J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published here. J Mintzmyer's Value Investor's Edge Show Notes: J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments May's CPI cools more than expected, with core CPI rising 3.4% Y/Y J Mintzmyer's Note Of Caution On Shipping Episode transcripts For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions