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In Good Company with Nicolai Tangen
HIGHLIGHTS: Paul Singer
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/paul-singer-activist-investing-market-risks-and/id1614211565?i=1000696105423&l=nb
This week, Nicolai Tangen sits down with Paul Singer, legendary investor and founder of Elliott investment Management, one of the world's most influential activist investors. Singer shares insights from his remarkable career spanning several decades, discussing how activist investing works, why companies need external pressure for change, and his philosophy of never losing money. He opens up about major investment cases, while offering sharp observations on current markets, which he sees as "just about as risky as I've ever seen." The 80-year-old Singer also shares his views on crypto, AI valuations, and his advice to young people. The conversation offers a rare glimpse into the mind of one of investing's most successful and determined practitioners.
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 Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Kristian Haga.
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164. Engie CEO: Crisis Leadership, Green Transition, and Europe's Energy Future
59:12||Season 1, Ep. 164How does Europe navigate its biggest energy crisis in decades while accelerating the green transition? Catherine MacGregor, CEO of Engie, joins Nicolai Tangen to discuss leading one of Europe's energy giants through the Russian gas crisis just one year into her role. They explore Engie's €25 billion investment in renewables, the company's strategy of balancing 'molecules and electrons,' and why hydrogen development faces regulatory hurdles. Catherine also shares her journey from oil rigs in Congo to running 98,000 employees across 30 countries. With Engie targeting massive expansion of its renewable energy capacity by 2030, the company is accelerating its green transition strategy. Tune in for an insightful conversation! 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 Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. 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 Instagram163. HIGHLIGHTS: Anthony Bolton
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46:34||Season 1, Ep. 160Can AI help us find cures for diseases we've never been able to treat? Nicolai Tangen speaks with Vasant 'Vas' Narasimhan, CEO of Novartis, about pioneering pharmaceutical innovation. They explore breakthrough cell and gene therapies, AI partnerships with leading tech companies, and how Novartis transformed from a sprawling conglomerate into a streamlined drug discovery company. Vas shares his unique perspective as a physician-scientist turned CEO, his concerns about Europe's declining pharma competitiveness, and his leadership philosophy of being the 'chief energy officer.' With €235 billion in market cap and groundbreaking treatments reaching patients worldwide, Novartis continues unlocking medical breakthroughs. Tune in! 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 Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted 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 Instagram159. HIGHLIGHTS: Børge Brende
10:33||Season 1, Ep. 159We'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/b%C3%B8rge-brende-between-world-orders-global-cooperation/id1614211565?i=1000713362235&l=nbHow do world leaders find common ground in an era of growing polarization? In this episode, Nicolai Tangen speaks with Børge Brende, President and CEO of the World Economic Forum, about bringing together global leaders to tackle shared challenges. They explore the shifting geopolitical landscape, the resilience of financial markets despite global tensions, the transformative power of AI and new technologies, and how the iconic Davos gatherings create opportunities for world leaders to find solutions. Børge shares his philosophy on building trust and his belief that equal opportunities are fundamental to a country's success. With 1,000 employees facilitating progress through public-private cooperation, the World Economic Forum continues to address humanity's greatest challenges. Tune in!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 Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. 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 Instagram158. Børge Brende: Between World Orders, Global Cooperation and Digital Transformation
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39:20||Season 1, Ep. 156Which companies will lead and which will be left behind as AI transforms the way we work? Nicolai Tangen connects with Ethan Mollick, Wharton professor and author of 'Co-Intelligence: Living and Working with AI,' to explore how organizations can harness AI's revolutionary potential. They discuss the growing adoption of AI tools across workforces, proven tactics for driving company-wide implementation, the rise of autonomous AI agents, and why traditional training approaches may be missing the mark. Ethan reveals insights from his research showing that AI works best as a collaborative teammate rather than a replacement. With AI capabilities advancing faster than expected, organizations face increasing urgency to act. Tune in for an insightful conversation! 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 Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæter and Yohanna Akladious. 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