FreightCasts

In this episode, we kick things off by examining how Schneider National is aggressively pushing rates higher in a tight capacity environment. The Green Bay-based carrier handily beat second-quarter expectations and raised its full-year outlook, declaring that ⁠the truckload market is only in the early stages of rate recovery⁠ as it captures double-digit increases on contract renewals.

Next, we explore the autonomous trucking sector where Aurora Innovation is spelling out exactly what its driverless technology will cost carriers. The Pittsburgh-based developer reported a second-quarter loss of two hundred seventy million dollars and ⁠detailed the per-mile pricing behind its two distinct business models⁠, targeting different revenue ranges for its transportation-as-a-service and driver-as-a-service offerings.

Finally, we cover the rapidly evolving enterprise artificial intelligence landscape as a leading CEO argues that ⁠the competitive battleground has shifted away from model quality entirely⁠. Speaking at the Supply Chain AI Symposium in Chicago, Reindeer's founder explained that large language models are becoming commoditized and that the real edge now lies in the maintenance layer—detecting when workflows drift and adjusting agents without costly engineering intervention.

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The freight industry is facing one of its biggest legal challenges ever. Craig Fuller and Matt Leffler analyze the $604 million C.H. Robinson verdict, unpack the court's borrowed employee finding, explore why brokers across the country are calling the case an existential threat, and examine what comes next as the decision heads toward appeal.

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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.

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Welcome to the fastest 45 minutes in freight! On this end-of-July edition of What the Truck?!?, hosts Malcolm Harris and Michael Vincent break down the latest industry headlines and sit down with top leaders in supply chain technology and fleet operations.

In this episode:

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In this episode, we kick things off with a massive equipment theft bust as law enforcement officers across the Carolinas recovered ⁠thirteen semi-trucks, three trailers, and two motor vehicles worth over one million dollars⁠ during an ongoing Florence County investigation. Two North Carolina men face grand larceny and conspiracy charges for allegedly stealing nine commercial motor vehicles between November 2022 and October 2025, with the eighteen-vehicle recovery highlighting the critical importance of fast reporting and secure parking controls.

Next, we explore the less-than-truckload sector where ⁠XPO delivered record-breaking second-quarter results that crushed Wall Street expectations⁠ with adjusted earnings per share of one dollar and seventy cents. The Greenwich-based carrier's LTL unit posted a seventy-nine point nine percent adjusted operating ratio, three hundred basis points better year-over-year, with management declaring the industry is still in the early innings of a multiyear double-digit rate growth cycle.

Finally, we cover how ⁠Saia's softer full-year margin outlook sent shares tumbling twelve percent⁠ in midday trading Thursday despite delivering better-than-expected quarterly earnings. The Johns Creek carrier now expects to hit the lower end of its guidance range, with the addition of thirty-three new service centers since 2022 dragging on margins as these fresh facilities still trail the legacy network with operating ratios in the low-ninety percent range.

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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.

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Can trucking survive if diesel hits $6 a gallon? And if it does...will AI be the difference between staying profitable and shutting the doors?

On this episode of Brake Check, we tackle two of the biggest forces reshaping trucking today.

Senior Market Analyst Phil Flynn of The PRICE Futures Group breaks down where diesel prices are really headed, what could send fuel above $6 per gallon, how geopolitics, refinery capacity, and oil markets impact every load you haul, and what fleets should be doing before the next price spike....not after it.

Then, Ava Davis from Alvys separates AI fact from fiction. Every software company claims to have AI....but what's real, what's hype, and what actually saves carriers time and money? We dig into AI-powered dispatch, fraud detection, operations, automation, and the tools that are giving smart fleets a competitive edge.

Inside this episode:

Whether you're an owner-operator, fleet owner, dispatcher, broker, or trucking executive, this episode delivers practical insights you can use to prepare for what's coming next.

The question isn't whether trucking is changing.

The question is whether your business will change fast enough to survive it.

Subscribe to Brake Check for unfiltered conversations with the people shaping the future of trucking.

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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.

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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.

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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.

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