Whelan: Non-US container ship leasing offers huge upside with scrap-metal downside
Casey Whalen · Friends Reunion 3 – Five Allocators Riff on Investing (EP.454) · Jun 30, 2025 · at 38:34
Casey Whelan, Chief Investment Officer of the Parkview Sports Group / multi-family office, discusses niche real asset investment strategies.
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“For example, we're doing a thing on container ships. A lot of them are not coming to the US. It's within non-US ports. Your downside is scrap metal, which is actually pretty compelling. Your upside is huge. So there's a lot of niche opportunities we're finding that are really compelling in this marketplace.”
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