#180 Magnus Halvorsen - 2020 Bulkers, Shipping Lessons, Dry Bulk In 2024, Commodities, China And Investing
Vonheim23 Apr 2024

#180 Magnus Halvorsen - 2020 Bulkers, Shipping Lessons, Dry Bulk In 2024, Commodities, China And Investing

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.

Episoder(297)

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

#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 Sep 202549min

#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 Sep 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 Aug 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 Jul 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 Jul 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 Jun 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 Apr 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 Apr 202515min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengesnakk
livet-pa-veien-med-jan-erik-larssen
utbytte
rss-politisk-preik
pengepodden-2
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
lederpodden
rss-pa-konto
liberal-halvtime
rss-sunn-okonomi