How will drones and AI impact the logistics industry? And how does Carol Tomé manage 500 000 people? UPS delivers 21 million packages each day to over 220 countries around the world, equivalent to 2% of world GDP. You don’t want to miss this one. 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 Venetia Baden-Powell. Links: Watch the episode on YouTube: Norges B...
May 10, 2023•36 min•Ep 31•Transcript available on Metacast Have we reached peak inflation? Is there more economic turmoil to come? And how did he end up in a bar fight in Trinidad? 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 Mikael Modum Bilet Links: Watch the episode on YouTube: Norges Bank Investment Management - YouTube Want to learn more about the fund? The fund | Norges Bank Invest...
Apr 26, 2023•40 min•Ep 30•Transcript available on Metacast What’s the most important problems that AI can solve? How close are we to artificial general intelligence? And how can we use AI responsibly? 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 additional input from our portfolio manager Richard Green. Links: Watch the episode on YouTube: Norges Bank Investment Management - YouTube Want to learn more abo...
Apr 12, 2023•48 min•Ep 29•Transcript available on Metacast What’s the future of transportation? How will Uber adapt to autonomous vehicles? And what is their CEO’s Uber rating? 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 additional input from our portfolio manager John Santo Domingo. Links: Watch the episode on YouTube: Norges Bank Investment Management - YouTube Want to learn more about the fund? The fun...
Mar 29, 2023•33 min•Ep 28•Transcript available on Metacast “I'm very concerned that European citizens will have lack of access or much lower access to some of the new medicines” says CEO of Novo Nordisk. He also share some interesting perspectives about the importance of purpose and their new weight loss drug. The production team on this episode were PLAN-B’s Niklas Figenschau Johansen and Nikolai Ovenberg. Background research was done by Sigurd Brekke with input from portfolio manager Gemma Game. Links: Watch the episode on YouTube: Norges Bank In...
Mar 15, 2023•38 min•Ep 27•Transcript available on Metacast In this episode, Nicolai Tangen talks to Patrick Pouyanné Chairman and CEO at TotalEnergies, one of the largest energy companies in the world. Nicolai and Patrick discuss net zero, challenges and opportunities in the energy transition and Patrick share some fascinating insight of his past meetings with Vladimir Putin before the invasion. Unfortunately, we experienced some technical issues during the recording of this episode, which resulted in poor quality of sound. For those that find it hard t...
Mar 09, 2023•28 min•Ep 26•Transcript available on Metacast In this episode, Nicolai Tangen talks to Jean-Pascal Tricoire, CEO and Chairman of Schneider Electric, the world’s largest maker of electrical equipment. The group born out of the industrial revolution is now undergoing a 15-year transformation to a sustainable and digital age. Nicolai and Jean-Pascal discuss this transformation along with geopolitical challenges, doing business in China and India and new trends in digitization and decarbonization. The production team on this episode were...
Mar 01, 2023•38 min•Ep 25•Transcript available on Metacast What will come after AI? Is net zero in 2050 a realistic goal? And what does Bill Gates read? We will cover all this and much more in this special bonus episode! 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 Management ( nbim.no ) Follow N...
Feb 20, 2023•41 min•Ep 24•Transcript available on Metacast In this episode, Nicolai Tangen talks to Nandan Nilekani Co-founder and Chairman of Infosys, one of the world’s largest IT companies with more than 300 000 employees. Nandan has had an amazing career both at Infosys and for the Indian government where he led the biggest social project on the planet. The production team on this episode was PLAN-B’s Niklas Figenschaug Johansen and Martin Oftedal. Background research were done by Sigurd Brekke with additional input from Doug Shell. Links: Watch the...
Feb 08, 2023•31 min•Ep 23•Transcript available on Metacast In this episode, Nicolai Tangen talks to Henry Fernandez, CEO of MSCI, one of the largest index providers in the world. Nicolai and Henry discuss the power of index providers, and do they have too much influence? ESG investing and the current backlash in the US, will it remain? And Henry share many interesting personal stories about his upbringing and relationship with his father. The production team on this episode were PLAN-B’s Martin Oftedal. Background research were done by Sigurd Brekke wit...
Jan 25, 2023•31 min•Ep 22•Transcript available on Metacast In this episode, Nicolai Tangen talks to Larry Fink, CEO and Chairman of BlackRock, the largest fund in the world. Check out the episode to learn about how BlackRock became the largest fund in the world, the famous letter he writes annually and his thoughts on the ESG backlash. 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 Erlend Kvendseth. Links: Wat...
Jan 11, 2023•38 min•Ep 21•Transcript available on Metacast In this episode, Nicolai Tangen talks to CFO of General Electric, Carolina Dybeck Happe. She’s widely regarded as one of the best CFOs in the world. 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 Martin Prozesky. Links: Watch the episode on YouTube: Norges Bank Investment Management - YouTube Want to learn more about the fund? The fund | Norges Bank Inv...
Dec 14, 2022•28 min•Ep 20•Transcript available on Metacast In this episode, Nicolai Tangen talks to Albert Baehny, the Chairman of Lonza and Geberit. Albert was the first person Nicolai called for advice when he became CEO of the fund. Check out what his advice was 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 Emily Heaven, Justin Morris and Martin Prozesky. Links: Watch the episode on YouTube: ...
Dec 07, 2022•31 min•Ep 19•Transcript available on Metacast In this episode, Nicolai Tangen talks to Michael O’Leary, CEO of Ryanair. Check out the episode and learn about the secret sauce to Ryanair’s success, and find out if they ever tried to buy Norwegian? 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 Venetia Baden-Powell. Links: Watch the episode on YouTube: Norges Bank Investment Management - YouTube Want to le...
Nov 23, 2022•31 min•Ep 18•Transcript available on Metacast In this episode, Nicolai Tangen talks to Helena Helmersson, CEO of H&M Group, the second largest fashion retailer in the world. Do you know that we only wear our clothes seven times on average? Check this conversation learn more about the fashion industry! 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 Anthony Sleeman. Links: Watch the episode on YouTube:...
Nov 16, 2022•20 min•Ep 17•Transcript available on Metacast 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 ...
Nov 02, 2022•23 min•Ep 16•Transcript available on Metacast 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 add...
Oct 19, 2022•30 min•Ep 15•Transcript available on Metacast 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...
Oct 05, 2022•26 min•Ep 14•Transcript available on Metacast 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 Developmen...
Sep 28, 2022•27 min•Ep 13•Transcript available on Metacast 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 I...
Sep 21, 2022•23 min•Ep 12•Transcript available on Metacast 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 - Y...
Sep 07, 2022•36 min•Ep 11•Transcript available on Metacast 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: N...
Jun 29, 2022•44 min•Ep 10•Transcript available on Metacast 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 M...
Jun 22, 2022•30 min•Ep 9•Transcript available on Metacast In this episode Nicolai Tangen talks to Jochen Zeitz, CEO of Harley-Davidson. They discuss electrification, CEO pay, employee stock ownership and Jochen even shares his favourite place to ride a motorcycle! 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 Invest...
Jun 15, 2022•25 min•Ep 8•Transcript available on Metacast In this episode Nicolai Tangen talks to Jean-Jacques Guiony, CFO of LVMH. Mr Guiony gives a unique peek into the inner workings of the world's largest and most powerful luxury goods company. 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 manager Anthony Sleeman. Links: Watch the episode on YouTube: Norges Bank Investment Management - YouTube Wan...
Jun 01, 2022•29 min•Ep 7•Transcript available on Metacast In this episode Nicolai Tangen talks to Stephane Bancel, CEO of Moderna. They discuss vaccine rollouts, China’s zero-Covid policy, ethical dilemmas in the pharma industry 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 and Bård Ove Molberg with additional input from our portfolio manager Mark Dainty. Links: Watch the episode on YouTube: Norges Bank Investment Management - YouTube Want to lear...
May 18, 2022•29 min•Ep 6•Transcript available on Metacast In this episode Nicolai Tangen talks to Nicolas Hieronimus, CEO of L'Oréal. They discuss the future of the beauty industry, if people’s desire for beauty products is a good thing, and how are they looking at potential opportunities in the Metaverse? 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 manager Yvonne Sliden Langlo. Links: Watch th...
May 04, 2022•29 min•Ep 5•Transcript available on Metacast In this episode Nicolai Tangen talks to Henrik Ehrnrooth, CEO of Kone. They discuss Kone’s origin and company culture, their innovative edge and how Kone is dealing with its high exposure to China. They also discuss governance issues, and share some elevator stories! 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 manager Martin Prozesky. Links: ...
Apr 20, 2022•26 min•Ep 4•Transcript available on Metacast In this episode Nicolai Tangen talks to Mary Barra the CEO of General Motors. They discuss the transformation of the auto industry, challenges with leading a large organisation through crisis and how they deal with a large investor like us. 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: W...
Apr 05, 2022•30 min•Ep 3•Transcript available on Metacast In this episode, Nicolai Tangen talks to David Solomon, CEO of Goldman Sachs. They discuss the highly competitive financial services industry and how to attract the best talents and give their view on the equity market. They also discuss culture, leadership, inflation and speed! The production team on this episode were PLAN-B’s Tor-Erik Humlen and Olav Haraldsen Roen. Background research was done by Sigurd Brekke and Bård Ove Molberg with additional input from our portfolio manager F...
Mar 29, 2022•32 min•Ep 2•Transcript available on Metacast 
