Shipping trends: J Mintzmyer and Edward Finley-Richardson on Marine Money 2024

Jun 24, 2024 · 31m 27s

Description

J Mintzmyer and https://x.com/ed_fin?source=ie_podcast:shipping_trends_marine_money_2024 discuss https://www.marinemoney.com/?source=ie_podcast:shipping_trends_marine_money_2024 (0:30). Focus on https://seekingalpha.com/author/j-mintzmyer?source=ie_podcast:shipping_trends_marine_money_2024 trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why...

J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published here.

J Mintzmyer's Value Investor's Edge

Show Notes:
J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments
May's CPI cools more than expected, with core CPI rising 3.4% Y/Y
J Mintzmyer's Note Of Caution On Shipping

Episode transcripts

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