ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Alternative Realities: Shipping’s Geopolitical Hedge"
Episode Synopsis
Season 02 Episode 10
This year has seen significant disruption in trade, driven by tariffs and policy uncertainty. Countries and businesses are navigating these challenges in real time to keep the flow of trade moving smoothly. On this episode, Aaron Mulvihill is joined by Andy Dacy, Head of the Global Transportation Group at J.P. Morgan Asset Management. Together, they explore how the current trade and tariff turmoil is impacting the transportation sector, the ways shipping patterns have adapted to geopolitical events worldwide, the potential for reviving shipbuilding in the United States, and the exciting opportunities that exist in transportation beyond shipping.
This year has seen significant disruption in trade, driven by tariffs and policy uncertainty. Countries and businesses are navigating these challenges in real time to keep the flow of trade moving smoothly. On this episode, Aaron Mulvihill is joined by Andy Dacy, Head of the Global Transportation Group at J.P. Morgan Asset Management. Together, they explore how the current trade and tariff turmoil is impacting the transportation sector, the ways shipping patterns have adapted to geopolitical events worldwide, the potential for reviving shipbuilding in the United States, and the exciting opportunities that exist in transportation beyond shipping.
More episodes of the podcast Insights Now
Insights for the Future of Investing
31/12/2025
Alternative Realities: The 2026 Long-Term Capital Market Assumptions: Challenges and Opportunities
31/12/2025
2026 Outlook: AI Lift and Economic Drift
31/12/2025
How Research Informs Investment Strategy
26/11/2025
Quantitative Investing Explained
17/10/2025
Rethinking Retirement Through Research
10/10/2025
In God we trust