The Market Huddle Shipping, A Contrarian’s Dream Sector (Guest: J Mintzmyer)
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Jan 18, 2025 J Mintzmyer, founder of Value Investors Edge and maritime shipping expert, dives into the often-ignored shipping sector. He shares strategic stock picks poised to thrive in the current macro environment. Mintzmyer reveals the complexities of global shipping and discusses market segments influenced by geopolitical tensions. The conversation also touches on his unique journey from Anchorage to academia and the intricate dynamics affecting trade and sanctions. With a blend of insight and humor, Mintzmyer unpacks opportunities for savvy investors in this niche market.
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J's Unique Name
- J Mintzmyer's name is just the initial J.
- This was his parent's idea, making it a frequent conversation starter.
J's Childhood
- J grew up splitting time between Anchorage, Alaska, and Arizona.
- His parents facilitated homeschooling and public school to accommodate their travels.
Inspiration for Shipping
- J's path to finance was influenced by seeing trains with shipping containers.
- This sparked an interest in international trade and shipping in college.