This interview podcast features Jay Mintzmyer, founder of Value Investors Edge, discussing maritime shipping investments. The podcast begins with an introduction to Mintzmyer and his expertise, followed by a discussion of the advantages of investing in the niche shipping sector, addressing common misconceptions about the industry's volatility and risk. Mintzmyer then presents his top picks for 2025: International Seaways (INSW) for tankers and Star Bulk Carriers (SBLK) for dry bulk, highlighting favorable supply/demand dynamics and potential catalysts like sanctions and geopolitical shifts. The podcast concludes with a Q&A session addressing investor questions about entry points and risk mitigation strategies. A key takeaway is that while the shipping industry is volatile, a well-informed, strategy-driven approach can yield significant returns.
