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24min chapter
Drinkin’ The Kuppy Kool Aid (guest: Chris MacIntosh)
The Market Huddle
Shipping Industry Outlook: Container vs Tanker Shippers
The speakers analyze the divergent performance of container and tanker shippers in the shipping industry. They discuss supply constraints faced by container shippers and increased demand for tanker stocks due to supply chain pressures. They also explore investment opportunities and potential bankruptcies and mergers in the industry.
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