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In Good Company with Nicolai Tangen
The mindset of a contrarian investor – Anthony Bolton
How can investors profit by going against the crowd? Nicolai Tangen sits down with legendary contrarian investor Anthony Bolton to discuss the art of thinking differently in financial markets. Drawing from his remarkable tenure at Fidelity, Bolton explains why popularity is risk and how the best investment opportunities often feel uncomfortable. The conversation explores why current market dynamics may be creating even bigger opportunities for contrarian investors, while Bolton shares his views on China, US tech stocks, and the future of markets. This episode was recorded on 10 February 2025.
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 Torgeir Rimstad.
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245. Live podcast with Jamie Dimon, CEO JPMorgan Chase: Corporate culture, risk and the global economy
38:46||Season 1, Ep. 245In this special live episode, Nicolai Tangen sits down with Jamie Dimon, Chairman and CEO of JPMorgan Chase, at NBIM’s Investment Conference in Oslo.With 20 years at the helm of one of the world’s leading financial institutions, Dimon shares first-hand insights into what it takes to build a winning corporate culture. The conversation spans everything from global markets to the biggest challenges ahead, including geopolitics, private credit, cybersecurity and AI.This is a unique opportunity to hear one of the most influential voices in global finance reflect on leadership, resilience, and the forces shaping the global economy. 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 Karoline Woie. 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
244. HIGHLIGHTS: Alain Lam - CFO of Xiaomi
10:58||Season 1, Ep. 244We'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/xiaomi-cfo-from-smartphones-to-evs-speed-to-market-and-ai/id1614211565?i=1000762993636&l=nbIn this episode of In Good Company, Nicolai Tangen speaks with Alain Lam, CFO of Xiaomi, about the company’s journey from a smartphone startup to a global technology leader spanning smart devices, electric vehicles, and AI.Lam shares how Xiaomi’s focus on high-quality products at “honest prices” and its tightly integrated ecosystem have driven rapid growth and innovation. He explains the company’s move into electric vehicles—designing and launching its first car in under three years—and why Xiaomi sees EVs as the next generation of consumer electronics.The conversation also looks ahead to AI-powered manufacturing, humanoid robotics, and a future where phones, homes, and cars are seamlessly connected. Along the way, Lam offers insights on leadership, company culture, and building lasting customer loyalty.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 Oscar Hjelde. 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
243. Xiaomi CFO: From Smartphones to EVs, Speed to Market and AI
41:26||Season 1, Ep. 243In this episode of In Good Company, Nicolai Tangen speaks with Alain Lam, CFO of Xiaomi, about the company’s journey from a smartphone startup to a global technology leader spanning smart devices, electric vehicles, and AI.Lam shares how Xiaomi’s focus on high-quality products at “honest prices” and its tightly integrated ecosystem have driven rapid growth and innovation. He explains the company’s move into electric vehicles—designing and launching its first car in under three years—and why Xiaomi sees EVs as the next generation of consumer electronics.The conversation also looks ahead to AI-powered manufacturing, humanoid robotics, and a future where phones, homes, and cars are seamlessly connected. Along the way, Lam offers insights on leadership, company culture, and building lasting customer loyalty.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 Oscar Hjelde. 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
242. HIGHLIGHTS: Hans Ulrich Obrist
09:47||Season 1, Ep. 242We'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/hans-ulrich-obrist-what-business-can-learn-from-the/id1614211565?i=1000761441443&l=nbWhat can business learn from the art world? In this episode of In Good Company, Nicolai Tangen sits down with legendary curator Hans Ulrich Obrist, Artistic Director of the Serpentine Galleries and a master of connecting ideas, people, and disciplines.Obrist shares how creativity starts with listening, why serendipity often beats rigid planning, and how bringing together art, technology, and culture can create entirely new experiences. From lifelong conversations with artists to exploring AI and multi-sensory exhibitions, his approach is all about curiosity, collaboration, and long-term thinking. A sharp, inspiring conversation on creativity, innovation, and navigating uncertainty.Many of the projects discussed in this episode can be explored further through Serpentine on Bloomberg Connects (available via the Bloomberg Connects app): https://www.bloombergconnects.org/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 Instagram
241. Hans Ulrich Obrist: What business can learn from the art world
58:15||Season 1, Ep. 241What can business learn from the art world? In this episode of In Good Company, Nicolai Tangen sits down with legendary curator Hans Ulrich Obrist, Artistic Director of the Serpentine Galleries and a master of connecting ideas, people, and disciplines.Obrist shares how creativity starts with listening, why serendipity often beats rigid planning, and how bringing together art, technology, and culture can create entirely new experiences. From lifelong conversations with artists to exploring AI and multi-sensory exhibitions, his approach is all about curiosity, collaboration, and long-term thinking. A sharp, inspiring conversation on creativity, innovation, and navigating uncertainty.Many of the projects discussed in this episode can be explored further through Serpentine on Bloomberg Connects (available via the Bloomberg Connects app): https://www.bloombergconnects.org/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 Instagram
240. HIGHLIGHTS: Andrea Guerra - CEO of the Prada Group
10:16||Season 1, Ep. 240We'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/prada-group-ceo-the-old-normal-of-luxury-the-bet/id1614211565?i=1000760166168&l=nbIn this episode of In Good Company, Nicolai Tangen sits down with Andrea Guerra, CEO of the Prada Group, in Milan to explore the art of building iconic luxury brands. They discuss why luxury must return to its "old normal" of exclusivity and experience, the extraordinary rise of Miu Miu as a rebellious yet inclusive brand, and how the acquisition of Versace opens a bold new chapter for the group. Andrea also shares his philosophy on resonant leadership, empowering people to express themselves and embracing debate to reach better decisions. With ambitions spanning generations, the Prada Group is playing the long game.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 and Sebastian Langvik-Hansen. 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 Instagram
239. Prada Group CEO: The Old Normal of Luxury, the Bet on Versace and Why Patience Beats Trends
41:46||Season 1, Ep. 239In this episode of In Good Company, Nicolai Tangen sits down with Andrea Guerra, CEO of the Prada Group, in Milan to explore the art of building iconic luxury brands. They discuss why luxury must return to its "old normal" of exclusivity and experience, the extraordinary rise of Miu Miu as a rebellious yet inclusive brand, and how the acquisition of Versace opens a bold new chapter for the group. Andrea also shares his philosophy on resonant leadership, empowering people to express themselves and embracing debate to reach better decisions. With ambitions spanning generations, the Prada Group is playing the long game.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 and Sebastian Langvik-Hansen. 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 Instagram
238. HIGHLIGHTS: Fatih Birol - Executive Director of the International Energy Agency
10:37||Season 1, Ep. 238We'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/fatih-birol-global-energy-under-pressure-europes-mistakes/id1614211565?i=1000758565524&l=nbIs the world facing the greatest energy security threat in history? Nicolai Tangen sits down with Dr. Fatih Birol, Executive Director of the International Energy Agency (IEA), for a timely and urgent conversation about global energy. They discuss why the Middle East crisis surpasses all previous energy shocks combined, what the release of 400 million barrels of strategic reserves can and cannot achieve, and Europe's three historic energy mistakes, from over-reliance on Russian gas to stepping back from nuclear power. Fatih also shares his conviction that the future of transportation is electric and why cheap electricity will determine who wins the AI race.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 Tobias Hyldmo and David Høysæther. 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
237. Fatih Birol: Global Energy Under Pressure, Europe's Mistakes and the Age of Electricity
47:47||Season 1, Ep. 237Is the world facing the greatest energy security threat in history? Nicolai Tangen sits down with Dr. Fatih Birol, Executive Director of the International Energy Agency (IEA), for a timely and urgent conversation about global energy. They discuss why the Middle East crisis surpasses all previous energy shocks combined, what the release of 400 million barrels of strategic reserves can and cannot achieve, and Europe's three historic energy mistakes, from over-reliance on Russian gas to stepping back from nuclear power. Fatih also shares his conviction that the future of transportation is electric and why cheap electricity will determine who wins the AI race.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 Tobias Hyldmo and David Høysæther. 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