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Latest Insight
Podcast | The Schelling Point

What are the right strategies container carrier need to learn from the airline industry in 2025?

In the latest episode of GSBN’s The Schelling Point, Bertrand Chen sits down with Kai-Marcus Peschl, former Senior Director of M&A and strategy at Hapag-Lloyd and an author on Substack focusing on AI, to explore the intersection of global trade, AI, and strategic thinking. Drawing from his background in history, international relations, airlines and shipping,…

Latest Insight
Podcast | The Schelling Point

Short-selling Shipping Futures: The circular path of a shipping analyst who is trying to improve global trade with financial innovation to make freight rates volatility more manageable

Hedge fund investor and co-founder of Linerlytica, Johnson Leung joins Bertrand Chen, CEO of GSBN on the Schelling Point to discuss his career path at from shipping at Maersk to hedge fund and now, data-driven decisions to champion freight futures. Johnson discusses how freight futures are transforming the ability for shipping lines to manage the…