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In this special iteration of the Marketplace Roundtable, Daniel Shvartsman interviews J Mintzmyer, Head of Research at Value Investor's Edge. J reviews the current shipping market conditions and outlines the bullish thesis in the containership sector. Several top picks in the sector are reviewed along with a macro overview for 2021. Show Notes 2:30 – The different sectors of shipping 4:00 -  The containership thesis/trade 6:30 – The core drivers for the containership sector 9:30 – The port clogging issue in containerships 13:00 – How long can this run last? 17:30 – Breaking down the economics and key variables 19:00 – Why is this not just a repeat of the tankers story? 21:30 – How these rates fit into historical cycles 24:15 – What do costs look like for container leasers 26:00 – What about a COVID hangover as spending shifts to experiences and away from goods 28:30 – J’s favorite sector picks: DAC, NMCI, ATCO 31:30 – SA PRO: Diving into the ZIM long case 35:00 – Catching up on Value Investor’s Edge 39:45 – Importance of diversification in the shipping sector and managing volatility Learn more about your ad choices. Visit megaphone.fm/adchoices