#207 Bernt Berg-Nielsen - Nordic Stocks, AI Investments, South Korea, Shipping Lessons, Warren Buffett

00:00 - Intro - Investment Lessons From 2026

03:00 - How Stolt Invests In Equities

06:15 - Omaha Trips And Warren Buffett

12:45 - When To Sell A Stock?

15:55 - How To Invest In AI Revolution?

19:30 - Impressive Nordic Energy Companies

27:30 - Shipping Lessons In AI

31:40 - South Korea Stock Mania

36:10 - Poor Investments In 2026?

38:30 - How To Succeed As A Fund Manager?

47:30 - Book and Podcast Recommendation

Bernt Berg Nielsen manages the Stolt Explorer fund, one of Norway's most conviction-driven, and flexible equity funds. In this episode, we sit down to talk about how to invest in 2026, the AI economy, why Korea's 200% rally could end badly, and the quiet industrial compounders nobody is talking about. Tune in for timeless investment principles, honest market views, and a few summer reading tips! Hope you enjoy it, and leave feedback in the comments!

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.

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