In Good Company with Nicolai Tangen

Nicolai Tangen sits down with Aliko Dangote, Founder and CEO of the Dangote Group, Africa’s largest industrial conglomerate, to explore his journey from a small Lagos trading firm to a sprawling empire spanning cement, fertiliser, petrochemicals, and the world’s largest single-train oil refinery. They discuss overcoming fierce opposition, Africa’s infrastructure challenges, and why its booming youth population signals enormous opportunity. Dangote’s mission? Pioneering the industrialisation of an entire continent. 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 Karoline Woie.

• 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.

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/ibm-ceo-transforming-a-tech-giant-ai-bets-and/id1614211565?i=1000766363117&l=nb

Nicolai Tangen sits down with Arvind Krishna, Chairman and CEO of IBM, for a wide-ranging conversation on technology, leadership, and reinvention. Arvind shares how he has reshaped one of the world’s most iconic companies into a growing force in hybrid cloud and AI, and why he placed an early, decisive bet on AI long before it entered the mainstream. They explore the opportunities and risks of the current AI boom, IBM’s push into quantum computing, and what it takes to reignite a risk-averse culture. Arvind also reflects on leading a global organization operating in more than 170 countries, and the lessons from his 35-year journey at IBM. 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 Karoline Woie.

• 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.

Nicolai Tangen sits down with Arvind Krishna, Chairman and CEO of IBM, for a wide-ranging conversation on technology, leadership, and reinvention. Arvind shares how he has reshaped one of the world’s most iconic companies into a growing force in hybrid cloud and AI, and why he placed an early, decisive bet on AI long before it entered the mainstream. They explore the opportunities and risks of the current AI boom, IBM’s push into quantum computing, and what it takes to reignite a risk-averse culture. Arvind also reflects on leading a global organization operating in more than 170 countries, and the lessons from his 35-year journey at IBM. 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 Karoline Woie.

• 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.

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/live-podcast-with-jamie-dimon-ceo-jpmorgan-chase/id1614211565?i=1000764228585&l=nb

In this special live episode, Nicolai Tangen sits down with Jamie Dimon, Chairman and CEO of JPMorgan Chase, at NBIM’s Investment Conference in Oslo.

With 20 years at the helm of one of the world’s leading financial institutions, Dimon shares first-hand insights into what it takes to build a winning corporate culture. The conversation spans everything from global markets to the biggest challenges ahead, including geopolitics and private credit to cybersecurity and AI.

This is an unique opportunity to hear one of the most influential voices in global finance reflect on leadership, resilience, and the forces shaping the global economy.

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 Karoline Woie.

• 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.

In this special live episode, Nicolai Tangen sits down with Jamie Dimon, Chairman and CEO of JPMorgan Chase, at NBIM’s Investment Conference in Oslo.

With 20 years at the helm of one of the world’s leading financial institutions, Dimon shares first-hand insights into what it takes to build a winning corporate culture. The conversation spans everything from global markets to the biggest challenges ahead, including geopolitics, private credit, cybersecurity and AI.

This is a unique opportunity to hear one of the most influential voices in global finance reflect on leadership, resilience, and the forces shaping the global economy. 

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 Karoline Woie.

• 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.

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/xiaomi-cfo-from-smartphones-to-evs-speed-to-market-and-ai/id1614211565?i=1000762993636&l=nb

In this episode of In Good Company, Nicolai Tangen speaks with Alain Lam, CFO of Xiaomi, about the company’s journey from a smartphone startup to a global technology leader spanning smart devices, electric vehicles, and AI.

Lam shares how Xiaomi’s focus on high-quality products at “honest prices” and its tightly integrated ecosystem have driven rapid growth and innovation. He explains the company’s move into electric vehicles—designing and launching its first car in under three years—and why Xiaomi sees EVs as the next generation of consumer electronics.

The conversation also looks ahead to AI-powered manufacturing, humanoid robotics, and a future where phones, homes, and cars are seamlessly connected. Along the way, Lam offers insights on leadership, company culture, and building lasting customer loyalty.

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 Oscar Hjelde.

• 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.

In this episode of In Good Company, Nicolai Tangen speaks with Alain Lam, CFO of Xiaomi, about the company’s journey from a smartphone startup to a global technology leader spanning smart devices, electric vehicles, and AI.

Lam shares how Xiaomi’s focus on high-quality products at “honest prices” and its tightly integrated ecosystem have driven rapid growth and innovation. He explains the company’s move into electric vehicles—designing and launching its first car in under three years—and why Xiaomi sees EVs as the next generation of consumer electronics.

The conversation also looks ahead to AI-powered manufacturing, humanoid robotics, and a future where phones, homes, and cars are seamlessly connected. Along the way, Lam offers insights on leadership, company culture, and building lasting customer loyalty.

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 Oscar Hjelde.

• 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.

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/hans-ulrich-obrist-what-business-can-learn-from-the/id1614211565?i=1000761441443&l=nb

What can business learn from the art world? In this episode of In Good Company, Nicolai Tangen sits down with legendary curator Hans Ulrich Obrist, Artistic Director of the Serpentine Galleries and a master of connecting ideas, people, and disciplines.

Obrist shares how creativity starts with listening, why serendipity often beats rigid planning, and how bringing together art, technology, and culture can create entirely new experiences. From lifelong conversations with artists to exploring AI and multi-sensory exhibitions, his approach is all about curiosity, collaboration, and long-term thinking. 

A sharp, inspiring conversation on creativity, innovation, and navigating uncertainty.

Many of the projects discussed in this episode can be explored further through Serpentine on Bloomberg Connects (available via the Bloomberg Connects app): https://www.bloombergconnects.org/

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.

What can business learn from the art world? In this episode of In Good Company, Nicolai Tangen sits down with legendary curator Hans Ulrich Obrist, Artistic Director of the Serpentine Galleries and a master of connecting ideas, people, and disciplines.

Obrist shares how creativity starts with listening, why serendipity often beats rigid planning, and how bringing together art, technology, and culture can create entirely new experiences. From lifelong conversations with artists to exploring AI and multi-sensory exhibitions, his approach is all about curiosity, collaboration, and long-term thinking. 

A sharp, inspiring conversation on creativity, innovation, and navigating uncertainty.

Many of the projects discussed in this episode can be explored further through Serpentine on Bloomberg Connects (available via the Bloomberg Connects app): https://www.bloombergconnects.org/

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.

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/prada-group-ceo-the-old-normal-of-luxury-the-bet/id1614211565?i=1000760166168&l=nb

In this episode of In Good Company, Nicolai Tangen sits down with Andrea Guerra, CEO of the Prada Group, in Milan to explore the art of building iconic luxury brands. They discuss why luxury must return to its «old normal» of exclusivity and experience, the extraordinary rise of Miu Miu as a rebellious yet inclusive brand, and how the acquisition of Versace opens a bold new chapter for the group. Andrea also shares his philosophy on resonant leadership, empowering people to express themselves and embracing debate to reach better decisions. With ambitions spanning generations, the Prada Group is playing the long game.

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 and Sebastian Langvik-Hansen. 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.

In this episode of In Good Company, Nicolai Tangen sits down with Andrea Guerra, CEO of the Prada Group, in Milan to explore the art of building iconic luxury brands. They discuss why luxury must return to its «old normal» of exclusivity and experience, the extraordinary rise of Miu Miu as a rebellious yet inclusive brand, and how the acquisition of Versace opens a bold new chapter for the group. Andrea also shares his philosophy on resonant leadership, empowering people to express themselves and embracing debate to reach better decisions. With ambitions spanning generations, the Prada Group is playing the long game.

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 and Sebastian Langvik-Hansen. 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.

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/fatih-birol-global-energy-under-pressure-europes-mistakes/id1614211565?i=1000758565524&l=nb

Is the world facing the greatest energy security threat in history? Nicolai Tangen sits down with Dr. Fatih Birol, Executive Director of the International Energy Agency (IEA), for a timely and urgent conversation about global energy. They discuss why the Middle East crisis surpasses all previous energy shocks combined, what the release of 400 million barrels of strategic reserves can and cannot achieve, and Europe’s three historic energy mistakes, from over-reliance on Russian gas to stepping back from nuclear power. Fatih also shares his conviction that the future of transportation is electric and why cheap electricity will determine who wins the AI race.

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 Tobias Hyldmo and David Høysæther.

• 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.

Is the world facing the greatest energy security threat in history? Nicolai Tangen sits down with Dr. Fatih Birol, Executive Director of the International Energy Agency (IEA), for a timely and urgent conversation about global energy. They discuss why the Middle East crisis surpasses all previous energy shocks combined, what the release of 400 million barrels of strategic reserves can and cannot achieve, and Europe’s three historic energy mistakes, from over-reliance on Russian gas to stepping back from nuclear power. Fatih also shares his conviction that the future of transportation is electric and why cheap electricity will determine who wins the AI race.

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 Tobias Hyldmo and David Høysæther.

• 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.

What’s the secret behind Norway’s unmatched Winter Olympics dominance? Nicolai Tangen sits down with Anne Marte Pensgaard — Professor of Sports Psychology at Olympiatoppen and a driving force behind Norway’s Olympic mental training — to unpack the mindset behind the medals. They explore the «Norwegian model» of youth sport, the science of focus and psychological safety, why early specialisation can do more harm than good, and how the principles of elite sport apply to building high-performing teams and organisations. Anne Marte also shares her belief that joy, community, and gratitude are non-negotiable ingredients for sustained success. 

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 and Sebastian Langvik-Hansen. Background research was conducted by Karoline Woie, Anders Meland and Bjørn Mannsverk.

• 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.

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/christine-lagarde-central-bank-independence-geopolitical/id1614211565?i=1000756916046&l=nb

Nicolai Tangen sits down with Christine Lagarde, President of the European Central Bank, for a wide-ranging conversation on the forces reshaping the global economy. They discuss geopolitical fragmentation, the impact of US policy shifts on Europe, energy vulnerability, the green transition, and the future of Europe’s social democratic model. Lagarde also reflects on the ECB’s mandate amid rising complexity and what it means to lead with clarity in uncertain times. 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 and Sebastian Langvik-Hansen. 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.

Nicolai Tangen sits down with Christine Lagarde, President of the European Central Bank, for a wide-ranging conversation on the forces reshaping the global economy. They discuss geopolitical fragmentation, the impact of US policy shifts on Europe, energy vulnerability, the green transition, and the future of Europe’s social democratic model. Lagarde also reflects on the ECB’s mandate amid rising complexity and what it means to lead with clarity in uncertain times. 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 and Sebastian Langvik-Hansen. 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.

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/coinbase-ceo-the-future-of-crypto-machine-to/id1614211565?i=1000755887684&l=nb

Are AI agents about to become the biggest users of crypto? Nicolai Tangen sits down with Brian Armstrong, co-founder and CEO of Coinbase — the largest crypto exchange in the US — to explore how digital assets are rewriting global finance. They discuss why stablecoins could grow 100x or even 1000x, how AI agents are already transacting on blockchain, and how Coinbase pushed back against crypto’s political headwinds. Brian also shares his bold bet that longevity escape velocity is within reach — and why a few hundred years of living might not be science fiction. 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 Tobias Hyldmo and David Høysæther.

• 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.

Are AI agents about to become the biggest users of crypto? Nicolai Tangen sits down with Brian Armstrong, co-founder and CEO of Coinbase — the largest crypto exchange in the US — to explore how digital assets are rewriting global finance. They discuss why stablecoins could grow 100x or even 1000x, how AI agents are already transacting on blockchain, and how Coinbase pushed back against crypto’s political headwinds. Brian also shares his bold bet that longevity escape velocity is within reach — and why a few hundred years of living might not be science fiction. 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 Tobias Hyldmo and David Høysæther.

• 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.

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/swiss-re-ceo-the-business-of-reinsurance-climate/id1614211565?i=1000754597591&l=nb

Who insures the insurers? In this episode, Nicolai Tangen talks with Andreas Berger, CEO of Swiss Re, about how reinsurance works and why it matters. They discuss natural disasters, climate risk, and why losses are rising as more people and assets move into high-risk areas. Berger explains how Swiss Re uses data and technology to understand risk, prevent damage, and decide what can — and cannot — be insured. They also touch on cyber risk, AI, leadership, and how to make decisions in an uncertain world.

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 Oscar Hjelde.

• 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.

Who insures the insurers? In this episode, Nicolai Tangen talks with Andreas Berger, CEO of Swiss Re, about how reinsurance works and why it matters. They discuss natural disasters, climate risk, and why losses are rising as more people and assets move into high-risk areas. Berger explains how Swiss Re uses data and technology to understand risk, prevent damage, and decide what can — and cannot — be insured. They also touch on cyber risk, AI, leadership, and how to make decisions in an uncertain world.

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 Oscar Hjelde.

• 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.

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/zalando-co-ceo-building-europes-fashion-giant-ai-in/id1614211565?i=1000752989347&l=nb

What does it take to build a European tech champion from scratch? Nicolai Tangen sits down with Robert Gentz, co-founder and co-CEO of Zalando, to trace the journey from selling flip-flops to building Europe’s leading online fashion platform with more than 60 million customers. Gentz shares how Zalando scaled at unprecedented speed, the flywheel behind its expansion across categories and countries, and how early customer learning shaped everything that followed. The conversation explores how data and AI are reshaping fashion—from sizing and personalization to logistics and returns—and why Gentz believes in a “European Dream” that keeps entrepreneurial talent and companies on the continent. A wide-ranging conversation on scale, leadership, and Europe’s future in tech. 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.

What does it take to build a European tech champion from scratch? Nicolai Tangen sits down with Robert Gentz, co-founder and co-CEO of Zalando, to trace the journey from selling flip-flops to building Europe’s leading online fashion platform with more than 60 million customers. Gentz shares how Zalando scaled at unprecedented speed, the flywheel behind its expansion across categories and countries, and how early customer learning shaped everything that followed. The conversation explores how data and AI are reshaping fashion—from sizing and personalization to logistics and returns—and why Gentz believes in a “European Dream” that keeps entrepreneurial talent and companies on the continent. A wide-ranging conversation on scale, leadership, and Europe’s future in tech. 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.

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/reid-hoffman-shaping-the-ai-era-investing-in/id1614211565?i=1000751322912&l=nb

What’s holding back AI adoption in large organizations? Nicolai Tangen speaks with Reid Hoffman, co-founder of LinkedIn, partner at Greylock, and board member at Microsoft. They explore why AI is the biggest tech revolution of our lifetime, how startups are deploying it effectively while large companies take a risk-first approach, and why Europe must get in the game rather than just regulate from the sidelines. Reid shares his contrarian investment philosophy that led to early bets on PayPal, Facebook, and Airbnb, and offers crucial advice: the next generation must become AI native. 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 Tobias Hyldmo and David Høysæther.

• 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.

What’s holding back AI adoption in large organizations? Nicolai Tangen speaks with Reid Hoffman, co-founder of LinkedIn, partner at Greylock, and board member at Microsoft. They explore why AI is the biggest tech revolution of our lifetime, how startups are deploying it effectively while large companies take a risk-first approach, and why Europe must get in the game rather than just regulate from the sidelines. Reid shares his contrarian investment philosophy that led to early bets on PayPal, Facebook, and Airbnb, and offers crucial advice: the next generation must become AI native. 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 Tobias Hyldmo and David Høysæther.

• 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.

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/givaudan-ceo-the-art-of-perfumery-creating-iconic/id1614211565?i=1000750254613&l=nb

What’s the secret behind the world’s most iconic scents and flavours? Nicolai Tangen travels to Switzerland to speak with Gilles Andrier, CEO of Givaudan, the global leader in fragrances and flavours. They explore the creative process behind developing perfumes for brands like Tom Ford, the impact of Givaudan’s legendary perfumery school on the fragrance industry, and the science of making food healthier without sacrificing taste. Gilles shares his leadership philosophy of balancing performance with humanity, and why experimentation matters more than career planning. Tune in for a journey into the world of taste and smell!

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.

What’s the secret behind the world’s most iconic scents and flavours? Nicolai Tangen travels to Switzerland to speak with Gilles Andrier, CEO of Givaudan, the global leader in fragrances and flavours. They explore the creative process behind developing perfumes for brands like Tom Ford, the impact of Givaudan’s legendary perfumery school on the fragrance industry, and the science of making food healthier without sacrificing taste. Gilles shares his leadership philosophy of balancing performance with humanity, and why experimentation matters more than career planning. Tune in for a journey into the world of taste and smell!

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.

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/mike-gitlin-inside-capital-groups-philosophy-ownership/id1614211565?i=1000749180724&l=nb

In this episode, Nicolai Tangen sits down with Mike Gitlin, President and CEO of Capital Group, one of the world’s largest investment managers. They discuss Capital Group’s distinctive investment model, its long-term philosophy, and the firm’s unique ownership structure that has shaped its success over nearly a century. Mike also shares his views on today’s market structure and what it means for long-term investors, as well as how AI is transforming the way Capital Group works. They explore culture, career longevity, incentives, and what it really takes to build a sustainable investment organization.

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.

In this episode, Nicolai Tangen sits down with Mike Gitlin, President and CEO of Capital Group, one of the world’s largest investment managers. They discuss Capital Group’s distinctive investment model, its long-term philosophy, and the firm’s unique ownership structure that has shaped its success over nearly a century. Mike also shares his views on today’s market structure and what it means for long-term investors, as well as how AI is transforming the way Capital Group works. They explore culture, career longevity, incentives, and what it really takes to build a sustainable investment organization.

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.

सच में बेहतरीन बिज़नेस को बाकी कंपनियों से अलग क्या बनाता है? हेज फंड SurgoCap Partners की founder माला गांवकर, Nicolai Tangen के साथ बात करती हैं कि ऐसी कंपनियों को कैसे पहचाना जाए जिनके पास मजबूत और टिकाऊ फायदे हैं। वे समझाती हैं कि कैसे पुरानी टेक्नोलॉजी नए तरीकों से बाज़ार में उथल-पुथल मचाती है, क्यों वे अपनी इन्वेस्टमेंट टीम को जानबूझकर छोटा रखती हैं, और कैसे डेटा साइंस सोच की गलतियों को कम करने में मदद करता है। माला अपने इन्वेस्टमेंट के खुले अनुभव शेयर करती हैं—जैसे Nokia को शॉर्ट करने की गलती और NVIDIA को बेचने के बाद दोबारा न देखने का पछतावा। वे अपने करियर को क्रिएटिव राइटिंग और ग्लोबल हेल्थ में समाजसेवा के साथ बैलेंस करने की बात भी करती हैं। $6 बिलियन assets के साथ, SurgoCap यह साबित करता है कि फोकस और जिज्ञासा ही नतीजे लाते हैं।

——

Mala Gaonkar – Founder of SurgoCap Partners 

What separates truly great businesses from the rest? Mala Gaonkar, founder of hedge fund SurgoCap Partners, joins Nicolai Tangen to discuss identifying companies with durable competitive advantages. They cover how old technologies disrupt in new ways, why she keeps her investment team deliberately small, and how data science helps reduce cognitive biases. Mala shares candid investment lessons including the pitfalls of shorting Nokia and not revisiting NVIDIA after selling. She also reflects on balancing her career with creative writing and philanthropic work in global health. With $6 billion in assets under management, SurgoCap proves that focus and curiosity drive results.

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

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/unicredit-ceo-the-future-of-european-banking/id1614211565?i=1000747964480&l=nb

What’s the biggest challenge facing European banking today? Andrea Orcel, CEO of UniCredit, joins Nicolai Tangen to discuss transformation, scale, and technology’s impact on banking. They explore Andrea’s strategic moves with Commerzbank and Banco BPM, how AI is transforming everything from consumer loans to credit analysis, and the emerging role of stablecoins in payments. Andrea shares his leadership philosophy rooted in grit and empowerment, revealing how he rebuilt a winning culture across 69,000 employees. Under his leadership, UniCredit’s transformation has generated outstanding returns for shareholders. 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 Isabelle Karlsson and Sigurd Brekke.

• 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.

What’s the biggest challenge facing European banking today? Andrea Orcel, CEO of UniCredit, joins Nicolai Tangen to discuss transformation, scale, and technology’s impact on banking. They explore Andrea’s strategic moves with Commerzbank and Banco BPM, how AI is transforming everything from consumer loans to credit analysis, and the emerging role of stablecoins in payments. Andrea shares his leadership philosophy rooted in grit and empowerment, revealing how he rebuilt a winning culture across 69,000 employees. Under his leadership, UniCredit’s transformation has generated outstanding returns for shareholders. 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 Isabelle Karlsson and Sigurd Brekke.

• 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.

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/standard-chartered-ceo-global-banking-geopolitical/id1614211565?i=1000746957764&l=nb

Nicolai Tangen sits down with Bill Winters, Group CEO of Standard Chartered, one of the world’s most globally distinctive banks. They discuss what it takes to rebuild a complex financial institution after crisis, the critical role of regulatory trust, and why Standard Chartered’s presence across Asia, Africa, and the Middle East positions it as a true «connector bank.» Bill shares his perspective on geopolitics, digital assets and blockchain technology, and AI’s transformative impact on banking. He also reflects on lessons from his career at JP Morgan, his leadership philosophy, organizational culture, and how curiosity and empathy drive long-term success. 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 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.

इस एपिसोड में, Nicolai Tangen की बातचीत अरिस्टा नेटवर्क्स की मशहूर CEO जयश्री उल्लाल से होती है। जयश्री समझाती हैं कि कैसे अरिस्टा आज के AI सिस्टम के लिए बड़े-बड़े नेटवर्क चलाता है, क्यों AI का ट्रैफिक पहले के सभी ट्रैफिक से बिल्कुल अलग है, और क्यों अब सबसे बड़ी रुकावट हार्डवेयर नहीं बल्कि बिजली की कमी है। वे अरिस्टा की कहानी बताती हैं—कैसे एक छोटी इंजीनियरिंग टीम जिसकी कमाई शून्य थी, दुनियाभर में लीडर बन गई, वो कल्चर जिसने कंपनी को सफल बनाया, और इलेक्ट्रिकल इंजीनियर से CEO बनने तक का उनका अपना सफर। यह एक खुली और गहरी बातचीत है जो लीडरशिप, नई सोच और AI की दुनिया में नेटवर्किंग के भविष्य के बारे में है।

——————

Jayshree Ullal – CEO of Arista Networks 

In this episode, Nicolai Tangen sits down with Jayshree Ullal, the influential CEO of Arista Networks. Jayshree explains how Arista powers the demanding networks behind today’s AI systems, why AI traffic is fundamentally different from anything that came before, and why power—not hardware—is now the biggest constraint. She reflects on Arista’s evolution from a small engineering team with zero revenue to a global leader, the culture that shaped its success, and her own path from electrical engineer to CEO. A candid and insightful conversation about leadership, innovation, and the future of networking in an AI-driven world.

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

Nicolai Tangen sits down with Bill Winters, Group CEO of Standard Chartered, one of the world’s most globally distinctive banks. They discuss what it takes to rebuild a complex financial institution after crisis, the critical role of regulatory trust, and why Standard Chartered’s presence across Asia, Africa, and the Middle East positions it as a true «connector bank.» Bill shares his perspective on geopolitics, digital assets and blockchain technology, and AI’s transformative impact on banking. He also reflects on lessons from his career at JP Morgan, his leadership philosophy, organizational culture, and how curiosity and empathy drive long-term success. 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 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.

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/mala-gaonkar-building-surgocap-identifying-great-businesses/id1614211565?i=1000745986776&l=nb

What separates truly great businesses from the rest? Mala Gaonkar, founder of hedge fund SurgoCap Partners, joins Nicolai Tangen to discuss identifying companies with durable competitive advantages. They cover how old technologies disrupt in new ways, why she keeps her investment team deliberately small, and how data science helps reduce cognitive biases. Mala shares candid investment lessons including the pitfalls of shorting Nokia and not revisiting NVIDIA after selling. She also reflects on balancing her career with creative writing and philanthropic work in global health. With $6 billion in assets under management, SurgoCap proves that focus and curiosity drive results.

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 Høysæther.

• 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

Disclaimers: The information contained in this episode is for educational and informational purposes only and does not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities or related financial instruments.

The specific investment examples discussed during this podcast are included for illustrative purposes to indicate Mala Gaonkar’s investment process and strategy and the types of companies that Mala believes are representative of a particular theme. It should not be assumed that any investment discussed herein has been or will be profitable, or that recommendations made in the future will be profitable or will equal the investment performance of the specific investment examples discussed herein. There is no guarantee that companies mentioned in this podcast are those in which Surgo invests in or will be included in any Surgo portfolio in the future.

The trends and conclusions presented in this podcast reflect the opinions of Mala, based on her own analysis. As such, the opinions and conclusions expressed should not be viewed as definite or exhaustive, and other interpretations or outcomes are possible based on different perspectives or more comprehensive, or different, data.

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