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In Good Company with Nicolai Tangen

Norges Bank Investment Management

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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.
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I Danske Bank verdsetter vi andres erfaringer. Vi tenkte at du kanskje har det på samme måte. Derfor har vi laget denne serien med pod-sendinger der næringslivsledere deler sin kunnskap om internasjonale forretninger. Lytt til rådene deres om ekspansjon, etableringer og internasjonal virksomhet.
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Behind the Balance Sheet

Stephen Clapham, Behind the Balance Sheet

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Our objective is to remove some of the mystique around investing and improve our understanding of what makes a successful investment, or indeed an unsuccessful one. We meet leading investors and commentators and educate ourselves not just about the world of investing but also about the world. Our goal is to inform, educate, entertain and make you a better investor. We feature famous guests and some you may not know. But we can learn from them all, whether you are one of our core audience of ...
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We are simplifying finance for the next generation! Every episode involves student hosts Rohan Gupta and Alex Patel discussing and simplifying a topic in finance with an all-star expert on it in order to improve your understanding of the world of finance. This podcast is mainly meant for high school and college students, but anyone can tune and learn finance in the most relatable, understandable, and simplified way! We are the first and only student-run and student-focused podcast centered o ...
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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…
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John Armitage is a giant in the hedge fund world and in the world of investing more broadly. His firm, Egerton Capital, celebrates its 30th anniversary this year. Inthis conversation, John explains how he started with $10m, and why you couldn’t do that today. He touches on his portfolio, talks about his approach to investing, explaining why he requ…
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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…
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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…
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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…
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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…
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John Huber is an investor with a small fund managing his family assets and outside capital in a concentrated portfolio. John has written an excellent blog, Base Hit Investing, for many years, explaining his investing principles. We discuss these in this episode, including what John looks for in an investment, why he emphasises capital allocation ev…
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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, …
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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…
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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…
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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…
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Carine Smith Ihenacho is Chief Governance and Compliance Officer at Norges Bank Investment Management, the Norwegian wealth fund. It’s the largest single equity owner in the world and sets out to be the most transparent. She is therefore likely the most powerful person in the world of ESG. In our podcast episode, Huw van Steenis and I discussed: Ho…
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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 …
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Chris Mayer is the founder of Woodlock House Family Capital and the author of 100 Baggers: Stocks that Return 100-to-1 and How to Find Them. He has written several other books and formerly wrote an investingnewsletter which led him to travel the world seeking investment ideas. Studying the universe of 100 Baggers has led Chris to a clear set of inv…
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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…
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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…
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Lawrence Cunningham is the author of 20 books; an academic with over 60 publications; a legal expert; an accounting expert; a governance expert; a director on 3 quoted company boards; and a company adviser. His most famous book is the Essays of Warren Buffett in which he extracts sections from the sage’s letters over decades and orders them by subj…
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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…
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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…
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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…
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Peter Cowley is a successful angel investor. But it was histragic private life which prompted this interview. Two of his three children lost to suicide; their mother died unexpectedly; his sister lost to alcoholism; his brother died aged 21 from cancer; two decades in recovery from alcoholism; and he has now been diagnosedwith terminal Stage 4c can…
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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-…
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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…
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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 …
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Steve Clapham and climate finance expert Huw van Steenis talk to Barry Norris, climate sceptic and founder and CIO of Argonaut Capital. Barry explains why he believes the economics of offshore wind are unsound. He likens wind and solar to unreliableworkers and thinks nuclear and fossil fuel generation are the reliable workers. You can't have a fact…
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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 …
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Jonathan Ruffer is the founder of the eponymous assetmanagement firm, a bold and successful investor (a combination unusual to survive, let alone thrive) and considers himself a financial historian. He remains the figurehead of the firm although has stepped back somewhat from the daily combat with markets. In this episode, he explains why he thinks…
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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 …
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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…
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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…
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Emmanuel Lagarrigue is the Co-Head of Climate at KKR and in this fascinating discussion, he explains why he joined the firm and what they are seeking to achieve in financing the energy transition. He explains how KKR sees a gap in the huge $7tn pa investment needed to fund the transition between the early stage investments and the mature infrastruc…
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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…
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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…
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Bill Browder is a human rights activist who championed the Magnitsky Act, signed into law by President Obama. It not only sanctions Russians, but others around the world. Similar legislation is now in place in over 30 countries. He is also a bestselling author and former hedge fund manager. In this episode, we talk about his career, about how he co…
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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…
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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…
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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…
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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…
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Grant Williams is a former hedge fund manager who nowpublishes the monthly newsletter Things that Make You Go Hmmm and a subscription-only investing podcast channel that incredibly is one of the top 0.5% of all podcasts globally. In this fascinating discussion, Grant explains his fascination for Japan and why we should all pay attention. We discuss…
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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…
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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…
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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…
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James Aitken is an expert in the plumbing of the financial system. We go on a world tour of the hotspots in global finance. You will learn why James is relaxed about the US; why the Japanese government will Make Japan Great Again and why this could have serious repercussions for global bond markets; and why China will likely muddle through, in spit…
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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,…
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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 …
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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…
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Christopher Nassetta became the CEO of Hilton in 2007, at a time when the company was acquired by the private equity firm Blackstone. He navigated through challenges such as the impact of the recession, the rise of online travel agencies, and the emergence of new competitors. Through his successful restructuring of the company, launching new brands…
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Sebastian Lyon is a conservative investor who manages two highly successful multi asset funds. His motto is simple over complex and he is intent on protecting the downside. In this interview, we discuss his views on markets (spoiler: not super bullish); how he built Troy into a significant asset management business from scratch; how he has managed …
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Deutsche Telekom is the largest telecommunication provider in Europe. Tim Höttges has been a successful CEO since 2014. Tim is a very curious and outspoken leader about the challenges and opportunities for the telecom sector, so tune in! We own over 2% of Deutsche Telekom. This translates to 21 billion kroner or 2.1 billion US dollars, and we have …
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