In Good Company with Nicolai Tangen

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 views on the rapid growth of China’s pharma industry and the challenges Europe faces in keeping up with global clinical trials.The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Sara Arnesen.Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram

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 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 episode out every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B’s Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse, with research by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram

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, 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 role, the future of tech, and lessons learned from mentor George Soros. In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episode out every Wednesday. The production team for this episode includes Isabelle Karlsson and PLAN-B’s Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse, with research by Une Solheim. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram

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 role, the future of tech, and lessons learned from mentor George Soros.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episode out every Wednesday.The production team for this episode includes Isabelle Karlsson and PLAN-B’s Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse, with research by Une Solheim.Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram

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, reflecting on how changing regulations and global competition have reshaped the industry. Tune in for Peter’s thoughts on building resilient teams, risk taking and his advice for young professionals.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was conducted by Sara Arnesen.Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram

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 building resilient teams, risk taking and his advice for young professionals.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was conducted by Sara Arnesen.Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram

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=1000674090066Why 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. Tune in to hear Vinod's philosophy on the future of robotics, clean energy artificial intelligence and more.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram

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. Tune in to hear Vinod's philosophy on the future of robotics, clean energy artificial intelligence and more.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episode out every Wednesday.The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was conducted by Une Solheim.Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram