Vonheim #178 Morten Astrup - Hunter Group, Tankers, Oil Service, DOF, Brazil, Offshore Wind, Gram Car Carriers, Inflation, Bonds
Morten Astrup is one of the most active investors in energy and shipping markets in the Nordics, and is currently the new chairman of Hunter Group. Morten Astrup founded Storm Capital Management in 2006 and has experience from a wide range of sectors and strategies. He is the executive Chairman of Storm Bond Fund and has been one of the largest investors in the fund since inception.
00:00 - Hunter Group
06:00 - Tanker Markets Ahead
11:30 - Oil Service Opportunities
15:30 - DOF And How To Find Great Companies
17:55 - Offshore Wind And Nuclear Energy
21:00 - Gram Car Carriers And The RoRo Market Ahead
24:35 - Inflation, War Economy And Interest Rates
27:30 - US Election And Recession Fear
29:00 - The Five Risks In High Yield Investing
35:30 - Quick Fire (India, Saudi, Stocks, Bitcoin, Travel Destinations)
This is the third time Morten joins the Vonheim podcast, the two previous ones have been recorded in Norwegian. Let us know what you think about the episode, and share it with your network.
You can follow Morten Astrup on LinkedIn.
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All opinions expressed by Christopher Vonheim or his guests on this show 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 Show is for informational purposes only.
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