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Welcome to Don’t Dwell On It + Talk Track, the Telegraph podcasts that dive into all of the nitty gritty that makes up the freight rail industry. Follow along wherever you listen to your favorite podcasts for plenty of thoughtful conversations, real-world insights, + bold ideas on what is driving the industry forward.
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Reach out to us at [email protected]
Q3 2026 Freight Rail Forecast: Carload, Intermodal, + Bid Season Pricing
Harris + David break down the Fourth Edition of the Telegraph Market Consist, out now. What’s inside? Q2 carload volumes came in up 6% against our own forecast of down 5%, so the conversation starts with what the model missed,…
Full Episode
Don’t Dwell On It: The Long + the Short of It
Roughly 140,000 miles of track. Around 600 railroads. Nearly 580 of them are shortlines. So why then does the industry still treat them like their kid brother? In this episode, Harris + Sydney delve into what actually defines a shortline…
Full Episode
Freight vs Fiction: Rethinking Rail Metrics, Train Speed, + Capital Allocation
Harris + David unpack the presentation Harris delivered at MARS + the research behind it. The headline finding: train speed + volume are negatively correlated, which means record service metrics may say more about a thin network than a well-run…
Full Episode
Reading the Revised UP-NS Filing: Fewer Intermodal Units, Fewer Jobs + A Whole Lot More Questions
The headline agreements are largely done. Now it’s time for the fine print. In our latest episode, David + Harris walk through the revised UP–NS filing + find the numbers moving in one direction: diverted intermodal units revised down, projected…
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Merger Update: CN Settlement, Q2 Earnings Calls + the Importance of Chicago
Chicago has always been the bottleneck. CN’s decision to no longer oppose the UP-NS merger comes with better Mexico access for CN, terminal ownership, + a few other perks…but UP gains running rights over the all-important former EJ&E, which is…
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Freight Cycles Explained: Why Markets Turn + What Shippers Should Do
Freight markets always turn. The question, then, is what shippers + carriers should do before that happens. In this episode of “Talk Track”, David is joined by Dr. Angi Acocella, research scientist at the MIT Center for Transportation & Logistics,…
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