Charting the course in shipping with J Mintzmyer - podcast episode cover

Charting the course in shipping with J Mintzmyer

Jan 09, 202541 min
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Shipping expert J Mintzmyer returns to update investors on his top stocks for 2025. Why invest in shipping? (1:45) Top tanker pick is International Seaways (15:15). Star Bulk Carriers, top dry bulk stock (25:40). Hedging geopolitical risks (34:00). Why ZIM is currently more of a trade than an investment (37:05). Watch the full video with slides.

Show Notes:
International Seaways: Tanker Market Updates, Seasonal Upside Ahead
Dry Bulk Market Update: Star Bulk Carriers Interview
J Mintzmyer's Note Of Caution On Shipping

Read the transcripts

For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
For the best experience, listen in Metacast app for iOS or Android