Advertise on podcast: In Good Company with Nicolai Tangen

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/mike-gitlin-inside-capital-groups-philosophy-ownership/id1614211565?i=1000749180724&l=nb In this episode, Nicolai Tangen sits down with Mike Gitlin, President and CEO of Capital Group, one of the world’s largest investment managers. They discuss Capital Group’s distinctive investment model, its long-term philosophy, and the firm’s unique ownership structure that has shaped its success over nearly a century. Mike also shares his views on today’s market structure and what it means for long-term investors, as well as how AI is transforming the way Capital Group works. They explore culture, career longevity, incentives, and what it really takes to build a sustainable investment organization. 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 Hosted on Acast. See acast.com/privacy for more information.

In this episode, Nicolai Tangen sits down with Mike Gitlin, President and CEO of Capital Group, one of the world’s largest investment managers. They discuss Capital Group’s distinctive investment model, its long-term philosophy, and the firm’s unique ownership structure that has shaped its success over nearly a century. Mike also shares his views on today’s market structure and what it means for long-term investors, as well as how AI is transforming the way Capital Group works. They explore culture, career longevity, incentives, and what it really takes to build a sustainable investment organization. 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 Hosted on Acast. See acast.com/privacy for more information.

सच में बेहतरीन बिज़नेस को बाकी कंपनियों से अलग क्या बनाता है? हेज फंड SurgoCap Partners की founder माला गांवकर, Nicolai Tangen के साथ बात करती हैं कि ऐसी कंपनियों को कैसे पहचाना जाए जिनके पास मजबूत और टिकाऊ फायदे हैं। वे समझाती हैं कि कैसे पुरानी टेक्नोलॉजी नए तरीकों से बाज़ार में उथल-पुथल मचाती है, क्यों वे अपनी इन्वेस्टमेंट टीम को जानबूझकर छोटा रखती हैं, और कैसे डेटा साइंस सोच की गलतियों को कम करने में मदद करता है। माला अपने इन्वेस्टमेंट के खुले अनुभव शेयर करती हैं—जैसे Nokia को शॉर्ट करने की गलती और NVIDIA को बेचने के बाद दोबारा न देखने का पछतावा। वे अपने करियर को क्रिएटिव राइटिंग और ग्लोबल हेल्थ में समाजसेवा के साथ बैलेंस करने की बात भी करती हैं। $6 बिलियन assets के साथ, SurgoCap यह साबित करता है कि फोकस और जिज्ञासा ही नतीजे लाते हैं। —— Mala Gaonkar - Founder of SurgoCap Partners  What separates truly great businesses from the rest? Mala Gaonkar, founder of hedge fund SurgoCap Partners, joins Nicolai Tangen to discuss identifying companies with durable competitive advantages. They cover how old technologies disrupt in new ways, why she keeps her investment team deliberately small, and how data science helps reduce cognitive biases. Mala shares candid investment lessons including the pitfalls of shorting Nokia and not revisiting NVIDIA after selling. She also reflects on balancing her career with creative writing and philanthropic work in global health. With $6 billion in assets under management, SurgoCap proves that focus and curiosity drive results. Hosted on Acast. See acast.com/privacy for more information.

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/unicredit-ceo-the-future-of-european-banking/id1614211565?i=1000747964480&l=nb What's the biggest challenge facing European banking today? Andrea Orcel, CEO of UniCredit, joins Nicolai Tangen to discuss transformation, scale, and technology's impact on banking. They explore Andrea's strategic moves with Commerzbank and Banco BPM, how AI is transforming everything from consumer loans to credit analysis, and the emerging role of stablecoins in payments. Andrea shares his leadership philosophy rooted in grit and empowerment, revealing how he rebuilt a winning culture across 69,000 employees. Under his leadership, UniCredit's transformation has generated outstanding returns for shareholders. 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 Isabelle Karlsson and Sigurd Brekke.   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 Hosted on Acast. See acast.com/privacy for more information.

What's the biggest challenge facing European banking today? Andrea Orcel, CEO of UniCredit, joins Nicolai Tangen to discuss transformation, scale, and technology's impact on banking. They explore Andrea's strategic moves with Commerzbank and Banco BPM, how AI is transforming everything from consumer loans to credit analysis, and the emerging role of stablecoins in payments. Andrea shares his leadership philosophy rooted in grit and empowerment, revealing how he rebuilt a winning culture across 69,000 employees. Under his leadership, UniCredit's transformation has generated outstanding returns for shareholders. 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 Isabelle Karlsson and Sigurd Brekke.   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 Hosted on Acast. See acast.com/privacy for more information.

इस एपिसोड में, Nicolai Tangen की बातचीत अरिस्टा नेटवर्क्स की मशहूर CEO जयश्री उल्लाल से होती है। जयश्री समझाती हैं कि कैसे अरिस्टा आज के AI सिस्टम के लिए बड़े-बड़े नेटवर्क चलाता है, क्यों AI का ट्रैफिक पहले के सभी ट्रैफिक से बिल्कुल अलग है, और क्यों अब सबसे बड़ी रुकावट हार्डवेयर नहीं बल्कि बिजली की कमी है। वे अरिस्टा की कहानी बताती हैं—कैसे एक छोटी इंजीनियरिंग टीम जिसकी कमाई शून्य थी, दुनियाभर में लीडर बन गई, वो कल्चर जिसने कंपनी को सफल बनाया, और इलेक्ट्रिकल इंजीनियर से CEO बनने तक का उनका अपना सफर। यह एक खुली और गहरी बातचीत है जो लीडरशिप, नई सोच और AI की दुनिया में नेटवर्किंग के भविष्य के बारे में है। —————— Jayshree Ullal - CEO of Arista Networks  In this episode, Nicolai Tangen sits down with Jayshree Ullal, the influential CEO of Arista Networks. Jayshree explains how Arista powers the demanding networks behind today’s AI systems, why AI traffic is fundamentally different from anything that came before, and why power—not hardware—is now the biggest constraint. She reflects on Arista’s evolution from a small engineering team with zero revenue to a global leader, the culture that shaped its success, and her own path from electrical engineer to CEO. A candid and insightful conversation about leadership, innovation, and the future of networking in an AI-driven world. Hosted on Acast. See acast.com/privacy for more information.

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/standard-chartered-ceo-global-banking-geopolitical/id1614211565?i=1000746957764&l=nb Nicolai Tangen sits down with Bill Winters, Group CEO of Standard Chartered, one of the world's most globally distinctive banks. They discuss what it takes to rebuild a complex financial institution after crisis, the critical role of regulatory trust, and why Standard Chartered's presence across Asia, Africa, and the Middle East positions it as a true "connector bank." Bill shares his perspective on geopolitics, digital assets and blockchain technology, and AI's transformative impact on banking. He also reflects on lessons from his career at JP Morgan, his leadership philosophy, organizational culture, and how curiosity and empathy drive long-term success. 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 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 Hosted on Acast. See acast.com/privacy for more information.

Nicolai Tangen sits down with Bill Winters, Group CEO of Standard Chartered, one of the world's most globally distinctive banks. They discuss what it takes to rebuild a complex financial institution after crisis, the critical role of regulatory trust, and why Standard Chartered's presence across Asia, Africa, and the Middle East positions it as a true "connector bank." Bill shares his perspective on geopolitics, digital assets and blockchain technology, and AI's transformative impact on banking. He also reflects on lessons from his career at JP Morgan, his leadership philosophy, organizational culture, and how curiosity and empathy drive long-term success. 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 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 Hosted on Acast. See acast.com/privacy for more information.

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/mala-gaonkar-building-surgocap-identifying-great-businesses/id1614211565?i=1000745986776&l=nb What separates truly great businesses from the rest? Mala Gaonkar, founder of hedge fund SurgoCap Partners, joins Nicolai Tangen to discuss identifying companies with durable competitive advantages. They cover how old technologies disrupt in new ways, why she keeps her investment team deliberately small, and how data science helps reduce cognitive biases. Mala shares candid investment lessons including the pitfalls of shorting Nokia and not revisiting NVIDIA after selling. She also reflects on balancing her career with creative writing and philanthropic work in global health. With $6 billion in assets under management, SurgoCap proves that focus and curiosity drive results. 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 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 Disclaimers: The information contained in this episode is for educational and informational purposes only and does not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities or related financial instruments. The specific investment examples discussed during this podcast are included for illustrative purposes to indicate Mala Gaonkar’s investment process and strategy and the types of companies that Mala believes are representative of a particular theme. It should not be assumed that any investment discussed herein has been or will be profitable, or that recommendations made in the future will be profitable or will equal the investment performance of the specific investment examples discussed herein. There is no guarantee that companies mentioned in this podcast are those in which Surgo invests in or will be included in any Surgo portfolio in the future. The trends and conclusions presented in this podcast reflect the opinions of Mala, based on her own analysis. As such, the opinions and conclusions expressed should not be viewed as definite or exhaustive, and other interpretations or outcomes are possible based on different perspectives or more comprehensive, or different, data. Hosted on Acast. See acast.com/privacy for more information.

What separates truly great businesses from the rest? Mala Gaonkar, founder of hedge fund SurgoCap Partners, joins Nicolai Tangen to discuss identifying companies with durable competitive advantages. They cover how old technologies disrupt in new ways, why she keeps her investment team deliberately small, and how data science helps reduce cognitive biases. Mala shares candid investment lessons including the pitfalls of shorting Nokia and not revisiting NVIDIA after selling. She also reflects on balancing her career with creative writing and philanthropic work in global health. With $6 billion in assets under management, SurgoCap proves that focus and curiosity drive results. 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 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 Disclaimers: The information contained in this episode is for educational and informational purposes only and does not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities or related financial instruments. The specific investment examples discussed during this podcast are included for illustrative purposes to indicate Mala Gaonkar’s investment process and strategy and the types of companies that Mala believes are representative of a particular theme. It should not be assumed that any investment discussed herein has been or will be profitable, or that recommendations made in the future will be profitable or will equal the investment performance of the specific investment examples discussed herein. There is no guarantee that companies mentioned in this podcast are those in which Surgo invests in or will be included in any Surgo portfolio in the future. The trends and conclusions presented in this podcast reflect the opinions of Mala, based on her own analysis. As such, the opinions and conclusions expressed should not be viewed as definite or exhaustive, and other interpretations or outcomes are possible based on different perspectives or more comprehensive, or different, data. Hosted on Acast. See acast.com/privacy for more information.

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/figma-ceo-from-idea-to-ipo-design-at-scale-and-ais/id1614211565?i=1000745081487&l=nb In this episode of In Good Company, Nicolai Tangen speaks with Dylan Field, founder and CEO of Figma, about the ideas behind one of the most influential design platforms in the world. Field shares lessons from founding Figma at 19, navigating years of iteration before launch, and scaling with a strong product culture. They discuss taste, craft, and community, how AI is changing the creative process, and what it means to lead with optimism in a rapidly evolving tech landscape 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 Hosted on Acast. See acast.com/privacy for more information.

In this episode of In Good Company, Nicolai Tangen speaks with Dylan Field, founder and CEO of Figma, about the ideas behind one of the most influential design platforms in the world. Field shares lessons from founding Figma at 19, navigating years of iteration before launch, and scaling with a strong product culture. They discuss taste, craft, and community, how AI is changing the creative process, and what it means to lead with optimism in a rapidly evolving tech landscape 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 Hosted on Acast. See acast.com/privacy for more information.

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/michael-bloomberg-building-an-empire-leading-new/id1614211565?i=1000744113852&l=nb Step inside Bloomberg’s New York headquarters for a conversation with the man who built it all. Nicolai Tangen sits down with Michael Bloomberg to explore his journey from Wall Street to founding Bloomberg LP, his approach to leadership and risk-taking, and the values that fuel his extraordinary philanthropic work. Bloomberg shares stories of creating the Bloomberg Terminal, transforming New York City as mayor, and why he still works almost every day at 83. An insightful look at a life devoted to building, improving, and giving back. 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 Hosted on Acast. See acast.com/privacy for more information.

Step inside Bloomberg’s New York headquarters for a conversation with the man who built it all. Nicolai Tangen sits down with Michael Bloomberg to explore his journey from Wall Street to founding Bloomberg LP, his approach to leadership and risk-taking, and the values that fuel his extraordinary philanthropic work. Bloomberg shares stories of creating the Bloomberg Terminal, transforming New York City as mayor, and why he still works almost every day at 83. An insightful look at a life devoted to building, improving, and giving back. 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 Hosted on Acast. See acast.com/privacy for more information.

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/arista-networks-ceo-the-ai-infrastructure-boom-power/id1614211565?i=1000743264525&l=nb In this episode, Nicolai Tangen sits down with Jayshree Ullal, the influential CEO of Arista Networks. Jayshree explains how Arista powers the demanding networks behind today’s AI systems, why AI traffic is fundamentally different from anything that came before, and why power—not hardware—is now the biggest constraint. She reflects on Arista’s evolution from a small engineering team with zero revenue to a global leader, the culture that shaped its success, and her own path from electrical engineer to CEO. A candid and insightful conversation about leadership, innovation, and the future of networking in an AI-driven world. 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 Instagram Hosted on Acast. See acast.com/privacy for more information.