Share

cover art for #172 Peter Warren - Krig, Rutiner, Søvn, Aksjer, Boligpris, Risiko, Kultur, Råd, USA, Citadel, Filosofi, Tid Er Penger

Vonheim

#172 Peter Warren - Krig, Rutiner, Søvn, Aksjer, Boligpris, Risiko, Kultur, Råd, USA, Citadel, Filosofi, Tid Er Penger

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 Schwarzenegger

30:05 - Søvn og kveldsrutiner

34:10 - Få har opplevd kriser i næringslivet i dag

41:00 - Inflasjon

44:00 - Sentralbanker og politikere

48:15 - Boligpriser og meglere

52:10 - Kjetil Hatlebrekke

55:40 - Citadel, BlackStone, BlackRock eller Bridgewater?

1:01:05 - Private Equity

1:02:40 - Ken Griffin og Citadel-historien

1:09:30 - Aksjefond og sminking av resultater

1:11:20 - Hva ville Peter Warren holdt et fag i?

1:18:10 - Charlie Munger

1:21:40 - Svak kronekurs og investeringer

1:22:05 - Bli finansminister eller sjef for PST i Norge?

1:27:40 - Kan Oslo bli en internasjonal finansby?

1:32:20 - Bitcoin og veien videre

1:38:50 - Hvor burde man bo i utlandet?

1:44:30 - Peter sine bokanbefalinger

1:45:40 - Tid er Penger-suksessen, og Sverre Rørvik Nilsen


Books Recommended:

Kjetil Anders Hatlebrekke - Problem of Secret Intelligence, The - Intelligence, Surveillance and Secret Warfare

Eirik Johan Kristoffersen - Jegerånden - å lede i fred, krise og krig


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 christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com


Follow Vonheim on X / Twitter and YouTube:

YouTube: Christopher Vonheim

X / Twitter: @chrisvonheim


Disclaimer

All 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.

More episodes

View all episodes

  • #178 Morten Astrup - Hunter Group, Tankers, Oil Service, DOF, Brazil, Offshore Wind, Gram Car Carriers, Inflation, Bonds

    42:55
    00:00 - Hunter Group07:00 - Tanker Markets Ahead13:25 - Oil Service Opportunities 17:30 - DOF And How To Find Great Companies20:40 - Offshore Wind And Nuclear Energy24:00 - Gram Car Carriers And The RoRo Market Ahead27:50 - Inflation, War Economy And Interest Rates31:30 - US Election And Recession Fear32:50 - The Five Risks In High Yield Investing39:50 - Quick Fire (India, Saudi, Stocks, Bitcoin, Travel Destinations)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. This is the third time Morten joins the Vonheim podcast, the two previous ones have been recorded in Norwegian. Let us know what you think about the episode, and share it with your network. You can follow Morten Astrup on LinkedIn. LinkedIn ProfilePartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X 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.
  • #177 Aristidis Alafouzos - Okeanis Eco Tankers, Shipping Investing, US Listing ($ECO), Tankers, Crude, Greece, Books

    43:43
    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 know what you think of the episode, tankers and Okeanis in the review. You can follow Aristidis Alafouzes on Twitter. https://twitter.com/AristidisPartnership, 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.
  • #176 Federica Maiorana (Highlight) - What Will Happen With Global Trade In 2024?

    04:12
    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 email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X / Twitter and YouTube:YouTube: Christopher VonheimX / Twitter: @chrisvonheimDisclaimer:All 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.
  • #176 Federica Maiorano - Life In Shipping, Crude Market, Middle East, Panama Canal, Spot Ship, Broker Lessons, Career Advice,

    47:28
    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 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.
  • #175 Jon Kåre Stene (Highlight) - Hvor Lenge Kan Mennesker Leve Et Godt Liv?

    15:22
    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 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.
  • #175 Jon Kåre Stene - Ambisjoner, Investeringer, Longevity, Krypto, AI, Kjernekraft, Norge AS, Favorittbøker

    01:30:29
    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 Sea01:40 - Ambisjoner11:10 - Hvordan hente penger i 2024?14:00 - Longevity29:00 - AI44:25 - Krypto56:30 - Kjernekraft1:05:25 - Norge AS1:15:00 - Jon Kåre Stenes favorittbøkerBokanbefalinger fra Jon Kåre: Peter Attia - OutliveMustafa Suleyman - The Coming WaveJohann Hari - Stolen FocusWalter Isaacson - Elon MuskArnold Schwarzenegger - Be UsefulSamarbeidspartner: Future Sea og NorinnovaDriver du en start-up eller et innovativt prosjekt som har fokus på havet og den blå økonomien? Da burde du vite om FutureSea, et nasjonalt vekst-program arrangert av DNB og Norinnova, som hjelper selskaper å ta sitt neste steg. FutureSea fokuserer på nettverksmøter, deling av erfaring og veiledning. I tillegg til tematiske samlinger med gode innledere og eksperter, får du mellom samlingene oppfølging av rådgivere, mentorer og personlig coaching fra Olympiatoppen. Så har du et innovativt selskap med globale ambisjoner, der havet skaper nye forretningsmuligheter – følg denne lenken20. januar er søknadsfristen til FutureSea Accelerator.Follow 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.
  • #174 Anas Alhajji (Highlight) - My Predictions For Venezuela, Guyana, Brazil And Argentina In 2024

    12:01
    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.comX: https://twitter.com/anasalhajjiPartnership, 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.
  • #174 Anas Alhajji - Investing In 2024, Suez Canal, Oil Demand, Gas, COP28, EV, Latin America, Nuclear

    55:10
    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 - Intro00:30 - Red Sea And Suez Canal04:05 - Oil & LNG Markets In 2023 and 202415:02 - Russian Economy, Sanctions, And Oil&Gas Trade26:45 - Common Sense, COP28, Climate Change Ahead34:30 - How Sustainable Are Electric Vehicles?39:40 - How Will Higher Interest Rates Affect Energy Stocks?42:18 - Should We Re-Design The Grid?43:05 - Venezuela, Guyana, Brazil, Argentina49:20 - Nuclear, What To Do?52:00 - How To Invest In 2024Dr. 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. Anas is one of the most popular guest I have interviewed, and to get the second interview to start of 2024 with is fantastic. Let me know what you think of it.Follow Anas Alhajji on X and Substack:Substack: anasalhajjieoa.substack.comX: https://twitter.com/anasalhajjiPartnership, 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.
  • #173 Constantin Baack (Highlight) - Will German Economy Hit A Long-Term Recession?

    04:43
    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.