#196 Morten Astrup - Nordic Stocks 2025, Ellos, Hunter Group, Tromsø, Svalbard, Verbier, Investing Principles, Arne Næss jr.

Morten Astrup is one of the most active investors in the Nordic capital markets. He also runs Storm Capital Management, and Storm Bond Fund. We cover plenty of topics in this conversation, and we would love your feedback on investment cases and other topics we discuss. Please share the episode, and comment under the episode if you enjoy it! It helps us reach more people.00:00 - US Tech (Bubble?)04:30 - Investment In Ellos (Retail)09:25 - Interest Rates Going Forward13:55 - What Makes A Great Investor?20:15 - Morten Astrup's Investment Philsophy 22:15 - Nordic Stocks 2025 (Ideas)29:10 - Habits And Routines31:00 - Tourism (Tromsø, Svalbard, Verbier)37:14 - Hotel Investing In Verbier39:45 - Living In Switzerland (pros and cons)41:27 - Morten's Scorecard? (money vs. passion)45:40 - Mentors And Arne Næss jr. 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.Listen to Vonheim on Spotify: https://spoti.fi/3vKLfVRListen to Vonheim on Apple Podcasts: https://apple.co/39125GbDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.