
Ep 224: Kim Morison - The Ultimate Uncorrelated Asset - Water
Jun 8, 2026 - 00:43:12
Radio and PodcastLive Radio & Podcasts
Eighty percent of everything you consume travels on a ship. Your iron ore, your energy, your Amazon delivery - all of it. So why do so few sophisticated investors have any exposure to the asset class that makes it happen...
Ep 222: Anurag Agarwal - The Asset Class That Moves the World: Inside Global Transportation Investing is an episode from Inside the Rope with David Clark by Inside the Rope with David Clark. Eighty percent of everything you consume travels...
This episode belongs to Inside the Rope with David Clark.
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Published May 11, 2026, 01:02:55 long, audio available.