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.
Sign in to read the full idea
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
- THE ACQUIRERS PODCAST
8 EPISODES BETWEEN · 13 MENTIONS · 6 NOT KEPT
- 6 EPISODES NOT SHOWN
- SMARTERMARKETS · 2 MENTIONS
- MACROVOICES
- MACROVOICES
- SMARTERMARKETS · 2 MENTIONS
- MACROVOICES
- GOLDMAN SACHS EXCHANGES
- GOLDMAN SACHS EXCHANGES
- MACROVOICES · 4 MENTIONS
- THE DERIVATIVE
- China dominates global shipbuilding · THIS IDEA
44 EPISODES BETWEEN · 56 MENTIONS
- VALUE INVESTING WITH LEGENDS
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE BUSINESS BREW
- THE GRANT WILLIAMS PODCAST · 2 MENTIONS
- THE TIM FERRISS SHOW · 3 MENTIONS
- SMARTERMARKETS · 2 MENTIONS
- FORWARD GUIDANCE
- WHAT BITCOIN DID
- SMARTERMARKETS · 2 MENTIONS
- SMARTERMARKETS
- THE BUSINESS BREW
- SMARTERMARKETS
- CAPITAL ALLOCATORS
- THE ALPHA EXCHANGE · 3 MENTIONS
- THE GRANT WILLIAMS PODCAST
- THE MEB FABER SHOW
- THE GRANT WILLIAMS PODCAST
- THE GRANT WILLIAMS PODCAST · 3 MENTIONS
- WHAT BITCOIN DID
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE BUSINESS BREW · 2 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- MACRO MUSINGS WITH DAVID BECKWORTH
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- MONETARY MATTERS WITH JACK FARLEY
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- SMARTERMARKETS
- FORWARD GUIDANCE
- THE GRANT WILLIAMS PODCAST
- THE JULIA LA ROCHE SHOW
- MACRO MUSINGS WITH DAVID BECKWORTH
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- FORWARD GUIDANCE · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- ODD LOTS
- PALISADES GOLD RADIO
- THE TWENTY MINUTE VC
- ODD LOTS
- THE ACQUIRERS PODCAST
- ODD LOTS
- PLANET MICROCAP PODCAST
- PROF G MARKETS
- ODD LOTS
- A16Z PODCAST
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- COMMODITY CULTURE · 2 MENTIONS
- THE TWENTY MINUTE VC
- THE TWENTY MINUTE VC
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- ANIMAL SPIRITS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD