J Mintzmyer on Red Sea disruptions and 2 key shipping segments

J Mintzmyer explains the ins and outs of the shipping sector (3:00). Why the Suez Canal and Red Sea matter so much to the industry (5:50). Investment opportunities in tankers and containerships (14:20). Why ZIM is such a volatile stock (24:55) and why J doesn't love the shipping ETF BOAT (26:15). This is an abridged conversation from Seeking Alpha's recent video webinar.

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Show Notes:
J Mintzmyer's 2 Favorite Tankers
J Mintzmyer Unpacks Cyclical And Fickle Shipping Sector

Episode transcripts

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