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Supply Chain Disruptions Aren't Over With J Mintzmyer

Lead-Lag Live

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The COVID Lockdown - What's Different?

In 2008, 2009, summer of 2008, most people in shipping were super, super bullish. Dry bulk was okay, but the rest of the segments did terribly. This time around, especially in dry bulk, but also in tankers, the order book is nothing to speak of. The balance sheets are all very strong. Oh, and the valuations, the sentiment is all pretty terrible.This is the, if this turns out to be a massive Wilbur recession, and I'm not saying it won't be. There's this far smarter people than I can debate that and you're probably one of them Michael.

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