Vonheim cover image

#147 J. Mintzmyer - How To Navigate And Invest In Shipping

Vonheim

00:00

Container Ship Leasing

A super cycle is something that lasts for several years in my opinion and the rates are 90 to 99.9 percentile. So, container ship leasing. Obviously a super cycle. You pull up the context chart you pull up the harpex. We are literally off the charts like they've never been there before. And it's lasted for two years. Yeah, no it definitely makes sense. Just looking at the market more broadly because I heard one of your presentations where you sort of created this bull scenario about you know the market. It made me think like from if you're a new investor how do you separate you know bull markets from super cycles? Because actually we know that shipping is cyclical

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app