Deeply cyclical, asset-heavy and near-invisible until it breaks; the physical substrate of global trade.
The building of the Panama Canal, from France's failed attempt to US completion.
Recommended by: Mohnish Pabrai, Bill Gates
The economics of shipping: the market cycle, freight rates and vessel costs.
Recommended by: Patrick Collison
How the shipping container cut freight costs and remade global trade.
Recommended by: Bill Gates, Mohnish Pabrai, Paul Graham and 1 other
Long-distance trade from Mesopotamia and the spice routes to modern globalisation.
Recommended by: Patrick Collison, Mohnish Pabrai, Nick Szabo
Aboard a Maersk box ship; the economics of the trade Denmark dominates.
Recommended by: Mohnish Pabrai
Flags of convenience, crew abuse and jurisdictional voids at sea.
The supply-chain breakdown of 2020 to 2022, traced through shipments and people.
Novel, but the standard introduction to how ship finance actually works.
Recommended by: Mohnish Pabrai
One USB charger followed from a factory in Vietnam by ship and truck to a door.
Mohnish Pabrairecommends 5 books here
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Paul Grahamrecommends 1 book here
Tobi Lütkerecommends 1 book here