In shipping, global macro matters more than ever - J Mintzmyer

J Mintzmyer of Value Investor's Edge talks global tensions and trade wars in the context of shipping (1:30). More bullish on tankers and dry bulk, oil rigs (5:40) Israel/Iran; Russia/Ukraine possible scenarios (7:35). Russian oil sanctions (11:20). Oil price movements and reactions (12:55). Shorting Walmart - a brief update (18:30).

Show Notes:
Why J Mintzmyer Is Short Walmart And Long 3 Shipping Stocks
Disruptions And Delays Usually Bullish For Shipping Rates
J Mintzmyer's Note Of Caution On Shipping
Red Sea Disruptions And 2 Key Shipping Segments

Episode transcript

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