Vonheim

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.

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.

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.

00:00 - Norway

00:30 - Why is Denmark great at shipping?

01:40 - Mikael's time at TORM, and key lessons

04:25 - Why start Hafnia Tankers?

08:22 - Don't lose money on your first deal

10:40 - Why did Hafnia become a huge success?

13:50 - Flexible versus scale in shipping

15:00 - How does the tanker market work?

22:00 - How long will the rates be strong?

24:25 - The biggest moat you can get in shipping

29:10 - What's the Hafnia culture?

32:40 - Founder versus CEO role

35:15 - How to transition shipping to green solutions?

41:20 - Biggest stories in shipping (China, Taiwan, New Trade Routes)

43:30 - Mikael's book tips (Red Notice by Bill Browder and The World For Sale by Javier Blas)

45:00 - Career and life advice

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.

Svein Harald Øygård er styreleder for Norwegian og DOF, grunder av energiselskaper i Brasil, og tidligere sentralbanksjef på Island under finanskrisen. Sistnevnte erfaring førte til at Svein Harald skrev boken På Finanskrisens Slagmark, som er utgitt på flere språk.

Link til boken: In the Combat Zone of Finance

Podcast om renter: Vett og Vitenskap med med Gaute Einevoll

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.

Svein Harald Øygård er styreleder for Norwegian og DOF, grunder av energiselskaper i Brasil, og tidligere sentralbanksjef på Island under finanskrisen. Sistnevnte erfaring førte til at Svein Harald skrev boken På Finanskrisens Slagmark, som er utgitt på flere språk.

Link til boken: In the Combat Zone of Finance

Podcast om renter: Vett og Vitenskap med med Gaute Einevoll

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.

Geir Førre er en av Norges fremste grundere. Han har bygget opp tre ulike teknologi-selskaper til milliard-virksomheter, og bruker nå sin kompetanse til å investere i Norges neste entreprenører. I denne episoden får du høre om erfaringene Geir har samlet opp på veien, og hvordan han ønsker å utvikle selskaper fremover. Episoden er også tilgjengelig på YouTube.

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.

Geir Førre er en av Norges fremste grundere. Han har bygget opp tre ulike teknologi-selskaper til milliard-virksomheter, og bruker nå sin kompetanse til å investere i Norges neste entreprenører. I denne episoden får du høre om erfaringene Geir har samlet opp på veien, og hvordan han ønsker å utvikle selskaper fremover. Episoden er også tilgjengelig på YouTube.

00:00 - Om oppveksten i Førre, bondevett og utdannelse

04:40 - Få har en masterplan i livet sitt og historien til Chipcon AS

05:25 - Hvorfor ble Chipcon en milliardsuksess?

06:05 - Ingebrigt Steen Jensen og sette seg store mål

12:15 - Mennesker på sitt beste og sitt verste

14:00 - Reisen med Energy Micro

19:30 - Gå på en smell

21:50 - Sylskarpt fokus

23:15 - Hvordan hjelpe grundere og ledere med depresjon

35:50 - Hva ser Geir etter når han investerer

40:30 - Ledelse og styrearbeid

44:05 - Hva kjennetegner de beste styreledere?

46:50 - Hva Geir ville gjort som næringsminister

49:25 - Norge sitt syn på oppdrettsnæringen

50:30 - Kultur

51:40 - Sveits

52:10 - Kontrær og rett

55:00 - Volatilitet på børs

56:20 - Geir sine planer

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.

Philip Eystein Fjeld has been working in the natural gas industry since 2002 when he joined Hoegh LNG, an LNG ship owner in Oslo. He later co-founded Flex LNG together with Jostein Ueland and Trym Tveitnes. The company was later bought by the John Fredriksen system. Philip then decided to start CNG Fuels in 2014. Which today operates the UK’s largest CNG refuelling network. RTFS was founded in 2017 and is Europe’s largest supplier of unsupported biomethane to the transport sector. The two businesses have combined in 2023 to make ReFuels, forming a fully integrated energy supplier dedicated to decarbonising Europe’s commercial fleet.

Partnership, recruitment & Ad enquiries?

For business and partnerships enquiries email [email protected] or use the contact form at www.christophervonheim.com

Follow Vonheim on Twitter and YouTube:

YouTube: Christopher Vonheim

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.

Philip Eystein Fjeld has been working in the natural gas industry since 2002 when he joined Hoegh LNG, an LNG ship owner in Oslo. He later co-founded Flex LNG together with Jostein Ueland and Trym Tveitnes. The company was later bought by the John Fredriksen system.

Philip then decided to start CNG Fuels in 2014. Which today operates the UK’s largest CNG refuelling network. RTFS was founded in 2017 and is Europe’s largest supplier of unsupported biomethane to the transport sector. The two businesses have combined in 2023 to make ReFuels, forming a fully integrated energy supplier dedicated to decarbonising Europe’s commercial fleet.

00:00 - How Philip ended up in the gas industry and co-founding FLEX LNG

05:12 - Are there any regrets and learning from the FLEX LNG journey?

08:20 - What sparked the idea for ReFuels / CNG Fuels

11:08 - How to convince people and companies to buy your solution / product

15:15 - How to replace diesel as a fuel for trucks

18:08 - Why energy needs to be reliable, cost-effective and available at scale

23:30 - Why list ReFuels on the Stock Exchange, and what's next?

27:50 - Why list a company in Norway, and not UK or Holland

30:00 - How to invest in green energy stocks?

38:30 - How much can the biogas market grow globally?

42:15 - What you need to succeed as an entrepreneur

46:35 - Where should you move to live and build your career

49:55 - Outro

Partnership, recruitment & Ad enquiries?

For business and partnerships enquiries email [email protected] or use the contact form at www.christophervonheim.com

Follow Vonheim on Twitter and YouTube:

YouTube: Christopher Vonheim

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.

Ed Conway is the Economics Editor of Sky News, and the author of Material World. He is a former correspondent for the Daily Mail newspaper and the Economics Editor of The Daily Telegraph and the Sunday Telegraph newspapers. Ed has a wealth of knowledge and it was a big privilege to interview him. Hope you like the episode and check out his latest book Material World.

Follow Ed Conway and check out Material World

Homepage: https://www.edmundconway.com

X / Twitter: https://twitter.com/EdConwaySky

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

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