FreightCasts

This episode of Freight Expectations features a deep-dive conversation between Craig Fuller and Matthew Leffler on the volatile state of the 2026 freight market, the geopolitical forces reshaping supply chains, and a call for radical reform in trucking safety and regulation.

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This Monday edition of WHAT THE TRUCK?!?, hosted by Malcolm and The Dude, explores the landscape of risk, fleet safety, and the future of autonomous multimodal transportation.The episode features Bob O'Connell, a Strategic Account Executive from JJ Keller & Associates, who identifies major "risk blind spots" for fleet owners. O'Connell urges leaders to adopt a "merger and acquisition" mindset, suggesting that operating as if you are under constant financial and operational scrutiny forces a level of discipline that mitigates risk. He further emphasizes the necessity of strengthening regulatory expertise and maintaining "litigation-ready" record-keeping, noting that in the eyes of a plaintiff attorney, if an action wasn't written down, it effectively never happened.Closing out the show, Kevin Damoa, CEO of Glid, shares how his company is reindustrializing the first mile through "physical AI". He explains how Glid’s autonomous vehicles, like Radon and Glidrim, are designed to transition seamlessly between road and rail, allowing cargo to bypass derailments or traffic congestion by simply driving around obstructions and getting back on the track. Damoa introduces Ezra 16, a new orchestration tool aimed at balancing ground-based corridors and solving labor shortages by making underutilized rail networks more accessible for short-mile logistics.

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In this episode, we dive into the continuing wave of supply chain distress as a diverse range of freight companies file for Chapter 11 protection. Listeners will learn how these mounting freight bankruptcies are spreading beyond trucking to impact marine operators and last-mile delivery firms, potentially causing widespread service disruptions.

We also cover the immense financial toll the ongoing conflict in Iran is taking on global shipping operations. The escalating US-led war is costing Hapag-Lloyd millions every week due to skyrocketing fuel and insurance premiums, while several of their ships remain trapped in the Persian Gulf.

Finally, we share some positive news regarding major financial relief on the horizon for domestic maritime infrastructure. The Department of Transportation's Maritime Administration has announced nearly $489 million in available port grants to modernize cargo loading capabilities and streamline supply chain movements.

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In this special “Fraud Friday” edition of WHAT THE TRUCK?!?, host Malcolm Harris dives deep into the dark side of the supply chain. With losses mounting and theft schemes becoming more sophisticated, we’re joined by a triple threat of experts to break down exactly how these crimes happen and what you can do to stop them.The “Fraud Girl” Perspective: Danielle Spinelli (Director of Partnerships at Genlogs and Host of Tell Me Everything) joins the show to discuss her recent ride-along with the California Highway Patrol’s cargo theft task force. She reveals the shocking scale of rail line theft in the desert and explains how “strategic theft” has evolved since 2020.The Amazon Schemes: We break down two massive fraud cases involving Amazon, including a $10 million fake vendor invoice scheme and a $3.5 million “ghost trailer” scam where 23 fake trucking companies billed for movements that never happened.Next-Gen Defense: Noi Mahoney and Phillip Brink from FreightWaves join to discuss the latest in “ambient IoT” sensor tech that can detect theft and tampering in real-time.

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Economic concerns persist, but the truckload market appears unconcerned as fuel prices soar.

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