Episodit

  • 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.

  • Puuttuva jakso?

    Paina tästä ja päivitä feedi.

  • Nicolai Heidenreich is the managing partner of NRP Maritime Asset Management and has over 25 years of experience within the maritime and shipping sector. Since 2012 he has managed several portfolios of shipping and offshore investments worth in excess USD 150 million. Prior to NRP, Heidenreich was a partner at Pareto Project Finance and also worked for Marine Money.


    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.

  • Nicolai Heidenreich is the managing partner of NRP Maritime Asset Management and has over 25 years of experience within the maritime and shipping sector. Since 2012 he has managed several portfolios of shipping and offshore investments worth in excess USD 150 million. Prior to NRP, Heidenreich was a partner at Pareto Project Finance and also worked for Marine Money.


    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.

  • 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

    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.

  • 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.

  • 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.

  • 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.

  • 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


    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 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.

  • 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?

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


    Follow Vonheim on X 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.

  • 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


    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.

  • 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.

  • 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.