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Vonheim
Christopher Vonheim
289 episodes
1 week ago

Christopher Vonheim is the host of the Vonheim Podcast. Vonheim speaks with inspiring people about business, ocean industries, investing and start-ups.


Ed Conway, Adam Draper, Øystein Kalleklev, Pål Ringholm, Sofie Olsen, Mark Yusko, Hugo De Stoop, Vaishali Kathuria, Lars Tvede, Anthony Pompliano, Peter C. Warren, Børge Brende, Nejra Macic, Lars Barstad and Amy Novogratz are just some of the guests on the podcast.


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

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Entrepreneurship
Business,
Investing
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All content for Vonheim is the property of Christopher Vonheim and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Christopher Vonheim is the host of the Vonheim Podcast. Vonheim speaks with inspiring people about business, ocean industries, investing and start-ups.


Ed Conway, Adam Draper, Øystein Kalleklev, Pål Ringholm, Sofie Olsen, Mark Yusko, Hugo De Stoop, Vaishali Kathuria, Lars Tvede, Anthony Pompliano, Peter C. Warren, Børge Brende, Nejra Macic, Lars Barstad and Amy Novogratz are just some of the guests on the podcast.


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

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Entrepreneurship
Business,
Investing
Episodes (20/289)
Vonheim
#191 Constantin Baack - MPC Container Ships 2025, US Tariffs, Methanol, Container Markets, And Red Sea

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.

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1 month ago
19 minutes 33 seconds

Vonheim
#190 Eirik Haavaldsen (Highlight) - How To Invest In Shipping, And Succeed In Finance?

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.

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2 months ago
15 minutes

Vonheim
#190 Eirik Haavaldsen - Shipping Stocks 2025, Containers, Ro-Ro, LNG, LPG, Dry Bulk, Tankers, Valuations

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.

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2 months ago
1 hour 8 minutes 58 seconds

Vonheim
#189 Svein Moxnes Harfjeld (Highlight) - The Story Of DHT And Partnership With Trygve Munthe

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.

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3 months ago
14 minutes 26 seconds

Vonheim
#189 Svein Moxnes Harfjeld | DHT, Tanker Market 2025, Oil, Trygve Munthe, Capital Strategy, Shipping Investing

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.

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3 months ago
1 hour 7 minutes 17 seconds

Vonheim
#188 Bernt Berg-Nielsen - How To Invest In 2025, Buffett And Munger Lessons, Nordic Stocks, Books

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.

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5 months ago
51 minutes

Vonheim
#187 Oystein Kalleklev - Avance Gas, Flex LNG, Shipping Investing 2025, Dark Fleet, Energy Markets, Books

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.

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5 months ago
56 minutes 9 seconds

Vonheim
#186 Lars Christian Skarsgård - Belships, Shipping, Dry Bulk, Ship Buying, Japan, Strategy, Career Advice

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.

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6 months ago
56 minutes 15 seconds

Vonheim
#185 Steen Jakobsen - US Election, Investing 2025, Energy, Shipping, Saxo Bank, Mentoring

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.

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7 months ago
45 minutes 59 seconds

Vonheim
#184 Nicolai Heidenreich (Highlight) - How To Build A Shipping Fund

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.

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7 months ago
18 minutes 46 seconds

Vonheim
#184 Nicolai Heidenreich | Marine Money, Investing, Shipping Fund, NRP Maritime, Career, Fundraising

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.

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8 months ago
55 minutes 49 seconds

Vonheim
#183 Joakim Hannisdahl - Investing In Shipping 2024, And Founding Gersemi Asset Management (Live From Marine Money)

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.

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1 year ago
28 minutes 48 seconds

Vonheim
#182 Helen Czerski - Writing The Book Blue Machine, Ocean Science, How To Learn, Advice For Career

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.

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1 year ago
47 minutes 51 seconds

Vonheim
#181 Engebret Dahm - Klaveness Combination Carriers, Combination Strategies, Commodities, Dry Bulk, Tankers, Decarbonizing Shipping, Culture & Innovation

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.

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1 year ago
51 minutes 51 seconds

Vonheim
#180 Magnus Halvorsen - 2020 Bulkers, Shipping Lessons, Dry Bulk In 2024, Commodities, China And Investing

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.

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1 year ago
42 minutes 15 seconds

Vonheim
#179 Lars Barstad - Frontline, Euronav-Deal, Tanker Party, Middle East, Shadow Fleet, Stock Valuation, New Technology, Career Advice

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.

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1 year ago
1 hour 4 minutes 45 seconds

Vonheim
#178 Morten Astrup - Hunter Group, Tankers, Oil Service, DOF, Brazil, Offshore Wind, Gram Car Carriers, Inflation, Bonds

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.

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1 year ago
42 minutes 55 seconds

Vonheim
#177 Aristidis Alafouzos - Okeanis Eco Tankers, Shipping Investing, US Listing ($ECO), Tankers, Crude, Greece, Books

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.

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1 year ago
43 minutes 43 seconds

Vonheim
#176 Federica Maiorana (Highlight) - What Will Happen With Global Trade In 2024?

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.

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1 year ago
4 minutes 12 seconds

Vonheim
#176 Federica Maiorano - Life In Shipping, Crude Market, Middle East, Panama Canal, Spot Ship, Broker Lessons, Career Advice,

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.

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1 year ago
47 minutes 28 seconds

Vonheim

Christopher Vonheim is the host of the Vonheim Podcast. Vonheim speaks with inspiring people about business, ocean industries, investing and start-ups.


Ed Conway, Adam Draper, Øystein Kalleklev, Pål Ringholm, Sofie Olsen, Mark Yusko, Hugo De Stoop, Vaishali Kathuria, Lars Tvede, Anthony Pompliano, Peter C. Warren, Børge Brende, Nejra Macic, Lars Barstad and Amy Novogratz are just some of the guests on the podcast.


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