The Business Brew

J Mintzmyer Returns

May 19, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Market Is Like Crashing
01:41 • 2min
3
The Warrane Crane and the Oil Supply Disruption
03:13 • 3min
4
What's Going on With the Oil Tankers?
05:49 • 4min
5
Oil Tankers - Is That a Sure Thing?
09:31 • 2min
6
Russian Crud Oil
11:11 • 2min
7
The Ukraine Crisis, Is It a Good One?
12:53 • 4min
8
Shipping Stocks - The First Gut Reaction Is Usually Wrong
16:45 • 3min
9
Oil Tankers - Are You Thinking About Downside Risks?
19:31 • 3min
10
We Work a the Bears Did, Right?
23:01 • 3min
11
How to Buy a Containership
25:46 • 3min
12
How Do You Get Comfortable With the Back and Cash Flow?
29:04 • 2min
13
Zim Butt Bill
31:02 • 2min
14
Is It a Recession?
32:58 • 2min
15
Ratar Caps - Is That a Perfect Anology?
34:36 • 4min
16
The Ipo Was Done for Traditional IpO Reasons
38:45 • 2min
17
The Bar Case Against Zet
40:56 • 3min
18
What's Going on With the Congestion?
43:27 • 3min
19
Is It a Good Thing for the Container Liner Companies?
46:03 • 4min
20
The Trucking Market Is a Wild Movie
50:09 • 2min
21
I'm Almost More Concerned Bill, if Those Rates Are Too High Now, and China Reopens
52:25 • 2min
22
Investing in Macro Stocks
54:16 • 2min
23
How Long Bonds Trade, You Know?
56:32 • 3min
24
Is It a Hype Growth Company?
59:22 • 2min
25
What's Going on With the Containerships This Summer?
01:01:09 • 2min