Supply Chain Disruptions Aren't Over With J Mintzmyer
Lead-Lag Live
00:00
Are the Supply Chain Disruption Concerns Over?
The container ship sector has been the most interesting, I think, by far over the past couple of years. That was due to an unprecedented surge in consumer demand on one front and from Europe as a result of all the lockdowns and stimulus that was getting pumped into the economy. Meanwhile, we had almost a decade of underinvestment in ships, ports, in truck infrastructure and all sorts of things. So it wasn't just the ships. It was 12 or 13 different bottlenecks across the entire supply chain. And so we're going to see growing earnings, growing free cash flows and all metrics improving on the owner side of the business for at least the next year, maybe year
Play episode from 05:00
Transcript
