Join us for an exciting drive with Oliver Blume, the CEO of Porsche & Volkswagen! Oliver talks about his love of cars, the magic of the Porsche 911, Chinese competition in the EV market and how he splits his time leading two companies. When Porsche got listed in 2022, we were a cornerstone investor, and today we own over 1% of Porsche and Volkswagen. We are in the race together, so let us go for a ride. The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau Jo...
May 15, 2024•36 min•Ep 70•Transcript available on Metacast What is trust, and why is it so easy to tear down? In this episode, world leading expert on trust, Rachel Botsman, addresses the challenges of building and maintaining trust. Nicolai and Rachel explore the key moments that foster trust and the essential elements of building strong, enduring relationships in today's digital world. The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was conducted by Kristian Haga. Watch the episode o...
May 08, 2024•43 min•Ep 69•Transcript available on Metacast Since founding Citadel in 1990, Ken Griffin has become one of the most successful investors of all time. In this episode, Ken shares his journey from starting Citadel after university, to leading the world's most successful hedge fund. He also shares valuable advice on politics and maintaining resilience in a volatile economic landscape. The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was conducted by Kristian Haga and Erik Den...
May 01, 2024•45 min•Ep 68•Transcript available on Metacast Marc Andreessen, a pioneering Silicon Valley entrepreneur and co-founder of the influential venture capital firm Andreessen Horowitz, talks to Nicolai Tangen at our annual investment conference. In this engaging conversation, he shares insights on how to make money in today's economy, the global AI race, the competitiveness between Europe and the US, and much more. The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was conducted b...
Apr 28, 2024•18 min•Ep 67•Transcript available on Metacast Wael Sawan is a Lebanese Canadian business executive who became CEO of Shell in 2023. He shares unique insights into navigating the complex landscape of energy transition, aiming for sustainability while meeting global energy demands. In this episode, Wael also shares his personal story and advice to young people. The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was conducted by Kristian Haga and Isabelle Karlsson, with input fr...
Apr 24, 2024•49 min•Ep 66•Transcript available on Metacast In this bonus episode, Sal talks about how he revolutionized global education with his innovative approach to learning. His videos have educated millions across the globe. Sal also shares his journey from hedge funds to educational philanthropy and discusses the transformative power of AI in education. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research were done by Sigurd Brekke and Isabelle Karlsson. Watch the episode on YouTube: ...
Apr 17, 2024•43 min•Ep 65•Transcript available on Metacast This was a Live recording on X Spaces with Elon Musk. Tune in for his unique insight into the future of AI, space exploration, Mars, free speech and much more. You don’t want to miss this one! The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research were done by Sigurd Brekke and Isabelle Karlsson with input from portfolio manager Doug Shell, Arnab Seal and Trym Torvund. Links: Watch the episode on YouTube: Norges Bank Investment Management ...
Apr 09, 2024•47 min•Ep 64•Transcript available on Metacast Joe Tsai is chair and co-founder of Alibaba, one of the world’s largest companies with over a billion consumers. Joe shares unique insight in the Chinese economy and consumer, how he met Jack Ma, and how far behind China is from the US when it comes to AI development. Joe is also a huge sports fan and owns the NBA basketball team Brooklyn Nets. We own almost 2% of the company, and it's one of our largest holdings in Asia. So, a lot to talk about, tune in! Links: Watch the episode on YouTube: Nor...
Apr 03, 2024•38 min•Ep 63•Transcript available on Metacast Tony Xu founded this company as a student and has since transformed it into a global leader in food delivery. Tony shares unique insights into how he made DoorDash a success, his vision for the future of delivery, the war on bits and atoms, and how to organize the physical world. Join us as we explore the world of DoorDash with the very impressive CEO. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke, with i...
Mar 27, 2024•51 min•Ep 62•Transcript available on Metacast 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 
