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.
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