Explore every episode of the podcast Vonheim

Jørgen Lian is a shipping equity analyst at DNB and one of the most respected voices in the sector. We cover geopolitics and the situation in Hormuz, the Panama Canal, and the key issues facing each shipping segment, and where Jørgen sees the most interesting investment ideas right now.

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy the episodes, 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. Leave a positive comment if you want to support the show!

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.

00:00 - Intro - Investment Lessons From 2026

03:00 - How Stolt Invests In Equities

06:15 - Omaha Trips And Warren Buffett

12:45 - When To Sell A Stock?

15:55 - How To Invest In AI Revolution?

19:30 - Impressive Nordic Energy Companies

27:30 - Shipping Lessons In AI

31:40 - South Korea Stock Mania

36:10 - Poor Investments In 2026?

38:30 - How To Succeed As A Fund Manager?

47:30 - Book and Podcast Recommendation

Bernt Berg Nielsen manages the Stolt Explorer fund, one of Norway's most conviction-driven, and flexible equity funds. In this episode, we sit down to talk about how to invest in 2026, the AI economy, why Korea's 200% rally could end badly, and the quiet industrial compounders nobody is talking about. Tune in for timeless investment principles, honest market views, and a few summer reading tips! Hope you enjoy it, and leave feedback in the comments!

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.

Kjetil Houg is the CEO of Folketrygdfondet, the largest institutional investor on the Oslo Stock Exchange, investing across all Nordic markets. Kjetil brings decades of diverse experience in the finance industry. Before taking the helm at Folketrygdfondet, he served as Chief Investment Officer at Oslo Pensjonsforsikring, and previously worked at Folketrygdfondet itself as Chief Economist and Manager back in 2006. Earlier in his career he was a Political Advisor at the Norwegian Parliament. It was great to sit down with Kjetil and learn about his journey and how you succeed as an investor in Norway, Sweden, Denmark, Finland and Iceland.

Please share, comment and like the episode! It helps a lot.

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations! Connect on YouTube and LinkedIn for more episodes and updates.

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

Svein Harald Øygard er en forretningsmann med en imponerende karriere i skjæringspunktet mellom offentlig sektor og privat næringsliv. Han var statssekretær i Finansdepartementet på 90-tallet, fikk rollen som midlertidig sentralbanksjef på Island etter finanskrisen, og tilbrakte over 20 år som direktør og partner i McKinsey, hvor han var utstasjonert i Brasil. I senere tid har Svein Harald bygget energiselskaper i Brasil og Venezuela, vært styreleder i Norwegian og DOF, og nå jobber han med å ta gullgruve selskapet Gold Road fra Arizona på børs.

Sjekk ut følgene linker:

Gold Road Video - https://www.youtube.com/watch?v=HG0v4jZphB8

Svein Harald Øygard sin bok etter Island - https://www.amazon.com/Combat-Zone-Finance-Svein-Oyhard/dp/1912555654

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations! Connect on YouTube and LinkedIn for more episodes and updates.

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

00:00 - Intro (Hormuz, Energy Risks)

08:40 - Gold Mining Adventure

11:45 - Mining History In US

14:30 - Gold Road Inc.

16:51 - Why Should People Invest In Gold?

20:00 - Upcoming IPO in Norway?

25:29 - The Energy Venture In Brazil

32:28 - From Energy To Fin-Tech In Brazil

35:00 - The Incredible Oil Field In Venezuela!

40:40 - Energy Future In Venezuela, Brasil and Guyana

42:40 - US VS China And Global Statistics

48:47 - Being Interim Central Bank Governor In Iceland

Svein Harald Øygard has lived several careers in one lifetime. He helped steer Norway through the banking crisis of 1992 as State Secretary in the Ministry of Finance, spent 21 years as a senior partner at McKinsey, and in 2009 was called in as interim Central Bank Governor of Iceland when the country's economy collapsed. He later co-founded the oil company DBO in Brazil, which later merged into Maha Capital. In Norway, he has chaired Norwegian Air Shuttle and DOF Group through major restructurings. And today he is working on taking the US gold mining company Gold Road on the Oslo Stock Exchange! Tune in, and leave a comment if you like the episode.

Links discussed in the episode:

Gold Road Video - https://www.youtube.com/watch?v=HG0v4jZphB8

In The Combat Zone of Finance - https://www.amazon.com/Combat-Zone-Finance-Svein-Oyhard/dp/1912555654

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations! Connect on YouTube and LinkedIn for more episodes and updates.

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

In this Vonheim interview, Anthony Whitworth shares powerful insights from five decades in the maritime industry. We dive into the untold stories, hard-earned lessons, and the realities of working in one of the most demanding and dynamic sectors in the world.

💡 In this interview, you’ll learn:

- How the global shipping industry really works

- How the dry bulk market work

- Lessons on resilience, leadership, and long-term success

- Behind-the-scenes stories of selling and buying companies

Whether you're interested in business, global trade, or life stories, this conversation offers a look inside an industry that shapes our everyday lives.

📘 Check out Whitworth's book The Saltwater Highway to go even deeper into Tony’s journey and the world of shipping: https://www.anthonyrwhitworth.com

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations, 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.

In this episode of Vonheim, we sit down with Svein Ringbakken, CEO of DNK, a leading provider of war risk insurance for the maritime industry, to break down the rapidly evolving threat landscape facing the maritime industry. From escalating tensions in the Middle East to rising risks of terrorism and piracy, we explore what these developments mean for global shipping, trade routes, and maritime operators.

What risks should companies prepare for, and what does the future hold? Leave a comment if you like the episode, and share your feedback with me. It helps the channel!

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations, 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.

Andreas von der Heide is the founder and CEO of the Swedish geopolitical advisory firm Consilio International, and one of the most recognized geopolitical experts in the Nordics. In this conversation, we discuss the major geopolitical shifts shaping the world today. From global power competition and economic tensions to the long-term direction of international politics. What does the next decade look like? Are we entering a new global order? And how should businesses and leaders prepare for a more uncertain world?

I hope you enjoy the conversation. Feel free to share your thoughts, feedback, and ideas in the comments.

You can reach Andreas on LinkedIn and X.

X: https://x.com/AvdelningH

LinkedIn: Andreas von der Heide

And also check out Geopodden:

https://geopodden.se/

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations, 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.

Harald Fotland is the CEO of Odfjell, one of the world’s leading chemical tanker and logistics companies. With decades of experience in international shipping, Harald has played a key role in navigating Odfjell through complex markets while driving innovation, sustainability, and operational excellence. In this episode, we sit down with Harald to talk about chemical tankers, leadership, and what it takes to run a global maritime company in a rapidly changing world.

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 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.

Sturla Henriksen is a leading voice on ocean economy and maritime development, with decades of experience across shipping, maritime, and international institutions. He is also the author of The Ocean: How It Has Formed Our World – and Will Shape Our Destiny. In this episode we cover ocean economy, geopolitics, shipping, and what's next in our new multipolar world. Hope you enjoy it, and leave a comment under!

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.

Lars Barstad is the CEO of Frontline. The biggest listed tanker company in the world. Tune in for a masterclass in shipping and commodities, and leave a comment under the video if you find it interesting! Are you bull or bear on the tanker market heading into 2026? The episode is also available on YouTube. 

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.

Lars Barstad is the CEO of Frontline. The biggest listed tanker company in the world. Tune in for a masterclass in shipping and commodities, and leave a comment under the video if you find it interesting! Are you bull or bear on the tanker market heading into 2026? The episode is also available on YouTube. 

00:00 - Intro

02:30 - Peak Oil When?

07:10 - Too Much Oil In The Market Now?

09:40 - OPEC Decisions (Market Share Vs Price)

15:20 - Geopolitics (Black Sea, Middle East)

21:47 - Frontline Investment Case

37:10 - Price Taker VS Price Maker In Shipping

44:20 - Bull And Bear Case For Tankers 2026

56:40 - Leadership, Culture And Mindset

1:03:15 - AI In Shipping

1:06:30 - How To Build A Career?

1:10:50 - Read FT, And Book Recommendations

1:12:55 - Final Reflections

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.

00:00 - Intro And Shipping Bug

02:30 - Airlines VS Shipping

06:55 - Biggest Shipping Stories In 2025

10:45 - Can US Become A Maritime Super Power?

18:20 - Where To Invest Now?

24:20 - CoolCo Going Private

28:30 - Biggest Mistake When Investing In Shipping!

30:35 - Best And Worst Segment In 2026?

39:15 - How To Make It In Shipping?

50:30 - Favorite Books

52:15 - Final Reflections

James Lightbourn is a shipping financier, founder of Cavalier Shipping and author of Freight + Fortune. A must follow if you are into the maritime and shipping industry! In this conversation we cover politics, investing and best-practice in building a shipping career. Hope you like the conversation, and follow James on LinkedIn and Substack (Freight + Fortune).

Follow the newsletter here: https://substack.com/@cavaliershipping

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

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

Morten Astrup is one of the most active investors in the Nordic capital markets. He also runs Storm Capital Management, and Storm Bond Fund. We cover plenty of topics in this conversation, and we would love your feedback on investment cases and other topics we discuss. Please share the episode, and comment under the episode if you enjoy it! It helps us reach more people.

00:00 - US Tech (Bubble?)

04:30 - Investment In Ellos (Retail)

09:25 - Interest Rates Going Forward

13:55 - What Makes A Great Investor?

20:15 - Morten Astrup's Investment Philsophy

22:15 - Nordic Stocks 2025 (Ideas)

29:10 - Habits And Routines

31:00 - Tourism (Tromsø, Svalbard, Verbier)

37:14 - Hotel Investing In Verbier

39:45 - Living In Switzerland (pros and cons)

41:27 - Morten's Scorecard? (money vs. passion)

45:40 - Mentors And Arne Næss jr.

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

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.

00:00 - Geo-Politics And Investor Questions

06:12 - The LPG Market (US, Asia, Middle East)

15:45 - The Order Book In VLGCs

19:50 - Buying The Avance Fleet

25:15 - Andreas Sohmen-Pao and BW Group

29:05 - The Business Opportunity In India

35:25 - Pure Play Or Diversify?

42:00 - Europe VS US Investors

47:00 - Leadership And Culture

51:30 - Career Advice: How To Make It In Shipping?

1:00:35 - Impressive Shipping CEOs (Kalleklev, LC Skarsgård, LC Svensen)

1:02:40 - Favorite Books

1:04:20 - Final Reflections

Kristian Sørensen is the CEO of BW LPG, a leader in LPG shipping with the world's largest fleet of Very Large Gas Carriers. In this episode, we discuss market topics, leadership, geopolitics, and advice for people wanting to succeed in shipping. If you like the episode, please comment, and share it with friends and network. It helps us reach more people, and make better episodes in the future!

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.

00:00 - Intro (Trump, Tariffs, Geo-Politics)

02:08 - Shipping Deals With John Fredriksen (Frontline / Golden Ocean)

11:02 - CMB.TECH Investment Case

18:20 - Investing In The Production Of Green Fuels

21:30 - Africa Is The Future For Maritime!

26:45 - Exmar And The Future Of LPG And LNG

28:29 - The Saverys History, And Family Lessons

32:20 - Delphis - I Started My Own Shipping Company!

36:05 - Shipping Markets And Segments Ahead

42:20 - Becoming A Blue Ship Company

47:20 - Career And Life Advice

54:40 - Final Reflections

Alexander Saverys is the CEO of CMB.TECH and one of the leading voices in the global shipping industry. Coming from Belgium’s influential Saverys family, Alex has transformed the century-old CMB into a pioneer of zero-emission shipping, betting big on hydrogen and ammonia as future fuels. With bold moves like acquiring Golden Ocean, CMB Tech is on a journey to reshape the maritime sector into a greener era. Let us know what you think of the episode, all comments, likes and shares helps this channel massively.

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 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.

Lars-Christian Svensen is the CEO of Himalaya Shipping, 2020 Bulkers and Andes Tankers. All projects and stock-listed companies built up by Tor Olav Trøim and Magnus Halvorsen. In this episode, we discuss the current shipping markets, and why Dry Bulk is an interesting segment ahead. Let us know what you think of the episode in the comments!

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: / 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.

00:00 - Investors in New York

03:14 - Being CEO of Himalaya Shipping and 2020 Bulkers

08:00 - Skin In The Game

09:00 - Dry Bulk Shipping In 2025

20:00 - Coal, China And Green Fuels

22:52 - Black And Grey Swans For Shipping Ahead

24:48 - Belships VS Capesize (Himalaya and 2020 Bulkers)

28:10 - Successful Systems In Shipping

29:05 - Career Advice From Lars-Christian

34:15 - Lessons from Magnus Halvorsen

35:40 - Quick Fire Questions (Middle East, Books, Newspapers, Travel)

Lars-Christian Svensen is the CEO of Himalaya Shipping, 2020 Bulkers and Andes Tankers. All projects and stock-listed companies built up by Tor Olav Trøim and Magnus Halvorsen. In this episode, we discuss the current shipping markets, and why Dry Bulk is an interesting segment ahead. Let us know what you think of the episode in the comments!

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: / 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.

Joakim Hannisdahl is a shipping investor and the founder and CEO of Gersemi Asset Management. Tune in for a great conversation about investing, shipping, and macro markets. 

00:00 - Learnings So Far In 2025

00:40 - Intro Of Joakim Hannisdahl

04:45 - How To Become A Shipping Investor?

10:10 - How To Overcome Losses

18:20 - How To Short Shipping Stocks

21:45 - Instruments To Trade In Shipping

24:28 - Shipping Markets (Car Carriers And Containers)

31:00 - Tankers And Crude Markets

40:05 - VLGCs and LPG/Ammonia

49:00 - Gersemi Asset Management Ambition

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: / 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.

Constantin Baack is the CEO of MPC Capital and MPC Container Ships, a leading player in a niche shipping segment in the container markets. We sat down in Haugesund to discuss the christening of the new vessel NCL Vestland, and how Constantin sees the shipping market ahead. Let us know what you think of the episode and share it with friends and network!

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.

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.

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.

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.

00:00 - Tanker Market 2025

07:12 - Tanker Supply And Shadow Fleet

12:25 - Shipping Demand For Oil (China, Russia, Iran)

20:30 - Worst Case Scenario For Tankers?

22:20 - Will Shipping Use Green Fuels?

30:35 - The Story Of DHT And Critical Moments

41:08 - The Partnership With Trygve Munthe

46:00 - DHT VS Other Tanker Companies 

51:54 - Scorpio Tankers And Investors In DHT

53:20 - The Frontline Story

57:00 - How To Succeed In Shipping

01:01:45 - Favorite Books To Read

01:03:40 - Andreas Sohmen-Pao And Maria Angelicoussis

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.

Bernt Berg-Nielsen is an investor and portfolio manager in Stolt Explorer. Bernt operates a fund inspired by lessons from Warren Buffett, with a special focus on the Nordics and Global equities.

Follow Bernt on X: https://x.com/berg_bernt

00:00 - Why Become An Investor?

03:00 - Lessons From The Financial Crises 2008

08:15 - Interest Rates VS Stock Performance

11:15 - What Makes A Great Investor?

15:35 - Warren Buffett and Omaha Annual Event

18:10 - How To Allocate Capital?

21:30 - Passive Versus Active Investing

23:50 - How To Find Great Stocks With Moats?

30:45 - Kongsberg Gruppen

36:30 - DSV VS Maersk

38:40 - Novo Nordisk

40:40 - The Norwegian Salmon Industry

43:00 - Goals Ahead for Stolt Explorer

48:25 - Book Recommendations

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.

Oystein Kalleklev is the CEO of Flex LNG and Avance Gas, and comes back for a Christmas Special to cover shipping, investing and other interesting stories. Let us know what you think of the episode and share it with friends and network!

00:00 - Avance Gas

12:10 - Flex LNG And LNG Markets Ahead

24:10 - How To Finance Shipping, and Debt Structures

32:20 - The Dark Fleet In Shipping

37:00 - Qatar Energy and EU regulations

39:15 - Shipping Investing In 2025

31:10 - How to Make Shipping More Green?

45:30 - How To Get Things Done and Houston!

48:08 - Impressive Shipping Companies In 2024 (Belships, 2020 Bulkers, DHT)

49:10 - Merch and Books Recommendations

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.

Lars Christian Skarsgård is the CEO of the shipping company Belships, listed on the Oslo Stock Exchange. Lars Christian is one of the most respected profiles within the shipping industry and it was great fun to have in back for part 2 in the Vonheim podcast. Let us know what you think of the episode!

00:00 - Introduction and US Predictions

02:36 - The Belships Success Story

07:25 - Market Dynamics in Dry Bulk and Different Ships

09:00 - The Business Strategy for Belships Ahead

13:00 - How to Make a Good Ship Purchase?

20:25 - Buying Ships from Japan, and the edge of Japanese ship building

31:10 - How to Make Shipping More Green?

35:45 - Belships Compared with 2020Bulkers and Golden Ocean

39:45 - Can Belships be Sold?

44:35 - The Dry Bulk and Ultramax Demand Ahead

50:25 - Career Advice and Book Recommendations

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.

Steen Jakobsen’s career includes pivotal roles at institutions such as Chase Manhattan, UBS, Christiania Bank, and Saxo Bank where he is recognised for his expertise in markets and trading. Steen is renowned for his annual "Outrageous Predictions" report, which challenges conventional market wisdom and stimulates critical thinking about potential economic scenarios. Steen also serves at several boards including Flex LNG and Frontline.

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.

Nicolai Heidenreich is the managing partner of NRP Maritime Asset Management and has over 25 years of experience within the maritime and shipping sector. Since 2012 he has managed several portfolios of shipping and offshore investments worth in excess USD 150 million. Prior to NRP, Heidenreich was a partner at Pareto Project Finance and also worked for Marine Money.

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.

Nicolai Heidenreich is the managing partner of NRP Maritime Asset Management and has over 25 years of experience within the maritime and shipping sector. Since 2012 he has managed several portfolios of shipping and offshore investments worth in excess USD 150 million. Prior to NRP, Heidenreich was a partner at Pareto Project Finance and also worked for Marine Money.

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.

This is a conversation that took place at Marine Money conference last week. Joakim Hannisdahl shares his journey as a shipping investor, and why he started the shipping hedgefund Gersemi Asset Management.

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.

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.

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.

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.

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.

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.

Aristidis Alafouzos is the Chief Executive Officer for Okeanis Eco Tankers, ECO (NYSE) & OET (Oslo). The company has a modern and unique tanker fleet that has out-performed most of their competitors over the last years. Behind the company is the Greek Alafouzos family who has for generations been one of the most impressive industry builders in Greece across several industries, including shipping, capital management, media, newspapers and sports.

Hope you enjoy this episode and let us know what you think of the episode, tankers and Okeanis in the review.

You can follow Aristidis Alafouzes on Twitter.

https://twitter.com/Aristidis

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 / Twitter 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.

Federica Maiorano is the Chief Commercial Officer at Spot Ship, and one of the most influential speakers on energy, shipping and material. In this episode, Federica explains how she got interested in shipping, and what she hopes to achieve with Spot Ship. We also cover stories on the crude market, Middle East and Panama Canal.

Follow Federica on LinkedIn:

LinkedIn: Federica Maiorano

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 / Twitter 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.

Federica Maiorano is the Chief Commercial Officer at Spot Ship, and one of the most influential speakers on energy, shipping and material. In this episode, Federica explains how she got interested in shipping, and what she hopes to achieve with Spot Ship. We also cover stories on the crude market, Middle East and Panama Canal.

Follow Federica on LinkedIn:

LinkedIn: Federica Maiorano

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 / Twitter 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.

Jon Kåre Stene er medgrunder av Oda og Skyfall Ventures. Ved hjelp av sin gjennomføringsevne og kunnskap har Jon Kåre bidratt til at Norge har produsert mange nye tech-selskaper i ulike sektorer. I denne episode forteller Jon Kåre om ambisjoner, longevity, AI, krypto, kjernekraft og hvordan AS Norge kan bli bedre til verdiskapning.

Follow Vonheim on X / Twitter 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.

Jon Kåre Stene er medgrunder av Oda og Skyfall Ventures. Ved hjelp av sin gjennomføringsevne og kunnskap har Jon Kåre bidratt til at Norge har produsert mange nye tech-selskaper i ulike sektorer. I denne episode forteller Jon Kåre om ambisjoner, longevity, AI, krypto, kjernekraft og hvordan AS Norge kan bli bedre til verdiskapning. Vi får også 5 bokanbefalinger av Jon Kåre.

00:00 - Future Sea

01:40 - Ambisjoner

11:10 - Hvordan hente penger i 2024?

14:00 - Longevity

29:00 - AI

44:25 - Krypto

56:30 - Kjernekraft

1:05:25 - Norge AS

1:15:00 - Jon Kåre Stenes favorittbøker

Bokanbefalinger fra Jon Kåre:

Peter Attia - Outlive

Mustafa Suleyman - The Coming Wave

Johann Hari - Stolen Focus

Walter Isaacson - Elon Musk

Arnold Schwarzenegger - Be Useful

Samarbeidspartner: Future Sea og Norinnova

Driver du en start-up eller et innovativt prosjekt som har fokus på havet og den blå økonomien? Da burde du vite om FutureSea, et nasjonalt vekst-program arrangert av DNB og Norinnova, som hjelper selskaper å ta sitt neste steg. 

FutureSea fokuserer på nettverksmøter, deling av erfaring og veiledning. I tillegg til tematiske samlinger med gode innledere og eksperter, får du mellom samlingene oppfølging av rådgivere, mentorer og personlig coaching fra Olympiatoppen. Så har du et innovativt selskap med globale ambisjoner, der havet skaper nye forretningsmuligheter – følg denne lenken

20. januar er søknadsfristen til FutureSea Accelerator.

Follow Vonheim on X / Twitter 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.

Dr. Anas Alhajji is a renowned speaker and author of research papers and articles with a focus on oil and gas markets, energy security and energy taxation. He has previously served as chief economist at NGP Energy Capital Management, a private equity firm.

Follow Anas Alhajji on X and Substack:

Substack: anasalhajjieoa.substack.com

X: https://twitter.com/anasalhajji

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 / Twitter 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.

Anas F. Alhajji is an energy expert, researcher, author, and speaker. He advises governments, financial institutions and investors on various energy market issues.

00:00 - Intro

00:30 - Red Sea And Suez Canal

04:05 - Oil & LNG Markets In 2023 and 2024

15:02 - Russian Economy, Sanctions, And Oil&Gas Trade

26:45 - Common Sense, COP28, Climate Change Ahead

34:30 - How Sustainable Are Electric Vehicles?

39:40 - How Will Higher Interest Rates Affect Energy Stocks?

42:18 - Should We Re-Design The Grid?

43:05 - Venezuela, Guyana, Brazil, Argentina

49:20 - Nuclear, What To Do?

52:00 - How To Invest In 2024

Dr. Anas Alhajji is a renowned speaker and author of research papers and articles with a focus on oil and gas markets, energy security and energy taxation. He has previously served as chief economist at NGP Energy Capital Management, a private equity firm. Anas is one of the most popular guest I have interviewed, and to get the second interview to start of 2024 with is fantastic. Let me know what you think of it.

Follow Anas Alhajji on X and Substack:

Substack: anasalhajjieoa.substack.com

X: https://twitter.com/anasalhajji

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 / Twitter 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.

Constantin Baack is the CEO of MPCC, a containership company listed on Oslo Stock Exchange.

Baack commenced his career in the marine operations department at Hamburg Süd in Sydney before moving to Ernst & Young within auditing and transaction advisory out of Hamburg and Shanghai. In 2008, Baack joined the MPC Group in Hamburg where he has since held various senior management positions in Germany and abroad, including Managing Director of Ahrenkiel Steamship, Head of Shipping of the MPC Group and CFO of Frankfurt-listed investment and asset manager MPC Capital AG.

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 / Twitter 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.

Constantin Baack is the CEO of MPCC, a containership company listed on Oslo Stock Exchange.

00:00 - Summary of 2023

02:40 - Investing in Green Ships

04:38 - Risk Management

06:08 - Norway and Germany Collaboration

09:37 - German Economy

13:45 - How Bad is the Container Market?

17:25 - MPCC Long Term Contracts

19:15 - Will MPCC Be Sold In The Future?

21:00 - Stock Performance For MPCC

22:25 - Should Shipping Investors Be Loyal?

25:20 - Investor Relations Learnings

27:20 - New York Stock Exchange Listing

28:45 - Is Valuation a Science or an Art?

31:10 - What is the Value of MPCC?

33:00 - Expectations For 2024?

35:15 - Personal Development

37:35 - Disclaimer

Baack commenced his career in the marine operations department at Hamburg Süd in Sydney before moving to Ernst & Young within auditing and transaction advisory out of Hamburg and Shanghai. In 2008, Baack joined the MPC Group in Hamburg where he has since held various senior management positions in Germany and abroad, including Managing Director of Ahrenkiel Steamship, Head of Shipping of the MPC Group and CFO of Frankfurt-listed investment and asset manager MPC Capital AG.

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 / Twitter 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.

Peter Warren er investor og podcasthost i Tid er Penger.

Follow Peter Warren on X / Twitter and Podcast:

X: https://twitter.com/petercwarren

Podcast: www.tiderpenger.no

This episode is produced by Nomono: Tools for great storytelling

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 / Twitter 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.

Peter Warren er en norsk investor og finansekspert. Peter er kjent for sin kunnskap og lidenskap innen investeringer, samfunn og geopolitikk, samt sin rolle gjennom podcasten Tid er Penger. Peter er også tidligere spesialsoldat, og enda involvert i flere prosjekter utenlands. Sist i forbindelse med Ukraina krigen.

00:00 - Halloween og status for 2023

01:50 - Er verden kommet til et veiskille?

07:50 - The Pigeon Tunnel

15:00 - Hvordan Peter Warren designer sine dager

26:00 - Arnold Schwarzenegger

30:05 - Søvn og kveldsrutiner

34:10 - Få har opplevd kriser i næringslivet i dag

41:00 - Inflasjon

44:00 - Sentralbanker og politikere

48:15 - Boligpriser og meglere

52:10 - Kjetil Hatlebrekke

55:40 - Citadel, BlackStone, BlackRock eller Bridgewater?

1:01:05 - Private Equity

1:02:40 - Ken Griffin og Citadel-historien

1:09:30 - Aksjefond og sminking av resultater

1:11:20 - Hva ville Peter Warren holdt et fag i?

1:18:10 - Charlie Munger

1:21:40 - Svak kronekurs og investeringer

1:22:05 - Bli finansminister eller sjef for PST i Norge?

1:27:40 - Kan Oslo bli en internasjonal finansby?

1:32:20 - Bitcoin og veien videre

1:38:50 - Hvor burde man bo i utlandet?

1:44:30 - Peter sine bokanbefalinger

1:45:40 - Tid er Penger-suksessen, og Sverre Rørvik Nilsen

Books Recommended:

Kjetil Anders Hatlebrekke - Problem of Secret Intelligence, The - Intelligence, Surveillance and Secret Warfare

Eirik Johan Kristoffersen - Jegerånden - å lede i fred, krise og krig

Follow Peter Warren on X / Twitter and Podcast:

X: https://twitter.com/petercwarren

Podcast: www.tiderpenger.no

This episode is produced by Nomono: Tools for great storytelling

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 / Twitter 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.

Althea Spinozzi is a Fixed Income Strategist at Saxo Bank. Althea is an expert in fixed income research for Saxo Bank and works directly with clients to help them select and trade bonds. She has a background in leveraged debt, and is particularly focused on high-yield and corporate bonds with attractive risk and return.

Follow Althea on Twitter:

https://twitter.com/Altheaspinozzi

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 / Twitter 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.

Althea Spinozzi is a Fixed Income Strategist at Saxo Bank. Althea is an expert in fixed income research for Saxo Bank and works directly with clients to help them select and trade bonds. She has a background in leveraged debt, and is particularly focused on high-yield and corporate bonds with attractive risk and return.

Follow Althea on Twitter:

https://twitter.com/Altheaspinozzi

00:00 - Denmark

00:55 - Althea's start in finance

03:00 - Learnings from Mexico

04:00 - The story behind "The Bond Girl" nickname

05:05 - What is the bond market?

07:39 - What do people misunderstand about bonds?

11:50 - The two biggest risks when you invest in bonds

17:00 - How US rates defines the world economy

20:33 - Impossible to predict finance markets

23:35 - Who should invest in bonds? (age, risk profile, wealth)

27:50 - What bond options should you consider? (ETF VS Cash Bonds)

32:00 - Who are the biggest players in The Fixed Income Market?

34:00 - What will a recession do with the bond market?

39:40 - Saxo's Outrageous Predictions

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 / Twitter 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.

Mikael Skov is Co-Founder and CEO of Hafnia. Mikael has more than 33 years of experience in the shipping industry. Prior to establishing Hafnia Tankers, Mikael held various positions over his 25-year career at Torm, of which the last two years he served as CEO. Mikael is a board member of Clipper Group Ltd. and was an industry representative of the Danish Maritime Strategy Team established by the Ministry of Industry, Business and Financial Affairs.

Follow Mikael Skov and Hafnia

Mikael's LinkedIn: rb.gy/86lys

Hafnia: https://hafniabw.com/

Books Recommended:

https://www.amazon.com/World-Sale-Javier-Blas/dp/0190078952

https://www.amazon.com/Red-Notice-Bill-Browder-audiobook/dp/B00T567KIA

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 / Twitter 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.