FreightWaves Today | August 5

In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp break down critical news across the freight and logistics landscape, from financial health and quarterly earnings to regulatory shifts, market indices, and tariffs.

James Gellert, Executive Chairman of Rapid Ratings, joins to discuss financial health across middle-market and private companies. He highlights cash-conversion cycle pressures, rising leverage, PE hold extensions, and how high-interest environments affect supply chain counterparty risk.

Jay Edlin, CEO of Wove, stops by the studio to share how their AI-powered ingestion engine helps customs brokers and shippers navigate HTS updates and Section 301 tariff changes in real time.

Trains Magazine Editor Bill Stephens breaks down North American rail traffic data. Excluding coal, carload growth remains strong alongside intermodal gains, pointing to continued industrial economy momentum.

CEO Geoff Anderman discusses STG Logistics emerging from bankruptcy with a restructured balance sheet, the current state of drayage and intermodal demand, and ongoing modal conversion opportunities.

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