Lead-Lag Live

Supply Chain Disruptions Aren't Over With J Mintzmyer

Oct 25, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
Are Shipping Stocks Usually Low and Stable?
03:02 • 2min
3
Are the Supply Chain Disruption Concerns Over?
05:00 • 2min
4
How Many Companies Are Publicly Listed on a Crew Tanker Space?
07:26 • 2min
5
Dry Bulk Rates - What's the Biggest Driver?
09:49 • 4min
6
Is There a Disconnect or Opportunity for Value Investors?
13:59 • 2min
7
Dry Bulk - Is China Really Doing Well?
15:35 • 2min
8
Tanker Valuation and Oil Price Movement
17:37 • 2min
9
Container Ships - Is There Any Onshoring?
19:29 • 3min
10
Ocean Shipping
22:49 • 2min
11
Consolidation in the Container Liner Business
24:53 • 2min
12
Shipping Sentiment
27:05 • 4min
13
Technicals Aren't What Cause People to Sell, Right?
31:01 • 3min
14
Is This a Better Opportunity Than Something Else?
33:32 • 5min
15
Is the US Going to Ban Russian Coal? Is It a Good Idea?
38:12 • 3min
16
The COVID Lockdown - What's Different?
40:47 • 4min
17
Is There a Dislocation Between Where Shipping Stocks Trade and Valuation?
44:27 • 2min
18
Is There a Longer Term Trend?
46:46 • 3min