Freight As An Emerging Market: The New World Disorder
Update: 2025-05-14
Description
In this episode, Sinead and Alex unpack the global shipping crisis, and discover that it is not just a logistics problem, it’s a financial thriller.
From drones in the Red Sea to climate chokepoints in Panama, freight has stopped behaving like infrastructure and started acting like an emerging market. With skyrocketing insurance premiums, hedge funds trading shipping routes like oil futures, and global supply chains rerouting in real time, the ocean has become a risk asset.
Freight is no longer in the background; it’s the front line of globalization.
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