This week, I sat with
CEO of Flexport, at a time of real upheavals in the world trading system. Ryan manages a logistics platform which sees around 1% of all American exchanges, it therefore has a direct line in the way companies react in real time: a shipping break, renegotiation of supply chains and, in some cases, to deal with existential choices.
I wanted to understand how the price storm takes place on the ground – and what it means for the future of globalization.
We talked:
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THE Economic shock striking importers Right now and why many are planning to completely abandon the expeditions
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How this new trade war can involuntarily Increase world shippingWhile the supply chains extend and release
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THE strange ineffectiveness emerging around semiconductors and AI equipment, thanks to pricing classifications
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Whether just another Blip – or a real inflection point In the rise in 800 years of world trade
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What Flexport has seen in customer behavior – and what tells us about Darwinian resilience, agility and survival.
We also entered deeply into the geopolitics of expedition: the fragility of maritime routes like the Red Sea, the underinvestment in the American ports and what it really means when the American navy ceases to guarantee the free trade routes.
Ryan has brought a perspective that is part of the historian, the operator in part and the futuristic. If you always wanted to understand how Tectonic technology, prices and changes in globalization Collide – This is your episode.
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