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Join host Craig Fuller and Matt Leffler on this episode of Freight Expectations as they break down the biggest stories reshaping the freight and logistics industry: A look at the rising tide of organized rail and trucking theft, how Mexico is tackling cargo crime, and where the bipartisan CORCA legislation stands in Congress. Analyzing Chris Spear's early departure from the American Trucking Associations and the long-standing debate surrounding the "driver shortage" narrative. Two tech giants clash over ELD data access and API fees—what this means for small fleets, freight brokers, and load availability. How the AI-driven data center boom is driving industrial freight demand, and why NIMBYism and political battles are heating up. Don't forget to like, subscribe, and drop your thoughts in the comments! Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of FreightWaves Today, hosts Craig Fuller and Julie Garner analyze the current trajectory of the North American economy, key supply chain news, and recent data across freight modes. Craig and Julie open with commentary on strong U.S. industrial and rail volume data, record corporate profit margins driven by technological efficiency, and the passing of country music legend Dolly Parton, highlighting her recent venture into driver-centric travel stops. They also cover a proposed $6 billion freight rail bypass around Atlanta and a major $150,000 cargo theft bust in California's Mojave Desert. Pavan Joshi, Chief Strategy Officer at E2open, breaks down ongoing trade posturing between the U.S., Canada, and Mexico. Joshi highlights the operational challenges of unwinding 30 years of integrated continental supply chains (particularly in auto, agriculture, and energy) and stresses the need for stable trade policies and strategic friend-shoring. Sonar Daily Market Update: A deep dive into tender rejections shows refrigerated capacity remaining tight (~20.5%) due to summer weather demand, while flatbed rejection rates have cooled off. The hosts highlight strong intermodal performance, driven by a 33% contract cost-savings advantage over truckload. Einride CEO Roozbeh Charli discusses the commercialization of autonomous and electric freight networks. He reviews recent deployments, including their partnership with Tesla, the expansion of their vehicle-agnostic software stack, and their entry into defense applications to remove human drivers from high-risk zones. Valentina Jordan, CEO and co-founder of Nada, explains why successful AI adoption requires a solid, contextual data foundation rather than just standalone AI agents. She shares details on their recent strategic funding round and how Nada's platform processes fragmented global trade data to eliminate stockouts and reduce costs. Aaron Decker, CEO of Multi-Service Fuel Card, clarifies that elevated retail diesel prices are primarily driven by historic refining crack spreads and global refining disruptions (including attacks on Russian energy infrastructure) rather than crude shortages alone. Weekly AAR Rail Report: The episode closes with the latest Association of American Railroads (AAR) data, which reveals sustained year-over-year volume growth in U.S. intermodal units (+5%) and Canadian trade traffic. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp break down the major trade and regulatory shifts shaking up the freight industry—including the newly implemented 50% tariffs on Canadian imports and the sudden departure of ATA President and CEO Chris Spear. Keith Moore, CEO of Auto Scheduler AI, discusses how AI-powered warehouse orchestration software helps manage complex facility operations. He explains that by using an "operational twin" model of a warehouse, the software helps optimize inventory flow, decision-making, and labor utilization while addressing the bottlenecks created by modern automation. Eric Kulisch, Air Cargo Reporter at FreightWaves, shares updates on Amazon's expanding drone delivery program and the evolving regulatory environment surrounding drone logistics. He details how tech capabilities like detect-and-avoid features are shaping the space, as well as the long-term industry projections for urban air mobility. Russell Jones CEO of Private Fleet Net Zero, breaks down how his company functions as a digital matching platform specifically designed to unlock unused backhaul capacity for private fleets. He highlights how this approach offers freight brokers reliable, safer, and heavily discounted capacity while simultaneously cutting down on empty miles and carbon emissions. Kurt Mann, Head of Transportation at Mitsubishi HC Capital, provides a financial perspective on the current state of the freight and equipment markets following an extended economic downturn. He outlines lender strategy, equipment valuation shifts from peak bubble levels, and why fleets remain cautious about adding new capacity until overall freight demand sees a sustained rebound. Plus, we explore the latest industry headlines, deep-dive into freight market data, and feature insights from expert guests across warehouse automation, drone delivery, private fleets, and equipment financing. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of FreightWaves Today, Craig Fuller and Julie Van de Kamp break down the latest signals from across trucking, rail, intermodal and the broader industrial economy. Thom Albrecht of Reliance Partners joins the show to discuss where the freight cycle is headed, improving demand signals and the supply-side forces reshaping trucking. Albrecht explains how English-language proficiency enforcement, non-domiciled CDL scrutiny, changes to CDL and ELD self-certification, safety enforcement and major court decisions could affect capacity and potentially extend the current freight cycle. The show also dives into what the railroads are telling us about the health of the industrial economy, including strength across commodities such as chemicals, scrap metal, steel-related freight and grain. Craig and Julie examine the continued shift of freight toward intermodal and BNSF's expanded Phoenix-to-Dallas-Fort Worth service as railroads look to capture more over-the-road truckload freight. Plus, Bloomberg Intelligence's Lee Klaskow provides his outlook for transportation and what the fourth quarter could hold, Oliver Sawbridge brings a supply chain intelligence perspective to the conversation, and Bill Stephens closes out the show with a deeper look at the rail industry and what current volumes are signaling about the economy. Craig and Julie also cover the day's biggest freight headlines, including Americold's new $80 million cold-storage hub at Port Saint John, BNSF's intermodal expansion between Phoenix and Dallas-Fort Worth, and UPS strengthening its Asia-Pacific air cargo network. Subscribe to FreightWaves for the latest news, analysis and conversations covering trucking, transportation, logistics, supply chains and the global freight economy. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Craig Fuller and Julie Van de Kamp dive into the most pressing headlines and structural shifts impacting the supply chain, logistics, and transportation sectors. They discuss the escalation of organized freight fraud—including a recent raid in Armenia targeting U.S. carriers—and why the industry urgently needs coordinated law enforcement solutions like the CAUCA legislation Lakshman Achuthan, Co-Founder of the Economic Cycle Research Institute (ECRI), breaks down leading indicators signaling a potential slowdown in global industrial growth and what sticky business costs mean for freight margins. Jared Weisfeld, Chief Strategy Officer at RXO, shares why structural capacity exits and federal regulatory enforcement could pave the way for a multi-year recovery in truckload markets. Pat Dillon, CEO of Flock Freight, explains how pooling technology and shared truckload models are helping enterprise shippers optimize partial loads and reduce costs during shifting market conditions. Lainey Sibble rom Cox Automotive's Central Dispatch discusses new biometric identity verification and secure vehicle transfer technologies built to safeguard vehicle transport against bad actors. Plus, tune in for a live SONAR market update breaking down tender rejections, spot rate movements, and ocean freight rate spikes! Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp explore key headlines and developments across the logistics, trucking, and transportation sectors. The show features discussions on the state of trailer insurance, driver recruitment and health, alongside live market analysis via FreightWaves SONAR. Andy Kuchar explains that freight brokers and logistics companies utilizing leased trailer pools are frequently exposed to unmanaged liability risks. Many traditional commercial auto policies contain exclusions for trailers when they are over the road. He points out three warning signs of coverage gaps: reliance on "contingent" coverage language, assuming a third-party driver's Certificate of Insurance protects you, and lacking a dedicated trailer policy. In our SONAR Update, we see that tender rejections have moderated around 13.5%, overall rejection metrics and spot rates remain significantly higher compared to recent years (up ~21% year-over-year). Craig and Julie characterize explain that this is typical seasonal behavior before the late-summer and Labor Day ramp-up. Jeremy Reymer introduces Project 61, a non-profit initiative created to address the alarmingly low average lifespan of commercial truck drivers (61 years old). The program focuses on practical, free lifestyle improvements for drivers centered on food/nutrition, movement, sleep/recharge, mental health, and preventative care. The segment highlights how driver health directly correlates to highway safety and accident risk reduction. In our 2nd hour, it's return of the Matt! Matthew Leffler joins Craig for an episode of Freight Expectations. The two cover the FMCSA's proposed rulemaking to codify English language proficiency as an out-of-service violation. They also dive deep into asymmetric warfare, drone technology, and potential vulnerabilities across U.S. logistics infrastructure, fuel refining capacity, and transport hubs. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of Freight Expectations, Craig Fuller and Matthew Leffler dig into the latest fight over federal trucking regulation, including the push to make English-language proficiency an out-of-service violation and the broader battle between states and the federal government over commercial driver records. But the conversation takes a much bigger turn as Craig and Matt examine the growing threat of drone warfare to supply chains. From refineries and airports to warehouses, rail yards and ports, they explore how inexpensive, widely available drone technology could create enormous disruption to critical logistics infrastructure—and why businesses may be poorly prepared for a threat that hasn't happened to them yet. Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp dive into the latest industrial data, market updates, and expert interviews across the freight, logistics, energy, and rail sectors. In the morning minute we have the 3 top stories of the day including: Congress pushes to tie USPS executive bonuses directly to 95% on-time delivery metrics via the bipartisan "No Bonuses for Bad Service Act", Werner Enterprises CEO Derek Leathers addresses seasonal spot market trends, capacity tightening, and rate outlooks, and Michigan regulators suspend Northern Michigan University's CDL training program amid a nationwide fraud crackdown. Our first guest, Tom Kloza, Chief Energy Advisor at Gulf Oil, breaks down rising diesel prices, global refining capacity constraints, and how emerging drone warfare poses unprecedented risks to oil infrastructure. In the SONAR update, Julie gives a detailed look at current tender rejections sitting at 13.5%, rising import container volumes, domestic rail mode shifts, and carrier authority changes. Then Patrick Kelleher, CEO of GXO Logistics, stops by to discuss peak season expectations, rapid growth in AI data center construction, manufacturing re-shoring, and tests with humanoid robotics in the warehouse. Trains Magazine's Bill Stephens is back with the latest numbers from Association of American Railroads (AAR) weekly volume data, strong non-coal carload gains, and a federal court ruling upholding the FRA's two-person crew rule. And lastly, Jeff Dangelo, CEO of Fura, announces the acquisition of High Rise (their 7th deal) and explains how AI is streamlining operations and unlocking massive EBITDA improvements for small-to-midsize brokerages. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp dive into the latest industrial data, market updates, and expert interviews across the freight, logistics, energy, and rail sectors. In the morning minute we have the 3 top stories of the day including: Congress pushes to tie USPS executive bonuses directly to 95% on-time delivery metrics via the bipartisan "No Bonuses for Bad Service Act", Werner Enterprises CEO Derek Leathers addresses seasonal spot market trends, capacity tightening, and rate outlooks, and Michigan regulators suspend Northern Michigan University's CDL training program amid a nationwide fraud crackdown. Our first guest, Tom Kloza, Chief Energy Advisor at Gulf Oil, breaks down rising diesel prices, global refining capacity constraints, and how emerging drone warfare poses unprecedented risks to oil infrastructure. In the SONAR update, Julie gives a detailed look at current tender rejections sitting at 13.5%, rising import container volumes, domestic rail mode shifts, and carrier authority changes. Then Patrick Kelleher, CEO of GXO Logistics, stops by to discuss peak season expectations, rapid growth in AI data center construction, manufacturing re-shoring, and tests with humanoid robotics in the warehouse. Trains Magazine's Bill Stephens is back with the latest numbers from Association of American Railroads (AAR) weekly volume data, strong non-coal carload gains, and a federal court ruling upholding the FRA's two-person crew rule. And lastly, Jeff Dangelo, CEO of Fura, announces the acquisition of High Rise (their 7th deal) and explains how AI is streamlining operations and unlocking massive EBITDA improvements for small-to-midsize brokerages. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight market remains structurally tight, with demand building, despite seasonal softness and macro uncertainty. Freightwaves CEO Craig Fuller provides more context with Bloomberg's Vonnie Quinn. See omnystudio.com/listener for privacy information.
What happens to trucking when autonomous technology collides with driver jobs, highway safety and an increasingly challenging legal environment? On this episode of Freight Expectations, Craig Fuller is joined by Matthew Leffler and Julie Van de Kamp for a wide-ranging conversation about some of the biggest issues shaping the future of trucking. The discussion examines the complicated debate surrounding autonomous trucks and what increased automation could mean for professional drivers and the broader freight workforce. While technology promises new efficiencies and potential safety improvements, the transition raises major questions about jobs, responsibility and how quickly the industry should embrace autonomous operations. The conversation also turns to trucking's legal environment and the impact of nuclear verdicts. The group discusses why juries can be particularly unforgiving toward large trucking companies, how emotion can influence courtroom outcomes and why a carrier's investment in safety can become critically important when an accident ends up before a jury. Craig, Matthew and Julie explore questions including: Will autonomous trucking eliminate driving jobs or simply change them? How should the industry balance technological progress with protecting workers? Why are trucking companies especially vulnerable in jury trials? How much does emotion influence nuclear verdicts? What responsibility do carriers have to invest aggressively in safety? Can companies ever completely protect themselves from catastrophic verdicts? What happens when a fatal crash puts a price on corporate decisions and safety practices? It's a conversation about technology, people, safety and liability as trucking attempts to navigate a rapidly changing future. Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp break down critical news across the freight and logistics landscape, from financial health and quarterly earnings to regulatory shifts, market indices, and tariffs. James Gellert, Executive Chairman of Rapid Ratings, joins to discuss financial health across middle-market and private companies. He highlights cash-conversion cycle pressures, rising leverage, PE hold extensions, and how high-interest environments affect supply chain counterparty risk. Jay Edlin, CEO of Wove, stops by the studio to share how their AI-powered ingestion engine helps customs brokers and shippers navigate HTS updates and Section 301 tariff changes in real time. Trains Magazine Editor Bill Stephens breaks down North American rail traffic data. Excluding coal, carload growth remains strong alongside intermodal gains, pointing to continued industrial economy momentum. CEO Geoff Anderman discusses STG Logistics emerging from bankruptcy with a restructured balance sheet, the current state of drayage and intermodal demand, and ongoing modal conversion opportunities. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp break down critical news across the freight and logistics landscape, from financial health and quarterly earnings to regulatory shifts, market indices, and tariffs. James Gellert, Executive Chairman of Rapid Ratings, joins to discuss financial health across middle-market and private companies. He highlights cash-conversion cycle pressures, rising leverage, PE hold extensions, and how high-interest environments affect supply chain counterparty risk. Jay Edlin, CEO of Wove, stops by the studio to share how their AI-powered ingestion engine helps customs brokers and shippers navigate HTS updates and Section 301 tariff changes in real time. Trains Magazine Editor Bill Stephens breaks down North American rail traffic data. Excluding coal, carload growth remains strong alongside intermodal gains, pointing to continued industrial economy momentum. CEO Geoff Anderman discusses STG Logistics emerging from bankruptcy with a restructured balance sheet, the current state of drayage and intermodal demand, and ongoing modal conversion opportunities. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight industry is facing one of its biggest legal challenges ever. Craig Fuller and Matt Leffler analyze the $604 million C.H. Robinson verdict, unpack the court's borrowed employee finding, explore why brokers across the country are calling the case an existential threat, and examine what comes next as the decision heads toward appeal. Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Live from Chattanooga, Tennessee, hosts Craig Fuller and Julie Van de Kamp broadcast from the Future of Rail Symposium to break down the latest shifts transforming the freight and logistics industry. In this episode, Craig and Julie dive deep into the critical role of freight rail as the backbone of the American industrial economy. They discuss recent market shifts, safety technology investments, regulatory updates, and why AI-driven data center expansion and energy sector growth are creating massive opportunities for rail networks. Plus, they examine the ongoing fallout from recent legal precedents impacting freight brokers and trucking liability. Later in the episode, Zach Strickland (Head of Freight Market Intelligence) sits down with FreightWaves rail and intermodal expert Stuart Charles to dissect the latest SONAR market data. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Live from Chattanooga, Tennessee, hosts Craig Fuller and Julie Van de Kamp broadcast from the Future of Rail Symposium to break down the latest shifts transforming the freight and logistics industry. In this episode, Craig and Julie dive deep into the critical role of freight rail as the backbone of the American industrial economy. They discuss recent market shifts, safety technology investments, regulatory updates, and why AI-driven data center expansion and energy sector growth are creating massive opportunities for rail networks. Plus, they examine the ongoing fallout from recent legal precedents impacting freight brokers and trucking liability. Later in the episode, Zach Strickland (Head of Freight Market Intelligence) sits down with FreightWaves rail and intermodal expert Stuart Charles to dissect the latest SONAR market data. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Freight Waves Today, hosts Craig Fuller and Julie Van de Kamp break down one of the most transformative developments in recent logistics history: a staggering $640 million nuclear judgment involving C.H. Robinson that has sent shockwaves through the brokerage industry and freight markets. Plus, we explore how AI data center expansion is reshaping flatbed and bulk capacity, the latest trends in last-mile retail delivery, and a custom tech solution built specifically for truck drivers! Dennis McCaffrey, SVP of Enterprise Sales at RXO, drops by to share war stories from the early days of ExpressOne and XPO. He breaks down how RXO scaled into the 3rd largest freight broker, the power of managed expedite platforms, and what the next 12–18 months look like for capacity. Hackathon Winner Spotlight: RateSafe: Hackathon winner Sean Conley (VPA & Director of Business Development at Vantage Logistics) introduces RateSafe—an app built using Sonar's API that cuts through the noise to tell drivers what not to book based on personalized operating costs and home-time expectations. Last-Mile Delivery & Retail Trends: Jake Stein, VP of Retail Growth at Burke, breaks down the shift from ultra-fast delivery to extreme reliability, multi-carrier last-mile orchestration, and the realistic timeline for drone delivery. The "Capacity Tax" & AI Data Centers: Blake Ezell, VP of Customer Success & Support at IntelliTrans, joins to challenge the market recovery narrative. Discover how hyperscale AI data center construction is quietly consuming massive amounts of flatbed and bulk capacity—creating a bidding war for specialized freight. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Freight Waves Today, hosts Craig Fuller and Julie Van de Kamp break down one of the most transformative developments in recent logistics history: a staggering $640 million nuclear judgment involving C.H. Robinson that has sent shockwaves through the brokerage industry and freight markets.Plus, we explore how AI data center expansion is reshaping flatbed and bulk capacity, the latest trends in last-mile retail delivery, and a custom tech solution built specifically for truck drivers!Dennis McCaffrey, SVP of Enterprise Sales at RXO, drops by to share war stories from the early days of ExpressOne and XPO. He breaks down how RXO scaled into the 3rd largest freight broker, the power of managed expedite platforms, and what the next 12–18 months look like for capacity.Hackathon Winner Spotlight: RateSafe: Hackathon winner Sean Conley (VPA & Director of Business Development at Vantage Logistics) introduces RateSafe—an app built using Sonar's API that cuts through the noise to tell drivers what not to book based on personalized operating costs and home-time expectations.Last-Mile Delivery & Retail Trends: Jake Stein, VP of Retail Growth at Burke, breaks down the shift from ultra-fast delivery to extreme reliability, multi-carrier last-mile orchestration, and the realistic timeline for drone delivery.The "Capacity Tax" & AI Data Centers: Blake Ezell, VP of Customer Success & Support at IntelliTrans, joins to challenge the market recovery narrative. Discover how hyperscale AI data center construction is quietly consuming massive amounts of flatbed and bulk capacity—creating a bidding war for specialized freight. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Is the freight market finally turning a corner? On today's episode of FreightWaves Today, Craig Fuller and Julie Van de Kamp break down a massive week of Q2 earnings, major rail updates, and supply chain headlines! We sit down with Josh Phelan, CVP of Operations at J.B. Hunt, to discuss driver constraints, cost inflation, contract vs. spot rate momentum, and why this cycle might look very different for carriers big and small. Plus, FreightWaves' own Todd Maiden breaks down Knight Swift's massive Q2 earnings beat. And Paul Tonsager, CEO & Founder-Integrated Multi-Modal Solutions, LLC talks industry growth. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Is the freight market finally turning a corner? On today's episode of FreightWaves Today, Craig Fuller and Julie Van de Kamp break down a massive week of Q2 earnings, major rail updates, and supply chain headlines! We sit down with Josh Phelan, CVP of Operations at J.B. Hunt, to discuss driver constraints, cost inflation, contract vs. spot rate momentum, and why this cycle might look very different for carriers big and small. Plus, FreightWaves' own Todd Maiden breaks down Knight Swift's massive Q2 earnings beat. And Paul Tonsager, CEO & Founder-Integrated Multi-Modal Solutions, LLC talks industry growth. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to a special edition of FreightWaves Today, broadcast LIVE from the Supply Chain AI Symposium in Chicago!
Welcome to a special edition of FreightWaves Today, broadcast LIVE from the Supply Chain AI Symposium in Chicago!
Based on the episode transcript, here's a YouTube description that highlights the biggest stories and guest interviews while optimizing for search. The global supply chain is facing another major test as tensions around the Strait of Hormuz continue to evolve. On today's FreightWaves Today, Craig Fuller and Joey discuss the latest developments after President Trump reverses course on a proposed transit fee and instead announces a blockade targeting Iranian trade. What does it mean for oil prices, diesel costs, ocean shipping, and the broader freight market? Joining the show:
Based on the episode transcript, here's a YouTube description that highlights the biggest stories and guest interviews while optimizing for search. The global supply chain is facing another major test as tensions around the Strait of Hormuz continue to evolve. On today's FreightWaves Today, Craig Fuller and Joey discuss the latest developments after President Trump reverses course on a proposed transit fee and instead announces a blockade targeting Iranian trade. What does it mean for oil prices, diesel costs, ocean shipping, and the broader freight market? Joining the show:
It's Friday, and while the domestic spot market is hitting a bit of a post-holiday summer lull, the freight industry at large is facing massive structural, legislative, and tech shifts. In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp sit down with top industry analysts and experts to break down the biggest headlines moving the market this week. We dive deep into a jaw-dropping $104 million nuclear jury verdict against Mesilla Valley Transportation, unpack the EPA's newly finalized 470-page NOx emissions regulations, and discuss reports that tech giant Trimble is planning to sell off its transportation division. Plus, maintenance and legal expert Matt Loeffler stops by for Freight Expectations to sound the alarm on a sophisticated new type of trailer leasing fraud emerging on social media. Featured guests: Lee Klaskow (Senior Transportation Analyst, Bloomberg Intelligence): Joins us to break down Wall Street's red-hot interest in truckload and LTL stocks, why the current capacity correction feels more structural than cyclical, and what to expect from the upcoming Q2 earnings season. Bart De Muynck (Founder, Bart De Muynck LLC): Weighs in on reports that Trimble is looking to divest its transportation unit. We discuss why European software like Transporion often struggles to gain a foothold in North America, and how modern architecture and real-time AI solutions are shifting the enterprise software landscape. Matt Leffler (The Armchair Attorney): Returns for Freight Expectations to dissect the legal mechanics of the massive $104M verdict, how cross-border carriers manage equipment safety, the heavy technical/cost burden of the EPA's new diesel aftertreatment regulations, and a dangerous new asset scam hitting independent truckers. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
It's Friday, and while the domestic spot market is hitting a bit of a post-holiday summer lull, the freight industry at large is facing massive structural, legislative, and tech shifts. In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp sit down with top industry analysts and experts to break down the biggest headlines moving the market this week. We dive deep into a jaw-dropping $104 million nuclear jury verdict against Mesilla Valley Transportation, unpack the EPA's newly finalized 470-page NOx emissions regulations, and discuss reports that tech giant Trimble is planning to sell off its transportation division. Plus, maintenance and legal expert Matt Loeffler stops by for Freight Expectations to sound the alarm on a sophisticated new type of trailer leasing fraud emerging on social media. Featured guests: Lee Klaskow (Senior Transportation Analyst, Bloomberg Intelligence): Joins us to break down Wall Street's red-hot interest in truckload and LTL stocks, why the current capacity correction feels more structural than cyclical, and what to expect from the upcoming Q2 earnings season. Bart De Muynck (Founder, Bart De Muynck LLC): Weighs in on reports that Trimble is looking to divest its transportation unit. We discuss why European software like Transporion often struggles to gain a foothold in North America, and how modern architecture and real-time AI solutions are shifting the enterprise software landscape. Matt Leffler (The Armchair Attorney): Returns for Freight Expectations to dissect the legal mechanics of the massive $104M verdict, how cross-border carriers manage equipment safety, the heavy technical/cost burden of the EPA's new diesel aftertreatment regulations, and a dangerous new asset scam hitting independent truckers. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Freight markets are navigating a post-holiday slowdown while cargo theft, fraud, and fuel prices remain top concerns across the supply chain. In this episode of FreightWaves Today, Craig Fuller and Julie Van de Kamp break down the latest freight headlines, analyze SONAR market data, discuss ocean shipping trends, and explore how AI and identity verification are changing logistics.Featured Guests:Jesús Guerra — President of Energy, The Pilot CompanyJesus discusses the state of the oil and diesel markets, the impact of fuel volatility on trucking, renewable diesel and biodiesel, and how the proposed SEED Act could help reduce fuel costs while strengthening America's energy infrastructure.Brandon Fried - Director, Air Forwarders AssociationBrandon Discusses lessons that the domestic trucking market can learn from air cargo security regimes, the recent changes to IATA's direct airway bill liability, and how Amazon Air Cargo is impacting market competition.Bryan Lewis — CEO, IntellicheckBryan explains why identity verification has become one of the most important tools in the fight against freight fraud. He discusses emerging threats driven by AI-generated fake documents, organized cargo theft, and how verifying the individual taking possession of freight can protect shippers, brokers, and carriers.Pawan Joshi - Chief Strategy Officer, E2open:Pawan Discusses the reality of modern, multi-party supply chains. Pawan details how strategic tracking platforms, active sensors, and rapid event horizons help shippers detect freight disruptions and theft in real-time. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Freight markets are navigating a post-holiday slowdown while cargo theft, fraud, and fuel prices remain top concerns across the supply chain. In this episode of FreightWaves Today, Craig Fuller and Julie Van de Kamp break down the latest freight headlines, analyze SONAR market data, discuss ocean shipping trends, and explore how AI and identity verification are changing logistics.Featured Guests:Jesús Guerra — President of Energy, The Pilot CompanyJesus discusses the state of the oil and diesel markets, the impact of fuel volatility on trucking, renewable diesel and biodiesel, and how the proposed SEED Act could help reduce fuel costs while strengthening America's energy infrastructure.Brandon Fried - Director, Air Forwarders AssociationBrandon Discusses lessons that the domestic trucking market can learn from air cargo security regimes, the recent changes to IATA's direct airway bill liability, and how Amazon Air Cargo is impacting market competition.Bryan Lewis — CEO, IntellicheckBryan explains why identity verification has become one of the most important tools in the fight against freight fraud. He discusses emerging threats driven by AI-generated fake documents, organized cargo theft, and how verifying the individual taking possession of freight can protect shippers, brokers, and carriers.Pawan Joshi - Chief Strategy Officer, E2open:Pawan Discusses the reality of modern, multi-party supply chains. Pawan details how strategic tracking platforms, active sensors, and rapid event horizons help shippers detect freight disruptions and theft in real-time. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Freight Expectations, Craig Fuller, Max, and transportation attorney Matt Leffler challenge one of the trucking industry's biggest myths. They explain why the issue isn't a lack of drivers, but poor compensation, high turnover, and decades of structural changes that have reshaped the freight industry. The conversation expands into the growing shortage of diesel technicians, why skilled trades may be the safest careers in the age of AI, and whether America has undervalued blue-collar work for too long. The team also breaks down several major U.S. Supreme Court decisions, including what they could mean for federal agencies, executive power, transportation policy, and the future of regulation. Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight market heads into the Fourth of July weekend with strong momentum—and we're breaking down everything you need to know. Craig Fuller and Max Fuller are joined by Matthew Leffler to discuss the latest freight market developments, North American trade, Supreme Court decisions impacting the trucking industry, broker liability, insurance trends, and what they all mean for carriers, brokers, and shippers. In this episode: America 250 and the state of the U.S. economy Why rail data points to a major American manufacturing resurgence The latest trends in trucking demand and freight volumes USMCA, tariffs, and the future of North American supply chains The Supreme Court's Montgomery decision and its impact on broker liability Insurance, tort reform, and what carriers and brokers need to know A look inside the Volvo VISTA World Championship for elite truck technician. Special Guests: Matthew Leffler – Freight attorney and legal analyst Doug Marcello – Attorney, Saxton & Stump Chris Ingram – Service Technician, Beaver Truck Centre and Volvo VISTA World Championship finalist Lewie Pugh - Executive Vice President, OOID Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight market heads into the Fourth of July weekend with strong momentum—and we're breaking down everything you need to know.Craig Fuller and Max Fuller are joined by Matthew Leffler to discuss the latest freight market developments, North American trade, Supreme Court decisions impacting the trucking industry, broker liability, insurance trends, and what they all mean for carriers, brokers, and shippers. In this episode: America 250 and the state of the U.S. economy Why rail data points to a major American manufacturing resurgence The latest trends in trucking demand and freight volumes USMCA, tariffs, and the future of North American supply chains The Supreme Court's Montgomery decision and its impact on broker liability Insurance, tort reform, and what carriers and brokers need to know A look inside the Volvo VISTA World Championship for elite truck technician. Special Guests: Matthew Leffler – Freight attorney and legal analyst Doug Marcello – Attorney, Saxton & Stump Chris Ingram – Service Technician, Beaver Truck Centre and Volvo VISTA World Championship finalist Lewie Pugh - Executive Vice President, OOID Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight market is heating up—and this week's episode breaks down why. We kick off the show with a look at record-setting trucking spot rates, why the July 4 holiday is the freight industry's "Super Bowl," and what tightening capacity means for carriers, brokers, and shippers heading into the second half of the year. Then we dive into the day's biggest logistics headlines, including: A $1.3 million cargo theft recovery near Chicago Boeing's major freighter deal with China Southern Airlines A growing biometric privacy class-action lawsuit impacting the trucking industry Our featured guests include: Steve Lockington, President & CEO of Geotab Vitality, on how behavioral science, telematics, and positive incentives are improving driver safety, retention, and fleet performance. Burak Cendek, Managing Director at AutoTech Ventures, discussing the venture capital landscape and where transportation technology is headed next. Michael Farkas, Founder & CEO of NextNRG, on AI, energy infrastructure, remote fueling, and the impact of lower oil prices on freight. Gabe Ribeiro, Head of Partnerships & Marketing at Hey Bubba, on building community and innovation in trucking. Plus, Craig Fuller delivers a SONAR market deep dive covering: All-time high trucking spot rates Tender rejection trends Blue-to-Blue freight markets Fuel prices vs. freight pricing What carriers and brokers should expect in the weeks ahead Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight market is heating up—and this week's episode breaks down why. We kick off the show with a look at record-setting trucking spot rates, why the July 4 holiday is the freight industry's "Super Bowl," and what tightening capacity means for carriers, brokers, and shippers heading into the second half of the year. Then we dive into the day's biggest logistics headlines, including: A $1.3 million cargo theft recovery near Chicago Boeing's major freighter deal with China Southern Airlines A growing biometric privacy class-action lawsuit impacting the trucking industry Our featured guests include: Steve Lockington, President & CEO of Geotab Vitality, on how behavioral science, telematics, and positive incentives are improving driver safety, retention, and fleet performance. Burak Cendek, Managing Director at AutoTech Ventures, discussing the venture capital landscape and where transportation technology is headed next. Michael Farkas, Founder & CEO of NextNRG, on AI, energy infrastructure, remote fueling, and the impact of lower oil prices on freight. Gabe Ribeiro, Head of Partnerships & Marketing at Hey Bubba, on building community and innovation in trucking. Plus, Craig Fuller delivers a SONAR market deep dive covering: All-time high trucking spot rates Tender rejection trends Blue-to-Blue freight markets Fuel prices vs. freight pricing What carriers and brokers should expect in the weeks ahead Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this packed episode of FreightWaves Today, Craig Fuller, Malcolm Wilson, and the FreightWaves team break down one of the most important weeks of the year for trucking: the lead-up to the July 4th freight surge — often called trucking's “Super Bowl.” They discuss tightening capacity, rising spot rates, driver shortages, and why many large carriers believe the freight market has officially turned. The conversation also explores the future of autonomous trucks, AI in logistics, and how brokers and shippers are preparing for a potentially volatile peak season. This episode features insights from industry leaders and experts, including: Ken Adamo, Chief of Analytics at Ease Logistics and former DAT executive Dr. Jason Miller, supply chain economist and professor at Michigan State University Max Fuller, transportation industry veteran and founder of U.S. Xpress Fabrizio Alvear, Co-Founder and President of ePost Global Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Freight Expectations, Craig Fuller, Matt Leffler, and Max Fuller dive into one of the biggest shifts the trucking industry has ever faced. From the controversial driver shortage debate to federal regulations, fleet adoption, maintenance challenges, and the future of autonomous trucking, this conversation explores what's coming next for freight. Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this packed episode of FreightWaves Today, Craig Fuller, Malcolm Wilson, and the FreightWaves team break down one of the most important weeks of the year for trucking: the lead-up to the July 4th freight surge — often called trucking's “Super Bowl.” They discuss tightening capacity, rising spot rates, driver shortages, and why many large carriers believe the freight market has officially turned. The conversation also explores the future of autonomous trucks, AI in logistics, and how brokers and shippers are preparing for a potentially volatile peak season. This episode features insights from industry leaders and experts, including: Ken Adamo, Chief of Analytics at Ease Logistics and former DAT executive Dr. Jason Miller, supply chain economist and professor at Michigan State University Max Fuller, transportation industry veteran and founder of U.S. Xpress Fabrizio Alvear, Co-Founder and President of ePost Global Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves Today hosts Craig Fuller and Julie Van de Kamp come to you live from Samsara Beyond 2026. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves Today hosts Craig Fuller and Julie Van de Kamp come to you live from Samsara Beyond 2026. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight market is gearing up for a dynamic second half of the year, driven by capacity constraints rather than pure volume increases. Get ready for tighter conditions and potentially higher costs as industrial and retail sectors recover. Craig Fuller breaks down the latest SONAR data, Cass Freight Index, and container flows from China to reveal what's truly shaping the market. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight market is gearing up for a dynamic second half of the year, driven by capacity constraints rather than pure volume increases. Get ready for tighter conditions and potentially higher costs as industrial and retail sectors recover. Craig Fuller breaks down the latest SONAR data, Cass Freight Index, and container flows from China to reveal what's truly shaping the market. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Amazon's expansion into the LTL market is raising big questions across the transportation industry. In this episode, Craig Fuller, Tom Albrecht, and attorney Matt Leffler examine why Forward Air could be a strategic acquisition target for Amazon and what such a move would mean for carriers, brokers, and shippers. The conversation explores Forward Air's unique airport-to-airport network, the controversial Omni Logistics merger, and the legal battles that reshaped one of freight's most closely watched companies. The panel also breaks down Amazon's growing logistics ambitions and whether it can successfully build or buy its way into the LTL sector. Beyond M&A, the discussion turns to trucking safety, insurance requirements, freight fraud, FMCSA reforms, and the industry's ongoing struggle with outdated regulations. The hosts analyze proposed safety initiatives from the Truckload Carriers Association, debate higher insurance minimums, and discuss why stronger oversight of CDL training, ELD certification, and carrier registration could reshape the trucking landscape. Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome back to a Friday edition of What The Truck?!Malcolm Harris and Michael Vincent kick off the show with their signature banter before diving into some of the biggest stories shaping freight, transportation, and supply chain today.In this episode:* Amazon's latest move into the LTL market and what it could mean for established carriers* Craig Fuller's analysis of Amazon's freight strategy and whether acquisitions like Forward Air make sense* The Transportation Intermediaries Association's (TIA) push for FMCSA guidance following the Montgomery case* How rising liability concerns and insurance costs could impact brokers, carriers, and the future of the industry* The growing role of technology, compliance, and risk management in modern truckingPlus, Chief Business Development Officer Adam Kahn of Netradyne joins the show to discuss:* How safety technology is transforming fleet operations* Netradyne's partnership with one of the nation's largest Domino's franchise operators* The impressive 66% reduction in at-fault crashes following implementation* Driver coaching, AI-powered safety insights, and building a stronger safety cultureThe crew also talks freight fraud, cargo theft, supply chain AI, LNG export developments, entrepreneurship, and plenty of Friday fun along the way. Watch on YouTube Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome back to a Friday edition of What The Truck?!Malcolm Harris and Michael Vincent kick off the show with their signature banter before diving into some of the biggest stories shaping freight, transportation, and supply chain today.In this episode:* Amazon's latest move into the LTL market and what it could mean for established carriers* Craig Fuller's analysis of Amazon's freight strategy and whether acquisitions like Forward Air make sense* The Transportation Intermediaries Association's (TIA) push for FMCSA guidance following the Montgomery case* How rising liability concerns and insurance costs could impact brokers, carriers, and the future of the industry* The growing role of technology, compliance, and risk management in modern truckingPlus, Chief Business Development Officer Adam Kahn of Netradyne joins the show to discuss:* How safety technology is transforming fleet operations* Netradyne's partnership with one of the nation's largest Domino's franchise operators* The impressive 66% reduction in at-fault crashes following implementation* Driver coaching, AI-powered safety insights, and building a stronger safety cultureThe crew also talks freight fraud, cargo theft, supply chain AI, LNG export developments, entrepreneurship, and plenty of Friday fun along the way. Watch on YouTube Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS 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 today’s edition of The Scott Jennings Show, Scott Jennings focused on a pivotal Primary Day across the country, breaking down key races in Maine, South Carolina, North Dakota, Nevada, and California while examining what the results could mean for the political landscape heading into 2026. Then, Scott was joined by House Oversight Chairman Rep. James Comer discussing government fraud investigations and accountability efforts in Washington, while Craig Fuller explored the growing economic and infrastructure challenges posed by America’s rapidly expanding AI data center industry. Later, KC Crosbie joined the show to discuss election integrity and concerns surrounding noncitizen voter registration, while legal analyst Danny Cevallos provided insight into the Karmelo Anthony trial and its broader implications. Scott also weighed in on Democratic efforts to distance themselves from controversial rhetoric, a new Axios report involving the State Department and antisemitism concerns, and NASA’s latest announcement with guest Bethany Stevens. https://www.balanceofnature.com https://www.chevron.com See omnystudio.com/listener for privacy information.
What does it actually mean to be a "safe" carrier in today's freight market? In this episode, Craig Fuller sits down with transportation attorney Matt Leffler to discuss the growing legal risks facing brokers, carriers, and shippers as negligent selection lawsuits continue to reshape the industry. They break down the real-world impact of nuclear verdicts, the legal standards brokers are being held to, and why recent court decisions are forcing transportation companies to rethink carrier vetting, compliance, and risk management. Whether you're a broker, carrier, shipper, transportation executive, or industry professional, this conversation offers a clear look at the legal realities shaping freight today. Subscribe for more conversations on freight, logistics, transportation, supply chain, and the business of moving America. Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on Freight Expectations, Craig Fuller and Matthew Leffler dive into the hidden forces reshaping the freight industry — from International Roadcheck Week and unsafe equipment on America's highways to the growing legal exposure facing brokers, carriers, and trailer manufacturers. They break down the FMCSA's evolving enforcement priorities, the reality behind trailer maintenance and out-of-service violations, and why one in five inspected trucks still fails safety inspections. The conversation also explores the massive implications of the Montgomery broker liability case, nuclear verdicts against manufacturers like Wabash, and why many freight companies may be dangerously unprepared for what comes next. Plus: AI-powered freight research, GLP-1 drugs reshaping consumer behavior, industrial real estate optimism, and why trailer manufacturers may be the most bearish players in transportation today. Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Did the freight industry establishment intentionally sell out the American truck driver? In this episode of Freight Expectations, FreightWaves Founder & CEO Craig Fuller and "The Armchair Attorney" Matthew Leffler dive into the harsh realities behind Craig's recent New York Times op-ed. They break down how the "perpetual driver shortage" myth was engineered to lower barriers to entry, ultimately driving down wages and destroying the middle-class dream of trucking. Plus, Matt lays out his highly unpopular 3-step plan to fix highway safety, and the guys unpack a wild conspiracy theory regarding the C.H. Robinson Supreme Court case. Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Freight Expectations, Matthew Leffler and Craig Fuller dive deep into the "Great Freight Awakening" currently sweeping across the United States. As major media outlets like 60 Minutes turn their spotlight on the industry, the public is finally beginning to see the cracks in the facade of modern supply chains—from the manipulation of Electronic Logging Devices (ELDs) to the tragic reality of 5,000 truck-related fatalities every year. Craig and Matt explore the controversial but necessary conversation around American citizenship for trucking company owners, drawing parallels to the strict regulations found in the aviation and banking industries. They argue that without domestic accountability, bad actors—specifically foreign entities operating from overseas—can continue to defraud drivers and compromise highway safety with zero fear of criminal prosecution. Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight industry has long been thought of the circulatory system of the economy.It's how the things bought & sold through commerce get from point A to point B in the real world. And when today's guest last appeared on this channel back in November, he warned that freight volumes had fallen dramatically due to tariff uncertainty and economic sluggishness. A recession in the economy of "real things" looked imminent.But...the situation now seems to be experiencing a sharp and welcome turnaround. Freight volumes are up. And US manufacturing is on course to enjoy one of the best markets in years.What's responsible for this happy development? How sustainable does it look to be? Could the ramifications of the war in Iran and the resulting oil price shock derail this recovery?To discuss, we're fortunate to welcome back to the program Craig Fuller of Freightwaves, a price reporting agency (PRA) focused on the global freight market and the leading provider of high-frequency data for the global supply chain.WANT PROFESSIONAL HELP? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#economy #transportation #industrial _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.
In this episode of Freight Expectations, Matthew Leffler and Craig Fuller dive into the "insane" volatility of the current freight market, where spot rates are on fire despite—or perhaps because of—rising global tensions. The duo breaks down the "bleeding edge" data showing a surprising surge in domestic demand and discusses why the U.S. might be the most resilient player in a fragmenting global landscape. Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
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