About this episode
In a busy week where events in Iran continue to dominate the news cycle, companies editor Mark Robinson stands in for Dan Jones to discuss the impact of the conflict on maritime activities, focusing on supply chain disruption, rerouting and cost implications, along with the challenge faced by global shipping lines such as Maersk & MSC. He is joined by Michael Fahy and Julian Hofmann.Mark is also joined by Valeria Martinez to focus on full-year figures from shipping broker Clarkson (CKN). Read more on Investors' Chronicle around this week's podcast:Clarkson order book builds despite ship slowdownShares keep falling on oil volatilityEnergy shocks force investors to rethink rate cutsTimestamps00:00 How the Iran conflct has affected markets this week03:41 A closer look at Clarkson results10:57 Shipping companies & supply chain disruption17:39 Energy prices18:23 The danger from an equities perspective19:43: What retail investors should do when a black swan event happensInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
