In Good Company with Nicolai Tangen

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.

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.

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!

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.

Vasant Narasimhan, CEO of Novartis and a physician-scientist, shares insights on pharmaceutical innovation and the role of AI in drug discovery. He discusses cutting-edge breakthroughs in cell therapies aimed at treating previously untreatable diseases. With a keen focus on Europe's pharmaceutical competitiveness, Vasant emphasizes the need for reform to enhance innovation. His leadership philosophy as a 'chief energy officer' intertwines health optimization and productivity, showcasing how personal well-being fuels corporate success.

Vas Narasimhan, the CEO of Novartis and a physician-scientist, discusses groundbreaking advancements in pharmaceuticals. He explores how AI is revolutionizing drug development and forming crucial partnerships with tech giants. Vas addresses Europe’s challenges in retaining competitiveness in the global market and emphasizes the need for coordinated reforms. He shares insights on the importance of leadership that prioritizes human connections and values resilience. His holistic approach to health and performance underscores the role of mindset and well-being in achieving innovation.

Børge Brende, President and CEO of the World Economic Forum, discusses the intricacies of navigating a polarized world. He delves into the challenges leaders face in achieving global cooperation, emphasizing the importance of trust and equal opportunities. The conversation touches on the contradictions of climate activism amid private jet travel at Davos, and explores how AI is transforming businesses while posing challenges for job markets. Brende offers insights into the delicate balance of fostering trade relationships amidst geopolitical tensions.

Børge Brende, President and CEO of the World Economic Forum, discusses global leadership in an increasingly polarized world. He emphasizes the importance of trust and equal opportunities for success, while navigating the complex landscape of climate change and digital transformation. The conversation covers the transformative impact of AI on business and geopolitics, highlights the role of Davos in fostering collaboration, and reflects on sustainability challenges alongside personal insights about education and hard work.

Ethan Mollick, a Wharton professor and the author of 'Co-Intelligence: Living and Working with AI,' joins Nicolai Tangen to discuss the urgent need for companies to adopt AI. He emphasizes the transformative potential of AI tools in enhancing workforce performance and reshaping hiring practices. Ethan warns against using AI solely for cost-cutting, advocating for innovative strategies that prioritize long-term success. He elaborates on the importance of collaboration between AI and employees, highlighting how organizations can avoid being left behind in the AI revolution.

This conversation features Ethan Mollick, a Wharton professor and author of 'Co-Intelligence: Living and Working with AI,' who explores how organizations can leverage AI's potential. He shares insights on the urgency of AI adoption and innovative strategies to foster collaboration rather than replacement. Topics include the rise of autonomous AI agents, challenges in employee adoption, and the importance of creating a supportive culture. Mollick also discusses the evolving role of AI in entrepreneurship and the need for effective training methods in a fast-changing landscape.