Marketplace Roundtable #38: Marine Money Pt. 3 With J Mintzmyer

J Mintzmyer of Value Investor's Edge concludes his review of Marine Money in our third podcast on the subject. We spoke Friday morning, and go back into the IMO 2020 discussions to hear what industry insiders are saying and one divergent approach to the regulation that J is watching. J also shares a segment by segment breakdown of the industry, and we hit one more time on the theme that it might be darkest right before the dawn, as the current poor sentiment forces the sector to get its act together once and for all. Also, J tells a story about a tourist accident in New York that might feel a little too on the nose (or on the eye) for shipping investors. Topics covered 2:30 minute mark - What was the buzz around IMO 2020? 5:00 - Are there ways to hedge the risk, or alternative approaches? Euronav ( EURN ) as a case study. 9:00 - Second-level impact of IMO 2020 on the industry 11:30 - The improving outlook for dry bulk, with Star Bulk ( SBLK ) as an example 15:30 - A segment-by-segment rundown in shipping 20:00 - Picking out the gems in containerships - the Global Ship Lease ( GSL ) transformation 24:00 - The benefit of hard times - the sector taking its medicine 30:00 - Why you shouldn't try to take pictures at Times Square, a case study

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Marketplace Roundtable #38: Marine Money Pt. 3 With J Mintzmyer is an episode from SA Marketplace Roundtable.

This episode is 33:18 long.

This episode was published on Jun 24, 2019.

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