Vonheim

00:00 - Intro - Investment Lessons From 2026 03:00 - How Stolt Invests In Equities 06:15 - Omaha Trips And Warren Buffett 12:45 - When To Sell A Stock? 15:55 - How To Invest In AI Revolution? 19:30 - Impressive Nordic Energy Companies 27:30 - Shipping Lessons In AI 31:40 - South Korea Stock Mania 36:10 - Poor Investments In 2026? 38:30 - How To Succeed As A Fund Manager? 47:30 - Book and Podcast R...

Kjetil Houg is the CEO of Folketrygdfondet, the largest institutional investor on the Oslo Stock Exchange, investing across all Nordic markets. Kjetil brings decades of diverse experience in the finance industry. Before taking the helm at Folketrygdfondet, he served as Chief Investment Officer at Oslo Pensjonsforsikring, and previously worked at Folketrygdfondet itself as Chief Economist and Manag...

Svein Harald Øygard er en forretningsmann med en imponerende karriere i skjæringspunktet mellom offentlig sektor og privat næringsliv. Han var statssekretær i Finansdepartementet på 90-tallet, fikk rollen som midlertidig sentralbanksjef på Island etter finanskrisen, og tilbrakte over 20 år som direktør og partner i McKinsey, hvor han var utstasjonert i Brasil. I senere tid har Svein Harald bygget...

00:00 - Intro (Hormuz, Energy Risks) 08:40 - Gold Mining Adventure 11:45 - Mining History In US 14:30 - Gold Road Inc. 16:51 - Why Should People Invest In Gold? 20:00 - Upcoming IPO in Norway? 25:29 - The Energy Venture In Brazil 32:28 - From Energy To Fin-Tech In Brazil 35:00 - The Incredible Oil Field In Venezuela! 40:40 - Energy Future In Venezuela, Brasil and Guyana 42:40 - US VS China And Glo...

In this Vonheim interview, Anthony Whitworth shares powerful insights from five decades in the maritime industry. We dive into the untold stories, hard-earned lessons, and the realities of working in one of the most demanding and dynamic sectors in the world. 💡 In this interview, you’ll learn: - How the global shipping industry really works - How the dry bulk market work - Lessons on resilience,...

In this episode of Vonheim, we sit down with Svein Ringbakken, CEO of DNK, a leading provider of war risk insurance for the maritime industry, to break down the rapidly evolving threat landscape facing the maritime industry. From escalating tensions in the Middle East to rising risks of terrorism and piracy, we explore what these developments mean for global shipping, trade routes, and maritime op...

Andreas von der Heide is the founder and CEO of the Swedish geopolitical advisory firm Consilio International, and one of the most recognized geopolitical experts in the Nordics. In this conversation, we discuss the major geopolitical shifts shaping the world today. From global power competition and economic tensions to the long-term direction of international politics. What does the next decade l...

Harald Fotland is the CEO of Odfjell, one of the world’s leading chemical tanker and logistics companies. With decades of experience in international shipping, Harald has played a key role in navigating Odfjell through complex markets while driving innovation, sustainability, and operational excellence. In this episode, we sit down with Harald to talk about chemical tankers, leadership, and what i...

Sturla Henriksen is a leading voice on ocean economy and maritime development, with decades of experience across shipping, maritime, and international institutions. He is also the author of The Ocean: How It Has Formed Our World – and Will Shape Our Destiny. In this episode we cover ocean economy, geopolitics, shipping, and what's next in our new multipolar world. Hope you enjoy it, and leave a co...

Lars Barstad is the CEO of Frontline. The biggest listed tanker company in the world. Tune in for a masterclass in shipping and commodities, and leave a comment under the video if you find it interesting! Are you bull or bear on the tanker market heading into 2026? The episode is also available on YouTube.  Christopher Vonheim is a Norwegian host focused on business, ocean industries, investi...

Lars Barstad is the CEO of Frontline. The biggest listed tanker company in the world. Tune in for a masterclass in shipping and commodities, and leave a comment under the video if you find it interesting! Are you bull or bear on the tanker market heading into 2026? The episode is also available on YouTube.  00:00 - Intro 02:30 - Peak Oil When? 07:10 - Too Much Oil In The Market Now? 09:40 - O...

00:00 - Intro And Shipping Bug 02:30 - Airlines VS Shipping 06:55 - Biggest Shipping Stories In 2025 10:45 - Can US Become A Maritime Super Power? 18:20 - Where To Invest Now? 24:20 - CoolCo Going Private 28:30 - Biggest Mistake When Investing In Shipping! 30:35 - Best And Worst Segment In 2026? 39:15 - How To Make It In Shipping? 50:30 - Favorite Books 52:15 - Final Reflections James Lightbourn i...

Morten Astrup is one of the most active investors in the Nordic capital markets. He also runs Storm Capital Management, and Storm Bond Fund. We cover plenty of topics in this conversation, and we would love your feedback on investment cases and other topics we discuss. Please share the episode, and comment under the episode if you enjoy it! It helps us reach more people. 00:00 - US Tech (Bubble?)...

00:00 - Geo-Politics And Investor Questions 06:12 - The LPG Market (US, Asia, Middle East) 15:45 - The Order Book In VLGCs 19:50 - Buying The Avance Fleet 25:15 - Andreas Sohmen-Pao and BW Group 29:05 - The Business Opportunity In India 35:25 - Pure Play Or Diversify? 42:00 - Europe VS US Investors 47:00 - Leadership And Culture 51:30 - Career Advice: How To Make It In Shipping? 1:00:35 - Impressi...

00:00 - Intro (Trump, Tariffs, Geo-Politics) 02:08 - Shipping Deals With John Fredriksen (Frontline / Golden Ocean) 11:02 - CMB.TECH Investment Case 18:20 - Investing In The Production Of Green Fuels 21:30 - Africa Is The Future For Maritime! 26:45 - Exmar And The Future Of LPG And LNG 28:29 - The Saverys History, And Family Lessons 32:20 - Delphis - I Started My Own Shipping Company! 36:05 - Ship...

Lars-Christian Svensen is the CEO of Himalaya Shipping, 2020 Bulkers and Andes Tankers. All projects and stock-listed companies built up by Tor Olav Trøim and Magnus Halvorsen. In this episode, we discuss the current shipping markets, and why Dry Bulk is an interesting segment ahead. Let us know what you think of the episode in the comments! Christopher Vonheim is a Norwegian host focused on busin...

00:00 - Investors in New York 03:14 - Being CEO of Himalaya Shipping and 2020 Bulkers 08:00 - Skin In The Game 09:00 - Dry Bulk Shipping In 2025 20:00 - Coal, China And Green Fuels 22:52 - Black And Grey Swans For Shipping Ahead 24:48 - Belships VS Capesize (Himalaya and 2020 Bulkers) 28:10 - Successful Systems In Shipping 29:05 - Career Advice From Lars-Christian 34:15 - Lessons from Magnus Halvo...

Joakim Hannisdahl is a shipping investor and the founder and CEO of Gersemi Asset Management. Tune in for a great conversation about investing, shipping, and macro markets.  00:00 - Learnings So Far In 2025 00:40 - Intro Of Joakim Hannisdahl 04:45 - How To Become A Shipping Investor? 10:10 - How To Overcome Losses 18:20 - How To Short Shipping Stocks 21:45 - Instruments To Trade In Shipping 2...

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 focus...

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...

00:00 - Learnings So Far In 2025 07:28 - Container Markets 12:25 - Car Carrier And Ro-Ro Markets 19:23 - Gas Markets (LNG and LPG) 22:27 - Golar LNG 26:20 - LPG Ahead 28:25 - John Fredriksen Golden Ocean Exit  33:10 - Dry Bulk Markets Ahead 40:05 - Tankers Markets And Crude Oil 46:30 - How To Value A Shipping Company  51:44 - Best Question To Ask Shipping CEOs? 54:33 - How To Make A Care...

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 busines...

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 2025 07:12 - Tanker Supply And Shado...

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_bernt 00:00 - Why Become An Investor? 03:00 - Lessons From The Financial Crises 2008 08:15 - Interest Rates VS Stock Performance 11:15 - What Makes A Great Investor? 1...

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 Gas 12:10 - Flex LNG And LNG Markets Ahead 24:10 - How To Finance Shipping, and Debt Structures 32:20 - The Dark Fleet In Shipping 37:00 - Qatar Ene...