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/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

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/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.

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/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.

00:00 - Intro - Investment Lessons From 2026

03:00 - How Stolt Invests In Equities

06:15 - Omaha Trips And Warren Buffett

12:45 - When To Sell A Stock?

15:55 - How To Invest In AI Revolution?

19:30 - Impressive Nordic Energy Companies

27:30 - Shipping Lessons In AI

31:40 - South Korea Stock Mania

36:10 - Poor Investments In 2026?

38:30 - How To Succeed As A Fund Manager?

47:30 - Book and Podcast Recommendation

Bernt 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/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.

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.

Svein Harald Øygard er en forretningsmann med en imponerende karriere i skjæringspunktet mellom offentlig sektor og privat næringsliv. Han var statssekretær i Finansdepartementet på 90-tallet, fikk rollen som midlertidig sentralbanksjef på Island etter finanskrisen, og tilbrakte over 20 år som direktør og partner i McKinsey, hvor han var utstasjonert i Brasil. I senere tid har Svein Harald bygget energiselskaper i Brasil og Venezuela, vært styreleder i Norwegian og DOF, og nå jobber han med å ta gullgruve selskapet Gold Road fra Arizona på børs.

Sjekk ut følgene linker:

Gold Road Video - https://www.youtube.com/watch?v=HG0v4jZphB8

Svein Harald Øygard sin bok etter Island - https://www.amazon.com/Combat-Zone-Finance-Svein-Oyhard/dp/1912555654

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.

00:00 - Intro (Hormuz, Energy Risks)

08:40 - Gold Mining Adventure

11:45 - Mining History In US

14:30 - Gold Road Inc.

16:51 - Why Should People Invest In Gold?

20:00 - Upcoming IPO in Norway?

25:29 - The Energy Venture In Brazil

32:28 - From Energy To Fin-Tech In Brazil

35:00 - The Incredible Oil Field In Venezuela!

40:40 - Energy Future In Venezuela, Brasil and Guyana

42:40 - US VS China And Global Statistics

48:47 - Being Interim Central Bank Governor In Iceland

Svein Harald Øygard has lived several careers in one lifetime. He helped steer Norway through the banking crisis of 1992 as State Secretary in the Ministry of Finance, spent 21 years as a senior partner at McKinsey, and in 2009 was called in as interim Central Bank Governor of Iceland when the country's economy collapsed. He later co-founded the oil company DBO in Brazil, which later merged into Maha Capital. In Norway, he has chaired Norwegian Air Shuttle and DOF Group through major restructurings. And today he is working on taking the US gold mining company Gold Road on the Oslo Stock Exchange! Tune in, and leave a comment if you like the episode.

Links discussed in the episode:

Gold Road Video - https://www.youtube.com/watch?v=HG0v4jZphB8

In The Combat Zone of Finance - https://www.amazon.com/Combat-Zone-Finance-Svein-Oyhard/dp/1912555654

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.

In this Vonheim interview, Anthony Whitworth shares powerful insights from five decades in the maritime industry. We dive into the untold stories, hard-earned lessons, and the realities of working in one of the most demanding and dynamic sectors in the world.

💡 In this interview, you’ll learn:

- How the global shipping industry really works

- How the dry bulk market work

- Lessons on resilience, leadership, and long-term success

- Behind-the-scenes stories of selling and buying companies

Whether you're interested in business, global trade, or life stories, this conversation offers a look inside an industry that shapes our everyday lives.

📘 Check out Whitworth's book The Saltwater Highway to go even deeper into Tony’s journey and the world of shipping: https://www.anthonyrwhitworth.com

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations, 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.

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

In this episode of Vonheim, we sit down with Svein Ringbakken, CEO of DNK, a leading provider of war risk insurance for the maritime industry, to break down the rapidly evolving threat landscape facing the maritime industry. From escalating tensions in the Middle East to rising risks of terrorism and piracy, we explore what these developments mean for global shipping, trade routes, and maritime operators.

What risks should companies prepare for, and what does the future hold? Leave a comment if you like the episode, and share your feedback with me. It helps the channel!

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations, 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.

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

Andreas von der Heide is the founder and CEO of the Swedish geopolitical advisory firm Consilio International, and one of the most recognized geopolitical experts in the Nordics. In this conversation, we discuss the major geopolitical shifts shaping the world today. From global power competition and economic tensions to the long-term direction of international politics. What does the next decade look like? Are we entering a new global order? And how should businesses and leaders prepare for a more uncertain world?

I hope you enjoy the conversation. Feel free to share your thoughts, feedback, and ideas in the comments.

You can reach Andreas on LinkedIn and X.

X: https://x.com/AvdelningH

LinkedIn: Andreas von der Heide

And also check out Geopodden:

https://geopodden.se/

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy these conversations, 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.

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