#208 Jorgen Lian - Hormuz, Panama Canal, China's Playbook And Shipping Stocks 2026
Vonheim24 Aug

#208 Jorgen Lian - Hormuz, Panama Canal, China's Playbook And Shipping Stocks 2026

Jørgen Lian is a shipping equity analyst at DNB and one of the most respected voices in the sector. We cover geopolitics and the situation in Hormuz, the Panama Canal, and the key issues facing each shipping segment, and where Jørgen sees the most interesting investment ideas right now.


Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy the episodes, 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. Leave a positive comment if you want to support the show!


Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVR

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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.


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Avsnitt(304)

#210 Constantin Baack - MPCC Update, Containers, New Shipping Fund, Germany, Career Advice

#210 Constantin Baack - MPCC Update, Containers, New Shipping Fund, Germany, Career Advice

Constantin Baack is CEO of MPC Oceanic Group (formerly MPC Capital) and CEO of MPC Container Ships ASA. Baack has 20 years of experience across shipping operations, corporate strategy, capital markets...

17 Sep 47min

#209 Alexander Saverys - CMB.TECH Update, Tankers, Dry Bulk And What's Next For Shipping?

#209 Alexander Saverys - CMB.TECH Update, Tankers, Dry Bulk And What's Next For Shipping?

In this episode, I sit down with Alexander Saverys, CEO of CMB.TECH, to talk tankers, dry bulk, the company's recent ship sales, and what investors can expect from CMB.TECH going forward.CMB.TECH is a...

10 Sep 15min

#207 Bernt Berg-Nielsen - Nordic Stocks, AI Investments, South Korea, Shipping Lessons, Warren Buffett

#207 Bernt Berg-Nielsen - Nordic Stocks, AI Investments, South Korea, Shipping Lessons, Warren Buffett

00:00 - Intro - Investment Lessons From 202603:00 - How Stolt Invests In Equities06:15 - Omaha Trips And Warren Buffett12:45 - When To Sell A Stock?15:55 - How To Invest In AI Revolution?19:30 - Impre...

3 Juli 50min

#206 Kjetil Houg - How To Invest In The Nordics, Folketrygdfondet And What It Takes To Succeed As An Investor Today

#206 Kjetil Houg - How To Invest In The Nordics, Folketrygdfondet And What It Takes To Succeed As An Investor Today

Kjetil Houg is the CEO of Folketrygdfondet, the largest institutional investor on the Oslo Stock Exchange, investing across all Nordic markets. Kjetil brings decades of diverse experience in the finan...

25 Maj 56min

#205 Svein Harald Øygard - Iran Krig, Gull-satsning, AI, Norsk Næringsliv, Sør-Amerika Muligheter, Råd Til Entreprenører

#205 Svein Harald Øygard - Iran Krig, Gull-satsning, AI, Norsk Næringsliv, Sør-Amerika Muligheter, Råd Til Entreprenører

Svein Harald Øygard er en forretningsmann med en imponerende karriere i skjæringspunktet mellom offentlig sektor og privat næringsliv. Han var statssekretær i Finansdepartementet på 90-tallet, fikk ro...

18 Maj 24min

#204 Svein Harald Oygard - Energy Crises, Taking Gold Road Public, Latin America Investments & 2026 Investor Outlook

#204 Svein Harald Oygard - Energy Crises, Taking Gold Road Public, Latin America Investments & 2026 Investor Outlook

00:00 - Intro (Hormuz, Energy Risks)08:40 - Gold Mining Adventure11:45 - Mining History In US14:30 - Gold Road Inc.16:51 - Why Should People Invest In Gold?20:00 - Upcoming IPO in Norway?25:29 - The E...

14 Maj 52min

#203 Anthony Whitworth - My Lessons And Principles After 50 Years In Shipping

#203 Anthony Whitworth - My Lessons And Principles After 50 Years In Shipping

In this Vonheim interview, Anthony Whitworth shares powerful insights from five decades in the maritime industry. We dive into the untold stories, hard-earned lessons, and the realities of working in ...

2 Apr 1h 5min

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