In this episode, we are joined by Thanasis Davakis founder of a risk management consultancy Just Freight with a background in mathematics and finance, and former experience at Navios developing hedging strategies.

We explore the geopolitical forces shaping today’s freight markets, from Red Sea disruption and a potential Suez reopening to the possible end of the Russia–Ukraine war and growing uncertainty around global green policy. Together, we unpack how these inefficiencies and policy shifts are influencing rates, risk, and decision-making for shipowners and traders.

Thanasis shares practical insights on navigating volatility, building smarter hedging strategies, and managing freight exposure in an increasingly unpredictable market. A sharp, f ...