Shipping trends: J Mintzmyer and Edward Finley-Richardson on Marine Money 2024
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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...
show moreJ 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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Information
Author | Seeking Alpha |
Organization | Seeking Alpha |
Website | seekingalpha.com |
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