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About This Podcast
The Supply Chain Secrets Podcast cuts through the noise to bring you real, unfiltered insights from the front lines of global logistics. Whether you’re a shipper, NVO, carrier, or just someone who needs to stay ahead of market shifts, we deliver analysis and hard-hitting conversations that actually matter. Visit nyshex.com/podcast to register to attend live!
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Recent Episodes
TPM Live: Iran Escalation, Phantom GRIs, and a New Playbook for Volatility
Recorded live during TPM26 in Long Beach, this episode breaks down the rapidly escalating situation involving Iran and what it means for ocean shipping immediately. Lars Jensen walks through the…
Tariff Shock and Post-CNY Signals: What It Means for Rates and Contracts
This week’s Supply Chain Secrets focuses squarely on tariff volatility and what it means for global trade.The Supreme Court overturns IEEPA tariffs. A new blanket tariff is introduced days later.…
Market Rewire — Hapag-Lloyd’s Zim Acquisition & Post-CNY Signals
This week’s Supply Chain Secrets is jam-packed. Lars Jensen and Caroline Weaver dig into sharp post–Chinese New Year moves: loaded spot rates falling faster than expected, spreads tightening across…
Before the Bottom: Early Rate Declines, Market Spreads, and Red Sea Signals
Freight markets are turning earlier—and faster—than seasonal patterns would suggest. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen unpack why Pacific spot rates are…
When Quotes Lie: What Paid Rates, Index Choice, and Volatility Are Telling Us Now
Rates are rolling over earlier than expected, and the gap between quoted and paid freight rates is widening again.In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down…
Rates Roll Over, Indexing Gets Real, and Red Sea Risk Returns
Freight markets are turning earlier than usual. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down sharp declines in quoted rates, early signs that the Chinese New…
Early 2026 Signals: Rates, Indexing, and the Red Sea Question
As 2026 gets underway, early signals are already diverging. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen are joined by Matthew Chicalace of Hellmann Worldwide Logistics to…
2026 Outlook: Early Rate Signals, Strong Demand, and Rising Geopolitical Risk
As 2026 gets underway, early market signals are already diverging. In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down where freight rates are heading post-Chinese New…
Year-End 2025: What Changed, What Didn’t, and What’s Coming in 2026
In this 2025 year-end review, Caroline, Lars, and Don Davis reflect on a year defined by tariff whiplash, uneven demand, and persistent gaps between quoted vs. paid spot rates. They also look ahead…
Unsettled Rates, New Tariffs & Rising Maritime Risks: Market Signals for 2026
Global shipping enters another volatile week. Caroline, Lars, and guest Michael Wray of Ocean Network Express (ONE) unpack rate swings across key trades, shifting sourcing strategies, Mexico’s new…
Jittery Rates, Softening Demand & New Risks Ahead for 2026
This week, Caroline and Lars break down another volatile shift in the market — from weakening global demand to unusual rate distortions and rising geopolitical risks.In this episode:NYFI loaded spot…
Freight Rates, Futures, and Investor Risk with Sagil Capital Partner, Mark Hendricks
This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen are joined by Sagil Capital Partner Mark Hendricks to break down how freight rate volatility is affecting both shippers and…
Tariff Turmoil, Vessel Fires, and the Small Wire That Took Down a Bridge
Global container rates are sliding fast — and volatility is here to stay. In this week’s Supply Chain Secrets, Caroline and Lars break down what’s happening across key trades and what it means for…
A Jittery Market, A Clear Signal: Lower Rates Ahead?
Rates are up, down, and sideways depending on origin, equipment, and trade lane — but beneath the noise, a clear forward signal is emerging: 2026 contract levels look set to decline. Lars and…
Volatility Is Back — And So Are the Pirates
Rates are dropping, pirates are reappearing, and demand is diverging across the globe. In this episode, Lars Jensen and Caroline Weaver unpack what last week’s NYSHEX London event revealed about…
Unsettled Seas: China Tariffs, Rate Shifts, and the Return of Pirates
Container shipping just won’t sit still.This week, Caroline Weaver and Lars Jensen unpack the latest volatility across global trades — from Pacific spot rates showing strange regional “vibrations,”…
Inflation’s Hidden Freight Discount: Why Rates Are Lower Than You Think
Freight rates might look like they’re holding steady — but when you adjust for inflation, the real story tells a very different tale.In this week’s Supply Chain Secrets, Caroline Weaver and Lars…
No Stop Button, No Filter: What's Going on in Global Shipping This Week?
What happens when AWS failures disable your Stop Recording button?You let Lars Jensen keep talking — and you get one of the most in-depth updates yet. In this week’s Supply Chain Secrets, Caroline…
Firehose Week: Tariffs, “China’s USTR,” MEPC Carbon Tax—and Why Rates Are Still Calm
Tariff whiplash, “China’s USTR,” and a carbon levy vote—yet spot rates look oddly calm. Caroline Weaver and Lars Jensen cut through the chaos: Trump’s 100% tariff warning vs. the Nov 10 tariff…
Trade Shifts, Rate Slides, and Real Market Signals: The State of Global Shipping This Week
In this week’s Supply Chain Secrets podcast, hosts Caroline Weaver and Lars Jensen unpack the latest developments shaping container shipping and global trade.Lars calls in from Curaçao with an update…
Frequently Asked Questions
Supply Chain Secrets has published 110 episodes since February 2021, covering topics in Business, Technology.
Supply Chain Secrets is currently highly active with new episodes weekly. Average episode length is 31m.
