Ryan Petersen

speaker

290 appearances 2 recordings 1 series first heard Nov 2025 last heard 6 Aug

Ryan Petersen’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.

Appearances

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Prof G Markets · Michael Burry Says This Is The Top — Is It? · 6 Aug 2026 podcast

I think hopefully there's a peace deal.

But even that, I'm not sure that it gives enough reassurance because we've had these fits and starts.

We've had peace deals.

And then the next day you've had ships get attacked.

So I don't know that that's going to calm the insurance markets.

It's costing about 10% to 15% of the value of the ship just to insure it for one voyage through.

And you think about that, it basically turns your, you know, it's hard.

I don't even know how they underwrote that policy, to be honest, because how do you know what's the odds of a ship getting hit?

Is it 10% or not?

I mean, it's a pretty catastrophic event, obviously.

And it's not just the ship that gets lost.

All that cargo, you might have a $200 million ship with a billion dollars of the merchandise on it that can go under.

Prof G Markets · Amazon’s $38 Billion OpenAI Deal — And Why We Were Already Bullish on the Stock · 4 Nov 2025 podcast

Uh it's great to be here.

Yeah.

Something bad must be happening in Tariffs World when you call me.

Yeah, it's you know, and and the reason I said paralysis is it was just very difficult for people to make decisions because it was all changing so fast in terms of which countries were being hit with what duty rates.

I think we have a lot more information than we did.

When was that five four or five months ago?

Um it's it's a little bit more clear.

I mean, this latest deal with China where they've really lowered China down to the levels even below India and Brazil.

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