Best Dry Bulk Podcasts (2025)

1
Deep Dive Into d'Amico International Shipping S.A. & the Product Tanker Sector Outlook 43:07

8d ago43:07

43:07

Deep Dive Into d'Amico International Shipping S.A. & the Product Tanker Sector Outlook Tuesday, May 20, 2025 Featuring: Mr. Carlos Balestra di Mottola, CEO - d'Amico International Shipping S.A. (DIS.MI) (OTCQX: DMCOF) Mr. Massimo Bonisoli, CFA, Senior Equity Analyst - Equita The discussion featured Carlos Balestra di Mottola, CEO of d'Amico Interna…

1
Container Shipping Sector Discussion with ESEA, GSL and MPCC 1:04:54

1M ago1:04:54

1:04:54

Container Shipping Sector Discussion with ESEA, GSL and MPCC Thursday, April 24, 2025 The discussion focuses on the latest market trends and dynamics in the container shipping sector, including evolving supply and demand patterns, market fluctuations, geopolitical challenges, the anticipated impact of tariff policies, environmental and regulatory c…

1
#191 Constantin Baack - MPC Container Ships 2025, US Tariffs, Methanol, Container Markets, And Red Sea 19:33

2M ago19:33

19:33

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 new vessel NCL Vestland, and how Constantin sees the shipping market ahead. Let us know what you think of the episode and share it with friends and netw…

1
#190 Eirik Haavaldsen (Highlight) - How To Invest In Shipping, And Succeed In Finance? 15:00

2M ago15:00

15:00

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 types of maritime companies. Let us know what you think of the episode, and please comment and share the interview with friends and network. It helps …

1
#190 Eirik Haavaldsen - Shipping Stocks 2025, Containers, Ro-Ro, LNG, LPG, Dry Bulk, Tankers, Valuations 1:08:58

2M ago1:08:58

1:08:58

00:00 - Learnings So Far In 2025 07:28 - Container Markets 12:25 - Car Carrier And Ro-Ro Markets 19:23 - Gas Markets (LNG and LPG) 22:27 - Golar LNG 26:20 - LPG Ahead 28:25 - John Fredriksen Golden Ocean Exit 33:10 - Dry Bulk Markets Ahead 40:05 - Tankers Markets And Crude Oil 46:30 - How To Value A Shipping Company 51:44 - Best Question To Ask Shi…

1
#189 Svein Moxnes Harfjeld (Highlight) - The Story Of DHT And Partnership With Trygve Munthe 14:26

3M ago14:26

14:26

Svein Harfjeld is the CEO of DHT, a tanker company listed in New York Stock Exchange. Svein Harfjeld has more than 30 years of experience in the shipping industry. Prior to joining DHT, he was with the BW Group, where he held senior management positions including CEO of BW Offshore, Director of Bergesen and Director of World-Wide Shipping. Christop…

1
#189 Svein Moxnes Harfjeld | DHT, Tanker Market 2025, Oil, Trygve Munthe, Capital Strategy, Shipping Investing 1:07:17

3M ago1:07:17

1:07:17

Svein Harfjeld is the CEO of DHT, a tanker company listed in New York Stock Exchange. Svein Harfjeld has more than 30 years of experience in the shipping industry. Prior to joining DHT, he was with the BW Group, where he held senior management positions including CEO of BW Offshore, Director of Bergesen and Director of World-Wide Shipping. 00:00 - …

1
#188 Bernt Berg-Nielsen - How To Invest In 2025, Buffett And Munger Lessons, Nordic Stocks, Books 51:00

5M ago51:00

51:00

Bernt Berg-Nielsen is an investor and portfolio manager in Stolt Explorer. Bernt operates a fund inspired by lessons from Warren Buffett, with a special focus on the Nordics and Global equities. Follow Bernt on X: https://x.com/berg_bernt 00:00 - Why Become An Investor? 03:00 - Lessons From The Financial Crises 2008 08:15 - Interest Rates VS Stock …

1
LNG Shipping Sector Discussion with ADNOCLS, CCEC & FLNG 48:37

5M ago48:37

48:37

LNG Shipping Sector Discussion with ADNOCLS, CCEC & FLNG Tuesday, December 17, 2024 MODERATOR: Mr. Liam Burke , Managing Director - B.Riley Securities FEATURED PANELISTS Mr. Nicholas Gleeson , CFO - ADNOC Logistics & Services (DH:ADNOCLS) Mr. Jerry Kalogiratos , CEO - Capital Clean Energy Carriers Corp. (NASDAQ: CCEC) Mr. Oystein Kalleklev , CEO - …

1
Crude Tankers Sector Discussion with DHT, ECO, TEN & TNK 55:26

6M ago55:26

55:26

Crude Tankers Sector Discussion with DHT, ECO, TEN & TNK Thursday, December 12, 2024 MODERATOR: Mr. Nils Thommesen , Deputy Head of Research - Fearnley Securities FEATURED PANELISTS Mr. Svein Moxnes Harfjeld , President & CEO - DHT Holdings, Inc. (NYSE: DHT) Mr. Aristidis Alafouzos , CEO - Okeanis ECO Tankers Corp. (NYSE: ECO) (OSLO:OET) Mr. Harrys…

1
#187 Oystein Kalleklev - Avance Gas, Flex LNG, Shipping Investing 2025, Dark Fleet, Energy Markets, Books 56:09

6M ago56:09

56:09

Oystein Kalleklev is the CEO of Flex LNG and Avance Gas, and comes back for a Christmas Special to cover shipping, investing and other interesting stories. Let us know what you think of the episode and share it with friends and network! 00:00 - Avance Gas 12:10 - Flex LNG And LNG Markets Ahead 24:10 - How To Finance Shipping, and Debt Structures 32…

1
Dry Bulk Shipping Sector With EDRY, GOGL, SB, SHIP & USEA 48:36

6M ago48:36

48:36

Dry Bulk Shipping Sector With EDRY, GOGL, SB, SHIP & USEA MODERATOR: Mr. Gregory Lewis , Head of Maritime Research - BTIG FEATURED PANELISTS Mr. Aristides Pittas, Chairman & CEO - EuroDry Ltd. (NASDAQ: EDRY) Mr. Peder Simonsen, Interim CEO & CFO - Golden Ocean Group Ltd. (NASDAQ: GOGL) (OSLO:GOGL) Dr. Loukas Barmparis , President - Safe Bulkers, In…

1
Deep Dive Into Capital Clean Energy Carriers Corp. 44:46

6M ago44:46

44:46

Deep Dive Into Capital Clean Energy Carriers Corp. WEDNESDAY, DECEMBER 4, 2024 Featuring: Mr. Jerry Kalogiratos, CEO at Capital Clean Energy Carriers Corp. (NASDAQ:CCEC) Mr. Nils Thomessen, Deputy Head of Research at Fearnley Securities About Clean Energy Carriers Corp. Capital Clean Energy Carriers Corp. (NASDAQ: CCEC), an international shipping c…

1
Deep Dive Into Navigator Gas 44:33

6M ago44:33

44:33

Deep Dive Into Navigator Gas THURSDAY, DECEMBER 5, 2024 Featuring: Mr. Mads Peter Zacho, Chief Executive, Navigator GAs (NYSE:NVGS) Mr.Ben Nolan, Managing Director, Energy & Power, Transportation, Stifel About NVGS Navigator Holdings Ltd. (described herein as “Navigator Gas” or the “Company”) is the owner and operator of the world’s largest fleet o…

1
Product Tankers Sector with DIS, HAFNI, INSW & STNG 58:36

6M ago58:36

58:36

Product Tankers Sector with DIS, HAFNI, INSW & STNG THURSDAY, DECEMBER 5, 2024 MODERATOR: Mr. Jorgen Lian , Head of Shipping Equity Research - DNB Markets FEATURED PANELISTS Mr. Carlos Balestra di Mottola , CEO - d'Amico International Shipping S.A. (DIS.MI) (OTCQX: DMCOF) Mr. Mikael Skov , CEO - Hafnia Ltd. (NYSE: HAFNI) (OSLO: HAFNIA) Ms. Lois K. …

1
LPG Shipping Sector Webinar with BW LPG, Dorian LPG, Navigator Gas 49:42

6M ago49:42

49:42

LPG Shipping Sector Webinar with BW LPG, Dorian LPG, Navigator Gas MONDAY, DECEMBER 2, 2024 MODERATOR: Mr. Fredrik Dybwad , Equity Research - Fearnley Securities FEATURED PANELISTS Mr. Kristian Sorensen , CEO - BW LPG Ltd. (NYSE: BWLP) (OSLO: BWLPG) Mr. Theodore (Ted) Young , CFO - Dorian LPG Ltd. (NYSE: LPG) Mr. Mads Peter Zacho , CEO - Navigator …

1
Containers Shipping Sector with DAC, ESEA, GSL & MPCC 53:27

6M ago53:27

53:27

Containers Shipping Sector with DAC, ESEA, GSL & MPCC TUESDAY, DECEMBER 3, 2024 Moderator: Ms. Muneeba Kayani, Managing Director, Head of Europe Transport at Bank of America Global Research Panelists: o Mr. Evangelos Chatzis, CFO of Danaos Corp. (NYSE: DAC) o Mr. Aristides Pittas, CEO of Euroseas Ltd. (NASDAQ: ESEA) o Mr. Thomas Lister, CEO of Glob…

1
#186 Lars Christian Skarsgård - Belships, Shipping, Dry Bulk, Ship Buying, Japan, Strategy, Career Advice 56:15

7M ago56:15

56:15

Lars Christian Skarsgård is the CEO of the shipping company Belships, listed on the Oslo Stock Exchange. Lars Christian is one of the most respected profiles within the shipping industry and it was great fun to have in back for part 2 in the Vonheim podcast. Let us know what you think of the episode! 00:00 - Introduction and US Predictions 02:36 - …

1
#185 Steen Jakobsen - US Election, Investing 2025, Energy, Shipping, Saxo Bank, Mentoring 45:59

7M ago45:59

45:59

Steen Jakobsen’s career includes pivotal roles at institutions such as Chase Manhattan, UBS, Christiania Bank, and Saxo Bank where he is recognised for his expertise in markets and trading. Steen is renowned for his annual "Outrageous Predictions" report, which challenges conventional market wisdom and stimulates critical thinking about potential e…

1
Value Investor's Edge Live #60: GSL - Containership Market Update 59:25

7M ago59:25

59:25

GSL owns a large containership fleet. Management has strong insights into current market conditions.By Seeking Alpha

1
#184 Nicolai Heidenreich (Highlight) - How To Build A Shipping Fund 18:46

8M ago18:46

18:46

Nicolai Heidenreich is the managing partner of NRP Maritime Asset Management and has over 25 years of experience within the maritime and shipping sector. Since 2012 he has managed several portfolios of shipping and offshore investments worth in excess USD 150 million. Prior to NRP, Heidenreich was a partner at Pareto Project Finance and also worked…

1
Value Investor's Edge Live #59: TORM - Product Tanker Markets Primed For Recovery 39:16

8M ago39:16

39:16

Torm plc is one of the largest US-listed product tanker firms, with a $3.1B market capitalization.By Seeking Alpha

1
Value Investor's Edge Live #58: Star Bulk Carriers Interview 41:02

8M ago41:02

41:02

Star Bulk Carriers is the largest US-listed dry bulk owner with a roughly $2.6B market capitalization. Management discusses dry bulk market dynamics, including weaker Chinese data, ongoing Red Sea disruptions, and divergences between Capesize and Panamax rates.By Seeking Alpha

1
#184 Nicolai Heidenreich | Marine Money, Investing, Shipping Fund, NRP Maritime, Career, Fundraising 55:49

8M ago55:49

55:49

Nicolai Heidenreich is the managing partner of NRP Maritime Asset Management and has over 25 years of experience within the maritime and shipping sector. Since 2012 he has managed several portfolios of shipping and offshore investments worth in excess USD 150 million. Prior to NRP, Heidenreich was a partner at Pareto Project Finance and also worked…

1
Value Investor's Edge Live #57: Frontline: Tanker Market Strategy 47:46

8M ago47:46

47:46

Frontline is the largest US-listed crude tanker owner with a roughly $5B market capitalization. CEO Lars Barstad talks about current strategy and market insights.By Seeking Alpha

1
Value Investor's Edge Live #56: International Seaways - Seasonal Upside Ahead 52:17

9M ago52:17

52:17

International Seaways' (INSW) management discusses market dynamics, catalysts, and capital allocation, highlighting a shareholder return policy and an active repurchase program.By Seeking Alpha

1
Latest Podcast: Value Investor's Edge 32:18

11M ago32:18

32:18

Latest podcast from J Mintzmyer from Value Investor's Edge.By Seeking Alpha

1
#183 Joakim Hannisdahl - Investing In Shipping 2024, And Founding Gersemi Asset Management (Live From Marine Money) 28:48

12M ago28:48

28:48

This is a conversation that took place at Marine Money conference last week. Joakim Hannisdahl shares his journey as a shipping investor, and why he started the shipping hedgefund Gersemi Asset Management. Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made conte…

1
Navigator Gas (NVGS) - Company Update & LPG Sector Outlook - May 30, 2024 48:55

12M ago48:55

48:55

Navigator Gas (NYSE: NVGS) - Company Update & LPG Sector Outlook Featuring: Mr. Mads Peter Zacho, CEO Mr. Gary Chapman, CFO Mr. Randy Giveans, EVP, Head of Investor Relations & Business Development In Discussion with: Mr. Nicolas Bornozis, President - Capital Link, Inc. May 30, 2024 Capital Link Shipping Webinar Series ABOUT: Navigator Gas Navigato…

1
#182 Helen Czerski - Writing The Book Blue Machine, Ocean Science, How To Learn, Advice For Career 47:51

1y ago47:51

47:51

Helen Czerski is a British physicist, oceanographer and television presenter. Czerski is an associate professor in the department of mechanical engineering at University College London. She has also recently released her book Blue Machine, a fascinating read about the ocean and how it shapes our world, how it impacts our lives and how it helps us t…

1
Scorpio Tankers Inc. (STNG) Company Update & Product Tanker Sector Outlook - May 20, 2024 26:15

1y ago26:15

26:15

Scorpio Tankers Inc. (NYSE: STNG) Company Update & Product Tanker Sector Outlook Featuring: Mr. Robert Bugbee, President & Director Mr. JamesDoyle, Head of Corporate Development & IR In discussion with: Mr. Nicolas Bornozis, President - Capital Link, Inc. May 20, 2024 - Capital Link Shipping Webinar Series ABOUT SCORPIO TANKERS INC.- Scorpio Tanker…

1
#181 Engebret Dahm - Klaveness Combination Carriers, Combination Strategies, Commodities, Dry Bulk, Tankers, Decarbonizing Shipping, Culture & Innovation 51:51

1y ago51:51

51:51

Engebret Dahm has more than 30 years’ experience in the shipping and finance industries, and is the CEO of Klaveness Combination Carriers (KCC). Prior to that he was the CEO of Norwegian Car Carriers AS and he worked in the period 1998-2000 for Crédit Agricole CIB in Paris. KCC has a unique fleet that consists of eight CABU combination carriers and…

1
#180 Magnus Halvorsen - 2020 Bulkers, Shipping Lessons, Dry Bulk In 2024, Commodities, China And Investing 42:15

1y ago42:15

42:15

It was fantastic to visit Magnus Halvorsen to record our third podcast episode. The topics are under: 00:00 - The Latest From 2020 Bulkers 03:03 - The History And Lessons From 2020 Bulkers 10:55 - Discipline In Shipping, Fleet Decisions And China 17:45 - Tankers And Oil Versus Capsize And Dry Bulk 21:20 - Dry Bulk Market 2024 (China, Brazil, Austra…

1
Global Ship Lease - Company Update & Container Shipping Sector Development & Outlook 1:05:56

1y ago1:05:56

1:05:56

Global Ship Lease - Company Update & Container Shipping Sector Development & Outlook Featuring: Mr. Thomas A. Lister, CEO Mr. Tassos Psaropoulos, CFO April 11, 2024 Capital Link Shipping Webinar Series ABOUT GLOBAL SHIP LEASE - Global Ship Lease is a leading independent owner of containerships with a diversified fleet of mid-sized and smaller conta…

1
Retrofit Financing - Preparing for the Future of Shipping - KfW IPEX-Bank 23:06

1y ago23:06

23:06

Retrofit Financing - Preparing for the Future of Shipping with: -Ms. Tanja Georg, Director, Team Head Origination & Structuring – Maritime Industries - KfW IPEX-Bank -Mr. Stephan Vetter, Vice President, Debt Origination & Structuring APAC, Mobility - Maritime Industries - KfW IPEX-Bank Interviewed by: -Ms. Anna Wichmann, Business Development Associ…

1
#179 Lars Barstad - Frontline, Euronav-Deal, Tanker Party, Middle East, Shadow Fleet, Stock Valuation, New Technology, Career Advice 1:04:45

1y ago1:04:45

1:04:45

Lars Barstad is the CEO of Frontline, one of the world leaders in the international seaborne transportation of crude oil. This is the second time Lars Barstad appears on Vonheim, and the first time was a fan-favorite episode. 00:00 - Geo Politics 05:47 - Frontline View On The Market 10:25 - The Euronav-deal 14:45 - The Frontline Machine 19:30 - Tan…

1
#178 Morten Astrup - Hunter Group, Tankers, Oil Service, DOF, Brazil, Offshore Wind, Gram Car Carriers, Inflation, Bonds 42:55

1+ y ago42:55

42:55

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 inv…

1
#177 Aristidis Alafouzos - Okeanis Eco Tankers, Shipping Investing, US Listing ($ECO), Tankers, Crude, Greece, Books 43:43

1+ y ago43:43

43:43

Aristidis Alafouzos is the Chief Executive Officer for Okeanis Eco Tankers, ECO (NYSE) & OET (Oslo). The company has a modern and unique tanker fleet that has out-performed most of their competitors over the last years. Behind the company is the Greek Alafouzos family who has for generations been one of the most impressive industry builders in Gree…

1
#176 Federica Maiorana (Highlight) - What Will Happen With Global Trade In 2024? 4:12

1+ y ago4:12

4:12

Federica Maiorano is the Chief Commercial Officer at Spot Ship, and one of the most influential speakers on energy, shipping and material. In this episode, Federica explains how she got interested in shipping, and what she hopes to achieve with Spot Ship. We also cover stories on the crude market, Middle East and Panama Canal. Follow Federica on Li…

1
#176 Federica Maiorano - Life In Shipping, Crude Market, Middle East, Panama Canal, Spot Ship, Broker Lessons, Career Advice, 47:28

1+ y ago47:28

47:28

Federica Maiorano is the Chief Commercial Officer at Spot Ship, and one of the most influential speakers on energy, shipping and material. In this episode, Federica explains how she got interested in shipping, and what she hopes to achieve with Spot Ship. We also cover stories on the crude market, Middle East and Panama Canal. Follow Federica on Li…

1
#175 Jon Kåre Stene (Highlight) - Hvor Lenge Kan Mennesker Leve Et Godt Liv? 15:22

1+ y ago15:22

15:22

Jon Kåre Stene er medgrunder av Oda og Skyfall Ventures. Ved hjelp av sin gjennomføringsevne og kunnskap har Jon Kåre bidratt til at Norge har produsert mange nye tech-selskaper i ulike sektorer. I denne episode forteller Jon Kåre om ambisjoner, longevity, AI, krypto, kjernekraft og hvordan AS Norge kan bli bedre til verdiskapning. Follow Vonheim o…

1
#175 Jon Kåre Stene - Ambisjoner, Investeringer, Longevity, Krypto, AI, Kjernekraft, Norge AS, Favorittbøker 1:30:29

1+ y ago1:30:29

1:30:29

Jon Kåre Stene er medgrunder av Oda og Skyfall Ventures. Ved hjelp av sin gjennomføringsevne og kunnskap har Jon Kåre bidratt til at Norge har produsert mange nye tech-selskaper i ulike sektorer. I denne episode forteller Jon Kåre om ambisjoner, longevity, AI, krypto, kjernekraft og hvordan AS Norge kan bli bedre til verdiskapning. Vi får også 5 bo…

1
#174 Anas Alhajji (Highlight) - My Predictions For Venezuela, Guyana, Brazil And Argentina In 2024 12:01

1+ y ago12:01

12:01

Dr. Anas Alhajji is a renowned speaker and author of research papers and articles with a focus on oil and gas markets, energy security and energy taxation. He has previously served as chief economist at NGP Energy Capital Management, a private equity firm. Follow Anas Alhajji on X and Substack: Substack: anasalhajjieoa.substack.com X: https://twitt…

1
#174 Anas Alhajji - Investing In 2024, Suez Canal, Oil Demand, Gas, COP28, EV, Latin America, Nuclear 55:10

1+ y ago55:10

55:10

Anas F. Alhajji is an energy expert, researcher, author, and speaker. He advises governments, financial institutions and investors on various energy market issues. 00:00 - Intro 00:30 - Red Sea And Suez Canal 04:05 - Oil & LNG Markets In 2023 and 2024 15:02 - Russian Economy, Sanctions, And Oil&Gas Trade 26:45 - Common Sense, COP28, Climate Change …

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