WHAT THE TRUCK?!?

FreightWaves

WHAT THE TRUCK?!? is FreightWaves' irreverent award-winning podcast breaking down the biggest stories in transportation and logistics. WTT?!? is all about the people that make freight move. On the show you'll hear from founders, CEOs, VCs, truckers, brokers, and influencers. Join the industry three times a week on FreightWavesTV and podcast players everywhere.

  1. Amazon's $500 Million Package Drone Gamble

    1D AGO

    Amazon's $500 Million Package Drone Gamble

    Welcome to a Monday edition of WHAT THE TRUCK?!?. Coming off a masterful weekend in Chattanooga, hosts Malcolm Harris and Michael Vincent are back to break down the biggest headlines in freight, from the "sexiness" of cargo theft stats to the reality of Amazon’s drone ambitions. While headlines are buzzing with $1,000,000 Lego heists and stolen Kit Kats, the guys look at the actual math. Statistically, freight fraud and theft account for only 0.0036% of freight moved in North America. We discuss why this "sexy" topic gets so much airtime and how technology from companies like Highway is driving necessary trust factors in the industry. Amazon is ramping up Prime Air, aiming to deliver 500 million packages annually by the end of the decade. Michael Vincent isn't buying the hype, questioning the efficiency and safety of "dropping a fragile vase 20 feet out of the ass of a drone" just to satisfy consumer demand for faster delivery Anna Falcon, VP of Customer Experience at MCA Connect, joins the show to discuss why manufacturers must move beyond "boring widgets" to holistic customer strategy. David Long, VP of Product Management at Fleetworthy, pulls back the curtain on the "illusion of data". Many fleets think they have a handle on accidents, but fragmented spreadsheets won't stand up in court. David introduces Legal Lock, a feature that creates an immutable, time-stamped record of an accident to protect a fleet's credibility during litigation. Watch on YouTube Visit our sponsor - TRUCKSTOP Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

    46 min
  2. The $1M Lego Heist & Why the USPS is a Financial Blackhole

    4D AGO

    The $1M Lego Heist & Why the USPS is a Financial Blackhole

    On today’s packed episode of What the Truck?!?, hosts Malcolm Harris and Michael Vincent are bringing you the highest-signal news and interviews in the freight industry. The Headlines A massive $1M stolen Lego heist gets stopped in its tracks. Mexican truckers end their strike following clashes with authorities. The troubled USPS moves to raise stamp prices to conserve cash as it faces a “financial blackhole”. project44 acquires LunaPath.ai to accelerate AI agent orchestration. A deep dive into freight fraud: how a load booked completely right still went wrong. Jake Papa (Co-Founder & CRO, Carrier1): Jake pitches “Vault,” a new product built to replace broken email tendering with database-to-database connectivity to protect brokers from fraud. Stefan Heck (CEO, Nauto): Stefan explains how Nauto’s AI safety technology predicts and prevents collisions before they happen using data from billions of real-world driving miles. Chase Osborne (Demand Generation Lead, Cargado): Chase shares his experience at the Freight Caviar documentary watch party and discusses the realities of cross-border freight and nearshoring. Join the Freight Fraud Symposium this May in Cleveland, Ohio, to debate threat intelligence and establish the new gold standard for transaction security. Watch on YouTube Visit our sponsor - TRUCKSTOP Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

    46 min
  3. Why Trump Is Betting $65B On Battleships Over Ports

    6D AGO

    Why Trump Is Betting $65B On Battleships Over Ports

    Buckle up for a massive Wednesday edition of What The Truck?!? with your hosts Malcolm Harris and Michael Vincent, MD (The Dude). We’re diving deep into the geopolitical ripples affecting oil, the ongoing crackdown on non-domiciled CDLs, and the future of medium-duty electrification.Description On Today’s Show:• Geopolitics & Oil Speculation: We break down the latest 4 PM deadline involving President Trump and Iran. Despite a two-week buffer for peace talks, we discuss why oil prices are moving 20% on “sentiment, fear, and tweets” rather than just infrastructure.• The CDL Crackdown: Jason McArthur from Lone Cypress Logistics joins us to discuss the “slow bleed” of driver capacity. With approximately 13,000 to 14,000 licenses already canceled in California and a potential 194,000 more at risk, we explore how this is driving up driver pay and straining produce season capacity.• A Shipbuilding Revival: President Trump’s proposed fiscal 2027 budget includes a 242% increase in naval shipbuilding. We look at the $65.8 billion set for battleships and submarines—and why only a fraction is trickling down to commercial port development.• The Future of Work Trucks: Fred DePerez, SVP at Harbinger, introduces the HC Series Cab. Learn how this “best-in-class” electric platform is taking on diesel competitors with better turning radius, payload, and price parity.• Oil Trading Insights: Baron Idriss Lamarre brings three decades of experience with Shell and ExxonMobil to explain why we should “separate the noise from the fundamental” in today’s energy market. Watch on YouTube Visit our sponsor - TRUCKSTOP Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

    1h 1m
  4. Why Organized Crime is Stealing F1 Kit Kats and $150K UPS Buyouts are Being Capped

    APR 6

    Why Organized Crime is Stealing F1 Kit Kats and $150K UPS Buyouts are Being Capped

    On today’s episode of What the Truck?!?, Malcolm and “The Dude” break down a wild weekend in freight, from high-speed chocolate heists in Europe to massive cargo busts in Los Angeles. We also dive deep into how real-world data is beating simulations in the race for autonomous vehicle safety.Inside This Episode:• The $1M SKIMS & Alo Bust: Authorities in LA just uncovered a massive theft ring moving over 50 pallets of high-end apparel through resale channels before the shippers even knew it was gone.• The Great Kit Kat Heist: Danny Ramon from Overhaul joins us to discuss a “fake police” hijacking of a truckload of Formula 1-shaped Kit Kat bars in Europe.• The Missing Piece of Autonomy: Nexar CEO Zach Greenberger explains why “messy” real-world driving data is the only way to truly solve the “last mile” of autonomous trucking.• UPS & Teamsters Update: A new deal caps driver buyouts at 7,500 people, ending a weeks-long tug-of-war over labor contracts.• Fuel Relief: CH Robinson is waiving fees to help owner-operators survive rising diesel costs.• Geopolitics at the Canal: Senator Marco Rubio calls out China for “bullying” Panama-flagged ships as supply chain tensions rise. Watch on YouTube Visit our sponsor - TRUCKSTOP Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

    47 min
  5. Indiana Just Nuked 2,000 CDLs Overnight (And Will Fine Your Fleet $50k)

    APR 3

    Indiana Just Nuked 2,000 CDLs Overnight (And Will Fine Your Fleet $50k)

    Welcome to a Good Friday edition of WHAT THE TRUCK?!? with Malcolm Harris and Michael Vincent. This week, we are diving into the retroactive legislation out of Indiana that just stripped 2,000 drivers of their CDLs overnight. If you’re dispatching a non-domiciled driver with a revoked license in the Hoosier state, your fleet could be staring down a brutal $50,000 fine.On the ocean side, the Strait of Hormuz closure has pushed Asia-US spot rates up a staggering 29%. Is it pure geopolitical fallout, or are carriers using the chaos to pad their bottom lines?Plus, Craig Stewart from Stord drops in to reveal the “insider secret” to beating Amazon Prime delivery speeds without paying for expensive air freight. Through intelligent order routing, mid-market brands are saving millions on parcel spend by fulfilling from the optimal node.Kris Edney (Interstate Global) also joins the desk to break down the incoming capacity crunch for moving season, the insane logistics of moving a fully operational casino, and the incredible work Interstate is doing with the Gary Sinise Foundation to move wounded veterans.Finally, we cover Mercedes-Benz’s $4B capacity injection in Alabama, NASA’s Artemis toilet disaster, and rapper Pooh Shiesty’s attempt to renegotiate a contract with Gucci Mane using an AK-47.In this episode: Intro & Good Friday reflections Sponsor Shoutout: Truckstop.com Freight Fraud Symposium in Cleveland (Promo code: WTT) Indiana revokes 2,000 CDLs overnight ($50k carrier fines) Strait of Hormuz closure spikes ocean spot rates 29% Mercedes-Benz drops $4B into Alabama plant Artemis NASA mission saved by a “Space Plumber” Culture segment: Pooh Shiesty & Gucci Mane’s armed negotiation Kris Edney (Interstate Global) on moving season & casino logistics Craig Stewart (Stord) on intelligent order routing & beating Amazon Prime Get your tickets for the Freight Fraud Symposium on May 20th at the Rock & Roll Hall of Fame in Cleveland. Use promo code WTT for a discount at checkout! Watch on YouTube Visit our sponsor - TRUCKSTOP Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

    46 min
  6. Snakes in a Trailer: The New Reality of Cross-Border Cargo Crime

    MAR 31

    Snakes in a Trailer: The New Reality of Cross-Border Cargo Crime

    In this Tuesday edition of WHAT THE TRUCK?!?, Malcom holds down the fort to navigate a wave of disruptions hitting the North American supply chain. From legal battles in the auto industry to a massive “refund event” at the U.S. border, this episode breaks down the complexities of 2026 logistics.On this episode, we dive into:• The Jeep Production Halt: FreightWaves’ Noi Mahoney explains how a pricing dispute between Stellantis and a Mexican supplier has paralyzed production of Jeep Compass and Cherokee models, highlighting the extreme fragility of integrated cross-border auto networks.• The $166 Billion Tariff Tsunami: A deep dive into the recent Supreme Court decision striking down emergency tariffs, triggering what could be the largest refund event in U.S. trade history.• Secretary Duffy on Trucking Priorities: We feature an exclusive clip of Secretary Duffy discussing the administration’s efforts to remove “sham schools” and unqualified drivers from the road to improve national safety.• The CDL Crackdown: Rob Carpenter joins the show to discuss the “four problems” facing fleets today, including retroactive liability, insurance exposure, and the importance of the mid-market at events like MATS.• Energy & Freight Market Watch: A look at skyrocketing fuel surcharges and the geopolitical factors currently impacting North American motor carriers. Watch on YouTube Visit our sponsor - JJ KELLER Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

    46 min
  7. Don't Ship It, "Glid" It: The Autonomous Vehicle That Drives on Rails and Roads

    MAR 30

    Don't Ship It, "Glid" It: The Autonomous Vehicle That Drives on Rails and Roads

    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. Watch on YouTube Visit our sponsor - JJ KELLER Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

    46 min

About

WHAT THE TRUCK?!? is FreightWaves' irreverent award-winning podcast breaking down the biggest stories in transportation and logistics. WTT?!? is all about the people that make freight move. On the show you'll hear from founders, CEOs, VCs, truckers, brokers, and influencers. Join the industry three times a week on FreightWavesTV and podcast players everywhere.