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With more than a decade spent analyzing the global shipping sector from top to bottom, J Mintzmyer knows what is a fairly niche investing space about as well as anyone, anywhere in the world. "It can be a really scary sector that is very volatile at first glance," he explains towards the beginning of our conversation. "You get headlines like 'Trade war with China' and 'U.S. targeting tariffs with Europe' and it seems like it can be