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- In Good Company with Nicolai Tangen
269 episodes
In Good Company with Nicolai Tangen
by Norges Bank Investment Management · English
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.
Latest episodes
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Friday Wrap-Up: Milken’s Method and a Tech Day in New York
A Friday wrap-up featuring an interview with Mike Milken on his “Milken’s Method” in high-yield (junk) lending, plus discussion of investor mindset, US market agility, AI adoption gaps, and the…
13 Nov 2026 · 11m · 6 chaptersMike Milken: Access to Capital, the American Dream, and Why Risk Is Misunderstood
Mike Milken discusses how he built the high-yield bond market to expand access to capital, arguing that “risk” is often misunderstood and that financing entrepreneurs and non-investment-grade…
11 Nov 2026 · 35m · 15 chaptersFriday Wrap-Up: Nuclear, Batteries and Reflections from New York
US electricity demand growth driven by AI and data centers; implications for nuclear and battery storage; political/election effects on data-center siting and energy infrastructure; fund updates on…
6 Nov 2026 · 10m · 6 chaptersNextEra Energy CEO: Powering AI, Nuclear's Comeback and a Historic Utility Merger
NextEra Energy CEO John Ketchum discusses how AI-driven electricity demand is reshaping power planning, why speed-to-power matters, and how NextEra’s historic utility merger (to buy Dominion Energy)…
4 Nov 2026 · 43m · 21 chapters
Friday Wrap-Up: Inside Active Strategies and Learning from Bill Ackman
Active management at Norway’s Norwegian Southern Wealth Fund, using Bill Ackman’s approach as a case study.
30 Oct 2026 · 10m · 6 chapters
Bill Ackman: Concentrated Investing, Permanent Capital, and the Value of Being Challenged
Bill Ackman (Pershing Square) explains how he seeks conviction in concentrated, long-term investing using “all-sides” debate, permanent capital, and a checklist for predictable, durable businesses;…
28 Oct 2026 · 53m · 21 chapters
Friday Wrap-Up: Lessons from Google’s Former CEO and Europe’s AI Regulation Problem
Eric Schmidt’s lessons on AI business models, labor impacts, and regulation; plus the fund’s focus on AI culture metrics and Norway’s Jedrem Committee on investment/ethics.
23 Oct 2026 · 11m · 7 chapters
Eric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind
Eric Schmidt argues AI “agents” and rapid compute scaling will drive a new wave of intelligence, with major implications for business, science, alignment/safety, democracy, and especially Europe’s…
21 Oct 2026 · 43m · 23 chapters
Friday Wrap-Up: Online Dating and the Portfolio Manager Debrief
Modern online dating, Match Group’s Tinder/Hinge matching approach, and how portfolio managers debrief on investment methodology; plus brief market/AI/industry disruption notes and personal segments.
16 Oct 2026 · 13m · 5 chapters
Match Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Spencer Roscoff, Match Group CEO (Tinder, Hinge, and other apps), explains how dating apps use recommendation algorithms and richer profiles to improve matches and chats, why online dating may reduce…
14 Oct 2026 · 44m · 22 chapters
Friday Wrap-Up: Lessons from a Former Boss and the Decline of Shareholder Rights
A Friday wrap-up episode combining (1) lessons from former boss John Armitage on investing and humility, and (2) a discussion of how shareholder rights have declined, especially via dual/multi-class…
9 Oct 2026 · 12m · 5 chapters
John Armitage: How He Invests, Building Egerton, and What Worries Him About AI
John Armitage (Edgerton Capital) explains how he evaluates companies and builds positions, emphasizing moats plus management quality, capital allocation, culture, pricing power, incremental margins,…
7 Oct 2026 · 54m · 28 chapters
Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading
Humanoid robotics and self-driving cars, Horizon Robotics’ role in the automotive value chain, and a broader investor view of the AI/semiconductor supply chain; ends with book recommendations.
2 Oct 2026 · 12m · 4 chapters
Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed
Horizon Robotics’ role in China’s self-driving push and the path to “hands-off” and “minds-off” autonomy, plus how the same automotive computing stack could converge with robotics (including…
30 Sep 2026 · 47m · 25 chapters
Friday Wrap-Up: A President's View on Global Power and Learning from Big Tech
Finland President Alexander Stubb on global power shifts toward the “global south,” multilateral UN reform, and how Big Tech is becoming a new power center; plus AI/tech takeaways from a West Coast…
25 Sep 2026 · 11m · 5 chapters
President Alexander Stubb: A Changing World Order, Democracies Facing AI, and Golfing with Trump
Alexander Stubb argues the world order is shifting like past turning points (1918, 1945, 1989).
23 Sep 2026 · 50m · 28 chapters
Friday Wrap-Up: A Guru of Simplification and the AI Slowdown Debate
John McNeill’s “simplify → optimize → automate” playbook for business processes, plus a debate on whether leading AI labs should slow down AI model development.
18 Sep 2026 · 14m · 5 chapters
Jon McNeill: The Algorithm Behind Tesla and SpaceX, Why Automation Should Come Last, and Setting Unrealistic Goals
John McNeill explains his “algorithm” for building companies like Tesla and SpaceX: question assumptions, delete unnecessary steps, simplify and test manually, accelerate cycle time, then automate…
16 Sep 2026 · 36m · 19 chapters
Friday Wrap-up: Physical AI and China's Speed Advantage
Xpeng’s “physical AI” approach to autonomous vehicles (Level 4 in users’ lifetime), China’s “speed advantage,” and implications for global EV/robotics supply chains and European competitiveness.
11 Sep 2026 · 13m · 8 chapters
XPeng Co-President: China's EV Race, Flying Cars and Humanoid Robots
Xpeng’s co-president Brian Gu argues China leads EV competitiveness via battery scale and faster tech evolution, but differentiation is “intelligence” (autonomous driving + smart cabin).
10 Sep 2026 · 49m · 30 chapters
Friday Wrap-Up: Leadership Longevity and Nicolai's biggest regret
Leadership longevity, innovation in agriculture (John Deere), market/portfolio turnover amid faster tech change, and the fund’s recruiting (students, women, AI skills), plus personal regrets and…
4 Sep 2026 · 15m · 8 chapters
John Deere CEO: Farming's Future, Autonomous Tractors and AI in the Field
John Deere CEO John May discusses “Smart Industrial Strategy,” shifting from selling farm machinery to using AI, computer vision, autonomy, and connected data to help farmers plant, spray, and…
2 Sep 2026 · 38m · 25 chapters
Friday Wrap-Up: A Hedge Fund Legend and Reflections on the Global AI Race
Friday wrap-up of In Good Company covering highlights from an interview with hedge fund legend Paul Marshall, plus reflections on the global AI race, AI’s impact on healthcare, IPO concentration, and…
28 Aug 2026 · 13m · 7 chapters
Sir Paul Marshall: Why Markets Are Getting More Competitive, The Logic of Shorting, and Building TOPS
Sir Paul Marshall (Marshall Wace) discusses why markets are getting more competitive, the “logic of shorting,” and how Marshall Wace built TOPS/AlphaCapture (a system that turns sell-side ideas into…
26 Aug 2026 · 1h 12m · 32 chaptersWe use cookies.They keep VO running smoothly and help us improve it. Privacy policy