In the most ambitious crossover event in Seeking Alpha podcast history, we turn the tables around. J Mintzmyer joins Akram's Razor and Daniel Shvartsman to talk the tanker trade, which is a hotly discussed topic in the markets these days. While the tanker rates and industry set up would seem to align with a generational shift, share prices have yet to pick up. Recorded at the beginning of a busy week for shipping sector earnings, it should provide some interesting background for people looking at this trade and the sector more generally.

Topics Covered

2:00 minute mark - The endurance of the shipping cycle

12:00 - Mean reversion for Value?

18:00 - The oil crash and commodity ETFs

22:00 - The abnormalities in this cycle

27:00 - How supply and demand have lined up

31:00 - Investor reactions

35:30 - The Macro context

46:00 - Dry bulk woes

49:30 - Talking the downside in the tanker trade

54:00 - The management and capital allocation question

58:00 - Getting down to some picks