FreightWaves TV

SummaryView Transcript Despite a recent slowdown, the freight M&A market is buzzing with excitement. Investment banking director Eddie Zukowski explains why he’s bullish on the next 12-18 months, driven by macroeconomic stability, recovering freight rates, and a massive $2 trillion capital logjam from private equity. Discover what’s hot, what’s not, and how hybrid operating models […]

SummaryView Transcript The Q2 earnings reports from Prologis and J.B. Hunt reveal critical shifts in the freight market. Discover how tight warehouse capacity is driving record lease signings and why intermodal is presenting massive opportunities for shippers looking to cut costs. We break down the diverging rate trends between truckload and intermodal, showing where the […]

SummaryView Transcript Private equity’s track record in asset-based trucking is ‘painful,’ according to Spencer Tenney of The Tenney Group. Learn why traditional private equity models struggle in this sector, and what ingredients are essential for successful, specialized freight investments like the nine-figure Texas Trans Eastern deal. Discover how understanding market cycles and partnering with ‘run […]

SummaryView Transcript Many companies jumped on the AI hype train, but not all survived. Our expert dives into the critical difference between building AI for ‘corner cases’ and truly understanding your business fundamentals to create lasting value. Learn why some businesses with ‘tens of millions’ in valuation went to zero after major AI model releases. […]

SummaryView Transcript The question on everyone’s mind: Is AI a bubble, or is it truly transforming the supply chain? Eric Rempel, Chief Innovation Officer at Redwood, unpacks the hype versus the real value of AI in logistics. He shares insights on why companies are adopting AI, how it’s impacting jobs (and creating new ones!), and […]

SummaryView Transcript Project44 is splitting into two distinct companies: the original Project44 focusing on shippers, and the newly formed LSP44 targeting logistics service providers. CEO Jett McCandless explains the strategic rationale behind this bold move, revealing that a ‘desire to win’ against the complexities of different client needs was the driving force. Discover why this […]

SummaryView Transcript Building a robust Transportation Management System (TMS) isn’t a side project. Alyssa Norcross, Group Product Manager at Revenova, breaks down why relying on “vibecoding” for complex logistics operations is a flawed approach. She emphasizes the critical need for enterprise-grade solutions built on solid infrastructure like Salesforce, highlighting the importance of depth, integrations, security, […]

SummaryView Transcript After four years of shrinking capacity, is the trucking industry finally seeing the end of the longest freight recession on record? Daimler Truck Financial leaders Tobias Waldeck and Kevin Bangston share their insights on market recovery, fleet investment trends, and how new EPA regulations and the AI data center boom are reshaping the […]

SummaryView Transcript J.B. Hunt’s Q2 earnings are a crucial barometer for the entire freight market. This deep dive into J.B. Hunt’s intermodal, dedicated, and last-mile operations reveals how evolving market conditions like fuel costs, capacity tightness, and legal liabilities are reshaping the logistics landscape. Discover what these trends mean for your business in the second […]

SummaryView Transcript Mark Vitner, Chief Economist at Piedmont Crescent Capital, joins FreightWaves to dissect the surprising resilience of the American consumer and the broader economy. Vitner explains why manufacturing activity and GDP are set for an upside surprise, while also highlighting the unique challenges in the housing market and their indirect impact on freight demand. […]

SummaryView Transcript As Q2 earnings season kicks off, the spotlight is on big banks and tech giants like Taiwan Semiconductor. Christopher Versace, CIO of Tematica Research, breaks down why surging AI demand means data center capacity is already ‘tapped out,’ even with clients willing to pay double. Learn why this differs from the dot-com bubble […]

SummaryView Transcript EDI onboarding can take a year, costing companies millions in errors. Orderful CEO Erik Kiser explains how their AI-powered, self-service platform is disrupting this outdated model, cutting onboarding time from months to weeks – with a goal of days or even minutes. Discover how their innovative approach, backed by a $35M investment from […]

SummaryView Transcript NFI CEO Sid Brown pulls back the curtain on the company’s nearly century-long evolution, revealing the strategic decision to move away from traditional one-way truckload operations towards a diversified portfolio including dedicated fleets, warehousing, and intermodal. He shares a compelling anecdote about the brutal economics of trucking that prompted a significant business model […]

SummaryView Transcript The Strait of Hormuz is facing a major geopolitical shift, as President Trump’s administration pivots from a proposed toll system to a full trade blockade against Iran. FreightWaves breaks down how this sudden policy change creates immediate pressure on global supply chains, leading to increased port congestion, rising international shipping rates, and elevated […]

SummaryView Transcript Discover why focusing solely on miles per truck misses critical profitability opportunities. Jake Dettmer of Optimal Dynamics explains how advanced decision automation and “forward yield” optimization help fleets maximize revenue per hour across their entire network, securing better margins even in tight markets. Learn why machines are set to outperform human decision-making in […]

SummaryView Transcript Diesel prices are soaring, and tensions in the Strait of Hormuz are disrupting global supply. FreightWaves’ John Kingston breaks down the latest DOE report, crude oil futures, and the geopolitical factors driving unprecedented volatility in energy markets. Plus, find out why truck driver pay has seen an astounding 70% surge since 2020. Summary […]

SummaryView Transcript The Strait of Hormuz is facing unprecedented risk, with war risk insurance premiums soaring 33 times above normal rates. Captain Rahul Khanna from Allianz Commercial dives deep into how geopolitical tensions, misdeclared hazardous cargo, and a shift from efficiency to resilience are fundamentally changing the landscape of global shipping. Learn why shipowners are […]

SummaryView Transcript Bloomberg Intelligence’s Lee Klaskow dives deep into the state of the freight market, explaining how structural changes like federal mandates are elongating traditional trucking cycles. Discover why truckload and LTL stocks are soaring, what owner-operators and brokers expect for rates, and the impact of the Montgomery case on industry consolidation. Klaskow also shares […]

SummaryView Transcript The EPA’s new NOx emissions rule is here, setting tighter standards for heavy-duty trucks. But while these regulations promise environmental benefits, they come with a hefty price tag for new trucks — up to $25,000 extra per unit. Industry experts weigh in on how fleets typically respond with pre-buys, but question whether this […]

SummaryView Transcript Intermodal volumes are surging, but the story has changed. Anne Reinke, President & CEO of IANA, reveals why domestic freight is now the driving force behind intermodal’s robust growth, explaining how supply-side factors and long-term contracts are insulating it from market volatility. Discover why intermodal is becoming an “easy button” for shippers and […]