Vonheim

Constantin Baack is CEO of MPC Oceanic Group (formerly MPC Capital) and CEO of MPC Container Ships ASA. Baack has 20 years of experience across shipping operations, corporate strategy, capital markets, and alternative assets. Under his leadership, MPC Oceanic has grown into an integrated investment, services, and operating group spanning maritime and energy infrastructure, managing or operating more than 500 vessels and energy assets worth over €5.4 billion.Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy the episodes, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and executives.Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVRListen to Vonheim on Apple Podcasts: https://apple.co/39125GbChristopher Vonheim on Twitter: https://twitter.com/ChrisVonheimChristopher Vonheim on Web: https://christophervonheim.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, I sit down with Alexander Saverys, CEO of CMB.TECH, to talk tankers, dry bulk, the company's recent ship sales, and what investors can expect from CMB.TECH going forward.CMB.TECH is an Belgium and Oslo-based shipping group with a fleet of 200+ vessels spanning tankers, dry bulk, and offshore assets, plus a newbuilding program aimed at future-proofing the fleet. The company has diversified beyond tankers in recent years, including its acquisition of Golden Ocean in dry bulk. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy the episodes, 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. Leave a positive comment if you want to support the show!Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVRListen to Vonheim on Apple Podcasts: https://apple.co/39125GbChristopher Vonheim on Twitter: https://twitter.com/ChrisVonheimChristopher Vonheim on Web: https://christophervonheim.comDisclaimer: 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.

Jørgen Lian is a shipping equity analyst at DNB and one of the most respected voices in the sector. We cover geopolitics and the situation in Hormuz, the Panama Canal, and the key issues facing each shipping segment, and where Jørgen sees the most interesting investment ideas right now.Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy the episodes, 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. Leave a positive comment if you want to support the show! Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVRListen to Vonheim on Apple Podcasts: https://apple.co/39125GbChristopher Vonheim on Twitter: https://twitter.com/ChrisVonheimChristopher Vonheim on Web: https://christophervonheim.comDisclaimer: 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 - Investment Lessons From 202603:00 - How Stolt Invests In Equities06:15 - Omaha Trips And Warren Buffett12:45 - When To Sell A Stock?15:55 - How To Invest In AI Revolution?19:30 - Impressive Nordic Energy Companies27:30 - Shipping Lessons In AI31:40 - South Korea Stock Mania 36:10 - Poor Investments In 2026?38:30 - How To Succeed As A Fund Manager?47:30 - Book and Podcast RecommendationBernt 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/3vKLfVRListen to Vonheim on Apple Podcasts: https://apple.co/39125GbChristopher Vonheim on Twitter: https://twitter.com/ChrisVonheimChristopher Vonheim on Web: https://christophervonheim.comDisclaimer: 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.