In Good Company with Nicolai Tangen

Adam Selipsky the CEO of AWS is leading the world's largest cloud provider. He shares his vision for the future of AWS, how he plans to foster a culture of innovation and customer obsession. He also reveals how he applies the famous "two pizza rule" and the unique meeting culture in Amazon. 

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 Doug Shell and Regina Jarstein and Håkon Brynildsen.  

Links: 

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 Check out our episode on YouTube: Norges Bank Investment Management - YouTube 

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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 Pearce.  

Links: 

NBIM website: 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 Check out our episode on YouTube: Norges Bank Investment Management - YouTube 

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Christopher Nassetta became the CEO of Hilton in 2007, at a time when the company was acquired by the private equity firm Blackstone. He navigated through challenges such as the impact of the recession, the rise of online travel agencies, and the emergence of new competitors. Through his successful restructuring of the company, launching new brands, and expanding into new markets, Hilton has become one of the world's largest and most valuable hotel companies. However, this raises questions about current trends: Are people using hotels as much post-COVID as they did before? And how is Hilton adapting to new competition like Airbnb? 

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 Stephanie Werner Vardheim 

Links: 

NBIM website: 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 Check out our episode on YouTube: Norges Bank Investment Management - YouTube 

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Deutsche Telekom is the largest telecommunication provider in Europe. Tim Höttges has been a successful CEO since 2014. Tim is a very curious and outspoken leader about the challenges and opportunities for the telecom sector, so tune in!  

We own over 2% of Deutsche Telekom. This translates to 21 billion kroner or 2.1 billion US dollars, and we have been invested in Deutsche Telekom for over 25 years.   

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 Stephanie Werner Vardheim. 

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Kenichiro Yoshida Sony Group Chair and CEO provide unique insight into one of the worlds most creative companies. He has been the CEO since 2018 and been really successful! How does he foster innovation, what innovations can we expect to see in gaming, music and entertainment? Tune in! 

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 Doug Shell. 

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When did ''good enough'' become the same as ''perfect''? Why does society increasingly promote ideals that are hard to achieve? And what does perfectionism mean?

Thomas Curran is a Professor at the London School of Economics. He is the world-leading expert on perfectionism. In 2023 he published his debut book, ?The Perfection Trap.? We will discuss his interesting book and much more!

The production team on this episode were PLAN-B?s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke. 

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Iberdrola is at the forefront of the renewable energy revolution. Galán has led the company for over twenty years and has transformed the company into a global leader. Why is this transition going so slowly, what new technologies does he believe in, and where does he get his energy from? Tune in!

The production team on this episode were PLAN-B?s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke and portfolio manager Stein Birkeland.

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Ajay joins to shed light on pressing issues, innovative solutions, and the trajectory of our global economy. Is it possible to achieve a liveable planet free of poverty? Tune in! The production team on this episode were PLAN-B?s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke.

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Ana is one of the most powerful people in global finance. She runs one of the world?s largest banks with over 160 million customers and over 200 000 employees. Ana shares unique insight into the future of banking, how to create a global culture and answer the question of do we still need the banks?

The production team on this episode were PLAN-B?s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke and portfolio manager Pablo De Castro

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The Norwegian Bjørn Gulden share unique insight into how it was to leave Puma for the main competitor Adidas. He also explains his plan to rebuild adidas, the relationship with Kanye West and why he makes quick decisions.

The production team on this episode were PLAN-B?s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke and portfolio manager John Santo Domingo.

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How does Sam envision a world where humans and AI coexist? How far into the future can he see, and when will AI completely change the way we live? Sam Altman, Founder and CEO of OpenAI, provides unique insights into how AI will impact the world going forward.

Sam?s book recommendation: The Beginning of Infinity by David Deutsch

The production team on this episode were PLAN-B?s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke.

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How can you be generous without being taken advantage of? Why is it so difficult to change your mind? And what will the future of work look like?

Adam Grant, arguably the world's most influential management thinker, joins us to discuss these questions and more.

The production team on this episode were PLAN-B?s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke.

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How should we regulate AI? How will AI impact the power balance between the US and China? And how does Microsoft navigate this complex landscape?

In this episode, Brad Smith Vice Chair and President of Microsoft, shares his unique insights on these questions and more. We are also joined by Ulf Sverdrup, the leader of the Norwegian Institute of International Affairs, who will be offering his commentary. Ulf is a world-leading expert in international politics, making him the perfect guest for a discussion on the intersection of AI and geopolitics. We will be releasing this episode in collaboration with NUPI PODCAST: The world stage | NUPI

This episode was produced by PLAN-B?s Nikolai Ovenberg and Niklas Figenschaug Johansen. Background research was conducted by Sigurd Brekke, with input from portfolio manager Richard Green.

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What?s the secret to McDonald's success globally? How do they use AI in their business? And why are McDonald's fries so good? Tune in and find out!

The production team on this episode were PLAN-B?s Nikolai Ovenberg and Niklas Figenschaug Johansen. Background research were done by Sigurd Brekke and Shilpi Nanda with input from portfolio manager Irene Jensen.

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François Jackow CEO of Air Liquide

How do you make billions of dollars out of air? Air Liquide is a French multinational company that sell industrial gases across the world. No industry will work well without gases. Tune in and learn more!

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 Arnab Seal.

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A thought-provoking conversation with the CEO of an industry giant, the powerhouse behind global energy for over a century, ExxonMobil. This is an important conversation you don?t want to miss.

 

The production team on this episode were PLAN-B?s Nikolai Ovenberg and Niklas Figenschau. Background research was done by Sigurd Brekke and Shilpi Nanda with input from portfolio manager Ståle Lægreid.

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What?s the secret to Coca-Cola?s success? And what?s in the secret recipe? 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 input from portfolio manager John Santo Domingo.

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How will drones and AI impact the logistics industry? And how does Carol Tomé manage 500 000 people?

UPS delivers 21 million packages each day to over 220 countries around the world, equivalent to 2% of world GDP. You don?t want to miss this one.

 

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 Venetia Baden-Powell.

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Have we reached peak inflation? Is there more economic turmoil to come? And how did he end up in a bar fight in Trinidad? 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 input from portfolio manager Mikael Modum Bilet

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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.  

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What?s the future of transportation? How will Uber adapt to autonomous vehicles? And what is their CEO?s Uber rating? 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 John Santo Domingo.

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?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.

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In this episode, Nicolai Tangen talks to Patrick Pouyanné Chairman and CEO at TotalEnergies, one of the largest energy companies in the world. Nicolai and Patrick discuss net zero, challenges and opportunities in the energy transition and Patrick share some fascinating insight of his past meetings with Vladimir Putin before the invasion.

Unfortunately, we experienced some technical issues during the recording of this episode, which resulted in poor quality of sound. For those that find it hard to follow what is being said, please find a transcript of the entire episode her; Transcript

 

The production team on this episode was PLAN-B?s Niklas Figenschau Johansen and Martin Oftedal. Background research was done by Sigurd Brekke with additional input from Ståle Lægreid.

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In this episode, Nicolai Tangen talks to Jean-Pascal Tricoire, CEO and Chairman of Schneider Electric, the world?s largest maker of electrical equipment. The group born out of the industrial revolution is now undergoing a 15-year transformation to a sustainable and digital age. Nicolai and Jean-Pascal discuss this transformation along with geopolitical challenges, doing business in China and India and new trends in digitization and decarbonization.

 

The production team on this episode were PLAN-B?s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research were done by Sigurd Brekke with input from portfolio manager Martin Prozesky.

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What will come after AI? Is net zero in 2050 a realistic goal? And what does Bill Gates read? We will cover all this and much more in this special bonus episode! The production team on this episode were PLAN-B?s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke.

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In this episode, Nicolai Tangen talks to Nandan Nilekani Co-founder and Chairman of Infosys, one of the world?s largest IT companies with more than 300 000 employees. Nandan has had an amazing career both at Infosys and for the Indian government where he led the biggest social project on the planet.

The production team on this episode was PLAN-B?s Niklas Figenschaug Johansen and Martin Oftedal. Background research were done by Sigurd Brekke with additional input from Doug Shell.

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In this episode, Nicolai Tangen talks to Henry Fernandez, CEO of MSCI, one of the largest index providers in the world. Nicolai and Henry discuss the power of index providers, and do they have too much influence? ESG investing and the current backlash in the US, will it remain? And Henry share many interesting personal stories about his upbringing and relationship with his father.

The production team on this episode were PLAN-B?s Martin Oftedal. Background research were done by Sigurd Brekke with additional input from Truls Oppedal.

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In this episode, Nicolai Tangen talks to Larry Fink, CEO and Chairman of BlackRock, the largest fund in the world. Check out the episode to learn about how BlackRock became the largest fund in the world, the famous letter he writes annually and his thoughts on the ESG backlash.

 

The production team on this episode were PLAN-B?s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Erlend Kvendseth.

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In this episode, Nicolai Tangen talks to CFO of General Electric, Carolina Dybeck Happe. She?s widely regarded as one of the best CFOs in the world.

The production team on this episode were PLAN-B?s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Martin Prozesky.

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In this episode, Nicolai Tangen talks to Albert Baehny, the Chairman of Lonza and Geberit. Albert was the first person Nicolai called for advice when he became CEO of the fund. Check out what his advice was and much more!

The production team on this episode were PLAN-B?s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Emily Heaven, Justin Morris and Martin Prozesky. 

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In this episode, Nicolai Tangen talks to Michael O?Leary, CEO of Ryanair. Check out the episode and learn about the secret sauce to Ryanair?s success, and find out if they ever tried to buy Norwegian?

The production team on this episode were PLAN-B?s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Venetia Baden-Powell.

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In this episode, Nicolai Tangen talks to Helena Helmersson, CEO of H&M Group, the second largest fashion retailer in the world. Do you know that we only wear our clothes seven times on average? Check this conversation learn more about the fashion industry!

The production team on this episode were PLAN-B?s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Anthony Sleeman.

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In this episode, Nicolai Tangen talks to Bob Chapek CEO of Disney, the world?s largest media and entertainment company. They talk about the power of storytelling, the competitive streaming space and the importance of grit and perseverance!

The production team on this episode were PLAN-B?s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Soumi Mitra.

The conversation was recorded 10th October.

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In this episode, Nicolai Tangen talks to Mark Schneider CEO of Nestlé, the world's largest food & beverage company. They talk about the biggest food trends in coffee and pet food, how they are working on ESG issues in their supply chain and Mark even share what he eats.

They also discussed leadership, recruitment, phycological safety and much more!

The production team on this episode were PLAN-B?s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Yvonne Silden Langlo.

The conversation was recorded 26th September.

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In this episode, Nicolai Tangen talks to Lisa Su CEO of AMD. They talk about why semiconductors are so critical to the global economy, how Lisa has led one the greatest turnarounds in the technology sector and current geopolitical challenges.They also discuss leadership, building teams, future of AI and Lisa even share her proudest moment.

The production team on this episode were PLAN-B?s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Richard Green.

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We are going to cover a topic that almost all our guests have mentioned, psychological safety.

What does it mean? And how can you as a leader or employees create this in your team? We have the world leading expert on the topic Amy Edmondson to discuss this and much more! 

The production team on this episode were PLAN-B?s Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from Iselin Sommereng Head of People Development and Ole Syrstad Senior Analyst CEO Office.

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In this episode, Nicolai Tangen talks to Reed Hastings Founder and co-CEO of Netflix. They talk about how Netflix changed the entertainment industry, their unique corporate culture and how Netflix is dealing with the current competitive environment.

The production team on this episode were PLAN-B?s Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Soumi Mitra.

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In this episode, Nicolai Tangen talks to Benedetto Vigna CEO of Ferrari. They talk about Enzo Ferrari, electrical vehicles and Formula 1.

They also discuss leadership, motivation and work life balance!

 

The production team on this episode were PLAN-B?s Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio managers Arnab Seal and Trym Torvund.

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BONUS EPISODE: The importance of Grit has been discussed by several guests on this podcast. We therefore invited the world leading expert on the topic, Angela Duckworth, to discuss Grit with Nicolai Tangen. Are we able to develop Grit individually or within an organisation? Check out this bonus episode!   

The production team on this episode were PLAN B's Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke.

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In this episode Nicolai Tangen talks to Ilham Kadri, CEO of Solvay. They discuss her humble upbringing in Casablanca, importance of empathy in leadership, and Ilham even shares her favourite chemical!

The production team on this episode were PLAN B?s Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke and Bård Ove Molberg with additional input from our portfolio managers Arnab Seal and Trym Torvund.

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In this episode Nicolai Tangen talks to Jochen Zeitz, CEO of Harley-Davidson. They discuss electrification, CEO pay, employee stock ownership and Jochen even shares his favourite place to ride a motorcycle!

The production team on this episode were PLAN-B's Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke and Bård Ove Molberg with additional input from our portfolio managers Arnab Seal and Trym Torvund.

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In this episode Nicolai Tangen talks to Jean-Jacques Guiony, CFO of LVMH. Mr Guiony gives a unique peek into the inner workings of the world's largest and most powerful luxury goods company.

The production team on this episode were Plan B?s Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke and Bård Ove Molberg with additional input from our portfolio manager Anthony Sleeman.

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In this episode Nicolai Tangen talks to Stephane Bancel, CEO of Moderna. They discuss vaccine rollouts, China?s zero-Covid policy, ethical dilemmas in the pharma industry and much more.

The production team on this episode were Plan B?s Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke and Bård Ove Molberg with additional input from our portfolio manager Mark Dainty.

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In this episode Nicolai Tangen talks to Nicolas Hieronimus, CEO of L'Oréal. They discuss the future of the beauty industry, if people?s desire for beauty products is a good thing, and how are they looking at potential opportunities in the Metaverse?

The production team on this episode were Plan B?s Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke and Bård Ove Molberg with additional input from our portfolio manager Yvonne Sliden Langlo.

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In this episode Nicolai Tangen talks to Henrik Ehrnrooth, CEO of Kone. They discuss Kone?s origin and company culture, their innovative edge and how Kone is dealing with its high exposure to China. They also discuss governance issues, and share some elevator stories!

The production team on this episode were Plan B?s Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke and Bård Ove Molberg with additional input from our portfolio manager Martin Prozesky.

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In this episode Nicolai Tangen talks to Mary Barra the CEO of General Motors. They discuss the transformation of the auto industry, challenges with leading a large organisation through crisis and how they deal with a large investor like us. 

 

The production team on this episode were PLAN-B?s Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke and Bård Ove Molberg with additional input from our portfolio managers Arnab Seal and Trym Torvund.

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In this episode, Nicolai Tangen talks to David Solomon, CEO of Goldman Sachs. They discuss the highly competitive financial services industry and how to attract the best talents and give their view on the equity market. They also discuss culture, leadership, inflation and speed!

 

The production team on this episode were PLAN-B?s Tor-Erik Humlen and Olav Haraldsen Roen. Background research was done by Sigurd Brekke and Bård Ove Molberg with additional input from our portfolio manager Frederik Thomasen.

 

This episode was recorded on February 8 2022, before the war between Russia and Ukraine.

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In this episode, Nicolai Tangen talks to Bernard Looney CEO of BP. They discuss challenges and opportunities in BP?s green transition, how they are dealing with expectations from large investors, and the importance of grit.

This episode was recorded before the war between Russia and Ukraine.

The production team on this episode were PLAN-B?s Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke and Bård Ove Molberg with additional input from our portfolio manager Ståle Lægreid.

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The CEO of the largest single investor in the world, Norges Bank Investment Management is having in-depth interviews with leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more.

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