Episodes
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...
Published 04/23/24
Published 04/23/24
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...
Published 03/06/24
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...
Published 02/26/24
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...
Published 02/14/24
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...
Published 02/06/24
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...
Published 02/01/24
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...
Published 01/23/24
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 -...
Published 01/15/24
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 [email protected] or...
Published 01/09/24
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...
Published 01/03/24
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...
Published 12/06/23
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...
Published 12/04/23
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 [email protected] or use the contact form at www.christophervonheim.com Follow Vonheim on X / Twitter and YouTube: YouTube: Christopher Vonheim X /...
Published 11/13/23
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...
Published 11/02/23
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...
Published 10/24/23
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...
Published 10/16/23
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...
Published 10/05/23
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...
Published 09/25/23
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...
Published 09/11/23
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...
Published 09/04/23
Geir Førre er en av Norges fremste grundere. Han har bygget opp tre ulike teknologi-selskaper til milliard-virksomheter, og bruker nå sin kompetanse til å investere i Norges neste entreprenører. I denne episoden får du høre om erfaringene Geir har samlet opp på veien, og hvordan han ønsker å utvikle selskaper fremover. Episoden er også tilgjengelig på YouTube. Disclaimer All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the...
Published 08/23/23
Geir Førre er en av Norges fremste grundere. Han har bygget opp tre ulike teknologi-selskaper til milliard-virksomheter, og bruker nå sin kompetanse til å investere i Norges neste entreprenører. I denne episoden får du høre om erfaringene Geir har samlet opp på veien, og hvordan han ønsker å utvikle selskaper fremover. Episoden er også tilgjengelig på YouTube. 00:00 - Om oppveksten i Førre, bondevett og utdannelse 04:40 - Få har en masterplan i livet sitt og historien til Chipcon AS 05:25 -...
Published 08/14/23
Philip Eystein Fjeld has been working in the natural gas industry since 2002 when he joined Hoegh LNG, an LNG ship owner in Oslo. He later co-founded Flex LNG together with Jostein Ueland and Trym Tveitnes. The company was later bought by the John Fredriksen system. Philip then decided to start CNG Fuels in 2014. Which today operates the UK’s largest CNG refuelling network. RTFS was founded in 2017 and is Europe’s largest supplier of unsupported biomethane to the transport sector. The two...
Published 08/10/23
Philip Eystein Fjeld has been working in the natural gas industry since 2002 when he joined Hoegh LNG, an LNG ship owner in Oslo. He later co-founded Flex LNG together with Jostein Ueland and Trym Tveitnes. The company was later bought by the John Fredriksen system. Philip then decided to start CNG Fuels in 2014. Which today operates the UK’s largest CNG refuelling network. RTFS was founded in 2017 and is Europe’s largest supplier of unsupported biomethane to the transport sector. The two...
Published 08/07/23