Vonheim

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.

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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?

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.

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

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.