#196 Morten Astrup - Nordic Stocks 2025, Ellos, Hunter Group, Tromsø, Svalbard, Verbier, Investing Principles, Arne Næss jr.
Vonheim29 Syys 2025

#196 Morten Astrup - Nordic Stocks 2025, Ellos, Hunter Group, Tromsø, Svalbard, Verbier, Investing Principles, Arne Næss jr.

Morten Astrup is one of the most active investors in the Nordic capital markets. He also runs Storm Capital Management, and Storm Bond Fund. We cover plenty of topics in this conversation, and we would love your feedback on investment cases and other topics we discuss. Please share the episode, and comment under the episode if you enjoy it! It helps us reach more people.


00:00 - US Tech (Bubble?)

04:30 - Investment In Ellos (Retail)

09:25 - Interest Rates Going Forward

13:55 - What Makes A Great Investor?

20:15 - Morten Astrup's Investment Philsophy

22:15 - Nordic Stocks 2025 (Ideas)

29:10 - Habits And Routines

31:00 - Tourism (Tromsø, Svalbard, Verbier)

37:14 - Hotel Investing In Verbier

39:45 - Living In Switzerland (pros and cons)

41:27 - Morten's Scorecard? (money vs. passion)

45:40 - Mentors And Arne Næss jr.


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


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.

Jaksot(297)

#195 Kristian Sørensen - Shipping, Investing, BW LPG, US Export, India, China, Andreas Sohmen-Pao, Career Advice

#195 Kristian Sørensen - Shipping, Investing, BW LPG, US Export, India, China, Andreas Sohmen-Pao, Career Advice

00:00 - Geo-Politics And Investor Questions 06:12 - The LPG Market (US, Asia, Middle East)15:45 - The Order Book In VLGCs19:50 - Buying The Avance Fleet25:15 - Andreas Sohmen-Pao and BW Group29:05 - T...

24 Syys 20251h 6min

#194 Alexander Saverys - CMB. TECH, John Fredriksen Deals, Golden Ocean, Africa, Green Fuels, Investing, Career Advice

#194 Alexander Saverys - CMB. TECH, John Fredriksen Deals, Golden Ocean, Africa, Green Fuels, Investing, Career Advice

00:00 - Intro (Trump, Tariffs, Geo-Politics)02:08 - Shipping Deals With John Fredriksen (Frontline / Golden Ocean)11:02 - CMB.TECH Investment Case18:20 - Investing In The Production Of Green Fuels 21:...

18 Elo 202557min

#193 Lars-Christian Svensen (Highlight) - How To Build A Successful Career In Maritime And Business?

#193 Lars-Christian Svensen (Highlight) - How To Build A Successful Career In Maritime And Business?

Lars-Christian Svensen is the CEO of Himalaya Shipping, 2020 Bulkers and Andes Tankers. All projects and stock-listed companies built up by Tor Olav Trøim and Magnus Halvorsen. In this episode, we dis...

14 Heinä 202511min

#193 Lars-Christian Svensen - Himalaya Shipping, 2020 Bulkers, Dry Bulk, Investing, Magnus Halvorsen, Tor Olav Trøim, VLCC

#193 Lars-Christian Svensen - Himalaya Shipping, 2020 Bulkers, Dry Bulk, Investing, Magnus Halvorsen, Tor Olav Trøim, VLCC

00:00 - Investors in New York03:14 - Being CEO of Himalaya Shipping and 2020 Bulkers08:00 - Skin In The Game09:00 - Dry Bulk Shipping In 202520:00 - Coal, China And Green Fuels22:52 - Black And Grey S...

7 Heinä 202540min

#192 Joakim Hannisdahl - Shipping Stocks 2025, Investing Ideas, Oil Tankers, VLGC, Containers And Shipping Cycles

#192 Joakim Hannisdahl - Shipping Stocks 2025, Investing Ideas, Oil Tankers, VLGC, Containers And Shipping Cycles

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...

3 Kesä 202551min

#191 Constantin Baack - MPC Container Ships 2025, US Tariffs, Methanol, Container Markets, And Red Sea

#191 Constantin Baack - MPC Container Ships 2025, US Tariffs, Methanol, Container Markets, And Red Sea

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 ne...

7 Huhti 202519min

#190 Eirik Haavaldsen (Highlight) - How To Invest In Shipping, And Succeed In Finance?

#190 Eirik Haavaldsen (Highlight) - How To Invest In Shipping, And Succeed In Finance?

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 ...

2 Huhti 202515min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
hyva-paha-johtaminen
ostan-asuntoja-podcast
rss-rahamania
rss-lahtijat
rss-startup-ministerio
rss-seuraava-potilas
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-rentotapaus
rss-sisalto-kuntoon
rss-porssipodi
sijoituspodi
rss-lain-elamaa
rss-rikasta-elamaa
rss-tuottava-ja-hyvinvoiva-pk-yritys
rss-asiakaskokemusklubi