Episode
Shipping for Dummies
- Podcast
- The Jacob Shapiro Podcast
- Published
- Jul 14, 2026
- Duration seconds
- 3454
- Processing state
not_requested- Canonical source
- https://jacobshapiro.com/podcasts/shipping-for-dummies
Actions
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Summary
Jacob sits down with J Mintzmyer of Value Investors Edge for a shipping deep-dive (but of course it's a geopolitics lesson in disguise). Mintzmyer argues the industry has barely changed in eleven years, most of the efficiency gains, double hulls, eco-designed vessels, LNG boil-off fixes, were locked in over a decade ago, leaving only regulation to move the needle. The two dig into why the US lost shipbuilding to Japan, Korea, and now China, how the Jones Act complicates the picture, and why America's real shot at relevance lies in owning and financing vessels, not building them. -- Timestamps: (00:00) - Welcome and Setup (01:20) - Meet J Mintzmyer (02:38) - Shipping for Dummies (06:24) - How Shipping Demand Works (08:30) - Has Shipping Changed (16:48) - US Shipbuilding Decline (26:14) - Tonnage Tax Loophole (27:15) - Make US Shipping Competitive (27:54) - Finance Incentives Not Sanctions (28:56) - Why US Shipbuilding Lags (31:31) - China Shipbuilding Dominance (44:36) - Automation And Future Innovation -- Referenced in the Show: Twitter: https://x.com/mintzmyer Website: www.vieresearch.com Box book: https://www.amazon.com/Box-Shipping-Container-Smaller-Economy/dp/0691170819 Chinese automated shipyard (video): https://youtu.be/RXr03aRF_p8?si=1cjIBZaFeTTqhutD -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global mul…