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

19:33

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.…

Vonheim

1
#190 Eirik Haavaldsen (Highlight) - How To Invest In Shipping, And Succeed In Finance? 15:00

il y a environ 14 jours15:00

15:00

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.…

Vonheim

1
#190 Eirik Haavaldsen - Shipping Stocks 2025, Containers, Ro-Ro, LNG, LPG, Dry Bulk, Tankers, Valuations 1:08:58

il y a 4 weeks1:08:58

1:08:58

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.…

Vonheim

1
#189 Svein Moxnes Harfjeld (Highlight) - The Story Of DHT And Partnership With Trygve Munthe 14:26

il y a 7 weeks14:26

14:26

Vonheim

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

il y a 8 weeks1:07:17

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.…

Vonheim

1
#188 Bernt Berg-Nielsen - How To Invest In 2025, Buffett And Munger Lessons, Nordic Stocks, Books 51:00

il y a 15 weeks51:00

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.…

Vonheim

1
#187 Oystein Kalleklev - Avance Gas, Flex LNG, Shipping Investing 2025, Dark Fleet, Energy Markets, Books 56:09

il y a 18 weeks56:09

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.…

Vonheim

1
#186 Lars Christian Skarsgård - Belships, Shipping, Dry Bulk, Ship Buying, Japan, Strategy, Career Advice 56:15

il y a 22 weeks56:15

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.…

Vonheim

1
#185 Steen Jakobsen - US Election, Investing 2025, Energy, Shipping, Saxo Bank, Mentoring 45:59

il y a 24 weeks45:59

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.…

Vonheim

1
#184 Nicolai Heidenreich (Highlight) - How To Build A Shipping Fund 18:46

il y a 27 weeks18:46

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.…

Vonheim

1
#184 Nicolai Heidenreich | Marine Money, Investing, Shipping Fund, NRP Maritime, Career, Fundraising 55:49

il y a 29 weeks55:49

55:49

Vonheim

1
#183 Joakim Hannisdahl - Investing In Shipping 2024, And Founding Gersemi Asset Management (Live From Marine Money) 28:48

il y a 46 weeks28:48

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.…

Vonheim

1
#182 Helen Czerski - Writing The Book Blue Machine, Ocean Science, How To Learn, Advice For Career 47:51

il y a 46 weeks47:51

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.…

Vonheim

1
#181 Engebret Dahm - Klaveness Combination Carriers, Combination Strategies, Commodities, Dry Bulk, Tankers, Decarbonizing Shipping, Culture & Innovation 51:51

il y a 48 weeks51:51

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.…

Vonheim

1
#180 Magnus Halvorsen - 2020 Bulkers, Shipping Lessons, Dry Bulk In 2024, Commodities, China And Investing 42:15

il y a 51 weeks42:15