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#178 Morten Astrup - Hunter Group, Tankers, Oil Service, DOF, Brazil, Offshore Wind, Gram Car Carriers, Inflation, Bonds
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.
00:00 - Hunter Group
06:00 - Tanker Markets Ahead
11:30 - Oil Service Opportunities
15:30 - DOF And How To Find Great Companies
17:55 - Offshore Wind And Nuclear Energy
21:00 - Gram Car Carriers And The RoRo Market Ahead
24:35 - Inflation, War Economy And Interest Rates
27:30 - US Election And Recession Fear
29:00 - The Five Risks In High Yield Investing
35:30 - Quick Fire (India, Saudi, Stocks, Bitcoin, Travel Destinations)
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.
Partnership, recruitment & Ad enquiries?
For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.com
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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.
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#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.#184 Nicolai Heidenreich (Highlight) - How To Build A Shipping Fund
18:46|Nicolai Heidenreich is the managing partner of NRP Maritime Asset Management and has over 25 years of experience within the maritime and shipping sector. Since 2012 he has managed several portfolios of shipping and offshore investments worth in excess USD 150 million. Prior to NRP, Heidenreich was a partner at Pareto Project Finance and also worked for Marine Money.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.#184 Nicolai Heidenreich | Marine Money, Investing, Shipping Fund, NRP Maritime, Career, Fundraising
55:49|Nicolai Heidenreich is the managing partner of NRP Maritime Asset Management and has over 25 years of experience within the maritime and shipping sector. Since 2012 he has managed several portfolios of shipping and offshore investments worth in excess USD 150 million. Prior to NRP, Heidenreich was a partner at Pareto Project Finance and also worked for Marine Money. 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.#183 Joakim Hannisdahl - Investing In Shipping 2024, And Founding Gersemi Asset Management (Live From Marine Money)
28:48|This is a conversation that took place at Marine Money conference last week. Joakim Hannisdahl shares his journey as a shipping investor, and why he started the shipping hedgefund Gersemi Asset Management. 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.#182 Helen Czerski - Writing The Book Blue Machine, Ocean Science, How To Learn, Advice For Career
47:51|Helen Czerski is a British physicist, oceanographer and television presenter. Czerski is an associate professor in the department of mechanical engineering at University College London. She has also recently released her book Blue Machine, a fascinating read about the ocean and how it shapes our world, how it impacts our lives and how it helps us today.Helen's book: Blue MachineChristopher 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.#181 Engebret Dahm - Klaveness Combination Carriers, Combination Strategies, Commodities, Dry Bulk, Tankers, Decarbonizing Shipping, Culture & Innovation
51:51|Engebret Dahm has more than 30 years’ experience in the shipping and finance industries, and is the CEO of Klaveness Combination Carriers (KCC). Prior to that he was the CEO of Norwegian Car Carriers AS and he worked in the period 1998-2000 for Crédit Agricole CIB in Paris. KCC has a unique fleet that consists of eight CABU combination carriers and eight CLEANBU combination carriers, with three CABU newbuilds arriving in 2026.00:00 - Why Work In Shipping?00:50 - Klaveness Combination Idea And Legacy 06:45 - Klaveness Fleet Concepts And Learnings15:40 - The Difficult Times For KCC (CLEANBU Expansion) 22:30 - Markets Ahead For Dry Bulk And Product Tankers30:50 - Leadership And Culture In Klaveness35:10 - Talent Development And Attracting The Best People 37:50 - How To Decarbonise Shipping? 41:40 - The Future Shipping Fuel43:20 - Wilhelmsen And Wallenius Wilhelmsen 44:15 - Startups And New Ideas In Shipping47:05 - Quick Fire: (Leading Shipping Cities, Shipyard Nations, And Book Recommendation) Recommended author and book:Haruki Murakami - Killing CommendatoreChristopher 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.#180 Magnus Halvorsen - 2020 Bulkers, Shipping Lessons, Dry Bulk In 2024, Commodities, China And Investing
42:15|It was fantastic to visit Magnus Halvorsen to record our third podcast episode. The topics are under:00:00 - The Latest From 2020 Bulkers03:03 - The History And Lessons From 2020 Bulkers10:55 - Discipline In Shipping, Fleet Decisions And China17:45 - Tankers And Oil Versus Capsize And Dry Bulk21:20 - Dry Bulk Market 2024 (China, Brazil, Australia)27:10 - Commodities Trends (Different Mining Strategies)30:10 - Shipping Fuels For The Future 33:00 - Investing Ideas, AI, And The Global Economy 35:05 - 2020 Bulkers Lessons, And Career AdviceMagnus Halvorsen is the co-founder of 2020 Bulkers and served as the CEO of ‘2020 Bulkers Management AS’ from January 2019 until February 2022. Today he is the Chairman of the company. Prior to establishing 2020 Bulkers, Mr. Halvorsen had a 15 year long career in finance. He worked for Pareto Securities during 2003 – 2009 where he was a Partner and responsible for Pareto’s US operations, including serving as a Chairman for their US JV, Nordic Partners. He was also a Partner and Head of Capital markets for Clarksons Platou Securities (formerly Platou Markets).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.#179 Lars Barstad - Frontline, Euronav-Deal, Tanker Party, Middle East, Shadow Fleet, Stock Valuation, New Technology, Career Advice
01:04:45|Lars Barstad is the CEO of Frontline, one of the world leaders in the international seaborne transportation of crude oil. This is the second time Lars Barstad appears on Vonheim, and the first time was a fan-favorite episode. 00:00 - Geo Politics05:47 - Frontline View On The Market10:25 - The Euronav-deal14:45 - The Frontline Machine19:30 - Tanker Market: Where Are We In The Supercycle?27:15 - What Are The Most Exciting Market Trends Ahead?32:25 - The Shadow Fleet (Why, How And What Now?)38:10 - Big Shifts In Power Balance?43:40 - The Frontline Strategy Ahead And Stock Price50:31 - Most Interesting Crude Markets Ahead54:15 - Most Impressive Shipping Companies Besides Frontline?55:50 - How To Succeed In Shipping?59:55 - Green Technology And Fuel In Shipping1:02:40 - Book RecommendationTopics we cover: Euronav-Deal, Tanker Markets Ahead, Middle East, Shadow Fleet, Stock Valuations, Other Impressive Shipping Companies, New Technology And Much More. We hope you like this episode, and share it on social media and to your friends and network. Follow Lars Barstad on X. Lars BarstadPartnership, 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.