About this episode
J Mintzmyer of Value Investor's Edge talks global tensions and trade wars in the context of shipping (1:30). More bullish on tankers and dry bulk, oil rigs (5:40) Israel/Iran; Russia/Ukraine possible scenarios (7:35). Russian oil sanctions (11:20). Oil price movements and reactions (12:55). Shorting Walmart - a brief update (18:30). Show Notes: Why J Mintzmyer Is Short Walmart And Long 3 Shipping Stocks Disruptions And Delays Usually Bullish For Shipping Rates J Mintzmyer's Note Of Caution On Shipping Red Sea Disruptions And 2 Key Shipping Segments Episode transcript For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions