Ep. 192: Zuora CEO Tien Tzuo, Airbnb, Ardmore Shipping, WESCO International
The Drill Down
The Stocks Are on a Fantastic Run
Russia is still selling oil and to some degrees, some refined product diesel as well. But they're doing so illegally against the the rules that the global market has set down for Russia. The result is there is a shadow fleet of illegal ships shipping this product. It's very expensive and they may not be welcomed back into the global community of shipping once this conflict is over whenever that might be.
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