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John Konrad is a former merchant marine captain and the founder of gCaptain, a news site covering shipping and global trade. In this episode we cover Trump tariff scenarios, the Panama Canal and other naval chokepoints, US shipbuilding, and more.
Timestamps
(00:00) Introductions
(02:00) Tariffs are a bad deal
(05:10) Non-linear thinking & embracing chaos
(07:10) Why the zero tariff world is gone
(13:35) Inflation and global trade tensions
(14:49) Revaluing the dollar
(19:45) 3 possible tariff scenarios
(26:04) Control of the Panama Canal
(29:44) Who can take more pain: US or China?
(34:10) Is John rare earth pilled?
(37:10) How long before tariffs snarl supply chains?
(43:30) US naval dominance
(48:05) Houthis, drones and asymmetric warfare
(53:01) Why shipowners don't want to return to the Suez
(57:50) John's #1 forecasting tip
(59:10) Who blew up the Nord Stream pipeline?
(60:30) Day after a Strait of Hormuz closure
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