Épisodes

  • HIGHLIGHTS: Anthony Bolton
    Jul 4 2025

    We've curated a special 10-minute version of the podcast for those in a hurry.

    Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/the-mindset-of-a-contrarian-investor-anthony-bolton/id1614211565?i=1000715373598&l=nb


    How can investors profit by going against the crowd? Nicolai Tangen sits down with legendary contrarian investor Anthony Bolton to discuss the art of thinking differently in financial markets. Drawing from his remarkable tenure at Fidelity, Bolton explains why popularity is risk and how the best investment opportunities often feel uncomfortable. The conversation explores why current market dynamics may be creating even bigger opportunities for contrarian investors, while Bolton shares his views on China, US tech stocks, and the future of markets.


    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.


    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse.


    • Watch the episode on YouTube: Norges Bank Investment Management - YouTube
    • Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
    • Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
    • Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
    • Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram


    Hosted on Acast. See acast.com/privacy for more information.

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    10 min
  • HIGHLIGHTS: Vasant Narasimhan - CEO of Novartis
    Jun 27 2025

    We've curated a special 10-minute version of the podcast for those in a hurry.

    Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/novartis-ceo-medical-innovation-tech-partnerships-and/id1614211565?i=1000714438745&l=nb

    Can AI help us find cures for diseases we've never been able to treat? Nicolai Tangen speaks with Vasant 'Vas' Narasimhan, CEO of Novartis, about pioneering pharmaceutical innovation. They explore breakthrough cell and gene therapies, AI partnerships with leading tech companies, and how Novartis transformed from a sprawling conglomerate into a streamlined drug discovery company. Vas shares his unique perspective as a physician-scientist turned CEO, his concerns about Europe's declining pharma competitiveness, and his leadership philosophy of being the 'chief energy officer.' With €235 billion in market cap and groundbreaking treatments reaching patients worldwide, Novartis continues unlocking medical breakthroughs. Tune in!


    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.


    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson.


    • Watch the episode on YouTube: Norges Bank Investment Management - YouTube
    • Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
    • Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
    • Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
    • Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram

    Hosted on Acast. See acast.com/privacy for more information.

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    10 min
  • Novartis CEO: Medical Innovation, Tech Partnerships, and European Competitiveness
    Jun 25 2025

    Can AI help us find cures for diseases we've never been able to treat? Nicolai Tangen speaks with Vasant 'Vas' Narasimhan, CEO of Novartis, about pioneering pharmaceutical innovation. They explore breakthrough cell and gene therapies, AI partnerships with leading tech companies, and how Novartis transformed from a sprawling conglomerate into a streamlined drug discovery company. Vas shares his unique perspective as a physician-scientist turned CEO, his concerns about Europe's declining pharma competitiveness, and his leadership philosophy of being the 'chief energy officer.' With €235 billion in market cap and groundbreaking treatments reaching patients worldwide, Novartis continues unlocking medical breakthroughs. Tune in!

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson.

    • Watch the episode on YouTube: Norges Bank Investment Management - YouTube
    • Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
    • Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
    • Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
    • Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram

    Hosted on Acast. See acast.com/privacy for more information.

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    47 min
  • HIGHLIGHTS: Børge Brende
    Jun 20 2025

    We've curated a special 10-minute version of the podcast for those in a hurry.

    Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/b%C3%B8rge-brende-between-world-orders-global-cooperation/id1614211565?i=1000713362235&l=nb


    How do world leaders find common ground in an era of growing polarization? In this episode, Nicolai Tangen speaks with Børge Brende, President and CEO of the World Economic Forum, about bringing together global leaders to tackle shared challenges. They explore the shifting geopolitical landscape, the resilience of financial markets despite global tensions, the transformative power of AI and new technologies, and how the iconic Davos gatherings create opportunities for world leaders to find solutions. Børge shares his philosophy on building trust and his belief that equal opportunities are fundamental to a country's success. With 1,000 employees facilitating progress through public-private cooperation, the World Economic Forum continues to address humanity's greatest challenges. Tune in!


    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.


    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Une Solheim.


    • Watch the episode on YouTube: Norges Bank Investment Management - YouTube
    • Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
    • Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
    • Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
    • Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram


    Hosted on Acast. See acast.com/privacy for more information.

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    11 min
  • Børge Brende: Between World Orders, Global Cooperation and Digital Transformation
    Jun 18 2025

    How do world leaders find common ground in an era of growing polarization? In this episode, Nicolai Tangen speaks with Børge Brende, President and CEO of the World Economic Forum, about bringing together global leaders to tackle shared challenges. They explore the shifting geopolitical landscape, the resilience of financial markets despite global tensions, the transformative power of AI and new technologies, and how the iconic Davos gatherings create opportunities for world leaders to find solutions. Børge shares his philosophy on building trust and his belief that equal opportunities are fundamental to a country's success. With 1,000 employees facilitating progress through public-private cooperation, the World Economic Forum continues to address humanity's greatest challenges. Tune in!

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Une Solheim.

    • Watch the episode on YouTube: Norges Bank Investment Management - YouTube
    • Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
    • Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
    • Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
    • Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram


    Hosted on Acast. See acast.com/privacy for more information.

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    49 min
  • HIGHLIGHTS: Ethan Mollick
    Jun 13 2025

    We've curated a special 10-minute version of the podcast for those in a hurry.

    Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/ethan-mollick-ai-urgency-leadership-responsibility/id1614211565?i=1000712377483&l=nb


    Which companies will lead and which will be left behind as AI transforms the way we work? Nicolai Tangen connects with Ethan Mollick, Wharton professor and author of 'Co-Intelligence: Living and Working with AI,' to explore how organizations can harness AI's revolutionary potential. They discuss the growing adoption of AI tools across workforces, proven tactics for driving company-wide implementation, the rise of autonomous AI agents, and why traditional training approaches may be missing the mark. Ethan reveals insights from his research showing that AI works best as a collaborative teammate rather than a replacement. With AI capabilities advancing faster than expected, organizations face increasing urgency to act.


    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.


    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæter and Yohanna Akladious.


    • Watch the episode on YouTube: Norges Bank Investment Management - YouTube
    • Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
    • Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
    • Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
    • Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram


    Hosted on Acast. See acast.com/privacy for more information.

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    10 min
  • Ethan Mollick: AI Urgency, Leadership Responsibility, and Why Companies Must Act Now
    Jun 11 2025

    Which companies will lead and which will be left behind as AI transforms the way we work? Nicolai Tangen connects with Ethan Mollick, Wharton professor and author of 'Co-Intelligence: Living and Working with AI,' to explore how organizations can harness AI's revolutionary potential. They discuss the growing adoption of AI tools across workforces, proven tactics for driving company-wide implementation, the rise of autonomous AI agents, and why traditional training approaches may be missing the mark. Ethan reveals insights from his research showing that AI works best as a collaborative teammate rather than a replacement. With AI capabilities advancing faster than expected, organizations face increasing urgency to act. Tune in for an insightful conversation!

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæter and Yohanna Akladious.

    • Watch the episode on YouTube: Norges Bank Investment Management - YouTube
    • Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
    • Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
    • Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
    • Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram


    Hosted on Acast. See acast.com/privacy for more information.

    Voir plus Voir moins
    39 min