Episode Details

The "Great Divergence" has arrived as industry giants like Ryder post record gains while small fleets weather a brutal capacity purge and $100+ "War Premium" fuel spikes. This deep dive breaks down Werner’s strategic intermodal expansion into Mexico, the regulatory fallout of the DOL’s new joint-employer ruling, and how the 5th Gen Cascadia is leveraging AI to mitigate rising operational risks. Navigate the high-stakes intersection of geopolitical instability and financial strategy in an industry where visibility is the only way to survive the "visibility paradox."