Vonheim

Joakim Hannisdahl is a shipping investor and the founder and CEO of Gersemi Asset Management. Tune in for a great conversation about investing, shipping, and macro markets. 

00:00 - Learnings So Far In 2025

00:40 - Intro Of Joakim Hannisdahl

04:45 - How To Become A Shipping Investor?

10:10 - How To Overcome Losses

18:20 - How To Short Shipping Stocks

21:45 - Instruments To Trade In Shipping

24:28 - Shipping Markets (Car Carriers And Containers)

31:00 - Tankers And Crude Markets

40:05 - VLGCs and LPG/Ammonia

49:00 - Gersemi Asset Management Ambition

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: / 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.

Constantin Baack is the CEO of MPC Capital and MPC Container Ships, a leading player in a niche shipping segment in the container markets. We sat down in Haugesund to discuss the christening of the new vessel NCL Vestland, and how Constantin sees the shipping market ahead. Let us know what you think of the episode and share it with friends and network!

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.

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

Eirik Haavaldsen is Head of Research at Pareto, and one of leading experts on shipping stocks. In this episode, we analyse all shipping segments for 2025, and learn how Eirik finds value in different types of maritime companies. Let us know what you think of the episode, and please comment and share the interview with friends and network. It helps more than you can imagine!

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.

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

00:00 - Learnings So Far In 2025

07:28 - Container Markets

12:25 - Car Carrier And Ro-Ro Markets

19:23 - Gas Markets (LNG and LPG)

22:27 - Golar LNG

26:20 - LPG Ahead

28:25 - John Fredriksen Golden Ocean Exit 

33:10 - Dry Bulk Markets Ahead

40:05 - Tankers Markets And Crude Oil

46:30 - How To Value A Shipping Company 

51:44 - Best Question To Ask Shipping CEOs?

54:33 - How To Make A Career In Shipping And Finance?

01:00:44 - Most Impressive Shipping CEOs And Companies?

01:03:50 - List A Shipping Company In Oslo or New York?

01:05:50 - Favorite Books From Eirik Haavaldsen (Fiction)

Eirik Haavaldsen is Head of Research at Pareto, and one of leading experts on shipping stocks. In this episode, we analyse all shipping segments for 2025, and learn how Eirik finds value in different types of maritime companies. Let us know what you think of the episode, and please comment and share the interview with friends and network. It helps more than you can imagine!

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.

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

Svein Harfjeld is the CEO of DHT, a tanker company listed in New York Stock Exchange. Svein Harfjeld has more than 30 years of experience in the shipping industry. Prior to joining DHT, he was with the BW Group, where he held senior management positions including CEO of BW Offshore, Director of Bergesen and Director of World-Wide Shipping.

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.

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

Svein Harfjeld is the CEO of DHT, a tanker company listed in New York Stock Exchange. Svein Harfjeld has more than 30 years of experience in the shipping industry. Prior to joining DHT, he was with the BW Group, where he held senior management positions including CEO of BW Offshore, Director of Bergesen and Director of World-Wide Shipping.

00:00 - Tanker Market 2025

07:12 - Tanker Supply And Shadow Fleet

12:25 - Shipping Demand For Oil (China, Russia, Iran)

20:30 - Worst Case Scenario For Tankers?

22:20 - Will Shipping Use Green Fuels?

30:35 - The Story Of DHT And Critical Moments

41:08 - The Partnership With Trygve Munthe

46:00 - DHT VS Other Tanker Companies 

51:54 - Scorpio Tankers And Investors In DHT

53:20 - The Frontline Story

57:00 - How To Succeed In Shipping

01:01:45 - Favorite Books To Read

01:03:40 - Andreas Sohmen-Pao And Maria Angelicoussis

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.

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

Bernt Berg-Nielsen is an investor and portfolio manager in Stolt Explorer. Bernt operates a fund inspired by lessons from Warren Buffett, with a special focus on the Nordics and Global equities.

Follow Bernt on X: https://x.com/berg_bernt

00:00 - Why Become An Investor?

03:00 - Lessons From The Financial Crises 2008

08:15 - Interest Rates VS Stock Performance

11:15 - What Makes A Great Investor?

15:35 - Warren Buffett and Omaha Annual Event

18:10 - How To Allocate Capital?

21:30 - Passive Versus Active Investing

23:50 - How To Find Great Stocks With Moats?

30:45 - Kongsberg Gruppen

36:30 - DSV VS Maersk

38:40 - Novo Nordisk

40:40 - The Norwegian Salmon Industry

43:00 - Goals Ahead for Stolt Explorer

48:25 - Book Recommendations

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.

Oystein Kalleklev is the CEO of Flex LNG and Avance Gas, and comes back for a Christmas Special to cover shipping, investing and other interesting stories. Let us know what you think of the episode and share it with friends and network!

00:00 - Avance Gas

12:10 - Flex LNG And LNG Markets Ahead

24:10 - How To Finance Shipping, and Debt Structures

32:20 - The Dark Fleet In Shipping

37:00 - Qatar Energy and EU regulations

39:15 - Shipping Investing In 2025

31:10 - How to Make Shipping More Green?

45:30 - How To Get Things Done and Houston!

48:08 - Impressive Shipping Companies In 2024 (Belships, 2020 Bulkers, DHT)

49:10 - Merch and Books Recommendations

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.

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

Lars Christian Skarsgård is the CEO of the shipping company Belships, listed on the Oslo Stock Exchange. Lars Christian is one of the most respected profiles within the shipping industry and it was great fun to have in back for part 2 in the Vonheim podcast. Let us know what you think of the episode!

00:00 - Introduction and US Predictions

02:36 - The Belships Success Story

07:25 - Market Dynamics in Dry Bulk and Different Ships

09:00 - The Business Strategy for Belships Ahead

13:00 - How to Make a Good Ship Purchase?

20:25 - Buying Ships from Japan, and the edge of Japanese ship building

31:10 - How to Make Shipping More Green?

35:45 - Belships Compared with 2020Bulkers and Golden Ocean

39:45 - Can Belships be Sold?

44:35 - The Dry Bulk and Ultramax Demand Ahead

50:25 - Career Advice and Book Recommendations

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.

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

Steen Jakobsen’s career includes pivotal roles at institutions such as Chase Manhattan, UBS, Christiania Bank, and Saxo Bank where he is recognised for his expertise in markets and trading. Steen is renowned for his annual "Outrageous Predictions" report, which challenges conventional market wisdom and stimulates critical thinking about potential economic scenarios. Steen also serves at several boards including Flex LNG and Frontline.

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.

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