Nicolai Heidenreich is the managing partner of NRP Maritime Asset Management and has over 25 years of experience within the maritime and shipping sector. Since 2012 he has managed several portfolios of shipping and offshore investments worth in excess USD 150 million. Prior to NRP, Heidenreich was a partner at Pareto Project Finance and also worked for Marine Money.

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.

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This is a conversation that took place at Marine Money conference last week. Joakim Hannisdahl shares his journey as a shipping investor, and why he started the shipping hedgefund Gersemi Asset Management.

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

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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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Helen Czerski is a British physicist, oceanographer and television presenter. Czerski is an associate professor in the department of mechanical engineering at University College London. She has also recently released her book Blue Machine, a fascinating read about the ocean and how it shapes our world, how it impacts our lives and how it helps us today.

Helen's book:

Blue Machine

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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Engebret Dahm has more than 30 years’ experience in the shipping and finance industries, and is the CEO of Klaveness Combination Carriers (KCC). Prior to that he was the CEO of Norwegian Car Carriers AS and he worked in the period 1998-2000 for Crédit Agricole CIB in Paris. KCC has a unique fleet that consists of eight CABU combination carriers and eight CLEANBU combination carriers, with three CABU newbuilds arriving in 2026.

00:00 - Why Work In Shipping?

00:50 - Klaveness Combination Idea And Legacy

06:45 - Klaveness Fleet Concepts And Learnings

15:40 - The Difficult Times For KCC (CLEANBU Expansion)

22:30 - Markets Ahead For Dry Bulk And Product Tankers

30:50 - Leadership And Culture In Klaveness

35:10 - Talent Development And Attracting The Best People

37:50 - How To Decarbonise Shipping?

41:40 - The Future Shipping Fuel

43:20 - Wilhelmsen And Wallenius Wilhelmsen

44:15 - Startups And New Ideas In Shipping

47:05 - Quick Fire: (Leading Shipping Cities, Shipyard Nations, And Book Recommendation)

Recommended author and book:

Haruki Murakami - Killing Commendatore

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.

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.

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

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

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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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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.

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

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.