Rate Volatility, AI Vetting, and Telematics Overload

Welcome back to What The Truck! In today's jam-packed Friday episode, hosts Malcolm Harris and Michael Vincent dive into currency fluctuations, cutting-edge AI technology, and the evolving landscape of fleet telematics with three expert guests:

Juan Perez, Senior Director of Trading at Monex USA: Juan breaks down why recent central bank rate hikes aren't automatically strengthening currencies and explains how foreign exchange swings quietly eat away at freight and shipper margins. He shares why companies shouldn't attempt to predict central bank moves, what FX hedging actually accomplishes, and the essential steps CFOs must take to manage currency risks.

Alex Pugachov, VP of Growth and Communication at OVN LLC: Alex introduces Verilane—the AI-powered carrier qualification system developed in-house by OVN for its fleet of over 1,300 cargo vans. He details how the system verifies insurance directly with providers, reads entire driver files, and maintains continuous qualification. Plus, he covers how cutting onboarding time in half creates a better experience for owner-operators.

Steve Schwindt, Vice President of Product Management at SambaSafety: Steve breaks down key takeaways from SambaSafety's 2026 Telematics Report. He addresses why so many fleets are drowning in data, how to bridge the gap between collecting data and using it for driver coaching, how telematics integrates with CSA compliance, and where AI fits into predicting risk before incidents occur.

Plus, the hosts break down the latest news headlines, including comments on English proficiency rules, J.B. Hunt's Q3 earnings, and a major fraud verdict out of Wyoming.

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