Today’s guests; Patrick Doyle and Josh Kobza, the Executive Chair and CEO of Restaurant Brands International, one of the world’s largest fast-food companies. They own Burger King, Tim Hortons, Firehouse, and Popeyes. In other words, they sell billions of Burgers, Coffees, Chickens and Sandwiches every year. They discuss trends in the industry, how they work together, the link between trust and speed, and much more. The production team on this episode were PLAN-B's Pål Huuse and Niklas Fige...
Mar 20, 2024•37 min•Ep 61•Transcript available on Metacast Satya Nadella shares his unique insight into AI, chip shortage, the importance of empathy and effective leadership. We are invested in over 8000 companies, but Microsoft is our number one holding. It's fascinating to think that each Norwegian has an average investment of over 6,000 US Dollars in this company. And under Satya’s leadership, Microsoft’s stock has increased 10 times. Stay with us to uncover the secrets behind this remarkable journey. Tune in! The production team on this episode were...
Mar 13, 2024•38 min•Ep 60•Transcript available on Metacast Sergio Ermotti's returned as CEO with the bank's historical acquisition of their main rival Credit Suisse, a landmark event in global finance. Sergio shares why he wanted to come back to UBS, his biggest challenges as new CEO, and why Credit Suisse failed. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke, with input from portfolio manager Philip Pearce, and Mikael Modum Bilet. Links: Watch the episode on You...
Mar 06, 2024•42 min•Ep 59•Transcript available on Metacast Peter Carlsson is steering the Swedish battery developer and manufacturer towards sustainable battery production. Northvolt is constructing one of Europe's largest battery factories, in a very competitive landscape with strong competition from China. Check out Peter’s visionary and bold approach, what we learned from his time at Tesla with Elon Musk and much more. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd Br...
Feb 28, 2024•45 min•Ep 58•Transcript available on Metacast Founded in 1801, LSEG has been at the forefront of financial markets for centuries, surviving world wars. Now it’s a global financial powerhouse. David Schwimmer, their CEO, is a New Yorker with a rich academic background from Yale, Harvard, and a 20-year tenure at Goldman Sachs from Moscow to London. Join us for an insightful conversation with David on navigating LSEG through the complexities of modern financial markets and shaping the future of global finance. The production team on this episo...
Feb 21, 2024•32 min•Ep 57•Transcript available on Metacast In the face of tough decisions, we’re terrible quitters. And that is significantly holding us back. In this episode, Annie Duke blends her experience at the poker table with her academic background, offering unique insights into the human psyche, decision-making and quitting. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke. Links: Watch the episode on YouTube: Norges Bank Investment Management - YouTube Wan...
Feb 14, 2024•41 min•Ep 56•Transcript available on Metacast In this episode, we delve into the world of pest control with Andy Ransom, CEO of Rentokil. Andy has steered Rentokil to become a global leader in pest control. We'll explore how climate change is reshaping pest control across the world and the unique challenges facing the industry. Plus, don't miss Andy sharing his craziest pest control story. Join us for an insightful discussion that goes beyond just bugs and rats. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figensch...
Feb 07, 2024•37 min•Ep 55•Transcript available on Metacast Dominos was founded in 1960 by two brothers. Now they are the largest pizza company in the world, serving over 1 million people daily across 20,000 locations globally. Their CEO Russell Weiner talk about what makes a good pizza, their unique marketing campaigns, new delivery trends, and can you have pineapple on a pizza? The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with input from portfolio manager Irene...
Jan 31, 2024•32 min•Ep 54•Transcript available on Metacast Siemens has played an important role in shaping the technological evolution of Europe, and beyond. Their impressive CEO, Roland Busch, shares his rise to the top, leadership principles, and also discuss the new trends in automation, digitisation, and AI. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with input from portfolio manager Martin Prozesky. Links: W...
Jan 24, 2024•40 min•Ep 53•Transcript available on Metacast Jane Fraser is a leading figure in global finance and the first woman to head a major US bank. At Citigroup, she has been a force of change, steering the bank through big restructuring. In this episode, she delves into her strategies for steering a multinational bank, her vision for Citigroup's future, and the key traits of effective leadership. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with input fro...
Jan 17, 2024•45 min•Ep 52•Transcript available on Metacast Daniel shares the unique story of how Spotify revolutionized the music industry, the future of audio, the impact of AI, and his approach to leadership and building a strong corporate culture. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with input from portfolio manager Soumi Mitra. Links: Watch the episode on YouTube: Norges Bank Investment Management - YouTube Want to learn more...
Jan 10, 2024•44 min•Ep 51•Transcript available on Metacast Carl-Henric Svanberg’s story is as fascinating as it is inspiring. From his humble beginnings in a small village in Sweden, Svanberg rose to become a significant figure in the global corporate arena. He has led companies like Assa Abloy, Ericsson, Bp and Volvo through some of their most challenging and transformative periods. In this episode, we'll delve into Carl-Henric Svanberg's leadership philosophy and strategies. We'll explore how he approaches the challenges of steering global giants thro...
Jan 03, 2024•54 min•Ep 50•Transcript available on Metacast Bruce Flatt became the CEO of Brookfield in 2002 when the company was primarily a Canadian-based real estate firm with a market value of $5 billion. Under his leadership, it transformed into a global alternative asset manager, managing over $850 billion in assets across various sectors: real estate, infrastructure, renewable energy, private equity, and credit. In light of such diverse investments, what are the benefits of investing in private markets? What are the major global megatren...
Dec 13, 2023•49 min•Ep 49•Transcript available on Metacast Adam Selipsky the CEO of AWS is leading the world's largest cloud provider. He shares his vision for the future of AWS, how he plans to foster a culture of innovation and customer obsession. He also reveals how he applies the famous "two pizza rule" and the unique meeting culture in Amazon. The production team on this episode were PLAN-B's Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with input from portfolio manager Doug Shell and Regina J...
Dec 06, 2023•51 min•Ep 48•Transcript available on Metacast James Gorman, one of the most successful CEOs in the world of banking, is stepping down as CEO and shares unique insights into the world of banking, investing, and leadership. He also shares how he reviews talent, and the immense stress and pressure that come with a job like his. The production team on this episode were PLAN-B's Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with input from portfolio manager Frederik Thomasen and Philip Pearc...
Nov 29, 2023•46 min•Ep 47•Transcript available on Metacast Christopher Nassetta became the CEO of Hilton in 2007, at a time when the company was acquired by the private equity firm Blackstone. He navigated through challenges such as the impact of the recession, the rise of online travel agencies, and the emergence of new competitors. Through his successful restructuring of the company, launching new brands, and expanding into new markets, Hilton has become one of the world's largest and most valuable hotel companies. However, this raises questions about...
Nov 22, 2023•31 min•Ep 46•Transcript available on Metacast Deutsche Telekom is the largest telecommunication provider in Europe. Tim Höttges has been a successful CEO since 2014. Tim is a very curious and outspoken leader about the challenges and opportunities for the telecom sector, so tune in! We own over 2% of Deutsche Telekom. This translates to 21 billion kroner or 2.1 billion US dollars, and we have been invested in Deutsche Telekom for over 25 years. The production team on this episode were PLAN-B's Nikolai Ovenberg ...
Nov 15, 2023•48 min•Ep 45•Transcript available on Metacast Kenichiro Yoshida Sony Group Chair and CEO provide unique insight into one of the worlds most creative companies. He has been the CEO since 2018 and been really successful! How does he foster innovation, what innovations can we expect to see in gaming, music and entertainment? Tune in! The production team on this episode were PLAN-B's Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with input from portfolio manager Doug Shell. Links: Wat...
Nov 08, 2023•23 min•Ep 44•Transcript available on Metacast When did ''good enough'' become the same as ''perfect''? Why does society increasingly promote ideals that are hard to achieve? And what does perfectionism mean? Thomas Curran is a Professor at the London School of Economics. He is the world-leading expert on perfectionism. In 2023 he published his debut book, ‘The Perfection Trap.’ We will discuss his interesting book and much more! The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau ...
Nov 01, 2023•41 min•Ep 43•Transcript available on Metacast Iberdrola is at the forefront of the renewable energy revolution. Galán has led the company for over twenty years and has transformed the company into a global leader. Why is this transition going so slowly, what new technologies does he believe in, and where does he get his energy from? Tune in! The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke and portfolio manager Stein Birkeland. Lin...
Oct 18, 2023•32 min•Ep 42•Transcript available on Metacast Ajay joins to shed light on pressing issues, innovative solutions, and the trajectory of our global economy. Is it possible to achieve a liveable planet free of poverty? Tune in! The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke. Links: Watch the episode on YouTube: Norges Bank Investment Management - YouTube Want to learn more about the fund? The fund | Norges Bank Investment...
Oct 11, 2023•35 min•Ep 41•Transcript available on Metacast Ana is one of the most powerful people in global finance. She runs one of the world’s largest banks with over 160 million customers and over 200 000 employees. Ana shares unique insight into the future of banking, how to create a global culture and answer the question of do we still need the banks? The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke and portfolio manager Pablo De Castro Links: ...
Sep 27, 2023•30 min•Ep 40•Transcript available on Metacast The Norwegian Bjørn Gulden share unique insight into how it was to leave Puma for the main competitor Adidas. He also explains his plan to rebuild adidas, the relationship with Kanye West and why he makes quick decisions. The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke and portfolio manager John Santo Domingo. Links: Watch the episode on YouTube: Norges Bank Investment Management - YouTube ...
Sep 13, 2023•34 min•Ep 39•Transcript available on Metacast How does Sam envision a world where humans and AI coexist? How far into the future can he see, and when will AI completely change the way we live? Sam Altman, Founder and CEO of OpenAI, provides unique insights into how AI will impact the world going forward. Sam’s book recommendation: The Beginning of Infinity by David Deutsch The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke. Li...
Sep 06, 2023•49 min•Ep 38•Transcript available on Metacast How can you be generous without being taken advantage of? Why is it so difficult to change your mind? And what will the future of work look like? Adam Grant, arguably the world's most influential management thinker, joins us to discuss these questions and more. The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke. Links: Watch the episode on YouTube: Norges Bank Investment Management - YouT...
Aug 23, 2023•39 min•Ep 37•Transcript available on Metacast How should we regulate AI? How will AI impact the power balance between the US and China? And how does Microsoft navigate this complex landscape? In this episode, Brad Smith Vice Chair and President of Microsoft, shares his unique insights on these questions and more. We are also joined by Ulf Sverdrup, the leader of the Norwegian Institute of International Affairs, who will be offering his commentary. Ulf is a world-leading expert in international politics, making him the perfect guest for a di...
Aug 09, 2023•34 min•Ep 36•Transcript available on Metacast What’s the secret to McDonald's success globally? How do they use AI in their business? And why are McDonald's fries so good? Tune in and find out! The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschaug Johansen. Background research were done by Sigurd Brekke and Shilpi Nanda with input from portfolio manager Irene Jensen. Links: Watch the episode on YouTube: Norges Bank Investment Management - YouTube Want to learn more about the fund? The fund...
Jun 29, 2023•39 min•Ep 35•Transcript available on Metacast François Jackow CEO of Air Liquide How do you make billions of dollars out of air? Air Liquide is a French multinational company that sell industrial gases across the world. No industry will work well without gases. Tune in and learn more! The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with input from portfolio manager Arnab Seal. Links: Watch the episode on YouTube: Norges Bank Investment...
Jun 21, 2023•39 min•Ep 34•Transcript available on Metacast A thought-provoking conversation with the CEO of an industry giant, the powerhouse behind global energy for over a century, ExxonMobil. This is an important conversation you don’t want to miss. The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau. Background research was done by Sigurd Brekke and Shilpi Nanda with input from portfolio manager Ståle Lægreid. Links: Watch the episode on YouTube: Norges Bank Investment Management - YouTube Want to learn mo...
Jun 07, 2023•49 min•Ep 33•Transcript available on Metacast What’s the secret to Coca-Cola’s success? And what’s in the secret recipe? Tune in and find out! The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with input from portfolio manager John Santo Domingo. Links: Watch the episode on YouTube: Norges Bank Investment Management - YouTube Want to learn more about the fund? The fund | Norges Bank Investment Management ( nbim.no ) Follow Nicolai Tan...
May 24, 2023•38 min•Ep 32•Transcript available on Metacast 
