Christopher Vonheim is the host of the Vonheim Podcast. Vonheim speaks with inspiring people about business, ocean industries, investing and start-ups. Ed Conway, Adam Draper, Øystein Kalleklev, Pål Ringholm, Sofie Olsen, Mark Yusko, Hugo De Stoop, Vaishali Kathuria, Lars Tvede, Anthony Pompliano, Peter C. Warren, Børge Brende, Nejra Macic, Lars Barstad and Amy Novogratz are just some of the guests on the podcast. Hosted on Acast. See acast.com/privacy for more information.
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 Recommendation Bernt Berg Nielsen manages the Stolt Explorer fund, one of Norway's most conviction-driven, and flexible equity funds. In this episode, we sit down to talk about how to invest in 2026, the AI economy, why Korea's 200% rally could end badly, and the quiet industrial compounders nobody is talking about. Tune in for timeless investment principles, honest market views, and a few summer reading tips! Hope you enjoy it, and leave feedback in the comments! 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/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Twitter: https://twitter.com/ChrisVonheim Christopher Vonheim on Web: https://christophervonheim.com 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. Hosted on Acast. See acast.com/privacy for more information.
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 Manager back in 2006. Earlier in his career he was a Political Advisor at the Norwegian Parliament. It was great to sit down with Kjetil and learn about his journey and how you succeed as an investor in Norway, Sweden, Denmark, Finland and Iceland. Please share, comment and like the episode! It helps a lot. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations! Connect on YouTube and LinkedIn for more episodes and updates. Hosted on Acast. See acast.com/privacy for more information.
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 energiselskaper i Brasil og Venezuela, vært styreleder i Norwegian og DOF, og nå jobber han med å ta gullgruve selskapet Gold Road fra Arizona på børs. Sjekk ut følgene linker: Gold Road Video - https://www.youtube.com/watch?v=HG0v4jZphB8 Svein Harald Øygard sin bok etter Island - https://www.amazon.com/Combat-Zone-Finance-Svein-Oyhard/dp/1912555654 Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations! Connect on YouTube and LinkedIn for more episodes and updates. Hosted on Acast. See acast.com/privacy for more information.
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 Global Statistics 48:47 - Being Interim Central Bank Governor In Iceland Svein Harald Øygard has lived several careers in one lifetime. He helped steer Norway through the banking crisis of 1992 as State Secretary in the Ministry of Finance, spent 21 years as a senior partner at McKinsey, and in 2009 was called in as interim Central Bank Governor of Iceland when the country's economy collapsed. He later co-founded the oil company DBO in Brazil, which later merged into Maha Capital. In Norway, he has chaired Norwegian Air Shuttle and DOF Group through major restructurings. And today he is working on taking the US gold mining company Gold Road on the Oslo Stock Exchange! Tune in, and leave a comment if you like the episode. Links discussed in the episode: Gold Road Video - https://www.youtube.com/watch?v=HG0v4jZphB8 In The Combat Zone of Finance - https://www.amazon.com/Combat-Zone-Finance-Svein-Oyhard/dp/1912555654 Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations! Connect on YouTube and LinkedIn for more episodes and updates. Hosted on Acast. See acast.com/privacy for more information.
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, leadership, and long-term success - Behind-the-scenes stories of selling and buying companies Whether you're interested in business, global trade, or life stories, this conversation offers a look inside an industry that shapes our everyday lives. 📘 Check out Whitworth's book The Saltwater Highway to go even deeper into Tony’s journey and the world of shipping: https://www.anthonyrwhitworth.com Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations, 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. Hosted on Acast. See acast.com/privacy for more information.
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 operators. What risks should companies prepare for, and what does the future hold? Leave a comment if you like the episode, and share your feedback with me. It helps the channel! Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations, 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. Hosted on Acast. See acast.com/privacy for more information.
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 look like? Are we entering a new global order? And how should businesses and leaders prepare for a more uncertain world? I hope you enjoy the conversation. Feel free to share your thoughts, feedback, and ideas in the comments. You can reach Andreas on LinkedIn and X. X: https://x.com/AvdelningH LinkedIn: Andreas von der Heide And also check out Geopodden: https://geopodden.se/ Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations, 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. Hosted on Acast. See acast.com/privacy for more information.
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 it takes to run a global maritime company in a rapidly changing world. 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/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Web: https://christophervonheim.com 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. Hosted on Acast. See acast.com/privacy for more information.
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 comment under! 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. Hosted on Acast. See acast.com/privacy for more information.
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, 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. Hosted on Acast. See acast.com/privacy for more information.
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 - OPEC Decisions (Market Share Vs Price) 15:20 - Geopolitics (Black Sea, Middle East) 21:47 - Frontline Investment Case 37:10 - Price Taker VS Price Maker In Shipping 44:20 - Bull And Bear Case For Tankers 2026 56:40 - Leadership, Culture And Mindset 1:03:15 - AI In Shipping 1:06:30 - How To Build A Career? 1:10:50 - Read FT, And Book Recommendations 1:12:55 - Final Reflections 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. Hosted on Acast. See acast.com/privacy for more information.
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 is a shipping financier, founder of Cavalier Shipping and author of Freight + Fortune. A must follow if you are into the maritime and shipping industry! In this conversation we cover politics, investing and best-practice in building a shipping career. Hope you like the conversation, and follow James on LinkedIn and Substack (Freight + Fortune). Follow the newsletter here: https://substack.com/@cavaliershipping 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/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Hosted on Acast. See acast.com/privacy for more information.
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?) 04:30 - Investment In Ellos (Retail) 09:25 - Interest Rates Going Forward 13:55 - What Makes A Great Investor? 20:15 - Morten Astrup's Investment Philsophy 22:15 - Nordic Stocks 2025 (Ideas) 29:10 - Habits And Routines 31:00 - Tourism (Tromsø, Svalbard, Verbier) 37:14 - Hotel Investing In Verbier 39:45 - Living In Switzerland (pros and cons) 41:27 - Morten's Scorecard? (money vs. passion) 45:40 - Mentors And Arne Næss jr. 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/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb 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. Hosted on Acast. See acast.com/privacy for more information.
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 - Impressive Shipping CEOs (Kalleklev, LC Skarsgård, LC Svensen) 1:02:40 - Favorite Books 1:04:20 - Final Reflections Kristian Sørensen is the CEO of BW LPG, a leader in LPG shipping with the world's largest fleet of Very Large Gas Carriers. In this episode, we discuss market topics, leadership, geopolitics, and advice for people wanting to succeed in shipping. If you like the episode, please comment, and share it with friends and network. It helps us reach more people, and make better episodes in the future! 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. Hosted on Acast. See acast.com/privacy for more information.
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 - Shipping Markets And Segments Ahead 42:20 - Becoming A Blue Ship Company 47:20 - Career And Life Advice 54:40 - Final Reflections Alexander Saverys is the CEO of CMB.TECH and one of the leading voices in the global shipping industry. Coming from Belgium’s influential Saverys family, Alex has transformed the century-old CMB into a pioneer of zero-emission shipping, betting big on hydrogen and ammonia as future fuels. With bold moves like acquiring Golden Ocean, CMB Tech is on a journey to reshape the maritime sector into a greener era. Let us know what you think of the episode, all comments, likes and shares helps this channel massively. 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/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Web: https://christophervonheim.com 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. Hosted on Acast. See acast.com/privacy for more information.
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 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/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Twitter: / chrisvonheim Christopher Vonheim on Web: https://christophervonheim.com 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. Hosted on Acast. See acast.com/privacy for more information.
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 Halvorsen 35:40 - Quick Fire Questions (Middle East, Books, Newspapers, Travel) 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 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/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Twitter: / chrisvonheim Christopher Vonheim on Web: https://christophervonheim.com 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. Hosted on Acast. See acast.com/privacy for more information.
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 24:28 - Shipping Markets (Car Carriers And Containers) 31:00 - Tankers And Crude Markets 40:05 - VLGCs and LPG/Ammonia 49:00 - Gersemi Asset Management Ambition 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/3vKLfVR Listen to Vonheim on Apple Podcasts: https://apple.co/39125Gb Christopher Vonheim on Twitter: / chrisvonheim Christopher Vonheim on Web: https://christophervonheim.com 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. Hosted on Acast. See acast.com/privacy for more information.
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 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. Hosted on Acast. See acast.com/privacy for more information.
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 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. Hosted on Acast. See acast.com/privacy for more information.
