Freight As An Emerging Market: The New World Disorder

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But This Time It's Different

Brought to you by Sinead O'Sullivan and Alex Chalmers

16 episodes

6 days ago

But This Time It’s Different is where we unpack the truth behind the wrong, late or wilfully blind stories we’re told- about progress, markets, governments, and tech- with apparently sharp analysis and dark humor.

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Freight As An Emerging Market: The New World Disorder

But This Time It's Different

24 minutes 7 seconds

5 months ago

Freight As An Emerging Market: The New World Disorder

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.