#197 James Lightbourn - Maritime Investments, Trump Orders, CoolCo, Tankers, LNG, gCaptain, Career Advice
Vonheim12 Nov 2025

#197 James Lightbourn - Maritime Investments, Trump Orders, CoolCo, Tankers, LNG, gCaptain, Career Advice

00:00 - Intro And Shipping Bug

02:30 - Airlines VS Shipping

06:55 - Biggest Shipping Stories In 2025

10:45 - Can US Become A Maritime Super Power?

18:20 - Where To Invest Now?

24:20 - CoolCo Going Private

28:30 - Biggest Mistake When Investing In Shipping!

30:35 - Best And Worst Segment In 2026?

39:15 - How To Make It In Shipping?

50:30 - Favorite Books

52:15 - Final Reflections


James Lightbourn is a shipping financier, founder of Cavalier Shipping and author of Freight + Fortune. A must follow if you are into the maritime and shipping industry! In this conversation we cover politics, investing and best-practice in building a shipping career. Hope you like the conversation, and follow James on LinkedIn and Substack (Freight + Fortune).


Follow the newsletter here: https://substack.com/@cavaliershipping


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

Hosted on Acast. See acast.com/privacy for more information.

Episoder(297)

#190 Eirik Haavaldsen - Shipping Stocks 2025, Containers, Ro-Ro, LNG, LPG, Dry Bulk, Tankers, Valuations

#190 Eirik Haavaldsen - Shipping Stocks 2025, Containers, Ro-Ro, LNG, LPG, Dry Bulk, Tankers, Valuations

00:00 - Learnings So Far In 202507:28 - Container Markets12:25 - Car Carrier And Ro-Ro Markets19:23 - Gas Markets (LNG and LPG)22:27 - Golar LNG26:20 - LPG Ahead28:25 - John Fredriksen Golden Ocean Ex...

17 Mar 20251h 8min

#189 Svein Moxnes Harfjeld (Highlight) - The Story Of DHT And Partnership With Trygve Munthe

#189 Svein Moxnes Harfjeld (Highlight) - The Story Of DHT And Partnership With Trygve Munthe

Svein Harfjeld is the CEO of DHT, a tanker company listed in New York Stock Exchange. Svein Harfjeld has more than 30 years of experience in the shipping industry. Prior to joining DHT, he was with th...

26 Feb 202514min

#189 Svein Moxnes Harfjeld | DHT, Tanker Market 2025, Oil, Trygve Munthe, Capital Strategy, Shipping Investing

#189 Svein Moxnes Harfjeld | DHT, Tanker Market 2025, Oil, Trygve Munthe, Capital Strategy, Shipping Investing

Svein Harfjeld is the CEO of DHT, a tanker company listed in New York Stock Exchange. Svein Harfjeld has more than 30 years of experience in the shipping industry. Prior to joining DHT, he was with th...

17 Feb 20251h 7min

#188 Bernt Berg-Nielsen - How To Invest In 2025, Buffett And Munger Lessons, Nordic Stocks, Books

#188 Bernt Berg-Nielsen - How To Invest In 2025, Buffett And Munger Lessons, Nordic Stocks, Books

Bernt Berg-Nielsen is an investor and portfolio manager in Stolt Explorer. Bernt operates a fund inspired by lessons from Warren Buffett, with a special focus on the Nordics and Global equities.Follow...

1 Jan 202551min

#187 Oystein Kalleklev - Avance Gas, Flex LNG, Shipping Investing 2025, Dark Fleet, Energy Markets, Books

#187 Oystein Kalleklev - Avance Gas, Flex LNG, Shipping Investing 2025, Dark Fleet, Energy Markets, Books

Oystein Kalleklev is the CEO of Flex LNG and Avance Gas, and comes back for a Christmas Special to cover shipping, investing and other interesting stories. Let us know what you think of the episode an...

12 Des 202456min

#186 Lars Christian Skarsgård - Belships, Shipping, Dry Bulk, Ship Buying, Japan, Strategy, Career Advice

#186 Lars Christian Skarsgård - Belships, Shipping, Dry Bulk, Ship Buying, Japan, Strategy, Career Advice

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 gr...

13 Nov 202456min

#185 Steen Jakobsen - US Election, Investing 2025, Energy, Shipping, Saxo Bank, Mentoring

#185 Steen Jakobsen - US Election, Investing 2025, Energy, Shipping, Saxo Bank, Mentoring

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 r...

1 Nov 202445min

#184 Nicolai Heidenreich (Highlight) - How To Build A Shipping Fund

#184 Nicolai Heidenreich (Highlight) - How To Build A Shipping Fund

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 o...

11 Okt 202418min

Populært innen Business og økonomi

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