Stan Druckenmiller: Inside the mind of a legendary investor

Stan Druckenmiller: Inside the mind of a legendary investor

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.


Hosted on Acast. See acast.com/privacy for more information.

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Bob Chapek CEO of Disney

Bob Chapek CEO of Disney

In this episode, Nicolai Tangen talks to Bob Chapek CEO of Disney, the world’s largest media and entertainment company. They talk about the power of storytelling, the competitive streaming space and the importance of grit and perseverance!The production team on this episode were PLAN-B’s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Soumi Mitra.The conversation was recorded 10th October.Links: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.

2 Marras 202223min

Mark Schneider CEO of Nestlé

Mark Schneider CEO of Nestlé

In this episode, Nicolai Tangen talks to Mark Schneider CEO of Nestlé, the world's largest food & beverage company. They talk about the biggest food trends in coffee and pet food, how they are working on ESG issues in their supply chain and Mark even share what he eats.They also discussed leadership, recruitment, phycological safety and much more!The production team on this episode were PLAN-B’s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Yvonne Silden Langlo.The conversation was recorded 26th September.Links: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.

19 Loka 202230min

Lisa Su CEO of AMD

Lisa Su CEO of AMD

In this episode, Nicolai Tangen talks to Lisa Su CEO of AMD. They talk about why semiconductors are so critical to the global economy, how Lisa has led one the greatest turnarounds in the technology sector and current geopolitical challenges.They also discuss leadership, building teams, future of AI and Lisa even share her proudest moment.The production team on this episode were PLAN-B’s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Richard Green.Links: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.

5 Loka 202225min

Psychological safety with Amy Edmondson

Psychological safety with Amy Edmondson

We are going to cover a topic that almost all our guests have mentioned, psychological safety.What does it mean? And how can you as a leader or employees create this in your team? We have the world leading expert on the topic Amy Edmondson to discuss this and much more! The production team on this episode were PLAN-B’s Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from Iselin Sommereng Head of People Development and Ole Syrstad Senior Analyst CEO Office.Links: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.

28 Syys 202226min

Reed Hastings founder and co-CEO of Netflix

Reed Hastings founder and co-CEO of Netflix

In this episode, Nicolai Tangen talks to Reed Hastings Founder and co-CEO of Netflix. They talk about how Netflix changed the entertainment industry, their unique corporate culture and how Netflix is dealing with the current competitive environment.The production team on this episode were PLAN-B’s Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Soumi Mitra.Links: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.

21 Syys 202222min

Benedetto Vigna CEO of Ferrari

Benedetto Vigna CEO of Ferrari

In this episode, Nicolai Tangen talks to Benedetto Vigna CEO of Ferrari. They talk about Enzo Ferrari, electrical vehicles and Formula 1.They also discuss leadership, motivation and work life balance! The production team on this episode were PLAN-B’s Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio managers Arnab Seal and Trym Torvund.Links: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.

7 Syys 202235min

Grit with Angela Duckworth

Grit with Angela Duckworth

BONUS EPISODE: The importance of Grit has been discussed by several guests on this podcast. We therefore invited the world leading expert on the topic, Angela Duckworth, to discuss Grit with Nicolai Tangen. Are we able to develop Grit individually or within an organisation? Check out this bonus episode! The production team on this episode were PLAN B's Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke.Links: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.

29 Kesä 202244min

Ilham Kadri CEO of Solvay

Ilham Kadri CEO of Solvay

In this episode Nicolai Tangen talks to Ilham Kadri, CEO of Solvay. They discuss her humble upbringing in Casablanca, importance of empathy in leadership, and Ilham even shares her favourite chemical!The production team on this episode were PLAN B’s Tor-Erik Humlen and Olav Haraldsen Roen. Background research were done by Sigurd Brekke and Bård Ove Molberg with additional input from our portfolio managers Arnab Seal and Trym Torvund.Links: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.

22 Kesä 202230min

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