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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,...

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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#203 Anthony Whitworth - My Lessons And Principles After 50 Years In Shipping

4/2/2026
In this Vonheim interview, Anthony Whitworth shares powerful insights from five decades in the maritime industry. We dive into the untold stories, hard-earned lessons, and the realities of working in one of the most demanding and dynamic sectors in the world. 💡 In this interview, you’ll learn: - How the global shipping industry really works - How the dry bulk market work - Lessons on resilience, leadership, and long-term success - Behind-the-scenes stories of selling and buying companies Whether you're interested in business, global trade, or life stories, this conversation offers a look inside an industry that shapes our everyday lives. 📘 Check out Whitworth's book The Saltwater Highway to go even deeper into Tony’s journey and the world of shipping: https://www.anthonyrwhitworth.com Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Hosted on Acast. See acast.com/privacy for more information.

Duration:01:05:34

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#202 Svein Ringbakken - War, Terror & Piracy: What Maritime Leaders Must Prepare For In 2026

3/23/2026
In this episode of Vonheim, we sit down with Svein Ringbakken, CEO of DNK, a leading provider of war risk insurance for the maritime industry, to break down the rapidly evolving threat landscape facing the maritime industry. From escalating tensions in the Middle East to rising risks of terrorism and piracy, we explore what these developments mean for global shipping, trade routes, and maritime operators. What risks should companies prepare for, and what does the future hold? Leave a comment if you like the episode, and share your feedback with me. It helps the channel! Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:53:41

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#201 Andreas von der Heide - We Have Entered A New World Order - What's Next?

3/11/2026
Andreas von der Heide is the founder and CEO of the Swedish geopolitical advisory firm Consilio International, and one of the most recognized geopolitical experts in the Nordics. In this conversation, we discuss the major geopolitical shifts shaping the world today. From global power competition and economic tensions to the long-term direction of international politics. What does the next decade look like? Are we entering a new global order? And how should businesses and leaders prepare for a more uncertain world? I hope you enjoy the conversation. Feel free to share your thoughts, feedback, and ideas in the comments. You can reach Andreas on LinkedIn and X. X: https://x.com/AvdelningH LinkedIn: Andreas von der Heide And also check out Geopodden: https://geopodden.se/ Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:47:11

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#200 Harald Fotland - Odfjell, Chemical Tankers, South America, Biofuel, Japan Investments, Shipping Cycles, Career Advice

2/3/2026
Harald Fotland is the CEO of Odfjell, one of the world’s leading chemical tanker and logistics companies. With decades of experience in international shipping, Harald has played a key role in navigating Odfjell through complex markets while driving innovation, sustainability, and operational excellence. In this episode, we sit down with Harald to talk about chemical tankers, leadership, and what it takes to run a global maritime company in a rapidly changing world. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Web: https://christophervonheim.com Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:01:02:04

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#199 Sturla Henriksen - Scuba Diving, Ocean Economy, US Strategy, China's Dominance, IMO, Arctic Tensions

12/15/2025
Sturla Henriksen is a leading voice on ocean economy and maritime development, with decades of experience across shipping, maritime, and international institutions. He is also the author of The Ocean: How It Has Formed Our World – and Will Shape Our Destiny. In this episode we cover ocean economy, geopolitics, shipping, and what's next in our new multipolar world. Hope you enjoy it, and leave a comment under! Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:01:13:48

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#198 Lars Barstad (Highlight) - The Frontline Investment Case 2026

12/8/2025
Lars Barstad is the CEO of Frontline. The biggest listed tanker company in the world. Tune in for a masterclass in shipping and commodities, and leave a comment under the video if you find it interesting! Are you bull or bear on the tanker market heading into 2026? The episode is also available on YouTube. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:31:58

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#198 Lars Barstad - Frontline, Oil Demand, Geopolitics, Investing, "Old School" Bull Market, Expectations For 2026

12/3/2025
00:00 - Intro 02:30 - Peak Oil When? 07:10 - Too Much Oil In The Market Now? 09:40 - OPEC Decisions (Market Share Vs Price) 15:20 - Geopolitics (Black Sea, Middle East) 21:47 - Frontline Investment Case 37:10 - Price Taker VS Price Maker In Shipping 44:20 - Bull And Bear Case For Tankers 2026 56:40 - Leadership, Culture And Mindset 1:03:15 - AI In Shipping 1:06:30 - How To Build A Career? 1:10:50 - Read FT, And Book Recommendations 1:12:55 - Final Reflections Lars Barstad is the CEO of Frontline. The biggest listed tanker company in the world. Tune in for a masterclass in shipping and commodities, and leave a comment under the video if you find it interesting! Are you bull or bear on the tanker market heading into 2026? The episode is also available on YouTube. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:01:15:37

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#197 James Lightbourn - Maritime Investments, Trump Orders, CoolCo, Tankers, LNG, gCaptain, Career Advice

11/12/2025
00:00 - Intro And Shipping Bug 02:30 - Airlines VS Shipping 06:55 - Biggest Shipping Stories In 2025 10:45 - Can US Become A Maritime Super Power? 18:20 - Where To Invest Now? 24:20 - CoolCo Going Private 28:30 - Biggest Mistake When Investing In Shipping! 30:35 - Best And Worst Segment In 2026? 39:15 - How To Make It In Shipping? 50:30 - Favorite Books 52:15 - Final Reflections James Lightbourn is a shipping financier, founder of Cavalier Shipping and author of Freight + Fortune. A must follow if you are into the maritime and shipping industry! In this conversation we cover politics, investing and best-practice in building a shipping career. Hope you like the conversation, and follow James on LinkedIn and Substack (Freight + Fortune). Follow the newsletter here: https://substack.com/@cavaliershipping Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Hosted on Acast. See acast.com/privacy for more information.

Duration:00:55:54

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#196 Morten Astrup - Nordic Stocks 2025, Ellos, Hunter Group, Tromsø, Svalbard, Verbier, Investing Principles, Arne Næss jr.

9/29/2025
Morten Astrup is one of the most active investors in the Nordic capital markets. He also runs Storm Capital Management, and Storm Bond Fund. We cover plenty of topics in this conversation, and we would love your feedback on investment cases and other topics we discuss. Please share the episode, and comment under the episode if you enjoy it! It helps us reach more people. 00:00 - US Tech (Bubble?) 04:30 - Investment In Ellos (Retail) 09:25 - Interest Rates Going Forward 13:55 - What Makes A Great Investor? 20:15 - Morten Astrup's Investment Philsophy 22:15 - Nordic Stocks 2025 (Ideas) 29:10 - Habits And Routines 31:00 - Tourism (Tromsø, Svalbard, Verbier) 37:14 - Hotel Investing In Verbier 39:45 - Living In Switzerland (pros and cons) 41:27 - Morten's Scorecard? (money vs. passion) 45:40 - Mentors And Arne Næss jr. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:49:31

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#195 Kristian Sørensen - Shipping, Investing, BW LPG, US Export, India, China, Andreas Sohmen-Pao, Career Advice

9/24/2025
00:00 - Geo-Politics And Investor Questions 06:12 - The LPG Market (US, Asia, Middle East) 15:45 - The Order Book In VLGCs 19:50 - Buying The Avance Fleet 25:15 - Andreas Sohmen-Pao and BW Group 29:05 - The Business Opportunity In India 35:25 - Pure Play Or Diversify? 42:00 - Europe VS US Investors 47:00 - Leadership And Culture 51:30 - Career Advice: How To Make It In Shipping? 1:00:35 - Impressive Shipping CEOs (Kalleklev, LC Skarsgård, LC Svensen) 1:02:40 - Favorite Books 1:04:20 - Final Reflections Kristian Sørensen is the CEO of BW LPG, a leader in LPG shipping with the world's largest fleet of Very Large Gas Carriers. In this episode, we discuss market topics, leadership, geopolitics, and advice for people wanting to succeed in shipping. If you like the episode, please comment, and share it with friends and network. It helps us reach more people, and make better episodes in the future! Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:01:06:33

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#194 Alexander Saverys - CMB. TECH, John Fredriksen Deals, Golden Ocean, Africa, Green Fuels, Investing, Career Advice

8/18/2025
00:00 - Intro (Trump, Tariffs, Geo-Politics) 02:08 - Shipping Deals With John Fredriksen (Frontline / Golden Ocean) 11:02 - CMB.TECH Investment Case 18:20 - Investing In The Production Of Green Fuels 21:30 - Africa Is The Future For Maritime! 26:45 - Exmar And The Future Of LPG And LNG 28:29 - The Saverys History, And Family Lessons 32:20 - Delphis - I Started My Own Shipping Company! 36:05 - Shipping Markets And Segments Ahead 42:20 - Becoming A Blue Ship Company 47:20 - Career And Life Advice 54:40 - Final Reflections Alexander Saverys is the CEO of CMB.TECH and one of the leading voices in the global shipping industry. Coming from Belgium’s influential Saverys family, Alex has transformed the century-old CMB into a pioneer of zero-emission shipping, betting big on hydrogen and ammonia as future fuels. With bold moves like acquiring Golden Ocean, CMB Tech is on a journey to reshape the maritime sector into a greener era. Let us know what you think of the episode, all comments, likes and shares helps this channel massively. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Web: https://christophervonheim.com Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:57:28

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#193 Lars-Christian Svensen (Highlight) - How To Build A Successful Career In Maritime And Business?

7/14/2025
Lars-Christian Svensen is the CEO of Himalaya Shipping, 2020 Bulkers and Andes Tankers. All projects and stock-listed companies built up by Tor Olav Trøim and Magnus Halvorsen. In this episode, we discuss the current shipping markets, and why Dry Bulk is an interesting segment ahead. Let us know what you think of the episode in the comments! Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Twitter: / chrisvonheim Christopher Vonheim on Web: https://christophervonheim.com Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:11:51

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#193 Lars-Christian Svensen - Himalaya Shipping, 2020 Bulkers, Dry Bulk, Investing, Magnus Halvorsen, Tor Olav Trøim, VLCC

7/7/2025
00:00 - Investors in New York 03:14 - Being CEO of Himalaya Shipping and 2020 Bulkers 08:00 - Skin In The Game 09:00 - Dry Bulk Shipping In 2025 20:00 - Coal, China And Green Fuels 22:52 - Black And Grey Swans For Shipping Ahead 24:48 - Belships VS Capesize (Himalaya and 2020 Bulkers) 28:10 - Successful Systems In Shipping 29:05 - Career Advice From Lars-Christian 34:15 - Lessons from Magnus Halvorsen 35:40 - Quick Fire Questions (Middle East, Books, Newspapers, Travel) Lars-Christian Svensen is the CEO of Himalaya Shipping, 2020 Bulkers and Andes Tankers. All projects and stock-listed companies built up by Tor Olav Trøim and Magnus Halvorsen. In this episode, we discuss the current shipping markets, and why Dry Bulk is an interesting segment ahead. Let us know what you think of the episode in the comments! Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Twitter: / chrisvonheim Christopher Vonheim on Web: https://christophervonheim.com Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:40:24

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#192 Joakim Hannisdahl - Shipping Stocks 2025, Investing Ideas, Oil Tankers, VLGC, Containers And Shipping Cycles

6/3/2025
00:00 - Learnings So Far In 2025 00:00 - Intro Of Joakim Hannisdahl 04:45 - How To Become A Shipping Investor? 10:10 - How To Overcome Losses 18:20 - How To Short Shipping Stocks 21:45 - Instruments To Trade In Shipping 24:28 - Shipping Markets (Car Carriers And Containers) 31:00 - Tankers And VLGCs 40:05 - Tankers Markets And Crude Oil 49:00 - Gersemi Asset Management Ambition Joakim Hannisdahl is a shipping investor and the founder and CEO of Gersemi Asset Management. Tune in for a great conversation about investing, shipping, and macro markets. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Twitter: / chrisvonheim Christopher Vonheim on Web: https://christophervonheim.com Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:51:54

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#191 Constantin Baack - MPC Container Ships 2025, US Tariffs, Methanol, Container Markets, And Red Sea

4/7/2025
Constantin Baack is the CEO of MPC Capital and MPC Container Ships, a leading player in a niche shipping segment in the container markets. We sat down in Haugesund to discuss the christening of the new vessel NCL Vestland, and how Constantin sees the shipping market ahead. Let us know what you think of the episode and share it with friends and network! Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:19:33

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

4/2/2025
Eirik Haavaldsen is Head of Research at Pareto, and one of leading experts on shipping stocks. In this episode, we analyse all shipping segments for 2025, and learn how Eirik finds value in different types of maritime companies. Let us know what you think of the episode, and please comment and share the interview with friends and network. It helps more than you can imagine! Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:15:00

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

3/17/2025
00:00 - Learnings So Far In 2025 07:28 - Container Markets 12:25 - Car Carrier And Ro-Ro Markets 19:23 - Gas Markets (LNG and LPG) 22:27 - Golar LNG 26:20 - LPG Ahead 28:25 - John Fredriksen Golden Ocean Exit 33:10 - Dry Bulk Markets Ahead 40:05 - Tankers Markets And Crude Oil 46:30 - How To Value A Shipping Company 51:44 - Best Question To Ask Shipping CEOs? 54:33 - How To Make A Career In Shipping And Finance? 01:00:44 - Most Impressive Shipping CEOs And Companies? 01:03:50 - List A Shipping Company In Oslo or New York? 01:05:50 - Favorite Books From Eirik Haavaldsen (Fiction) Eirik Haavaldsen is Head of Research at Pareto, and one of leading experts on shipping stocks. In this episode, we analyse all shipping segments for 2025, and learn how Eirik finds value in different types of maritime companies. Let us know what you think of the episode, and please comment and share the interview with friends and network. It helps more than you can imagine! Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Hosted on Acast. See acast.com/privacy for more information.

Duration:01:08:58

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

2/26/2025
Svein Harfjeld is the CEO of DHT, a tanker company listed in New York Stock Exchange. Svein Harfjeld has more than 30 years of experience in the shipping industry. Prior to joining DHT, he was with the BW Group, where he held senior management positions including CEO of BW Offshore, Director of Bergesen and Director of World-Wide Shipping. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:14:26

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

2/17/2025
Svein Harfjeld is the CEO of DHT, a tanker company listed in New York Stock Exchange. Svein Harfjeld has more than 30 years of experience in the shipping industry. Prior to joining DHT, he was with the BW Group, where he held senior management positions including CEO of BW Offshore, Director of Bergesen and Director of World-Wide Shipping. 00:00 - Tanker Market 2025 07:12 - Tanker Supply And Shadow Fleet 12:25 - Shipping Demand For Oil (China, Russia, Iran) 20:30 - Worst Case Scenario For Tankers? 22:20 - Will Shipping Use Green Fuels? 30:35 - The Story Of DHT And Critical Moments 41:08 - The Partnership With Trygve Munthe 46:00 - DHT VS Other Tanker Companies 51:54 - Scorpio Tankers And Investors In DHT 53:20 - The Frontline Story 57:00 - How To Succeed In Shipping 01:01:45 - Favorite Books To Read 01:03:40 - Andreas Sohmen-Pao And Maria Angelicoussis Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:01:07:17

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

1/1/2025
Bernt Berg-Nielsen is an investor and portfolio manager in Stolt Explorer. Bernt operates a fund inspired by lessons from Warren Buffett, with a special focus on the Nordics and Global equities. Follow Bernt on X: https://x.com/berg_bernt 00:00 - Why Become An Investor? 03:00 - Lessons From The Financial Crises 2008 08:15 - Interest Rates VS Stock Performance 11:15 - What Makes A Great Investor? 15:35 - Warren Buffett and Omaha Annual Event 18:10 - How To Allocate Capital? 21:30 - Passive Versus Active Investing 23:50 - How To Find Great Stocks With Moats? 30:45 - Kongsberg Gruppen 36:30 - DSV VS Maersk 38:40 - Novo Nordisk 40:40 - The Norwegian Salmon Industry 43:00 - Goals Ahead for Stolt Explorer 48:25 - Book Recommendations Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Twitter: https://twitter.com/ChrisVonheim Christopher Vonheim on Web: https://christophervonheim.com Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:51:00