Podcasts about freightwaves

Rob is the Vice President and Founder of Smarter Finance USA, an equipment financing firm dedicated to helping small and mid-sized businesses secure the capital they need to purchase equipment and grow. With more than 20 years of experience in financial analysis, business valuation, and financial services, Rob founded the company to bring greater transparency and straightforward guidance to the equipment financing industry. Rob combines a strong financial background—with a Bachelor's degree in Economics from the University of California, Irvine, an MBA in Finance from Pepperdine University, and completion of CFA Level II—with practical, real-world lending expertise. He is also the host of The Smarter Business Finance Podcast and has been featured by industry publications and podcasts including Manufacturing.net, FreightWaves, Business.com, Overdrive, and The Lead Pedal Podcast, where he shares insights on equipment financing, trucking finance, and common funding mistakes made by business owners. Rob's perspective would be especially valuable for conversations around equipment financing, commercial lending, trucking finance, business growth strategies, and how entrepreneurs can avoid common financing pitfalls while accessing capital. During the show we discuss: Why equipment should generate enough cash flow to justify its cost How to evaluate the ROI of an equipment purchase How to determine whether renting or financing equipment makes more sense How to identify when equipment financing is likely to improve cash flow How to avoid overextending the business with debt How to spot predatory short-term financing How to recognize a potential deposit scam How to identify an FMV lease You can explore more about Rob here: Website: https://www.smarterfinanceusa.com/ LinkedIn: https://www.linkedin.com/in/rob-misheloff/

Labor Day is just around the corner, but is the freight market ready for the traditional fall surge? On this episode of FreightWaves Today, we break down the latest signals across trucking, rail, freight technology and the broader supply chain. We cover the proposed Union Pacific–Norfolk Southern mega-merger, a wave of freight and logistics bankruptcies, and new federal pilot programs that could give truck drivers more flexibility with hours of service.Then, we dive into the growing battle between Highway and Motive over ELD data access — and what the dispute could mean for small carriers, brokers, fraud prevention and access to freight. AVRide Chief Commercial Officer Sergei Kirillov joins the show to discuss autonomous vehicles, delivery robots, robotaxis, college-campus deliveries and what it will take for autonomous delivery to expand into more cities and suburban markets. We also examine the latest SONAR freight data heading into Labor Day, including tender rejection rates, spot rates and whether the anticipated peak-season surge is finally beginning to emerge. Plus, Trains Editor Bill Stephens joins from the North Carolina Transportation Museum to discuss Mexico's growing rail market, Grupo México's innovative rail-ferry operations and the technology and security measures being used to combat cargo theft. And in Freight Expectations with Matt Leffler, we tackle organized cargo crime, the push for the Combating Organized Retail Crime Act (COCA), the legal risks surrounding double brokering, and how massive AI data-center construction is creating new demand for industrial freight. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to FreightWaves Today! Host Malcolm Harris and Zach Strickland kick off today's show breaking down the latest supply chain headlines, market data, and major industry developments. Morning Minute Headlines: Kenco successfully deploys six supply chain AI agents in just three months with Deep Fabric; Canadian authorities seize nearly 850 lbs of cocaine at the Bluewater Bridge; and a deep dive into the massive global container ship order book pressuring ocean rates. State of Freight Fraud: Danielle Spinelli (Director of Partnerships at Gen Logs & "The Fraud Girl") breaks down Q2 cargo theft trends, high-value target risks, and how Gen Logs' nationwide sensor network helps catch criminals and assist law enforcement. $100M Tech Acquisition: Andrew Wimer and Mitch Mitchell join the show to discuss Descartes acquiring Ty Software. Learn how combining AI-powered brokerage workflows with global visibility tools like MacroPoint aims to streamline broker operations into a single execution layer. Driver-Led Innovation: 20-year veteran professional truck driver James Boyce, founder of Bubba Lee LLC, introduces the "Trucker Tote"—a modular console designed to eliminate cab distractions, improve safety, and help fleets prevent thermonuclear verdicts. SONAR & Freightnomics Update: Lead Economist DJ Donahue and Ben Peterson (Head of Shipper Solutions) join Zach for a deep dive into tender rejections, Q2 GDP revisions, PCE inflation figures, and strategic shipper advice for the upcoming bid season. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

We are talking toe socks, virtual tap dance lessons, Abby Lee Miller, a Little Debbie Bandit, and so much more. Episode 195 was mixed and edited by Kevin Betts.Want BONUS CONTENT? Join our PATREON! Explore everything Camp Shady Birch has to offer at CampShadyBirch.com!Sponsors:➜ Go to Progressive.com to see if you could save on insurance.Works Cited:➜ Brink, Phil. “Police: Little Debbie Snack Fraud Scheme Involved Deliveries That Never Happened.” FreightWaves, 8 Aug. 2026.➜ Nadeau, Barbie Latza. “Scenic Spot in Italian Mountains Overrun by Tourists Seeking the Perfect Pastry.” CNN, 19 Aug. 2026.Camp Songs:Spotify Playlist | YouTube Playlist | Sammich's Secret MixtapeSocial Media:Camp Counselors TikTokCamp Counselors InstagramCamp Counselors FacebookCamp Counselors TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

This episode of FreightWaves Today covers critical shifts across truckload market dynamics, equipment remarketing, cross-border trade, software consolidation, and global energy risks. Used Truck Market Update: Chris Backeberg (President, Daimler Trucks Remarketing) discusses tight sleeper and day cab inventories, stable used-truck pricing, and fleet age/maintenance cycles. Spot Market & Bidding Dynamics: Rush Feldhacker (Tabi) details Tabi's Pricing Pressure Index and how disciplined brokers leverage spot data and automation to navigate shifting pricing power. Credit Quality & Energy Risks: John Kingston (FreightWaves) dives deeper into BMO's credit metrics, historical diesel crack spreads, and seasonal heating oil demand. ⁠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

In this Best Of episode of FreightWaves Today, we are replaying top industry interviews that focus on earnings before diving into an exclusive freight market breakdown. David Parker, founder and CEO of Covenant Logistics, weighs in on the urgent necessity of federal tort reform in the face of skyrocketing insurance costs and severe "nuclear verdicts". He also breaks down Covenant's strategic shift away from one-way over-the-road freight and shares his perspective on where we stand in the current market cycle. Julie Van de Kemp breaks down the latest market trends using FreightWaves SONAR, featuring key insights on: Spot vs. Contract Rates: Tender rejections and volumes are stabilizing. Meanwhile, contract rates continue to rise, significantly narrowing the rate gap with spot market pricing. Intermodal Savings Index: Why intermodal rates have remained relatively steady compared to volatile truckload spot and contract rates, offering massive cost savings. Top Cost-Saving Lanes: Analysis of high-savings outbound routes, including key East Coast and Midwest corridors out of Atlanta and Pennsylvania. Rail Merger Impact: How current railroad merger discussions could keep intermodal contract rate increases quiet to avoid regulatory pushback from shippers. FreightWaves Finance Editor Todd Maiden shares his expert financial perspective on the public transport sector. He breaks down recent earnings reports, key Wall Street movements, and what carrier financial disclosures reveal about underlying demand and market health. Chris Versace brings a high-level macroeconomic and OEM market perspective to the show. He analyzes transportation stocks, equipment manufacturing trends, and what broader economic indicators signify for freight volumes moving forward. ArcBest President & CEO Seth Runser dives into the company's strong performance, early signals of demand recovery, and their strategic consolidation efforts. He also highlights ArcBest's latest platform technology and how LTL carriers are adapting to changing market conditions. Aaron Graft, CEO of Triumph Financial, discusses the real-world operational pressures hitting independent truckers and small fleets. He outlines how surging input costs—from insurance to equipment and fuel—are squeezing carrier margins and how tech-driven financial tools are helping operators stay afloat. ⁠Follow the FreightWaves NOW Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Broadcasting live from the College Football Hall of Fame in Atlanta, Georgia, this episode of FreightWaves Today dives into major industry headlines and explores Atlanta's vital role as a global freight and logistics hub. The hosts cover crucial market trends—from regulatory impacts on capacity to rail surge data and cold chain innovations—alongside interviews with top supply chain executives. Clayton Griffin (President, OTR Solutions): Discusses the factoring industry, OTR Select's capacity and data product, fraud mitigation, non-recourse models, and market cycle predictions amid regulatory crackdowns. Tony Broyles (Head of Sales, Overdrive Logistics): Shares insights from both the shipper and broker perspectives, highlighting how market tightening, capacity shifts, and authentic networking shape modern freight relationships. Ed Elkins (EVP & Chief Commercial Officer, Norfolk Southern): Explores Atlanta's historical and modern significance in rail logistics, mode conversion in the "Golden Triangle," reshoring trends, and the strategic vision behind the pending transcontinental rail merger. Brian Dunn (SVP of Facilities & Engineering, Americold): Breaks down cold storage growth, energy efficiency, risk resiliency during extreme weather, and how AI technology optimizes thermal management across temperature-controlled facilities. ⁠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

In today's show, we are jumping straight into two major legal battles shaping our industry. First, we break down a FreightWaves report on 22 states suing to stop a massive federal request for 17 million CDL holder records, looking at the thin line between FMCSA driver safety enforcement and commercial driver privacy.  Next, we'll move to an Overdrive article detailing how federal courts are cracking down on double brokering and enforcing vicarious liability following devastating accidents involving companies like A1 Logistics and Penske.  If you are a freight broker, this is your wake-up call to stop turning a blind eye, tighten your carrier vetting processes, and fix your internal operations before getting dragged into a courtroom!   Resources / References https://www.freightwaves.com/news/why-22-states-are-suing-to-block-a-federal-demand-for-17-million-truckers-records https://www.overdriveonline.com/business/article/15832732/courts-cracking-down-on-double-brokers-with-two-important-cases  

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

Join Craig Fuller and Julie Van de Kamp on FreightWaves Today as they break down the critical developments shaping the freight, logistics, and supply chain markets. In the morning minute, they A look at an alarming $111 million wave of high-tech cargo thefts targeting semiconductor and data center freight, featuring coordinated "bump and run" syndicate tactics. Plus, an urgent FBI tax fraud investigation involving self-employed truck drivers in Georgia, and Mexico's surging heavy-duty truck production and export gains. Drone Warfare & Supply Chains: Analysis of Ukraine's drone strikes on Russian distribution hubs—including Wildberries facilities—and what targeting fulfillment networks means for modern logistics vulnerability. Freight Payments & Shippers of Choice: Jeff Pape (US Bank Corporate Payment Systems) stops by to discuss rising freight payment predictability, early holiday peak planning, emerging AI applications in logistics, and credit quality across the sector. SONAR Market Update: Craig and Julie break down SONAR's Tender Lead Time Index (OU.TLT), examining why shippers are tendering freight further in advance, how lead times impact tender rejections, and how to utilize the SONAR Coverage Guide to manage spot rate volatility. Real-World Tesla Semi Demo: Bob Lewis from Intercoastal Trucking shares first-hand driver feedback from testing the Tesla Semi in hard Northeast corridors, discussing range management, regenerative braking, maintenance savings, and charging infrastructure challenges. The Freight Cycle Debate: Ken Adamo (Chief Strategy Officer at Ease Logistics) and Dr. Jason Miller engage (Michigan State University) in a debate over capacity supply, driver availability, data center demand surges, and regulatory enforcement shifts. ⁠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

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

Welcome to today's episode of FreightWaves Today! In this episode, we explore the cutting-edge technology, Q2 financial results, supply chain strategies, and market dynamics shaping the logistics and transportation industry. Here is what we cover in today's show: AI-Powered Freight Execution with Overroute Alex Reed, Founding CEO of Overroute, joins the show to discuss the official launch of their AI-led freight execution platform. Developed in a year-long co-design partnership with J.B. Hunt, the platform uses AI agents to automate shipment coordination, detect exceptions, and streamline customer communications directly within existing carrier systems. Alex breaks down how the technology works day-to-day, how exceptions are handled, and the role of human oversight in AI-driven logistics. RXO Q2 Earnings & Market Share Growth Drew Wilkerson, Chairman and CEO of RXO, breaks down the company's Q2 financial performance and market strategy. RXO reported strong volume growth across its business, with truckload volume outperforming the market by growing 2%. Drew shares how a 42% spot mix drove gross profit per load, the impact of agentic AI on operational productivity, and why he believes the freight market is in the early stages of a recovery. Managing Summer Retail Surplus & Returns Amrita Bhasin, Co-Founder and CEO of Sotira, returns to discuss how retailers are navigating late-summer return spikes and excess seasonal inventory heading into fall. Amrita explains how Sotira leverages AI to match overstock inventory with secondary buyers and donation markets—helping brands protect their bottom line while keeping surplus goods out of landfills. Transportation M&A & Freight Market Capacity Craig Decker, Managing Director at Brown Gibbons Lang & Company, provides an inside look at the dealmaking environment across logistics and transportation. Craig explores how capacity leaving the system—rather than a surge in demand—is driving early signs of freight market recovery, and what buyers and sellers need to know about transportation M&A activity heading into 2026. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to today's episode of FreightWaves Today! In this episode, we explore the cutting-edge technology, Q2 financial results, supply chain strategies, and market dynamics shaping the logistics and transportation industry. Here is what we cover in today's show: AI-Powered Freight Execution with Overroute Alex Reed, Founding CEO of Overroute, joins the show to discuss the official launch of their AI-led freight execution platform. Developed in a year-long co-design partnership with J.B. Hunt, the platform uses AI agents to automate shipment coordination, detect exceptions, and streamline customer communications directly within existing carrier systems. Alex breaks down how the technology works day-to-day, how exceptions are handled, and the role of human oversight in AI-driven logistics. RXO Q2 Earnings & Market Share Growth Drew Wilkerson, Chairman and CEO of RXO, breaks down the company's Q2 financial performance and market strategy. RXO reported strong volume growth across its business, with truckload volume outperforming the market by growing 2%. Drew shares how a 42% spot mix drove gross profit per load, the impact of agentic AI on operational productivity, and why he believes the freight market is in the early stages of a recovery. Managing Summer Retail Surplus & Returns Amrita Bhasin, Co-Founder and CEO of Sotira, returns to discuss how retailers are navigating late-summer return spikes and excess seasonal inventory heading into fall. Amrita explains how Sotira leverages AI to match overstock inventory with secondary buyers and donation markets—helping brands protect their bottom line while keeping surplus goods out of landfills. Transportation M&A & Freight Market Capacity Craig Decker, Managing Director at Brown Gibbons Lang & Company, provides an inside look at the dealmaking environment across logistics and transportation. Craig explores how capacity leaving the system—rather than a surge in demand—is driving early signs of freight market recovery, and what buyers and sellers need to know about transportation M&A activity heading into 2026. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's show, we dive into the shifting macro landscape, major breakthroughs in artificial intelligence, and new solutions for fleet electrification:  Freight Market Shakeout: Ryan Farlow, Industrials Senior Analyst at RSM, discusses how regulatory enforcement, small-carrier cost pressures, and changing capital costs could trigger a capacity shakeout to rebalance freight pricing.  Enterprise AI at Scale: Adrian Smith, Co-Founder and CEO of Ripple, breaks down their record enterprise deployment with global freight forwarder JAS, detailing how bespoke AI automation transforms core workflows.  Autonomous Tech Milestones: Raquel Urtasun, Founder and CEO of Waabi, explains how the Waabi Driver achieved zero-retraining AI generalization by seamlessly transferring to the Volvo VNL Autonomous platform without new data.  Electrification Solutions: Pat White, VP of Commercial at OptiGrid, highlights how battery-integrated fast chargers enable fleets to bypass long utility delays and slash deployment timelines from years to weeks. ⁠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.

On today's show, we dive into the shifting macro landscape, major breakthroughs in artificial intelligence, and new solutions for fleet electrification:  Freight Market Shakeout: Ryan Farlow, Industrials Senior Analyst at RSM, discusses how regulatory enforcement, small-carrier cost pressures, and changing capital costs could trigger a capacity shakeout to rebalance freight pricing.  Enterprise AI at Scale: Adrian Smith, Co-Founder and CEO of Ripple, breaks down their record enterprise deployment with global freight forwarder JAS, detailing how bespoke AI automation transforms core workflows.  Autonomous Tech Milestones: Raquel Urtasun, Founder and CEO of Waabi, explains how the Waabi Driver achieved zero-retraining AI generalization by seamlessly transferring to the Volvo VNL Autonomous platform without new data.  Electrification Solutions: Pat White, VP of Commercial at OptiGrid, highlights how battery-integrated fast chargers enable fleets to bypass long utility delays and slash deployment timelines from years to weeks. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of FreightWaves Today, co-hosts Zach Strickland and Julie Van de Kamp break down the latest market-moving headlines across the freight, logistics, and supply chain landscape. Driver Pay & Payroll Trends: Mike Ritzema, President and Founder of Superior Trucking Payroll Service, joins the show to discuss the Driver Pay Index reaching a record 170.04. He walks through what real payroll data reveals about rising driver compensation, surging turnover rates in June, and how carrier owners can adjust pay structures to navigate tightening margins. Scaling D2C Cold Chain Fulfillment: Juan Camilo Meisel, Founder and CEO of Grip, dives into the fast-growing world of direct-to-consumer perishable logistics. Juan shares insights on shipping over $3 billion in temperature-sensitive goods, why frozen products are leading the charge, and the strategic addition of industry veteran John Hummel as President of Grip Fulfillment to drive their next phase of expansion. Freightnomics & Macroeconomic Update: On the second half of the show, Zach Strickland and DJ Donahue break down the latest ISM manufacturing data, ADP labor metrics, and modal shifts between truckload and intermodal. Plus, Dr. Zack Rogers drops in for his monthly analysis of the Logistics Managers' Index (LMI), breaking down inventory cost deltas, capacity contractions, and what to expect heading into Q4. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stand out in a crowded freight market and learn how to leverage AI without losing your authentic voice in marketing in today's episode with The Robinson Agency's CEO, Adam Robinson, uncovering the real side of digital marketing in transportation! We tackle everything from crafting a rock-solid brand messaging strategy that actually resonates with shippers, to navigating the realities of LTL shipping, market capacity shifts, and the future of freight tech.  At the end of the day, it's not just about pushing out generic, AI-generated content; it's about proving you're an actual human being who genuinely cares about customer service when margins get thin.  If you want to future-proof your freight business, execute a winning communication strategy, and plug in because this episode is your blueprint!   About Adam Robinson Adam Robinson, TRA's Founder and CEO, has worked in sales and marketing from the start of his career, and when he entered the world of logistics in 2012, he knew this is where he would stay. He's served as Marketing Manager at a third-party logistics company, Director of Product Marketing at a logistics technology company, and Vice President of Product Marketing at FreightWaves. In 2021, Adam founded The Robinson Agency, bringing together a team of professionals each with expertise at the intersection of marketing and logistics. TRA offers strategic messaging, content strategy and production, inbound organic search traffic, and advertising to yield high-quality leads that turn into customers.   Connect with Adam Website: https://www.the-robinson-agency.com/  LinkedIn: https://www.linkedin.com/in/markadamrobinson/  

In this episode of FreightWaves Today, co-hosts Zach Strickland and Julie Van de Kamp break down the latest market-moving headlines across the freight, logistics, and supply chain landscape. Driver Pay & Payroll Trends: Mike Ritzema, President and Founder of Superior Trucking Payroll Service, joins the show to discuss the Driver Pay Index reaching a record 170.04. He walks through what real payroll data reveals about rising driver compensation, surging turnover rates in June, and how carrier owners can adjust pay structures to navigate tightening margins. Scaling D2C Cold Chain Fulfillment: Juan Camilo Meisel, Founder and CEO of Grip, dives into the fast-growing world of direct-to-consumer perishable logistics. Juan shares insights on shipping over $3 billion in temperature-sensitive goods, why frozen products are leading the charge, and the strategic addition of industry veteran John Hummel as President of Grip Fulfillment to drive their next phase of expansion. Freightnomics & Macroeconomic Update: On the second half of the show, Zach Strickland and DJ Donahue break down the latest ISM manufacturing data, ADP labor metrics, and modal shifts between truckload and intermodal. Plus, Dr. Zack Rogers drops in for his monthly analysis of the Logistics Managers' Index (LMI), breaking down inventory cost deltas, capacity contractions, and what to expect heading into Q4. 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

Craig and Julie cover the entire supply chain spectrum in this packed episode! GEODIS CEO Laura Ritchey recaps her first year leading the company, while John Brooks introduces the new WOW Supply Chain Activity Index from Warehouse on Wheels. Plus, Sope Creek Capital's Kevin Nolan breaks down recent earnings and freight trends, Port of LA Executive Director Gene Seroka celebrates a record-breaking month, and FreightWaves' Eric Kulisch unravels the mystery of a ghost fleet of unbranded cargo planes. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Craig and Julie cover the entire supply chain spectrum in this packed episode! GEODIS CEO Laura Ritchey recaps her first year leading the company, while John Brooks introduces the new WOW Supply Chain Activity Index from Warehouse on Wheels. Plus, Sope Creek Capital's Kevin Nolan breaks down recent earnings and freight trends, Port of LA Executive Director Gene Seroka celebrates a record-breaking month, and FreightWaves' Eric Kulisch unravels the mystery of a ghost fleet of unbranded cargo planes. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Craig and Julie have a jam packed show to start of the week! FreightWaves Finance Editor, Todd Maiden, starts things off talking railroad earnings. He breaks down how major carriers like Schneider National handily beat expectations, signaling the early stages of a capacity-constrained rate recovery. Schneider captured double-digit rate increases on contract renewals during Q2. Zak Andersoe, Chief of Staff and VP of Corporate Relations at BNSF, outlined why the railroad strongly opposes the proposed merger between Union Pacific (UP) and Norfolk Southern (NS). He explains how the merger creates an unprecedented level of market power (over 50% market share in the combined entity), which BNSF argues will ultimately raise prices and reduce competition for shippers—particularly bulk and carload shippers who lack competitive alternatives. Trent Broberg, CEO of FullBay, highlighted key trends and operational pressures across heavy-duty maintenance shops. Brian Fielkow, EVP of Risk Resources at Acrisure, detailed how safety directly drives productivity and enterprise value. Alex Tabarrok, Chair in Economics at George Mason University, presented findings from a white paper on autonomous vehicle (AV) adoption and opposition. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Craig and Julie have a jam packed show to start of the week! FreightWaves Finance Editor, Todd Maiden, starts things off talking railroad earnings. He breaks down how major carriers like Schneider National handily beat expectations, signaling the early stages of a capacity-constrained rate recovery. Schneider captured double-digit rate increases on contract renewals during Q2. Zak Andersoe, Chief of Staff and VP of Corporate Relations at BNSF, outlined why the railroad strongly opposes the proposed merger between Union Pacific (UP) and Norfolk Southern (NS). He explains how the merger creates an unprecedented level of market power (over 50% market share in the combined entity), which BNSF argues will ultimately raise prices and reduce competition for shippers—particularly bulk and carload shippers who lack competitive alternatives. Trent Broberg, CEO of FullBay, highlighted key trends and operational pressures across heavy-duty maintenance shops. Brian Fielkow, EVP of Risk Resources at Acrisure, detailed how safety directly drives productivity and enterprise value. Alex Tabarrok, Chair in Economics at George Mason University, presented findings from a white paper on autonomous vehicle (AV) adoption and opposition. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

It's a action-packed Friday episode of FreightWaves Today! Host Craig Fuller, Julie Van de Kamp, and guest host Max Fuller dive deep into the latest earnings releases, critical market shifts, and major legal developments rocking the supply chain industry. In this episode, we cover: Spotlight on ArcBest: President & CEO Seth Runser joins the show to discuss ArcBest's impressive Q2 performance, signs of an early demand recovery, their strategic rebranding (consolidating Molo and Panther), and the launch of the new ArcBest View platform. Freight Market Deep Dive: A breakdown of 5 key market pillars—from capacity exits and durable spot rates to shifting driver recruiting dynamics. C.H. Robinson & Earnings Roundup: Senior Editor John Kingston drops by to unpack C.H. Robinson's earnings call, headcount reductions, and the lingering overhang of recent litigation. Legacy Carriers & Market Supercycle: Covenant Logistics Founder & CEO David Parker sits down to discuss Covenant's transition away from one-way OTR, driver market constraints, rising insurance burdens, and why we might be in the early stages of a freight supercycle. Freight Expectations: Transportation attorney Matt Leffler breaks down the massive $604M Lupus Superior nuclear verdict against C.H. Robinson, the legal concept of vicarious liability/co-employment, and why this case represents an existential threat to the freight brokerage model. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Malcom and Julie are live from the Westin in downtown Chattanooga at the Univar Solutions Carrier Kickoff Event. Key Segments & Highlights Rob McRae (VP of Transportation, Univar Solutions): Explains the strategy behind Univar's Carrier Kickoff and why investing in face-to-face relationships with carriers—especially in the specialized chemical and liquid bulk space—creates long-term reliability and market protection. Details what it takes to be awarded "Shipper of Choice," including driver engagement, internal talent recruitment, and maintaining disciplined, service-focused carrier scorecards. Brad Hadley (VP of National Accounts, Saia LTL Freight): Analyzes the industry shift of shipments moving from truckload to less-than-truckload (LTL) as truckload capacity tightens and rates rise.Highlights Saia's capital investments, terminal expansions, and their internal "Dock-to-Driver" training program designed to develop CDL drivers from within. Brian Riley (VP of National Account Sales, Arrive Logistics): Breaks down the "trilogy" relationship between shippers, carriers, and service providers. Discusses how shippers can navigate tightening capacity, handle lower-volume "tail" lanes, and adopt proactive contract adjustments to avoid volatile spot market pricing. Ben Caplenor (EVP of Operations, LRT Solutions): Shares insights on operational growth, prioritizing service and safety amidst industry headwinds, and how smaller carriers can leverage cost-effective technology to free up team bandwidth. Tyson Wimberly (SVP of Sales & Revenue Management, Covenant Logistics): Discusses Covenant's evolution into a full-service logistics organization, its focus on alternative fuel sustainability, and the critical importance of predictable scheduling and fair pay for professional truck drivers. ⁠⁠Follow the FreightWaves Today Podcast⁠⁠ ⁠⁠Other FreightWaves Shows⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Join the Craig and Julie as they dive deep into a jam-packed Wednesday broadcast covering the latest Q2 earnings, market trends, rail updates, and freight technology! In This Episode: Market Dynamics & Q2 Earnings Overdrive: The hosts unpack earnings season highlights across the supply chain, analyzing surging revenue metrics, tight capacity, and how asset-based carriers like Werner Enterprises, Night-Swift, and Old Dominion (posting an unheard-of 70.1 operating ratio!) are navigating the market recovery. Trailer Optimization with Repower: Chris Hines, CEO of Repowr ("The Trailer Whisperer"), discusses the launch of TOP (Trailer Optimization Platform). Learn how automating execution layers and managing trailer pools helps carriers eliminate empty miles, improve driver retention, and stop revenue leak. Inside an Employee-Owned Fleet: Brent Nussbaum, CEO of Nussbaum Transportation, shares why transitioning to an ESOP in 2018 transformed their culture, maintained an impressive ~30% turnover rate, and created sustainable growth. Plus, a look at how Nussbaum is leveraging their new pricing technology, BidRight. Rail Industry & STB Merger Updates: Bill Stevens, Editor of Trains Magazine, drops in for the weekly Association of American Railroads (AAR) report. The team breaks down carload and intermodal trends, along with key takeaways from the "Future of Rail" symposium regarding Union Pacific and Norfolk Southern's proposed transcontinental merger. OEM Market Analysis: Chris Versace (Chief Investment Officer at Tematica / Portfolio Manager at TheStreet Pro) analyzes transport stocks, UPS's restructuring struggles against Amazon Flex, and PACCAR's strong demand outlook amidst the impending EPA 2027 emissions pre-buy. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to a Wednesday edition of WHAT THE TRUCK?!? — the fastest 45 minutes in freight! Hosts Malcolm Harris and Michael Vincent break down the biggest news and trends across the supply chain, from high-stakes freight security to the future of electric fleet infrastructure. On This Episode: Tragic Rail Container Smuggling Incident: The hosts cover a disturbing story reported by FreightWaves' Phil Brink regarding seven migrants who tragically lost their lives inside a sealed rail container in Texas and the 11 defendants facing life sentences. They analyze the criminal smuggling networks, carrier liability, and differences between maritime and rail security regulations. EV Infrastructure Realities with EV Realty: Patrick Sullivan, Co-Founder & CEO of EV Realty, joins the show to discuss what it actually takes to support commercial electric trucks. He breaks down the industrial real estate and power grid challenges facing fleet electrification, why drayage and regional routes are leading adoption, and how data drives fleet hub locations. Tackling Freight Fraud with Cipher & Row: John Nolan, Co-Founder, CEO, and Chief Systems Architect at Cipher & Row, stops by to discuss the escalating issue of freight fraud. He explains how AI-driven packet scanning, carrier vetting, and timestamped audit trails help brokers protect themselves against reincarnated carriers and compliance risks. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - GNOSIS FREIGHT⁠ ⁠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 to a Wednesday edition of WHAT THE TRUCK?!? — the fastest 45 minutes in freight! Hosts Malcolm Harris and Michael Vincent break down the biggest news and trends across the supply chain, from high-stakes freight security to the future of electric fleet infrastructure. On This Episode: Tragic Rail Container Smuggling Incident: The hosts cover a disturbing story reported by FreightWaves' Phil Brink regarding seven migrants who tragically lost their lives inside a sealed rail container in Texas and the 11 defendants facing life sentences. They analyze the criminal smuggling networks, carrier liability, and differences between maritime and rail security regulations. EV Infrastructure Realities with EV Realty: Patrick Sullivan, Co-Founder & CEO of EV Realty, joins the show to discuss what it actually takes to support commercial electric trucks. He breaks down the industrial real estate and power grid challenges facing fleet electrification, why drayage and regional routes are leading adoption, and how data drives fleet hub locations. Tackling Freight Fraud with Cipher & Row: John Nolan, Co-Founder, CEO, and Chief Systems Architect at Cipher & Row, stops by to discuss the escalating issue of freight fraud. He explains how AI-driven packet scanning, carrier vetting, and timestamped audit trails help brokers protect themselves against reincarnated carriers and compliance risks. Watch on YouTube Visit our sponsor - GNOSIS FREIGHT Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain 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

This jam-packed episode of FreightWaves Today covers major industry-shaking news, featuring a massive nuclear lawsuit judgment against C.H. Robinson, key updates across intermodal rail,yard security technology, and last-mile logistics. The show opens with the fallout from a $604 million nuclear lawsuit verdict handed down in Dallas County Court against C.H. Robinson and motor carrier Lupus Superior following a fatal multi-vehicle pileup in Mississippi. Cassandra Gaines, Founder of Carrier Assure, and FreightWaves journalist John Kingston join to analyze what this landmark post-Montgomery decision means for freight brokers nationwide. Later in the show, the hosts speak with Paul Svindland (CEO of Mallory Alexander and former CEO of Celadon) about his career navigating distressed supply chain companies, before exploring yard security, booming rail earnings, and the impact of the housing slowdown on last-mile delivery. ⁠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

The trucking crackdown is here. The question is...will your company survive it? FMCSA has rewritten the playbook. CSA has undergone its biggest overhaul in years. English proficiency enforcement is back in force. DataQs are more important than ever. And freight fraud has exploded into one of the biggest threats facing carriers today. One bad inspection. One stolen identity. One double-brokered load. One compliance mistake. That's all it takes to turn a profitable trucking company into tomorrow's cautionary tale. In this episode of Brake Check, Charles Gracey sits down with two industry experts who have worked both sides of enforcement. Rob Carpenter, VP of Compliance at TruckSafe, shares what carriers need to know about FMCSA audits, driver qualification files, freight fraud, identity theft, double brokering, compliance, and protecting your business before criminals or regulators...show up at your door. Then John Seidl, former Wisconsin State Motor Carrier Trooper and FMCSA Investigator, explains what inspectors are really looking for during roadside inspections, how the new CSA scoring system affects carriers, how English proficiency enforcement is playing out in the real world, and how DataQ challenges can remove violations that never should have been written in the first place. In this episode: The biggest FMCSA and CSA changes every carrier needs to know What inspectors are actually looking for roadside How to survive an FMCSA audit Driver qualification file mistakes that can cost you The freight fraud scams targeting carriers today Identity theft, double brokering, and fictitious pickups explained How to protect your authority and your business How DataQs really work and when you should fight a violation The inspection mistakes that destroy CSA scores Practical compliance strategies every fleet can use today Whether you're an owner-operator, small fleet, safety director, dispatcher, broker, or trucking executive, this episode delivers practical advice you can put to work immediately. If you're serious about protecting your business, lowering risk, and staying ahead of the next enforcement wave, this is one episode you can't afford to miss. Subscribe to FreightWaves for more trucking news, carrier insights, and industry-leading conversations. ⁠Follow the Brake Check Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of FreightWaves Today covers key developments across logistics, freight technology, and the industrial economy: Key Episode Highlights & Topics Industry News & AI Breakthroughs: The hosts review major headlines, including JB Hunt's partnership with startup Overroot to deploy AI-led freight execution platform agents across millions of loads. They also examine Forward Air's nonbinding agreement to retain 50% to 75% of a crucial $250 million account (believed to be NVIDIA) that was at risk due to customer diversification, alongside MARAD's agreement with the Port of Long Beach to test small modular nuclear reactors (SMRs). Modal Shifts & Bulk Logistics with Circle Logistics: Nicholas Schipe, Director of Premium Transportation at Circle Logistics, discusses automotive expedited shipping, intermodal conversions, and chemical/liquid bulk freight. He highlights how supply disruptions, port downtimes, and domestic energy production trends (like wastewater and transformer oils) drive modal shifts between rail and truckload. AI and Automation in Warehousing: Andre Luecht, Global Strategy Lead for Transport & Logistics at Zebra Technologies, details how "physical AI," mobile devices, and environmental sensors (e.g., tracking temperature, shock, and ripening gases) empower frontline warehouse workers. He explains how smart assistants give frontline workers instant access to tribal knowledge and standard operating procedures. AAR Rail Data Analysis: The hosts break down the latest Association of American Railroads (AAR) weekly report, pointing to overall volume growth (up 3.4% total traffic, 3.8% intermodal) as a strong indicator of industrial momentum. They contrast solid U.S. demand with declines in Canadian auto parts and commodities tied to trade policy uncertainties. Class 8 Truck Orders & Used Market Dynamics: Chris Ciolino (Industrials Analyst from Bloomberg Intelligence) shares insights on strong Class 8 truck orders and dealer sentiment. He notes that while order backlogs are full through early 2027, much of the volume represents replacement demand ahead of EPA 2027 regulations rather than aggressive fleet expansion, due in part to driver shortages, engine pricing, and tariff impacts. Earnings & Financial Trends with Triumph: Aaron Graft, CEO and Founder of Triumph, breaks down their spectacular Q2 earnings. He reports a 26% increase in average invoice size in their factoring business and highlights why this tight, supply-driven freight market feels structural rather than short-lived. He also discusses operational efficiencies, their 65% market touch in brokered freight, and the rapid 49% growth of their LoadPay digital wallet product. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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In this action-packed episode of FreightWaves Today, hosts Julie Van de Kamp and Malcolm Harris break down the biggest stories impacting global supply chains, cross-border commerce, and freight fraud.From escalating military conflict in the Strait of Hormuz to billion-dollar federal fraud busts and deep dives into freight market economic trends, we've got you covered! The Strait of Hormuz & Legal Liability Nitsana Darshan-Leitner (Founder & President, Shurat HaDin / Israeli Law Center) joins the show for a discussion on Iranian missile strikes on oil tankers, legal recourse for shipowners, international sanctions, and military blockades. Verified: $1B Cargo Theft Ring & CDL Fraud Crackdown Philip Brink (Head of Fraud, Media, and Education at FreightWaves) unpacks the FBI's $1B international cargo theft network, the DHS/DOT crackdown on 75 fraudulent CDL training schools, and Indiana State Police interdictions. Freight Economy Data & AI Infrastructure Bubble? Dr. Jason Miller (Supply Chain Professor, Michigan State University) on why AI data center buildouts are driving electrical/steel freight, whether an AI CapEx bubble is forming, and capacity forecasts through 2027. Digital Broker Liability & Carrier Vetting in Court Cassandra Gaines (Founder & CEO, Carrier Assurer) breaks down how broker technology and unmanaged data can be used in court, mitigating nuclear lawsuits, double-brokering traps, and shipper liability at the guard shack. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to another jam-packed episode of FreightWaves Today! In today's broadcast, we break down the latest shifting dynamics across the logistics, freight, and supply chain industries. From major LTL restructuring news and federal crackdowns on CDL fraud to exclusive expert insights on AI and global geopolitics, we've got everything you need to stay ahead of the curve.We dive deep into ArcBest's massive rebranding and workforce optimization, look at why the mid-July "summer doldrums" aren't as weak as they seem, and discuss the future of purpose-built, sovereign AI models in logistics. Finally, in our Freight Expectations segment, we debate the real economic impact of the ongoing conflict in the Strait of Hormuz and break down the unprecedented $1.5 trillion U.S. defense budget.Don't forget to like, subscribe, and hit the notification bell to never miss an update on the freight economy! Learn more about your ad choices. Visit megaphone.fm/adchoices

What's really happening inside FMCSA? In this exclusive episode of Brake Check, FMCSA Administrator Derek Barrs joins us for a candid conversation about the issues shaping trucking today. No press releases. No prepared statements. Just the questions America's truckers and carriers have been asking. We discuss MOTUS....why FMCSA believed the industry needed it, the challenges during rollout, what went wrong, what's been fixed, and where the platform is headed next. We also tackle freight fraud, identity verification, randomized MC numbers, enforcement, recent high-profile commercial vehicle crashes, and what FMCSA believes the industry must do to improve safety while protecting legitimate carriers. Inside this episode: Why FMCSA built MOTUS in the first place The real story behind the rollout What FMCSA learned from early issues What's been fixed—and what's still improving How MOTUS is changing freight fraud prevention Identity verification vs. authority verification Recent truck crashes and the future of safety enforcement What truckers and carriers should expect from FMCSA moving forward Whether you're an owner-operator, fleet owner, safety director, broker, or professional driver, this conversation offers a rare opportunity to hear directly from the person leading the agency responsible for commercial motor vehicle safety in America. If you want honest conversations with the people shaping the future of trucking, subscribe to FreightWaves and never miss an episode of Brake Check. Because understanding the rules is one thing... Understanding where they're headed is another. ⁠Follow the Brake Check Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of FreightWaves Today features a comprehensive breakdown of the major industry earnings reports that shook the market, with a primary focus on JB Hunt's impressive quarterly performance. Key discussion topics include: Earnings Analysis: Beyond JB Hunt, the hosts discuss the bullish outlook from Prologis and the tightness in industrial warehouse capacity, indicating a shift in supply chain geography toward the center of the country. M&A in Freight: Eddie Zakowski and Spencer Tenney provide expert insight into the current mergers and acquisitions landscape. They debate the challenges private equity faces when entering the asset-heavy trucking market versus the relative success found in specialized freight niches (e.g., bulk, chemical). Industry Trends: The segment covers the impact of the Montgomery decision on carrier liability, the state of the spot market, and how capacity constraints are influencing shipper behavior and carrier recruitment. Freightonomics: Zach Strickland and Ben Peterson conclude the show by analyzing the Pricing Power Index (PPI), discussing how shippers can improve their "shipper of choice" status through facility efficiency, load leveling, and improved payment strategies. Viral Coverage: The hosts touch on recent real-world disruptions, including the harrowing video of a CN Rail train crew escaping wildfires in Ontario, Canada, and the broader impact of extreme weather on air quality and logistics operations. ⁠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!

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: