Roche CEO: Future of cancer treatment, AI in Medicine and Trial Challenges What’s next for cancer treatment and personalized medicine? How is AI reshaping the future of drug discovery? And can Europe keep pace with China’s rapid rise in health care innovation? In this episode, Nicolai welcomes Thomas Schinecker, CEO of Roche, one of the world’s largest health care companies. They discuss Roche’s leadership in cancer treatment, breakthroughs in diagnostics, and the impact of cutting-edge...

What’s next for cancer treatment and personalized medicine? How is AI reshaping the future of drug discovery? And can Europe keep pace with China’s rapid rise in health care innovation? In this episode, Nicolai welcomes Thomas Schinecker, CEO of Roche, one of the world’s largest health care companies. They discuss Roche’s leadership in cancer treatment, breakthroughs in diagnostics, and the impact of cutting-edge R&D in areas like precision medicine and AI. Schinecker also shares his...

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/apollo-ceo-private-markets-investment-alpha-and-risk/id1614211565?i=1000676757534&l=nb   What does it take to stay resilient in a fast-changing financial world? How are private markets transforming the way we invest? And how does Apollo approach risk? Nicolai Tangen meets with Marc Rowan, CEO and co-founder of Apollo Global...

What does it take to stay resilient in a fast-changing financial world? How are private markets transforming the way we invest? And how does Apollo approach risk? Nicolai Tangen meets with Marc Rowan, CEO and co-founder of Apollo Global Management, to discuss the rapidly evolving world of finance and explore what it takes to stay ahead in an industry full of risks. In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and...

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/stan-druckenmiller-inside-the-mind-of-a-legendary-investor/id1614211565?i=1000675883446   This week, Nicolai Tangen visits Stan Druckenmiller in New York — one of the most renowned investors of our time, known for his insights into macroeconomics and markets. In this conversation, Druckenmiller shares his approach to major trades,...

This week, Nicolai Tangen visits Stan Druckenmiller in New York — one of the most renowned investors of our time, known for his insights into macroeconomics and markets. In this conversation, Druckenmiller shares his approach to major trades, like his groundbreaking bet against the British pound, and offers a unique perspective on today’s market, discussing inflation risks, AI’s potential in investing, and what keeps him ahead of the curve. The investor shares his reflections on the Fed’s...

This is a special 10-minute version of the podcast for those in a hurry.Here you can listen to the full episode: (APPLE LINK)In this episode, Nicolai sits down with Peter Harrison, CEO of Schroders, one of Europe’s largest asset managers with nearly 200 years of history. Peter shares insights on navigating a rapidly evolving investment landscape, from the shift toward private markets to the impact of AI and technology on asset management. He also dives into the challenges of the UK market,...

In this episode, Nicolai sits down with Peter Harrison, CEO of Schroders, one of Europe’s largest asset managers with nearly 200 years of history. Peter shares insights on navigating a rapidly evolving investment landscape, from the shift toward private markets to the impact of AI and technology on asset management. He also dives into the challenges of the UK market, reflecting on how changing regulations and global competition have reshaped the industry. Tune in for Peter’s thoughts on...

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/vinod-khosla-future-trends-and-the-power-of-the-improbable/id1614211565?i=1000674090066 Why is the improbable so important? Will robots replace human labor? And how will AI change the science of medicine? In this episode of In Good Company, Nicolai sits down with one of the most successful entrepreneurs and venture capital investors of...

Why is the improbable so important? Will robots replace human labor? And how will AI change the science of medicine? In this episode of In Good Company, Nicolai sits down with one of the most successful entrepreneurs and venture capital investors of all time, Vinod Khosla. Co-founder of Sun Microsystems and founder of Khosla Ventures, Vinod shares his thoughts on investing in transformative technologies, the importance of taking bold risks, and the power of focusing on what seems improbable....

We've curated a special 10-minute version for those of you who don't have time for a full episode.   Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/jens-stoltenberg-navigating-global-security-crisis/id1614211565?i=1000673245689&l=nb   In this episode, we are honored to welcome Jens Stoltenberg, who recently concluded his tenure after ten years as Secretary General of NATO. He has had a long, impactful career within Norwegian politics, including serving as...

In this episode, we are honored to welcome Jens Stoltenberg, who recently concluded his tenure after ten years as Secretary General of NATO. He has had a long, impactful career within Norwegian politics, including serving as Prime Minister for a total of nine years. Jens shares his unique insights on global security challenges, the importance of strong alliances, and the evolving geopolitical landscape. From discussing the ongoing conflict in Ukraine to reflecting on how the world has shifted...

In this episode, Nicolai Tangen is joined by Tufan Erginbilgic, the CEO of Rolls-Royce, to discuss the transformation journey of this iconic company. With over 20 years at BP, where he led the downstream business to double underlying earnings and triple returns, Tufan brings a wealth of experience in driving change in complex organizations. Since taking the helm at Rolls-Royce in the beginning of 2023, he has launched a bold transformation strategy focused on long-term progress, breaking away...

What is the key to sustaining a 175-year legacy in business? How do you adapt to dramatic technological changes over generations? In this episode, Nicolai sits down with Marcus Wallenberg, Chair of SEB and Vice Chair of Investor AB, to delve into the remarkable history and enduring influence of the Wallenberg family. Since 1850, the Wallenberg dynasty has played a pivotal role in shaping Swedish industry, with stakes in global giants like Ericsson, Atlas Copco, and Electrolux. Marcus shares...

This week, Nicolai is joined by Margrethe Vestager, Europe’s leading enforcer of competition laws and the driving force behind high-profile cases against tech giants like Apple, Google and Meta. As European Commissioner for Competition, Vestager shares how her work shapes the digital economy, from ensuring fair competition to regulating the use of AI and digital services. She dives into the challenges of regulating Big Tech without stifling innovation and Europe’s need for strategic...

In this episode, Nicolai is joined by Robin Zeng , founder and CEO of CATL, the world's largest battery producer. The company has a staggering 37.5% market share, and CATL has revolutionised the battery industry, powering millions of electric vehicles and contributing significantly to renewable energy storage. But how does a Chinese company view differences between their home market, the US and Europe? Tune in learn more from Robin about the importance of understanding consumer needs, the...

In this episode, Nicolai Tangen is joined by Ed Catmull, co-founder and former president of Pixar, and author of the highly acclaimed book "Creativity, Inc." Pixar has set the gold standard in animation with groundbreaking films like Toy Story, Finding Nemo, and The Incredibles, earning 27 Academy Awards. Ed delves into his journey from a technical expert to a cultural leader, sharing his philosophy on creativity, leadership, and the unique culture at Pixar. Discover the secrets behind...

In this episode, Nicolai is joined by Georgi Ganev, CEO, and James Anderson, Chair, of the Swedish investment company Kinnevik. Founded in 1936, Kinnevik has a rich history of driving growth and innovation across various industries, such as telecommunications, e-commerce, and healthcare. Tune in to this engaging discussion to learn more about Kinnevik's approach to long-term investments, their perspective on public versus private companies, and the challenges they are facing in the current...

How do cultural differences influence the way we interact and communicate? What defines an ideal organizational culture? And what influence have the Vikings had on Scandinavian corporate culture? In this episode, Nicolai welcomes Erin Meyer, a leading specialist in cross-cultural management and author of "The Culture Map." Erin shares fascinating insights into communication, the importance of understanding cultural nuances in feedback, and the varying ways trust is built across cultures. This...

The Californian energy company Pacific Gas & Electric Company (PG&E) serves millions of customers across the state. However, massive wildfires left the company in bits and pieces. A new CEO was appointed, Patricia Kessler Poppe, and she’s built the company up from bankruptcy to having millions of customers, with special emphasis on leading with love. But how well does that work in corporate America? Tune in!   In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment...

When you are a travel company, how do you deal with a global pandemic? Trip.com CEO Jane Sun joins Nicolai Tangen in Oslo and share their most memorable trips and experiences. They also talk about corporate culture, AI in customer service, the travel industry and career building. Sun shares her view on female leadership, and gender equality in the workplace.   So how do you sell out around the world tickets for 200.000 US Dollars each, in 17 seconds? You have to tune in to find out!   In Good...

How can strategic thinking in chess be applied to investing? In this episode Magnus Carlsen and Nicolai Tangen discuss the comparison between business investing and chess. They also talk about risk, how to recover after losses, AI in chess, strategizing against different opponents and how to always explore and stay curious. Magnus also reflects on self-doubt and the power of optimism in achieving success. Don’t miss this engaging episode with the world's greatest chess player. Tune in! In...

Rerun: “I'm very concerned that European citizens will have lack of access or much lower access to some of the new medicines” says CEO of Novo Nordisk. He also share some interesting perspectives about the importance of purpose and their new weight loss drug. The production team on this episode were PLAN-B’s Niklas Figenschau Johansen and Nikolai Ovenberg. Background research was done by Sigurd Brekke with input from portfolio manager Gemma Game. Watch the episode on YouTube: Norges Bank...

Rerun: James Gorman, one of the most successful CEOs in the world of banking, is stepping down as CEO and shares unique insights into the world of banking, investing, and leadership. He also shares how he reviews talent, and the immense stress and pressure that come with a job like his.  The production team on this episode were PLAN-B's Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with input from portfolio manager Frederik Thomasen and Philip...