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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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Episode ID: 1000704759680

GUID: substack:post:162046105

Release Date: 24/04/2025, 20:30:35