Talking Transports: Morgan Stanley on Transport Disruption Risks

Talking Transports: Morgan Stanley on Transport Disruption Risks



Talking Transports: Morgan Stanley on Transport Disruption Risks
Amazon.com’s expanding logistics ambitions are poised to disrupt multiple transportation segments, from parcel to brokerage and LTL. In this Talking Transports podcast, Morgan Stanley Managing Director Ravi Shanker joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how Amazon’s scale and asset-light approach could pressure incumbents across freight markets. Shanker outlines structural challenges in parcel, including the unsustainability of free ship


www.bloomberg.com
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