Shipping expert J Mintzmyer talks geopolitical volatility and shipping disruptions (1:00). Most affected trade by far is container ships (2:40). ZIM, Danaos, and Global Ship Lease (5:10). Tankers' great year; still long Tsakos (6:40). How to think about an average shipping portfolio (10:00). Biggest things impacting volatility are inflation, what Fed's going to do and China (15:50). Valuation metrics to (not) use for shipping stocks (23:55).

Show Notes:
J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments
ZIM Integrated surges as analysts see container shipping stocks continuing higher
J Mintzmyer Unpacks Cyclical And Fickle Shipping Sector

Episode transcripts

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