Supply Chain Secrets
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!
Podcasting since 2021 • 102 episodes
Supply Chain Secrets
Latest Episodes
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 to 2026, where the base case remains continued...
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31:28
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 China tariffs, Red Sea uncertainty, and a surge...
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26:38
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 rates for Asia–Nort...
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18:15
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 investors. They cover the latest...
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27:39
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 shippers heading into 2026.I...
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19:36
