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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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