Vonheim

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 Group and CFO of Frankfurt-listed investment and asset manager MPC Capital AG.Partnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X / Twitter and YouTube:YouTube: Christopher VonheimX / Twitter: @chrisvonheimDisclaimerAll opinions expressed by Christopher Vonheim or his guests on this show 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 Show is for informational purposes only.

Constantin Baack is the CEO of MPCC, a containership company listed on Oslo Stock Exchange. 00:00 - Summary of 202302:40 - Investing in Green Ships04:38 - Risk Management06:08 - Norway and Germany Collaboration09:37 - German Economy13:45 - How Bad is the Container Market?17:25 - MPCC Long Term Contracts19:15 - Will MPCC Be Sold In The Future? 21:00 - Stock Performance For MPCC22:25 - Should Shipping Investors Be Loyal?25:20 - Investor Relations Learnings27:20 - New York Stock Exchange Listing28:45 - Is Valuation a Science or an Art?31:10 - What is the Value of MPCC?33:00 - Expectations For 2024?35:15 - Personal Development37:35 - DisclaimerBaack 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 Group and CFO of Frankfurt-listed investment and asset manager MPC Capital AG.Partnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X / Twitter and YouTube:YouTube: Christopher VonheimX / Twitter: @chrisvonheimDisclaimerAll opinions expressed by Christopher Vonheim or his guests on this show 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 Show is for informational purposes only.

Peter Warren er investor og podcasthost i Tid er Penger.Follow Peter Warren on X / Twitter and Podcast:X: https://twitter.com/petercwarrenPodcast: www.tiderpenger.noThis episode is produced by Nomono: Tools for great storytellingPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X / Twitter and YouTube:YouTube: Christopher VonheimX / Twitter: @chrisvonheimDisclaimerAll opinions expressed by Christopher Vonheim or his guests on this show 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 Show is for informational purposes only.

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 202301:50 - Er verden kommet til et veiskille?07:50 - The Pigeon Tunnel15:00 - Hvordan Peter Warren designer sine dager26:00 - Arnold Schwarzenegger30:05 - Søvn og kveldsrutiner34:10 - Få har opplevd kriser i næringslivet i dag41:00 - Inflasjon44:00 - Sentralbanker og politikere48:15 - Boligpriser og meglere52:10 - Kjetil Hatlebrekke55:40 - Citadel, BlackStone, BlackRock eller Bridgewater?1:01:05 - Private Equity1:02:40 - Ken Griffin og Citadel-historien1:09:30 - Aksjefond og sminking av resultater1:11:20 - Hva ville Peter Warren holdt et fag i?1:18:10 - Charlie Munger1:21:40 - Svak kronekurs og investeringer1:22:05 - Bli finansminister eller sjef for PST i Norge?1:27:40 - Kan Oslo bli en internasjonal finansby?1:32:20 - Bitcoin og veien videre1:38:50 - Hvor burde man bo i utlandet?1:44:30 - Peter sine bokanbefalinger1:45:40 - Tid er Penger-suksessen, og Sverre Rørvik NilsenBooks Recommended: Kjetil Anders Hatlebrekke - Problem of Secret Intelligence, The - Intelligence, Surveillance and Secret WarfareEirik Johan Kristoffersen - Jegerånden - å lede i fred, krise og krigFollow Peter Warren on X / Twitter and Podcast:X: https://twitter.com/petercwarrenPodcast: www.tiderpenger.noThis episode is produced by Nomono: Tools for great storytellingPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X / Twitter and YouTube:YouTube: Christopher VonheimX / Twitter: @chrisvonheimDisclaimerAll opinions expressed by Christopher Vonheim or his guests on this show 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 Show is for informational purposes only.

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/AltheaspinozziPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X / Twitter and YouTube:YouTube: Christopher VonheimX / Twitter: @chrisvonheimDisclaimerAll opinions expressed by Christopher Vonheim or his guests on this show 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 Show is for informational purposes only.

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/Altheaspinozzi00:00 - Denmark00:55 - Althea's start in finance03:00 - Learnings from Mexico04:00 - The story behind "The Bond Girl" nickname05:05 - What is the bond market?07:39 - What do people misunderstand about bonds?11:50 - The two biggest risks when you invest in bonds17:00 - How US rates defines the world economy20:33 - Impossible to predict finance markets23:35 - Who should invest in bonds? (age, risk profile, wealth)27:50 - What bond options should you consider? (ETF VS Cash Bonds)32:00 - Who are the biggest players in The Fixed Income Market?34:00 - What will a recession do with the bond market?39:40 - Saxo's Outrageous PredictionsPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X / Twitter and YouTube:YouTube: Christopher VonheimX / Twitter: @chrisvonheimDisclaimerAll opinions expressed by Christopher Vonheim or his guests on this show 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 Show is for informational purposes only.

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 HafniaMikael's LinkedIn: rb.gy/86lysHafnia: https://hafniabw.com/Books Recommended: https://www.amazon.com/World-Sale-Javier-Blas/dp/0190078952https://www.amazon.com/Red-Notice-Bill-Browder-audiobook/dp/B00T567KIAPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X / Twitter and YouTube:YouTube: Christopher VonheimX / Twitter: @chrisvonheimDisclaimerAll opinions expressed by Christopher Vonheim or his guests on this show 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 Show is for informational purposes only.

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 - Norway00:30 - Why is Denmark great at shipping?01:40 - Mikael's time at TORM, and key lessons04:25 - Why start Hafnia Tankers?08:22 - Don't lose money on your first deal10:40 - Why did Hafnia become a huge success?13:50 - Flexible versus scale in shipping15:00 - How does the tanker market work?22:00 - How long will the rates be strong?24:25 - The biggest moat you can get in shipping29:10 - What's the Hafnia culture?32:40 - Founder versus CEO role35:15 - How to transition shipping to green solutions?41:20 - Biggest stories in shipping (China, Taiwan, New Trade Routes)43:30 - Mikael's book tips (Red Notice by Bill Browder and The World For Sale by Javier Blas)45:00 - Career and life adviceFollow Mikael Skov and HafniaMikael's LinkedIn: rb.gy/86lysHafnia: https://hafniabw.com/Books Recommended: https://www.amazon.com/World-Sale-Javier-Blas/dp/0190078952https://www.amazon.com/Red-Notice-Bill-Browder-audiobook/dp/B00T567KIAPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X / Twitter and YouTube:YouTube: Christopher VonheimX / Twitter: @chrisvonheimDisclaimerAll opinions expressed by Christopher Vonheim or his guests on this show 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 Show is for informational purposes only.

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 FinancePodcast om renter: Vett og Vitenskap med med Gaute EinevollDisclaimerAll opinions expressed by Christopher Vonheim or his guests on this show 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 Show is for informational purposes only.