In Good Company with Nicolai Tangen

Hosted by Norges Bank Investment Management

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297

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Oct 2026

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About the show

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See acast.com/privacy for more information.

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60 recent

October 30, 20269 min

Friday Wrap-Up: Inside Active Strategies and Learning from Bill Ackman

On this week’s Friday Wrap-Up, Nicolai Tangen is joined by Daniel Balthasar, Co-Chief Investment Officer of Active Strategies at NBIM, for a closer look at the fund’s active side. Following this week’s podcast episode with Bill Ackman, they discuss the investment that made Daniel admire Ackman, whether NBIM is an index fund, and what the fund can learn from the best investors. Daniel also explains why challenging your own investment thesis can be so hard, and how he stays focused in a tougher year for active management. Tune in! Listen to In Good Company with Bill Ackman, CEO of Pershing Square: https://podcasts.apple.com/no/podcast/bill-ackman-concentrated-investing-permanent-capital/id1614211565?i=1000798461455 This Friday Wrap-Up is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management, together with Daniel Balthasar, Co-Chief Investment Officer of Active Strategies. New episodes of In Good Company air every Wednesday, with the Friday Wrap-Up following each week to break it all down. Hosted on Acast. See acast.com/privacy for more information.

October 28, 202653 min

Bill Ackman: Concentrated Investing, Permanent Capital, and the Value of Being Challenged

Bill Ackman has become one of the best-known names in investing by doing something unusual: running a concentrated portfolio of very few companies, with a long-term view. Speaking with Nicolai Tangen, the founder and CEO of Pershing Square explains what makes a business truly great, how Warren Buffett’s example shaped his approach to long-term capital, and why he no longer has to break down doors as an activist. They discuss how AI is changing markets and why Bill is so active on social media, where he finds fresh ideas and hears views that differ from his own. Bill also opens up about the family tragedy that struck earlier this year, and what it has led him to focus on. Tune in for a conversation about big bets, open minds, and what matters most! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes every Wednesday, and don't miss our weekly wrap-up on Friday’s. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen. 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.

October 23, 202610 min

Friday Wrap-Up: Lessons from Google’s Former CEO and Europe’s AI Regulation Problem

This week’s Friday Wrap-Up looks back at Nicolai Tangen’s podcast conversation with Eric 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 model where a new AI model takes about six months to build and may be out of date within months. They also cover why Nicolai believes over-regulating AI could hold Europe back, and why companies need to change their culture much faster than before. They also look at the gender gap in AI use at the fund, and Nicolai also shares how he prepares for his podcast conversations. Finally, he gives a preview of his upcoming guests in New York. Tune in and find out! Listen to In Good Company with Eric Schmidt: https://www.nbim.no/no/nyheter-og- innsikt/podkast-in-good-company/2026/eric-schmidt-the-age-of-agents- superintelligence-and-why-europe-is-falling-behind/ The Friday Wrap-Up is hosted by Marthe Skaar, Chief of Communications and External Relations, together with Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes of In Good Company air every Wednesday, with the Friday Wrap-Up following each week to break it all down. The production team for this episode includes Halvor Pritzlaff Njerve, Isabelle Karlsson, Line Aaltvedt and PLAN-B’s Niklas Figenschau Johansen. Hosted on Acast. See acast.com/privacy for more information.

October 21, 202643 min

Eric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind

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 speaks about failure, the myth of the founder, and why he can never switch off. Tune in! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes every Wednesday, and don't miss our weekly wrap-up on Friday’s. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen and Håkon Klemsdal. Background research was conducted by Isabelle Karlsson and Marius Dale. 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.

October 16, 202613 min

Friday Wrap-Up: Online Dating and the Portfolio Manager Debrief

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 NBIM holds regular portfolio manager debriefs, and why sticking to a consistent methodology matters. Nicolai also shares what is on his agenda for the weekend. Tune in! Listen to In Good Company with Spencer Rascoff, CEO of Match Group: https://podcasts.apple.com/no/podcast/john-armitage-how-he-invests-building-egerton-and/id1614211565?i=1000793578407 The Friday Wrap-Up is hosted by Marthe Skaar, Chief of Communications and External Relations, together with Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes of In Good Company air every Wednesday, with the Friday Wrap-Up following each week to break it all down. Hosted on Acast. See acast.com/privacy for more information.

October 14, 202644 min

Match Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic

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 has become such a big part of the story. Along the way, he shares what he's learned about building companies, and why Norway caught his attention. Tune in, this one's good fun! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes every Wednesday, and don't miss our weekly wrap-up on Friday’s. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen and Håkon Klemsdal. 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.

October 9, 202612 min

Friday Wrap-Up: Lessons from a Former Boss and the Decline of Shareholder Rights

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 the decline of shareholder rights, and why Nicolai says it matters for long-term investors like NBIM. Nicolai also opens up about why he thinks we should all say thank you more often, and the morning ritual he follows to stay grateful. Tune in! Listen to In Good Company with John Armitage, co-founder and chief investment officer of Egerton Capital: https://podcasts.apple.com/no/podcast/john-armitage-how-he-invests-building-egerton-and/id1614211565?i=1000793578407 The Friday Wrap-Up is hosted by Marthe Skaar, Chief of Communications and External Relations, together with Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes of In Good Company air every Wednesday, with the Friday Wrap-Up following each week to break it all down. Hosted on Acast. See acast.com/privacy for more information.

October 7, 202654 min

John Armitage: How He Invests, Building Egerton, and What Worries Him About AI

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 slowly. John also talks about 30 years at the same firm, and why AI should help you think rather than think for you. Tune in! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes every Wednesday, and don't miss our weekly wrap-up on Friday’s. The production team for this episode includes Isabelle Karlsson and Halvor Njerve and PLAN-B's Niklas Figenschau Johansen and Håkon Klemsdal. Background research was conducted by Simran Sahajpal. 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.

October 2, 202612 min

Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading

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 risk in the fund and the markets. Nicolai also talks about why he reads constantly, and a book he thinks everyone should pick up. Tune in! Listen to In Good Company with Dr. Kai Yu, founder and CEO of Horizon Robotics: https://podcasts.apple.com/no/podcast/horizon-robotics-ceo-car-chips-mind-off-driving-and/id1614211565?i=1000792303820 The Friday Wrap-Up is hosted by Marthe Skaar, Chief of Communications and External Relations, together with Nicolai Tangen, CEO of Norges Bank Investment Management, and produced by Isabelle Karlsson. New episodes of In Good Company air every Wednesday, with the Friday Wrap-Up following each week to break it all down. Hosted on Acast. See acast.com/privacy for more information.

September 30, 202647 min

Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed

Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed Who 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 580 new models in six months, and the road to hands-off driving by 2028 and fully mind-off cars by 2035. Kai Yu also shares his Zen philosophy of focus and why he believes robots will hand freedom back to humans. Tune in! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes every Wednesday, and don't miss our weekly wrap-up on Friday’s. The production team for this episode includes Isabelle Karlsson and PLAN-B's Guttorm Andreasen and Håkon Klemsdal. Background research was conducted by Simran Sahajpal. 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.