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

Vonheim

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Dry Bulk

Chris: Dry bulk for me is similar to tankers like yeah the fundamentals are interesting and somewhat positive but look the stocks are already kind of I'm gonna say high as high as kind of the divisive word. Chris: If you're worried about a global recession like you gotta be careful on some of these stocks and dry bulk is 100% China. The simplest one sentence like exploration of a sector is best and for dry bulk it's it's China, he says. "It really is we can talk about time miles and rain and Ukraine crisis and like coal"

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