00:00 - Learnings So Far In 2025

07:28 - Container Markets

12:25 - Car Carrier And Ro-Ro Markets

19:23 - Gas Markets (LNG and LPG)

22:27 - Golar LNG

26:20 - LPG Ahead

28:25 - John Fredriksen Golden Ocean Exit 

33:10 - Dry Bulk Markets Ahead

40:05 - Tankers Markets And Crude Oil

46:30 - How To Value A Shipping Company 

51:44 - Best Question To Ask Shipping CEOs?

54:33 - How To Make A Career In Shipping And Finance?

01:00:44 - Most Impressive Shipping CEOs And Companies?

01:03:50 - List A Shipping Company In Oslo or New York?

01:05:50 - Favorite Books From Eirik Haavaldsen (Fiction)

Eirik Haavaldsen is Head of Research at Pareto, and one of leading experts on shipping stocks. In this episode, we analyse all shipping segments for 2025, and learn how Eirik finds value in different types of maritime companies. Let us know what you think of the episode, and please comment and share the interview with friends and network. It helps more than you can imagine!

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers.

Hosted on Acast. See acast.com/privacy for more information.

Svein Harfjeld is the CEO of DHT, a tanker company listed in New York Stock Exchange. Svein Harfjeld has more than 30 years of experience in the shipping industry. Prior to joining DHT, he was with the BW Group, where he held senior management positions including CEO of BW Offshore, Director of Bergesen and Director of World-Wide Shipping.

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers.

Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only.

Hosted on Acast. See acast.com/privacy for more information.

Helen Czerski is a British physicist, oceanographer and television presenter. Czerski is an associate professor in the department of mechanical engineering at University College London. She has also recently released her book Blue Machine, a fascinating read about the ocean and how it shapes our world, how it impacts our lives and how it helps us today.

Helen's book:

Blue Machine

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers.

Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR

Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb

Christopher Vonheim on Twitter: https://twitter.com/ChrisVonheim

Christopher Vonheim on Web: https://christophervonheim.com

Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only.

Hosted on Acast. See acast.com/privacy for more information.

Adam Draper is the man behind investments in Coinbase and Bitcoin in 2012. Adam is the founder and managing director of Boost VC. He is a serial entrepreneur, and a 4th generation venture capitalist.

For Adam, no idea is too crazy. He wants to build an ironman suit and lead the deals in the wildest SciFi Tech investments on Earth and in Space. Adam also has a great podcast called: The Boost VC Podcast: And I highly recommend that you check that one out - you won’t regret it. 

Follow Vonheim on Twitter and YouTube:

YouTube: Christopher Vonheim

Twitter: @chrisvonheim

The BYNN Letter

Join The BYNN Letter to receive first hand insights from us: eepurl.com/htJXsT

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future.



Hosted on Acast. See acast.com/privacy for more information.

Anthony "Pomp" Pompliano, Mark Yusko & Steen Jacobsen explains the concept of Bitcoin and crypto in our new section called Vonheim Summary. Hope you like it!

Join The BYNN Letter to receive first hand insights from us: eepurl.com/htJXsT

Hosted on Acast. See acast.com/privacy for more information.

Hvordan får man en nordisk startup til å lykkes på den internasjonale scenen? Og hva kjennetegner grunderskap på elitenivå? Dette og mye mer svarer grunder og investor i Sno Ventures Magne Uppman på i denne episoden. Håper du liker den.

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. Click here

Hosted on Acast. See acast.com/privacy for more information.

Hvordan får man en nordisk startup til å lykkes på den internasjonale scenen? Og hva kjennetegner grunderskap på elitenivå? Dette og mye mer svarer grunder og investor i Sno Ventures Magne Uppman på i denne episoden. Håper du liker den.

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. Click here

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Murshid M. Ali er en norsk seriegrunder med blant annet Huddlestock, Norsk Solar og Skyfri på sin CV. Han startet sitt første selskap i 2009, og har mer enn et tiår med global erfaring fra energi- og fintech-industrien.

I den her episoden prater vi om

- Hvorfor han nettopp har tatt en doktorgrad i økonomi,

- Erfaringene sine med å ta grunder-selskaper på børs.

- Hans viktigste råd til førstegangs-entreprenører

- Hva han vil fokusere på fremover.

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. Click here

Hosted on Acast. See acast.com/privacy for more information.

Robert Næss er en av Norges mest erfarne og populære fondsforvalter og aksjeekspert.

I denne episoden prater jeg med Robert om høydepunktene fra året 2021, og hva vi tror kommer til å skje til neste år. Vi er innom covid, energimix, kraftpriser, bitcoin, aksjemarkedet og mye mer.

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. Click here

Hosted on Acast. See acast.com/privacy for more information.

Robert Næss er en av Norges mest erfarne og populære fondsforvalter og aksjeekspert.

I denne episoden prater jeg med Robert om høydepunktene fra året 2021, og hva vi tror kommer til å skje til neste år. Vi er innom covid, energimix, kraftpriser, bitcoin, aksjemarkedet og mye mer.

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. Click here

Hosted on Acast. See acast.com/privacy for more information.

Geir Jordet is a Norwegian Professor who conducts cutting edge research to understand what makes an elite performance in football.

In this episode, we discuss:

- His passion for football and creating exceptional research

- What separates a great player from an average player

- His frustration over England’s penalty strategy

- How top players can deal with inevitable set-backs

- His collaboration with Arsenal Football Club

- The similarities between great football players and top managers

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. Click here

Hosted on Acast. See acast.com/privacy for more information.

Geir Jordet is a Norwegian Professor who conducts cutting edge research to understand what makes an elite performance in football.

In this episode, we discuss:

- His passion for football and creating exceptional research

- What separates a great player from an average player

- His frustration over England’s penalty strategy

- How top players can deal with inevitable set-backs

- His collaboration with Arsenal Football Club

- The similarities between great football players and top managers

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future.



Hosted on Acast. See acast.com/privacy for more information.

Engebret Dahm has more than 30 years’ experience in the shipping and finance industries, and is the CEO of Klaveness Combination Carriers (KCC). Prior to that he was the CEO of Norwegian Car Carriers AS and he worked in the period 1998-2000 for Crédit Agricole CIB in Paris. KCC has a unique fleet that consists of eight CABU combination carriers and eight CLEANBU combination carriers, with three CABU newbuilds arriving in 2026.

00:00 - Why Work In Shipping?

00:50 - Klaveness Combination Idea And Legacy

06:45 - Klaveness Fleet Concepts And Learnings

15:40 - The Difficult Times For KCC (CLEANBU Expansion)

22:30 - Markets Ahead For Dry Bulk And Product Tankers

30:50 - Leadership And Culture In Klaveness

35:10 - Talent Development And Attracting The Best People

37:50 - How To Decarbonise Shipping?

41:40 - The Future Shipping Fuel

43:20 - Wilhelmsen And Wallenius Wilhelmsen

44:15 - Startups And New Ideas In Shipping

47:05 - Quick Fire: (Leading Shipping Cities, Shipyard Nations, And Book Recommendation)

Recommended author and book:

Haruki Murakami - Killing Commendatore

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers.

Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR

Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb

Christopher Vonheim on Twitter: https://twitter.com/ChrisVonheim

Christopher Vonheim on Web: https://christophervonheim.com

Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only.

Hosted on Acast. See acast.com/privacy for more information.

Morten Astrup er grunnlegger av Storm Capital Management og en kjent investor innen obligasjoner, aksjer, eiendom om reiseliv. I denne episoden forteller Morten om hvilke investeringer han har truffet på i 2021, og hvilke planer han har for selskapene sine fremover. Da starter vi episoden!

Annonsør

Quartr er den nye måten å gjøre reserach på selskaper. Deres første oppdrag er å gi tilgang til konferansesamtaler, investorpresentasjoner, og inntjeningsrapporter så friksjonsfri som mulig - rett i lommen. Deres andre oppdrag er å skape en helt ny måte for selskaper å nå sine investorer på, og omvendt - å endre måten folk ser på Investor Relations. Deres første kjerneprodukt er nå tilgjengelig for både iOS og Android, og følg med for flere funksjoner i løpet av det kommende året. Quartr er 100% gratis. De inkluderer selskaper fra 12 markeder i dag, og planlegger å legge til flere i løpet av året.

Last ned appen her, og følg de på Twitter her.

Håper du liker episoden. Hvis du har tid og lyst setter vi stor pris på om du deler episoden med nettverket ditt.

Christopher kan nås på twitter gjennom @chrisvonheim.

Support me on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. 

Hosted on Acast. See acast.com/privacy for more information.

Morten Astrup er grunnlegger av Storm Capital Management og en kjent investor innen obligasjoner, aksjer, eiendom om reiseliv. I denne episoden forteller Morten om hvilke investeringer han har truffet på i 2021, og hvilke planer han har for selskapene sine fremover. Da starter vi episoden!

Annonsør

Quartr er den nye måten å gjøre reserach på selskaper. Deres første oppdrag er å gi tilgang til konferansesamtaler, investorpresentasjoner, og inntjeningsrapporter så friksjonsfri som mulig - rett i lommen. Deres andre oppdrag er å skape en helt ny måte for selskaper å nå sine investorer på, og omvendt - å endre måten folk ser på Investor Relations. Deres første kjerneprodukt er nå tilgjengelig for både iOS og Android, og følg med for flere funksjoner i løpet av det kommende året. Quartr er 100% gratis. De inkluderer selskaper fra 12 markeder i dag, og planlegger å legge til flere i løpet av året.

Last ned appen her, og følg de på Twitter her.

Håper du liker episoden. Hvis du har tid og lyst setter vi stor pris på om du deler episoden med nettverket ditt.

Christopher kan nås på twitter gjennom @chrisvonheim.

Support me on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. 

Hosted on Acast. See acast.com/privacy for more information.

Vaishali Lara Kathuria is a New York-based equity analyst investing in emerging markets. She started her finance career at Norges Bank Investment Management and likes to consider herself the Dru Joyce of asset management. She is born and raised in Bergen, Norway to Indian parents and has lived in Norway, India, Mexico, Argentina and Italy.

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future.



Hosted on Acast. See acast.com/privacy for more information.

Vaishali Lara Kathuria is a New York-based equity analyst investing in emerging markets. She started her finance career at Norges Bank Investment Management and likes to consider herself the Dru Joyce of asset management. She is born and raised in Bergen, Norway to Indian parents and has lived in Norway, India, Mexico, Argentina and Italy.

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future.



Hosted on Acast. See acast.com/privacy for more information.

Øystein Kalleklev from Flex LNG is joining BYNN for a special X-mas pod/videocast about the LNG market, their stock performance, energy topics and much more. This conversation is available on YouTube.

Hosted on Acast. See acast.com/privacy for more information.

Øystein Kalleklev from Flex LNG is joining BYNN for a special X-mas pod/videocast about the LNG market and Flex LNG. Also available on YouTube with slides.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future.

Hosted on Acast. See acast.com/privacy for more information.

Hvordan kan Norge lykkes med oppdrett på nye arter, andre enn laks og ørret? Det er et enormt potensial for økt oppdrett i våre fjorder, og i den her episoden skal vi lære mer om mulighetene. Spesielt skal vi høre om fremgangen på kveiteoppdrett, og høre hva andre arter som torsk, sjøpølse, kamskjell, tang og stør kan lære fra erfaringene på kveite.

Partnere

Den her episoden er gjort mulig ved hjelp av Quartr og Nordic Halibut. Sjekk ut begge selskapene for å lære mer om relevant investor-informasjon, og kveiteoppdrett i Norge.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us by making a

Hosted on Acast. See acast.com/privacy for more information.

Magnus Halvorsen started 2020 Bulkers to create value for customers and investors through safe and reliable operations of a top modern fleet bought at the right price, at the right time.

In this episode we cover

- The initial idea behind the company, and its unique features

- Magnus’ view on the dry bulk market today, and the predictions ahead

- His views on China, Brazil and the US.

- Why he has invested in E-sport and the biggest lessons learned so far.

- The future of shipping when it comes to regulation, technology and growth.

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future.

Hosted on Acast. See acast.com/privacy for more information.

Magnus Halvorsen started 2020 Bulkers to create value for customers and investors through safe and reliable operations of a top modern fleet bought at the right price, at the right time.

In this episode we cover

- The initial idea behind the company, and its unique features

- Magnus’ view on the dry bulk market today, and the predictions ahead

- His views on China, Brazil and the US.

- Why he has invested in E-sport and the biggest lessons learned so far.

- The future of shipping when it comes to regulation, technology and growth.

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future.

Hosted on Acast. See acast.com/privacy for more information.

Steen Jakobsen joined #Saxo Bank in 2000 and serves as Chief Investment Officer. As #CIO he focuses on delivering asset allocation strategies and analysis of the macroeconomic and political landscape. Prior to joining Saxo Bank, he worked with Swiss Bank Corp, Citibank, Chase Manhattan, UBS and served as Global Head of Trading, FX and Options at Christiania (now Nordea).

In this episode we discuss the outrageous predictions Saxo has made for 2022, and we touch upon previous calls as well. We talk about: Inflation, energy prices, investment strategies, cryptocurrencies, the art of conversation, career advice and so much more.

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future.

Hosted on Acast. See acast.com/privacy for more information.

It was fantastic to visit Magnus Halvorsen to record our third podcast episode. The topics are under:

00:00 - The Latest From 2020 Bulkers

03:03 - The History And Lessons From 2020 Bulkers

10:55 - Discipline In Shipping, Fleet Decisions And China

17:45 - Tankers And Oil Versus Capsize And Dry Bulk

21:20 - Dry Bulk Market 2024 (China, Brazil, Australia)

27:10 - Commodities Trends (Different Mining Strategies)

30:10 - Shipping Fuels For The Future

33:00 - Investing Ideas, AI, And The Global Economy

35:05 - 2020 Bulkers Lessons, And Career Advice

Magnus Halvorsen is the co-founder of 2020 Bulkers and served as the CEO of ‘2020 Bulkers Management AS’ from January 2019 until February 2022. Today he is the Chairman of the company. Prior to establishing 2020 Bulkers, Mr. Halvorsen had a 15 year long career in finance. He worked for Pareto Securities during 2003 – 2009 where he was a Partner and responsible for Pareto’s US operations, including serving as a Chairman for their US JV, Nordic Partners. He was also a Partner and Head of Capital markets for Clarksons Platou Securities (formerly Platou Markets).

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers.

Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR

Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb

Christopher Vonheim on Twitter: https://twitter.com/ChrisVonheim

Christopher Vonheim on Web: https://christophervonheim.com

Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only.

Hosted on Acast. See acast.com/privacy for more information.

Steen Jakobsen joined #Saxo Bank in 2000 and serves as Chief Investment Officer. As #CIO he focuses on delivering asset allocation strategies and analysis of the macroeconomic and political landscape. Prior to joining Saxo Bank, he worked with Swiss Bank Corp, Citibank, Chase Manhattan, UBS and served as Global Head of Trading, FX and Options at Christiania (now Nordea).

In this episode we discuss the outrageous predictions Saxo has made for 2022, and we touch upon previous calls as well. We talk about: Inflation, energy prices, investment strategies, cryptocurrencies, the art of conversation, career advice and so much more.

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future.

Hosted on Acast. See acast.com/privacy for more information.

Jon Kåre Stene er medgrunder av Oda og Skyfall Ventures. Ved hjelp av sin gjennomføringsevne og talent har Jon Kåre bidratt til at Norge har produsert en av sine første enhjørninger, og han har hjulpet utallige startups gjennom sine investeringer fra Skyfall Ventures.

I denne episode forteller Jon Kåre om

- Starten sin i Schibsted-systemet og hvorfor dette var perfekt trening før han var med å grunde Kolonial.

- Hvorfor Kolonial / ODA har lykkes, alle lærdommene andre grundere kan trekke fra deres reise

- Motivasjonen bak å etablere Skyfall Ventures, og hvordan de har bygget en unik portefølje med Espen Malmo i spissen

- Hvorfor han er blitt fascinert av krypto og potensialet med Web3

Annonsør

Quartr er den nye måten å gjøre reserach på selskaper. Deres første oppdrag er å gi tilgang til konferansesamtaler, investorpresentasjoner, og inntjeningsrapporter så friksjonsfri som mulig - rett i lommen. Deres andre oppdrag er å skape en helt ny måte for selskaper å nå sine investorer på, og omvendt - å endre måten folk ser på Investor Relations. Deres første kjerneprodukt er nå tilgjengelig for både iOS og Android, og følg med for flere funksjoner i løpet av det kommende året. Quartr er 100% gratis. De inkluderer selskaper fra 12 markeder i dag, og planlegger å legge til flere i løpet av året.

Last ned appen her, og følg de på Twitter her.

Håper du liker episoden. Hvis du har tid og lyst setter vi stor pris på om du deler episoden med nettverket ditt.

Christopher kan nås på twitter gjennom @chrisvonheim.

Support me on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. 

Hosted on Acast. See acast.com/privacy for more information.

Jon Kåre Stene er medgrunder av Oda og Skyfall Ventures. Ved hjelp av sin gjennomføringsevne og talent har Jon Kåre bidratt til at Norge har produsert en av sine første enhjørninger, og han har hjulpet utallige startups gjennom sine investeringer fra Skyfall Ventures.

I denne episode forteller Jon Kåre om

- Starten sin i Schibsted-systemet og hvorfor dette var perfekt trening før han var med å grunde Kolonial.

- Hvorfor Kolonial / ODA har lykkes, alle lærdommene andre grundere kan trekke fra deres reise

- Motivasjonen bak å etablere Skyfall Ventures, og hvordan de har bygget en unik portefølje med Espen Malmo i spissen

- Hvorfor han er blitt fascinert av krypto og potensialet med Web3

Annonsør

Quartr er den nye måten å gjøre reserach på selskaper. Deres første oppdrag er å gi tilgang til konferansesamtaler, investorpresentasjoner, og inntjeningsrapporter så friksjonsfri som mulig - rett i lommen. Deres andre oppdrag er å skape en helt ny måte for selskaper å nå sine investorer på, og omvendt - å endre måten folk ser på Investor Relations. Deres første kjerneprodukt er nå tilgjengelig for både iOS og Android, og følg med for flere funksjoner i løpet av det kommende året. Quartr er 100% gratis. De inkluderer selskaper fra 12 markeder i dag, og planlegger å legge til flere i løpet av året.

Last ned appen her, og følg de på Twitter her.

Håper du liker episoden. Hvis du har tid og lyst setter vi stor pris på om du deler episoden med nettverket ditt.

Christopher kan nås på twitter gjennom @chrisvonheim.

Support me on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. 

Hosted on Acast. See acast.com/privacy for more information.

Petter Hedborg is a Swedish entrepreneur and investor with remarkable results achieved at a very young age. Petter is also the chairman of the Swedish sport fishing company Söder Sportfiske.

In this episode Petter explains:

- Why his passion for finance and sport fishing has great synergies.

- What makes his investment philosophy unique and able to produce so high returns.

- How he wants to scale Modular Finance to become the best investor tool in the Nordics.

- And many more lessons on building companies, and finding your edge as an investor.

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future.

Hosted on Acast. See acast.com/privacy for more information.

Petter Hedborg is a Swedish entrepreneur and investor with remarkable results achieved at a very young age. Petter is also the chairman of the Swedish sport fishing company Söder Sportfiske.

In this episode Petter explains:

- Why his passion for finance and sport fishing has great synergies.

- What makes his investment philosophy unique and able to produce so high returns.

- How he wants to scale Modular Finance to become the best investor tool in the Nordics.

- And many more lessons on building companies, and finding your edge as an investor.

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future.

Hosted on Acast. See acast.com/privacy for more information.

Johan Lind started Vertiseit with the vision of shaping the future of retail. Their job is to support and challenge their clients in their in-store transformation. And bridging the digital experience with the physical in a seamless customer journey.

In this episode Johan explains:

- Why he decided with his co-founders to start Vertiseit and the impact of the financial crisis in 2008.

- How they have managed to stay profitable all the way, and grow every quarter.

- Their business model and evolution behind it.

- His best advice on scaling a company abroad.

- The future of retail and its impact on global brands and businesses.

Johan’s favorite books are:

1. Good to great - Jim Collins

2. Start with why - Simon Sinek

3. Min hemmelighet - Petter Stordalen

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future.

Hosted on Acast. See acast.com/privacy for more information.

Johan Lind started Vertiseit with the vision of shaping the future of retail. Their job is to support and challenge their clients in their in-store transformation. And bridging the digital experience with the physical in a seamless customer journey.

In this episode Johan explains:

- Why he decided with his co-founders to start Vertiseit and the impact of the financial crisis in 2008.

- How they have managed to stay profitable all the way, and grow every quarter.

- Their business model and evolution behind it.

- His best advice on scaling a company abroad.

- The future of retail and its impact on global brands and businesses.

Johan’s favorite books are:

1. Good to great - Jim Collins

2. Start with why - Simon Sinek

3. Min hemmelighet - Petter Stordalen

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future.

Hosted on Acast. See acast.com/privacy for more information.

Fritz Aanes er trener på det norske bryte-landslaget, og har skapt stort engasjement for sin lederstil gjennom TV-serien Hodet I Klemme. I denne episode forteller Fritz om sin egen bryte-karriere, hvordan han gjennom rene tilfeldigheter ble brytetrener, og hvordan han mener Norge kan bli enda flinkere til å utvikle talenter og lykkes internasjonalt.

Annonsør

Quartr er den nye måten å gjøre reserach på selskaper. Deres første oppdrag er å gi tilgang til konferansesamtaler, investorpresentasjoner, og inntjeningsrapporter så friksjonsfri som mulig - rett i lommen. Deres andre oppdrag er å skape en helt ny måte for selskaper å nå sine investorer på, og omvendt - å endre måten folk ser på Investor Relations. Deres første kjerneprodukt er nå tilgjengelig for både iOS og Android, og følg med for flere funksjoner i løpet av det kommende året. Quartr er 100% gratis. De inkluderer selskaper fra 12 markeder i dag, og planlegger å legge til flere i løpet av året.

Last ned appen her, og følg de på Twitter her.

Håper du liker episoden. Hvis du har tid og lyst setter vi stor pris på om du deler episoden med nettverket ditt.

Christopher kan nås på twitter gjennom @chrisvonheim.

Support me on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. 

Hosted on Acast. See acast.com/privacy for more information.

Fritz Aanes er trener på det norske bryte-landslaget, og har skapt stort engasjement for sin lederstil gjennom TV-serien Hodet I Klemme. I denne episode forteller Fritz om sin egen bryte-karriere, hvordan han gjennom rene tilfeldigheter ble brytetrener, og hvordan han mener Norge kan bli enda flinkere til å utvikle talenter og lykkes internasjonalt.

Annonsør

Quartr er den nye måten å gjøre reserach på selskaper. Deres første oppdrag er å gi tilgang til konferansesamtaler, investorpresentasjoner, og inntjeningsrapporter så friksjonsfri som mulig - rett i lommen. Deres andre oppdrag er å skape en helt ny måte for selskaper å nå sine investorer på, og omvendt - å endre måten folk ser på Investor Relations. Deres første kjerneprodukt er nå tilgjengelig for både iOS og Android, og følg med for flere funksjoner i løpet av det kommende året. Quartr er 100% gratis. De inkluderer selskaper fra 12 markeder i dag, og planlegger å legge til flere i løpet av året.

Last ned appen her, og følg de på Twitter her.

Håper du liker episoden. Hvis du har tid og lyst setter vi stor pris på om du deler episoden med nettverket ditt.

Christopher kan nås på twitter gjennom @chrisvonheim.

Support me on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. 

Hosted on Acast. See acast.com/privacy for more information.

Hugo De Stoop started his career with the industrial group Mustad International, before joining Euronav in 2004. Euronav is one of the biggest crude oil tanker companies in the world and Hugo has been the CEO since 2019.

In this episode Hugo explains:

- How luck and a random flight landed him the perfect job after his education.

- Why he never thought he would end up in the oil and shipping industry.

- How he wants to help change the shipping industry to become more sustainable.

- The future of the global energy mix, and why we need oil for a long time.

- And his best advice for people who want to have an impactful career. 

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se

Support me on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. 

Let’s start the episode.  

Hosted on Acast. See acast.com/privacy for more information.

Lars Barstad is the CEO of Frontline, one of the world leaders in the international seaborne transportation of crude oil. This is the second time Lars Barstad appears on Vonheim, and the first time was a fan-favorite episode.

00:00 - Geo Politics

05:47 - Frontline View On The Market

10:25 - The Euronav-deal

14:45 - The Frontline Machine

19:30 - Tanker Market: Where Are We In The Supercycle?

27:15 - What Are The Most Exciting Market Trends Ahead?

32:25 - The Shadow Fleet (Why, How And What Now?)

38:10 - Big Shifts In Power Balance?

43:40 - The Frontline Strategy Ahead And Stock Price

50:31 - Most Interesting Crude Markets Ahead

54:15 - Most Impressive Shipping Companies Besides Frontline?

55:50 - How To Succeed In Shipping?

59:55 - Green Technology And Fuel In Shipping

1:02:40 - Book Recommendation

Topics we cover: Euronav-Deal, Tanker Markets Ahead, Middle East, Shadow Fleet, Stock Valuations, Other Impressive Shipping Companies, New Technology And Much More. We hope you like this episode, and share it on social media and to your friends and network.

Follow Lars Barstad on X.

Lars Barstad

Partnership, recruitment & Ad enquiries?

For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com

Follow Vonheim on X and YouTube:

YouTube: Christopher Vonheim

X / Twitter: @chrisvonheim

Disclaimer

All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only.

Hosted on Acast. See acast.com/privacy for more information.

Hugo De Stoop started his career with the industrial group Mustad International, before joining Euronav in 2004. Euronav is one of the biggest crude oil tanker companies in the world and Hugo has been the CEO since 2019.

In this episode Hugo explains:

- How luck and a random flight landed him the perfect job after his education.

- Why he never thought he would end up in the oil and shipping industry.

- How he wants to help change the shipping industry to become more sustainable.

- The future of the global energy mix, and why we need oil for a long time.

- And his best advice for people who want to have an impactful career.  

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se

Support me on Patreon

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. 

Let’s start the episode.  

Hosted on Acast. See acast.com/privacy for more information.

Thomas Nielsen er forvalter i First Veritas og First Nordic Real Estate. Thomas var tidligere porteføljeforvalter og analytiker i ODIN Forvaltning og aksjeanalytiker i blant annet Carnegie, Fondsfinans, og Pareto.

I denne episoden forteller Thomas blant annet om:

- Utviklingen i First Veritas-fondene, og hvordan avkastningen har påvirket han.

- Hvor mange års historikk han må ha for å investere.

- Hvorfor han har valgt å ha stor åpenhet rundt fondene sine og tett kontakt med alle som er interessert.

- Hvordan man kan takle motgang som investor.

- Hva han tror vil påvirke avkastningen fremover.

Annonsør

Quartr er den nye måten å gjøre reserach på selskaper. Deres første oppdrag er å gi tilgang til konferansesamtaler, investorpresentasjoner, og inntjeningsrapporter så friksjonsfri som mulig - rett i lommen. Deres andre oppdrag er å skape en helt ny måte for selskaper å nå sine investorer på, og omvendt - å endre måten folk ser på Investor Relations. Deres første kjerneprodukt er nå tilgjengelig for både iOS og Android, og følg med for flere funksjoner i løpet av det kommende året. Quartr er 100% gratis. De inkluderer selskaper fra 12 markeder i dag, og planlegger å legge til flere i løpet av året.

Last ned appen her, og følg de på Twitter her.

Håper du liker episoden. Hvis du har tid og lyst setter vi stor pris på om du deler episoden med nettverket ditt.

Christopher kan nås på twitter gjennom @chrisvonheim.

Hosted on Acast. See acast.com/privacy for more information.

Thomas Nielsen er forvalter i First Veritas og First Nordic Real Estate. Thomas var tidligere porteføljeforvalter og analytiker i ODIN Forvaltning og aksjeanalytiker i blant annet Carnegie, Fondsfinans, og Pareto.

I denne episoden forteller Thomas blant annet om:

- Utviklingen i First Veritas-fondene, og hvordan avkastningen har påvirket han.

- Hvor mange års historikk han må ha for å investere.

- Hvorfor han har valgt å ha stor åpenhet rundt fondene sine og tett kontakt med alle som er interessert.

- Hvordan man kan takle motgang som investor.

- Hva han tror vil påvirke avkastningen fremover.

Annonsør

Quartr er den nye måten å gjøre reserach på selskaper. Deres første oppdrag er å gi tilgang til konferansesamtaler, investorpresentasjoner, og inntjeningsrapporter så friksjonsfri som mulig - rett i lommen. Deres andre oppdrag er å skape en helt ny måte for selskaper å nå sine investorer på, og omvendt - å endre måten folk ser på Investor Relations. Deres første kjerneprodukt er nå tilgjengelig for både iOS og Android, og følg med for flere funksjoner i løpet av det kommende året. Quartr er 100% gratis. De inkluderer selskaper fra 12 markeder i dag, og planlegger å legge til flere i løpet av året.

Last ned appen her, og følg de på Twitter her.

Håper du liker episoden. Hvis du har tid og lyst setter vi stor pris på om du deler episoden med nettverket ditt.

Christopher kan nås på twitter gjennom @chrisvonheim.

Hosted on Acast. See acast.com/privacy for more information.

Per G. Braathen er eier av industriselskapet Braganza. Han driver flyselskapet BRA i Sverige, og er involvert som eier og styreformann i en rekke selskaper innen reiseliv, underholdning, teknologi og finans. Han er styreleder i Scandic Hotels.

I den her episoden forteller Per blant annet om:

- Hvordan tilfeldigheter førte han inn i reiseliv og transportbransjen.

- Hvorfor koronapandemien var den perfekt stormen mot alle hans selskaper, og hvordan han klarte å unngå konkurs.

- Fremtidsplanene for flyselskapet BRA og satsingen mot å bli utslippsfri.

- Hva han synes om broren Erik Braathen sin satsning med Flyr, og den norske konkurransen innen luftfart.

- Hvordan han tenker rundt neste generasjonsskifte.

- Og råd til de som ønsker å skape seg selv et spennende og meningsfullt liv. 

Annonsør

Quartr er den nye måten å gjøre reserach på selskaper. Deres første oppdrag er å gi tilgang til konferansesamtaler, investorpresentasjoner, og inntjeningsrapporter så friksjonsfri som mulig - rett i lommen. Deres andre oppdrag er å skape en helt ny måte for selskaper å nå sine investorer på, og omvendt - å endre måten folk ser på Investor Relations. Deres første kjerneprodukt er nå tilgjengelig for både iOS og Android, og følg med for flere funksjoner i løpet av det kommende året. Quartr er 100% gratis. De inkluderer selskaper fra 12 markeder i dag, og planlegger å legge til flere i løpet av året.

Last ned appen her, og følg de på Twitter her.

Håper du liker episoden. Hvis du har tid og lyst setter vi stor pris på om du deler episoden med nettverket ditt.

Christopher kan nås på twitter gjennom @chrisvonheim.

Hosted on Acast. See acast.com/privacy for more information.

Per G. Braathen er eier av industriselskapet Braganza. Han driver flyvirksomhet i Sverige, og er involvert som eier og styreformann i en rekke selskaper innen reiseliv, underholdning, teknologi og finans. 

I den her episoden forteller Per blant annet om:

- Hvordan tilfeldigheter førte han inn i reiseliv og transportbransjen.

- Hvorfor koronapandemien var den perfekt stormen mot alle hans selskaper, og hvordan han klarte å unngå konkurs.

- Fremtidsplanene for flyselskapet BRA og satsingen mot å bli utslippsfri.

- Hva han synes om broren sin satsning med Flyr, og den norske konkurransen innen luftfart.

- Hvordan han tenker rundt neste generasjonsskifte.

- Og råd til de som ønsker å skape seg selv et spennende og meningsfullt liv. 

Annonsør

Quartr er den nye måten å gjøre reserach på selskaper. Deres første oppdrag er å gi tilgang til konferansesamtaler, investorpresentasjoner, og inntjeningsrapporter så friksjonsfri som mulig - rett i lommen. Deres andre oppdrag er å skape en helt ny måte for selskaper å nå sine investorer på, og omvendt - å endre måten folk ser på Investor Relations. Deres første kjerneprodukt er nå tilgjengelig for både iOS og Android, og følg med for flere funksjoner i løpet av det kommende året. Quartr er 100% gratis. De inkluderer selskaper fra 12 markeder i dag, og planlegger å legge til flere i løpet av året.

Last ned appen her, og følg de på Twitter her.

Håper du liker episoden. Hvis du har tid og lyst setter vi stor pris på om du deler episoden med nettverket ditt.

Christopher kan nås på twitter gjennom @chrisvonheim.

Hosted on Acast. See acast.com/privacy for more information.

Robin Wigglesworth is the Financial Times’ global finance correspondent, and author of Trillions, the newly released book on the past, present and future of passive investing.

In this episode we discuss

- How Robin ended up in FT, after several lucky breaks and serendipity. 

- Why he decided to write a book about the rise of index funds.

- The few investors Robin believes can beat the index game.

- His best advice for people trying to learn about the financial markets

- And how he sees the future of index and ETF’s

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se

Support us

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. 

Let’s start the episode.  

Hosted on Acast. See acast.com/privacy for more information.

Robin Wigglesworth is the FT’s global finance correspondent, based in Oslo, Norway. He focuses on the biggest trends reshaping markets, investing and finance more broadly across the world, with a particular focus on technological disruption and quantitative investing, and writing longer-form features, analyses, profiles and columns.

Robin's new book Trillions: https://www.robinwigglesworth.com

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se

Support us

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. 

Let’s start the episode.  

Hosted on Acast. See acast.com/privacy for more information.

Aino Olaisen er oppdretter og styreleder i Nova Sea. En av Nord-Norges største oppdrett-selskap med base på Lovund. Aino har et stort engasjement for mulighetene vi har i havet, og er en sentral bidragsyter når det kommer til samfunnsutvikling i Nord-Norge.

I den her episoden forteller Aino blant annet om

- Historien til Nova Sea, og pionerånden til hennes far Steinar Olaisen

- Hvordan det var å ta over ledelsen etter den bråe bortgangen til faren.

- Hvorfor hun har startet egen podkast (Hekta på havbruk), og ønsker å bedre kunnskapen og omdømmet til havbruksnæringen

- Og hvorfor hun både har blitt investor og medhjelper i start-ups, og samtidig satt igang arbeidet med et stort nytt nordnorsk fond.

Annonsør

Quartr er den nye måten å gjøre reserach på selskaper. Deres første oppdrag er å gi tilgang til konferansesamtaler, investorpresentasjoner, og inntjeningsrapporter så friksjonsfri som mulig - rett i lommen. Deres andre oppdrag er å skape en helt ny måte for selskaper å nå sine investorer på, og omvendt - å endre måten folk ser på Investor Relations. Deres første kjerneprodukt er nå tilgjengelig for både iOS og Android, og følg med for flere funksjoner i løpet av det kommende året. Quartr er 100% gratis. De inkluderer selskaper fra 12 markeder i dag, og planlegger å legge til flere i løpet av året.

Last ned appen her, og følg de på Twitter her.

Håper du liker episoden. Hvis du har tid og lyst setter vi stor pris på om du deler episoden med nettverket ditt.

Christopher kan nås på twitter gjennom @chrisvonheim.

Hosted on Acast. See acast.com/privacy for more information.

Aino Olaisen er oppdretter og styreleder i Nova Sea. En av Nord-Norges største oppdrett-selskap med base på Lovund. Aino har et stort engasjement for mulighetene vi har i havet, og er en sentral bidragsyter når det kommer til samfunnsutvikling i Nord-Norge.

I den her episoden forteller Aino blant annet om

- Historien til Nova Sea, og pionerånden til hennes far Steinar Olaisen

- Hvordan det var å ta over ledelsen etter den bråe bortgangen til faren.

- Hvorfor hun har startet egen podkast (Hekta på havbruk), og ønsker å bedre kunnskapen og omdømmet til havbruksnæringen

- Og hvorfor hun både har blitt investor og medhjelper i start-ups, og samtidig satt igang arbeidet med et stort nytt nordnorsk fond.

Annonsør

Quartr er den nye måten å gjøre reserach på selskaper. Deres første oppdrag er å gi tilgang til konferansesamtaler, investorpresentasjoner, og inntjeningsrapporter så friksjonsfri som mulig - rett i lommen. Deres andre oppdrag er å skape en helt ny måte for selskaper å nå sine investorer på, og omvendt - å endre måten folk ser på Investor Relations. Deres første kjerneprodukt er nå tilgjengelig for både iOS og Android, og følg med for flere funksjoner i løpet av det kommende året. Quartr er 100% gratis. De inkluderer selskaper fra 12 markeder i dag, og planlegger å legge til flere i løpet av året.

Last ned appen her, og følg de på Twitter her.

Håper du liker episoden. Hvis du har tid og lyst setter vi stor pris på om du deler episoden med nettverket ditt.

Christopher kan nås på twitter gjennom @chrisvonheim.

Hosted on Acast. See acast.com/privacy for more information.

Øystein Hem is the CFO and Interim CEO of the technology and video-conferencing platform Pexip. Øystein started his career in McKinsey, before joining Telenor, and after some years decided to join the exciting journey of Pexip. 

In this episode we discuss

- How Øystein is trying to grow Pexip to become the best video tool in the world.

- His best advice for people wanting to scale software internationally

- How he sees the strategy of Pexip evolving.

- And we also do a bunch of good twitter questions. 

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. 

Let’s start the episode.  

Hosted on Acast. See acast.com/privacy for more information.

Morten Astrup is one of the most active investors in energy and shipping markets in the Nordics, and is currently the new chairman of Hunter Group. Morten Astrup founded Storm Capital Management in 2006 and has experience from a wide range of sectors and strategies. He is the executive Chairman of Storm Bond Fund and has been one of the largest investors in the fund since inception.

00:00 - Hunter Group

06:00 - Tanker Markets Ahead

11:30 - Oil Service Opportunities

15:30 - DOF And How To Find Great Companies

17:55 - Offshore Wind And Nuclear Energy

21:00 - Gram Car Carriers And The RoRo Market Ahead

24:35 - Inflation, War Economy And Interest Rates

27:30 - US Election And Recession Fear

29:00 - The Five Risks In High Yield Investing

35:30 - Quick Fire (India, Saudi, Stocks, Bitcoin, Travel Destinations)

This is the third time Morten joins the Vonheim podcast, the two previous ones have been recorded in Norwegian. Let us know what you think about the episode, and share it with your network.

You can follow Morten Astrup on LinkedIn.

LinkedIn Profile

Partnership, recruitment & Ad enquiries?

For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com

Follow Vonheim on X and YouTube:

YouTube: Christopher Vonheim

X / Twitter: @chrisvonheim

Disclaimer

All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only.

Hosted on Acast. See acast.com/privacy for more information.

Øystein Hem is the CFO and Interim CEO of the technology and video-conferencing platform Pexip. Øystein started his career in McKinsey, before joining Telenor, and after some years decided to join the exciting journey of Pexip. 

In this episode we discuss

- How Øystein is trying to grow Pexip to become the best video tool in the world.

- His best advice for people wanting to scale software internationally

- How he sees the strategy of Pexip evolving.

- And we also do a bunch of good twitter questions. 

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. 

Let’s start the episode.  

Hosted on Acast. See acast.com/privacy for more information.

Alex Svanevik er en norsk gründer og CEO i krypto-plattformen Nansen. Han begynte sin karriere innen AI og datavitenskap, og jobbet for flere selskaper og bransjer før han dykket ned i krypto-verdenen. 

I denne episoden diskuterer vi:

- Hvorfor Alex ble i interessert i Ethereum og ikke Bitcoin. 

- Hvordan han ønsker å bygge det viktigste blockchain-verktøyet innen krypto.

- Den norske bølgen av gode krypto-selskaper som Dune, Fire og Axie Infinty.

- Hvorfor man burde vurdere en karriere innen krypto. 

- Og hvorfor Alex er så begeistret over digital kunst, kalt NFTer.

Annonsør

Quartr er den nye måten å gjøre reserach på selskaper. Deres første oppdrag er å gi tilgang til konferansesamtaler, investorpresentasjoner, og inntjeningsrapporter så friksjonsfri som mulig - rett i lommen. Deres andre oppdrag er å skape en helt ny måte for selskaper å nå sine investorer på, og omvendt - å endre måten folk ser på Investor Relations. Deres første kjerneprodukt er nå tilgjengelig for både iOS og Android, og følg med for flere funksjoner i løpet av det kommende året. Quartr er 100% gratis. De inkluderer selskaper fra 12 markeder i dag, og planlegger å legge til flere i løpet av året.

Last ned appen her, og følg de på Twitter her.

Håper du liker episoden. Hvis du har tid og lyst setter vi stor pris på om du deler episoden med nettverket ditt.

Christopher kan nås på twitter gjennom @chrisvonheim.

Hosted on Acast. See acast.com/privacy for more information.

Alex Svanevik is a Norwegian entrepreneur and co-founder of the crypto platform Nansen. He began his career in AI and data science, working for several companies before diving into the crypto rabbit-hole.

In this episode we discuss

- What made Alex more interested in Ethereum versus Bitcoin.

- How he wants to build the most important blockchain and research tool in crypto. 

- Securing funding from Andreessen Horowitz.

- And what Alex believes are the biggest opportunities going forward in the crypto industry. 

Sponsor

Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way for companies to reach their investors, and vice versa - to change the way people look at Investor Relations. Our initial core product is now available for both iOS and Android, and stay tuned for additional features during the coming year. Quartr is 100% free, include companies from 12 markets today, and plan to add more during the year. Download the app here: https://quartr.se and follow them on twitter here.

Support us

Over the last years we have tried to give our community the best possible content on business, investing and entrepreneurship. If you have enjoyed this free content over time and find it valuable, it would be amazing if you want to support us in making more in the future. 

Hosted on Acast. See acast.com/privacy for more information.