Hjem Podkaster In Good Company with Nicolai Tangen
In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Norges Bank Investment Management 255 Episoder okt 9, 2026

The CEO of Norges Bank Investment Management, the world's largest single investor, interviews leaders of major global companies. Listeners gain insights into the leaders' strategies, leadership principles, and more.

Episoder

Friday Wrap-Up: Lessons from a Former Boss and the Decline of Shareholder Rights
Friday Wrap-Up: Lessons from a Former Boss and the Decline of Shareholder Rights okt 9, 2026 12:03 This week's Friday Wrap-Up looks back at Nicolai Tangen's podcast conversation with John Armitage, his former boss and a man he calls one of the most important people in his life. Marthe and Nicolai discuss what Armitage taught him about analysing companies, why the best investors tend to be humble, and why Armitage calls permanent capital a trap. They also cover NBIM's recent view on
John Armitage: How He Invests, Building Egerton, and What Worries Him About AI
John Armitage: How He Invests, Building Egerton, and What Worries Him About AI okt 7, 2026 54:25 Nobody has taught Nicolai as much about investing as John Armitage. First as his largest client, later as his boss for five years at Egerton Capital. For this episode the two meet in London, where John walks through his approach to investing: what makes a company worth the time, why pricing power matters more than almost anything, the red flags that make John sell, and how a position gets built sl
Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading
Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading okt 2, 2026 12:14 Back in Oslo this week, Marthe Skaar and Nicolai Tangen sit down together for a Friday Wrap-Up to talk about his podcast conversation with Dr. Kai Yu, founder and CEO of Horizon Robotics. They look at the role Horizon plays in the self-driving car industry, how China's tightly linked supplier networks create an edge that is hard to copy, and what a chip supply chain this concentrated means for
Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed
Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed sep 30, 2026 47:08 Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's SpeedWho makes the brain inside a self-driving car? Nicolai Tangen sits down with Dr. Kai Yu, founder and CEO of Horizon Robotics, the company supplying the chips and software behind one in three intelligent cars on Chinese roads. They discuss why he never wanted to build a car of his own, the competition in a market that launched 5
Friday Wrap-Up: A President's View on Global Power and Learning from Big Tech
Friday Wrap-Up: A President's View on Global Power and Learning from Big Tech sep 25, 2026 11:08 On this week's Friday Wrap-Up, Marthe Skaar catches up with Nicolai Tangen, joining from San Francisco, to break down his podcast conversation with Alexander Stubb, President of Finland. They discuss Stubb's view that the world is at a major geopolitical turning point, why he believes the Global South will shape what comes next, and how tech giants like Nvidia and Apple now rival entire co
President Alexander Stubb: A Changing World Order, Democracies Facing AI, and Golfing with Trump
President Alexander Stubb: A Changing World Order, Democracies Facing AI, and Golfing with Trump sep 23, 2026 49:36 How are democracies adapting to the new technology? In this episode, Nicolai Tangen talks with Alexander Stubb, President of Finland, about defence, diplomacy and the shifting world order. They discuss why Finland kept its defences strong long before joining NATO, how the war in Ukraine might end, what AI is doing to democracies, and why Stubb believes the Global South will shape what comes next.
Friday Wrap-Up: A Guru of Simplification and the AI Slowdown Debate
Friday Wrap-Up: A Guru of Simplification and the AI Slowdown Debate sep 18, 2026 14:11 On this week's Friday Wrap-Up, Marthe Skaar calls in from Singapore to catch up with Nicolai Tangen, joining from New York, to break down his podcast conversation with Jon McNeill, author of “The Algorithm" and a leading voice on simplifying business processes. They discuss his rule to question every requirement before automating, and why speed has become a competitive necessity. The conversation
Jon McNeill: The Algorithm Behind Tesla and SpaceX, Why Automation Should Come Last, and Setting Unrealistic Goals
Jon McNeill: The Algorithm Behind Tesla and SpaceX, Why Automation Should Come Last, and Setting Unrealistic Goals sep 16, 2026 35:54 Nicolai Tangen sits down with Jon McNeill, CEO and Co-Founder of DVx Ventures and author of The Algorithm: The Hypergrowth Formula That Transformed Tesla, Lululemon, General Motors and SpaceX. Having spent three years as President of Tesla reporting directly to Elon Musk before serving as COO of Lyft, McNeill draws on that experience to lay out his five-step formula: question every requirement, de
Friday Wrap-up: Physical AI and China's Speed Advantage
Friday Wrap-up: Physical AI and China's Speed Advantage sep 11, 2026 13:15 Is it possible to compete with Chinese car companies? In this week's Friday Wrap-Up, Marthe Skaar sits down with Nicolai Tangen to break down his podcast conversation with Brian Gu, Vice Chairman and Co-President of XPeng. They discuss why Gu calls XPeng a "physical AI company" rather than a carmaker, China's race toward fully autonomous, mind-off driving, and what Chinese competition means for co
XPeng Co-President: China's EV Race, Flying Cars and Humanoid Robots
XPeng Co-President: China's EV Race, Flying Cars and Humanoid Robots sep 10, 2026 49:22 When will humanoid robots outnumber humans? Nicolai Tangen sits down with Brian Gu, Vice Chairman and Co-President of XPeng, who describes XPeng as a "physical AI" business rather than just a carmaker. They discuss XPeng's ventures into flying cars and humanoid robots, both built on the same core technology as its vehicles, and a Chinese EV market where new-energy cars now outsell combustion ones.
Friday Wrap-Up: Leadership Longevity and Nicolai's biggest regret
Friday Wrap-Up: Leadership Longevity and Nicolai's biggest regret sep 4, 2026 14:32 In this week's Friday Wrap-Up, Marthe Skaar sits down with Nicolai Tangen for a debrief on the podcast episode with the CEO of John Deere, news about the fund and the markets, and what's on Nicolai’s agenda for the weekend. Nicolai reflects on what surprised him most from the conversation wit the CEO of John Deere: how far AI has come in agriculture, and what it takes for a company to keep reinven
John Deere CEO: Farming's Future, Autonomous Tractors and AI in the Field
John Deere CEO: Farming's Future, Autonomous Tractors and AI in the Field sep 2, 2026 38:07 What does farming look like when the tractor drives itself? Nicolai Tangen sits down with John May, CEO of John Deere, to explore how a 190-year-old tractor maker became one of the most advanced technology companies in agriculture. They discuss AI-powered computer vision that cut herbicide use by 60%, the shift toward subscription-based farming technology, and John Deere's ambition to make US corn

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