Vonheim Christopher Vonheim

It was fantastic to visit Magnus Halvorsen to record our third podcast episode. The topics are under:
00:00 - The Latest From 2020 Bulkers
03:03 - The History And Lessons From 2020 Bulkers
10:55 - Discipline In Shipping, Fleet Decisions And China
17:45 - Tankers And Oil Versus Capsize And Dry Bulk
21:20 - 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 Advice
Magnus 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/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.

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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 Politics
05:47 - Frontline View On The Market
10:25 - The Euronav-deal
14:45 - The Frontline Machine
19:30 - 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 Price
50:31 - Most Interesting Crude Markets Ahead
54:15 - Most Impressive Shipping Companies Besides Frontline?
55:50 - How To Succeed In Shipping?
59:55 - Green Technology And Fuel In Shipping
1:02:40 - Book Recommendation
Topics 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 Barstad
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 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.

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.
LinkedIn Profile
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 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.


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Aristidis Alafouzos is the Chief Executive Officer for Okeanis Eco Tankers, ECO (NYSE) & OET (Oslo). The company has a modern and unique tanker fleet that has out-performed most of their competitors over the last years. Behind the company is the Greek Alafouzos family who has for generations been one of the most impressive industry builders in Greece across several industries, including shipping, capital management, media, newspapers and sports.
Hope you enjoy this episode and let us know what you think of the episode, tankers and Okeanis in the review.
You can follow Aristidis Alafouzes on Twitter.
https://twitter.com/Aristidis
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.

Federica Maiorano is the Chief Commercial Officer at Spot Ship, and one of the most influential speakers on energy, shipping and material. In this episode, Federica explains how she got interested in shipping, and what she hopes to achieve with Spot Ship. We also cover stories on the crude market, Middle East and Panama Canal.
Follow Federica on LinkedIn:
LinkedIn: Federica Maiorano
 
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.

Federica Maiorano is the Chief Commercial Officer at Spot Ship, and one of the most influential speakers on energy, shipping and material. In this episode, Federica explains how she got interested in shipping, and what she hopes to achieve with Spot Ship. We also cover stories on the crude market, Middle East and Panama Canal.
Follow Federica on LinkedIn:
LinkedIn: Federica Maiorano
 
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.