ArcticPodden
Episodes
Hvorfor i huleste?
23 Mar 2023
Contributed by Lukas
Markedene er fortsatt urolige etter bankkollapsene i USA og Credit Suisse. Men sentralbankene holder stø kurs med renteøkninger fordi inflasjonen er...
De fikk bank
13 Mar 2023
Contributed by Lukas
Alt for dårlig håndtering av renterisiko har felt noen amerikanske banker, inklusive Silicon Valley Bank som er den største bankkollapsen siden fin...
En sann fiskeskrøne
09 Mar 2023
Contributed by Lukas
De hadde trua og satsa alt. Mange gikk dukken underveis. Men noen få hadde vanvittig pågangsmot og stayer-evne. Det har gjort lakseoppdrett til en a...
Back to the office!
02 Mar 2023
Contributed by Lukas
Uroen i det svenske eiendomsmarkedet har smittet også norske børsnoterte selskaper. Høy inflasjon og renteoppgang påvirker næringseiendom sterkt,...
Du skal ha bank!
02 Feb 2023
Contributed by Lukas
Europeiske bankaksjer har slått markedet det siste halve året. Det skyldes særlig bedre rentemarginer i takt med høyere styringsrenter. Nå er ren...
1MWh=3,41MMBtu
26 Jan 2023
Contributed by Lukas
Solid vekst i etterspørselen og begrenset tilbudsvekst vil trekke oljeprisen opp, særlig til våren. Vi tror oljeprisen legger seg på 100 dollar fa...
I Østen stiger solen opp
19 Jan 2023
Contributed by Lukas
Internasjonal skipsfart er et barometer på aktiviteten i Kina. Og markedet fokuserer sterkt på at verdens nest største økonomi nå gjenåpnes. 202...
Dette tror vi på!
06 Jan 2023
Contributed by Lukas
Det er mye pessimisme om økonomi og aksjemarkeder i 2023. Konsensus er resesjon, og at inntjeningsanslagene skal en god del ned. Vi er forsiktig opti...
2 skjeggete menn møtes igjen!
22 Dec 2022
Contributed by Lukas
To menn med skjegg møtes igjen for å snakke om verdens skjeve gang. Om Norges frynsete rykte. Om skatt. Om usikkerhet og utfordringer. Og om hugging...
God jul fra Arctic!
21 Dec 2022
Contributed by Lukas
Casper Ruud, Erling Braut Haaland og Mats Zuccarello Aasen besøker ArcticPodden hvor Head of Equity Sales, Runar Meland, overrasker Arctic grunnlegge...
Mil etter mil
16 Dec 2022
Contributed by Lukas
De siste ukers nedgang i oljeprisen tror vi er forbigående. Utenom Kina holder etterspørselen seg godt oppe, og kinesisk økonomi vil ta fart igjen ...
Rigg er digg!
01 Dec 2022
Contributed by Lukas
Riggratene har steget mye i det siste. Men vi tror det er mer å gå på. Det er få ledige enheter tilgjengelig, men til forskjell fra tidligere tide...
No shit!
17 Nov 2022
Contributed by Lukas
Biogass har fått ufortjent lite oppmerksomhet. Sektoren er allerede ganske stor og blir viktig for det grønne skiftet. I studio hører vi vår gjest...
Kind of blue
10 Nov 2022
Contributed by Lukas
Det gikk som det pleier - i USA går presidentens parti tilbake i det første mellomvalget. Politikk er over tid ikke det viktigste for aksjer generel...
Licence to krill
02 Nov 2022
Contributed by Lukas
Aker BioMarine er et unikt fangstselskap som foredler en naturressurs - krill - til høykvalitetsprodukter for både mennesker og dyr. Siden børsintr...
Kraftkost
01 Nov 2022
Contributed by Lukas
Dette må til for å få strømprisen ned. I studio møter vi Arctics Harald von Heyden, Head of Renewables og Hans Gunnar Nåvik, analytiker, i...
I hundre!
27 Oct 2022
Contributed by Lukas
Det føles som motvind fra alle kanter. Resesjonsfrykt biter, aksjer har falt kraftig i år og renter er sterkt opp. Storebrand gjør det likevel veld...
Hjälp! Jag har skulder!
13 Oct 2022
Contributed by Lukas
Svenske næringseiendomsaksjer har kollapset på børsen og det er store refinansieringsbehov allerede til neste år. Det er likevel muligheter for mo...
U(f)laks
03 Oct 2022
Contributed by Lukas
Aksjemarkedet fikk seg en støkk da regjeringen foreslo grunnrenteskatt for lakseoppdretterne. Det er fortsatt usikkerhet, men vi tror kursfallet gir ...
Skip på lavkarbo
15 Sep 2022
Contributed by Lukas
Sjøtransport står for en betydelig del av verdens klimautslipp. Hydrogen kan være skipsfartens miljøløsning, men det er fortsatt mange teknologis...
Markedet, markedet, markedet
07 Sep 2022
Contributed by Lukas
Energikrisen har ridd Europa i måneder. Skyhøye priser skviser forbrukere og bedrifter, og det blir lavere aktivitet fremover. Men vi tror markedet ...
MING-dynastiet
01 Sep 2022
Contributed by Lukas
Sparebankene tjente mer enn ventet i andre kvartal og fortsetter å ta markedsandeler. I dårligere tider pleier markedet å se litt for mørkt på ba...
900 millioner fat
25 Aug 2022
Contributed by Lukas
Aker BP fortsetter sin fantastiske vekst. Bare før årsskiftet skal det sanksjoneres 15 prosjekter som for selskapet utgjør 900 millioner fat med ol...
Arendalsuka – Tempen på pollen
19 Aug 2022
Contributed by Lukas
Frederic Hauge har sluttet å gå i demonstrasjonstog og vil heller lage nye miljø-arbeidsplasser. Arcticpodden har tatt tempen på Arendalsuka og mø...
Carbon Markets are our best bet!
18 Aug 2022
Contributed by Lukas
Carbon markets are booming globally as discussed by Greenfact and Arctic's Harald von Heyden during Arendalsuka. The debate was hit hard by rain and t...
Sommerutgave - Surveillance of the fittest
04 Aug 2022
Contributed by Lukas
Tech-aksjer og selskap som ikke tjener penger har fått skikkelig juling på børsen. Noen av dem begynner likevel å bli attraktive. Vi skal i dag sn...
Sommerutgave - Bygg og anlegg: Bygger lønnsomhet
28 Jul 2022
Contributed by Lukas
Bråk om store utbyggingsprosjekter og høye råvarepriser har rammet aksjer i bygg og anlegg. Men nå er noen billige. Vi ser nærmere på hva NRC og...
Subsea 7: En av våre sommerfavoritter
21 Jul 2022
Contributed by Lukas
De store oljeselskapene renner over av cash mens verden tørster etter mer olje og gass. Det tilsier flere gode år for oil service. Derfor har vi Sub...
Sommerutgave - Bank og Shipping: Usikre tider, stabilt utbytte
14 Jul 2022
Contributed by Lukas
I usikre tider fokuserer vi på aksjer som gir et stabilt utbytte. Vi snakker om bank, men også om noe helt annet: American Shipping Company, en stab...
God sommer fra Arctic!
05 Jul 2022
Contributed by Lukas
To menn med skjegg om verdens skjeve gang. Sommerprat med partner i Arctic Jon Gunnar Pedersen og sjeføkonom Stein Bruun.
Energi: Prekært i Europa
24 Jun 2022
Contributed by Lukas
I dag snakker vi om den prekære energisituasjonen i Europa. Hva betyr dette for etterspørselen etter fosil og fornybar energi i et norsk perspektiv?...
Offshore service: Opp av asken
20 Jun 2022
Contributed by Lukas
Offshore servicebransjen har vært gjennom en fryktelig nedtur. Da oljeprisen i flere år lå over hundre dollar, ble det bestilt for mange nye båter...
Shipping: Same same, but different
15 Jun 2022
Contributed by Lukas
Geopolitikk er stikkord for begge. For den ene blir transportrutene lengre, for den andre kortere. For den første blir summen mer positiv, fordi...
Odfjell: 1+1=3 Med ett ben i det brune og ett i det grønne
02 Jun 2022
Contributed by Lukas
Etter fisjonen er Odfjell Drilling og Odfjell Technology blitt et spennende to-spann. Nye Technology skal inn på fornybar og benytte teknologi fra si...
Carbon: Viktig faktor i fremtidens økonomi
23 May 2022
Contributed by Lukas
EU kommisjonen har sagt at karbon er EUs viktigste virkemiddel for å redusere utslipp. Tema i dag er derfor det europeiske karbonmarkedet. I studio i...
Vi skal fortsatt bruke penger!
20 May 2022
Contributed by Lukas
ArcticPodden i dag handler om forbruk, om detaljhandel og om flyreiser. Vi har med oss: Stein Bruun, Sjeføkonom i Arctic, Erik G. Braathen,Styreleder...
Crude convictions
12 May 2022
Contributed by Lukas
Amerikansk BNP falt i første kvartal. Kina kan oppleve det samme i andre kvartal. Inflasjonen er fortsatt skyhøy. Det er ingen avklaring i Ukr...
ArcticPodden på Energy Transition Summit 2022
06 May 2022
Contributed by Lukas
Krigen i Ukraina har tatt bort noe av fokus i Europa på å løse klimakrisen. Samtidig gir økt krav til forsyningssikkerhet behov for raskt å bygge...
It’s the supply side, st….!
21 Apr 2022
Contributed by Lukas
Krig, nedstengninger i Kina, høyeste inflasjon på ti-år og rentehopp gir bekymring for global vekst. Utsiktene for tørrlastmarkedet er likevel rel...
Rig - this time is different!
01 Apr 2022
Contributed by Lukas
Riggbransjen har vært gjennom en brutal nedtur siden oljepriskollapsen i 2014. Det grønne skiftet skal gjøre verden mindre avhengig av hydrokarbone...
Renter opp!
25 Mar 2022
Contributed by Lukas
Sentralbankene mener alvor: Norges Bank har hevet renten tre ganger, og ser syv til de neste par årene. Amerikanske Fed melder syv hikes bare i år. ...
Norsk havvind: Større ambisjoner for fremtiden
18 Mar 2022
Contributed by Lukas
EU står fast på satsingen av fornybar energi. Vindkraft, og særlig havvind, blir en vesentlig del av dette og det haster å komme i gang. Norge kan...
Olje: Spissere spiss, men det blir respons
11 Mar 2022
Contributed by Lukas
Oljeprisen er nesten doblet siden i fjor sommer og igjen har vi hatt et kappløp om hvem som er mest bull. EU vil kvitte seg med russisk olje og gass ...
Krigen i Ukraina
10 Mar 2022
Contributed by Lukas
Kan Putin endre kurs? Våre gjester Julie Wilhelmsen (NUPI), Sverre Diesen (FFI) og Ingvill Moe Elgsaas (Forsvarets Høgskole) diskuterer med sjeføko...
From Fjord to table.
17 Dec 2021
Contributed by Lukas
Lerøy is feeding the planet with 5 million fish meals in an eco-friendly way, every day! CFO Sjur Malm has many hidden talent – he is a former anal...
Warehouse Robots at Your Service
10 Dec 2021
Contributed by Lukas
The Cube Storage Pioneer Karl Johan Lier, the Robo- CEO in Europe, is helping clients automate storage systems - as well as helping workers with their...
Fight climate change with diet change!
03 Dec 2021
Contributed by Lukas
What's your diet's carbon footprint? We are just at the beginning of a massive shift towards alternative protein sources. Hear how Orkla Alternative P...
How do you secure the future AND preserve the past? Just ask SIKRI!
26 Nov 2021
Contributed by Lukas
SIKRI is digitalizing the public sector.. AND preventing illicit work via digital transparency! Hear how CEO Nicolay Moulin started Sikri as a spin-of...
Put your money where your fingerprint is!
19 Nov 2021
Contributed by Lukas
Contactless cards will dominate payment ecosystem for next decade. Hear why former fund manager Marianne Bøe believes IDEX BIOMETRICS (where she is E...
From red socialist to green capitalist.
12 Nov 2021
Contributed by Lukas
Erik Solheim, former UN Environment Director and RED socialist party leader goes GREEN in the Arctic Podcast! Hear how Solheim believes business will ...
Does 2020Bulkers have 2020 vision?
05 Nov 2021
Contributed by Lukas
Magnus Halvorsen explaines why 2020 Bulkers is not buying any new ships, paying all profits out in dividends, and why «Gaute Bulkers» ain't never go...
Vaccibody is no “one drug wonder”
29 Oct 2021
Contributed by Lukas
Vaccibody CEO Michael Engsig runs a biotech PLATFORM company. What does that mean, and does the world really need a new covid vaccine?
From listed to sold in 48 hours!
22 Oct 2021
Contributed by Lukas
Shafi Adan is the founder of solgt.no aiming to digitalize the last analog market: real estate!
From the tiniest of particles comes an entire universe of possibilities.
15 Oct 2021
Contributed by Lukas
TEKNA provides tiny powder to large customers and have even BIGGER ambitions. Tekna Chairman Morten Henriksen on why when it comes to microelectronics...
The comeback kid! Western Bulk relists on Oslo Stock Exchange.
08 Oct 2021
Contributed by Lukas
Western Bulk CEO Hans Aasnes runs a super-profitable shipping company without ships! He labels himself as a shipping CEO, but NOT a "shipping man". Bu...
Crayon is navigating the digital future!
01 Oct 2021
Contributed by Lukas
Crayon helps companies cut their IT costs. CEO Melissa Mulholland is inspiring others to use technology to help improve lives. And she explains how mo...
Who leads the way? Well Intrum ... of course!
24 Sep 2021
Contributed by Lukas
INTRUM CEO Anders Engdahl aims to support economic stability and contribute to a sustainable, sound economy.... by helping clients that struggle with ...
Advanced recycling systems that unlock the circularity of plastics on a global scale. Agilyx turns plastic into value!
17 Sep 2021
Contributed by Lukas
Agilyx CEO Tim Stedman left the large companies in the chemicals industry for a larger purpose: recycling plastic waste! And what exactly is pyrolysis...
Easy IT in the cloud - with ECIT!
10 Sep 2021
Contributed by Lukas
ECIT COO Christine Lundberg Larsen is passionate about sustainability accounting! Christine is helping ECIT's 31 500 customers develop, improve and ru...
Visma believes tomorrow can be better than today!
03 Sep 2021
Contributed by Lukas
Visma CEO Merete Hverven runs a multi-national €11bn SaaS giant. Her first day in her new job she had to run the company from her kitchen-table! Hea...
Can employee drive turn around a company? YES! - is the short answer...
27 Aug 2021
Contributed by Lukas
MULTICONSULT CEO Grethe Bergly has been called "the most impressive turn-around-artist on the Oslo Stock Exchange in the last 30 years!" Hear all abou...
Let the games begin! GiG CEO on the future of iGaming.
20 Aug 2021
Contributed by Lukas
GiG CEO Rich Brown is enthusiastic about digitalization of the entertainment industry… and wants MORE regulation!
Good things come to those who sweat? No one ever regrets a workout!
13 Aug 2021
Contributed by Lukas
SATS wants to make people healthier and happier! CEO Sondre Gravir believes the pandemic has made people more aware of a healthy lifestyle. He is NOT ...
He just did a hat trick… in TENNIS! The king of the clay court, our very own Arctic Ambassador Casper Ruud!
05 Aug 2021
Contributed by Lukas
Now ranked #12 in the world he is the best tennis player in the world of all time from Norway. Arctic Ambassador Casper Ruud gives us an insight in ho...
The Zuccarello Impact! The NHL star and Arctic Ambassador on his life on the ice!
15 Jul 2021
Contributed by Lukas
Mats Zuccarello is one of eight players from Norway to play in the NHL, and the most successful. And he is also an Arctic Ambassador. He is living the...
Is the cure for cancer on our doorstep? Lytix Biopharma is working on just that!
08 Jul 2021
Contributed by Lukas
Lytix Biopharma CEO Øystein Rekdal has a black belt and world championship title in martial arts. Exactly what is needed in his company’s vision to...
Sanity helps you make magic! Sanity.io is the unified content platform that powers better digital experiences.
02 Jul 2021
Contributed by Lukas
Sanity makes sense of content! You will never lose your head with Sanity’s Headless content management system. CEO Magnus K. Hillestad learned a lot...
From well to grid! Golar LNG tells their story on liquefaction, transportation and regasification of natural gas.
25 Jun 2021
Contributed by Lukas
GOLAR LNG CEO Karl Fredrik Staubo is among the youngest CEOs on Nasdaq, but Golar has been transporting cleaner, cheaper, natural gas for decades! Hea...
Buying Bulk is always economical! Especially if you're building the sustainable future
18 Jun 2021
Contributed by Lukas
Bulk Founder and COB Peder Nærbø tells us how to get Amazon, Google and Facebook as partners.. from the small town of VENNESLA! It all started with ...
Welcome to the Rugseth show! Only on ArcticPodden!
11 Jun 2021
Contributed by Lukas
Jens Rugseth is the Chairman and/or lead investor in a number of Oslo-listed tech companies including Crayon, Link Mobility, Sikri, Cyviz and Techstep...
Come Flyr with me, come Flyr, come Flyr away!
04 Jun 2021
Contributed by Lukas
Flyr CEO Tonje Wikstrøm Frislid talks about why you launch an airline during a global pandemic. Flyr's team is ready to capitalize on a gap in the ma...
From deep sea to outer space: Kongsberg Gruppen delivers extreme performance for extreme conditions
28 May 2021
Contributed by Lukas
Gyrid Skalleberg Ingerø has been the CFO of Kongsberg Gruppen since 2017 and taken the company through a transformational acquisition, from rights is...
Let’s swap to Zwipe! Zwipe’s technology connects the world of biometrics with the world of payments.
21 May 2021
Contributed by Lukas
Zwipe CEO André Løvestam is benefitting from changed payment and HYGIENE habits. There is a revolution about to happen for card payments and A...
COB Birger Steen of Nordic Semiconductor plays a key role in the realization of the wireless future.
14 May 2021
Contributed by Lukas
Hear how many AirTAGS the Chairman of Nordic Semiconductor has bought... what he learned from the spectacular Scandinavian Online journey 20+ years ag...
Why is the combination of “ The Perfect Storm” and staycation a winning recipe for XXL?
07 May 2021
Contributed by Lukas
XXL CEO Pål Wibe is the KING of retail and has been through a roller-coaster first year in his job at XXL! Will owning several pairs of skis and bike...
Episode 17: Can chopping down trees make the world greener? Norske Skog is already doing that!
30 Apr 2021
Contributed by Lukas
Norske Skog, a company with a colorful past, is on a transformational journey. The future step in this journey is replacing oil components with wood c...
Episode 16: The takeover of the nerds! CEO John Markus Lervik, on how Cognite aim to become the biggest industrial software company in the world by commercializing Data Fusion.
23 Apr 2021
Contributed by Lukas
Clean energy has a dirty secret – you can make money on it! Cognite CEO thinks the green shift is presented as a false dilemma: climate or jobs, sav...
Episode 15: Airthings is on a mission - Empowering the world to breathe better!
16 Apr 2021
Contributed by Lukas
AIRTHINGS CMO Lauren Pedersen is passionate about the air that we breathe! Arctic's offices may need her indoor air quality monitor! But who is Stanle...
Episode 14: Is it possible to build a Great Green Wall across Africa? Desert Control thinks so!
09 Apr 2021
Contributed by Lukas
Mr Sivertsen is the CEO of the greenest company that ever visited the podcast / that Gaute ever came across / that will make the desert green again! ....
Episode 13: CEO Ørjan Svanevik talks about his babies - his ESG babies that is!
31 Mar 2021
Contributed by Lukas
Ørjan Svanevik is the CEO of Arendals Fossekompani, a 125 year old company that has done two spin-offs, Tekna and Volue, in the last 6 months! Arenda...
Episode 12: The Dane who runs Bank Norwegian.
26 Mar 2021
Contributed by Lukas
Bank Norwegian CEO Tine Wollebekk has the speed of a fintech, the strength of a bank.... and the profitability per employee of a FAANG!
Episode 11: KID YOU NOT! CEO Anders Fjeld on why he is not KIDding around!
19 Mar 2021
Contributed by Lukas
The most profitable company CEO visiting the Arctic Podcast so far does not KID around when it comes to profits and sustainability. He does not dare t...
Episode 10: OTOVO CFO Cecilie Weltz is a star on the European solar scene!
12 Mar 2021
Contributed by Lukas
Hear why there are no panels on her roof just yet.. and why she may be the European version of (Sunrun founder) Lynn Jurich!
Episode 9: How Meltwater CEO Jørn Lyseggen went from Høgegga to Silicon Valley via the Vatican!
05 Mar 2021
Contributed by Lukas
MELTWATER is Norway's first real tech unicorn! Founder Jørn Lyseggen started with only two men, a coffee machine, and $15,000 in startup capital. Jø...
Episode 8: CEO of Aker BioMarine Matts Johansen is all about krill and skateboarding!
26 Feb 2021
Contributed by Lukas
Aker BioMarine CEO Matts Johansen tells Arctic podcast host Gaute he would "rather be Tony Hawk than Kjell Inge Røkke"... and accepts a challenge whi...
Episode 7: Thanks for the ride dinosaurs, we'll take it from here!
19 Feb 2021
Contributed by Lukas
NEL CEO Jon-Andre Løkke is the most famous Norwegian CEO..... in Germany! How is hydrogen unlocking the potential of renewables? Arctic podcast host ...
Episode 6: The Arctic Kahoot Quiz Podcast!
12 Feb 2021
Contributed by Lukas
The Arctic Kahoot! Quiz Podcast! Arctic's podcast host Gaute steps outside his comfort zone (that's where the magic happens) hosting a Kahoot! quiz in...
Episode 5: LAKSESPESIAL! Gaute diskuterer fisk og ESG med lakseanalytikere Thomas Lorck og Axel Jacobsen.
05 Feb 2021
Contributed by Lukas
I denne ukens LAKSESPESIAL oppfordrer Arctics lakseanalytikere Thomas Lorck og Axel Jacobsen alle til å spise laks til middag oftere! Utfordringene s...
Episode 4: Corona-vaksine viser hvordan biotech redder verden! Arctics ekspertpanel Ulrica og Lars er begge optimister.
29 Jan 2021
Contributed by Lukas
Corona-vaksine viser hvordan biotech redder verden! Optimistisk syn på Covid, verden og biotech fra Arctics in-house eksperter Ulrica Slåne Bjerke, ...
Episode 3: Arctics orakel Jon Gunnar Pedersen om Staten og Kapitalen!
22 Jan 2021
Contributed by Lukas
Jon Gunnar Pedersen, Arctics bauta og tidligere statssekretær i Finansdepartementet, forsvarer støttepakker til flybransjen, men klarer ikke kjøpe ...
Episode 2: Arctics tech-ekspert, Henriette Trondsen om den HOTTE IT-sektoren!
15 Jan 2021
Contributed by Lukas
Teknologi tar over børsene. Arctics tech-ekspert, Henriette Trondsen om den HOTTE IT-sektoren. Hvem blir først utkonkurrert av Kunstig Intelligens (...
Episode 1 - Makro-analytiker Stein Bruun- utsiktene for børsene i 2021!
08 Jan 2021
Contributed by Lukas
I dag, Norges beste makro-analytiker Stein Bruun! I samtale med programleder Gaute Ulltveit-Moe diskuteres utsiktene for børsene i 2021!