Velkommen til Proinvestor Play

#drybulk #shippingstocks #ironore It was fantastic to visit Magnus Halvorsen to record our third podcast episode. Let us know what you think about the episode in the comment section. 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.

#frontline #shipping #crudeoil Lars Barstad is the CEO of Frontline, one of the world leaders in the international seaborne transportation of crude oil. 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 This is the second time Lars Barstad appears on Vonheim, and the first time was a fan-favorite episode. We hope you like this one as well! Topics we cover: Euronav-Deal, Tanker Markets Ahead, Middle East, Shadow Fleet, Stock Valuations, Other Impressive Shipping Companies, New Technology And Much More. 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.

#shipping #oilservice #oilindustry 00:00 - Hunter Group 07:00 - Tanker Markets Ahead 13:25 - Oil Service Opportunities 17:30 - DOF And How To Find Great Companies 20:40 - Offshore Wind And Nuclear Energy 24:00 - Gram Car Carriers And The RoRo Market Ahead 27:50 - Inflation, War Economy And Interest Rates 31:30 - US Election And Recession Fear 32:50 - The Five Risks In High Yield Investing 39:50 - Quick Fire (India, Saudi, Stocks, Bitcoin, Travel Destinations) 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. 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. 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.