← John Kartsonas

What podcasts say about John Kartsonas

Every statement, with the speaker, the exact quote and the moment it was said.

What John Kartsonas has said on podcasts

5 statements · 3 negative · 1 mixed · 1 neutral

  1. on Freight ratesNegativeOct 1, 2026· Bloomberg Surveillance

    Freight rates will eventually adjust downward or otherwise normalize.

    “freight rates have to adjust.”

    Listen at 19:26

    Open the episode · The Yield Curve and Shipping Risks
  2. on Oil shipping costsNegativeOct 1, 2026· Bloomberg Surveillance

    Current oil shipping costs are unsustainable.

    “This is not sustainable by any means.”

    Listen at 19:44

    Open the episode · The Yield Curve and Shipping Risks
  3. on Freight ratesNeutralOct 1, 2026· Bloomberg Surveillance

    Freight-rate normalization could occur within a month to a year.

    “Could be six months, could be next month, could be a year, nobody knows.”

    Listen at 20:11

    Open the episode · The Yield Curve and Shipping Risks
  4. on Global shippingMixedOct 1, 2026· Bloomberg Surveillance

    Global shipping is operating in a new paradigm of disruption.

    “we're definitely in a new paradigm”

    Listen at 21:53

    Open the episode · The Yield Curve and Shipping Risks
  5. on Oil refining infrastructureNegativeOct 1, 2026· Bloomberg Surveillance

    Refining infrastructure destruction is constraining refined-product supply.

    “But on the refining side, you had a lot of infrastructure destruction happening”

    Listen at 24:17

    Open the episode · The Yield Curve and Shipping Risks

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

John Kartsonas: what podcasts say · PodLume