EPISODE · Nov 7, 2025 · 45 MIN
WHAT THE TRUCK?!? | Markets, Margins & Mayhem
from FreightCasts · host FreightWaves
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
What this episode covers
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
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WHAT THE TRUCK?!? | Markets, Margins & Mayhem
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