What podcasts say about J Mintzmyer

Every statement, with the speaker, the exact quote and the moment it was said.

What J Mintzmyer has said on podcasts

24 statements · 10 positive · 11 negative · 1 mixed · 2 neutral

on U.S. diesel export banNegativeOct 6, 2026· Monetary Matters with Jack Farley
A U.S. diesel export cut could severely disrupt non-U.S. global energy markets.
“if the U.S. would cut diesel exports at this juncture in the market, that risks throwing the global market, non-U.S., in the total pandemonium.”
Listen at 27:08
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on U.S. diesel export banNegativeOct 6, 2026· Monetary Matters with Jack Farley
A prolonged U.S. diesel export ban would reduce product tanker rates.
“a longer term. ban of diesel exports, Jack, I think would be very bearish product tankers.”
Listen at 28:18
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on tanker valuationsNegativeOct 6, 2026· Monetary Matters with Jack Farley
Tanker valuations are currently at their highest observed levels.
“valuations are at the highest point in tankers and specifics”
Listen at 28:59
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on tanker shipsNegativeOct 6, 2026· Monetary Matters with Jack Farley
Tanker ships are currently valued at historically high levels.
“The assets, the ships themselves are at the highest valuations we've really ever seen.”
Listen at 29:09
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on BWETNegativeOct 6, 2026· Monetary Matters with Jack Farley
BWET could fall 50–75% or more if tanker rates decline rapidly.
“if you believe that the rates have peaked and coming down fast, then something like BWET is going to get absolutely smashed, like down 50%, down 75%, maybe even worse.”
Listen at 30:12
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on tanker ratesNegativeOct 6, 2026· Monetary Matters with Jack Farley
Current tanker rates are unsustainable.
“But the rates are absolutely unsustainable, Jack.”
Listen at 30:40
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on tanker ratesNegativeOct 6, 2026· Monetary Matters with Jack Farley
Tanker rates will remain at current levels for only days or weeks.
“I do not think we will see months. So somewhere between days and weeks on the rates.”
Listen at 31:01
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on 10-year-old VLCC investmentNeutralOct 6, 2026· Monetary Matters with Jack Farley
A VLCC purchase requires roughly $150,000 daily rates for two-to-three years.
“you need to get about $150,000 a day or two to three years to justify the investment.”
Listen at 31:37
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on tanker companiesNeutralOct 6, 2026· Monetary Matters with Jack Farley
Tanker companies are generally a hold at current valuations.
“The companies are more of like a hold.”
Listen at 32:46
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on middle-aged tankersNegativeOct 6, 2026· Monetary Matters with Jack Farley
Selling middle-aged tankers near $250 million is preferable to buying them.
“I'd much rather be a seller in that transaction than a buyer for sure.”
Listen at 33:58
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on Nordic American TankersNegativeOct 6, 2026· Monetary Matters with Jack Farley
Investors should avoid Nordic American Tankers.
“One that I'll throw out here that, in our opinion, is a clear avoid is Nordic American Tankers, N.A.T.”
Listen at 34:45
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on Nordic American TankersNegativeOct 6, 2026· Monetary Matters with Jack Farley
Nordic American Tankers is substantially overvalued relative to peers.
“In our opinion, that was massively overextended from its peers.”
Listen at 34:51
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on Okeanos EcoTankersPositiveOct 6, 2026· Monetary Matters with Jack Farley
Okeanos EcoTankers has the strongest management and results among covered tanker companies.
“By far, the most savvy management we've seen and the strongest results we've seen is from Okeanos EcoTankers.”
Listen at 35:34
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on Okeanos EcoTankersPositiveOct 6, 2026· Monetary Matters with Jack Farley
Bullish investors should consider Okeanos EcoTankers.
“ECO would be the one I'd recommend for folks who are bullish.”
Listen at 36:09
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on Torm PLCPositiveOct 6, 2026· Monetary Matters with Jack Farley
TORM is the preferred product-tanker company.
“our favorite company there, Jack, is Torm, PLC.”
Listen at 36:27
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on product tanker ratesPositiveOct 6, 2026· Monetary Matters with Jack Farley
Product tanker rates are likely to rise relative to crude tanker rates.
“We do think product tanker rates have some catching up to do.”
Listen at 36:44
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on product tanker ratesMixedOct 6, 2026· Monetary Matters with Jack Farley
Product tanker rates could rise even as crude tanker rates decline.
“We could even see a circumstance where crude tanker rates pull back and product tanker rates still go a little bit higher.”
Listen at 36:47
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on Hafnia purchase of TORM sharesPositiveOct 6, 2026· Monetary Matters with Jack Farley
Hafnia’s purchase of TORM shares is strategically smart.
“I think it's really smart of Hafnia to gobble up those shares on the open market.”
Listen at 37:49
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on TORM fleet and structurePositiveOct 6, 2026· Monetary Matters with Jack Farley
TORM’s fleet and corporate structure are preferred to Hafnia’s.
“We prefer the fleet and structure of TORM just a little bit more here.”
Listen at 37:54
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on TORMPositiveOct 6, 2026· Monetary Matters with Jack Farley
TORM is currently a premium tanker company.
“I would say TORM is a premium company right now.”
Listen at 38:04
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on International SeawaysPositiveOct 6, 2026· Monetary Matters with Jack Farley
International Seaways is an excellent company.
“So INSW is a fantastic company.”
Listen at 38:49
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on tanker stocksPositiveOct 6, 2026· Monetary Matters with Jack Farley
Long-term tanker investors could achieve acceptable returns over five years.
“there's a case where you could do okay in five years.”
Listen at 46:49
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on DHT HoldingsPositiveOct 6, 2026· Monetary Matters with Jack Farley
DHT Holdings could reach $30 and pay large dividends if rates stay elevated.
“if the rates stay up for another three to six months, that stock might easily go to 30 and it might pay a couple of really fat dividends.”
Listen at 47:16
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)
on tanker stocksNegativeOct 6, 2026· Monetary Matters with Jack Farley
Tanker stocks will decline when tanker rates turn down.
“when the rates turn down, even if it's still a great company with good assets, that stock's going to suffer.”
Listen at 47:23
Open the episode · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.