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Vonheim

Business & Economics Podcasts

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.

Location:

United States

Description:

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.

Language:

English


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

4/23/2024
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.

Duration:00:42:15

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

3/6/2024
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.

Duration:01:04:45

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

2/26/2024
00:00 - Hunter Group 07:00 - Tanker Markets Ahead 13:25 - Oil Service Opportunities 17:30 - DOF And How To Find Great Companies 20:40 - Offshore Wind And Nuclear Energy 24:00 - Gram Car Carriers And The RoRo Market Ahead 27:50 - Inflation, War Economy And Interest Rates 31:30 - US Election And Recession Fear 32:50 - The Five Risks In High Yield Investing 39:50 - Quick Fire (India, Saudi, Stocks, Bitcoin, Travel Destinations) 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. 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.

Duration:00:42:55

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

2/26/2024
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.

Duration:00:42:55

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

2/14/2024
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.

Duration:00:43:43

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

2/6/2024
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.

Duration:00:04:12

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

2/1/2024
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.

Duration:00:47:28

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#175 Jon Kåre Stene (Highlight) - Hvor Lenge Kan Mennesker Leve Et Godt Liv?

1/23/2024
Jon Kåre Stene er medgrunder av Oda og Skyfall Ventures. Ved hjelp av sin gjennomføringsevne og kunnskap har Jon Kåre bidratt til at Norge har produsert mange nye tech-selskaper i ulike sektorer. I denne episode forteller Jon Kåre om ambisjoner, longevity, AI, krypto, kjernekraft og hvordan AS Norge kan bli bedre til verdiskapning. Follow Vonheim on X / Twitter and YouTube: YouTube: Christopher Vonheim X / Twitter: @chrisvonheim Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:15:22

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#175 Jon Kåre Stene - Ambisjoner, Investeringer, Longevity, Krypto, AI, Kjernekraft, Norge AS, Favorittbøker

1/15/2024
Jon Kåre Stene er medgrunder av Oda og Skyfall Ventures. Ved hjelp av sin gjennomføringsevne og kunnskap har Jon Kåre bidratt til at Norge har produsert mange nye tech-selskaper i ulike sektorer. I denne episode forteller Jon Kåre om ambisjoner, longevity, AI, krypto, kjernekraft og hvordan AS Norge kan bli bedre til verdiskapning. Vi får også 5 bokanbefalinger av Jon Kåre. 00:00 - Future Sea 01:40 - Ambisjoner 11:10 - Hvordan hente penger i 2024? 14:00 - Longevity 29:00 - AI 44:25 - Krypto 56:30 - Kjernekraft 1:05:25 - Norge AS 1:15:00 - Jon Kåre Stenes favorittbøker Bokanbefalinger fra Jon Kåre: Peter Attia - Outlive Mustafa Suleyman - The Coming Wave Johann Hari - Stolen Focus Walter Isaacson - Elon Musk Arnold Schwarzenegger - Be Useful Samarbeidspartner: Future Sea og Norinnova Driver du en start-up eller et innovativt prosjekt som har fokus på havet og den blå økonomien? Da burde du vite om FutureSea, et nasjonalt vekst-program arrangert av DNB og Norinnova, som hjelper selskaper å ta sitt neste steg. FutureSea fokuserer på nettverksmøter, deling av erfaring og veiledning. I tillegg til tematiske samlinger med gode innledere og eksperter, får du mellom samlingene oppfølging av rådgivere, mentorer og personlig coaching fra Olympiatoppen. Så har du et innovativt selskap med globale ambisjoner, der havet skaper nye forretningsmuligheter – følg denne lenken 20. januar er søknadsfristen til FutureSea Accelerator. Follow Vonheim on X / Twitter and YouTube: YouTube: Christopher Vonheim X / Twitter: @chrisvonheim Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:01:30:29

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#174 Anas Alhajji (Highlight) - My Predictions For Venezuela, Guyana, Brazil And Argentina In 2024

1/9/2024
Dr. Anas Alhajji is a renowned speaker and author of research papers and articles with a focus on oil and gas markets, energy security and energy taxation. He has previously served as chief economist at NGP Energy Capital Management, a private equity firm. Follow Anas Alhajji on X and Substack: Substack: anasalhajjieoa.substack.com X: https://twitter.com/anasalhajji Partnership, recruitment & Ad enquiries? For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com Follow Vonheim on X / Twitter and YouTube: YouTube: Christopher Vonheim X / Twitter: @chrisvonheim Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:12:01

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#174 Anas Alhajji - Investing In 2024, Suez Canal, Oil Demand, Gas, COP28, EV, Latin America, Nuclear

1/3/2024
Anas F. Alhajji is an energy expert, researcher, author, and speaker. He advises governments, financial institutions and investors on various energy market issues. 00:00 - Intro 00:30 - Red Sea And Suez Canal 04:05 - Oil & LNG Markets In 2023 and 2024 15:02 - Russian Economy, Sanctions, And Oil&Gas Trade 26:45 - Common Sense, COP28, Climate Change Ahead 34:30 - How Sustainable Are Electric Vehicles? 39:40 - How Will Higher Interest Rates Affect Energy Stocks? 42:18 - Should We Re-Design The Grid? 43:05 - Venezuela, Guyana, Brazil, Argentina 49:20 - Nuclear, What To Do? 52:00 - How To Invest In 2024 Dr. Anas Alhajji is a renowned speaker and author of research papers and articles with a focus on oil and gas markets, energy security and energy taxation. He has previously served as chief economist at NGP Energy Capital Management, a private equity firm. Anas is one of the most popular guest I have interviewed, and to get the second interview to start of 2024 with is fantastic. Let me know what you think of it. Follow Anas Alhajji on X and Substack: Substack: anasalhajjieoa.substack.com X: https://twitter.com/anasalhajji Partnership, recruitment & Ad enquiries? For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com Follow Vonheim on X / Twitter and YouTube: YouTube: Christopher Vonheim X / Twitter: @chrisvonheim Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:55:10

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#173 Constantin Baack (Highlight) - Will German Economy Hit A Long-Term Recession?

12/6/2023
Constantin Baack is the CEO of MPCC, a containership company listed on Oslo Stock Exchange. Baack commenced his career in the marine operations department at Hamburg Süd in Sydney before moving to Ernst & Young within auditing and transaction advisory out of Hamburg and Shanghai. In 2008, Baack joined the MPC Group in Hamburg where he has since held various senior management positions in Germany and abroad, including Managing Director of Ahrenkiel Steamship, Head of Shipping of the MPC Group and CFO of Frankfurt-listed investment and asset manager MPC Capital AG. Partnership, recruitment & Ad enquiries? For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com Follow Vonheim on X / Twitter and YouTube: YouTube: Christopher Vonheim X / Twitter: @chrisvonheim Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:04:43

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#173 Constantin Baack - MPC Container Ships, German Economy, Valuation, Investing In Shipping, Dividend Policy

12/4/2023
Constantin Baack is the CEO of MPCC, a containership company listed on Oslo Stock Exchange. 00:00 - Summary of 2023 02:40 - Investing in Green Ships 04:38 - Risk Management 06:08 - Norway and Germany Collaboration 09:37 - German Economy 13:45 - How Bad is the Container Market? 17:25 - MPCC Long Term Contracts 19:15 - Will MPCC Be Sold In The Future? 21:00 - Stock Performance For MPCC 22:25 - Should Shipping Investors Be Loyal? 25:20 - Investor Relations Learnings 27:20 - New York Stock Exchange Listing 28:45 - Is Valuation a Science or an Art? 31:10 - What is the Value of MPCC? 33:00 - Expectations For 2024? 35:15 - Personal Development 37:35 - Disclaimer Baack commenced his career in the marine operations department at Hamburg Süd in Sydney before moving to Ernst & Young within auditing and transaction advisory out of Hamburg and Shanghai. In 2008, Baack joined the MPC Group in Hamburg where he has since held various senior management positions in Germany and abroad, including Managing Director of Ahrenkiel Steamship, Head of Shipping of the MPC Group and CFO of Frankfurt-listed investment and asset manager MPC Capital AG. Partnership, recruitment & Ad enquiries? For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com Follow Vonheim on X / Twitter and YouTube: YouTube: Christopher Vonheim X / Twitter: @chrisvonheim Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:38:25

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#172 Peter Warren (Highlight) - Om Tid Er Penger

11/13/2023
Peter Warren er investor og podcasthost i Tid er Penger. Follow Peter Warren on X / Twitter and Podcast: X: https://twitter.com/petercwarren Podcast: www.tiderpenger.no This episode is produced by Nomono: Tools for great storytelling Partnership, recruitment & Ad enquiries? For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com Follow Vonheim on X / Twitter and YouTube: YouTube: Christopher Vonheim X / Twitter: @chrisvonheim Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:10:41

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#172 Peter Warren - Krig, Rutiner, Søvn, Aksjer, Boligpris, Risiko, Kultur, Råd, USA, Citadel, Filosofi, Tid Er Penger

11/2/2023
Peter Warren er en norsk investor og finansekspert. Peter er kjent for sin kunnskap og lidenskap innen investeringer, samfunn og geopolitikk, samt sin rolle gjennom podcasten Tid er Penger. Peter er også tidligere spesialsoldat, og enda involvert i flere prosjekter utenlands. Sist i forbindelse med Ukraina krigen. 00:00 - Halloween og status for 2023 01:50 - Er verden kommet til et veiskille? 07:50 - The Pigeon Tunnel 15:00 - Hvordan Peter Warren designer sine dager 26:00 - Arnold Schwarzenegger 30:05 - Søvn og kveldsrutiner 34:10 - Få har opplevd kriser i næringslivet i dag 41:00 - Inflasjon 44:00 - Sentralbanker og politikere 48:15 - Boligpriser og meglere 52:10 - Kjetil Hatlebrekke 55:40 - Citadel, BlackStone, BlackRock eller Bridgewater? 1:01:05 - Private Equity 1:02:40 - Ken Griffin og Citadel-historien 1:09:30 - Aksjefond og sminking av resultater 1:11:20 - Hva ville Peter Warren holdt et fag i? 1:18:10 - Charlie Munger 1:21:40 - Svak kronekurs og investeringer 1:22:05 - Bli finansminister eller sjef for PST i Norge? 1:27:40 - Kan Oslo bli en internasjonal finansby? 1:32:20 - Bitcoin og veien videre 1:38:50 - Hvor burde man bo i utlandet? 1:44:30 - Peter sine bokanbefalinger 1:45:40 - Tid er Penger-suksessen, og Sverre Rørvik Nilsen Books Recommended: Kjetil Anders Hatlebrekke - Problem of Secret Intelligence, The - Intelligence, Surveillance and Secret Warfare Eirik Johan Kristoffersen - Jegerånden - å lede i fred, krise og krig Follow Peter Warren on X / Twitter and Podcast: X: https://twitter.com/petercwarren Podcast: www.tiderpenger.no This episode is produced by Nomono: Tools for great storytelling Partnership, recruitment & Ad enquiries? For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com Follow Vonheim on X / Twitter and YouTube: YouTube: Christopher Vonheim X / Twitter: @chrisvonheim Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:01:56:21

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#171 Althea Spinozzi (Highlight) - Recession, Greed, And Outrageous Predictions

10/24/2023
Althea Spinozzi is a Fixed Income Strategist at Saxo Bank. Althea is an expert in fixed income research for Saxo Bank and works directly with clients to help them select and trade bonds. She has a background in leveraged debt, and is particularly focused on high-yield and corporate bonds with attractive risk and return. Follow Althea on Twitter: https://twitter.com/Altheaspinozzi Partnership, recruitment & Ad enquiries? For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com Follow Vonheim on X / Twitter and YouTube: YouTube: Christopher Vonheim X / Twitter: @chrisvonheim Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:09:31

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#171 Althea Spinozzi - How To Invest In Bonds, Fixed Income Returns 2023, Duration, High Yield Bonds & Saxo Bank

10/16/2023
Althea Spinozzi is a Fixed Income Strategist at Saxo Bank. Althea is an expert in fixed income research for Saxo Bank and works directly with clients to help them select and trade bonds. She has a background in leveraged debt, and is particularly focused on high-yield and corporate bonds with attractive risk and return. Follow Althea on Twitter: https://twitter.com/Altheaspinozzi 00:00 - Denmark 00:55 - Althea's start in finance 03:00 - Learnings from Mexico 04:00 - The story behind "The Bond Girl" nickname 05:05 - What is the bond market? 07:39 - What do people misunderstand about bonds? 11:50 - The two biggest risks when you invest in bonds 17:00 - How US rates defines the world economy 20:33 - Impossible to predict finance markets 23:35 - Who should invest in bonds? (age, risk profile, wealth) 27:50 - What bond options should you consider? (ETF VS Cash Bonds) 32:00 - Who are the biggest players in The Fixed Income Market? 34:00 - What will a recession do with the bond market? 39:40 - Saxo's Outrageous Predictions Partnership, recruitment & Ad enquiries? For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com Follow Vonheim on X / Twitter and YouTube: YouTube: Christopher Vonheim X / Twitter: @chrisvonheim Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:43:23

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#170 Mikael Skov (Highlight) - How To Pursue Shipping & Fulfill Your Goals

10/5/2023
Mikael Skov is Co-Founder and CEO of Hafnia. Mikael has more than 33 years of experience in the shipping industry. Prior to establishing Hafnia Tankers, Mikael held various positions over his 25-year career at Torm, of which the last two years he served as CEO. Mikael is a board member of Clipper Group Ltd. and was an industry representative of the Danish Maritime Strategy Team established by the Ministry of Industry, Business and Financial Affairs. Follow Mikael Skov and Hafnia Mikael's LinkedIn: rb.gy/86lys Hafnia: https://hafniabw.com/ Books Recommended: https://www.amazon.com/World-Sale-Javier-Blas/dp/0190078952 https://www.amazon.com/Red-Notice-Bill-Browder-audiobook/dp/B00T567KIA Partnership, recruitment & Ad enquiries? For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com Follow Vonheim on X / Twitter and YouTube: YouTube: Christopher Vonheim X / Twitter: @chrisvonheim Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:03:26

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#170 Mikael Skov - Hafnia, Product Tankers, Shipping, Entrepreneurship, Scaling, Leadership, Culture, And Career Advice

9/25/2023
Mikael Skov is Co-Founder and CEO of Hafnia. Mikael has more than 33 years of experience in the shipping industry. Prior to establishing Hafnia Tankers, Mikael held various positions over his 25-year career at Torm, of which the last two years he served as CEO. Mikael is a board member of Clipper Group Ltd. and was an industry representative of the Danish Maritime Strategy Team established by the Ministry of Industry, Business and Financial Affairs. 00:00 - Norway 00:30 - Why is Denmark great at shipping? 01:40 - Mikael's time at TORM, and key lessons 04:25 - Why start Hafnia Tankers? 08:22 - Don't lose money on your first deal 10:40 - Why did Hafnia become a huge success? 13:50 - Flexible versus scale in shipping 15:00 - How does the tanker market work? 22:00 - How long will the rates be strong? 24:25 - The biggest moat you can get in shipping 29:10 - What's the Hafnia culture? 32:40 - Founder versus CEO role 35:15 - How to transition shipping to green solutions? 41:20 - Biggest stories in shipping (China, Taiwan, New Trade Routes) 43:30 - Mikael's book tips (Red Notice by Bill Browder and The World For Sale by Javier Blas) 45:00 - Career and life advice Follow Mikael Skov and Hafnia Mikael's LinkedIn: rb.gy/86lys Hafnia: https://hafniabw.com/ Books Recommended: https://www.amazon.com/World-Sale-Javier-Blas/dp/0190078952 https://www.amazon.com/Red-Notice-Bill-Browder-audiobook/dp/B00T567KIA Partnership, recruitment & Ad enquiries? For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com Follow Vonheim on X / Twitter and YouTube: YouTube: Christopher Vonheim X / Twitter: @chrisvonheim Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:48:51

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#169 Svein Harald Øygard (Highlight) - Hvordan Lykkes I Brasil?

9/11/2023
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 Finance Podcast om renter: Vett og Vitenskap med med Gaute Einevoll 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.

Duration:00:16:27