Host Malcolm Harris has a full house for this episode, joined by three experts to tackle the biggest stories in freight.
First, FreightWaves Editor-at-Large John Kingston joins the show to break down RXO's shocking earnings tumble. He explains what triggered Wall Street's steep negative reaction and what it signals for the rest of the brokerage and 3PL sector.
Then, Chief Product Officer at PCS, Danielle Villegas, dives into how AI and smart TMS tools are reshaping operations. She discusses why profit margins, not just volume, are the "new payload" for carriers and shippers.
Finally, "The Fraud Girl" herself, Danielle Spinelli, joins the show. Fresh off a ride-along with the California Highway Patrol, she reveals how organized freight theft rings are evolving and shares what shippers, brokers, and even the average American can do to fight back against cargo fraud.
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
--------
45:25
--------
45:25
Running on Ice | Working through obstacles in the cold chain
In this episode, we dive into some of the most common problem shippers are seeing in the cold chain. Our guest, Paul Cullmann, Director, North American Sales at Sunset Transportation, joins us to examine where shippers are leaving opportunities for growth on the table as well as where common missteps are happening. For more information, subscribe to Running on Ice the newsletter or podcast.
Follow the Running on Ice Podcast
Other FreightWaves Shows
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
30:00
--------
30:00
The Daily | November 7, 2025
The FAA has mandated flight reductions—ramping up toward a 10% cut at 40 of the busiest domestic hubs due to air traffic controller shortages—which severely restricts domestic "belly cargo" capacity for high-value shipments but largely spares all-cargo carriers like FedEx and UPS.
The ground market is defined by a financial squeeze hitting 3PLs like RXO, who are struggling as locked-in, lower contractual sales rates are undercut by suddenly spiking buy rates for trucks, evidenced by the National Truckload Index climbing from $1.68 per mile to $1.80 more recently. RXO's CEO calls this structural capacity exit—driven by tighter regulations and spiking insurance costs forcing smaller carriers out—one of the largest structural changes since deregulation, prompting the company to execute $165 million in total cost cuts and rely heavily on technology to achieve a 19% boost in broker productivity.
We pivot to the ocean sector, where Maersk upgraded its full-year EBITDA guidance ($9.0-$9.5 billion) despite facing a jaw-dropping 30.7% year-over-year decline in Q3 freight rates, a success attributed to superior operational execution, 7% container volume growth, and an integrated network that provides a "better moat" against spot volatility. Finally, we track localized labor pressure, including over 900 supply chain layoffs in Texas across diverse sectors like crude oil transport, and monitor the rigorous, impartial review promised by Surface Transportation Board nominees for the massive proposed $85 billion Union Pacific/Norfolk Southern merger.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
6:38
--------
6:38
Truck Tech | Sleeper Test & Proving Ground Thrills: Driving the New Volvo VNL
Join Thomas Wasson on this special episode of Truck Tech as he travels to the Michelin Proving Ground to put the all-new Volvo VNL to the ultimate test!We explore every angle of this cutting-edge tractor, from its revolutionary aerodynamic design (including that slick, wedge-shaped nose!) to the advanced safety and driver-assist technologies.What's in the Video:
Track Test Drive: Thomas takes the VNL out on two different tracks to experience the smooth ride and test the performance of the Volvo 13-speed transmission while pulling a heavy load.
Adaptive Cruise Control Demo: Watch as we test the smart, Level 2 safety features, including the camera-radar fusion system and the incredible stop-and-go functionality in a simulated traffic scenario.
Deep Dive on Fuel Efficiency: We interview Volvo team members about the design philosophy and the impact of features like the 6x2 configuration with a liftable axle, which can save up to 3% in fuel costs!
Real-World Driver Review: Get insights from Joel Morrow of Alpha Drivers Trucking, a long-time Volvo customer who is hitting 12+ MPG in his custom "Purple Haze II" VNL.
The Ultimate Sleeper Review: Thomas spends the night in the premium cab, giving a full tour of the spacious living environment, including the mini-fridge, microwave, storage nooks, and testing the quiet, battery-powered AC unit.
This is a must-watch for fleet managers, owner-operators, and anyone interested in the future of trucking technology!Don't forget to like and subscribe for more Truck Tech!#VolvoVNL #TruckReview #SemiTruck #FuelEfficiency #AdaptiveCruiseControl #TruckTech #MichelinProvingGround #SleeperCab #TruckingLife
Follow the Truck Tech Podcast
Other FreightWaves Shows
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
26:46
--------
26:46
Freightonomics | Shutdowns and showdowns
Dr. Zac Rogers and Zach Strickland discuss the October LMI readings and how businesses are being impacted by the government shutdown and the looming tariff ruling.
Follow the Freightonomics Podcast
Other FreightWaves Shows
Learn more about your ad choices. Visit megaphone.fm/adchoices
A full trailer load of freight podcasts from FreightWaves. Enjoy shows like the award-winning WHAT THE TRUCK?!? podcast, Put That Coffee Down, Freightonomics, Fuller Speed Ahead, Great Quarter, Gals and more with one click of the subscribe button. One freight feed to rule them all!
Brasil