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'Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated

Investing Experts

CHAPTER

How to Short a Stock in the Shipping Sector

I think if things sort of persist as currently over the next five years, and the longer it goes, yeah, I mean, things will start looking worse. But that's not imminently bad to the point where you would be prepared to say, oh, this is a sell. It's more because you would only get reliable returns from shorting stocks with clear paths to bankruptcy. So what would you each say to investors looking at the shipping sector in general? How are you?

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