Vonheim

Epizode

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  #209 Alexander Saverys - CMB.TECH Update, Tankers, Dry Bulk And What's Next For Shipping? 10.09.2026 15min

  In this episode, I sit down with Alexander Saverys, CEO of CMB.TECH, to talk tankers, dry bulk, the company's recent ship sales, and what investors can expect from CMB.TECH going forward.CMB.TECH is an Belgium and Oslo-based shipping group with a fleet of 200+ vessels spanning tankers, dry bulk, and offshore assets, plus a newbuilding program aimed at future-proofing the fleet. The company has diversified beyond tankers in recent years, including its acquisition of Golden Ocean in dry bulk. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy the episodes, 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. Leave a positive comment if you want to support the show!Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVRListen to Vonheim on Apple Podcasts: https://apple.co/39125GbChristopher Vonheim on Twitter: https://twitter.com/ChrisVonheimChristopher Vonheim on Web: https://christophervonheim.comDisclaimer: 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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  #208 Jorgen Lian - Hormuz, Panama Canal, China's Playbook And Shipping Stocks 2026 24.08.2026 1h 11min

  Jørgen Lian is a shipping equity analyst at DNB and one of the most respected voices in the sector. We cover geopolitics and the situation in Hormuz, the Panama Canal, and the key issues facing each shipping segment, and where Jørgen sees the most interesting investment ideas right now.Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy the episodes, 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. Leave a positive comment if you want to support the show! Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVRListen to Vonheim on Apple Podcasts: https://apple.co/39125GbChristopher Vonheim on Twitter: https://twitter.com/ChrisVonheimChristopher Vonheim on Web: https://christophervonheim.comDisclaimer: 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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  #207 Bernt Berg-Nielsen - Nordic Stocks, AI Investments, South Korea, Shipping Lessons, Warren Buffett 03.07.2026 50min

  00:00 - Intro - Investment Lessons From 202603:00 - How Stolt Invests In Equities06:15 - Omaha Trips And Warren Buffett12:45 - When To Sell A Stock?15:55 - How To Invest In AI Revolution?19:30 - Impressive Nordic Energy Companies27:30 - Shipping Lessons In AI31:40 - South Korea Stock Mania 36:10 - Poor Investments In 2026?38:30 - How To Succeed As A Fund Manager?47:30 - Book and Podcast RecommendationBernt Berg Nielsen manages the Stolt Explorer fund, one of Norway's most conviction-driven, and flexible equity funds. In this episode, we sit down to talk about how to invest in 2026, the AI economy, why Korea's 200% rally could end badly, and the quiet industrial compounders nobody is talking about. Tune in for timeless investment principles, honest market views, and a few summer reading tips! Hope you enjoy it, and leave feedback 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/3vKLfVRListen to Vonheim on Apple Podcasts: https://apple.co/39125GbChristopher Vonheim on Twitter: https://twitter.com/ChrisVonheimChristopher Vonheim on Web: https://christophervonheim.comDisclaimer: 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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  #206 Kjetil Houg - How To Invest In The Nordics, Folketrygdfondet And What It Takes To Succeed As An Investor Today 25.05.2026 56min

  Kjetil Houg is the CEO of Folketrygdfondet, the largest institutional investor on the Oslo Stock Exchange, investing across all Nordic markets. Kjetil brings decades of diverse experience in the finance industry. Before taking the helm at Folketrygdfondet, he served as Chief Investment Officer at Oslo Pensjonsforsikring, and previously worked at Folketrygdfondet itself as Chief Economist and Manager back in 2006. Earlier in his career he was a Political Advisor at the Norwegian Parliament. It was great to sit down with Kjetil and learn about his journey and how you succeed as an investor in Norway, Sweden, Denmark, Finland and Iceland. Please share, comment and like the episode! It helps a lot. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations! Connect on YouTube and LinkedIn for more episodes and updates. Hosted on Acast. See acast.com/privacy for more information.
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  #205 Svein Harald Øygard - Iran Krig, Gull-satsning, AI, Norsk Næringsliv, Sør-Amerika Muligheter, Råd Til Entreprenører 18.05.2026 24min

  Svein Harald Øygard er en forretningsmann med en imponerende karriere i skjæringspunktet mellom offentlig sektor og privat næringsliv. Han var statssekretær i Finansdepartementet på 90-tallet, fikk rollen som midlertidig sentralbanksjef på Island etter finanskrisen, og tilbrakte over 20 år som direktør og partner i McKinsey, hvor han var utstasjonert i Brasil. I senere tid har Svein Harald bygget energiselskaper i Brasil og Venezuela, vært styreleder i Norwegian og DOF, og nå jobber han med å ta gullgruve selskapet Gold Road fra Arizona på børs.Sjekk ut følgene linker: Gold Road Video - https://www.youtube.com/watch?v=HG0v4jZphB8Svein Harald Øygard sin bok etter Island - https://www.amazon.com/Combat-Zone-Finance-Svein-Oyhard/dp/1912555654Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations! Connect on YouTube and LinkedIn for more episodes and updates. Hosted on Acast. See acast.com/privacy for more information.
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  #204 Svein Harald Oygard - Energy Crises, Taking Gold Road Public, Latin America Investments & 2026 Investor Outlook 14.05.2026 52min

  00:00 - Intro (Hormuz, Energy Risks)08:40 - Gold Mining Adventure11:45 - Mining History In US14:30 - Gold Road Inc.16:51 - Why Should People Invest In Gold?20:00 - Upcoming IPO in Norway?25:29 - The Energy Venture In Brazil32:28 - From Energy To Fin-Tech In Brazil35:00 - The Incredible Oil Field In Venezuela!40:40 - Energy Future In Venezuela, Brasil and Guyana42:40 - US VS China And Global Statistics48:47 - Being Interim Central Bank Governor In IcelandSvein Harald Øygard has lived several careers in one lifetime. He helped steer Norway through the banking crisis of 1992 as State Secretary in the Ministry of Finance, spent 21 years as a senior partner at McKinsey, and in 2009 was called in as interim Central Bank Governor of Iceland when the country's economy collapsed. He later co-founded the oil company DBO in Brazil, which later merged into Maha Capital. In Norway, he has chaired Norwegian Air Shuttle and DOF Group through major restructurings. And today he is working on taking the US gold mining company Gold Road on the Oslo Stock Exchange! Tune in, and leave a comment if you like the episode.Links discussed in the episode:Gold Road Video - https://www.youtube.com/watch?v=HG0v4jZphB8In The Combat Zone of Finance - https://www.amazon.com/Combat-Zone-Finance-Svein-Oyhard/dp/1912555654Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations! Connect on YouTube and LinkedIn for more episodes and updates. Hosted on Acast. See acast.com/privacy for more information.
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  #203 Anthony Whitworth - My Lessons And Principles After 50 Years In Shipping 02.04.2026 1h 5min

  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 companiesWhether 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.comChristopher 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.
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  #202 Svein Ringbakken - War, Terror & Piracy: What Maritime Leaders Must Prepare For In 2026 23.03.2026 53min

  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.
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  #201 Andreas von der Heide - We Have Entered A New World Order - What's Next? 11.03.2026 47min

  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/AvdelningHLinkedIn: Andreas von der HeideAnd 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.
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  #200 Harald Fotland - Odfjell, Chemical Tankers, South America, Biofuel, Japan Investments, Shipping Cycles, Career Advice 03.02.2026 1h 2min

  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/3vKLfVRListen to Vonheim on Apple Podcasts: https://apple.co/39125GbChristopher Vonheim on Web: https://christophervonheim.comDisclaimer: 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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  #199 Sturla Henriksen - Scuba Diving, Ocean Economy, US Strategy, China's Dominance, IMO, Arctic Tensions 15.12.2025 1h 13min

  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.
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  #198 Lars Barstad (Highlight) - The Frontline Investment Case 2026 08.12.2025 31min

  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.
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  #198 Lars Barstad - Frontline, Oil Demand, Geopolitics, Investing, "Old School" Bull Market, Expectations For 2026 03.12.2025 1h 15min

  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. 00:00 - Intro02:30 - 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 Case37:10 - Price Taker VS Price Maker In Shipping44:20 - Bull And Bear Case For Tankers 202656:40 - Leadership, Culture And Mindset1:03:15 - AI In Shipping1:06:30 - How To Build A Career?1:10:50 - Read FT, And Book Recommendations1:12:55 - Final ReflectionsChristopher 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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  #197 James Lightbourn - Maritime Investments, Trump Orders, CoolCo, Tankers, LNG, gCaptain, Career Advice 12.11.2025 55min

  00:00 - Intro And Shipping Bug02:30 - Airlines VS Shipping06:55 - Biggest Shipping Stories In 202510:45 - Can US Become A Maritime Super Power?18:20 - Where To Invest Now?24:20 - CoolCo Going Private28:30 - 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 Books52:15 - Final ReflectionsJames 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/@cavaliershippingChristopher 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/3vKLfVRListen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Hosted on Acast. See acast.com/privacy for more information.
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  #196 Morten Astrup - Nordic Stocks 2025, Ellos, Hunter Group, Tromsø, Svalbard, Verbier, Investing Principles, Arne Næss jr. 29.09.2025 49min

  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 Forward13:55 - What Makes A Great Investor?20:15 - Morten Astrup's Investment Philsophy 22:15 - Nordic Stocks 2025 (Ideas)29:10 - Habits And Routines31:00 - Tourism (Tromsø, Svalbard, Verbier)37:14 - Hotel Investing In Verbier39:45 - 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/3vKLfVRListen to Vonheim on Apple Podcasts: https://apple.co/39125GbDisclaimer: 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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  #195 Kristian Sørensen - Shipping, Investing, BW LPG, US Export, India, China, Andreas Sohmen-Pao, Career Advice 24.09.2025 1h 6min

  00:00 - Geo-Politics And Investor Questions 06:12 - The LPG Market (US, Asia, Middle East)15:45 - The Order Book In VLGCs19:50 - Buying The Avance Fleet25:15 - Andreas Sohmen-Pao and BW Group29:05 - The Business Opportunity In India35:25 - Pure Play Or Diversify?42:00 - Europe VS US Investors47:00 - Leadership And Culture51:30 - Career Advice: How To Make It In Shipping?1:00:35 - Impressive Shipping CEOs (Kalleklev, LC Skarsgård, LC Svensen) 1:02:40 - Favorite Books1:04:20 - Final ReflectionsKristian 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.
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  #194 Alexander Saverys - CMB. TECH, John Fredriksen Deals, Golden Ocean, Africa, Green Fuels, Investing, Career Advice 18.08.2025 57min

  00:00 - Intro (Trump, Tariffs, Geo-Politics)02:08 - Shipping Deals With John Fredriksen (Frontline / Golden Ocean)11:02 - CMB.TECH Investment Case18:20 - 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 Lessons32:20 - Delphis - I Started My Own Shipping Company! 36:05 - Shipping Markets And Segments Ahead42:20 - Becoming A Blue Ship Company 47:20 - Career And Life Advice54:40 - Final ReflectionsAlexander 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/3vKLfVRListen to Vonheim on Apple Podcasts: https://apple.co/39125GbChristopher Vonheim on Web: https://christophervonheim.comDisclaimer: 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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  #193 Lars-Christian Svensen (Highlight) - How To Build A Successful Career In Maritime And Business? 14.07.2025 11min

  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/3vKLfVRListen 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.
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  #193 Lars-Christian Svensen - Himalaya Shipping, 2020 Bulkers, Dry Bulk, Investing, Magnus Halvorsen, Tor Olav Trøim, VLCC 07.07.2025 40min

  00:00 - Investors in New York03:14 - Being CEO of Himalaya Shipping and 2020 Bulkers08:00 - Skin In The Game09:00 - Dry Bulk Shipping In 202520:00 - Coal, China And Green Fuels22:52 - Black And Grey Swans For Shipping Ahead24:48 - Belships VS Capesize (Himalaya and 2020 Bulkers) 28:10 - Successful Systems In Shipping29:05 - Career Advice From Lars-Christian 34:15 - Lessons from Magnus Halvorsen35:40 - 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/3vKLfVRListen 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.
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  #192 Joakim Hannisdahl - Shipping Stocks 2025, Investing Ideas, Oil Tankers, VLGC, Containers And Shipping Cycles 03.06.2025 51min

  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. 00:00 - Learnings So Far In 202500:40 - Intro Of Joakim Hannisdahl04:45 - How To Become A Shipping Investor?10:10 - How To Overcome Losses18:20 - How To Short Shipping Stocks21:45 - Instruments To Trade In Shipping24:28 - Shipping Markets (Car Carriers And Containers)31:00 - Tankers And Crude Markets40:05 - VLGCs and LPG/Ammonia49:00 - Gersemi Asset Management AmbitionChristopher 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/3vKLfVRListen 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.