In this Friday edition of What the Truck, hosts Malcolm Harris and Michael Vincent break down a pivotal week in freight, highlighted by an in-depth discussion with RXO’s Chief Strategy Officer, Jared Weisfeld. Weisfeld details RXO’s recent earnings and the successful integration of Coyote Logistics, describing the current market as a "supply-driven recovery" where regulatory pressures are forcing capacity out despite soft demand. A major focal point of the conversation is RXO's launch of Agentic AI, a technology designed to automate email spot quotes and increase broker productivity by decoupling volume growth from headcount.

The episode also features Kelly Martinez, President of ePost Global, who shares staggering data regarding a 2,400% surge in rerouting activity that has yet to return to baseline levels. Martinez explains how geopolitical tensions and shifting trade policies, particularly new European tariffs, are pushing shippers toward multi-carrier strategies and global drop-shipping to maintain resilience.

In the news bullpen, the hosts cover the sharp 40% drop in Forward Air shares following a failed strategic review and the potential loss of a major customer. They also analyze April’s trucking job gains of 4,300—noting these figures are influenced by former Yellow Corp employees finding new work—and discuss FedEx’s efforts to return MD-11 aircraft to service for short cargo flights. Finally, they highlight the FMCSA’s ongoing crackdown on non-compliant ELDs, with 67 devices removed from the registry since January 2025.

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