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Welcome to The Morning Minute, your definitive source for global supply chain market intelligence. Today we break down the massive news from UPS as the company begins offering delivery drivers $150,000 voluntary buyout packages to shrink its network and reduce headcount. We also look at major structural changes in logistics software, where cargo management maker WiseTech Global is cutting a third of its workforce in a massive artificial intelligence pivot. This two-year restructuring plan will eliminate up to 2,000 jobs as the company integrates new technologies into its customer platforms and internal operations. Finally, we cover a controversial 5-4 Supreme Court ruling that protects the United States Postal Service from being sued over intentionally misdelivered mail. The decision reinforces a postal exception in the Federal Tort Claims Act shielding the agency from liability, despite dissenting arguments that it provides much greater protection than originally intended. Stay tuned for our definitive analysis on how these major shifts will impact transportation industry participants. Make sure to visit FreightWaves for more unparalleled access to news, data, and commentary. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Freight Expectations, FreightWaves founder and CEO Craig Fuller and “The Armchair Attorney” Matthew Leffler dive into a historic day for the American supply chain. Following the Supreme Court's landmark ruling to overturn the use of the International Emergency Economic Powers Act (IEPA) for revenue generation, the duo analyzes the immediate legal and economic fallout for the trucking and shipping industries.From the potential for a massive West Coast import surge to the tactical shift toward Section 122 tariffs, Craig and Matt break down how this ruling creates a new “Black Swan” catalyst for freight demand. They also tackle the rising tide of ICE enforcement at truck stops, the legal complexities of abandoned cargo, and why the industry is finally embracing new, authentic voices over traditional associations. Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
As volatility continues into early 2026, Craig Fuller, CEO and founder of FreightWaves and Zach Strickland, Head of Freight Market Intelligence at SONAR break down what's changing, what's staying stubbornly uncertain, and what it all means for shippers, carriers, and brokers planning ahead. In this month's State of Freight webinar, presented by Fleet Owl, we'll cover: Winter weather's influence on transportation markets and how disruption impacts rates, capacity, and service Has the freight market flipped? Key indicators that may signal a shift in momentum Bullish or bearish? What current freight trends suggest about the broader economy Whether you're tracking spot rates, contract shifts, or macro signals, this session will provide a clear snapshot of where the market stands and where it may be headed next. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
As volatility continues into early 2026, Craig Fuller, CEO and founder of FreightWaves and Zach Strickland, Head of Freight Market Intelligence at SONAR break down what's changing, what's staying stubbornly uncertain, and what it all means for shippers, carriers, and brokers planning ahead. In this month's State of Freight webinar, presented by Fleet Owl, we'll cover: Winter weather's influence on transportation markets and how disruption impacts rates, capacity, and service Has the freight market flipped? Key indicators that may signal a shift in momentum Bullish or bearish? What current freight trends suggest about the broader economy Whether you're tracking spot rates, contract shifts, or macro signals, this session will provide a clear snapshot of where the market stands and where it may be headed next. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Blythe and Grace Sharkey (Orderful; formerly FreightWaves) break down what everyone's been talking about coming out of Manifest: agentic AI moving into real workflows, drones/computer vision becoming more practical, freight fraud getting more coordinated, and why “end-to-end visibility” still isn't end-to-end (spoiler: carrier adoption and execution still run the show).The gist (what we cover):Agentic AI: not just demos—people are pushing it into rate negotiation and booking workflowsThe uncomfortable question: what happens to brokerage models when humans aren't the bottleneck?Drones + computer vision: still early, but moving from “cool tech” to real use casesFreight fraud: it's coordinated—and most companies still fail at the basicsVisibility: we keep selling the dream, but execution (and carrier adoption) keeps punching it in the faceQuick time-capsule: what 2016 taught us, what 2026 is repeating, and why insurance keeps winningTimestamps / chapters (approx):00:00 – Intro + Grace joins04:35 – Agentic AI: what's real vs what's marketing10:10 – What this changes for brokers and carriers15:25 – Drones + computer vision17:30 – Fraud: why basic controls still matter25:40 – Visibility + ocean integrity31:40 – 2016 vs 2026: the industry memory test39:50 – Wrap-up + Manifest Europe noteWatch this episode on YouTubeFeedback? Ideas for a future episode? Shoot us a text here to let us know. -----------------------------------------THANK YOU TO OUR SPONSORS! SPI Logistics has been a Day 1 supporter of this podcast which is why we're proud to promote them in every episode. During that time, we've gotten to know the team and their agents to confidently say they are the best home for freight agents in North America for 40 years and counting. Listen to past episodes to hear why. CargoRex is the search engine for the logistics industry—connecting LSPs with the right tools, services, events, and creators to explore, discover, and evolve. Digital Dispatch maximizes and manages your #1 sales tool with a website that establishes trust and builds rock-solid relationships with your leads and customers.
Is trucking entering a new era? In this episode of Brake Check on FreightWaves, we examine two forces shaping the future of freight workforce development and legal accountability. First, Lindsey Trent of the Next Generation in Trucking Association joins us to discuss the mission of the next generation in trucking. Are we finally fixing the pipeline? What are we getting right and where are we still missing the mark? Then we turn to the Supreme Court ruling in Montgomery v. Caribe Transport II, LLC with Shannon Everett of American Truckers United. We break down:• What the ruling actually means • Whether broker immunity is narrowing • Insurance and liability ripple effects • The impact on small carriers • Non-domiciled CDL concerns • Whether this strengthens accountability or destabilizes freight This episode connects the next generation entering trucking with the legal framework they're stepping into. Because when liability shifts, capital shifts. When capital shifts, freight shifts. Welcome to Brake Check. Follow the Brake Check Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Host Charles Gracey takes the show on the road to Manifest in Las Vegas, the epicenter of logistics and supply chain innovation. In Part 1 of our “Live From Manifest” series, Charles hits the showroom floor to catch the pulse of the industry and sit down with the heavy hitters shaping the future of freight.In This Episode:Market Insights with Craig Fuller: The Founder and CEO of FreightWaves joins us to discuss why he is “so bullish” on the 2026 freight market. Craig breaks down high-frequency data, the return of carrier pricing power, and why he believes 2026 will be “epic” for truckers.Legal Landmines with Matthew Leffler: “The Armchair Attorney” weighs in on the critical importance of maintenance, the dangers of non-compliance in the supply chain, and whether Doctor Doom could resist the One Ring.Solving the Scheduling Struggle: Tom Curee, President of Qued, explains how they are tackling the “it sucks” reality of appointment scheduling to bring connectivity and efficiency to the dock.Industry Advocacy with Dale Prax: The freight veteran from Freight Validate and Truckstop.com dives deep into the fight against fraud, the need for better driver retention, and why the industry must band together to create the supply chain that drivers actually deserve.Whether you're a carrier, broker, or shipper, this episode is packed with the optimism, raw data, and “common sense” solutions you need to navigate the road ahead.Don't forget to like, subscribe, and hit the notification bell so you don't miss Part 2! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Brake Check, we're getting into what's really going on in freight right now — and yeah, things are finally getting interesting again. Charles Gracey sits down with JP Hampstead from FreightWaves to break down why the truckload market is suddenly way more volatile than what we've seen the past couple years. Winter storms, rising tender rejections, tightening capacity, spot rates heating up — we explain what all of that actually means without the fluff. If you've been wondering whether this market shift is real or just another fake-out, this conversation puts it into plain English. We also dig into earnings and outlooks from major carriers like Old Dominion, Heartland, and CFI, talk inventory levels, tariffs, and why some shippers are trying (and failing) to lock in last year's rates. The big question: is this finally a sustainable rebound, or are we setting up for another crash? Then we shift to the people side of trucking with Kevin Hall, CEO of CDLLife. We talk driver recruiting, why drivers are being way pickier right now, what a “quality driver” actually means, and why respect matters more than most job ads want to admit. If you recruit drivers, manage drivers, or are a driver, this part hits home. And to wrap it up, Malcolm Harris jumps in for some real talk on the current freight temperature, broker vs carrier perspectives, and why relationship-based freight might finally be making a comeback. Markets, money, drivers, relationships — it's all in here. Learn more about your ad choices. Visit megaphone.fm/adchoices
At Trimble Insight 2025 in New Orleans, FreightWaves' Thomas Wasson sits down with Brian Mulshine, Senior Director of Product Management at Trimble, to unpack how AI, integrations, and real-time data are reshaping fleet maintenance. From AI-powered road call agents and automated invoice processing to predictive maintenance, OEM deep-linking, and tire failure trends, this conversation dives into how fleets can reduce downtime, slash administrative work, and keep trucks rolling in a tight freight market. A must-watch for fleet operators, maintenance leaders, and anyone focused on keeping equipment profitable. Follow the Loaded and Rolling Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
At Trimble Insight 2025 in New Orleans, FreightWaves' Thomas Wasson sits down with Brian Mulshine, Senior Director of Product Management at Trimble, to unpack how AI, integrations, and real-time data are reshaping fleet maintenance. From AI-powered road call agents and automated invoice processing to predictive maintenance, OEM deep-linking, and tire failure trends, this conversation dives into how fleets can reduce downtime, slash administrative work, and keep trucks rolling in a tight freight market. A must-watch for fleet operators, maintenance leaders, and anyone focused on keeping equipment profitable. Follow the Loaded and Rolling Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Recorded live at Trimble Insight 2025 in New Orleans, FreightWaves' Thomas Wasson sits down with Jonah McIntire, Chief Platform Officer at Trimble Transportation, for a wide-ranging and refreshingly candid conversation about AI, software, and the future of logistics work. Jonah breaks down how Trimble operates at the “plumbing layer” of the supply chain, why tools like PC*MILER are still the industry's ground truth, and why many past tech hype cycles—blockchain, visibility, buzzword AI—missed the mark. He doesn't shy away from the hard truth: AI will eliminate back-office jobs, even as it radically increases productivity and reshapes how logistics companies scale. The conversation dives deep into AI-written code, self-connecting systems, rewriting legacy software in days instead of months, and why Trimble is betting on AI colleagues—not just AI features. From creative destruction to AI agents interviewing for dispatcher roles, this episode offers a rare, inside look at how one of the largest supply-chain software companies is rebuilding for the next decade. Follow the Loaded and Rolling Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Recorded live at Trimble Insight 2025 in New Orleans, FreightWaves' Thomas Wasson sits down with Jonah McIntire, Chief Platform Officer at Trimble Transportation, for a wide-ranging and refreshingly candid conversation about AI, software, and the future of logistics work. Jonah breaks down how Trimble operates at the “plumbing layer” of the supply chain, why tools like PC*MILER are still the industry's ground truth, and why many past tech hype cycles—blockchain, visibility, buzzword AI—missed the mark. He doesn't shy away from the hard truth: AI will eliminate back-office jobs, even as it radically increases productivity and reshapes how logistics companies scale. The conversation dives deep into AI-written code, self-connecting systems, rewriting legacy software in days instead of months, and why Trimble is betting on AI colleagues—not just AI features. From creative destruction to AI agents interviewing for dispatcher roles, this episode offers a rare, inside look at how one of the largest supply-chain software companies is rebuilding for the next decade. Follow the Loaded and Rolling Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Robert Khachatryan is the founder and CEO of Freight Right Global Logistics, a Los Angeles–based international freight forwarder. A lifelong entrepreneur, Robert began his business journey at age nine selling newspapers on the streets of Yerevan. A member of the Board of Advisors at USC's Randall R. Kendrick Global Supply Chain Institute, Robert founded Freight Right in 2007 during the global financial crisis with a vision to modernize freight forwarding through technology and execution excellence. Today, Freight Right is recognized as a leading innovator in logistics and a trusted launch partner for emerging supply chain technologies. Robert's insights have been featured in Bloomberg, Forbes, the Journal of Commerce, FreightWaves, and the Los Angeles Times, and he has spoken at leading industry events including TPM, FreightTech, and the USC Supply Chain Summit. In This Conversation We Discuss: [00:00] Intro[01:08] Taking the leap during economic uncertainty[03:45] Eliminating shipping delays that kill buyer intent[09:04] Building Ecommerce solution around freight hurdles[11:05] Callouts[11:16] Bridging commercial freight and ecommerce needs[13:29] Identifying hidden customer pain points early[15:45] Building an MVP from customer feedback[18:00] Rethinking traditional processes to reduce cost[20:41] Unlocking new markets with minimal effortResources:Subscribe to Honest Ecommerce on YoutubeInternational Freight Forwarder freightright.com/Follow Robert Khachatryan linkedin.com/in/khachatryanrobertIf you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!
Change how you look at unsold inventory in this episode with Amrita Bhasin of Sotira, joining the show to break down how poor inventory forecasting is crushing CPG brands, why nearly a quarter of all retail and e-commerce inventory never sells, and how excess inventory liquidation has become one of the biggest supply chain challenges today! We dive deeper into how Sotira is using AI to power a tech-driven reverse logistics marketplace that connects sellers, buyers, and donation partners while protecting brand equity, enforcing expiration and regional compliance laws, and improving recovery rates, how integrated freight optimization APIs help control transportation costs, why mismanaged forecasting leads to millions in deadstock, and how smarter liquidation strategies can reduce waste, unlock tax benefits, and keep inventory moving. About Amrita Bhasin Amrita Bhasin is the co-founder and CEO of Sotira, an award winning reverse logistics company that enables retailers, manufacturers and brands to discreetly monetize and donate unsold inventory. Amrita was named to the 2026 Forbes 30 under 30 list and the 2025 Mayfield AI List. Amrita has been invited to speak on national and international broadcast networks including CBS, Fox, ABC, Scripps, and CGTN and has been profiled in Forbes, TechCrunch, and Business Insider. She is regularly quoted as an expert by leading publications such as Reuters, Bloomberg, Wired, Fortune, CNBC, Glossy, Huffington Post, Sourcing Journal, Reader's Digest, Modern Retail, AP, Yahoo Finance, and FreightWaves. Amrita has spoken about reverse logistics at leading conferences and trade shows such as TechCrunch Disrupt 2024, Home Delivery World 2025, HumanX 2025, ReTHINK Retail 2025 and Groceryshop 2025. Amrita was a delegate speaker at the 2025 One Young World Summit in Munich, Germany. She is an upcoming speaker at Manifest 2026 and Food Waste Summit 2026. Amrita was a 1st place winner at Shoptalk 2025 and 1st place winner at Reverse Logistics Conference and Expo 2025. Amrita has been recognized by the State of California and Stop Waste for contributions to reducing enterprise waste via reverse logistics automation. Connect with Amrita LinkedIn: https://www.linkedin.com/in/amrita-bhasin/ Website: https://www.sotira.co/ Email: amrita@sotira.co
Join Craig Fuller, CEO and founder of FreightWaves, and Zach Strickland, Head of Freight Market Intelligence at SONAR for this month's State of Freight as they discuss: - The impact of continued tariff uncertainty - How the current freight market can potentially benefit carriers - Potential risks and concerns for shippers in 2026, and how to plan ahead Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Join Craig Fuller, CEO and founder of FreightWaves, and Zach Strickland, Head of Freight Market Intelligence at SONAR for this month's State of Freight as they discuss: - The impact of continued tariff uncertainty - How the current freight market can potentially benefit carriers - Potential risks and concerns for shippers in 2026, and how to plan ahead Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the Daily, FreightWaves investigates a startling report on national security, detailing Dragon in the Cab: How China Quietly Embedded Itself in American Trucking. We discuss the growing concerns regarding unvetted drivers hauling military freight and the specific vulnerabilities found within U.S. port infrastructure. In major corporate news, we cover the return of a legacy fleet to private domestic ownership as Former, current USA Truck execs acquire TL carrier from DSV. Conversely, we analyze a severe financial crisis in the last-mile sector, looking at the factors behind Last mile provider FAST Group's post-merger meltdown. The industry's financial volatility is further highlighted by the news that STG Logistics files Chapter 11, charts path forward. We also touch on regulatory and labor enforcement, including a whistleblower victory where a Texas carrier ordered to pay more than $100K to fired driver and a security-related contract cancellation where USPS insourcing forces Denver contractor to layoff 700 workers. Finally, we examine critical economic indicators showing a shift in supply chain strategies as Warehouses empty in December. This segment explores how historic lows in inventory levels may force shippers back into a reactive, just-in-time operating environment for the year ahead. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the Daily, FreightWaves investigates a startling report on national security, detailing Dragon in the Cab: How China Quietly Embedded Itself in American Trucking. We discuss the growing concerns regarding unvetted drivers hauling military freight and the specific vulnerabilities found within U.S. port infrastructure. In major corporate news, we cover the return of a legacy fleet to private domestic ownership as Former, current USA Truck execs acquire TL carrier from DSV. Conversely, we analyze a severe financial crisis in the last-mile sector, looking at the factors behind Last mile provider FAST Group's post-merger meltdown. The industry's financial volatility is further highlighted by the news that STG Logistics files Chapter 11, charts path forward. We also touch on regulatory and labor enforcement, including a whistleblower victory where a Texas carrier ordered to pay more than $100K to fired driver and a security-related contract cancellation where USPS insourcing forces Denver contractor to layoff 700 workers. Finally, we examine critical economic indicators showing a shift in supply chain strategies as Warehouses empty in December. This segment explores how historic lows in inventory levels may force shippers back into a reactive, just-in-time operating environment for the year ahead. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of WHAT THE TRUCK?!?, host Malcolm Harris kicks off 2026 with a deep, perspective-driven conversation on what's really happening across the freight and logistics industry beyond the headlines. The show opens with FreightWaves cross-border reporter Noi Mahoney breaking down major policy and trade developments, including tariff delays, shifting duties, and why U.S.–Mexico freight could emerge as one of the biggest stabilizers for trucking in 2026. Noi shares insights on nearshoring, cross-border truckload demand, warehouse implications, Class 8 truck orders, and the risks that could disrupt current momentum. Next, supply chain veteran Mike Eischer, CEO of One World Supply Chain Consulting, joins the show to unpack where inefficiencies hide inside organizations, how companies should think about disruption as the new norm, and where technology is actually making a real-world impact. Mike offers practical guidance on operational discipline, balancing efficiency with reliability, the limits of automation, and why people remain the most important part of any supply chain. The episode wraps with Chase Osborne of First Star Logistics, who dives into the realities of agent recruiting, marketing, and trust in a tight freight market. Chase discusses what agents are really looking for in 2026, how compensation, culture, and back-office support factor into decision-making, and why transparency and infrastructure matter more than flashy commission offers. This episode is packed with actionable insights for carriers, brokers, shippers, and logistics leaders navigating a complex and evolving freight landscape in 2026. Watch on YouTube Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of WHAT THE TRUCK?!?, host Malcolm Harris kicks off 2026 with a deep, perspective-driven conversation on what's really happening across the freight and logistics industry beyond the headlines. The show opens with FreightWaves cross-border reporter Noi Mahoney breaking down major policy and trade developments, including tariff delays, shifting duties, and why U.S.–Mexico freight could emerge as one of the biggest stabilizers for trucking in 2026. Noi shares insights on nearshoring, cross-border truckload demand, warehouse implications, Class 8 truck orders, and the risks that could disrupt current momentum. Next, supply chain veteran Mike Eischer, CEO of One World Supply Chain Consulting, joins the show to unpack where inefficiencies hide inside organizations, how companies should think about disruption as the new norm, and where technology is actually making a real-world impact. Mike offers practical guidance on operational discipline, balancing efficiency with reliability, the limits of automation, and why people remain the most important part of any supply chain. The episode wraps with Chase Osborne of First Star Logistics, who dives into the realities of agent recruiting, marketing, and trust in a tight freight market. Chase discusses what agents are really looking for in 2026, how compensation, culture, and back-office support factor into decision-making, and why transparency and infrastructure matter more than flashy commission offers. This episode is packed with actionable insights for carriers, brokers, shippers, and logistics leaders navigating a complex and evolving freight landscape in 2026. Watch on YouTube Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of FreightWaves' The Daily, we map out the critical operational shifts defining the 2026 supply chain landscape, focusing on risk management over pure technology. We examine how generative AI and OEM partnerships are accelerating Waabi's push for point-to-point autonomous trucking to solve the commercial inefficiencies of the "highway trap." Regulatory risks are rising as a massive budget deficit in California threatens to disrupt federal, leading to significant compliance volatility for carriers. An internal audit highlights systemic weaknesses in the state's safety programs that could make roadside inspections and protocols increasingly unpredictable. On the macro front, a robust 4.3% GDP growth rate in Q3 signals a healthier economic foundation driven by strong consumer spending and exports rather than just import fluctuations. This economic shift is prompting industry leaders to stop designing for certainty and start building supply chains for adaptability to better handle market disruptions. We also discuss how this renewed focus on efficiency is setting the stage for a resurgence in large carrier M&A, including the anticipated spin-off of FedEx Freight. Finally, we analyze the urgent need to harden networks against sophisticated criminal rings that are exploiting commercial freight channels to smuggle narcotics and stolen vehicles across borders. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of FreightWaves' The Daily, we map out the critical operational shifts defining the 2026 supply chain landscape, focusing on risk management over pure technology. We examine how generative AI and OEM partnerships are accelerating Waabi's push for point-to-point autonomous trucking to solve the commercial inefficiencies of the "highway trap." Regulatory risks are rising as a massive budget deficit in California threatens to disrupt federal, leading to significant compliance volatility for carriers. An internal audit highlights systemic weaknesses in the state's safety programs that could make roadside inspections and protocols increasingly unpredictable. On the macro front, a robust 4.3% GDP growth rate in Q3 signals a healthier economic foundation driven by strong consumer spending and exports rather than just import fluctuations. This economic shift is prompting industry leaders to stop designing for certainty and start building supply chains for adaptability to better handle market disruptions. We also discuss how this renewed focus on efficiency is setting the stage for a resurgence in large carrier M&A, including the anticipated spin-off of FedEx Freight. Finally, we analyze the urgent need to harden networks against sophisticated criminal rings that are exploiting commercial freight channels to smuggle narcotics and stolen vehicles across borders. Learn more about your ad choices. Visit megaphone.fm/adchoices
Craig Fuller is the founder and CEO of FreightWaves, a freight media company, and SONAR, a supply chain data platform. He's also the founder of Firecrown, which owns more than 50 publications across aviation, marine, and supply chain sectors, and he recently released his first book, Moving the World: How the Supply Chain's Evolution Affects Us All. In this episode of World of DaaS, Craig and Auren discuss:How FreightWaves predicted the 2022 freight recessionWhy pricing data businesses trade at 30x EBITBuilding negative CAC through media acquisitionsThe four-year industry experience rule for freight startupsLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.You can find Auren Hoffman on X at @auren and Craig Fuller on X at @FreightAlley.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode of the Daily from FreightWaves, we dive into the escalating risks facing global logistics, starting with a $200K cargo theft that exposes growing fraud schemes in trucking industry and highlights the sophisticated digital deception threatening shippers. Impersonators posing as a global engineering firm used fake paperwork to steal merchandise from a small business, underscoring a reported 29% spike in cargo theft incidents. We also analyze the historic UP, NS: Merger will create 10,000 single-line service lanes, shift 105k truckloads to rail, a strategic move designed to reverse a decade-long decline in rail market share. This massive consolidation targets "watershed markets" and aims to reduce transit times by up to 70 hours on key routes by eliminating costly interchanges. In regulatory news, the New York City bill that targeted Amazon won't get taken up in 2025, avoiding a potential legal battle over interstate commerce despite having supermajority support in the City Council. Meanwhile, infrastructure concerns take center stage after over-sized cargo strikes six Oklahoma overpasses, forcing closures and prompting an emergency declaration for expensive repairs along the Will Rogers Turnpike. Legal scrutiny intensifies as a judge denies summary judgment in deaf driver applicant's rejection, allowing a discrimination suit against Wilson Logistics to proceed to trial. On the global front, the Federal Maritime Commission is escalating a dispute as the US weighs sanctions as Spanish port ban escalates over denied docking access for U.S.-flagged vessels bound for Israel. Finally, we discuss the critical distinction highlighted in The Difference Between a Truck Owner and a Business Owner in Trucking, emphasizing how intentional systems—not just hustle—are essential for survival. This episode challenges listeners to consider whether they are building a fragile operation dependent on personal effort or a durable business asset. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the Daily from FreightWaves, we dive into the escalating risks facing global logistics, starting with a $200K cargo theft that exposes growing fraud schemes in trucking industry and highlights the sophisticated digital deception threatening shippers. Impersonators posing as a global engineering firm used fake paperwork to steal merchandise from a small business, underscoring a reported 29% spike in cargo theft incidents. We also analyze the historic UP, NS: Merger will create 10,000 single-line service lanes, shift 105k truckloads to rail, a strategic move designed to reverse a decade-long decline in rail market share. This massive consolidation targets "watershed markets" and aims to reduce transit times by up to 70 hours on key routes by eliminating costly interchanges. In regulatory news, the New York City bill that targeted Amazon won't get taken up in 2025, avoiding a potential legal battle over interstate commerce despite having supermajority support in the City Council. Meanwhile, infrastructure concerns take center stage after over-sized cargo strikes six Oklahoma overpasses, forcing closures and prompting an emergency declaration for expensive repairs along the Will Rogers Turnpike. Legal scrutiny intensifies as a judge denies summary judgment in deaf driver applicant's rejection, allowing a discrimination suit against Wilson Logistics to proceed to trial. On the global front, the Federal Maritime Commission is escalating a dispute as the US weighs sanctions as Spanish port ban escalates over denied docking access for U.S.-flagged vessels bound for Israel. Finally, we discuss the critical distinction highlighted in The Difference Between a Truck Owner and a Business Owner in Trucking, emphasizing how intentional systems—not just hustle—are essential for survival. This episode challenges listeners to consider whether they are building a fragile operation dependent on personal effort or a durable business asset. Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight market has seen unprecedented changes in the last year, Davis Spencer, vice president of market intelligence at Arrive Logistics joins FreightWaves' Mary O'Connell to break down some of the biggest trends in 2025 and what key indicators to look for in 2026 that could indicate a market change. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Caney, Chief Commercial Officer at Highway, talks to JP Hampstead, strategic analyst at FreightWaves, about the nature of freight fraud in 2025, the technological, policy, and market responses to the fraud, and the second-order impacts to the freight market these responses are having. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The LTL freight market has seen significant changes over the past few years. With the final dissolution of Yellow, new classifications from the NMFTA, all the way to increasing accessorials, President of Shipolify, North Winship breaks down the LTL market changes with FreightWaves' Mary O'Connell. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves' Noi Mahoney and Troy Ryley, president of Echo Mexico, discuss how U.S.-Mexico trade stands to gain significantly from the global shift toward regionalized supply chains. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Don't miss out on this episode with Danny Ramon of Overhaul to know the real threat to your freight, what's really happening online, and how fast cargo theft is evolving! Danny breaks down how cargo theft has become a full-blown, organized industry, blending cyber attacks and coordinated physical moves that let criminals walk away with entire shipments in minutes, why everyday consumer goods are now prime targets, how social media demand is reshaping black-market trends, and why tech alone won't save you if you don't have the human oversight to back it up! No one's immune, so do simple operational changes, smarter vetting practices, nonstop vigilance carriers, brokers, and shippers need to stay ahead of this increasingly sophisticated threat, and keep supporting the show for more conversations like this! About Danny Ramon Danny Ramon has been working in Supply Chain Security for over 15 years and specializing in Supply Chain Intelligence for the last 13. Danny studies both cargo theft and any factor that can affect the flow of cargo through the supply chain to identify how variables might interfere with the flow of global logistics. In his role as Director of Intelligence and Response at Overhaul, Danny not only presents these findings to the security and logistics teams at the world's largest technology and pharmaceutical companies, but also leads the recovery and investigations team that works closely with law enforcement and private resources across the globe to recover stolen cargo and apprehend the criminals involved. Danny spreads awareness of cargo theft and promotes supply chain visibility as a subject matter expert. He is quoted or published in several leading industry publications, including Transport Topics, Supply Chain Brain, Fleet Owner, FreightWaves, and CCJDigital and he has presented for Inland Marine Underwriters Association (IMUA), the International Supply Chain Protection Organization (ISCPO), the Transportation and Logistics Council (TLC), Miami-Dade Police Department (MDPD), Ocean Carrier Equipment Management Association (OCEMA), National Motor Freight Traffic Association (NMFTA), and the Transported Asset Protection Association (TAPA). Connect with Danny Website: https://over-haul.com/ LinkedIn: https://www.linkedin.com/in/danny-ramon-97472855/
Carrier insurance is a necessity in the supply chain, but with the rise of nuclear verdicts and cargo theft, the costs and trends are bucking the norm. CEO and Founder of Mesh VI, Andy Sharpe, joins FreightWaves' Mary O'Connell to break down changes in the insurance market and how to best adapt to the changes. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves' Noi Mahoney and Troy Ryley, president of Echo Mexico, discuss how U.S.-Mexico trade stands to gain significantly from the global shift toward regionalized supply chains. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Caney, Chief Commercial Officer at Highway, talks to JP Hampstead, strategic analyst at FreightWaves, about the nature of freight fraud in 2025, the technological, policy, and market responses to the fraud, and the second-order impacts to the freight market these responses are having. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The freight market has seen unprecedented changes in the last year, Davis Spencer, vice president of market intelligence at Arrive Logistics joins FreightWaves' Mary O'Connell to break down some of the biggest trends in 2025 and what key indicators to look for in 2026 that could indicate a market change. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves' Noi Mahoney and Jesús Ojeda, head of Mexico Operations for Uber Freight, discuss freight trends in cross-border trade, such as how tariffs and USMCA rules of origin regulations are affecting sourcing strategies across North America Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this conversation, Paul Brashier, VP of Global Supply Chain at ITS Logistics, discusses the current state of the freight market, focusing on rail and port operations with FreightWaves' Mary O'Connell. He shares insights on the impact of recent market trends and the challenges faced in demand fluctuations. Brashier also covers shifts in sourcing strategies, particularly towards Latin America, and the importance of monitoring carrier health and compliance issues as the market moves into 2026. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves' Noi Mahoney and Jesús Ojeda, head of Mexico Operations for Uber Freight, discuss freight trends in cross-border trade, such as how tariffs and USMCA rules of origin regulations are affecting sourcing strategies across North America. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The LTL freight market has seen significant changes over the past few years. With the final dissolution of Yellow, new classifications from the NMFTA, all the way to increasing accessorials, President of Shipolify, North Winship breaks down the LTL market changes with FreightWaves' Mary O'Connell. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this conversation, Paul Brashier, VP of Global Supply Chain at ITS Logistics, discusses the current state of the freight market, focusing on rail and port operations with FreightWaves' Mary O'Connell. He shares insights on the impact of recent market trends and the challenges faced in demand fluctuations. Brashier also covers shifts in sourcing strategies, particularly towards Latin America, and the importance of monitoring carrier health and compliance issues as the market moves into 2026. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to another episode of What the Truck?! with host Malcolm Harris coming to you remotely from sunny Florida as we head into Thanksgiving weekend! Today's double-header is packed with breaking news, powerful storytelling, and industry insights you don't want to miss. First, FreightWaves insider and investigative journalist Noi Mahoney joins the show to break down some of the biggest headlines in freight: Major rail merger concerns at BNSF The halted PFG–US Foods mega-merger A shocking roundup of recent drug-smuggling busts involving auto parts, produce, and more How innocent drivers and carriers can get caught in the crossfire Hotspot border crossings, inspection gaps, and what the next 12–24 months may look like 12,000+ layoffs hitting automotive, food, manufacturing & logistics—and which regions are impacted the most Noi shares what investigators are seeing on the ground, how smugglers hide contraband in freight, and what every carrier, shipper, and driver should know to protect their operation. Then we bring you one of the most inspiring stories in trucking this year. Meet Stacy Batiste—Marine Corps veteran, community role model, 5-million-mile safe driver, and the official 2025 Pilot Road Warrior Champion. Stacy sits down with Malcolm to talk about: The moment he was surprised by the Diesel Brothers with a custom-built Kenworth Winning $50,000 in cash 34+ years on the road with zero accidents How his Marine training shaped his career The role his family and community play in his success His advice for rookie drivers and seasoned veterans Why he's “riding till I die—I've got diesel in my veins” This is one of the most heartfelt and motivating conversations we've ever had on the show. Watch on YouTube Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to another episode of What the Truck?! with host Malcolm Harris coming to you remotely from sunny Florida as we head into Thanksgiving weekend! Today's double-header is packed with breaking news, powerful storytelling, and industry insights you don't want to miss. First, FreightWaves insider and investigative journalist Noi Mahoney joins the show to break down some of the biggest headlines in freight: Major rail merger concerns at BNSF The halted PFG–US Foods mega-merger A shocking roundup of recent drug-smuggling busts involving auto parts, produce, and more How innocent drivers and carriers can get caught in the crossfire Hotspot border crossings, inspection gaps, and what the next 12–24 months may look like 12,000+ layoffs hitting automotive, food, manufacturing & logistics—and which regions are impacted the most Noi shares what investigators are seeing on the ground, how smugglers hide contraband in freight, and what every carrier, shipper, and driver should know to protect their operation. Then we bring you one of the most inspiring stories in trucking this year. Meet Stacy Batiste—Marine Corps veteran, community role model, 5-million-mile safe driver, and the official 2025 Pilot Road Warrior Champion. Stacy sits down with Malcolm to talk about: The moment he was surprised by the Diesel Brothers with a custom-built Kenworth Winning $50,000 in cash 34+ years on the road with zero accidents How his Marine training shaped his career The role his family and community play in his success His advice for rookie drivers and seasoned veterans Why he's “riding till I die—I've got diesel in my veins” This is one of the most heartfelt and motivating conversations we've ever had on the show. Watch on YouTube Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
Freight has faced turbulence from every direction: trade tensions, shifting regulations, and a government shutdown. Join JP Hampstead, Strategic Analyst at FreightWaves, and Zach Strickland, Head of Freight Market Intelligence at SONAR for this month's State of Freight, presented by Triumph, as they discuss: - How the capacity crunch is impacting the market for holiday shipping - The latest tariff rulings and their effect on global trade - How the government shutdown influenced freight demand Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Freight has faced turbulence from every direction: trade tensions, shifting regulations, and a government shutdown. Join JP Hampstead, Strategic Analyst at FreightWaves, and Zach Strickland, Head of Freight Market Intelligence at SONAR for this month's State of Freight, presented by Triumph, as they discuss: - How the capacity crunch is impacting the market for holiday shipping - The latest tariff rulings and their effect on global trade - How the government shutdown influenced freight demand Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
A preliminary investigative report has been released by the National Transportation Safety Board regarding the fatal UPS MD-11 freighter crash in Louisville. The report cited fatigue cracks in the left-wing engine mount, which separated shortly after liftoff, leading UPS to continue grounding its remaining MD-11s per FAA guidelines, a situation explored further in "NTSB links fatigue cracks to fatal crash of UPS cargo jet - FreightWaves". The broadcast also covers Walmart's impressive Q3 performance, which included a 27% jump in global e-commerce sales and a nearly 70% increase in sales for same-day delivery. Walmart continues to leverage its pickup and delivery options, asserting that it can now deliver to about 95% of U.S. households in under three hours, a popular expedited choice examined in "Walmart e-commerce sales rise 27% as shoppers opt for same-day delivery - FreightWaves". Finally, we review the delayed September employment report, which showed truck transportation jobs slid by one of the biggest drops seen in three years, contributing to a total transportation job decrease of 6,800. With job losses detailed in "Trucking employment down in Sept from August, mostly flat over 12 mos - FreightWaves," experts suggest we should expect continued drops in this sector as regulation continues to tighten up with drivers. 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. Historically, when trucking frieght loads diminish, it's usually correlated with a weakening economy. And if it gets bad enough, a recession.Today's guest is Craig Fuller of Freightwaves, price reporting agency (PRA) focused on the global freight market and the leading provider of high-frequency data for the global supply chain.He recently released a prediction that the US freight trucking industry is about to experience "the largest capacity purge in history"We'll ask him what that means for the economy, as well as the hundreds of thousands of workers he expects to be impacted by it.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#recession #trucking #freight _____________________________________________ 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.IMPORTANT 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 © 2025 Thoughtful Money LLC. All rights reserved.
JP Hampstead gives a presentation to shippers about what macroeconomic data tells us about production, employment, productivity, and the prospects for reindustrialization at FreightWaves' Future of Freight Festival in Chattanooga, TN. In this episode JP covers: - Why U.S. manufacturing output hasn't recovered since the Great Recession - The surprising role of energy production in “industrial growth” - How offshoring reshaped America's productivity curve - Why AI is now the largest driver of U.S. energy demand - Whether the big White House manufacturing announcements are real - Why nuclear power is surging back - How productivity gains reshape the workforce (100 years of data) - What the U.S. must fix to get industrial production unstuck Subscribe to the Newsletter Subscribe to the Bring It Home YouTube Channel #BringItHome #FreightWaves #Manufacturing #Reindustrialization #SupplyChain #F3 Learn more about your ad choices. Visit megaphone.fm/adchoices
Craig Fuller is CEO and Founder of FreightWaves, the leading provider of global supply chain market intelligence and news. He talks the increase in cargo theft, why coffee/avocados is easier to steal than computers, the economy crumbling, how truck count does not equal demand and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!! Watch Show Rumble- https://rumble.com/v71bzvs-cargo-theft-economy-crumbling-police-ignore-dock-theft-and-more-craig-fulle.html YouTube- https://youtu.be/VlwmumttJSM Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998 Follow Craig X- https://x.com/FreightAlley Website- https://www.freightwaves.com/ Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/ Independence Ark Natural Farming- https://www.independenceark.com/
A federal judge issued a preliminary injunction stopping the California Air Resources Board from enforcing the Clean Truck Partnership against truck manufacturers. This block occurred because a state court lawsuit filed by CARB seeking OEM compliance was viewed by the federal court as an attempt to enforce potentially preempted zero emissions standards, particularly since Congress withdrew the EPA waivers that allowed the Advanced Clean Truck rule to go into effect. UPS has completed the acquisition of Canadian logistics provider Andlauer Healthcare Group for $1.6 billion in cash. Michael Andlauer, AHG's founder and CEO, will now lead UPS Canada Healthcare and AHG, significantly bolstering UPS's specialized cold chain network and strategic focus on the high-margin healthcare sector. Learn how AI is reshaping fleet operations with the release of Samsara's Safety Report: Benchmarking the Future of Safety. The report reveals that fleets implementing complete AI safety solutions saw a 73% reduction in crash rates over 30 months, with visibility and immediacy provided by dual-facing dash cams being identified as the biggest difference-maker. Don't miss today's FreightWaves TV lineup, including an episode of Loaded and Rolling with Thomas Wasson and Check Call with Mary O'Connell. You can always find your favorite FreightWaves shows on the FreightWaves YouTube channel if you miss the live broadcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
The US and China have reached a framework for a new trade agreement, potentially averting the threatened 100% tariff on Chinese imports, even as the U.S. has raised tariffs on Canada by 10%. Accucold has launched a new dual compressor combination refrigerator and freezer designed specifically for the life science, healthcare, and pharmaceutical sectors. These new models, available in two widths, feature independent temperature control across multiple compartments and include user-focused safety features like audible and visual alarms that alert users to temperature excursions, power loss, or door openings. The freight industry is closely monitoring the potential for a severe capacity crunch following increased enforcement of non-domiciled CDL issuance nationwide. FreightWaves founder and CEO Craig Fuller suggests that the emergency rule addressing the improper granting of at least 200,000 non-domiciled CDLs will lead to a significant tightening of truckload capacity across the United States. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, FreightWaves' Thomas Wasson sits down with Tio Tom, VP of Safety at Performance Food Group, to explore how one of America's largest food distributors is transforming fleet safety. From combating distracted driving to detecting fatigue through AI, PFG's data-driven approach has cut collision risks by more than 50%. Learn how technology, coaching, and compassion are reshaping safety across the industry. Follow the Loaded and Rolling Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices