lystn

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. Topics Covered 2:00 minute mark - The endurance of the shipping cycle 12:00 - Mean reversion for Value? 18:00 - The oil crash and commodity ETFs 22:00 - The abnormalities in this cycle 27:00 - How supply and demand have lined up 31:00 - Investor reactions 35:30 - The Macro context 46:00 - Dry bulk woes 49:30 - Talking the downside in the tanker trade 54:00 - The management and capital allocation question 58:00 - Getting down to some picks