J Mintzmyer's note of caution on shipping

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).<br /><br />Show Notes:<br />J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments<br />ZIM Integrated surges as analysts see container shipping stocks continuing higher<br />J Mintzmyer Unpacks Cyclical And Fickle Shipping Sector<br /><br />Episode transcripts<br /><br...