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#157 Robert Næss - Hvordan vil aksjemarkedet for 2023 spille seg ut?
Få i Norge har mer erfaring rundt aksjer og investeringer enn dagens gjest, Robert Næss. Til daglig er han investeringsdirektør og forvalter av Nordeas stabile globale aksjefond samt Norge Verdi, men han er også kjent for sine økonomiske analyser som ofte skaper engasjement i samfunnsdebatten. I denne episoden forteller Robert om hvordan han ser på aksjemarkedet i 2023, hva han tror konsekvensen av lakse-skatten blir, og hva han tror vil kjennetegne investorer som lykkes fremover.
Partner - Modular Finance
Denne episoden er sponset av Modular Finance. Det er et selskap fra Sverige som har spesialisert seg på brukervennlige produkter som brukes av over 850 kunder innen bank, finans og børsnoterte selskap. Grunderen Petter Hedborg har allerede vært gjest tidligere i podcasten, og den her gangen har vi tatt en kort prat med Head Of Operations, Jenny Borg som forteller om hvorfor Modular Finance nå girer opp sin satsning i Norge.
Intervju med CEO og grunder i Modular Finance, Petter Hedborg #115
https://open.spotify.com/episode/02aaWKR0Ns1oviD10vtmbI
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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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#170 Mikael Skov - Hafnia, Product Tankers, Shipping, Entrepreneurship, Scaling, Leadership, Culture, And Career Advice
48:51Mikael 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.#169 Svein Harald Øygard (Highlight) - Hvorfor Starte Selskap I Brasil, Og Bygge En Givende Karriere
16:27Svein 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.#169 Svein Harald Øygard - Renter, Vindkraft, Finanskriser, Island, USA, Kina, Norwegian, Brasil, Investeringer, Olje og Gass
01:03:58Svein 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.#168 Geir Førre (Highlight) - Lederskap, Politikk, Sjømatnæringen, Sveits, Kontrær Og AirThings
14:59Geir Førre er en av Norges fremste grundere. Han har bygget opp tre ulike teknologi-selskaper til milliard-virksomheter, og bruker nå sin kompetanse til å investere i Norges neste entreprenører. I denne episoden får du høre om erfaringene Geir har samlet opp på veien, og hvordan han ønsker å utvikle selskaper fremover. Episoden er også tilgjengelig på YouTube.DisclaimerAll 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.#168 Geir Førre - Hvordan Bygge Milliardselskaper, Firda, Ledelse, Grundere Og Norsk Næringsliv
01:02:06Geir Førre er en av Norges fremste grundere. Han har bygget opp tre ulike teknologi-selskaper til milliard-virksomheter, og bruker nå sin kompetanse til å investere i Norges neste entreprenører. I denne episoden får du høre om erfaringene Geir har samlet opp på veien, og hvordan han ønsker å utvikle selskaper fremover. Episoden er også tilgjengelig på YouTube.00:00 - Om oppveksten i Førre, bondevett og utdannelse04:40 - Få har en masterplan i livet sitt og historien til Chipcon AS05:25 - Hvorfor ble Chipcon en milliardsuksess?06:05 - Ingebrigt Steen Jensen og sette seg store mål12:15 - Mennesker på sitt beste og sitt verste14:00 - Reisen med Energy Micro19:30 - Gå på en smell21:50 - Sylskarpt fokus23:15 - Hvordan hjelpe grundere og ledere med depresjon35:50 - Hva ser Geir etter når han investerer40:30 - Ledelse og styrearbeid44:05 - Hva kjennetegner de beste styreledere?46:50 - Hva Geir ville gjort som næringsminister49:25 - Norge sitt syn på oppdrettsnæringen50:30 - Kultur51:40 - Sveits52:10 - Kontrær og rett55:00 - Volatilitet på børs56:20 - Geir sine planerDisclaimerAll 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.#167 Philip Fjeld (Highlight) - How To Make It As An Entrepreneur
08:16Philip Eystein Fjeld has been working in the natural gas industry since 2002 when he joined Hoegh LNG, an LNG ship owner in Oslo. He later co-founded Flex LNG together with Jostein Ueland and Trym Tveitnes. The company was later bought by the John Fredriksen system. Philip then decided to start CNG Fuels in 2014. Which today operates the UK’s largest CNG refuelling network. RTFS was founded in 2017 and is Europe’s largest supplier of unsupported biomethane to the transport sector. The two businesses have combined in 2023 to make ReFuels, forming a fully integrated energy supplier dedicated to decarbonising Europe’s commercial fleet.Partnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on Twitter and YouTube:YouTube: Christopher VonheimTwitter: @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.#167 Philip Fjeld - Lessons From Co-Founding Flex LNG, How To Decarbonise Trucks With ReFuels, And Advice For Entrepreneurs
50:39Philip Eystein Fjeld has been working in the natural gas industry since 2002 when he joined Hoegh LNG, an LNG ship owner in Oslo. He later co-founded Flex LNG together with Jostein Ueland and Trym Tveitnes. The company was later bought by the John Fredriksen system.Philip then decided to start CNG Fuels in 2014. Which today operates the UK’s largest CNG refuelling network. RTFS was founded in 2017 and is Europe’s largest supplier of unsupported biomethane to the transport sector. The two businesses have combined in 2023 to make ReFuels, forming a fully integrated energy supplier dedicated to decarbonising Europe’s commercial fleet.00:00 - How Philip ended up in the gas industry and co-founding FLEX LNG05:12 - Are there any regrets and learning from the FLEX LNG journey?08:20 - What sparked the idea for ReFuels / CNG Fuels11:08 - How to convince people and companies to buy your solution / product15:15 - How to replace diesel as a fuel for trucks18:08 - Why energy needs to be reliable, cost-effective and available at scale23:30 - Why list ReFuels on the Stock Exchange, and what's next?27:50 - Why list a company in Norway, and not UK or Holland30:00 - How to invest in green energy stocks?38:30 - How much can the biogas market grow globally?42:15 - What you need to succeed as an entrepreneur46:35 - Where should you move to live and build your career49:55 - OutroPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on Twitter and YouTube:YouTube: Christopher VonheimTwitter: @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.#166 Ed Conway (Highlight) - The Six Most Important Materials, Energy Prices Moving Forward, China, Renewable Energy And The Big Opportunity Ahead
31:59Ed Conway is the Economics Editor of Sky News, and the author of Material World. He is a former correspondent for the Daily Mail newspaper and the Economics Editor of The Daily Telegraph and the Sunday Telegraph newspapers. Ed has a wealth of knowledge and it was a big privilege to interview him. Hope you like the episode and check out his latest book Material World.Follow Ed Conway and check out Material WorldHomepage: https://www.edmundconway.comX / Twitter: https://twitter.com/EdConwaySkyPartnership, 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: @chrisvonheim#166 Ed Conway - Writing Material World, Making It In Media, And How The Energy Transition Will Play Out
01:03:48Ed Conway is the Economics Editor of Sky News, and the author of Material World. He is a former correspondent for the Daily Mail newspaper and the Economics Editor of The Daily Telegraph and the Sunday Telegraph newspapers. Ed has a wealth of knowledge and it was a big privilege to interview him. Hope you like the episode and check out his latest book Material World.00:00 - Why Ed became a journalist04:14 - The difference in higher education between US and UK 08:05 - What Ed Conway works with, and which topics have left a big impression on him16:40 - How to get the right balance in media17:56 - Ed's published books, and how to succeed with your first23:00 - Is the idea or execution the most important part?26:30 - Writing the book Material World 34:20 - Why Salt is an underrated material40:33 - Who runs the Material World?48:50 - How do we get to Net Zero, and what can we learn from China?58:30 - Ed Conway's best advice for writers, content creators and journalistsFollow Ed Conway and check out Material WorldHomepage: https://www.edmundconway.comX / Twitter: https://twitter.com/EdConwaySkyPartnership, 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.