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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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Danske Bank, Norge

Danske Bank, Norge

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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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CNBC's flagship show in Europe sets you up with everything you need to know for the European business day. Anchors Steve Sedgwick, Karen Tso and Arabile Gumede engage in unscripted and dynamic debate on the day's top stories. They are joined by leading business executives, policymakers, financial strategists, fund managers and other newsmakers to provide original points of view and instant analysis of the latest business news and key market themes.
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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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The BoE and Norges Bank are expected to hold rates steady today while the SNB looks set to make a second consecutive cut today. UK Prime Minister Rishi Sunak suffers another blow to his chances of re-election with one poll predicting the Tories are on track for its lowest ever seat total next month. In Brussels, Italian Prime Minister Giorgia Melon…
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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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European Union and Chinese officials are to hold talks about the bloc’s planned tariffs on Chinese EVs. Asian markets are mixed after a soft end to the week on Wall Street in the longest stretch of low volatility since the GFC. In France, President Emmanuel Macron’s centrist Ensemble alliance loses more ground in the polls, trailing Marine Le Pen’s…
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We hear exclusively from IMF managing director Kristalina Georgieva who says Europe is on the right economic path but must take advantage of the single market or fall behind. The Nasdaq breaks its longest winning streak of the year as Nvidia shares pare back. However Wall Street is on course for a positive end to the week with energy stocks leading…
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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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The world’s most valuable company Nvidia overtakes Microsoft in terms of market cap following a 170 per cent rally this year. Treasury yields fall following lower-than-expected retail sales numbers bolster hopes of a Fed rate cut later this year. Luxury trainer maker Golden Goose shelves plans to list on the Milan stock exchange blaming a deteriora…
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Europe's competition chief Margrethe Vestager will soon be ending her mandate in Brussels, after ten years of taking on Big Tech and others. In an exclusive conversation with Squawk Box Europe's Silvia Amaro, she addressed some of the ongoing investigations into Microsoft and Apple and offered a sobering perspective on Europe's place in the world. …
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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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We are live in Brussels where the European Commission top job is up for grabs. The EPP is demanding the presidency is split into two terms of two-and-a-half years. Wall Street enjoys a mega-cap rally with the S&P 500 notching a 30th record close this year. In aviation news, Boeing CEO Dave Calhoun prepares to face lawmakers on Capitol Hill over the…
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Chinese retail sales deliver but concerns remain over the property sector which drag on fixed asset investment. Minneapolis Fed Chairman Neel Kashkari signals a rate cut may happen in December as he calls for more evidence inflation is falling. Israeli Prime Minister Benjamin Netanyahu condemns his generals’ decision to allow for tactical pauses in…
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G7 nations agree on a $50bn aid package to Ukraine, using frozen Russian assets to underwrite the deal. We are live in Bari for the latest where EU Council President Charles Michel tells CNBC that Russia must pay up for its invasion of the country. In Asia, the yen slides as the BoJ keeps rates on hold but signals that quantitative tightening is on…
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The Federal Reserve leaves interest rates on hold at a record 20-year high and indicates it will make only one cut this year. Chairman Jerome Powell says the fight against inflation continues. Equity markets react to cooling inflation. The S&P 500 hits a fresh new high while Apple temporarily overtakes Microsoft as the world’s most valuable company…
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Disappointing Chinese consumer activity keeps a lid on consumer prices in the world’s second-largest economy while manufacturing activity fell for the 20th consecutive month. The EU is set to more than double tariffs on Chinese-made EVs, risking further confrontation. Apple posts its best daily performance since 2002 as investors turn bullish over …
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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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European equities are lower as they digest the weekend’s EU election results. However, the S&P 500 and the Nasdaq hit new record highs ahead of this week’s Fed meeting. In France, right-wing parties hold emergency coalition talks following President Emmanuel Macron’s snap election decision following his party’s poor result on Sunday. In tech news, …
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A shock in France: President Emmanuel Macron takes a gamble, calling a snap parliamentary election after his party suffers a humiliating defeat in EU elections. The Centre holds but the Far-Right sees record support, unsettling the bloc's mainstream establishment. Germany's ruling coalition suffers its worst ever result as the rise of the right rai…
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