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

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#189 Svein Moxnes Harfjeld | DHT, Tanker Market 2025, Oil, Trygve Munthe, Capital Strategy, Shipping Investing 1:07:17

20 дней назад1:07:17

1:07:17

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

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#188 Bernt Berg-Nielsen - How To Invest In 2025, Buffett And Munger Lessons, Nordic Stocks, Books 51:00

9 weeks назад51:00

51:00

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

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#187 Oystein Kalleklev - Avance Gas, Flex LNG, Shipping Investing 2025, Dark Fleet, Energy Markets, Books 56:09

12 weeks назад56:09

56:09

Oystein Kalleklev is the CEO of Flex LNG and Avance Gas, and comes back for a Christmas Special to cover shipping, investing and other interesting stories. Let us know what you think of the episode and share it with friends and network! 00:00 - Avance Gas 12:10 - Flex LNG And LNG Markets Ahead 24:10 - How To Finance Shipping, and Debt Structures 32:20 - The Dark Fleet In Shipping 37:00 - Qatar Energy and EU regulations 39:15 - Shipping Investing In 2025 31:10 - How to Make Shipping More Green? 45:30 - How To Get Things Done and Houston! 48:08 - Impressive Shipping Companies In 2024 (Belships, 2020 Bulkers, DHT) 49:10 - Merch and Books Recommendations Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Hosted on Acast. See acast.com/privacy for more information.…

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#186 Lars Christian Skarsgård - Belships, Shipping, Dry Bulk, Ship Buying, Japan, Strategy, Career Advice 56:15

17 weeks назад56:15

56:15

Lars Christian Skarsgård is the CEO of the shipping company Belships, listed on the Oslo Stock Exchange. Lars Christian is one of the most respected profiles within the shipping industry and it was great fun to have in back for part 2 in the Vonheim podcast. Let us know what you think of the episode! 00:00 - Introduction and US Predictions 02:36 - The Belships Success Story 07:25 - Market Dynamics in Dry Bulk and Different Ships 09:00 - The Business Strategy for Belships Ahead 13:00 - How to Make a Good Ship Purchase? 20:25 - Buying Ships from Japan, and the edge of Japanese ship building 31:10 - How to Make Shipping More Green? 35:45 - Belships Compared with 2020Bulkers and Golden Ocean 39:45 - Can Belships be Sold? 44:35 - The Dry Bulk and Ultramax Demand Ahead 50:25 - Career Advice and Book Recommendations Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.…

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#185 Steen Jakobsen - US Election, Investing 2025, Energy, Shipping, Saxo Bank, Mentoring 45:59

18 weeks назад45:59

45:59

Steen Jakobsen’s career includes pivotal roles at institutions such as Chase Manhattan, UBS, Christiania Bank, and Saxo Bank where he is recognised for his expertise in markets and trading. Steen is renowned for his annual "Outrageous Predictions" report, which challenges conventional market wisdom and stimulates critical thinking about potential economic scenarios. Steen also serves at several boards including Flex LNG and Frontline. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.…

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#184 Nicolai Heidenreich (Highlight) - How To Build A Shipping Fund 18:46

21 weeks назад18:46

18:46

Nicolai Heidenreich is the managing partner of NRP Maritime Asset Management and has over 25 years of experience within the maritime and shipping sector. Since 2012 he has managed several portfolios of shipping and offshore investments worth in excess USD 150 million. Prior to NRP, Heidenreich was a partner at Pareto Project Finance and also worked for Marine Money. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.…

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#184 Nicolai Heidenreich | Marine Money, Investing, Shipping Fund, NRP Maritime, Career, Fundraising 55:49

24 weeks назад55:49

55:49

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#183 Joakim Hannisdahl - Investing In Shipping 2024, And Founding Gersemi Asset Management (Live From Marine Money) 28:48

40 weeks назад28:48

28:48

This is a conversation that took place at Marine Money conference last week. Joakim Hannisdahl shares his journey as a shipping investor, and why he started the shipping hedgefund Gersemi Asset Management. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Twitter: https://twitter.com/ChrisVonheim Christopher Vonheim on Web: https://christophervonheim.com Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.…

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#182 Helen Czerski - Writing The Book Blue Machine, Ocean Science, How To Learn, Advice For Career 47:51

41 weeks назад47:51

47:51

Helen Czerski is a British physicist, oceanographer and television presenter. Czerski is an associate professor in the department of mechanical engineering at University College London. She has also recently released her book Blue Machine, a fascinating read about the ocean and how it shapes our world, how it impacts our lives and how it helps us today. Helen's book: Blue Machine Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Twitter: https://twitter.com/ChrisVonheim Christopher Vonheim on Web: https://christophervonheim.com Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.…

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#181 Engebret Dahm - Klaveness Combination Carriers, Combination Strategies, Commodities, Dry Bulk, Tankers, Decarbonizing Shipping, Culture & Innovation 51:51

42 weeks назад51:51

51:51

Engebret Dahm has more than 30 years’ experience in the shipping and finance industries, and is the CEO of Klaveness Combination Carriers (KCC). Prior to that he was the CEO of Norwegian Car Carriers AS and he worked in the period 1998-2000 for Crédit Agricole CIB in Paris. KCC has a unique fleet that consists of eight CABU combination carriers and eight CLEANBU combination carriers, with three CABU newbuilds arriving in 2026. 00:00 - Why Work In Shipping? 00:50 - Klaveness Combination Idea And Legacy 06:45 - Klaveness Fleet Concepts And Learnings 15:40 - The Difficult Times For KCC (CLEANBU Expansion) 22:30 - Markets Ahead For Dry Bulk And Product Tankers 30:50 - Leadership And Culture In Klaveness 35:10 - Talent Development And Attracting The Best People 37:50 - How To Decarbonise Shipping? 41:40 - The Future Shipping Fuel 43:20 - Wilhelmsen And Wallenius Wilhelmsen 44:15 - Startups And New Ideas In Shipping 47:05 - Quick Fire: (Leading Shipping Cities, Shipyard Nations, And Book Recommendation) Recommended author and book: Haruki Murakami - Killing Commendatore Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Twitter: https://twitter.com/ChrisVonheim Christopher Vonheim on Web: https://christophervonheim.com Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.…

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#180 Magnus Halvorsen - 2020 Bulkers, Shipping Lessons, Dry Bulk In 2024, Commodities, China And Investing 42:15

46 weeks назад42:15

42:15

It was fantastic to visit Magnus Halvorsen to record our third podcast episode. The topics are under: 00:00 - The Latest From 2020 Bulkers 03:03 - The History And Lessons From 2020 Bulkers 10:55 - Discipline In Shipping, Fleet Decisions And China 17:45 - Tankers And Oil Versus Capsize And Dry Bulk 21:20 - Dry Bulk Market 2024 (China, Brazil, Australia) 27:10 - Commodities Trends (Different Mining Strategies) 30:10 - Shipping Fuels For The Future 33:00 - Investing Ideas, AI, And The Global Economy 35:05 - 2020 Bulkers Lessons, And Career Advice Magnus Halvorsen is the co-founder of 2020 Bulkers and served as the CEO of ‘2020 Bulkers Management AS’ from January 2019 until February 2022. Today he is the Chairman of the company. Prior to establishing 2020 Bulkers, Mr. Halvorsen had a 15 year long career in finance. He worked for Pareto Securities during 2003 – 2009 where he was a Partner and responsible for Pareto’s US operations, including serving as a Chairman for their US JV, Nordic Partners. He was also a Partner and Head of Capital markets for Clarksons Platou Securities (formerly Platou Markets). Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers. Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Twitter : https://twitter.com/ChrisVonheim Christopher Vonheim on Web : https://christophervonheim.com Disclaimer: All opinions expressed by Christopher Vonheim or his guests on this podcast are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This podcast is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.…

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#179 Lars Barstad - Frontline, Euronav-Deal, Tanker Party, Middle East, Shadow Fleet, Stock Valuation, New Technology, Career Advice 1:04:45

1 year назад1:04:45

1:04:45

Lars Barstad is the CEO of Frontline, one of the world leaders in the international seaborne transportation of crude oil. This is the second time Lars Barstad appears on Vonheim, and the first time was a fan-favorite episode. 00:00 - Geo Politics 05:47 - Frontline View On The Market 10:25 - The Euronav-deal 14:45 - The Frontline Machine 19:30 - Tanker Market: Where Are We In The Supercycle? 27:15 - What Are The Most Exciting Market Trends Ahead? 32:25 - The Shadow Fleet (Why, How And What Now?) 38:10 - Big Shifts In Power Balance? 43:40 - The Frontline Strategy Ahead And Stock Price 50:31 - Most Interesting Crude Markets Ahead 54:15 - Most Impressive Shipping Companies Besides Frontline? 55:50 - How To Succeed In Shipping? 59:55 - Green Technology And Fuel In Shipping 1:02:40 - Book Recommendation Topics we cover: Euronav-Deal, Tanker Markets Ahead, Middle East, Shadow Fleet, Stock Valuations, Other Impressive Shipping Companies, New Technology And Much More. We hope you like this episode, and share it on social media and to your friends and network. Follow Lars Barstad on X. Lars Barstad Partnership, recruitment & Ad enquiries? For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com Follow Vonheim on X and YouTube: YouTube: Christopher Vonheim X / Twitter: @chrisvonheim Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.…

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#178 Morten Astrup - Hunter Group, Tankers, Oil Service, DOF, Brazil, Offshore Wind, Gram Car Carriers, Inflation, Bonds 42:55

1 year назад42:55

42:55

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 11:3 0 - 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 24:3 5 - Inflation, War Economy And Interest Rates 27 :30 - US Election And Recession Fear 29 : 00 - The Five Risks In High Yield Investing 35:30 - Quick Fire (India, Saudi, Stocks, Bitcoin, Travel Destinations) This is the third time Morten joins the Vonheim podcast, the two previous ones have been recorded in Norwegian. Let us know what you think about the episode, and share it with your network. You can follow Morten Astrup on LinkedIn. LinkedIn Profile Partnership, recruitment & Ad enquiries? For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com Follow Vonheim on X and YouTube: YouTube: Christopher Vonheim X / Twitter: @chrisvonheim Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only. Hosted on Acast. See acast.com/privacy for more information.…

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#177 Aristidis Alafouzos - Okeanis Eco Tankers, Shipping Investing, US Listing ($ECO), Tankers, Crude, Greece, Books 43:43

1 year назад43:43