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China dominates global shipbuilding

The guest argued that China now builds over half the world's ships, with a strategy to undercut competitors and dominate the industry.

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The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

The story so far
CONTESTED · 92 MENTIONS · 66 EPISODES · 28 SHOWS
24 JUL 2025 — 17 AUG 2026 · YESTERDAY
36 SUPPORT · 5 CHALLENGE · 2 REPEAT · 49 MENTIONED
  1. 24 JUL 2025 · FIRST HEARD
    THE ACQUIRERS PODCAST
  2. 8 EPISODES BETWEEN · 13 MENTIONS · 6 NOT KEPT
    1. 6 EPISODES NOT SHOWN
    2. 6 SEP 2025
      SMARTERMARKETS · 2 MENTIONS
    3. 18 SEP 2025
      MACROVOICES
    4. 25 SEP 2025 · CHALLENGES
      MACROVOICES
    5. 4 OCT 2025
      SMARTERMARKETS · 2 MENTIONS
    6. 16 OCT 2025
      MACROVOICES
    7. 28 OCT 2025
      GOLDMAN SACHS EXCHANGES
    8. 5 NOV 2025
      GOLDMAN SACHS EXCHANGES
    9. 6 NOV 2025
      MACROVOICES · 4 MENTIONS
  3. 13 NOV 2025
    THE DERIVATIVE
    • China dominates global shipbuilding · THIS IDEA
  4. 44 EPISODES BETWEEN · 56 MENTIONS
    1. 21 NOV 2025 · CHALLENGES
      VALUE INVESTING WITH LEGENDS
    2. 24 NOV 2025
      MACRO MUSINGS WITH DAVID BECKWORTH
    3. 6 DEC 2025
      THE BUSINESS BREW
    4. 8 DEC 2025
      THE GRANT WILLIAMS PODCAST · 2 MENTIONS
    5. 17 DEC 2025
      THE TIM FERRISS SHOW · 3 MENTIONS
    6. 27 DEC 2025
      SMARTERMARKETS · 2 MENTIONS
    7. 14 JAN 2026
      FORWARD GUIDANCE
    8. 16 JAN 2026
      WHAT BITCOIN DID
    9. 17 JAN 2026
      SMARTERMARKETS · 2 MENTIONS
    10. 24 JAN 2026
      SMARTERMARKETS
    11. 29 JAN 2026
      THE BUSINESS BREW
    12. 31 JAN 2026
      SMARTERMARKETS
    13. 2 FEB 2026 · CHALLENGES
      CAPITAL ALLOCATORS
    14. 4 FEB 2026
      THE ALPHA EXCHANGE · 3 MENTIONS
    15. 9 FEB 2026
      THE GRANT WILLIAMS PODCAST
    16. 9 FEB 2026
      THE MEB FABER SHOW
    17. 13 FEB 2026
      THE GRANT WILLIAMS PODCAST
    18. 19 FEB 2026
      THE GRANT WILLIAMS PODCAST · 3 MENTIONS
    19. 25 FEB 2026
      WHAT BITCOIN DID
    20. 2 MAR 2026
      MACRO MUSINGS WITH DAVID BECKWORTH
    21. 6 MAR 2026
      THE BUSINESS BREW · 2 MENTIONS
    22. 6 MAR 2026
      ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
    23. 9 MAR 2026
      MACRO MUSINGS WITH DAVID BECKWORTH
    24. 9 MAR 2026
      ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
    25. 11 MAR 2026
      MONETARY MATTERS WITH JACK FARLEY
    26. 12 MAR 2026
      THE JULIA LA ROCHE SHOW · 2 MENTIONS
    27. 14 MAR 2026
      SMARTERMARKETS
    28. 25 MAR 2026
      FORWARD GUIDANCE
    29. 26 MAR 2026
      THE GRANT WILLIAMS PODCAST
    30. 1 APR 2026
      THE JULIA LA ROCHE SHOW
    31. 6 APR 2026
      MACRO MUSINGS WITH DAVID BECKWORTH
    32. 6 APR 2026
      ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
    33. 7 APR 2026
      FORWARD GUIDANCE · 2 MENTIONS
    34. 9 APR 2026
      WEALTHION - BE FINANCIALLY RESILIENT
    35. 15 APR 2026
      ODD LOTS
    36. 15 APR 2026
      PALISADES GOLD RADIO
    37. 20 APR 2026
      THE TWENTY MINUTE VC
    38. 22 APR 2026
      ODD LOTS
    39. 23 APR 2026
      THE ACQUIRERS PODCAST
    40. 24 APR 2026
      ODD LOTS
    41. 1 AUG 2026 · 2W AGO
      PLANET MICROCAP PODCAST
    42. 2 AUG 2026 · 2W AGO
      PROF G MARKETS
    43. 3 AUG 2026 · 2W AGO
      ODD LOTS
    44. 5 AUG 2026 · 2W AGO
      A16Z PODCAST
  5. 5 AUG 2026 · 2W AGO
    ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
  6. 6 AUG 2026 · 2W AGO
    COMMODITY CULTURE · 2 MENTIONS
  7. 8 AUG 2026 · 1W AGO
    THE TWENTY MINUTE VC
  8. 10 AUG 2026 · 1W AGO
    THE TWENTY MINUTE VC
  9. 13 AUG 2026 · 5D AGO
    ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
  10. 17 AUG 2026 · YESTERDAY
    ANIMAL SPIRITS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE