#198 Lars Barstad (Highlight) - The Frontline Investment Case 2026
Lars Barstad is the CEO of Frontline. The biggest listed tanker company in the world. Tune in for a masterclass in shipping and commodities, and leave a comment under the video if you find it interest...
8 Joulu 202531min
#198 Lars Barstad - Frontline, Oil Demand, Geopolitics, Investing, "Old School" Bull Market, Expectations For 2026
Lars Barstad is the CEO of Frontline. The biggest listed tanker company in the world. Tune in for a masterclass in shipping and commodities, and leave a comment under the video if you find it interest...
3 Joulu 20251h 15min
#197 James Lightbourn - Maritime Investments, Trump Orders, CoolCo, Tankers, LNG, gCaptain, Career Advice
00:00 - Intro And Shipping Bug02:30 - Airlines VS Shipping06:55 - Biggest Shipping Stories In 202510:45 - Can US Become A Maritime Super Power?18:20 - Where To Invest Now?24:20 - CoolCo Going Private2...
12 Marras 202555min
#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 woul...
29 Syys 202549min
#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
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?
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
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
