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8min chapter
20VC: Managing the Largest Sovereign Wealth Fund in the World: $1.55 Trn of Assets & Owning 1.5% of all Listed Companies with Nicolai Tangen, CEO @ Norges Bank Investment Management
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Strategic Investment Decisions and Market Dynamics
The chapter delves into the decision-making process of a large public sector fund, exploring their investment strategy in private equity and AI companies like Microsoft, Nvidia, and AMD. Insights on alternative data sources, preparation for interviews with industry leaders, and the impact of interviews on asset pricing are discussed. Additionally, the conversation touches on the chip shortage in the tech industry, principles of capitalism, and the importance of adaptability and holding unpopular beliefs for long-term gains.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode