In Good Company with Nicolai Tangen

In this intriguing discussion, Thomas Schinecker, CEO of Roche and a visionary in oncology and diagnostics, explores the future of cancer treatment and the revolutionary role of AI in drug discovery. He highlights the rapid growth of China's healthcare innovation and its impact on global standards, while addressing Europe's struggles with clinical trial competitiveness. Schinecker also shares insights on Roche's push for personalized medicine and the importance of a collaborative ecosystem in driving advancements in patient care.

Marc Rowan, CEO and co-founder of Apollo Global Management, discusses the firm’s meteoric rise from $40 billion to over $700 billion in assets. He dives into how private credit is reshaping the banking landscape and challenges misconceptions about direct lending. The conversation highlights investment strategies, emphasizing the importance of purchase price amid inflated market valuations. Rowan also shares insights on navigating economic risks related to geopolitical tensions and expresses optimism about future work opportunities.

Marc Rowan, CEO and co-founder of Apollo Global Management, shares insights on navigating the fast-changing financial landscape. He discusses the transformative role of private markets and credit, emphasizing innovative strategies amid regulatory shifts. Rowan highlights the balance of investor returns and unique investment philosophies while reflecting on servant leadership and effective team culture. He delves into personal leadership experiences and the critical nature of communication in business, offering valuable lessons for future professionals in the industry.

Stan Druckenmiller, a legendary investor celebrated for his macroeconomic insights, shares his wisdom with Nicolai Tangen. He reveals his winning strategy of quick investment decisions, exemplified by his approach to NVIDIA. Druckenmiller discusses significant market events, such as his historic bet against the British pound. He emphasizes inflation risks, the potential of AI in investing, and the pivotal role of the Fed in shaping the future of tech, while reflecting on lessons from mentor George Soros.

Stan Druckenmiller, a legendary investor known for his macroeconomic insights, candidly shares his unique trading tactics, including his famous bet against the British pound. He discusses inflation risks, critiques the Fed's strategies, and reflects on what keeps him ahead, such as the rise of AI in investing. With anecdotes from his time at Soros Fund Management, he highlights the emotional challenges of trading and the importance of mentorship and passion in finance, providing invaluable lessons for aspiring investors.

Peter Harrison, CEO of Schroders, delves into the shifting tides of investment management. He examines the challenges facing the UK market, including regulatory hurdles and the impact of Brexit. The conversation shifts to the integration of AI in asset management, emphasizing its potential for enhancing portfolio strategies. Harrison also discusses the importance of building resilient teams, fostering innovation, and learning from failures in the face of evolving global dynamics. His insights are invaluable for professionals navigating the modern financial landscape.

In this engaging discussion, Peter Harrison, CEO of Schroders, shares insights from one of Europe’s leading asset managers. He emphasizes the critical shift towards private markets and the transformative role of AI in investment strategies. Harrison also highlights the need for resilient teams and strong leadership, advocating for a culture that embraces risk. Reflecting on challenges in the UK market post-Brexit, he frames the importance of adapting to geopolitical dynamics, especially in China. A must-listen for those navigating the evolving finance landscape!

Vinod Khosla, co-founder of Sun Microsystems and founder of Khosla Ventures, shares his insights on transformative technologies. He emphasizes the significance of the improbable in investment decisions. The conversation dives into the future of robotics and AI's role in healthcare, highlighting innovations like personalized medicine and nuclear fusion. Khosla encourages young entrepreneurs to embrace bold risks and explore unique opportunities in a rapidly evolving tech landscape.

Vinod Khosla, co-founder of Sun Microsystems and founder of Khosla Ventures, shares his insights on the necessity of embracing the improbable in shaping the future. He discusses how AI and robotics are set to revolutionize medicine and labor, while also predicting significant shifts in education and public transit. Khosla emphasizes the importance of bold risks in innovation, the evolving landscape of mineral discovery, and the need for society to adapt to technological advancements with policies like universal basic income.

Jens Stoltenberg, former NATO Secretary General and Norwegian Prime Minister, dives into pressing global security issues. He discusses the critical situation in Ukraine, emphasizing Western unity against autocracies and the importance of supporting Ukraine's sovereignty. The conversation also touches on the EU's role in bolstering defense policies and the revolutionary impact of AI in modern warfare. Stoltenberg shares insights on navigating political consensus and the value of collaboration for effective leadership in today's complex geopolitical landscape.