Rerun: What’s the most important problems that AI can solve? How close are we to artificial general intelligence? And how can we use AI responsibly? Tune in and find out!   The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with additional input from our portfolio manager Richard Green. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The...

In this episode of In Good Company, Nicolai welcomes David Epstein, author of the book Range, which challenges conventional wisdom and illustrates why generalists often thrive in a specialized world. David shares his insights on the advantages of being a generalist, the importance of a sampling period, how embracing diversity and unconventional thinking can help teams and organizations innovate and stay ahead, and much more. Tune in to discover how being a generalist can benefit your personal...

How much bigger and more powerful will the next AI models be? Anthropic’s CEO, Dario Amodei, joins Nicolai in Oslo to discuss the latest advancements in AI, the economic impact of this technology, and the importance of responsible scaling. Dario also shares his excitement about the upcoming models and his thoughts on who will profit the most from AI in the future. Don’t miss this enlightening conversation about the cutting-edge developments in AI. Tune in! In Good Company is hosted by Nicolai...

In this episode, Nicolai sits down with John Elkann, CEO of Exor, to discuss the history of the holding company, the importance of family ownership, and the focus on long-term value creation. Exor, controlled by the Agnelli family, has companies like Ferrari, Stellantis, Philips, and the Italian football club Juventus in its portfolio. Altogether, we own shares worth 34 billion Norwegian kroner in the fund. Tune in for an inspiring conversation on leadership, legacy, and the art of building...

How can you judge the quality of a decision? Howard Marks is the co-founder of Oaktree Capital and one of the world's most respected investors. In this episode he tells us about how he got started in finance, his investment philosophy, his thoughts on risk management and much more. Tune in for an insightful conversation with one of the greatest minds in the world of finance. In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episode out every...

How can setting unreasonable expectations lead to innovation and success? In this episode, Shantanu Narayen, the CEO of Adobe, shares how early mentorship experiences shaped his approach to leadership. Nicolai and Shantanu also discuss the impact of AI on creativity, the founders' lasting influence on Adobe's culture, Shantanu's upbringing in India, the importance of education and how he never takes no for an answer. Tune in! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank...

What is deep work, and why is it important? Cal Newport is known for his work on productivity and focus, and in this episode, he shares his best advise on how to eliminate distractions and getting things done. Cal and Nicolai also discuss the myths of multitasking, whether four-day work weeks are beneficial and the importance of respecting your attention. Tune in and focus on the valuable insights from computer science professor and best-selling author Cal Newport! The production team for...

Why does the Swedish company Atlas Copco produce some of the best CEOs in the world? After 7 years in charge, Mats Rahmström has now stepped down as CEO. In this episode, he talks to Nicolai about excellent leadership, the unique corporate culture at Atlas Copco, his biggest mistake, high expectations for employees and how to maintain speed in the organization. Tune in! The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was...

Join us for an exciting drive with Oliver Blume, the CEO of Porsche & Volkswagen! Oliver talks about his love of cars, the magic of the Porsche 911, Chinese competition in the EV market and how he splits his time leading two companies. When Porsche got listed in 2022, we were a cornerstone investor, and today we own over 1% of Porsche and Volkswagen. We are in the race together, so let us go for a ride. The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau...

What is trust, and why is it so easy to tear down? In this episode, world leading expert on trust, Rachel Botsman, addresses the challenges of building and maintaining trust. Nicolai and Rachel explore the key moments that foster trust and the essential elements of building strong, enduring relationships in today's digital world. The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was conducted by Kristian Haga. Watch the...

Since founding Citadel in 1990, Ken Griffin has become one of the most successful investors of all time. In this episode, Ken shares his journey from starting Citadel after university, to leading the world's most successful hedge fund. He also shares valuable advice on politics and maintaining resilience in a volatile economic landscape. The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was conducted by Kristian Haga and Erik...

Marc Andreessen, a pioneering Silicon Valley entrepreneur and co-founder of the influential venture capital firm Andreessen Horowitz, talks to Nicolai Tangen at our annual investment conference. In this engaging conversation, he shares insights on how to make money in today's economy, the global AI race, the competitiveness between Europe and the US, and much more. The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was...

Wael Sawan is a Lebanese Canadian business executive who became CEO of Shell in 2023. He shares unique insights into navigating the complex landscape of energy transition, aiming for sustainability while meeting global energy demands. In this episode, Wael also shares his personal story and advice to young people. The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was conducted by Kristian Haga and Isabelle Karlsson, with input...

In this bonus episode, Sal talks about how he revolutionized global education with his innovative approach to learning. His videos have educated millions across the globe. Sal also shares his journey from hedge funds to educational philanthropy and discusses the transformative power of AI in education. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research were done by Sigurd Brekke and Isabelle Karlsson. Watch the episode on...

This was a Live recording on X Spaces with Elon Musk. Tune in for his unique insight into the future of AI, space exploration, Mars, free speech and much more. You don’t want to miss this one! The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research were done by Sigurd Brekke and Isabelle Karlsson with input from portfolio manager Doug Shell, Arnab Seal and Trym Torvund. Links: Watch the episode on YouTube: Norges Bank Investment...

Joe Tsai is chair and co-founder of Alibaba, one of the world’s largest companies with over a billion consumers. Joe shares unique insight in the Chinese economy and consumer, how he met Jack Ma, and how far behind China is from the US when it comes to AI development. Joe is also a huge sports fan and owns the NBA basketball team Brooklyn Nets. We own almost 2% of the company, and it's one of our largest holdings in Asia. So, a lot to talk about, tune in! Links: Watch the episode on YouTube:...

Tony Xu founded this company as a student and has since transformed it into a global leader in food delivery. Tony shares unique insights into how he made DoorDash a success, his vision for the future of delivery, the war on bits and atoms, and how to organize the physical world. Join us as we explore the world of DoorDash with the very impressive CEO. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke,...

 Today’s guests; Patrick Doyle and Josh Kobza, the Executive Chair and CEO of Restaurant Brands International, one of the world’s largest fast-food companies. They own Burger King, Tim Hortons, Firehouse, and Popeyes. In other words, they sell billions of Burgers, Coffees, Chickens and Sandwiches every year. They discuss trends in the industry, how they work together, the link between trust and speed, and much more. The production team on this episode were PLAN-B's Pål Huuse and Niklas...

Satya Nadella shares his unique insight into AI, chip shortage, the importance of empathy and effective leadership. We are invested in over 8000 companies, but Microsoft is our number one holding. It's fascinating to think that each Norwegian has an average investment of over 6,000 US Dollars in this company. And under Satya’s leadership, Microsoft’s stock has increased 10 times. Stay with us to uncover the secrets behind this remarkable journey. Tune in! The production team on this episode...

Sergio Ermotti's returned as CEO with the bank's historical acquisition of their main rival Credit Suisse, a landmark event in global finance. Sergio shares why he wanted to come back to UBS, his biggest challenges as new CEO, and why Credit Suisse failed. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke, with input from portfolio manager Philip Pearce, and Mikael Modum Bilet. Links: Watch the episode on...

Peter Carlsson is steering the Swedish battery developer and manufacturer towards sustainable battery production. Northvolt is constructing one of Europe's largest battery factories, in a very competitive landscape with strong competition from China. Check out Peter’s visionary and bold approach, what we learned from his time at Tesla with Elon Musk and much more. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd...

Founded in 1801, LSEG has been at the forefront of financial markets for centuries, surviving world wars. Now it’s a global financial powerhouse. David Schwimmer, their CEO, is a New Yorker with a rich academic background from Yale, Harvard, and a 20-year tenure at Goldman Sachs from Moscow to London. Join us for an insightful conversation with David on navigating LSEG through the complexities of modern financial markets and shaping the future of global finance. The production team on this...

In the face of tough decisions, we’re terrible quitters. And that is significantly holding us back. In this episode, Annie Duke blends her experience at the poker table with her academic background, offering unique insights into the human psyche, decision-making and quitting. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke. Links:   NBIM website: The fund | Norges Bank Investment Management...

In this episode, we delve into the world of pest control with Andy Ransom, CEO of Rentokil. Andy has steered Rentokil to become a global leader in pest control. We'll explore how climate change is reshaping pest control across the world and the unique challenges facing the industry. Plus, don't miss Andy sharing his craziest pest control story. Join us for an insightful discussion that goes beyond just bugs and rats. The production team on this episode were PLAN-B's Pål Huuse and Niklas...

Dominos was founded in 1960 by two brothers. Now they are the largest pizza company in the world, serving over 1 million people daily across 20,000 locations globally. Their CEO Russell Weiner talk about what makes a good pizza, their unique marketing campaigns, new delivery trends, and can you have pineapple on a pizza? The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with input from portfolio manager...