Vonheim Christopher Vonheim

Peter Warren er investor og podcasthost i Tid er Penger.
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.

Hosted on Acast. See acast.com/privacy for more information.

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.

Hosted on Acast. See acast.com/privacy for more information.

Althea Spinozzi is a Fixed Income Strategist at Saxo Bank. Althea is an expert in fixed income research for Saxo Bank and works directly with clients to help them select and trade bonds. She has a background in leveraged debt, and is particularly focused on high-yield and corporate bonds with attractive risk and return.
Follow Althea on Twitter:
https://twitter.com/Altheaspinozzi
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.

Hosted on Acast. See acast.com/privacy for more information.

Althea Spinozzi is a Fixed Income Strategist at Saxo Bank. Althea is an expert in fixed income research for Saxo Bank and works directly with clients to help them select and trade bonds. She has a background in leveraged debt, and is particularly focused on high-yield and corporate bonds with attractive risk and return.
Follow Althea on Twitter:
https://twitter.com/Altheaspinozzi
00:00 - Denmark
00:55 - Althea's start in finance
03:00 - Learnings from Mexico
04:00 - The story behind "The Bond Girl" nickname
05:05 - What is the bond market?
07:39 - What do people misunderstand about bonds?
11:50 - The two biggest risks when you invest in bonds
17:00 - How US rates defines the world economy
20:33 - Impossible to predict finance markets
23:35 - Who should invest in bonds? (age, risk profile, wealth)
27:50 - What bond options should you consider? (ETF VS Cash Bonds)
32:00 - Who are the biggest players in The Fixed Income Market?
34:00 - What will a recession do with the bond market?
39:40 - Saxo's Outrageous Predictions
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.

Hosted on Acast. See acast.com/privacy for more information.

Mikael 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.
Follow Mikael Skov and Hafnia
Mikael's LinkedIn: rb.gy/86lys
Hafnia: https://hafniabw.com/
Books Recommended:
https://www.amazon.com/World-Sale-Javier-Blas/dp/0190078952
https://www.amazon.com/Red-Notice-Bill-Browder-audiobook/dp/B00T567KIA
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.

Hosted on Acast. See acast.com/privacy for more information.

Mikael 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 - Norway
00:30 - Why is Denmark great at shipping?
01:40 - Mikael's time at TORM, and key lessons
04:25 - Why start Hafnia Tankers?
08:22 - Don't lose money on your first deal
10:40 - Why did Hafnia become a huge success?
13:50 - Flexible versus scale in shipping
15:00 - How does the tanker market work?
22:00 - How long will the rates be strong?
24:25 - The biggest moat you can get in shipping
29:10 - What's the Hafnia culture?
32:40 - Founder versus CEO role
35:15 - 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 advice
Follow Mikael Skov and Hafnia
Mikael's LinkedIn: rb.gy/86lys
Hafnia: https://hafniabw.com/
Books Recommended:
https://www.amazon.com/World-Sale-Javier-Blas/dp/0190078952
https://www.amazon.com/Red-Notice-Bill-Browder-audiobook/dp/B00T567KIA

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.

Hosted on Acast. See acast.com/privacy for more information.