Shows
Vonheim#199 Sturla Henriksen - Scuba Diving, Ocean Economy, US Strategy, China's Dominance, IMO, Arctic TensionsSturla 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 be...
2025-12-151h 13Vonheim#198 Lars Barstad (Highlight) - The Frontline Investment Case 2026Lars 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 n...
2025-12-0831 minVonheim#198 Lars Barstad - Frontline, Oil Demand, Geopolitics, Investing, "Old School" Bull Market, Expectations For 2026Lars 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 - Intro02:30 - 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
2025-12-031h 15Vonheim#197 James Lightbourn - Maritime Investments, Trump Orders, CoolCo, Tankers, LNG, gCaptain, Career Advice00:00 - Intro And Shipping Bug02:30 - Airlines VS Shipping06:55 - Biggest Shipping Stories In 202510:45 - Can US Become A Maritime Super Power?18:20 - Where To Invest Now?24:20 - CoolCo Going Private28:30 - 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 Books52:15 - Final ReflectionsJames Lightbourn is a shipping financier, founder of Cavalier Shipping and author of Freight + Fortune. A must follow if...
2025-11-1255 minVonheim#196 Morten Astrup - Nordic Stocks 2025, Ellos, Hunter Group, Tromsø, Svalbard, Verbier, Investing Principles, Arne Næss jr.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 Forward13:55 - What Makes A Great Investor?20:15 - Morten Astrup's...
2025-09-2949 minVonheim#195 Kristian Sørensen - Shipping, Investing, BW LPG, US Export, India, China, Andreas Sohmen-Pao, Career Advice00:00 - Geo-Politics And Investor Questions 06:12 - The LPG Market (US, Asia, Middle East)15:45 - The Order Book In VLGCs19:50 - Buying The Avance Fleet25:15 - Andreas Sohmen-Pao and BW Group29:05 - The Business Opportunity In India35:25 - Pure Play Or Diversify?42:00 - Europe VS US Investors47:00 - Leadership And Culture51:30 - Career Advice: How To Make It In Shipping?1:00:35 - Impressive Shipping CEOs (Kalleklev, LC Skarsgård, LC Svensen) 1:02:40 - Favorite Books1:04:20 - Final Reflections
2025-09-241h 06Vonheim#194 Alexander Saverys - CMB. TECH, John Fredriksen Deals, Golden Ocean, Africa, Green Fuels, Investing, Career Advice00:00 - Intro (Trump, Tariffs, Geo-Politics)02:08 - Shipping Deals With John Fredriksen (Frontline / Golden Ocean)11:02 - CMB.TECH Investment Case18:20 - 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 Lessons32:20 - Delphis - I Started My Own Shipping Company! 36:05 - Shipping Markets And Segments Ahead42:20 - Becoming A Blue Ship Company 47:20 - Career And Life Advice54:40...
2025-08-1857 minVonheim#193 Lars-Christian Svensen (Highlight) - How To Build A Successful Career In Maritime And Business?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 h...
2025-07-1411 minVonheim#193 Lars-Christian Svensen - Himalaya Shipping, 2020 Bulkers, Dry Bulk, Investing, Magnus Halvorsen, Tor Olav Trøim, VLCC00:00 - Investors in New York03:14 - Being CEO of Himalaya Shipping and 2020 Bulkers08:00 - Skin In The Game09:00 - Dry Bulk Shipping In 202520:00 - Coal, China And Green Fuels22:52 - Black And Grey Swans For Shipping Ahead24:48 - Belships VS Capesize (Himalaya and 2020 Bulkers) 28:10 - Successful Systems In Shipping29:05 - Career Advice From Lars-Christian 34:15 - Lessons from Magnus Halvorsen35:40 - Quick Fire Questions (Middle East, Books, Newspapers, Travel)Lars-Christian Svensen is the CEO of Himalaya Shipping, 2020...
2025-07-0740 minVonheim#192 Joakim Hannisdahl - Shipping Stocks 2025, Investing Ideas, Oil Tankers, VLGC, Containers And Shipping CyclesJoakim 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 202500:40 - Intro Of Joakim Hannisdahl04:45 - How To Become A Shipping Investor?10:10 - How To Overcome Losses18:20 - How To Short Shipping Stocks21:45 - Instruments To Trade In Shipping24:28 - Shipping Markets (Car Carriers And Containers)31:00 - Tankers And Crude Markets40:05 - VLGCs and LPG/Ammonia49:00...
2025-06-0351 minVonheim#191 Constantin Baack - MPC Container Ships 2025, US Tariffs, Methanol, Container Markets, And Red SeaConstantin 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...
2025-04-0719 minVonheim#189 Svein Moxnes Harfjeld (Highlight) - The Story Of DHT And Partnership With Trygve MuntheSvein 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...
2025-02-2614 minVonheim#189 Svein Moxnes Harfjeld | DHT, Tanker Market 2025, Oil, Trygve Munthe, Capital Strategy, Shipping InvestingSvein 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 202507:12 - Tanker Supply And Shadow Fleet12:25 - Shipping Demand For Oil (China, Russia, Iran)20:30 - Worst Case Scenario For Tankers?22:20 - Will Shipping Use Green Fuels?30:35...
2025-02-171h 07Vonheim#188 Bernt Berg-Nielsen - How To Invest In 2025, Buffett And Munger Lessons, Nordic Stocks, BooksBernt 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_bernt00:00 - Why Become An Investor?03:00 - Lessons From The Financial Crises 200808:15 - Interest Rates VS Stock Performance11:15 - What Makes A Great Investor?15:35 - Warren Buffett and Omaha Annual Event18:10 - How To Allocate Capital?21:30 - Passive Versus Active Investing
2025-01-0151 minVonheim#186 Lars Christian Skarsgård - Belships, Shipping, Dry Bulk, Ship Buying, Japan, Strategy, Career AdviceLars 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 Predictions02:36 - The Belships Success Story 07:25 - Market Dynamics in Dry Bulk and Different Ships09:00 - The Business Strategy for Belships Ahead13:00 - How to Make a Good Ship P...
2024-11-1356 minVonheim#185 Steen Jakobsen - US Election, Investing 2025, Energy, Shipping, Saxo Bank, MentoringSteen 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 id...
2024-11-0145 minVonheim#184 Nicolai Heidenreich (Highlight) - How To Build A Shipping FundNicolai 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...
2024-10-1118 minVonheim#184 Nicolai Heidenreich | Marine Money, Investing, Shipping Fund, NRP Maritime, Career, FundraisingNicolai 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...
2024-09-2355 minVonheim#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/3vKLfVRListen to...
2024-05-3128 minVonheim#182 Helen Czerski - Writing The Book Blue Machine, Ocean Science, How To Learn, Advice For CareerHelen 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 MachineChristopher 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...
2024-05-2747 minVonheim#181 Engebret Dahm - Klaveness Combination Carriers, Combination Strategies, Commodities, Dry Bulk, Tankers, Decarbonizing Shipping, Culture & InnovationEngebret 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 Learnings15:40 - The Dif...
2024-05-1651 minVonheim#180 Magnus Halvorsen - 2020 Bulkers, Shipping Lessons, Dry Bulk In 2024, Commodities, China And InvestingIt was fantastic to visit Magnus Halvorsen to record our third podcast episode. The topics are under:00:00 - The Latest From 2020 Bulkers03:03 - The History And Lessons From 2020 Bulkers10:55 - Discipline In Shipping, Fleet Decisions And China17:45 - Tankers And Oil Versus Capsize And Dry Bulk21:20 - 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
2024-04-2342 minVonheim#179 Lars Barstad - Frontline, Euronav-Deal, Tanker Party, Middle East, Shadow Fleet, Stock Valuation, New Technology, Career AdviceLars 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 Politics05:47 - Frontline View On The Market10:25 - The Euronav-deal14:45 - The Frontline Machine19:30 - 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...
2024-03-061h 04Vonheim#178 Morten Astrup - Hunter Group, Tankers, Oil Service, DOF, Brazil, Offshore Wind, Gram Car Carriers, Inflation, BondsMorten 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 Group06:00 - Tanker Markets Ahead11:30 - Oil Service Opportunities15:30 - DOF And How To Find Great Companies17:55 - Offshore Wind...
2024-02-2642 minVonheim#177 Aristidis Alafouzos - Okeanis Eco Tankers, Shipping Investing, US Listing ($ECO), Tankers, Crude, Greece, BooksAristidis 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...
2024-02-1443 minVonheim#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.comFollow Vonhe...
2024-02-0604 minVonheim#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.comFollow Vonhe...
2024-02-0147 minVonheim#175 Jon Kåre Stene (Highlight) - Hvor Lenge Kan Mennesker Leve Et Godt Liv?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 VonheimX / Twitter: @chrisvonheimDisclaimerAll opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do...
2024-01-2315 minVonheim#175 Jon Kåre Stene - Ambisjoner, Investeringer, Longevity, Krypto, AI, Kjernekraft, Norge AS, FavorittbøkerJon 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 Sea01:40 - Ambisjoner11:10 - Hvordan hente penger i 2024?14:00 - Longevity29:00 - AI44:25 - Krypto56:30 - Kjernekraft1...
2024-01-151h 30Vonheim#174 Anas Alhajji (Highlight) - My Predictions For Venezuela, Guyana, Brazil And Argentina In 2024Dr. 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.comX: https://twitter.com/anasalhajjiPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X...
2024-01-0912 minVonheim#174 Anas Alhajji - Investing In 2024, Suez Canal, Oil Demand, Gas, COP28, EV, Latin America, NuclearAnas F. Alhajji is an energy expert, researcher, author, and speaker. He advises governments, financial institutions and investors on various energy market issues.00:00 - Intro00:30 - Red Sea And Suez Canal04:05 - Oil & LNG Markets In 2023 and 202415:02 - Russian Economy, Sanctions, And Oil&Gas Trade26:45 - Common Sense, COP28, Climate Change Ahead34:30 - 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, Argentina49:20...
2024-01-0355 minVonheim#173 Constantin Baack (Highlight) - Will German Economy Hit A Long-Term Recession?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 e...
2023-12-0604 minVonheim#173 Constantin Baack - MPC Container Ships, German Economy, Valuation, Investing In Shipping, Dividend PolicyConstantin Baack is the CEO of MPCC, a containership company listed on Oslo Stock Exchange. 00:00 - Summary of 202302:40 - Investing in Green Ships04:38 - Risk Management06:08 - Norway and Germany Collaboration09:37 - German Economy13:45 - How Bad is the Container Market?17:25 - MPCC Long Term Contracts19:15 - Will MPCC Be Sold In The Future? 21:00 - Stock Performance For MPCC22:25 - Should Shipping Investors Be Loyal?25:20 - Investor Relations Learnings27:20 - New York Stock Exchange...
2023-12-0438 minVonheim#172 Peter Warren (Highlight) - Om Tid Er PengerPeter Warren er investor og podcasthost i Tid er Penger.Follow Peter Warren on X / Twitter and Podcast:X: https://twitter.com/petercwarrenPodcast: www.tiderpenger.noThis episode is produced by Nomono: Tools for great storytellingPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X / Twitter and YouTube:YouTube: Christopher VonheimX / Twitter: @chrisvonheimDisclaimerAll...
2023-11-1310 minVonheim#172 Peter Warren - Krig, Rutiner, Søvn, Aksjer, Boligpris, Risiko, Kultur, Råd, USA, Citadel, Filosofi, Tid Er PengerPeter 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 202301:50 - Er verden kommet til et veiskille?07:50 - The Pigeon Tunnel15:00 - Hvordan Peter Warren designer sine dager26:00 - Arnold Schwarzenegger30:05 - Søvn og kveldsrutiner34:10 - Få har opplevd kriser i nær...
2023-11-021h 56Vonheim#171 Althea Spinozzi (Highlight) - Recession, Greed, And Outrageous PredictionsAlthea 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/AltheaspinozziPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on...
2023-10-2409 minVonheim#171 Althea Spinozzi - How To Invest In Bonds, Fixed Income Returns 2023, Duration, High Yield Bonds & Saxo BankAlthea 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/Altheaspinozzi00:00 - Denmark00:55 - Althea's start in finance03:00 - Learnings from Mexico04:00 - The story behind "The Bond Girl" nickname05:05 - What...
2023-10-1643 minVonheim#170 Mikael Skov (Highlight) - How To Pursue Shipping & Fulfill Your GoalsMikael 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 HafniaMikael's LinkedIn: rb.gy/86lysHafnia: https://hafniabw.com/Books...
2023-10-0503 minVonheim#170 Mikael Skov - Hafnia, Product Tankers, Shipping, Entrepreneurship, Scaling, Leadership, Culture, And Career AdviceMikael 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.00:00 - Norway00:30 - Why is Denmark great at shipping?01:40 - Mikael's time at TORM, and key lessons
2023-09-2548 minVonheim#169 Svein Harald Øygard (Highlight) - Hvordan Lykkes I Brasil?Svein Harald Øygård er styreleder for Norwegian og DOF, grunder av energiselskaper i Brasil, og tidligere sentralbanksjef på Island under finanskrisen. Sistnevnte erfaring førte til at Svein Harald skrev boken På Finanskrisens Slagmark, som er utgitt på flere språk.Link til boken: In the Combat Zone of FinancePodcast om renter: Vett og Vitenskap med med Gaute EinevollDisclaimerAll 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 a...
2023-09-1116 minVonheim#169 Svein Harald Øygard - Renter, Vindkraft, Finanskriser, Island, USA, Kina, Norwegian, Brasil, Investeringer, Olje og GassSvein Harald Øygård er styreleder for Norwegian og DOF, grunder av energiselskaper i Brasil, og tidligere sentralbanksjef på Island under finanskrisen. Sistnevnte erfaring førte til at Svein Harald skrev boken På Finanskrisens Slagmark, som er utgitt på flere språk.Link til boken: In the Combat Zone of FinancePodcast om renter: Vett og Vitenskap med med Gaute EinevollDisclaimerAll 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 a...
2023-09-041h 03Vonheim#168 Geir Førre (Highlight) - Lederskap, Politikk, Sjømatnæringen, Sveits, Kontrær Og AirThingsGeir Førre er en av Norges fremste grundere. Han har bygget opp tre ulike teknologi-selskaper til milliard-virksomheter, og bruker nå sin kompetanse til å investere i Norges neste entreprenører. I denne episoden får du høre om erfaringene Geir har samlet opp på veien, og hvordan han ønsker å utvikle selskaper fremover. Episoden er også tilgjengelig på YouTube.DisclaimerAll 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 specif...
2023-08-2314 minVonheim#168 Geir Førre - Hvordan Bygge Milliardselskaper, Firda, Ledelse, Grundere Og Norsk NæringslivGeir Førre er en av Norges fremste grundere. Han har bygget opp tre ulike teknologi-selskaper til milliard-virksomheter, og bruker nå sin kompetanse til å investere i Norges neste entreprenører. I denne episoden får du høre om erfaringene Geir har samlet opp på veien, og hvordan han ønsker å utvikle selskaper fremover. Episoden er også tilgjengelig på YouTube.00:00 - Om oppveksten i Førre, bondevett og utdannelse04:40 - Få har en masterplan i livet sitt og historien til Chipcon AS05:25 - Hvorfor ble Chipcon en milliardsuksess?06:05 - Ingebrigt Steen Jensen og set...
2023-08-141h 02Vonheim#167 Philip Fjeld (Highlight) - How To Make It As An EntrepreneurPhilip Eystein Fjeld has been working in the natural gas industry since 2002 when he joined Hoegh LNG, an LNG ship owner in Oslo. He later co-founded Flex LNG together with Jostein Ueland and Trym Tveitnes. The company was later bought by the John Fredriksen system. Philip then decided to start CNG Fuels in 2014. Which today operates the UK’s largest CNG refuelling network. RTFS was founded in 2017 and is Europe’s largest supplier of unsupported biomethane to the transport sector. The two businesses have combined in 2023 to make ReFuels, forming a fully integrated energy supplier dedicated to decarbonising Europe’s comme...
2023-08-1008 minVonheim#167 Philip Fjeld - Lessons From Co-Founding Flex LNG, How To Decarbonise Trucks With ReFuels, And Advice For EntrepreneursPhilip Eystein Fjeld has been working in the natural gas industry since 2002 when he joined Hoegh LNG, an LNG ship owner in Oslo. He later co-founded Flex LNG together with Jostein Ueland and Trym Tveitnes. The company was later bought by the John Fredriksen system.Philip then decided to start CNG Fuels in 2014. Which today operates the UK’s largest CNG refuelling network. RTFS was founded in 2017 and is Europe’s largest supplier of unsupported biomethane to the transport sector. The two businesses have combined in 2023 to make ReFuels, forming a fully integrated energy supplier dedicated to de...
2023-08-0750 minVonheim#166 Ed Conway - Writing Material World, Making It In Media, And How The Energy Transition Will Play OutEd Conway is the Economics Editor of Sky News, and the author of Material World. He is a former correspondent for the Daily Mail newspaper and the Economics Editor of The Daily Telegraph and the Sunday Telegraph newspapers. Ed has a wealth of knowledge and it was a big privilege to interview him. Hope you like the episode and check out his latest book Material World.00:00 - Why Ed became a journalist04:14 - The difference in higher education between US and UK 08:05 - What Ed Conway works with, and which topics have...
2023-07-271h 03Vonheim#165 Oystein Kalleklev - The Success Of FLEX LNG & Avance Gas, What's Next For Shipping, Energy Markets, And Summer TipsOystein Kalleklev is the CEO Flex LNG (NYSE/OSE:FLNG) & Avance Gas (OSE:AGAS). Previous roles include CFO of industrial investment company Umoe Group, Managing Director of Umoe Invest, and Partner of investment bank Clarksons Platou. Øystein Kalleklev is an excellent follow on both LinkedIn and Twitter where he shares insights on shipping, investing, energy markets and a lot more. LinkedIn - Click hereTwitter - OKalleklevBooks recommended:Material World By Ed ConwayHow The World Really Works By Vaclav Smil P...
2023-07-1050 min
Vonheim#164 Pål Ringholm - Norges Beste Kredittanalytiker, Hvordan Forvalte Milliarder Som Investeringsdirektør, Og Hva Finansmarkedene Har I VentePål Ringholm har nesten 30 års erfaring fra bank og finans. Han er kjent som Norges beste kredittanalytiker, og vært topp tre både som Norges beste makroøkonom og aksjestrateg. Ringholm var en av de første som så finanskrisen i USA komme, og han er i dag ansatt som investeringsdirektør i PKH – en pensjonskasse med over 40 milliarder kroner under forvaltning.Pål er også forfatter, og har en av de mest populære finans-kontoene på Twitter. Kjøp boken, og følg han på Twitter under:Rik på gjeld - LinkTwitter...
2023-07-061h 04Vonheim#163 Sofie Olsen Jebsen - Hvordan Lykkes Med Flytende Havvind Og Sol, Og Hva Er Mulighetene I Fred. Olsen-Systemet? (Live Fra Nor-Shipping)Sofie Olsen Jebsen er leder for Fred. Olsen 1848, et selskap etablert innen Fred. Olsen-systemet. Med innovasjoner basert på dyp erfaring og kunnskap har Fred. Olsen bygget opp over 170 års erfaring med å identifisere og løse komplekse utfordringer.Fred. Olsen 1848 er et teknologiselskap innen fornybar energi som utvikler løsninger for bransjens utfordringer. Med mål om å gjøre fornybar energi mer tilgjengelig for å forme en bærekraftig fremtid for kommende generasjoner. This episode is brought to you by Nor-Shipping.Nor-Shipping is at the centre of the oceans. This is where the maritime a...
2023-06-2629 min
Vonheim#162 Amalie Eilertsen - Hvordan Lykkes Som Gründer? (Live fra Nor-Shipping)Amalie Eilertsen is the Co-founder and CEO of Norsjór, a Norwegian tech startup founded in 2021. They are building laser technology to perform sustainable biofouling removal of maritime surfaces, with the aim to reduce corrosion, fuel consumption and greenhouse gas emission by removing biofouling without harming the ecosystem. Learn more about the journey as an entrepreneur in this episode (in Norwegian.)This episode is brought to you by Nor-Shipping.Nor-Shipping is at the centre of the oceans. This is where the maritime and ocean industries meet every two years – from across the world to connec...
2023-06-0735 min
Vonheim#161 Geir Håøy - Utforsk Verden, Ta Muligheter, Og Fremtiden Til KongsbergGeir Håøy er konsernsjef i Kongsberg Gruppen. Han startet sin karriere i Kongsberg i 1993 og har gått gjennom hele systemet til i dag å være øverste leder.I denne episoden forteller Geir om hvordan ti år i Asia formet han som leder og person, hvilke teknologier og industrier han ser vekstpotensial i, og hvordan Kongsberg jobber for å få tak i de beste hodene. Da starter vi episoden. This episode is brought to you by Nor-Shipping.Nor-Shipping is at the centre of the oceans. This is where the maritime and ocean indus...
2023-05-1648 min
Vonheim#160 Audun Wickstrand Iversen - Hvordan Investere I Havet, Og Hva Man Lærer Av MotgangAudun Wickstrand Iversen er porteføljeforvalter i DNB Disruptive Muligheter og DNB Future Waves. Han har tidligere vært finansanalytiker, gründer, styreformann og daglig leder i næringslivet. I denne episoden forteller Audun om sin reise som investor, hva han tror må til for å forstå fremtidige investeringsmuligheter, og hvorfor havet har et gigantisk forretningspotensial.This episode is brought to you by Nor-Shipping.Nor-Shipping is at the centre of the oceans. This is where the maritime and ocean industries meet every two years – from across the world to connect, collaborate and do de...
2023-05-1153 min
Vonheim#159 Tuva Flagstad-Andersen - How To Find Purpose, Accepting Setbacks, And Exploring The WorldTuva Flagstad-Andersen is the Regional Manager, Region North Europe at DNV. Her passion for maritime industries started from an early age, and she has been in management positions for DNV both in Singapore and Finland.In this episode we learn how she ended up in DNV. Her best advice for people trying to create an exciting career, how she sees her leadership philosophy, and what’s next for sustainable shipping. This episode is brought to you by Nor-Shipping.Nor-Shipping is at the centre of the oceans. This is where the ma...
2023-04-1329 min
Vonheim#158 Ståle Hansen - How To Take The Right Risk, Leading Skuld, And Lessons From Playing The DrumsStåle Hansen is the CEO and President of Skuld. Skuld is a world leading marine insurer with around 300 employees, over 30 different nationalities, and with offices worldwide.In this episode we learn how Ståle ended up in the maritime industry, how to manage risk the right way, and how he hopes Skuld can make a positive impact on pushing the industry toward zero emissions.This episode is brought to you by Nor-Shipping.Nor-Shipping is at the centre of the oceans. This is where the maritime and ocean industries meet ev...
2023-04-0432 min
Vonheim#157 Robert Næss - Hvordan vil aksjemarkedet for 2023 spille seg ut?Få i Norge har mer erfaring rundt aksjer og investeringer enn dagens gjest, Robert Næss. Til daglig er han investeringsdirektør og forvalter av Nordeas stabile globale aksjefond samt Norge Verdi, men han er også kjent for sine økonomiske analyser som ofte skaper engasjement i samfunnsdebatten. I denne episoden forteller Robert om hvordan han ser på aksjemarkedet i 2023, hva han tror konsekvensen av lakse-skatten blir, og hva han tror vil kjennetegne investorer som lykkes fremover. Partner - Modular FinanceDenne episoden er sponset av Modular Finance. Det er et selskap fra Sverige som har sp...
2023-03-1337 min
Vonheim#156 Øivind Amundsen - What Makes A Great Stock Exchange, And How Will Oslo Børs Develop Going Forward?Øivind Amundsen is the President and Chief Executive Officer of Oslo Børs. In this episode we learn how Øivind ended up leading the stock exchange, the special Christmas period when Euronext wanted to buy Oslo Børs, and how Øivind wants to develop the Exchange, and the Norwegian capital market going forward.This episode is brought to you by Nor-Shipping. Nor-Shipping is at the centre of the oceans. This is where the maritime and ocean industries meet every two years – from across the world to connect, collaborate and do deals t...
2023-02-1638 min
Vonheim#155 Lasse Kristoffersen - How To Take Big Decisions In Life, Adapt Versus Shaping An Industry, And What's Next For Wallenius WilhelmsenLasse Kristoffersen is the President and CEO in Wallenius Wilhelmsen. Before taking over Wallenius Wilhelmsen, Lasse worked for Torvald Klaveness for 15 years and was their first company CEO from outside the Klaveness family.In this episode we discuss how Lasse ended up in the shipping industry, his process for making big business and life decisions, and how he hopes to make a positive impact and contribution to a more sustainable world. This episode is brought to you by Nor-Shipping. Nor-Shipping is at the centre of the oceans. This is where...
2023-01-3151 min
Vonheim#154 Gibran Huzaifah - How To Scale Technology In Aquaculture, The Opportunity In Indonesia, Tips For FoundersGibran Huzaifah is the founder of eFishery, a 'fishtech' startup; providing end-to-end solutions for fish and shrimp farmers in Indonesia. The IoT startup doesn't just sell products, it also collects data from feeding, production, water quality and fish behavior, to create predictive insights for farmers. Huzaifah believes disruption in the agriculture sector through technology will play a massive part in addressing what is set to be one of the 21st century's biggest challenges: famineIn this episode we cover:- How Gibran ended up becoming a start-up founder- The unique c...
2022-09-2044 min
Vonheim#153 Tore Enger (Highlight) - The Next Big Thing in Shipping?Tore Enger founded TECO Group in 1994 and is a true entrepreneur of the maritime industry. His latest company TECO 2030 was established in 2019 with the goal to accelerate the green transition in the maritime sector by delivering technology that helps ships to reduce their environmental footprint.PartnersThis episode is made possible by Quartr and TECO 2030Quartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is...
2022-09-0717 min
Vonheim#153 Tore Enger - Lessons From Entrepreneurship, TECO 2030 & How To Cut Emissions In ShippingTore Enger founded TECO Group in 1994 and is a true entrepreneur of the maritime industry. His latest company TECO 2030 was established in 2019 with the goal to accelerate the green transition in the maritime sector by delivering technology that helps ships to reduce their environmental footprint.We cover:00:00 - Intro00:52 - How Tore Enger founded the TECO Group05:30 - Why he wanted to be an entrepreneur07:18 - Why TECO has been a success for a long time08:35 - Decarbonization in shipping and cruise 14:35 - W...
2022-09-0430 minVonheim#152 Tom Even Mortensen (Highlight) - How Founders Should Evaluate InvestorsTom Even Mortensen is an experienced founder, tech CEO, investor and Board member.His latest project, VC firm Sandwater, aims to have a fresh new take on venture investing.Check out SandwaterIn this highlight we cover:How founders should evaluate investors by asking the right questions.Partnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on Twitter and YouTube:YouTube: Christopher VonheimTwi...
2022-08-2811 minVonheim#152 Tom Even Mortensen - Invest in the Future, and Scaling VC fund SandwaterTom Even Mortensen is an experienced founder, tech CEO, investor and Board member. His latest project, VC firm Sandwater, aims to have a fresh new take on venture investing.Check out SandwaterIn this episode we cover:What made Tom Even pursue business and investing.Important lessons from being a CEO in challenging market conditions.How he wants to scale his VC fund, Sandwater going forward.His best advice for people pursuing a career in business.PartnerQuartr is the new way of doing...
2022-08-2446 minVonheim#151 Lars Christian Skarsgård (Highlight) - The Legacy Behind the Shipping Company BelshipsLars Christian Skarsgård has served as CEO of Belships since 2019. Lars Christian has wide ranging shipping experience from sailing as a deck cadet, to shipbroking to ship owning and management. In this highlight we cover:The story behind Belships and the future of the company, a fully integrated shipowner and operator of dry bulk carriers.Why he joined Belships, and all the work the team has done so far.His overview for the dry bulk market ahead.Partnership, recruitment & Ad enquiries?For business and partnerships en...
2022-07-2122 minVonheim#151 Lars Christian Skarsgård - Journey From Deck Cadet to Shipbroking to CEO at BelshipsLars Christian Skarsgård has served as CEO of Belships since 2019. Lars Christian has wide ranging shipping experience from sailing as a deck cadet, to shipbroking to ship owning and management. In this episode we cover:How Lars Christian got interested in shipping.The toolkit he gathered from working as a broker.The story behind Belships and the future of the company, a fully integrated shipowner and operator of dry bulk carriersWhy he joined Belships, and all the work the team has done so far.His overview for the dry bulk market ah...
2022-07-1849 minVonheim#150 Zoe Upson (Highlight) - From Talk to Action on Diversity & Attract Talents to ShippingZoe Upson is the founder and director of FACT, a talent solutions company that matches the most capable maritime and commodity professionals to firms that seek dynamic and exceptional talents.In this highlight we cover:How the industry can attract more talents and broaden its diversityPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on Twitter and YouTube:YouTube: Christopher VonheimTwitter: @chrisvonheim
2022-07-1415 minVonheim#150 Zoe Upson - Creating a Career in Shipping, Attract Talent, Facilitate for Diversity, Lessons from Shipbroking & the Future of ShippingZoe Upson is the founder and director of FACT, a talent solutions company that matches the most capable maritime and commodity professionals to firms that seek dynamic and exceptional talents.In this episode we cover:How Zoe ended up in the broker and shipping industryHer lessons learned from excelling in a high-performing broker environmentThe future she sees for the shipping and maritime industryHow the industry can attract more talents and broaden its diversityPartnerQuartr is the new way of doing company research. Their first mission...
2022-07-1153 minVonheim#149 Cristina Aleixendri Muñoz (Highlight) - How to Use Wind to Decarbonize Shipping?Cristina Aleixendri Muñoz is cofounder of Bound4Blue, a company that has developed a rigid wing sail system for boats that helps vessels save on fuel costs by using the wind to boost its engines.In this episode we coverHow Cristina ended up in the engineering fieldWhy she decided to enter the maritime space with co-founding Bound4BlueThe future she sees for the shipping and maritime industryHer best advice for others who want to become entrepreneurs.Partnership and Ad enquiries?For business and partnerships e...
2022-07-0715 minVonheim#149 Cristina Aleixendri Muñoz - Wind to Decarbonize Shipping, Life as an Entrepreneur, Women in Shipping & Favorite BooksCristina Aleixendri Muñoz is cofounder of Bound4Blue, a company that has developed a rigid wing sail system for boats that helps vessels save on fuel costs by using the wind to boost its engines.In this episode we coverHow Cristina ended up in the engineering fieldWhy she decided to enter the maritime space with co-founding Bound4BlueThe future she sees for the shipping and maritime industryHer best advice for others who want to become entrepreneurs.Partnership and Ad enquiries?For business and partnerships e...
2022-07-0452 minVonheim#148 Fabian Scholz (Highlight) - Why You Should Go Out of Your Comfort Zone?Fabian Scholz is the CEO and Co-Founder of Kudona, a product that gives people easy access to the world of digital assets and decentralised finance - and with it, the chance to earn significant interest rates on their money. Fabian has scaled several ventures before starting Kudona, and in this episode he shares his key lessons from entrepreneurship so far. We discuss why: In this episode we cover:- Curiosity is the biggest asset in life- The benefits of running experiments early in your career ...
2022-06-3011 minVonheim#148 Fabian Scholz - The Entrepreneurship Toolkit and How to Change the Future of Finance in EuropeFabian Scholz is the CEO and Co-Founder of Kudona, a product that gives people easy access to the world of digital assets and decentralised finance - and with it, the chance to earn significant interest rates on their money.Fabian has scaled several ventures before starting Kudona, and in this episode he shares his key lessons from entrepreneurship so far. We discuss why:In this episode we cover:- Curiosity is the biggest asset in life- The benefits of running experiments early in your career...
2022-06-2743 minVonheim#147 J. Mintzmyer (Highlight) - Update on Tankers, Containers, Drybulk and LNGJ. Mintzmyer is the Founder and Head of Research at Value Investor's Edge. He has more than a decade of hands-on experience analyzing and investing in the shipping sector and is a frequent participant at industry conferences.In this episode we cover:J’s view on every segment in the shipping industry.Partnership and Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on Twitter and YouTube:YouTube: Christopher Vonheim...
2022-06-2315 minVonheim#147 J. Mintzmyer - How To Navigate And Invest In ShippingJ. Mintzmyer is the Founder and Head of Research at Value Investor's Edge. He has more than a decade of hands-on experience analyzing and investing in the shipping sector and is a frequent participant at industry conferences.In this episode we cover:J’s view on every segment in the shipping industry.His investment philosophy.Top investing ideas for 2022.What’s going to be the big topics at Marine MoneyPartnerQuartr is the new way of doing company research. Their first mission is to enable access to conference call...
2022-06-2056 minVonheim#146 John Konrad V (Highlight) - Why Leadership Is a Work of Art?Captain John Konrad is the founder and CEO of gCaptain and author of the book Fire On The Horizon. John is licensed to captain the world's largest ships and has sailed from ports around the world. He has also built some of the world's most advanced ships and managed billion-dollar offshore construction projects in some of the world's harshest marine environments.In this episode we cover:How John got into the maritime industryHis biggest lessons learned on leadership as a captain and crew member The founding story on gCaptain and how he scaled to be o...
2022-06-1711 minVonheim#146 John Konrad V - On Leadership, Shipping, Entrepreneurship, gCaptain and Maritime PolicyCaptain John Konrad is the founder and CEO of gCaptain and author of the book Fire On The Horizon. John is licensed to captain the world's largest ships and has sailed from ports around the world. He has also built some of the world's most advanced ships and managed billion-dollar offshore construction projects in some of the world's harshest marine environments.In this episode we cover: How John got into the maritime industryHis biggest lessons learned on leadership as a captain and crew member The founding story on gCaptain and how he scaled to be o...
2022-06-1556 min
Vonheim#145 Sal Mercogliano (Highlight) - Lessons From Being On The OceanSal Mercogliano is the Chair of the Department of History, Criminal Justice and Political Science at Campbell University in North Carolina. He is a former merchant mariner, and the author of Fourth Arm of Defense: Sealift and Military Logistics during the Vietnam War. Sal is a frequent contributor to gCaptain and other maritime outlets. Lastly, he is also the brilliant host of What’s Going On With Shipping on YouTube. The popular Maritime Show that breaks down global shipping in an exciting way,In this highlight we cover: - The difference bet...
2022-06-0212 minVonheim#145 Sal Mercogliano - Shipping Makes The World Go Around, Lessons From The Sea, And How To Build A Maritime CareerSal Mercogliano is the Chair of the Department of History, Criminal Justice and Political Science at Campbell University in North Carolina. He is a former merchant mariner, and the author of Fourth Arm of Defense: Sealift and Military Logistics during the Vietnam War. Sal is a frequent contributor to gCaptain and other maritime outlets. Lastly, he is also the brilliant host of What’s Going On With Shipping on YouTube. The popular Maritime Show that breaks down global shipping in an exciting way,In this episode we cover: - How Sal got...
2022-05-3054 minVonheim#144 Ulrik U. Andersen (Highlight) - How Golden Ocean Cuts Cost, And Market Update On Dry BulkUlrik Andersen is the CEO of Golden Ocean. A leading international dry bulk shipping company.In this episode we cover:How Golden Ocean is cutting both costs and emissions wherever they can. What’s next for the demand and supply side in dry bulk. PartnerQuartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second mission is to create a completely new way f...
2022-05-2623 minVonheim#144 Ulrik U. Andersen - Navigating The Dry Bulk Market, Cutting Emissions, And Finding The Right Strategy For Golden OceanUlrik Andersen is the CEO of Golden Ocean. A leading international dry bulk shipping company.In this episode we cover:Why Golden Ocean has been a fantastic investment over the last year What needs to happen in order to keep delivering profits and dividends.How Golden Ocean is cutting both costs and emissions wherever they can. What’s next for the demand and supply side in dry bulk. PartnerQuartr is the new way of doing company research. Their first mission is to ena...
2022-05-2338 minVonheim#143 Kjetil Haga (Highlight) - How To Start A Private Equity Fund?Kjetil Haga is the founder of Bluefront Equity. A pure play seafood private equity firm.In this episode we cover:How hard it is to set up a new fund, and secure capital for it.Follow Vonheim on Twitter and YouTube:YouTube: Christopher VonheimTwitter: @chrisvonheimThe Frantzen Vonheim LetterJoin our letter to receive first hand insights from us: eepurl.com/htJXsT Hosted on Acast. See acast.com/privacy for more information.
2022-05-1919 minVonheim#143 Kjetil Haga - Why Seafood Is A Great Investment, Building A New Company, And Why Being Friendly MattersKjetil Haga is the founder of Bluefront Equity. A pure play seafood private equity firm.In this episode we cover:How Kjetil ended up being an entrepreneur in the seafood industry. Why aquaculture and salmon farming has great growth trajectoryHow hard it is to set up a new fund, and secure capital for it.And what’s the biggest investment opportunity Kjetil sees right now. PartnerQuartr is the new way of doing company research. Their first mission is to enable access to...
2022-05-1648 minVonheim#142 Donald Sadoway (Highlight) - How To Invent InventorsDonald Sadoway is a legendary Professor in chemistry at MIT. He is also the scientist and inventor of a steelmaking process emitting no CO2, and new batteries for grid-scale storage, and electric cars.In this episode we cover:Donald’s passion for teaching at MIT, and why his course became so popular.How you can learn and master a complicated subject like chemistry.Inventing The Liquid Metal Battery, and how Ambri can change the world’s grid.And why you should bet on youth, and anti-experts to solve hard...
2022-05-1205 minVonheim#142 Donald Sadoway - How To Master Chemistry, Solving Grid Scale Storage, And Maximize Human PotentialDonald Sadoway is a legendary Professor in chemistry at MIT. He is also the scientist and inventor of a steelmaking process emitting no CO2, and new batteries for grid-scale storage, and electric cars.In this episode we cover:Donald’s passion for teaching at MIT, and why his course became so popular.How you can learn and master a complicated subject like chemistry.Inventing The Liquid Metal Battery, and how Ambri can change the world’s grid.And why you should bet on youth, and anti-experts to solve hard...
2022-05-0947 minVonheim#141 Anas Alhajji (Highlight) - How To Predict The Oil MarketDr. Anas F. Alhajji is an energy expert, researcher, author, and speaker. He advises governments, financial institutions and investors on various energy market issues.In this highlightWe discuss how you can predict the oil markets, and who sets the price. Follow Vonheim on Twitter and YouTube:YouTube: Christopher VonheimTwitter: @chrisvonheimThe Frantzen Vonheim LetterJoin our letter to receive first hand insights from us: eepurl.com/htJXsT Hosted on Acast. See acast.com/privacy for more information.
2022-05-0411 minVonheim#141 Anas Alhajji - How Oil Markets Work, Predicting Energy Prices, And The Future Of OPECDr. Anas F. Alhajji is an energy expert, researcher, author, and speaker. He advises governments, financial institutions and investors on various energy market issues.In this episode we cover:Anas' early discovery of oil, and why he pursued a career in the US. The 101 basics of oil markets, and global energy consumption.How the world’s oil demand will play out in the future.And why energy and oil could give the biggest return for investors right now. PartnerQuartr is the new wa...
2022-05-0256 minVonheim#140 Ole B. Hjertaker (Highlight) - How To Create A Strong Reputation In ShippingOle B. Hjertaker serves as the Chief Executive Officer in SFL. SFL Corporation Ltd. has a unique track record in the maritime industry and has paid out dividends every quarter since 2004. Follow Vonheim on Twitter and YouTube:YouTube: Christopher VonheimTwitter: @chrisvonheimThe Frantzen Vonheim LetterJoin our letter to receive first hand insights from us: eepurl.com/htJXsT Hosted on Acast. See acast.com/privacy for more information.
2022-05-0115 minVonheim#140 Ole B. Hjertaker - Building One Of The World’s Largest Ship Owning Companies (SFL), Navigating Market Cycles, And Delivering ProfitsOle B. Hjertaker serves as the Chief Executive Officer in SFL. SFL Corporation Ltd. has a unique track record in the maritime industry and has paid out dividends every quarter since 2004. In this episode we cover:How Ole got interested in shipping and offshore.What made him join John Fredriksen, and help him make SFL a cash machine. How to master and survive the cyclical nature of shipping. And what’s next for SFL, and their diversified fleet of different assets. PartnerQuartr is th...
2022-04-271h 03Vonheim#139 Amy Novogratz (Highlight) - Don't Suffer More Than Necessary, And How To Find Real MeaningAmy Novogratz is the co-founder of Aqua-Spark - a global investment firm focused on aquaculture. They invest in companies and founders throughout the supply chain, helping to make sustainable seafood available for everyone.In the highlight Amy and Vonheim discuss:How to find your journey and enjoy life to the fullest. Follow Vonheim on Twitter and YouTube:YouTube: Christopher VonheimTwitter: @chrisvonheimThe Frantzen Vonheim LetterJoin our letter to receive first hand insights from us: eepurl.com/htJXsT Hosted o...
2022-04-2107 minVonheim#139 Amy Novogratz - Battling Your Comfort Zone, And Making Sustainable Seafood Available For EveryoneAmy Novogratz is the co-founder of Aqua-Spark - a global investment firm focused on aquaculture. They invest in companies and founders throughout the supply chain, helping to make sustainable seafood available for everyone.In this episode Amy and Vonheim discuss:Amy’s upbringing in New York, and the environment growing up with 6 other siblings.Why her health issues gave the foundation and attitude of going big. Her passion for aquaculture, and Aqua Sparks priorities going forward.Amy’s best advice for people wanting to create an interesting life and career.PartnerQ...
2022-04-1844 minVonheim#138 Alexander Stahel (Highlight) - How To Find Your Investment Style And Predictions For CommoditiesAlexander Stahel has used several decades to research and invest in commodities, all over the world. In this episode we discuss Alexander’s passion for commodities, his investment philosophy, and why the next decade will be radically different from previous decades in commodities. Alexander's favourite books:- David Pimentel – Food, Energy and Society- Vaclav Smil – Energy Transition- Rob Hopkins – The Transition Handbook (a practical guide)- Daniel Kaheman – Thinking, fast and slowPartnerQuartr is the new way of doing company research. Their first mission is to enable access to...
2022-04-131h 08Vonheim#138 Alexander Stahel - A Life In The Commodities Markets, Investment Principles, And Habits For SuccessAlexander Stahel has used several decades to research and invest in commodities, all over the world. In this episode we discuss Alexander’s passion for commodities, his investment philosophy, and why the next decade will be radically different from previous decades in commodities. Alexander's favourite books:- David Pimentel – Food, Energy and Society- Vaclav Smil – Energy Transition- Rob Hopkins – The Transition Handbook (a practical guide)- Daniel Kaheman – Thinking, fast and slowPartnerQuartr is the new way of doing company research. Their first mission is to enable access to...
2022-04-041h 49Vonheim#136 Paul Martin - How To Decarbonize Earth, Electrify Our Societies, And Understand The Future Energy MixPaul Martin is a global expert and builder of pilot- and demonstration-scale plants for the chemical process industries. In this episode we cover Paul’s upbringing, and his passion for engineering. We go through Paul’s opinion on hydrogen, electricity, space, and hopium. And we discuss what we should stop with, scale up, and invent in the ocean. PartnerQuartr is the new way of doing company research. Their first mission is to enable access to conference calls, investor presentations, transcripts and earnings reports as frictionless as possible – straight to your pocket. Their second missio...
2022-03-161h 08Vonheim#135 Jon Hindar (Short) - The Future Energy Mix, How To Maximise Our Seafood Potential, And Leadership LessonsJon Hindar has over 40 years experience from industrial sectors like biotech, solar energy, aquaculture and investment banking. In this episode you learn more about Jon’s journey, and how he ended up taking part as CEO and Chair in so many great companies. We also cover energy, seafood, private equity, finance and how to create and run a great board inside a company.Follow Vonheim on Twitter and YouTube:YouTube: Christopher VonheimTwitter: @chrisvonheimVonheim LetterJoin The Vonheim Letter to receive first hand insights from us: ee...
2022-03-1333 minVonheim#135 Jon Hindar - The Future Energy Mix, How To Maximise Our Seafood Potential, And Leadership LessonsJon Hindar has over 40 years experience from industrial sectors like biotech, solar energy, aquaculture and investment banking. In this episode you learn more about Jon’s journey, and how he ended up taking part as CEO and Chair in so many great companies. We also cover energy, seafood, private equity, finance and how to create and run a great board inside a company. Follow Vonheim on Twitter and YouTube:YouTube: Christopher VonheimTwitter: @chrisvonheimVonheim LetterJoin The Vonheim Letter to receive first hand insights from us: ee...
2022-03-0850 minVonheim#134 Ingrid Teigland Akay (Short) - How To Invest In Health Care, Find New Breakthroughs, And Build A Great FundIngrid Teigland Akay is a medical doctor and founder of Hadean Ventures, a European life science VC fund manager that invests in medical products that address unmet medical needs. In this episode we learn more about Ingrid’s journey from the medical field to finance, what makes a great VC investment in healthcare, and how founders can succeed in a heavily regulated and capital intensive industry. Let’s start the episode.Follow Vonheim on Twitter and YouTube:YouTube: Christopher VonheimTwitter: @chrisvonheimVonheim LetterJoin T...
2022-03-0430 minVonheim#41 Christopher Vonheim - Q&A: Hvordan bygge et godt nettverk, finne drømmejobben og min investeringsfilosofiChristopher Vonheim svarer på spørsmål dere har sendt inn.Hvordan bygger man et godt nettverk. Hvordan finner man en relevant jobb, og etterhvert drømmejobben sin. Til sist prater også Christopher om sin egen investerings-filosofi.Ta kontakt hvis du har noen spørsmål på twitter: @chrisvonheim Hosted on Acast. See acast.com/privacy for more information.
2020-08-2334 minVonheim#37 Fredrik Gulowsen - Forstå spillet du spiller, potensiell omsorgskrise, og lærdommer fra NYBY, Kolonial og Skyfall VenturesFredrik Gulowsen er en seriegründer med erfaring fra Utdanningshjelpen, Evacuaid, Filmgrail, Zwipe og Kolonial. I dag er han daglig leder og gründer av Nyby. Sammen med kommuner, ideelle organisasjoner og aktører i næringslivet har NYBY utviklet en digital plattform som kobler ressurser og behov i samfunnet vårt, og som gjør det enkelt å bidra. I denne episoden diskuterer vi Fredrik sine viktigste erfaringer og lærdommer som grunder, hvorfor korona virkelig satte fart på NYBY, hvordan Fredrik har bygget opp en egofri kultur, og hvorfor du må forstå hvordan spill du egentlig spi...
2020-08-021h 28Vonheim#36 Nicolai Prydz - Sannheten bak gründerskap, mental helse og norsk skaperkraftNicolai Prydz er forfatteren bak boken Startup-helvete, hvor han deler innsikt som viser hvordan den reelle reisen er som grunder.I denne episoden diskuterer vi hvorfor Nicolai ble grunder, hva han har lært av 25 år med opp og nedturer, den mentale påkjenning av å jobbe så hardt, hvorfor han havnet i en stor konflikt med Telenor, og hva han mener Norge må gjøre for å lykkes bedre innen digitalisering og få til mer skaperkraft. Hvis du liker episoden eller har andre innspill setter vi stor pris på om du gir oss en tilbakemeld...
2020-07-261h 06Vonheim#35 Espen Henriksen - Hva skjer med verdensøkonomien, oljefondet og dine investeringer fremoverEspen Henriksen er førsteamanuensis ved Institutt for finans på Handelshøyskolen BI, og en av dyktigste ekspertene vi har i Norge innen finans og makroøkonomi. I tillegg til å ha studert, forsket og undervist på noen av beste universitetene i verden har også Espen jobbet for oljefondet. I denne episoden diskuterer vi hvorfor vi trenger økonomisk vekst, suksessen bak Oljefondet, konsekvensen av all pengetrykkingen i USA, aksjemarkedet, hva som kjennetegner en god investor, og fremtiden til høyere utdanning. Hvis du liker episoden eller har andre innspill setter vi stor pris på om du gir en...
2020-07-191h 53Vonheim#28 Bjørn Maaseide - Dyrk talentet ditt og aldri gi oppHvordan klarer man å bli verdens beste sandvolleyballspiller, og etter endt karriere også skape enorm suksess innenfor næringslivet? Svaret er en kombinasjon av besettelse, lidenskap og arbeidsglede. Denne oppskriften har Bjørn Maaseide fulgt i sin idrettskarriere, og tatt over til næringslivet. I denne BYNN-episoden får du unik innsikt i hvordan Bjørn Maaseide har klart å bygge suksessfulle bedrifter innen helse, finans og eiendom. Vi snakker om oppveksten og de kritiske veivalgene som førte til at Bjørn og Jan Kvalheim ble verdensmestere i sandvolleyball. Hvordan Bjørn etter endt karriere pantsatte huset sitt og tok opp et risikabe...
2020-03-221h 24Vonheim#24 Morten Astrup – En masterclass i obligasjoner, makro, eiendom, finans og investeringerAt Morten Astrup skulle lykkes innen business er kanskje ikke så rart når han kjøpte sine første aksjer som 13-åring, og med sine tre brødre spilte en helt spesiel utgave av monopol. Nemlig en spesiallaget versjon utviklet av hans far Eivind Haraldssøn Astrup, som innebærte egne aksjer i aktivene som ble kjøpt på brettet. Morten har hatt en innholdsrik karriere, og er i dag kanskje mest kjent som grunnleggeren av Storm Capital Management. Selskapet startet som et Hedgefond, men er i dag kun fokusert på nordiske obligasjoner gjennom Storm Bond Fund. Morten har også st...
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