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#129 Jan Carlzon (Kortversjon) - Konsernsjefen som endret SAS og ledelse for alltid
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Jan Carlzon has for decades been a visionary in business and leadership; he emphasized the importance of the customer-oriented and employee-empowered company before anybody else. Still a popular speaker, an active investor and the author of the most successful Scandinavian management book to date by a CEO, he is still influencing people. When the management magazine Chef named the hundred most important events in Swedish management history, publication of Carlzon’s book Moments of Truth (1985) topped the list. It has been translated into 22 languages and is required reading in many companies.
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#191 Constantin Baack - MPC Container Ships 2025, US Tariffs, Methanol, Container Markets, And Red Sea
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.#190 Eirik Haavaldsen (Highlight) - How To Invest In Shipping, And Succeed In Finance?
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.#190 Eirik Haavaldsen - Shipping Stocks 2025, Containers, Ro-Ro, LNG, LPG, Dry Bulk, Tankers, Valuations
01:08:58|00:00 - Learnings So Far In 202507:28 - Container Markets12:25 - Car Carrier And Ro-Ro Markets19:23 - Gas Markets (LNG and LPG)22:27 - Golar LNG26:20 - LPG Ahead28:25 - John Fredriksen Golden Ocean Exit 33:10 - Dry Bulk Markets Ahead40:05 - Tankers Markets And Crude Oil46:30 - 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.#189 Svein Moxnes Harfjeld (Highlight) - The Story Of DHT And Partnership With Trygve Munthe
14:26|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.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.#189 Svein Moxnes Harfjeld | DHT, Tanker Market 2025, Oil, Trygve Munthe, Capital Strategy, Shipping Investing
01:07:17|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 202507:12 - Tanker Supply And Shadow Fleet12:25 - 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 Moments41:08 - The Partnership With Trygve Munthe46:00 - DHT VS Other Tanker Companies 51:54 - Scorpio Tankers And Investors In DHT53:20 - The Frontline Story57:00 - How To Succeed In Shipping01:01:45 - Favorite Books To Read01:03:40 - Andreas Sohmen-Pao And Maria AngelicoussisChristopher 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.#188 Bernt Berg-Nielsen - How To Invest In 2025, Buffett And Munger Lessons, Nordic Stocks, Books
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_bernt00:00 - Why Become An Investor?03:00 - Lessons From The Financial Crises 200808:15 - Interest Rates VS Stock Performance11:15 - What Makes A Great Investor?15:35 - Warren Buffett and Omaha Annual Event18:10 - How To Allocate Capital?21:30 - Passive Versus Active Investing23:50 - How To Find Great Stocks With Moats?30:45 - Kongsberg Gruppen36:30 - DSV VS Maersk38:40 - Novo Nordisk40:40 - The Norwegian Salmon Industry43:00 - Goals Ahead for Stolt Explorer48:25 - Book RecommendationsChristopher 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.#187 Oystein Kalleklev - Avance Gas, Flex LNG, Shipping Investing 2025, Dark Fleet, Energy Markets, Books
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 Gas12:10 - Flex LNG And LNG Markets Ahead24:10 - How To Finance Shipping, and Debt Structures 32:20 - The Dark Fleet In Shipping37:00 - Qatar Energy and EU regulations39:15 - Shipping Investing In 202531:10 - 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 RecommendationsChristopher 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.#186 Lars Christian Skarsgård - Belships, Shipping, Dry Bulk, Ship Buying, Japan, Strategy, Career Advice
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 Predictions02:36 - The Belships Success Story 07:25 - Market Dynamics in Dry Bulk and Different Ships09:00 - The Business Strategy for Belships Ahead13:00 - How to Make a Good Ship Purchase?20:25 - Buying Ships from Japan, and the edge of Japanese ship building31:10 - How to Make Shipping More Green?35:45 - Belships Compared with 2020Bulkers and Golden Ocean39:45 - Can Belships be Sold? 44:35 - The Dry Bulk and Ultramax Demand Ahead50:25 - 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.#185 Steen Jakobsen - US Election, Investing 2025, Energy, Shipping, Saxo Bank, Mentoring
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.