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 23, 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 Google’s Former CEO and Europe’s AI Regulation Problem
Friday Wrap-Up: Lessons from Google’s Former CEO and Europe’s AI Regulation Problem okt 23, 2026 10:53 This week’s Friday Wrap-Up looks back at Nicolai Tangen’s podcast conversation withEric Schmidt, former CEO of Google and one of the most influential voices on AI.Marthe Skaar and Nicolai discuss how investors should think about a business modelwhere a new AI model takes about six months to build and may be out of date withinmonths.They also cover why Nicolai believes over-regulating AI could hold
Eric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind
Eric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind okt 21, 2026 43:06 Eric Schmidt has watched the technology industry reinvent itself again and again, and he is convinced this wave is the biggest yet. The former CEO of Google, today one of the leading voices on AI, joins Nicolai Tangen for a conversation about agents, superintelligence and power. Where does this leave large companies? What happens to Europe? And what is Schmidt most worried about? Schmidt also spea
Friday Wrap-Up: Online Dating and the Portfolio Manager Debrief
Friday Wrap-Up: Online Dating and the Portfolio Manager Debrief okt 16, 2026 13:03 This week’s Friday Wrap-Up looks at Nicolai Tangen’s podcast conversation with Spencer Rascoff, CEO of Match Group, the company behind dating apps like Tinder and Hinge. With Marthe Skaar in Oslo and Nicolai in London, they discuss how online dating has changed the way people meet, the algorithm Rascoff compares to a deck of cards, and his advice for a better dating profile. They also look at why
Match Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
Match Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic okt 14, 2026 44:15 What actually makes two strangers match? Nicolai Tangen is joined by Spencer Rascoff, CEO of Match Group, the company behind Tinder, Hinge and a dozen other dating apps, for a conversation about how modern romance really works. They get into the algorithm doing the matchmaking, what separates a profile that works from one that doesn't, what Gen Z has changed about dating, and why loneliness ha
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

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