Shipping Market Insights For 2026

2026-01-04 12:00:00 ET

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J Mintzmyer of Value Investor's Edge discusses shipping in 2025, strategies for navigating market downturns, and the importance of focusing on quality investments (0:45). Dry bulk potential, Cmb.Tech a top pick for 2026, impact of geopolitical factors on shipping (4:30). Stock selection metrics (12:20). Role of dividends in shipping (15:10). Broad macro risks (16:45). Learning lessons, setting goals (22:20).

Transcript

Rena Sherbill: J Mintzmyer of Value Investor's Edge , shipping sector expert extraordinaire. Welcome back to Investing Experts. Welcome back to the show....

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