{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5ed93d53b3f37835c31a94bf/6ae70382339f23a7262cb2a4?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"#211 Eirik Haavaldsen - Shipping Update, Hormuz, Tankers, Dry Bulk, Car Carriers, Shipping Investing","description":"<p>Shipping stocks have had one of their strongest runs in modern history. Is there still value in the sector, or is the cycle about to turn? Eirik Haavaldsen, shipping analyst at Pareto Securities and regarded as one of Norway’s leading voices on the sector, joins Vonheim to break down where shipping stands today, and where he sees opportunities and risks ahead.</p><p><br></p><p><strong>In this episode: </strong></p><ul><li>Why shipping equities have rallied so much, and what’s driving earnings</li><li>Record tanker rates: how long can they last?</li><li>Main lessons from the Hormuz crises</li><li>Which segments look attractive, and which look stretched?</li><li>Why Eirik believes strongly in car-carriers ahead</li></ul><p><br></p><p>Christopher Vonheim is a Norwegian host focused on shipping, 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 executives.</p><p><br></p><p><strong>Disclaimer:</strong> 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.</p>","author_name":"Christopher Vonheim"}