Vonheim

Peter Warren er en norsk investor og finansekspert. Peter er kjent for sin kunnskap og lidenskap innen investeringer, samfunn og geopolitikk, samt sin rolle gjennom podcasten Tid er Penger. Peter er også tidligere spesialsoldat, og enda involvert i flere prosjekter utenlands. Sist i forbindelse med Ukraina krigen.00:00 - Halloween og status for 202301:50 - Er verden kommet til et veiskille?07:50 - The Pigeon Tunnel15:00 - Hvordan Peter Warren designer sine dager26:00 - Arnold Schwarzenegger30:05 - Søvn og kveldsrutiner34:10 - Få har opplevd kriser i næringslivet i dag41:00 - Inflasjon44:00 - Sentralbanker og politikere48:15 - Boligpriser og meglere52:10 - Kjetil Hatlebrekke55:40 - Citadel, BlackStone, BlackRock eller Bridgewater?1:01:05 - Private Equity1:02:40 - Ken Griffin og Citadel-historien1:09:30 - Aksjefond og sminking av resultater1:11:20 - Hva ville Peter Warren holdt et fag i?1:18:10 - Charlie Munger1:21:40 - Svak kronekurs og investeringer1:22:05 - Bli finansminister eller sjef for PST i Norge?1:27:40 - Kan Oslo bli en internasjonal finansby?1:32:20 - Bitcoin og veien videre1:38:50 - Hvor burde man bo i utlandet?1:44:30 - Peter sine bokanbefalinger1:45:40 - Tid er Penger-suksessen, og Sverre Rørvik NilsenBooks Recommended: Kjetil Anders Hatlebrekke - Problem of Secret Intelligence, The - Intelligence, Surveillance and Secret WarfareEirik Johan Kristoffersen - Jegerånden - å lede i fred, krise og krigFollow Peter Warren on X / Twitter and Podcast:X: https://twitter.com/petercwarrenPodcast: www.tiderpenger.noThis episode is produced by Nomono: Tools for great storytellingPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X / Twitter and YouTube:YouTube: Christopher VonheimX / Twitter: @chrisvonheimDisclaimerAll 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. Hosted on Acast. See acast.com/privacy for more information.

Althea Spinozzi is a Fixed Income Strategist at Saxo Bank. Althea is an expert in fixed income research for Saxo Bank and works directly with clients to help them select and trade bonds. She has a background in leveraged debt, and is particularly focused on high-yield and corporate bonds with attractive risk and return.Follow Althea on Twitter: https://twitter.com/AltheaspinozziPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X / Twitter and YouTube:YouTube: Christopher VonheimX / Twitter: @chrisvonheimDisclaimerAll 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. Hosted on Acast. See acast.com/privacy for more information.

Althea Spinozzi is a Fixed Income Strategist at Saxo Bank. Althea is an expert in fixed income research for Saxo Bank and works directly with clients to help them select and trade bonds. She has a background in leveraged debt, and is particularly focused on high-yield and corporate bonds with attractive risk and return.Follow Althea on Twitter: https://twitter.com/Altheaspinozzi00:00 - Denmark00:55 - Althea's start in finance03:00 - Learnings from Mexico04:00 - The story behind "The Bond Girl" nickname05:05 - What is the bond market?07:39 - What do people misunderstand about bonds?11:50 - The two biggest risks when you invest in bonds17:00 - How US rates defines the world economy20:33 - Impossible to predict finance markets23:35 - Who should invest in bonds? (age, risk profile, wealth)27:50 - What bond options should you consider? (ETF VS Cash Bonds)32:00 - Who are the biggest players in The Fixed Income Market?34:00 - What will a recession do with the bond market?39:40 - Saxo's Outrageous PredictionsPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X / Twitter and YouTube:YouTube: Christopher VonheimX / Twitter: @chrisvonheimDisclaimerAll 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. Hosted on Acast. See acast.com/privacy for more information.

Mikael Skov is Co-Founder and CEO of Hafnia. Mikael has more than 33 years of experience in the shipping industry. Prior to establishing Hafnia Tankers, Mikael held various positions over his 25-year career at Torm, of which the last two years he served as CEO. Mikael is a board member of Clipper Group Ltd. and was an industry representative of the Danish Maritime Strategy Team established by the Ministry of Industry, Business and Financial Affairs.Follow Mikael Skov and HafniaMikael's LinkedIn: rb.gy/86lysHafnia: https://hafniabw.com/Books Recommended: https://www.amazon.com/World-Sale-Javier-Blas/dp/0190078952https://www.amazon.com/Red-Notice-Bill-Browder-audiobook/dp/B00T567KIAPartnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on X / Twitter and YouTube:YouTube: Christopher VonheimX / Twitter: @chrisvonheimDisclaimerAll 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. Hosted on Acast. See acast.com/privacy for more information.

In this conversation, Mikael Skov, Co-Founder and CEO of Hafnia and shipping veteran, shares insights from his 33 years in the industry. He discusses why Denmark excels in shipping, lessons learned at Torm, and the motivations behind starting Hafnia. Mikael dives into the dynamics of the tanker market, corporate culture, and the shift towards sustainability. He also touches on the impact of global conflicts on trade routes and offers book recommendations that shed light on business culture and global trading dynamics.

Svein Harald Øygård er styreleder for Norwegian og DOF, grunder av energiselskaper i Brasil, og tidligere sentralbanksjef på Island under finanskrisen. Sistnevnte erfaring førte til at Svein Harald skrev boken På Finanskrisens Slagmark, som er utgitt på flere språk.Link til boken: In the Combat Zone of FinancePodcast om renter: Vett og Vitenskap med med Gaute EinevollDisclaimerAll 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. Hosted on Acast. See acast.com/privacy for more information.

Svein Harald Øygård er styreleder for Norwegian og DOF, grunder av energiselskaper i Brasil, og tidligere sentralbanksjef på Island under finanskrisen. Sistnevnte erfaring førte til at Svein Harald skrev boken På Finanskrisens Slagmark, som er utgitt på flere språk.Link til boken: In the Combat Zone of FinancePodcast om renter: Vett og Vitenskap med med Gaute EinevollDisclaimerAll 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. Hosted on Acast. See acast.com/privacy for more information.

Geir Førre er en av Norges fremste grundere. Han har bygget opp tre ulike teknologi-selskaper til milliard-virksomheter, og bruker nå sin kompetanse til å investere i Norges neste entreprenører. I denne episoden får du høre om erfaringene Geir har samlet opp på veien, og hvordan han ønsker å utvikle selskaper fremover. Episoden er også tilgjengelig på YouTube.DisclaimerAll 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. Hosted on Acast. See acast.com/privacy for more information.

Geir Førre er en av Norges fremste grundere. Han har bygget opp tre ulike teknologi-selskaper til milliard-virksomheter, og bruker nå sin kompetanse til å investere i Norges neste entreprenører. I denne episoden får du høre om erfaringene Geir har samlet opp på veien, og hvordan han ønsker å utvikle selskaper fremover. Episoden er også tilgjengelig på YouTube.00:00 - Om oppveksten i Førre, bondevett og utdannelse04:40 - Få har en masterplan i livet sitt og historien til Chipcon AS05:25 - Hvorfor ble Chipcon en milliardsuksess?06:05 - Ingebrigt Steen Jensen og sette seg store mål12:15 - Mennesker på sitt beste og sitt verste14:00 - Reisen med Energy Micro19:30 - Gå på en smell21:50 - Sylskarpt fokus23:15 - Hvordan hjelpe grundere og ledere med depresjon35:50 - Hva ser Geir etter når han investerer40:30 - Ledelse og styrearbeid44:05 - Hva kjennetegner de beste styreledere?46:50 - Hva Geir ville gjort som næringsminister49:25 - Norge sitt syn på oppdrettsnæringen50:30 - Kultur51:40 - Sveits52:10 - Kontrær og rett55:00 - Volatilitet på børs56:20 - Geir sine planerDisclaimerAll 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. Hosted on Acast. See acast.com/privacy for more information.

Philip Eystein Fjeld has been working in the natural gas industry since 2002 when he joined Hoegh LNG, an LNG ship owner in Oslo. He later co-founded Flex LNG together with Jostein Ueland and Trym Tveitnes. The company was later bought by the John Fredriksen system. Philip then decided to start CNG Fuels in 2014. Which today operates the UK’s largest CNG refuelling network. RTFS was founded in 2017 and is Europe’s largest supplier of unsupported biomethane to the transport sector. The two businesses have combined in 2023 to make ReFuels, forming a fully integrated energy supplier dedicated to decarbonising Europe’s commercial fleet.Partnership, recruitment & Ad enquiries?For business and partnerships enquiries email christopher@bynorthernnorway.com or use the contact form at www.christophervonheim.comFollow Vonheim on Twitter and YouTube:YouTube: Christopher VonheimTwitter: @chrisvonheimDisclaimerAll 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. Hosted on Acast. See acast.com/privacy for more information.