#195 Kristian Sørensen - Shipping, Investing, BW LPG, US Export, India, China, Andreas Sohmen-Pao, Career Advice
00:00 - Geo-Politics And Investor Questions 06:12 - The LPG Market (US, Asia, Middle East)15:45 - The Order Book In VLGCs19:50 - Buying The Avance Fleet25:15 - Andreas Sohmen-Pao and BW Group29:05 - T...
24 Syys 20251h 6min
#194 Alexander Saverys - CMB. TECH, John Fredriksen Deals, Golden Ocean, Africa, Green Fuels, Investing, Career Advice
00:00 - Intro (Trump, Tariffs, Geo-Politics)02:08 - Shipping Deals With John Fredriksen (Frontline / Golden Ocean)11:02 - CMB.TECH Investment Case18:20 - Investing In The Production Of Green Fuels 21:...
18 Elo 202557min
#193 Lars-Christian Svensen (Highlight) - How To Build A Successful Career In Maritime And Business?
Lars-Christian Svensen is the CEO of Himalaya Shipping, 2020 Bulkers and Andes Tankers. All projects and stock-listed companies built up by Tor Olav Trøim and Magnus Halvorsen. In this episode, we dis...
14 Heinä 202511min
#193 Lars-Christian Svensen - Himalaya Shipping, 2020 Bulkers, Dry Bulk, Investing, Magnus Halvorsen, Tor Olav Trøim, VLCC
00:00 - Investors in New York03:14 - Being CEO of Himalaya Shipping and 2020 Bulkers08:00 - Skin In The Game09:00 - Dry Bulk Shipping In 202520:00 - Coal, China And Green Fuels22:52 - Black And Grey S...
7 Heinä 202540min
#192 Joakim Hannisdahl - Shipping Stocks 2025, Investing Ideas, Oil Tankers, VLGC, Containers And Shipping Cycles
Joakim Hannisdahl is a shipping investor and the founder and CEO of Gersemi Asset Management. Tune in for a great conversation about investing, shipping, and macro markets. 00:00 - Learnings So Far In...
3 Kesä 202551min
#191 Constantin Baack - MPC Container Ships 2025, US Tariffs, Methanol, Container Markets, And Red Sea
Constantin Baack is the CEO of MPC Capital and MPC Container Ships, a leading player in a niche shipping segment in the container markets. We sat down in Haugesund to discuss the christening of the ne...
7 Huhti 202519min
#190 Eirik Haavaldsen (Highlight) - How To Invest In Shipping, And Succeed In Finance?
Eirik Haavaldsen is Head of Research at Pareto, and one of leading experts on shipping stocks. In this episode, we analyse all shipping segments for 2025, and learn how Eirik finds value in different ...
2 Huhti 202515min
#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 Maalis 20251h 8min
