personnel. We have a dedicated rep in eastern Canada, based out of New Hampshire, and a brilliant solutions architect just outside of Toronto. We’ve got a channel account manager – very capable teammate of mine, Savannah Stone – and the entire global solutions architecture staff accessible via Slack. We recently closed a very significant logo in Canada – a large insurance company – and our publicly referenceable Canadian customer is ContactPoint 360, a contact centre and BPO provider. They wanted to connect their Latin American operations back to Canada and couldn’t find an effective way to do it without us. We route them through the US West region, and the results have been excellent. We’ve also added CDW Canada as a partner, and I’ve got a value-added distributor that helps with field events. It’s not a massive footprint yet – it’s a bit of “they come first, then we build” – but there is a tremendous amount of opportunity in Canada and in Latin America that I’m genuinely excited about. Nobody’s told me no yet on spending budget, so here we go. A great story on the Canadian side: a gentleman named Chris Thelosinos, an architect and consultant who works with others in our space, is a member at a wine shop in Toronto. During the Toronto International Film Festival last year, we hosted a wine event right next to TIFF. I don’t drink alcohol, so it was entirely about the conversations for me – and I had the best time. We had significant customers come out, and the demand for simplicity, ease of implementation, and everything Alkira does well was just as strong in Canada as anywhere else. The market need is real. We talk about global backbone as a service all the time. Connecting China to San Francisco carries a distance and time tax, but it’s easy to configure. For organizations navigating geopolitical complexity around China access, or needing GPU connectivity in and out, we just abstract the Azure and AWS mainland China instances. They operate the same way as their Canadian or US equivalents. And you can consume it pay-as-you-go – stop using it, stop paying for it. That’s a compelling model for MSPs looking to grow into different regions. Robert Dutt: Last question then. For that Canadian MSP who’s listened to this and is thinking, “This sounds like a real opportunity” – what’s the one thing you’d want them to take away and act on? Doug Houghton: I’d ask them to go to partners@alkira.com and send us a note. And I will ply them with all sorts of content – videos, learnings, deal registration information, everything they need to get started in the space. Tongue in cheek, and also completely seriously: partners@alkira.com. If you’re looking to grow your business as a managed service provider – managed network, managed security, managed load balancing, managed DDI, managed connectivity – we’re a really great place to start. Because it’s never unpopular to walk into a customer and solve their problem quickly and say, “I can help you with X, Y, and Z, and I can do it in the next couple of hours – and that’s going to drive a total cost of ownership savings of 40 to 70%.” Nobody ever kicks you out of the office when you say something like that. Robert Dutt: Amazing. Doug, I appreciate you taking the time. Thank you very much. Doug Houghton: Robert, thank you for the engaging conversation. I hope your listeners get some good stuff out of it. Robert Dutt: There you have it – Doug Houghton from Alkira. I’d like to thank Doug for his time, and honestly for being one of the more entertaining guests I’ve had on in a while. “Networking is not sexy until it doesn’t work” is a line I’m going to be thinking about for a while. Thanks to you for listening as well. If this conversation sparked something – whether it’s curiosity about NIaaS, the AI infrastructure angle, or what roughly 20% total margin on a $500,000 average deal could do for your business – Doug made it easy for you to take the next step. Drop a note to partners@alkira.com. That’s the front door. And from what I heard today, they will absolutely get back to you. Here’s the thing that stuck with me most in this conversation: the argument that the AI moment isn’t just a software or services play. It’s going to force a reckoning with network infrastructure that a lot of organizations have been deferring for years. The partners who treat that reckoning as an opportunity rather than a fire drill are probably going to look very smart in about three years. If you’re finding the In The Channel podcast from ChannelBuzz.ca useful, the best thing you can do is follow or subscribe wherever you get your podcasts. We’re on Apple Podcasts, Spotify, YouTube, and most major directories. And if you’re enjoying the show, ratings and reviews are genuinely appreciated – they help other people in the Canadian channel find us. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Adam Mead is a professional investor, CEO of Mead Capital Management, and author of the 850-page second edition of The Complete Financial History of Berkshire Hathaway — one of the most exhaustive chronicles of Warren Buffett's conglomerate ever written.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/3:00 – Adam explains why a second edition was necessary: the pandemic, Apple's rise to 50% of the portfolio, Allegheny and Pilot acquisitions, Japanese trading houses, losing Charlie Munger, and Buffett's retirement 5:58 – Berkshire's underlying philosophy hasn't changed — it's the world that changed; living through history feels more intense than researching it on the page 8:25 – Why Buffett sold the airlines: as largest shareholder, Berkshire could have blocked bailout funds, putting the airlines' survival at risk 11:28 – New investment cases rhyme with the past; patient capital allocation works; $72B in share repurchases between 2020–2024 was the real “elephant” 15:22 – Japanese trading houses financed with 1% yen-denominated debt — currency-insulated and opening future partnership opportunities 17:56 – The new chapters are Buffett's final years; succession to Greg Abel was methodical, not sudden; Greg made material improvements visible in the financials 22:01 – Global expansion under Greg Abel could be Berkshire's next chapter, following Fairfax's playbook 23:50 – Sum of the parts walkthrough: $373B cash (~$320B deployable), $234B equities (after Apple adjustment and deferred taxes), BNSF $80-90B, BHE ~$70B, MSR businesses ~$205B, insurance underwriting ~$42.5B, minus $22.5B holding company debt = just over $1 trillion intrinsic value 44:41 – S&P underperformance is more about the index going “nuts” than Berkshire missing something 48:47 – Cash buildup is confluence, not structural: Apple gains, expensive market, Berkshire shares at/above intrinsic value — like a water balloon filling up 56:41 – Berkshire's edge: de-emphasize information, emphasize continual learning, patience, and underappreciated liability management 1:00:54 – AI won't replace conviction; if it could be done by clicking a button, the advantage negates itself 1:10:15 – Conviction requires deep work; shallow roots won't hold through volatilityPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Colorado's Front Range is one of the most obvious “should have a train” corridors in the United States, yet the Denver to Boulder to Fort Collins connection has stalled for decades. We dig into what's changing and why a new Front Range passenger rail push is suddenly picking up real momentum, including the practical realities that have blocked progress before: freight railroad ownership, dispatching priorities, and the price of buying access to the BNSF corridor.We walk through the current proposal for the Colorado Connector “CoCo,” focusing on the most likely phase one starter service between Denver and Fort Collins with intermediate stops like Boulder, Longmont, and Loveland. We get specific on the numbers, the plan to launch with just three daily round trips, and the pros and cons of treating rail as a pilot service. Is limited frequency a smart way to control costs and prove demand, or does it make the train too hard to use compared to a 40-minute drive?Subscribe for more deep dives on transit, share this with someone stuck on I‑25, and leave a review telling us where you land: invest in rail now, or scale what's already working on the bus network?Send us Fan MailSupport the show

In this episode of Supply Chain Connections, Brian Glick sits down with John Anderson, Operating Partner at Greenbriar Equity, to unpack the role of private equity in the transportation and logistics industry. John shares insights from over two decades of investing in and operating supply chain businesses, offering a clear view into how private equity firms evaluate companies, create value, and drive growth.The conversation explores what private equity really means for companies and employees, how leadership and culture impact outcomes, and where technology—especially AI—is shaping the future of logistics.Key topics discussed include: What private equity firms do and how they invest in logistics companies How value is created through growth, operations, and M&A strategies Why combining companies can unlock cost and revenue synergies The importance of leadership, culture, and decision-making in PE-backed businesses How employees can better understand and adapt to private equity ownership The evolving role of technology and AI in supply chain operations Why AI is more about better decision-making than just cost reduction How time horizons influence investment decisions and company strategy The long-term outlook for logistics and the role of capitalism in industry growthJohn also shares his perspective on how innovation, data, and automation are reshaping the industry—and why logistics remains one of the most dynamic and essential sectors in the global economy.About the Guest:John Anderson is an Operating Partner at Greenbriar Equity, where he focuses on investing in and growing transportation and logistics companies. With over 25 years of experience in private equity and a background that includes leadership roles at Fenway Partners, BNSF, CSX, and McKinsey & Company, John brings deep industry expertise across operations, strategy, and M&A.Discover Greenbriar EquityConnect with BrianFollow Chain.io on LinkedIn

Rail-freight demand is subdued but stable as economic uncertainty and shifting global trade patterns cloud near-term volume expectations. In this Talking Transports podcast, BNSF Chief Marketing Officer Tom Williams joins Bloomberg Intelligence’s Lee Klaskow to discuss the railroad’s demand outlook. Williams highlights the railroad’s improving service, noting that consistent transit times are key to converting more truckload freight to rail. He also outlines how investments in technology, infrastructure and network efficiency have reduced dwell times and improved velocity across the system. The conversation covers trade volatility, tariff impacts on import flows, the proposed Union Pacific–Norfolk Southern merger and why he’s still celebrating his beloved Indiana Hoosiers’ national championship in college football.See omnystudio.com/listener for privacy information.

ATLP Rewind - Originally Released February 11, 2025On this month's Talking Ops with Don Irace, we're talking big operations with the owner of the BNSF Fall River Division, John Parker. John shares with us what it's like to prepare for and manage operations on his large layout. From track cleaning to crew selection and keeping them all busy, John gives a deep dive into what it takes to keep the BNSF moving.Learn more about this episode on our website:aroundthelayout.com/rewindThank you to our episode sponsor, ScaleSigns.com:https://scalesigns.com/Thank you to our episode sponsor, Oak Hill Model Railroad Track Supply:https://ohrtracksupply.com/Thank you to our episode sponsor, Tully Models:https://tullymodels.comVisit our website at aroundthelayout.comBecome a member of our Operating Crew for chances to win and much more!aroundthelayout.com/crewAround The Layout Podcast is a production of Thirty Five Productions LLC©2026 Thirty Five Productions LLC. All rights reserved.The views and opinions expressed by hosts and guests are their own and do not necessarily reflect those of Thirty Five Productions LLC or our sponsors.Use of any trademarks or trade names is for identification purposes only and does not imply endorsement.No portion of this podcast may be reproduced, distributed, or transmitted in any form or by any means without the prior written permission of Thirty Five Productions LLC, except for brief quotations used for purposes of review, commentary, or promotion.

Ihr kriegt aktuell 25 € vom Scalable-ETF, wenn ihr ein neues Konto eröffnet und nutzt. Dazu unterstützt ihr auch noch diesen Podcast. Mehr Infos gibt's hier. Netflix zieht sich aus Warner-Deal zurück und kassiert 2,8 Mrd. $ Strafe. Paramount steigt 20%. OpenAI sammelt 110 Mrd. $ ein, Amazon größter Investor. USA greifen Iran an. Block streicht 40% der Jobs. Dell boomt dank KI-Servern. Privatkredit-Sorgen drücken Banken. Buffetts Nachfolger Greg Abel schreibt seinen ersten Aktionärsbrief. Näher dran, strenger im Ton. BNSF soll Margen-Gap schließen, Pilot muss Nummer 1 werden. Berkshire Hathaway (WKN: A0YJQ2) bleibt konservativ. Carrefour (WKN: 852362) zieht sich auf drei Kernmärkte zurück. KGV von 9, Dividendenrendite von 6%. Schafft CEO Bompard den Tesco-Turnaround? Mehr zu Laurenz Malte Nienaber erfahren. Diesen Podcast vom 02.03.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

A federal court ruled Tuesday that BNSF Railway can't be held liable for vermiculite shipments that spread asbestos contamination along its tracks in Libby.

Host Taylor Inman details the major shifts coming to Northwest Montana this year, starting with a significant overhaul of visitor access in Glacier National Park. As the park officially ends its vehicle reservation system, officials are introducing a new ticketed shuttle service and a three-hour parking limit at Logan Pass to manage congestion. We also look at the extensive construction schedule for 2026, including utility and road projects at Two Medicine and St. Mary that will result in seasonal closures.The episode also breaks down the 2026 Economic Outlook for the region. Despite a national "no hire, no fire" economy, Flathead County continues to lead Montana in employment growth, fueled by persistent in-migration and a rebounding multi-family housing market. Finally, we cover a $2.3 million jury award in a personal injury lawsuit against BNSF Railway involving a longtime Whitefish engineer, marking a major legal conclusion to a three-year battle.A big thank you to our headline sponsor for the News Now podcast, Loren's Auto Repair! They combine skill with integrity resulting in auto service & repair of the highest caliber. Discover them in Ashley Square Mall at 1309 Hwy 2 West in Kalispell Montana, or learn more at lorensauto.com. This summer, we followed the Brist family from their fifth-generation Montana farm to the bright lights of the Northwest Montana Fair. From early morning chores to the intensity of the show ring, their journey shows the hard work, tradition, and bittersweet goodbyes that come with raising livestock. Discover Season 4 of our Deep Dive podcast, From Farm to Fair — coming Sunday, September 21st! Visit DailyInterLake.com to stay up-to-date with the latest breaking news from the Flathead Valley and beyond. Support local journalism and please consider subscribing to us. Watch this podcast and more on our YouTube Channel. And follow us on Facebook, Instagram and X. Got a news tip, want to place an ad, or sponsor this podcast? Contact us! Subscribe to all our other DIL pods! Keep up with northwest Montana sports on Keeping Score, dig into stories with Deep Dive, and jam out to local musicians with Press Play.

Send us a text and chime in!The City of Flagstaff is aware of an operational issue with the wayside horn system at both the Fanning Dr. and Steves Blvd. railroad crossings. This issue has resulted in trains blowing their locomotive horn when passing these crossings over the last several days. BNSF Railway has determined that while the wayside horns located at each crossing are operating correctly, the signals that inform approaching train crews that the wayside system is operational are malfunctioning. This issue is caused by an accumulation of frozen snow on the system sensors and triggers BNSF engineers in approaching trains to blow the locomotive... For the written story, read here >> https://www.signalsaz.com/articles/flagstaffs-train-noise-mystery-explained/Check out the CAST11.com Website at: https://CAST11.com Follow the CAST11 Podcast Network on Facebook at: https://Facebook.com/CAST11AZFollow Cast11 Instagram at: https://www.instagram.com/cast11_podcast_network

Welcome to the American Railroading Podcast! In this, our first episode of Season 4, our host Don Walsh is our guest. Don takes us on a journey through 2025 and gives us a recap of each of the podcast episodes from Season 3 along with a look behind the scenes and shares his thoughts not heard before on the episodes themselves. Don also discusses audience feedback and his favorite moments from Season 3, after which he gives his thoughts on where the industry is headed in 2026 and some hints on where the podcast is headed in Season 4. Tune in to this episode to gain valuable insights and broaden your understanding of American Railroading! You can find this episode including episode videos and more on the American Railroading Podcast's official website at www.AmericanRailroading.net . Welcome aboard!KEY POINTS: The American Railroading Podcast remains in the Top 10% of all podcasts globally with a 300% increase in downloads in the last year!The STB offers Stakeholder Committees including the Railroad Shipper Transportation Advisor Council, the Rail Energy Transportation Advisory Committee, the National Grain Car Council and the newly created Passenger Rail Advisory Committee.President Trump's proposed plan to improve the economy and reduce inflation is said to be like spokes on a wheel including reducing the cost of energy by increasing production, reducing government spending, reducing regulations and restrictions, reducing taxes and bringing manufacturing back to the U.S.While intermodal railcars make up only 4% of the U.S. national fleet, 48% of all U.S. rail traffic is generally intermodal rail shipments.Using Ai technology, the Duos Technologies - Railcar Inspection Portal (RIP) can inspect railcars at operating speeds from 3 MPH to 125 MPH, and report findings within 60 seconds.Most new tank car builds (at this time) are due to replacement needs as tank cars age out.Today there are approximately 2 million registered railcars in the U.S. national fleet, of which 22% (or 440,000) are tank cars, all of which require HM-216b qualification at regular intervals.Founded in 1838, Galveston, an island port city in Texas, quickly became the major hub for trade and immigration for not only Texas, but the entire southwest United States, and was the home of the first operating railroad in Texas, founded in 1850.The issue with tariffs isn't whether they're good or bad, it's that they keep fluctuating, they're not consistent, which makes it hard for businesses to plan.While there are 6 Class 1 railroads in the U.S. (UP, BNSF, CSX, NS, CN, and CPKC), there are 603 short line railroads.The AAR establishes safety, security and operating standards that provide seamless and safe operations across America's nearly 140,000-mile freight rail network.Don Walsh gives his opinion of the industry outlook for 2026!LINKS MENTIONED:

We got an update on the DOJ oversight, the BNSF deal and an economic outlook for 2026 from Supervisor Galvin with Maricopa County

Left-wing activists gathered in Seattle last night to pay tribute to the woman killed in the Minnesota ICE shooting. Washington Republican warns wildfire fund bill could hike electricity rates statewide. Guest: Saul Spady on the upcoming annual Steven Hauschka Pong tournament. // Big Local: A Redmond business owner is pleading with the city for bollards after repeated smash-and-grabs. BNSF is being sued for installing boulders to block homeless encampments in Vancouver. // Fridays with Jake Skorheim: Conan O’Brien calls out comedians that do nothing but bash Trump.

5pm: Top Stories Recap / Updates // Brian Heywood qualified 2 initiatives for Nov 2026 ballot // Washington State’s Tax Blitz // Washington's 95% nicotine tax drives customers across state lines to Idaho // Lawsuit claims BNSF illegally placed boulders to block homeless camps in Vancouver // Mercer Island Police take serving and protecting to a new level with DoorDash delivery // Video Guest – Talking Sports With Ry // Here’s who No. 1-seed Seahawks could face in NFL playoffs as dust settles // Ex-Seahawks coach Pete Carroll fired by Raiders // Letters

BNSF CEO: Rail merger still a “significant threat” to economy, consumers covers the intensifying opposition to the proposed Union Pacific and Norfolk Southern merger, as rival BNSF warns of potential service failures and higher rates. CEO Katie Farmer argues that the deal fails to meet regulatory requirements and offers public benefits that could otherwise be achieved through simple collaboration. We also analyze the "Chart of the Week" in Inventory management strategy shifts once again, which highlights a move toward leaner inventories after periods of over-ordering and destocking. This strategy increases the value of agile transportation services but carries the risk of missed revenue opportunities if demand suddenly spikes. Finally, we look at a discrimination lawsuit in Judge denies summary judgment in deaf driver applicant's rejection, where a federal judge ruled that a case against Wilson Logistics will proceed to trial or settlement. The suit alleges the company illegally refused to hire a qualified deaf driver who held a valid federal hearing exemption. Learn more about your ad choices. Visit megaphone.fm/adchoices

BNSF CEO: Rail merger still a “significant threat” to economy, consumers covers the intensifying opposition to the proposed Union Pacific and Norfolk Southern merger, as rival BNSF warns of potential service failures and higher rates. CEO Katie Farmer argues that the deal fails to meet regulatory requirements and offers public benefits that could otherwise be achieved through simple collaboration. We also analyze the "Chart of the Week" in Inventory management strategy shifts once again, which highlights a move toward leaner inventories after periods of over-ordering and destocking. This strategy increases the value of agile transportation services but carries the risk of missed revenue opportunities if demand suddenly spikes. Finally, we look at a discrimination lawsuit in Judge denies summary judgment in deaf driver applicant's rejection, where a federal judge ruled that a case against Wilson Logistics will proceed to trial or settlement. The suit alleges the company illegally refused to hire a qualified deaf driver who held a valid federal hearing exemption. Learn more about your ad choices. Visit megaphone.fm/adchoices

The BNSF development project continues to move forward despite a vote by the Maricopa County Board of Supervisors deciding not to fix a mapping error. Laura Deaver, Wittman resident, joined the show to explain why people are opposing this project.

The 100-year-old P Judge and Suns Trucking and Warehousing Company filed for Chapter 11 bankruptcy protection in New Jersey, listing both assets and liabilities between $1 million and $10 million. The podcast covers the ongoing debate surrounding the proposed merger between Union Pacific and Norfolk Southern, which UP CEO Jim Vena advocated for at the RailTrends industry conference. Vena stressed that the United States should not be the only country in North America without seamless rail service, noting that the merger is necessary to enable railroads to compete with the trucking industry. Strong opposition to the deal comes from Western Railroad BNSF, which views the merger as a disruption that would likely lead to a reshaping of the entire North American Rail Network. BNSF's chief marketing officer highlighted that customers are not advocating for the merger, and that existing transcontinental options are already practical through collaboration. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 100-year-old P Judge and Suns Trucking and Warehousing Company filed for Chapter 11 bankruptcy protection in New Jersey, listing both assets and liabilities between $1 million and $10 million. The podcast covers the ongoing debate surrounding the proposed merger between Union Pacific and Norfolk Southern, which UP CEO Jim Vena advocated for at the RailTrends industry conference. Vena stressed that the United States should not be the only country in North America without seamless rail service, noting that the merger is necessary to enable railroads to compete with the trucking industry. Strong opposition to the deal comes from Western Railroad BNSF, which views the merger as a disruption that would likely lead to a reshaping of the entire North American Rail Network. BNSF's chief marketing officer highlighted that customers are not advocating for the merger, and that existing transcontinental options are already practical through collaboration. Learn more about your ad choices. Visit megaphone.fm/adchoices

Maricopa County supervisors are weighing a $3.2 billion BNSF rail hub northwest of the Valley near Wittmann. The project promises up to 50,000 jobs and more than $250 million in tax revenue, with chambers of commerce calling it “transformative.”

In this episode, Stig Brodersen speaks with Tobias Carlisle — founder and managing director of Acquirers Funds — about Warren Buffett's timeless approach to risk. Drawing from Tobias's new book, Soldier of Fortune, they explore how ancient wisdom, especially from The Art of War, reveals the deeper logic behind Buffett's biggest and most misunderstood investing decisions. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:03 - Why the deal between General Re and Berkshire Hathaway was a masterstroke 00:16:48 - What the ancient text of the art of war can teach us about today's financial markets 00:27:28 - Why did Buffett buy BNSF when it's highly capital-intensive 00:36:28 - Why Apple was – perhaps – the best trade Buffett ever made 00:56:04 - Why Buffett's investment in Japan is in total alignment with the culture of Berkshire Hathaway 01:12:36 - If Berkshire Hathaway is more or less risky than the S&P 500 And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Tobias Carlisle's book, Soldier of Fortune – read reviews of this book. Tobias Carlisle's podcast, The Acquires Podcast. Tobias Carlisle's ETF, ZIG. Tobias Carlisle's ETF, Deep. Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book. Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com. Tweet directly to Tobias Carlisle: @Greenbackd. Related ⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠: Simple Mining Unchained HardBlock Kubera Vanta Shopify reMarkable Onramp Public.com Abundant Mines Horizon Support our show by becoming a premium member! ⁠⁠⁠⁠⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Welcome to the American Railroading Podcast! In this episode our host Don Walsh is joined by guest Chuck Baker, President of the American Short Line & Regional Railroad Association (ASLRRA). Together they discuss the story of the American short line railroads including their origins, their near demise due to regulations and increased trucking, their re-birth after deregulation, their significant role and impact on the U.S. economy, the effect of a government shutdown on the industry, and much more. Tune in to this episode to gain valuable insights and broaden your understanding of American Railroading! You can find this episode and more on the American Railroading Podcast's official website at www.AmericanRailroading.net , and watch our YouTube Channel at the link below. Welcome aboard!KEY POINTS: The American Railroading Podcast remains in the Top 10% of all podcasts globally, now downloaded in 58 countries around the world, on 38 podcast platforms!Although growing up in Baltimore, MD., Mr. Baker is a graduate of Rice University in Houston, TX.Prior to becoming President of the ASLRRA, Chuck was a lobbyist specializing in government affairs in Washinton, DC for 15 years representing railroad clients before the Federal Government, including Congress & administrative agencies such as the DOT,FRA, STB, DHS & TSA.Don and Chuck discuss what criteria determines a Class 1 railroad.A short line railroad's role is to be the “First Mile, Last Mile” provider to local and regional businesses and communities, working in conjunction with Class 1 railroads.While there are 6 Class 1 railroads in the U.S. (UP, BNSF, CSX, NS, CN, and CPKC), there are 603 short line railroads.Short line railroads are a great American success story, employing 17,800 employees nationwide, contributing significantly to the U.S. economy.Chuck shares his opinion on the effect of a government shutdown on the railroad industry.The ASLRRA offers its members not only advocacy, but also training, grant assistance, disaster preparedness, education funds & industry scholarships, environmental initiatives, webinars, industry events, and more.If you like what we do, please leave us a 5-Star Review…and please Share the episode!LINKS MENTIONED: https://www.americanrailroading.nethttps://www.therevolutionrailgroup.com https://www.youtube.com/@americanrailroadingpodcast https://www.buymeacoffee.com/dwalshX https://www.enviroserve.com https://www.ASLRRA.org

For decades, Libby residents have lived with the deadly aftermath of asbestos exposure from a closed vermiculite mine. It contaminated the local baseball fields where kids played, it was in gardens, and it insulated homes. Hundreds have died from asbestos-related diseases. Two families were awarded damages from BNSF Railway in 2024. Now the railway is appealing that decision, saying it's not liable for those deaths.

Challenges and Triumphs in Industrial Development with Dan Balmelli In this episode of the Industrial Advisors podcast, hosts Bill Conant and Matt McGregor welcome Dan Balmelli, a principal engineer at Barghausen Consulting Engineers. With over 40 years of experience, Dan shares insights into the complexities of industrial development in Washington State, discussing difficulties related to environmental regulations, land scarcity, and community pushback. He highlights notable projects, including the Sumner Ridge and BNSF sites, and emphasizes the importance of problem-solving and client relationships in achieving market dominance. The episode also covers upcoming policy changes that may impact future developments. 00:00 Introduction and Guest Welcome 01:12 Dan Balmelli's Background and Firm Overview 02:25 Challenges in Industrial Development 04:37 Market Share and Success Factors 07:46 Policy and Regulatory Changes 11:45 Challenging Projects and Case Studies 15:05 Smooth Projects and Final Thoughts 16:12 Conclusion and Farewell

What would you do if you discovered a passion for operations well into your layout build? Our guest on this episode of Talking Ops with Don Irace, Mark Herrick, did just that and tells us how he took what he started, and with some inspiration and guidance from a good friend, turned his BNSF Montana Division that was originally designed for two and used artistic licence to turn it into an operations layout that hosts up to six and provides a diverse list of jobs. Mark talks about recreating lost industries to enhance the experience and how a layout owner should approach the process of developing jobs.Learn more about this episode on our website:aroundthelayout.com/193Thank you to our episode sponsor, Spring Creek Model Trains:https://www.springcreekmodeltrains.com/Thank you to our episode sponsor, Home Shops:https://homeshops.net/

This episode conducts a deep dive into the current volatility of the freight market, focusing on how agility is the critical metric for survival and success. Using recent ATBS data, we analyze how successful owner-operators are improving their net income, despite rising fixed costs, especially maintenance, by maintaining stability and focusing on calculating their contribution margin. New tariffs on imported heavy-duty trucks are expected to curb new truck orders, leading to a predicted rise in used truck prices due to scarcity. Meanwhile, on global ocean lanes, Asia-to-US West Coast container rates dropped another 15% last week, forcing carriers to blank about 13% of scheduled sailings to stabilize rates amidst ongoing trade risk . Not all global movement is weak, as the Port of Savannah stands out, having handled over 534,000 TEUs in August, due in part to infrastructure adaptation like the new fast-track routing system. We also cover the major policy fight concerning the Union Pacific-Norfolk Southern merger, which BNSF argues will hurt competition and service, while the merging parties claim it will boost volume with single-line options. In transportation technology, Einride achieved the world's first cabless electric fully autonomous cross-border delivery between Sweden and Norway, proving that autonomous systems can manage complex international regulatory requirements through digital integration. Conversely, the ongoing Canada Post strike is presented as a case study in failing to adapt with workers resisting modernization, leading to private carriers scooping up quickly diverted parcel volumes and the postal service's market share plummeting. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode conducts a deep dive into the current volatility of the freight market, focusing on how agility is the critical metric for survival and success. Using recent ATBS data, we analyze how successful owner-operators are improving their net income, despite rising fixed costs, especially maintenance, by maintaining stability and focusing on calculating their contribution margin. New tariffs on imported heavy-duty trucks are expected to curb new truck orders, leading to a predicted rise in used truck prices due to scarcity. Meanwhile, on global ocean lanes, Asia-to-US West Coast container rates dropped another 15% last week, forcing carriers to blank about 13% of scheduled sailings to stabilize rates amidst ongoing trade risk . Not all global movement is weak, as the Port of Savannah stands out, having handled over 534,000 TEUs in August, due in part to infrastructure adaptation like the new fast-track routing system. We also cover the major policy fight concerning the Union Pacific-Norfolk Southern merger, which BNSF argues will hurt competition and service, while the merging parties claim it will boost volume with single-line options. In transportation technology, Einride achieved the world's first cabless electric fully autonomous cross-border delivery between Sweden and Norway, proving that autonomous systems can manage complex international regulatory requirements through digital integration. Conversely, the ongoing Canada Post strike is presented as a case study in failing to adapt with workers resisting modernization, leading to private carriers scooping up quickly diverted parcel volumes and the postal service's market share plummeting. Learn more about your ad choices. Visit megaphone.fm/adchoices

BNSF Railway claims Union Pacific and Norfolk Southern combination will severely hurt competition and service. BNSF's position paper argues that the $85 billion deal will force UP to drive up rates and favor high-density lanes, prompting the railway to urge shippers to contact the Surface Transportation Board with their concerns. Trade tensions are mounting in the trans-Pacific maritime sector as Beijing prepares a regulatory volley in response to U.S. charges on Chinese ships. China amended regulations to allow "necessary countermeasures," potentially including fees on vessels or prohibiting U.S.-service ships from entering or leaving Chinese ports, in retaliation for costly U.S. port fees. Finally, we look at the logistics impact of new U.S. duties on construction and home goods materials. The proclamation introduces a 10% tariff on imported softwood lumber and timber, and a 25% duty on imported kitchen cabinets, vanities, and upholstered wood furniture, all effective starting October 14. Critics caution that these tariffs, which the administration states are aimed at protecting the U.S. wood industry, will inevitably lead to higher costs for American consumers and builders. Learn more about your ad choices. Visit megaphone.fm/adchoices

BNSF Railway claims Union Pacific and Norfolk Southern combination will severely hurt competition and service. BNSF's position paper argues that the $85 billion deal will force UP to drive up rates and favor high-density lanes, prompting the railway to urge shippers to contact the Surface Transportation Board with their concerns. Trade tensions are mounting in the trans-Pacific maritime sector as Beijing prepares a regulatory volley in response to U.S. charges on Chinese ships. China amended regulations to allow "necessary countermeasures," potentially including fees on vessels or prohibiting U.S.-service ships from entering or leaving Chinese ports, in retaliation for costly U.S. port fees. Finally, we look at the logistics impact of new U.S. duties on construction and home goods materials. The proclamation introduces a 10% tariff on imported softwood lumber and timber, and a 25% duty on imported kitchen cabinets, vanities, and upholstered wood furniture, all effective starting October 14. Critics caution that these tariffs, which the administration states are aimed at protecting the U.S. wood industry, will inevitably lead to higher costs for American consumers and builders. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the American Railroading Podcast! In this episode our host Don Walsh is joined by guest Eric Starks, Chairman of FTR (Freight Transportation Research Associates). Together they discuss the pending $85 billion dollar Union Pacific and Norfolk Southern merger, the current status of the U.S. economy, an update on U.S. manufacturing and production including new railcar production, rail traffic, market trends and risks, a forecast for 2026 and much more. We also announce our 2025 Honor our Heroes Award winner! Tune in to this episode to gain valuable insights and broaden your understanding of American Railroading! You can find this episode and more on the American Railroading Podcast's official website at www.AmericanRailroading.net , and watch our YouTube Channel at the link below. Welcome aboard!KEY POINTS: The American Railroading Podcast remains in the Top 10% of all podcasts globally, now downloaded in 57 countries around the world!The podcast continues to experience incredible growth in downloads and subscribers. Mr. Starks is a graduate of Indiana University and was an Adjunct Lecturer at Indiana University, Kelley School of Business for 4 years, teaching MBA students Transportation and Distribution Strategy, and was instrumental in creating the Indiana University Transportation Board.Eric does a deep-dive into our current U.S. economy and GDP and gives us his opinion on whether or not they are where we expected them to be.Don and Eric discuss Tariffs, what their intended use is by the current administration, and whether or not they are providing the intended results.Eric gives his opinion of the pros and cons of the pending UP and NS merger, and they discuss the recently announced BNSF and CSX partnership.Don and Eric do a thorough review of current rail traffic, velocity, dwell times, commodity and car type trends, and more.You don't want to miss Eric's 2026 forecast!Our 2025 – American Railroading Podcast - Honor our Heroes Award winner is……You'll have to listen to the end of the episode to find out.

Once more unto the breach with the incredible, Anne Reinke, President & CEO of the Intermodal Association of North America. With just a couple weeks to go, the Intermodal Expo is gearing up! In this episode, Anne & I discuss our early careers in food service & retail. We also talk about the BNSF & CSX partnership, the end of the de minimus exemption on tariffs, & the latest in IEEPA. Let's go!This program is brought to you by DAT Freight & Analytics. Since 1978, DAT has helped truckers & brokers discover more available loads. Whether you're heading home or looking for your next adventure, DAT is building the most trusted marketplace in freight. New users of DAT can save 10% off for the first 12 months by following the link below. Built on the latest technology, DAT One gives you control over every aspect of moving freight, so that you can run your business with speed & efficiency. This program is also brought to you by our newest sponsor, GenLogs. GenLogs is setting a new standard of care for freight intelligence. Book your demo for GenLogs today at www.genlogs.io today!

This week, we dive into the pivotal shifts creating a complex and challenging freight landscape. We start at the U.S.-Mexico border, where a fascinating paradox is unfolding: U.S. tariffs are leading to job losses in the maquiladora industry, even as wages and foreign investment hit record highs. Then, we shift tracks to the rail industry, where Warren Buffett's BNSF is rejecting the mega-merger trend, creating a strategic split among Class I railroads. We also cover urgent regulatory changes, including the sudden elimination of the de minimis exemption that's throwing international parcel shipping into chaos, and the federal crackdown on trucker compliance that comes with multi-million dollar penalties. Finally, we break down why trans-Pacific ocean rates have plummeted to pre-Red Sea crisis lows, despite ongoing geopolitical risks. This is your essential guide to the interconnected forces that will define your operational strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's a return to the “Lone Star” state and a visit with locomotive engineer Emory Lehman. We haven't talked to Emory for a few years since and decided it was about time to check up on what Emory‘s been doing. Things have changed quite a bit with his new job at the BNSF in Temple, Texas, a model railroader living across the street and his friend Mike making major changes to his layout. We also discuss the possible merger of the Norfolk Southern and Union Pacific railroads, and what are the possible effects it will have on railroading across America. Once again, it's a podcast with little or no direction, that's lots of fun with great discussion about everything under the sun. Enjoy!!

Cathy Seifert breaks down Berkshire Hathaway (BRK/B) earnings. She considers them “pretty weak” and discusses her previous downgrade of the stock. “Against the peer group, these results are not quite at the same level,” she says, particularly noting weakness in insurance. “Ironically, the one bright spot were BNSF results,” she adds (BNSF is a major freight railroad company). Cathy argues organic revenue could bounce the stock back, along with share repurchases.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

This episode, Walt sits down with Theo Vallis, VP Commercial, Luminary Logistics Solutions, and President of The Railway Industrial Clearance Association (RICA), and Greg McComas, Senior Manager Dimensional Clearances, BNSF, and Chair of AREMA's Clearance Technical Committee. The trio takes a 360-degree view of the world of clearances and the movement of high-visibility cargo across the North American market. From blades to bridges, they cover how oversized cargo gets from A to B without taking out infrastructure. It is an entertaining ride through the world of dimensional freight that is all around us – watch your head.

This week, Joseph Towers discusses potential Class I mergers—Union Pacific with Norfolk Southern and BNSF with CSX—which could reshape U.S. rail but face steep regulatory hurdles. He also covers new U.S. trade moves with Japan and the EU.Rail traffic rose 5.4% YoY, led by gains in grain, motor vehicles, and coal. Intermodal volumes are also up, especially for CSX and Canadian carriers. Year-to-date rail traffic is up 2.9%, driven by intermodal strength.Plus, a reminder: the FTR Conference is just weeks away!The Rail Market Update is hosted by FTR's Senior Analyst, Rail, Joseph Towers.  As this information is presented, you are welcome to follow along and look at the graphs and indicators yourself by downloading the PDF of the presentation.Download the PDF: https://www.ftrintel.com/rail-podcastSupport the show

On this episode of WHAT THE TRUCK?!?, Thomas Wasson is joined by Justin Martin (@supertrucker). We're talking about some of the biggest headlines in freight, including Marten's sale of its intermodal unit to HubGroup, Warren Buffett's denial of BNSF merger rumors, and the ATA's proposal to replace the gas tax with a vehicle registration fee. We're also joined by a great lineup of guests: Steve Sykora, Customer and Partner Acquisition Lead at Bosch in North America, joins us to talk about the Bosch Mobility Platform, the latest trends in fleet maintenance, and how their FleetME solution can help fleets increase revenue. Dr. Gina Anderson, CEO of Luma Brighter Learning, is here to break down how adults learn and how organizations can create training that genuinely changes behavior. Hugo Beltran, CEO of Genesis Equip You, discusses the challenges facing small to midsize fleets and how his company is providing them with tailored financing and high-quality equipment to help them grow. Plus, we'll tell you how you can win a 36-inch Blackstone griddle! Watch on YouTube Check out the WTT merch store 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

On this episode of WHAT THE TRUCK?!?, Thomas Wasson is joined by Justin Martin (@supertrucker). We're talking about some of the biggest headlines in freight, including Marten's sale of its intermodal unit to HubGroup, Warren Buffett's denial of BNSF merger rumors, and the ATA's proposal to replace the gas tax with a vehicle registration fee. We're also joined by a great lineup of guests: Steve Sykora, Customer and Partner Acquisition Lead at Bosch in North America, joins us to talk about the Bosch Mobility Platform, the latest trends in fleet maintenance, and how their FleetME solution can help fleets increase revenue. Dr. Gina Anderson, CEO of Luma Brighter Learning, is here to break down how adults learn and how organizations can create training that genuinely changes behavior. Hugo Beltran, CEO of Genesis Equip You, discusses the challenges facing small to midsize fleets and how his company is providing them with tailored financing and high-quality equipment to help them grow. Plus, we'll tell you how you can win a 36-inch Blackstone griddle! Watch on YouTube Check out the WTT merch store 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

The only person to have held both the Treasury Secretary and the Fed Chair positions, Janet Yellen weighs in on America's economy and the pressure President Trump is putting on sitting Fed chair Powell. She also discusses stablecoins and the inflation risks of politically-driven monetary policy. Plus, OpenAI and Oracle are expanding their Stargate project, and a report on the report about Berkshire Hathaway-owned railroad BNSF asking Goldman Sachs for counsel on a transaction.  Janet Yellen - 13:15 In this episode:Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

New reports indicate that ⁠BNSF has hired Goldman Sachs to advise on a potential rail merger⁠, following ongoing merger talks between Union Pacific and Norfolk Southern since the first quarter. Publicly held Class One railroads are also scheduled to begin reporting their second-quarter earnings this week. We delve into the US cargo airlines' strong endorsement of the Trump administration's sanctions on Mexico, enacted after ⁠Mexico allegedly violated a 2015 air transport agreement by forcing all cargo carriers to relocate⁠. The U.S. Department of Transportation will now review flight schedules of Mexican carriers and has put European countries on notice for similar potential actions. The episode also highlights the struggles of ⁠small and medium-sized businesses amidst a possible trade war⁠, with some companies adopting new practices like skew normalization to mitigate tariff-related losses. Port of Los Angeles Executive Director Gene Seroka notes that uncertainty has become the new norm, emphasizing how trade policies impact the economy as a whole. Tune in today at 2 PM for a new episode of ⁠Loaded and Rolling⁠ with Thomas Wason on FreightWaves Television. Additionally, mark your calendars for the ⁠Enterprise Fleet Summit ⁠tomorrow and the ⁠Supply Chain AI Symposium⁠ next week on July 30th in Washington D.C.. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to our 2025 Summer Series which is all about the history of railroads in Missouri. You know the names, the Hannibal and St. Joseph, Northern Missouri, St. Louis and Iron Mountain, Missouri and North Arkansas, Wabash, KATY, Frisco, Rock Island, Missouri Pacific, Kansas City Southern, Houck Line, BNSF, AMTRAK, and many others. From the depot, to the roundhouse, to the shops, and to the tracks, this series takes us all across Missouri and neighboring states to learn about the bygone era when train travel provided the main source of transportation for many Missourians. We will also stop in to visit some historic sites that are preserving the history of railroads. So, all aboard. To open the 2025 Summer Series, Kyle Chattleton, Manager of Volunteer & Public Programs, and a Public Historian, at the Durham Museum in Omaha, Nebraska, joins us to talk about the Durham Museum and Omaha's role as a gateway to the West. Episode Image: Quincy, Omaha and Kansas City Railroad train leaving Novinger, Missouri, ca. 1920s. [Cyrus R. Truitt Scrapbooks (C1432), SHSMO] About the Guest: Dr. Kyle Chattleton is The Durham Museum's Manager of Volunteer & Public Programs and Public Historian. In addition to regularly sharing stories from the past with the public, he has presented his research at the Society for Ethnomusicology, the International Association for the Study of Popular Music, and the Association for the Study of Law, Culture, and the Humanities. He is originally from Southern California, where he graduated from Chapman University before studying the history of local protests and sounds in Charlottesville, Virginia and at the University of Virginia, where he earned his PhD in 2022. Prior to working at The Durham Museum, he led over 2,000 tours for over 30,000 visitors at Monticello, the historic home and plantation of Thomas Jefferson.

Under threat of seizure and disappearance, Momodou Taal leaves the US / Mass firings at HHS signal next phase in the Trump-Kennedy war on science and public health / “A wildcat strike is about the only option left”: US railroad workers speak out against BNSF's “Hi-Viz” attendance policies

On January 17, 2025, members of the Sinaloa Cartel executed a heist on a BNSF cargo train traveling north of Phoenix, Arizona. The cartel members reportedly severed the train's air brakes, forcing it to stop near Perrin, Arizona. They then offloaded approximately $202,500 worth of Nike merchandise from the train into a waiting box truck. Authorities were alerted after BNSF employees discovered the severed air hose and noticed suspicious activity nearby. Subsequent investigations led to the arrest of eleven individuals connected to the theft, nine of whom were in the United States illegally and six identified as natives of Sinaloa.This incident is part of a broader trend of cargo train robberies attributed to Mexican cartels. Over the past two years, such thefts have been on the rise, with cartels targeting trains carrying valuable goods like electronics, tools, and footwear. Their methods often involve sabotaging train systems, such as cutting air hoses or tampering with signal boxes, to halt the trains and facilitate the theft. The stolen merchandise is typically sold through online platforms or to cooperative retailers. Law enforcement agencies are intensifying efforts to combat this growing threat to supply chain security.to contact me:bobbycapucci@protonmail.comsource:Sinaloa Cartel's cargo train Nike shoe heist latest in criminal trend: experts | Fox News