April 8, 2025· 20 min

What Tariffs Are Doing to North American Freight

Matt Silver

Orality

Model

84%

Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostJoe Weisenthal(721 words)

M:29%

HostTracy Alloway(881 words)

M:29%

GuestMatt Silver(2,039 words)

M:28%

Oral Indicators

Agonistic25%

basically, certainly, definitely

Engagement64%

you, our, your

Memory Aids100%

listen, so, now

Repetition100%

like (60x), we're (29x), gonna (28x)

Parallelism92%

So why would I pay for stuff I..., And I'm Tracy Alloway...., And so we're just gonna do tha...

Sound Patterns52%

22 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases14%

i mean, the thing is, if you will

Literate Indicators

Hedging9%

maybe, might, could

Passive Voice7%

was titled, was exempted, were announced

Abstract Nouns18%

investment, business, verizon.com/business

Subordination14%

because, whereas, while

Sentence Length39%

Avg: 14.9 words/sentence

Word Complexity47%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style36%

271 personal pronouns found

Descriptive Style81%

exactly, apply, monthly

Description

Amidst Trump's dramatic tariff moves, trade in North America remains uncertain. The USMCA hasn't been completely ripped up, but the region is anxiously anticipating a new trade regime. As such, shippers and carriers dealing with North American freight are in a state of limbo, waiting to see how it all shakes out. In this episode, we speak with experienced freight broker Matt Silver, now the CEO of Cargado, a company that sells logistics software to businesses dealing with US-Mexico trade. We talk about the strategies being used right now, what's changing, what truckers are doing, and how all players may adapt to the new reality. Read more: Canada and Mexico, Early Trump Targets, Dodge the Worst of New Tariff Salvo The Freight Recession Isn't Going Anywhere Now Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

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