About this episode
Shipping expert J Mintzmyer talks geopolitical volatility and shipping disruptions (1:00). Most affected trade by far is container ships (2:40). ZIM, Danaos, and Global Ship Lease (5:10). Tankers' great year; still long Tsakos (6:40). How to think about an average shipping portfolio (10:00). Biggest things impacting volatility are inflation, what Fed's going to do and China (15:50). Valuation metrics to (not) use for shipping stocks (23:55). Show Notes: J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments ZIM Integrated surges as analysts see container shipping stocks continuing higher J Mintzmyer Unpacks Cyclical And Fickle Shipping Sector Episode transcripts For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions Register for Seeking Alpha's Investing Summit (with your podcast discount code!)