Three "Unequivocally Bullish" Impacts On Shipping From The Ukraine/Russia Conflict: J Mintzmyer

Shipping analyst and my good friend J Mintzmyer offers his analysis on the Ukraine/Russia situation.

This is part 2 an exclusive Fringe Finance interview with shipping analyst (and friend of mine) J Mintzmyer, where we discuss the state of the Russian invasion of Ukraine and its effect on markets and shipping stocks.

J is a renowned maritime shipping analyst and investor who directs the Value Investor's Edge ("VIE") research platform on Seeking Alpha.  You can follow him on Twitter @mintzmyer. J is a frequent speaker at industry conferences, is regularly quoted in trade journals, and hosts a popular podcast featuring shipping industry executives.

J has earned a BS in Economics from the Air Force Academy, an MA in Public Policy from the University of Maryland, and is a PhD Candidate at Harvard University, where he researches global trade flows and security policy.

Part 1 of this interview talked about how the invasion changed the outlook for shipping, unnoticed names in the sector and best and worst case potential outcomes.

Q: J, explain the impact of the invasion, and everything we talked about in Part 1, on commodities and consumer goods - which will suffer more because of the conflict?