Afleveringen
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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.
Hosted on Acast. See acast.com/privacy for more information.
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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.
Hosted on Acast. See acast.com/privacy for more information.
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Zijn er afleveringen die ontbreken?
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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.
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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.
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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
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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.
Hosted on Acast. See acast.com/privacy for more information.
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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?
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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.
Hosted on Acast. See acast.com/privacy for more information.
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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 [email protected] 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.
Hosted on Acast. See acast.com/privacy for more information.
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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 [email protected] or use the contact form at www.christophervonheim.com
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YouTube: Christopher Vonheim
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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.
Hosted on Acast. See acast.com/privacy for more information.
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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 [email protected] 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.
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Jon Kåre Stene er medgrunder av Oda og Skyfall Ventures. Ved hjelp av sin gjennomføringsevne og kunnskap har Jon Kåre bidratt til at Norge har produsert mange nye tech-selskaper i ulike sektorer. I denne episode forteller Jon Kåre om ambisjoner, longevity, AI, krypto, kjernekraft og hvordan AS Norge kan bli bedre til verdiskapning.
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.
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Jon Kåre Stene er medgrunder av Oda og Skyfall Ventures. Ved hjelp av sin gjennomføringsevne og kunnskap har Jon Kåre bidratt til at Norge har produsert mange nye tech-selskaper i ulike sektorer. I denne episode forteller Jon Kåre om ambisjoner, longevity, AI, krypto, kjernekraft og hvordan AS Norge kan bli bedre til verdiskapning. Vi får også 5 bokanbefalinger av Jon Kåre.
00:00 - Future Sea
01:40 - Ambisjoner
11:10 - Hvordan hente penger i 2024?
14:00 - Longevity
29:00 - AI
44:25 - Krypto
56:30 - Kjernekraft
1:05:25 - Norge AS
1:15:00 - Jon Kåre Stenes favorittbøker
Bokanbefalinger fra Jon Kåre:
Peter Attia - Outlive
Mustafa Suleyman - The Coming Wave
Johann Hari - Stolen Focus
Walter Isaacson - Elon Musk
Arnold Schwarzenegger - Be Useful
Samarbeidspartner: Future Sea og Norinnova
Driver du en start-up eller et innovativt prosjekt som har fokus på havet og den blå økonomien? Da burde du vite om FutureSea, et nasjonalt vekst-program arrangert av DNB og Norinnova, som hjelper selskaper å ta sitt neste steg.
FutureSea fokuserer på nettverksmøter, deling av erfaring og veiledning. I tillegg til tematiske samlinger med gode innledere og eksperter, får du mellom samlingene oppfølging av rådgivere, mentorer og personlig coaching fra Olympiatoppen. Så har du et innovativt selskap med globale ambisjoner, der havet skaper nye forretningsmuligheter – følg denne lenken
20. januar er søknadsfristen til FutureSea Accelerator.
Follow Vonheim on X / Twitter and YouTube:
YouTube: Christopher Vonheim
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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.
Hosted on Acast. See acast.com/privacy for more information.
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Dr. Anas Alhajji is a renowned speaker and author of research papers and articles with a focus on oil and gas markets, energy security and energy taxation. He has previously served as chief economist at NGP Energy Capital Management, a private equity firm.
Follow Anas Alhajji on X and Substack:
Substack: anasalhajjieoa.substack.com
X: https://twitter.com/anasalhajji
Partnership, recruitment & Ad enquiries?
For business and partnerships enquiries email [email protected] or use the contact form at www.christophervonheim.com
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YouTube: Christopher Vonheim
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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.
Hosted on Acast. See acast.com/privacy for more information.
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Anas F. Alhajji is an energy expert, researcher, author, and speaker. He advises governments, financial institutions and investors on various energy market issues.
00:00 - Intro
00:30 - Red Sea And Suez Canal
04:05 - Oil & LNG Markets In 2023 and 2024
15:02 - Russian Economy, Sanctions, And Oil&Gas Trade
26:45 - Common Sense, COP28, Climate Change Ahead
34:30 - How Sustainable Are Electric Vehicles?
39:40 - How Will Higher Interest Rates Affect Energy Stocks?
42:18 - Should We Re-Design The Grid?
43:05 - Venezuela, Guyana, Brazil, Argentina
49:20 - Nuclear, What To Do?
52:00 - How To Invest In 2024
Dr. Anas Alhajji is a renowned speaker and author of research papers and articles with a focus on oil and gas markets, energy security and energy taxation. He has previously served as chief economist at NGP Energy Capital Management, a private equity firm. Anas is one of the most popular guest I have interviewed, and to get the second interview to start of 2024 with is fantastic. Let me know what you think of it.
Follow Anas Alhajji on X and Substack:
Substack: anasalhajjieoa.substack.com
X: https://twitter.com/anasalhajji
Partnership, recruitment & Ad enquiries?
For business and partnerships enquiries email [email protected] or use the contact form at www.christophervonheim.com
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YouTube: Christopher Vonheim
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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.
Hosted on Acast. See acast.com/privacy for more information.
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Constantin Baack is the CEO of MPCC, a containership company listed on Oslo Stock Exchange.
Baack commenced his career in the marine operations department at Hamburg Süd in Sydney before moving to Ernst & Young within auditing and transaction advisory out of Hamburg and Shanghai. In 2008, Baack joined the MPC Group in Hamburg where he has since held various senior management positions in Germany and abroad, including Managing Director of Ahrenkiel Steamship, Head of Shipping of the MPC Group and CFO of Frankfurt-listed investment and asset manager MPC Capital AG.
Partnership, recruitment & Ad enquiries?
For business and partnerships enquiries email [email protected] 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.
Hosted on Acast. See acast.com/privacy for more information.
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Constantin Baack is the CEO of MPCC, a containership company listed on Oslo Stock Exchange.
00:00 - Summary of 2023
02:40 - Investing in Green Ships
04:38 - Risk Management
06:08 - Norway and Germany Collaboration
09:37 - German Economy
13:45 - How Bad is the Container Market?
17:25 - MPCC Long Term Contracts
19:15 - Will MPCC Be Sold In The Future?
21:00 - Stock Performance For MPCC
22:25 - Should Shipping Investors Be Loyal?
25:20 - Investor Relations Learnings
27:20 - New York Stock Exchange Listing
28:45 - Is Valuation a Science or an Art?
31:10 - What is the Value of MPCC?
33:00 - Expectations For 2024?
35:15 - Personal Development
37:35 - Disclaimer
Baack commenced his career in the marine operations department at Hamburg Süd in Sydney before moving to Ernst & Young within auditing and transaction advisory out of Hamburg and Shanghai. In 2008, Baack joined the MPC Group in Hamburg where he has since held various senior management positions in Germany and abroad, including Managing Director of Ahrenkiel Steamship, Head of Shipping of the MPC Group and CFO of Frankfurt-listed investment and asset manager MPC Capital AG.
Partnership, recruitment & Ad enquiries?
For business and partnerships enquiries email [email protected] or use the contact form at www.christophervonheim.com
Follow Vonheim on X / Twitter and YouTube:
YouTube: Christopher Vonheim
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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.
Hosted on Acast. See acast.com/privacy for more information.
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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 [email protected] or use the contact form at www.christophervonheim.com
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YouTube: Christopher Vonheim
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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.
Hosted on Acast. See acast.com/privacy for more information.
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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?
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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.
Hosted on Acast. See acast.com/privacy for more information.
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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 [email protected] or use the contact form at www.christophervonheim.com
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YouTube: Christopher Vonheim
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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.
Hosted on Acast. See acast.com/privacy for more information.
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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 [email protected] 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.
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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 [email protected] 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.
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