It’s Time To Talk About Global Shipping and Scarcity Value

Published on
February 2nd, 2022
Duration
54 minutes


It’s Time To Talk About Global Shipping and Scarcity Value

The Essential Conversation ·
Featuring Matt McCleery and J Mintzmyer

Published on: February 2nd, 2022 • Duration: 54 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.