In Good Company with Nicolai Tangen

From New York, Nicolai Tangen joins Marthe Skaar to talk about his podcast conversation with Mike Milken, a pioneer of the high-yield market. They discuss how Milken questioned what the market considered safe, his method of changing people’s minds with simple questions, and how Nicolai prepares for interviews so he regrets fewer missed questions. Nicolai also shares what surprises him about how companies approach AI, and what happened at the fund’s tech day in New York. The two also swap childhood favourite books. Tune in!
Listen to In Good Company with Mike Milken: https://podcasts.apple.com/no/podcast/mike-milken-access-to-capital-the-american-dream-and/id1614211565?i=1000801138030

The Friday Wrap-Up is hosted by Marthe Skaar, Chief of Communications and External Relations, together with Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes of In Good Company air every Wednesday, with the Friday Wrap-Up following each week to break it all down.
Hosted on Acast. See acast.com/privacy for more information.

Who gets access to capital, and who gets left out? Nicolai Tangen talks with financier and philanthropist Mike Milken, a pioneer of the high-yield bond market, to trace how a chance encounter at 19 shaped a lifelong mission to widen access to capital. They discuss why the “safest” credit isn’t always what it seems, how private credit compares with the past, the Milken Center for Advancing the American Dream, and why medical research drives economic growth. Mike also shares what still motivates him at 80, how he sees the world through his grandchildren’s eyes, and why curiosity matters most. Hit play. Curiosity is the only prerequisite.
In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes every Wednesday, and don't miss our weekly wrap-up on Friday’s.
The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen. Background research was conducted by Karoline Woie.

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 Tangen on LinkedIn: Nicolai Tangen | LinkedIn
Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram
Hosted on Acast. See acast.com/privacy for more information.

On this week’s Friday Wrap-Up, Marthe Skaar catches up with Nicolai Tangen, joining from New York, to break down his podcast conversation with John Ketchum, CEO of NextEra Energy. They discuss how AI is driving a surge in demand for power, why nuclear and batteries are becoming more important, and the fund’s first direct investment in battery storage. Nicolai also shares his plans for his month in New York, and how he keeps his focus on the long term when the news gets noisy. Tune in!

Listen to In Good Company with John Ketchum, CEO of NextEra Energy: https://podcasts.apple.com/no/podcast/nextera-energy-ceo-powering-ai-nuclears-comeback-and/id1614211565?i=1000799741159

The Friday Wrap-Up is hosted by Marthe Skaar, Chief of Communications and External Relations, together with Nicolai Tangen, CEO of Norges Bank Investment Management, and produced by Isabelle Karlsson. New episodes of In Good Company air every Wednesday, with the Friday Wrap-Up following each week to break it all down.
Hosted on Acast. See acast.com/privacy for more information.

Who builds the power that AI runs on? Nicolai Tangen sits down with John Ketchum, President and CEO of NextEra Energy, the world's most valuable power company. They talk about the record-breaking merger set to reshape the US utility sector, the scale of investment needed to meet exploding electricity demand, the return of nuclear, and why NextEra would rather build the power than own the data centres. John also shares his leadership philosophy, built on surrounding yourself with people who aren't afraid to push back, and why family comes first. Tune in!
In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episodes every Wednesday, and don't miss our weekly wrap-up on Friday’s.
The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen and Håkon Klemsdal. Background research was conducted by Isabelle Karlsson.

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 Tangen on LinkedIn: Nicolai Tangen | LinkedIn
Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram
Hosted on Acast. See acast.com/privacy for more information.

On this week’s Friday Wrap-Up, Nicolai Tangen is joined by Daniel Balthasar, Co-Chief Investment Officer of Active Strategies at NBIM, for a closer look at the fund’s active side. Following this week’s podcast episode with Bill Ackman, they discuss the investment that made Daniel admire Ackman, whether NBIM is an index fund, and what the fund can learn from the best investors. Daniel also explains why challenging your own investment thesis can be so hard, and how he stays focused in a tougher year for active management. Tune in!

Listen to In Good Company with Bill Ackman, CEO of Pershing Square: https://podcasts.apple.com/no/podcast/bill-ackman-concentrated-investing-permanent-capital/id1614211565?i=1000798461455

This Friday Wrap-Up is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management, together with Daniel Balthasar, Co-Chief Investment Officer of Active Strategies. New episodes of In Good Company air every Wednesday, with the Friday Wrap-Up following each week to break it all down.
Hosted on Acast. See acast.com/privacy for more information.