The Razor’s Edge
The Razor’s Edge
Shortman Studios
The Investing Edge: Akram's Razor Interviews J Mintzmyer On The Tanker Trade
1 hour 5 minutes Posted May 7, 2020 at 8:00 am.
minute mark The endurance of the shipping cycle
Mean reversion for Value?
The oil crash and commodity ETFs
The abnormalities in this cycle
How supply and demand have lined up
Investor reactions
The Macro context
Dry bulk woes
Talking the downside in the tanker trade
The management and capital allocation question
Getting down to some picks
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Show notes
In the most ambitious crossover event in Seeking Alpha podcast history, we turn the tables around. J Mintzmyer joins Akram's Razor and Daniel Shvartsman to talk the tanker trade, which is a hotly discussed topic in the markets these days. While the tanker rates and industry set up would seem to align with a generational shift, share prices have yet to pick up. Recorded at the beginning of a busy week for shipping sector earnings, it should provide some interesting background for people looking at this trade and the sector more generally.
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