The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Thursday Apr 30, 2020
Thursday Apr 30, 2020
J Mintzmyer spoke with Frontline's CEO, Robert Hvide Macleod, last week about how the tanker market is shaping up amidst a lot of commodity price moves and investor interest. Topics Covered 1:00 minute mark - What has changed in the market YTD compared to initial setups? 3:00 - Have we seen something like this in the market before? 4:30 - Preferable data source or metric for global storage balance? 6:30 - Discussion of ‘oil on water’ metric 10:30 - What is LR2 clean/dirty split? What is driving LR2 spike? 11:45 - What time charter offers are available in the markets? 15:00 - Fixtures available anywhere for FRO? Indexes accurate? 18:45 - Comments on Saudi flotilla? What happens if destinations change? 21:00 - How does cash payment flow work for spot vs. TC? 23:30 - Any concerns with CP risk? Precedent for this? 25:15 - Chance of shifting terms of spot market payment? 26:45 - Risk factor of ‘famine’ on the other side of the curve? 31:00 - IMO 2020: Spreads are down, will they come back? 36:30 - Capital allocation priorities now? Any newbuildings? Consolidation? 41:15 - Formally swearing off newbuilds? Yes! 42:30 - What is holding back the tanker stocks in these markets?
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