In Good Company with Nicolai Tangen

Norges Bank Investment Management
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77 snips
Aug 27, 2025 • 48min

Robert Wallace: Managing Stanford’s Endowment, Balancing Risk, and Driving Innovation

In this engaging conversation, Robert Wallace, CEO of Stanford Management Company, shares his unique journey from professional ballet dancer to leading Stanford's $40 billion endowment. He discusses the challenges of managing university funds, particularly in a changing market, and the importance of strong investment partnerships. Wallace emphasizes how passion for the work drives success, beyond just financial gain, and reveals Stanford's innovative investment strategies that significantly impact students and research.
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25 snips
Aug 22, 2025 • 11min

HIGHLIGHTS: Christel Heydemann - CEO of Orange

Christel Heydemann, CEO of Orange Group and a transformative leader, discusses the future of telecommunications. She highlights the challenges of competition and market fragmentation in Europe, emphasizing the need for diverse suppliers. Christel also shares her direct leadership style, focusing on open communication and feedback. She discusses the importance of boldness and embracing failure for personal and company growth, offering insights into how these values shape corporate culture at Orange.
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82 snips
Aug 20, 2025 • 41min

Orange CEO: Telecommunications Future, Network Investment and Leadership

Christel Heydemann, CEO of Orange Group and a transformative leader with an engineering background, discusses the evolving landscape of telecommunications. She addresses the impact of AI on network traffic and the need for innovation amidst market challenges. Christel emphasizes the importance of connectivity in bridging the digital divide, particularly in underprivileged regions. With her direct leadership style, she shares insights on risk-taking, learning from failures, and navigating corporate culture in a state-influenced environment.
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9 snips
Aug 15, 2025 • 10min

HIGHLIGHTS: Brian Moynihan - CEO of Bank of America

Brian Moynihan, the CEO of Bank of America, shares insights from his 15 years at the helm of one of the world's largest banks. He highlights how AI is reshaping banking operations and improving customer relations. The conversation touches on the resilience of American consumers, their spending habits, and the impact of economic conditions on small businesses. Moynihan also discusses the challenges of navigating regulatory changes and the importance of maintaining a strong corporate culture amid transformation.
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198 snips
Aug 13, 2025 • 46min

Bank of America CEO: Economic Insights, Regulation, and Consumer Trends

Brian Moynihan, the dynamic CEO of Bank of America, shares his insights on navigating the banking sector through significant economic shifts. He discusses the transformative impact of AI on banking operations and the future of physical branches. Moynihan also highlights the challenges for small businesses post-COVID-19 and the need for stable economic policies. He emphasizes a high-performance culture and the importance of continuous learning, showcasing how adaptability is crucial in today's fast-paced financial landscape.
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164 snips
Aug 6, 2025 • 20min

Bonus: Advice to young people

Jensen Huang, the Founder and CEO of NVIDIA, shares his insights on building a fulfilling career. He emphasizes the power of thinking from first principles and the importance of falling in love with your work. Huang's contrarian view on passion is particularly compelling, as he discusses how love for what you do can shape your journey. He also explores the significance of curiosity, resilience, and mentorship, encouraging young people to tackle challenges head-on and cultivate meaningful relationships for long-term success.
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20 snips
Jul 11, 2025 • 11min

HIGHLIGHTS: Catherine MacGregor - CEO of Engie

Catherine MacGregor, CEO of Engie, leads one of Europe’s energy giants and is navigating the complexities of the ongoing energy crisis. She shares insights from her remarkable journey, transitioning from oil rigs in Congo to the helm of Engie. The discussion dives into the company's €25 billion investment in renewables, the critical balance between electrification and green molecules, and the hurdles facing hydrogen development. MacGregor emphasizes the importance of aligning a large workforce around sustainability to drive impactful change in the energy landscape.
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55 snips
Jul 9, 2025 • 59min

Engie CEO: Crisis Leadership, Green Transition, and Europe's Energy Future

Catherine MacGregor, CEO of Engie, shares her unique journey from oil rigs in Congo to leading a major energy company with 98,000 employees. She discusses navigating Europe through its energy crisis while committing to a green transition. Topics include Engie's ambitious €25 billion investment in renewables and plans to expand capacity to 95 gigawatts by 2030. Catherine also addresses challenges such as regulatory hurdles for hydrogen and the need for innovative infrastructure to ensure energy stability and support carbon neutrality.
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41 snips
Jul 4, 2025 • 10min

HIGHLIGHTS: Anthony Bolton

In this engaging conversation, legendary contrarian investor Anthony Bolton shares insights from his impressive tenure at Fidelity. He emphasizes that going against the crowd often leads to the best investment opportunities. Bolton explains why popular stocks can pose risks and discusses potential gains in the current market, focusing on China and US tech stocks. He highlights the importance of flexibility in investment strategies and the psychological traits that define successful contrarian investors. Tune in for a masterclass in thinking differently!
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264 snips
Jul 2, 2025 • 38min

The mindset of a contrarian investor – Anthony Bolton

Anthony Bolton, a legendary contrarian investor from Fidelity, shares his insights on thinking against the crowd. He discusses the risks of following popular sentiment and how discomfort can lead to unique investment opportunities. Bolton delves into current market dynamics, emphasizing potential in China and US tech stocks. He highlights the emotional resilience needed for contrarian strategies and the importance of adapting to evolving market conditions. The conversation offers a fascinating look at how dissenting opinions can enhance investment success.

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