Mike Gitlin: Inside Capital Group’s Philosophy, Ownership Model and Long-Term Edge

Mike Gitlin: Inside Capital Group’s Philosophy, Ownership Model and Long-Term Edge

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.

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

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President Alexander Stubb: A Changing World Order, Democracies Facing AI, and Golfing with Trump

President Alexander Stubb: A Changing World Order, Democracies Facing AI, and Golfing with Trump

How are democracies adapting to the new technology? In this episode, Nicolai Tangen talks with Alexander Stubb, President of Finland, about defence, diplomacy and the shifting world order. They discus...

23 Sep 49min

Friday Wrap-Up: A Guru of Simplification and the AI Slowdown Debate

Friday Wrap-Up: A Guru of Simplification and the AI Slowdown Debate

On this week's Friday Wrap-Up, Marthe Skaar calls in from Singapore to catch up with Nicolai Tangen, joining from New York, to break down his podcast conversation with Jon McNeill, author of “The Algo...

18 Sep 14min

Jon McNeill: The Algorithm Behind Tesla and SpaceX, Why Automation Should Come Last, and Setting Unrealistic Goals

Jon McNeill: The Algorithm Behind Tesla and SpaceX, Why Automation Should Come Last, and Setting Unrealistic Goals

Nicolai Tangen sits down with Jon McNeill, CEO and Co-Founder of DVx Ventures and author of The Algorithm: The Hypergrowth Formula That Transformed Tesla, Lululemon, General Motors and SpaceX. Having ...

16 Sep 35min

Friday Wrap-up: Physical AI and China's Speed Advantage

Friday Wrap-up: Physical AI and China's Speed Advantage

Is it possible to compete with Chinese car companies? In this week's Friday Wrap-Up, Marthe Skaar sits down with Nicolai Tangen to break down his podcast conversation with Brian Gu, Vice Chairman and ...

11 Sep 13min

XPeng Co-President: China's EV Race, Flying Cars and Humanoid Robots

XPeng Co-President: China's EV Race, Flying Cars and Humanoid Robots

When will humanoid robots outnumber humans? Nicolai Tangen sits down with Brian Gu, Vice Chairman and Co-President of XPeng, who describes XPeng as a "physical AI" business rather than just a carmaker...

10 Sep 49min

Friday Wrap-Up: Leadership Longevity and Nicolai's biggest regret

Friday Wrap-Up: Leadership Longevity and Nicolai's biggest regret

In this week's Friday Wrap-Up, Marthe Skaar sits down with Nicolai Tangen for a debrief on the podcast episode with the CEO of John Deere, news about the fund and the markets, and what's on Nicolai’s ...

4 Sep 14min

John Deere CEO: Farming's Future, Autonomous Tractors and AI in the Field

John Deere CEO: Farming's Future, Autonomous Tractors and AI in the Field

What does farming look like when the tractor drives itself? Nicolai Tangen sits down with John May, CEO of John Deere, to explore how a 190-year-old tractor maker became one of the most advanced techn...

2 Sep 38min

Friday Wrap-Up: A Hedge Fund Legend and Reflections on the Global AI Race

Friday Wrap-Up: A Hedge Fund Legend and Reflections on the Global AI Race

Introducing a brand-new podcast series: The Friday Wrap-Up! Tables have turned. Marthe Skaar, Chief of Communications and External Relations at NBIM, sits down with Nicolai Tangen, for a debrief on th...

28 Aug 12min

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