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Essential
•The Essential Conversation
It's Time To Talk About Global Shipping and Scarcity Value
Cargo freighters are hard assets, and that makes shipping a good inflation hedge.
Featuring Matt McCleery and J Mintzmyer
Feb 02, 2022 • 53 minutes
Will rising inflation lift portfolios with exposure to the international shipping industry? Even amid global supply chain snarls, the maritime shipping sector had a banner 2021. Now this niche may offer a hedge against runaway inflation and market volatility. “Disruptive events are good for shipping,” says Matt McCleery of Marine Money in a discussion with Value Investor’s Edge Lead Researcher J Mintzmyer. Ships are made of steel. They’re hard assets. And it’s difficult to produce more of them. In a world still defined by easy money, scarcity value makes the shipping industry a sound investment. Mintzmyer describes his granular approach to identifying and timing opportunities. With its close ties to materials as well as geopolitics and simple supply-demand dynamics, commodities traders may find shipping a close fit too. Recorded January 28, 2022.
Show MoreThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
More EpisodesThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
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