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Artwork for Supply Chain Secrets

Supply Chain Secrets

NYSHEX
Tariffs
Freight Rates
Shipping Rates
Red Sea
Strait Of Hormuz
China
Container Shipping
Supply Chain Management
Trade War
Trans-Pacific Market
Asia-Europe Trade
Ocean Shipping
Shipping Industry
Panama Canal
Trans-Pacific Trade
Gaza
Global Carriers
Spot Rates
Vespucci Maritime
TPM

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!

PublishesWeeklyEpisodes133Founded5 years ago
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TechnologyBusiness

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Artwork for Supply Chain Secrets

Latest Episodes

NYFI held flat for a fourth straight week, and the June CTS data explains why the Transpacific demand story isn't what the headlines suggest.

In this episode, Lars Jensen and Caroline Weaver cover:

• Why NYFI and SCFI track different things by desi... more

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Ocean freight rates are past peak season on the Transpacific and Asia-North Europe, but a widening gap between the NYFI and SCFI on Asia-US West Coast is raising questions about which number actually reflects the market.

In this episode, Lars Jensen... more

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Global schedule reliability slipped again in June, and the gap between carrier alliances is now too wide to ignore.

In this episode, Lars Jensen and Caroline Weaver cover:

• June reliability data: global on-time performance down to 63% from 65% in ... more

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Ocean freight this week is a study in divergence: Pacific rates are splitting by coast, Asia-Europe spreads are widening, and a new blockade declaration just widened the Middle East risk map. Even Lars's connection from France needed a reroute this w... more

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Key Facts

Accepts Guests
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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Peter Stallion
Runs Container Futures at Clarksons
Clarksons
Episode: Hormuz Shock: What the Latest Crisis Means for Freight Rates and Risk
Rathna Sharad
CEO and founder of Flavacamp, cross-border platform enabling global expansion for brands
Flavacamp
Episode: Persian Gulf Shock, Tariff Refunds, and the Next Wave of Surcharges
Gordon Downes
CEO of Nyshex
Nyshex
Episode: TPM Live: Iran Escalation, Phantom GRIs, and a New Playbook for Volatility
Matthew (Matt)
Head of Trade for Hellmann Worldwide Logistics, manages carrier relationships and import/export flows.
Hellmann Worldwide Logistics
Episode: Early 2026 Signals: Rates, Indexing, and the Red Sea Question
Don Davis
A prominent figure in the shipping industry
ZIM
Episode: Year-End 2025: What Changed, What Didn’t, and What’s Coming in 2026
Lars Jensen
Co-host of Supply Chain Secrets
NYSHAX
Episode: Year-End 2025: What Changed, What Didn’t, and What’s Coming in 2026
Michael Wray
Director of Transpacific Eastbound Marketing and Pricing for Ocean Network Express North America
Ocean Network Express
Episode: Unsettled Rates, New Tariffs & Rising Maritime Risks: Market Signals for 2026
Mark Hendricks
Partner at Sagil Capital and hedge fund manager with expertise in shipping equities
Sagil Capital
Episode: Freight Rates, Futures, and Investor Risk with Sagil Capital Partner, Mark Hendricks
Rich Heath
Vice President of Freight Products and Services at Nyshex
Nyshex
Episode: Rates, Risk & Reality: Inside the NYSHEX Freight Index Launch

Hosts

Caroline Weaver
Co-host of the podcast; frequent moderator and industry commentator providing practical market context.
Lars Jensen
Co-host and market analyst providing data-driven market insights and strategic context.

Reviews

4.7 out of 5 stars from 31 ratings
  • Entertaining way to stay on top of the market

    Lars and Caroline do an excellent job bringing industry insights to life!

    Apple Podcasts
    5
    Gordon Downes
    United States8 months ago
  • Who needs consultants ?!

    Just listen to these guys

    Apple Podcasts
    5
    dj vp
    United States5 years ago
  • Love the shipping industry discussion!

    There isn’t anything else like this show - very cool!

    Apple Podcasts
    5
    Cal Naughton
    United States5 years ago
  • Love Bryan and Don

    So nice to have a light hearted and entertaining dialogue yet very valuable information.

    Apple Podcasts
    5
    Gordon Downes
    United States5 years ago
  • Subject Matter Experts

    Unique and deep knowledge on the topic. Very informative.

    Apple Podcasts
    5
    KitMcQ
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests and experts are framed as adding deep knowledge without fluff.
Listeners appreciate practical, data-driven logistics insights and clear explanations.
The show delivers actionable takeaways for shippers and carriers, not just high-level chatter.
Two hosts deliver balanced, market-aware discussions that translate macro signals into day-to-day decisions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#113
Singapore/Technology
Apple Podcasts
#217
Chile/Technology

Talking Points

Recent interactions between the hosts and their guests.

Peak Season Incoming, Hormuz Holds, and Global Demand Takes a Hit
Q: What was the latest on tariffs and how might they affect carriers and importers this quarter?
Tariffs remain unsettled with Court rulings and presidential actions creating a looping pattern of measures and reversals; some refunds may be possible for plaintiffs, but overall the trading environment stays unstable with ongoing adjustments and new tariff schemes anticipated, contributing to continued uncertainty for importers and rate setting.
Early 2026 Signals: Rates, Indexing, and the Red Sea Question
Q: How is Hellmann treating the Red Sea right now? Are you assuming it might normalize?
It is still too early to tell whether everyone will follow suit regarding returning to the Red Sea.
Early 2026 Signals: Rates, Indexing, and the Red Sea Question
Q: With the freight rates softening on the TPEB market, are you approaching your contract pricing discussions sort of business as usual for this time of year?
It's a little early to still talk about what the long-term rates will look like come May; the market is fluctuating a lot currently.
2026 Outlook: Early Rate Signals, Strong Demand, and Rising Geopolitical Risk
Q: What are the updates on the tariff front?
It's a quiet week on the tariff front, but the geopolitical dynamics in regions like Iran are significantly impacting the shipping landscape.
2026 Outlook: Early Rate Signals, Strong Demand, and Rising Geopolitical Risk
Q: Could you talk a little bit about the new CTS demand data?
The global growth in TEU was up 7.2 percent, marking extremely strong demand contrary to the decline observed in North American container volumes.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Supply Chain Secrets

What is Supply Chain Secrets about and what kind of topics does it cover?

A data-driven, market-minded show focused on global ocean freight, with frequent deep dives into rate dynamics, geopolitical frictions, and routing decisions that drive costs for shippers, carriers, and forwarders. Episodes routinely unpack futures versus spot pricing, the impact of Hormuz and Red Sea events, canal constraints, and the evolving use of hedging tools, delivering practical takeaways for routing, contingency planning, and budgeting. A standout is the consistent pairing of sharp market analysis with real-world operational context, making complex macro signals actionable for industry professionals.

Noteworthy angles include live futures discussion, hedging education for finance teams, and ongoing coverage of regulatory shifts an... more

Where can I find podcast stats for Supply Chain Secrets?

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How many listeners does Supply Chain Secrets get?

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How many subscribers and views does Supply Chain Secrets have?

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Which podcasts are similar to Supply Chain Secrets?

These podcasts share a similar audience with Supply Chain Secrets:

1. The Freight Buyers' Club
2. The Ezra Klein Show
3. The Loadstar
4. The Journal.
5. WSJ What’s News

How many episodes of Supply Chain Secrets are there?

Supply Chain Secrets launched 5 years ago and published 133 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Supply Chain Secrets?

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How do I access podcast episode transcripts for Supply Chain Secrets?

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What guests have appeared on Supply Chain Secrets?

Recent guests on Supply Chain Secrets include:

1. Peter Stallion
2. Rathna Sharad
3. Gordon Downes
4. Matthew (Matt)
5. Don Davis
6. Lars Jensen
7. Michael Wray
8. Mark Hendricks

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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