328. Invertir en Shipping 2024 con Climent Molins

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Climent Molins. Nos explicará cómo empezó a invertir, qué le atrajo del sector del shipping, cuál es su estilo de inversión y cómo ha evolucionado, qué es VIE y cuál es su rol dentro, cuáles son sus fondos e inversores de referencia y la lección más importante que ha aprendido durante su historia como inversor. Y repasaremos el sector shipping, antes hablar de sus errores y de las preguntas cortas finales: - Como ves el panorama de transporte de crudo a largo plazo y la incertidumbre regulatoria que se une la incertidumbre de la demanda a medio plazo. - Segmento favorito actual para invertir - Resumen sobre que ha pasado con ZIM, Boomb and bust de containers - Opinión de Navios y Scorpio - New Fortress Energy y Golar: apuestas de infraestructura

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328. Invertir en Shipping 2024 con Climent Molins

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