$1M Stolen Rail Merch & Why 600k Carrier Lists Are Complete BS

In this episode of WHAT THE TRUCK?!?, hosts Malcolm Harris and Michael Vincent cover key industry headlines before sitting down for an in-depth interview with three-time founder Tristan Bordeleau. The hosts break down major supply chain news, starting with the LAPD's recovery of $1 million in stolen BNSF and Union Pacific rail cargo from a Whittier shoe retailer, which included high-value goods like Nike footwear, Yeti cups, and Shark vacuums. They also examine the legal nuances of a civil RICO lawsuit filed by six trucking companies against C.H. Robinson—comparing precedents like Anza v. Ideal Steel and Bridge v. Phoenix—and discuss TA Services expanding its US-Mexico cross-border network by acquiring assets from Carmen Pacheco Transportation and Intermodal Cartage. Additionally, the duo analyzes Wall Street's reaction to C.H. Robinson's $6 billion acquisition of RXO and what the deal means for the broader 3PL landscape.

The main segment features Tristan Bordallo, who draws from his 22 years of experience in brokerage and fleet ownership to share lessons on carrier liabilities, rising operational costs, and the importance of founder vulnerability. Bordallo discusses shifting his focus to Fr8topia, a boutique brokerage serving local consumer packaged goods (CPG) and natural product brands in Los Angeles. He also tackles the ongoing divide between brokers and carriers, stressing that greater transparency, aligned interests, and leading with quality service are essential to repairing relationships in today's fast-moving freight market.

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