))
The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...
…
continue reading
1
Rerun: Lars Fruergaard Jørgensen CEO of Novo Nordisk
38:48
38:48
Play later
Play later
Lists
Like
Liked
38:48
Rerun: “I'm very concerned that European citizens will have lack of access or much lower access to some of the new medicines” says CEO of Novo Nordisk. He also share some interesting perspectives about the importance of purpose and their new weight loss drug. The production team on this episode were PLAN-B’s Niklas Figenschau Johansen and Nikolai O…
…
continue reading
1
Rerun: Morgan Stanley Chair and CEO: Succession, culture, stress, and leadership
46:50
46:50
Play later
Play later
Lists
Like
Liked
46:50
Rerun: James Gorman, one of the most successful CEOs in the world of banking, is stepping down as CEO and shares unique insights into the world of banking, investing, and leadership. He also shares how he reviews talent, and the immense stress and pressure that come with a job like his. The production team on this episode were PLAN-B's Nikolai Oven…
…
continue reading
1
Phil Ruvinsky - Sustainable Competitive Advantages in Technology
37:23
37:23
Play later
Play later
Lists
Like
Liked
37:23
In this episode, Michael Mauboussin, adjunct professor at Columbia Business School, hosts Phil Ruvinsky, Managing Director and Head of the Fundamental U.S. Growth Team at BlackRock. With extensive experience in the investment industry, Phil shares his journey from law to finance, discusses his investment philosophy, and explains the importance of s…
…
continue reading
1
Rerun: Jensen Huang Founder and CEO of Nvidia
48:18
48:18
Play later
Play later
Lists
Like
Liked
48:18
Rerun: What’s the most important problems that AI can solve? How close are we to artificial general intelligence? And how can we use AI responsibly? Tune in and find out! The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with additional input from our por…
…
continue reading
1
David Epstein: The power of being a generalist
42:56
42:56
Play later
Play later
Lists
Like
Liked
42:56
In this episode of In Good Company, Nicolai welcomes David Epstein, author of the book Range, which challenges conventional wisdom and illustrates why generalists often thrive in a specialized world. David shares his insights on the advantages of being a generalist, the importance of a sampling period, how embracing diversity and unconventional thi…
…
continue reading
1
Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance
1:01:19
1:01:19
Play later
Play later
Lists
Like
Liked
1:01:19
In this episode, hosts Tano Santos and Michael Mauboussin speak with Anu Bradford, the Henry L. Moses Professor of Law and International Organization at Columbia Law School, to discuss the intricate dynamics of global technology regulation. Anu is recognized for her deep expertise in international economic law. Her pivotal books "The Brussels Effec…
…
continue reading
1
Dario Amodei CEO of Anthropic: Claude, New models, AI safety and Economic impact
1:10:51
1:10:51
Play later
Play later
Lists
Like
Liked
1:10:51
How much bigger and more powerful will the next AI models be? Anthropic’s CEO, Dario Amodei, joins Nicolai in Oslo to discuss the latest advancements in AI, the economic impact of this technology, and the importance of responsible scaling. Dario also shares his excitement about the upcoming models and his thoughts on who will profit the most from A…
…
continue reading
1
Exor CEO John Elkann: Family ownership, Football and Ferrari
45:31
45:31
Play later
Play later
Lists
Like
Liked
45:31
In this episode, Nicolai sits down with John Elkann, CEO of Exor, to discuss the history of the holding company, the importance of family ownership, and the focus on long-term value creation. Exor, controlled by the Agnelli family, has companies like Ferrari, Stellantis, Philips, and the Italian football club Juventus in its portfolio. Altogether, …
…
continue reading
1
Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
1:04:01
1:04:01
Play later
Play later
Lists
Like
Liked
1:04:01
In today's discussion, Jonathan Knee, a distinguished advisor at Evercore Partners and Professor of Professional Practice of Media and Technology at Columbia Business School, explores the themes of his influential work, "The Platform Delusion." Jonathan's insights stem from a rich career in both the banking and academic sectors, bringing a nuanced …
…
continue reading
1
Howard Marks: Oaktree Capital, Investment philosophy, Risk and Randomness
40:50
40:50
Play later
Play later
Lists
Like
Liked
40:50
How can you judge the quality of a decision? Howard Marks is the co-founder of Oaktree Capital and one of the world's most respected investors. In this episode he tells us about how he got started in finance, his investment philosophy, his thoughts on risk management and much more. Tune in for an insightful conversation with one of the greatest min…
…
continue reading
1
Adobe CEO: Creativity, Innovation and Unreasonable expectations
51:29
51:29
Play later
Play later
Lists
Like
Liked
51:29
How can setting unreasonable expectations lead to innovation and success? In this episode, Shantanu Narayen, the CEO of Adobe, shares how early mentorship experiences shaped his approach to leadership. Nicolai and Shantanu also discuss the impact of AI on creativity, the founders' lasting influence on Adobe's culture, Shantanu's upbringing in India…
…
continue reading
1
James Bessen - Understanding the Tech Paradigm
45:54
45:54
Play later
Play later
Lists
Like
Liked
45:54
In the third episode of Season 10, hosts Tano Santos and Michael Mauboussin speak with James Bessen, Executive Director of the Technology and Policy Research Initiative at Boston University. Delving into the intricacies of technological advancement and market dynamics, Bessen shares his insights on the evolving landscape of competition and innovati…
…
continue reading
1
Cal Newport: How to eliminate distractions and stay focused
35:15
35:15
Play later
Play later
Lists
Like
Liked
35:15
What is deep work, and why is it important? Cal Newport is known for his work on productivity and focus, and in this episode, he shares his best advise on how to eliminate distractions and getting things done. Cal and Nicolai also discuss the myths of multitasking, whether four-day work weeks are beneficial and the importance of respecting your att…
…
continue reading
1
Atlas Copco CEO: Culture, performance, mistakes and accountability
33:48
33:48
Play later
Play later
Lists
Like
Liked
33:48
Why does the Swedish company Atlas Copco produce some of the best CEOs in the world? After 7 years in charge, Mats Rahmström has now stepped down as CEO. In this episode, he talks to Nicolai about excellent leadership, the unique corporate culture at Atlas Copco, his biggest mistake, high expectations for employees and how to maintain speed in the …
…
continue reading
1
Jan Hummel - Deep Diligence at Paradigm Capital
48:46
48:46
Play later
Play later
Lists
Like
Liked
48:46
In this episode, Tano Santos sits down with Jan Hummel, CIO of Paradigm Capital, revisiting his investment strategies and exploring the nuanced dimensions of risk management in the evolving European asset landscape. Jan discusses the foundational investment philosophy of Paradigm Capital, emphasizing risk minimization and the strategic deployment o…
…
continue reading
1
Porsche and Volkswagen CEO: Leadership, iconic cars & Chinese competition
35:34
35:34
Play later
Play later
Lists
Like
Liked
35:34
Join us for an exciting drive with Oliver Blume, the CEO of Porsche & Volkswagen! Oliver talks about his love of cars, the magic of the Porsche 911, Chinese competition in the EV market and how he splits his time leading two companies. When Porsche got listed in 2022, we were a cornerstone investor, and today we own over 1% of Porsche and Volkswage…
…
continue reading
1
Rachel Botsman: How to build and maintain trust
43:18
43:18
Play later
Play later
Lists
Like
Liked
43:18
What is trust, and why is it so easy to tear down? In this episode, world leading expert on trust, Rachel Botsman, addresses the challenges of building and maintaining trust. Nicolai and Rachel explore the key moments that foster trust and the essential elements of building strong, enduring relationships in today's digital world. The production tea…
…
continue reading
In this heartfelt episode, we pay tribute to Charlie Munger, the visionary vice chairman of Berkshire Hathaway who recently passed away. Joining us is Todd Combs, an investment officer at Berkshire Hathaway and a close acquaintance of Munger. Todd shares personal anecdotes and insights into Munger's profound influence on the investment world and hi…
…
continue reading
1
Citadel Founder and CEO: Investing, Innovation, Culture, and Politics
44:45
44:45
Play later
Play later
Lists
Like
Liked
44:45
Since founding Citadel in 1990, Ken Griffin has become one of the most successful investors of all time. In this episode, Ken shares his journey from starting Citadel after university, to leading the world's most successful hedge fund. He also shares valuable advice on politics and maintaining resilience in a volatile economic landscape. The produc…
…
continue reading
1
Marc Andreessen Live at Our Investment Conference: AI, Disruption, US vs. Europe, and Making Money
17:34
17:34
Play later
Play later
Lists
Like
Liked
17:34
Marc Andreessen, a pioneering Silicon Valley entrepreneur and co-founder of the influential venture capital firm Andreessen Horowitz, talks to Nicolai Tangen at our annual investment conference. In this engaging conversation, he shares insights on how to make money in today's economy, the global AI race, the competitiveness between Europe and the U…
…
continue reading
1
Shell CEO: Energy, security, transition, and Leadership
49:04
49:04
Play later
Play later
Lists
Like
Liked
49:04
Wael Sawan is a Lebanese Canadian business executive who became CEO of Shell in 2023. He shares unique insights into navigating the complex landscape of energy transition, aiming for sustainability while meeting global energy demands. In this episode, Wael also shares his personal story and advice to young people. The production team for this episo…
…
continue reading
1
Sal Khan CEO & Founder of Khan Academy: Personalized education, AI and the drive to learn
42:48
42:48
Play later
Play later
Lists
Like
Liked
42:48
In this bonus episode, Sal talks about how he revolutionized global education with his innovative approach to learning. His videos have educated millions across the globe. Sal also shares his journey from hedge funds to educational philanthropy and discusses the transformative power of AI in education. The production team on this episode were PLAN-…
…
continue reading
1
Elon Musk: AI, Space, X, Mars, speed and hardcore
46:37
46:37
Play later
Play later
Lists
Like
Liked
46:37
This was a Live recording on X Spaces with Elon Musk. Tune in for his unique insight into the future of AI, space exploration, Mars, free speech and much more. You don’t want to miss this one! The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research were done by Sigurd Brekke and Isabelle Karls…
…
continue reading
1
Alibaba co-founder & Chair: China, Jack Ma, AI and basketball
37:37
37:37
Play later
Play later
Lists
Like
Liked
37:37
Joe Tsai is chair and co-founder of Alibaba, one of the world’s largest companies with over a billion consumers. Joe shares unique insight in the Chinese economy and consumer, how he met Jack Ma, and how far behind China is from the US when it comes to AI development. Joe is also a huge sports fan and owns the NBA basketball team Brooklyn Nets. We …
…
continue reading
1
DoorDash co-Founder & CEO: food delivery, first order and hard work
51:06
51:06
Play later
Play later
Lists
Like
Liked
51:06
Tony Xu founded this company as a student and has since transformed it into a global leader in food delivery. Tony shares unique insights into how he made DoorDash a success, his vision for the future of delivery, the war on bits and atoms, and how to organize the physical world. Join us as we explore the world of DoorDash with the very impressive …
…
continue reading
1
RBI CEO and Chair: Burger King, coffee, speed and trust
36:50
36:50
Play later
Play later
Lists
Like
Liked
36:50
Today’s guests; Patrick Doyle and Josh Kobza, the Executive Chair and CEO of Restaurant Brands International, one of the world’s largest fast-food companies. They own Burger King, Tim Hortons, Firehouse, and Popeyes. In other words, they sell billions of Burgers, Coffees, Chickens and Sandwiches every year. They discuss trends in the industry, how …
…
continue reading
1
Microsoft Chairman & CEO: AI, chip shortage, empathy, and poetry
37:34
37:34
Play later
Play later
Lists
Like
Liked
37:34
Satya Nadella shares his unique insight into AI, chip shortage, the importance of empathy and effective leadership. We are invested in over 8000 companies, but Microsoft is our number one holding. It's fascinating to think that each Norwegian has an average investment of over 6,000 US Dollars in this company. And under Satya’s leadership, Microsoft…
…
continue reading
1
UBS CEO: Surprise comeback, Credit Suisse, and winning
41:45
41:45
Play later
Play later
Lists
Like
Liked
41:45
Sergio Ermotti's returned as CEO with the bank's historical acquisition of their main rival Credit Suisse, a landmark event in global finance. Sergio shares why he wanted to come back to UBS, his biggest challenges as new CEO, and why Credit Suisse failed. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. B…
…
continue reading
1
Northvolt CEO: Batteries, sustainability, Elon Musk and speed
44:43
44:43
Play later
Play later
Lists
Like
Liked
44:43
Peter Carlsson is steering the Swedish battery developer and manufacturer towards sustainable battery production. Northvolt is constructing one of Europe's largest battery factories, in a very competitive landscape with strong competition from China. Check out Peter’s visionary and bold approach, what we learned from his time at Tesla with Elon Mus…
…
continue reading
1
London Stock Exchange Group CEO: Leadership, CEO pay, and busting silos
32:20
32:20
Play later
Play later
Lists
Like
Liked
32:20
Founded in 1801, LSEG has been at the forefront of financial markets for centuries, surviving world wars. Now it’s a global financial powerhouse. David Schwimmer, their CEO, is a New Yorker with a rich academic background from Yale, Harvard, and a 20-year tenure at Goldman Sachs from Moscow to London. Join us for an insightful conversation with Dav…
…
continue reading
1
Annie Duke: Quitting, Bill Gates, and poker
40:52
40:52
Play later
Play later
Lists
Like
Liked
40:52
In the face of tough decisions, we’re terrible quitters. And that is significantly holding us back. In this episode, Annie Duke blends her experience at the poker table with her academic background, offering unique insights into the human psyche, decision-making and quitting. The production team on this episode were PLAN-B's Pål Huuse and Niklas Fi…
…
continue reading
1
Rentokil Initial CEO: Pest Control, AI and dealmaking
37:05
37:05
Play later
Play later
Lists
Like
Liked
37:05
In this episode, we delve into the world of pest control with Andy Ransom, CEO of Rentokil. Andy has steered Rentokil to become a global leader in pest control. We'll explore how climate change is reshaping pest control across the world and the unique challenges facing the industry. Plus, don't miss Andy sharing his craziest pest control story. Joi…
…
continue reading
1
Dominos CEO: Pizza, pineapple, and courage
31:56
31:56
Play later
Play later
Lists
Like
Liked
31:56
Dominos was founded in 1960 by two brothers. Now they are the largest pizza company in the world, serving over 1 million people daily across 20,000 locations globally. Their CEO Russell Weiner talk about what makes a good pizza, their unique marketing campaigns, new delivery trends, and can you have pineapple on a pizza? The production team on this…
…
continue reading
1
Siemens CEO: Automation, digital twin and grit
39:54
39:54
Play later
Play later
Lists
Like
Liked
39:54
Siemens has played an important role in shaping the technological evolution of Europe, and beyond. Their impressive CEO, Roland Busch, shares his rise to the top, leadership principles, and also discuss the new trends in automation, digitisation, and AI. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Bac…
…
continue reading
1
Citi CEO: Restructuring, leadership, and empathy
45:04
45:04
Play later
Play later
Lists
Like
Liked
45:04
Jane Fraser is a leading figure in global finance and the first woman to head a major US bank. At Citigroup, she has been a force of change, steering the bank through big restructuring. In this episode, she delves into her strategies for steering a multinational bank, her vision for Citigroup's future, and the key traits of effective leadership. Th…
…
continue reading
1
Live podcast with Daniel Ek Founder & CEO Spotify: The future of audio, AI in music and motivation
44:14
44:14
Play later
Play later
Lists
Like
Liked
44:14
Daniel shares the unique story of how Spotify revolutionized the music industry, the future of audio, the impact of AI, and his approach to leadership and building a strong corporate culture. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with input from port…
…
continue reading
1
Volvo Chair: Leadership, crisis management and CEO vs Chair
53:46
53:46
Play later
Play later
Lists
Like
Liked
53:46
Carl-Henric Svanberg’s story is as fascinating as it is inspiring. From his humble beginnings in a small village in Sweden, Svanberg rose to become a significant figure in the global corporate arena. He has led companies like Assa Abloy, Ericsson, Bp and Volvo through some of their most challenging and transformative periods. In this episode, we'll…
…
continue reading
1
Kim Lew - The Dynamics of Risk Management and Asset Allocation
1:03:18
1:03:18
Play later
Play later
Lists
Like
Liked
1:03:18
Today's discussion with Kim Lew, President and CEO of the Columbia Investment Management Company, traverses her unique journey from her roots in the Bronx to managing a prominent Ivy League endowment. Kim shares her insights on navigating the intricate world of investment management, particularly in risk management and asset allocation. With a care…
…
continue reading
1
John Armitage - Navigating Macroeconomic Shifts
51:35
51:35
Play later
Play later
Lists
Like
Liked
51:35
In the complex world of financial markets and economic fluctuations, John Armitage, a seasoned investment maestro, sits down with us today. As the chief strategist behind the success of Egerton Capital, Armitage brings his profound insights into navigating the complexities of portfolio management and the subtle art of risk-taking in fluctuating mar…
…
continue reading
1
Brookfield CEO: Private vs. public markets, investment style and value creation
48:36
48:36
Play later
Play later
Lists
Like
Liked
48:36
Bruce Flatt became the CEO of Brookfield in 2002 when the company was primarily a Canadian-based real estate firm with a market value of $5 billion. Under his leadership, it transformed into a global alternative asset manager, managing over $850 billion in assets across various sectors: real estate, infrastructure, renewable energy, private equity,…
…
continue reading
1
CEO of Amazon Web Services: Cloud, GenAI, two pizza rule and customer obsession.
50:36
50:36
Play later
Play later
Lists
Like
Liked
50:36
Adam Selipsky the CEO of AWS is leading the world's largest cloud provider. He shares his vision for the future of AWS, how he plans to foster a culture of innovation and customer obsession. He also reveals how he applies the famous "two pizza rule" and the unique meeting culture in Amazon. The production team on this episode were PLAN-B's Nikolai …
…
continue reading
1
Morgan Stanley Chair and CEO: Succession, culture, stress, and leadership
46:21
46:21
Play later
Play later
Lists
Like
Liked
46:21
James Gorman, one of the most successful CEOs in the world of banking, is stepping down as CEO and shares unique insights into the world of banking, investing, and leadership. He also shares how he reviews talent, and the immense stress and pressure that come with a job like his. The production team on this episode were PLAN-B's Nikolai Ovenberg an…
…
continue reading
