#shipping #oilservice #oilindustry
00:00 - Hunter Group
07:00 - Tanker Markets Ahead
13:25 - Oil Service Opportunities
17:30 - DOF And How To Find Great Companies
20:40 - Offshore Wind And Nuclear Energy
24:00 - Gram Car Carriers And The RoRo Market Ahead
27:50 - Inflation, War Economy And Interest Rates
31:30 - US Election And Recession Fear
32:50 - The Five Risks In High Yield Investing
39:50 - Quick Fire (India, Saudi, Stocks, Bitcoin, Travel Destinations)
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. 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.
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.
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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.