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Supply Chain Disruptions Aren't Over With J Mintzmyer

Lead-Lag Live

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Is This a Better Opportunity Than Something Else?

Jay Men's Fire: We know almost all the management teams on a first-name basis, just by virtue of being involved in the sector for so long. It's not necessarily like we'd have a call with management and then get super bullish. A lot of the money and shipping is made from knowing when to buy and sell ships around the cycles. The holy trinity or trifecta where everything lines up would be part one would be promising or optimistic macro picture.

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