Talking Transports: Morgan Stanley on Transport Disruption Risks
Talking Transports
Morgan Stanley on Transport Disruption Risks
Amazon’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 shipping and rising competition, while highlighting a constructive outlook for trucking as supply tightening drives rate recovery. He also examines how AI—particularly physical AI like autonomous trucks—could reshape the industry, and why transportation may look fundamentally different over the next decade.
May 12, 2026