LPs · new episode 23 Oct 2026
In Good Company
Hosted by Nicolai Tangen, Norges Bank Investment Management
The head of the world's largest sovereign wealth fund with the leaders it invests in.
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Investors named as guests in the most episode titles on In Good Company.
Every episode 296 · page 1 of 10
- 296Friday Wrap-Up: Lessons from Google’s Former CEO and Europe’s AI Regulation Problem23 Oct 2026 · 11 minGoogle▶Show page
About this episode
This week’s Friday Wrap-Up looks back at Nicolai Tangen’s podcast conversation with Eric Schmidt, former CEO of Google and one of the most influential voices on AI. Marthe Skaar and Nicolai discuss how investors should think about a business model where a new AI model takes about six months to build and may be out…
- 295Eric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind21 Oct 2026 · 43 minGoogle▶Show page
About this episode
Eric Schmidt has watched the technology industry reinvent itself again and again, and he is convinced this wave is the biggest yet. The former CEO of Google, today one of the leading voices on AI, joins Nicolai Tangen for a conversation about agents, superintelligence and power. Where does this leave large companies?…
- 294Friday Wrap-Up: Online Dating and the Portfolio Manager Debrief16 Oct 2026 · 13 minSpencer Rascoff▶Show page
About this episode
This week’s Friday Wrap-Up looks at Nicolai Tangen’s podcast conversation with Spencer Rascoff, CEO of Match Group, the company behind dating apps like Tinder and Hinge. With Marthe Skaar in Oslo and Nicolai in London, they discuss how online dating has changed the way people meet, the algorithm Rascoff compares to a…
- 293Match Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic14 Oct 2026 · 44 minSpencer Rascoff▶Show page
About this episode
What actually makes two strangers match? Nicolai Tangen is joined by Spencer Rascoff, CEO of Match Group, the company behind Tinder, Hinge and a dozen other dating apps, for a conversation about how modern romance really works. They get into the algorithm doing the matchmaking, what separates a profile that works from…
- 292Friday Wrap-Up: Lessons from a Former Boss and the Decline of Shareholder Rights9 Oct 2026 · 12 min▶Show page
About this episode
This week's Friday Wrap-Up looks back at Nicolai Tangen's podcast conversation with John Armitage, his former boss and a man he calls one of the most important people in his life. Marthe and Nicolai discuss what Armitage taught him about analysing companies, why the best investors tend to be humble, and why Armitage…
- 291John Armitage: How He Invests, Building Egerton, and What Worries Him About AI7 Oct 2026 · 54 min▶Show page
About this episode
Nobody has taught Nicolai as much about investing as John Armitage. First as his largest client, later as his boss for five years at Egerton Capital. For this episode the two meet in London, where John walks through his approach to investing: what makes a company worth the time, why pricing power matters more than…
- 290Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading2 Oct 2026 · 12 min▶Show page
About this episode
Back in Oslo this week, Marthe Skaar and Nicolai Tangen sit down together for a Friday Wrap-Up to talk about his podcast conversation with Dr. Kai Yu, founder and CEO of Horizon Robotics. They look at the role Horizon plays in the self-driving car industry, how China's tightly linked supplier networks create an edge…
- 289Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed30 Sept 2026 · 47 min▶Show page
About this episode
Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed Who makes the brain inside a self-driving car? Nicolai Tangen sits down with Dr. Kai Yu, founder and CEO of Horizon Robotics, the company supplying the chips and software behind one in three intelligent cars on Chinese roads. They discuss why he…
- 288Friday Wrap-Up: A President's View on Global Power and Learning from Big Tech25 Sept 2026 · 11 min▶Show page
About this episode
On this week's Friday Wrap-Up, Marthe Skaar catches up with Nicolai Tangen, joining from San Francisco, to break down his podcast conversation with Alexander Stubb, President of Finland. They discuss Stubb's view that the world is at a major geopolitical turning point, why he believes the Global South will shape what…
- 287President Alexander Stubb: A Changing World Order, Democracies Facing AI, and Golfing with Trump23 Sept 2026 · 50 min▶Show page
About this episode
How are democracies adapting to the new technology? In this episode, Nicolai Tangen talks with Alexander Stubb, President of Finland, about defence, diplomacy and the shifting world order. They discuss why Finland kept its defences strong long before joining NATO, how the war in Ukraine might end, what AI is doing to…
- 286Friday Wrap-Up: A Guru of Simplification and the AI Slowdown Debate18 Sept 2026 · 14 min▶Show page
About this episode
On this week's Friday Wrap-Up, Marthe Skaar calls in from Singapore to catch up with Nicolai Tangen, joining from New York, to break down his podcast conversation with Jon McNeill, author of “The Algorithm" and a leading voice on simplifying business processes. They discuss his rule to question every requirement…
- 285Jon McNeill: The Algorithm Behind Tesla and SpaceX, Why Automation Should Come Last, and Setting Unrealistic Goals16 Sept 2026 · 36 minElon MuskGeneral Motors▶Show page
About this episode
Nicolai Tangen sits down with Jon McNeill, CEO and Co-Founder of DVx Ventures and author of The Algorithm: The Hypergrowth Formula That Transformed Tesla, Lululemon, General Motors and SpaceX . Having spent three years as President of Tesla reporting directly to Elon Musk before serving as COO of Lyft, McNeill draws…
- 284Friday Wrap-up: Physical AI and China's Speed Advantage11 Sept 2026 · 13 min▶Show page
About this episode
Is it possible to compete with Chinese car companies? In this week's Friday Wrap-Up, Marthe Skaar sits down with Nicolai Tangen to break down his podcast conversation with Brian Gu, Vice Chairman and Co-President of XPeng. They discuss why Gu calls XPeng a "physical AI company" rather than a carmaker, China's race…
- 283XPeng Co-President: China's EV Race, Flying Cars and Humanoid Robots10 Sept 2026 · 49 min▶Show page
About this episode
When will humanoid robots outnumber humans? Nicolai Tangen sits down with Brian Gu, Vice Chairman and Co-President of XPeng, who describes XPeng as a "physical AI" business rather than just a carmaker. They discuss XPeng's ventures into flying cars and humanoid robots, both built on the same core technology as its…
- 282Friday Wrap-Up: Leadership Longevity and Nicolai's biggest regret4 Sept 2026 · 15 min▶Show page
About this episode
In this week's Friday Wrap-Up, Marthe Skaar sits down with Nicolai Tangen for a debrief on the podcast episode with the CEO of John Deere, news about the fund and the markets, and what's on Nicolai’s agenda for the weekend. Nicolai reflects on what surprised him most from the conversation wit the CEO of John Deere:…
- 281John Deere CEO: Farming's Future, Autonomous Tractors and AI in the Field2 Sept 2026 · 38 min▶Show page
About this episode
What does farming look like when the tractor drives itself? Nicolai Tangen sits down with John May, CEO of John Deere, to explore how a 190-year-old tractor maker became one of the most advanced technology companies in agriculture. They discuss AI-powered computer vision that cut herbicide use by 60%, the shift toward…
- 280Friday Wrap-Up: A Hedge Fund Legend and Reflections on the Global AI Race28 Aug 2026 · 13 minMarshall Wace▶Show page
About this episode
Introducing a brand-new podcast series: The Friday Wrap-Up! Tables have turned. Marthe Skaar, Chief of Communications and External Relations at NBIM, sits down with Nicolai Tangen, for a debrief on the latest podcast episode, news about the fund and the markets, and life behind the scenes. In this first edition, they…
- 279Sir Paul Marshall: Why Markets Are Getting More Competitive, The Logic of Shorting, and Building TOPS26 Aug 2026 · 1h 12mMarshall Wace▶Show page
About this episode
What does it take to build one of the world's most successful hedge funds, and keep innovating for nearly 30 years? Nicolai Tangen sits down with Sir Paul Marshall, co-founder of Marshall Wace, to unpack the firm's journey from a $50 million startup in 1997 to a firm managing $90 billion today. They dig into TOPS, the…
- 278Ørsted CEO: Offshore Wind's Boom and Bust, America's Pushback and Rebuilding Trust19 Aug 2026 · 50 min▶Show page
About this episode
Nicolai Tangen sits down with Rasmus Errboe, CEO of Ørsted, the world's largest offshore wind company, to discuss the company's evolution from a Danish oil and gas business into a pure-play renewables leader. They talk through the US government's stop-work order on an 80%-built project, the lawsuit that followed, and…
- 277Bonus: Advice to young people11 Aug 2026 · 14 minDylan FieldChristel HeydemannDavid Rubenstein▶Show page
About this episode
In this special episode of In Good Company, Nicolai Tangen revisits the question he asks all his guests – what's your advice to young people? McLaren Racing's Zak Brown explains why you need mentors at every stage. Novartis CEO Vas Narasimhan reflects on a career that rarely went to plan. Investor Paul Singer offers…
- 276HIGHLIGHTS: Susan Cain7 Aug 2026 · 11 min▶Show page
About this episode
We've curated a special 10-minute version of the podcast for those in a hurry. Here you can listen to the full episode: https://podcasts.apple.com/us/podcast/susan-cain-why-introverts-make-great-leaders-staying/id1614211565?i=1000779980999 What does it take to thrive as a quiet person in a world that rewards the…
- 275Susan Cain: Why Introverts Make Great Leaders, Staying Human in the AI Age and the Bittersweet Life5 Aug 2026 · 38 min▶Show page
About this episode
What does it take to thrive as a quiet person in a world that rewards the loudest voice? Nicolai Tangen sits down with Susan Cain, author of the bestsellers Quiet and Bittersweet , whose work gave millions of introverts a voice. They explore why authenticity will be the great advantage in the age of AI, what defines…
- 274Bonus: How do CEO’s stay fit?29 Jul 2026 · 25 min▶Show page
About this episode
Across every episode of In Good Company, Nicolai Tangen ends up asking the same quietly revealing questions: when do you get up, how do you sleep, what do you do to switch off? In this special bonus, he gathers some of the most fascinating of those answers, ice baths and ocean swims, silent retreats and breathing…
- 273वेंकी रामाकृष्णन: लंबी उम्र जीने का विज्ञान और उसका हाइप (Hindi version)24 Jul 2026 · 48 minVenki Ramakrishnan▶Show page
About this episode
हम वाकई कितने करीब हैं हमेशा के लिए जीने के? लॉन्जेविटी (लंबी उम्र) आज दुनिया के सबसे चर्चित विषयों में से एक बन गया है, इसमें भारी निवेश हो रहा है और ज़्यादा जीने के तरीकों को लेकर राय की कोई कमी नहीं। विज्ञान को हाइप से अलग करने के लिए निकोलाई टैंगन बात करते हैं सर वेंकी रामाकृष्णन से, रसायन विज्ञान के नोबेल पुरस्कार…
- 272HIGHLIGHTS: Venki Ramakrishnan24 Jul 2026 · 11 minVenki Ramakrishnan▶Show page
About this episode
We've curated a special 10-minute version of the podcast for those in a hurry. Here you can listen to the full episode: https://podcasts.apple.com/us/podcast/venki-ramakrishnan-the-science-and-hype-of-living-longer/id1614211565?i=1000777814000 How close are we, really, to living forever? Longevity has become one of…
- 271Venki Ramakrishnan: The Science and Hype of Living Longer22 Jul 2026 · 48 minVenki Ramakrishnan▶Show page
About this episode
How close are we, really, to living forever? Longevity has become one of the hottest topics in the world, drawing huge investment and endless opinions about how to live longer. To separate science from hype, Nicolai Tangen turns to Sir Venki Ramakrishnan, Nobel laureate in chemistry, former President of the Royal…
- 270HIGHLIGHTS: Eliot Higgins17 Jul 2026 · 11 min▶Show page
About this episode
We've curated a special 10-minute version of the podcast for those in a hurry. Here you can listen to the full episode: https://podcasts.apple.com/us/podcast/in-good-company-with-nicolai-tangen/id1614211565 This live recorded episode of In Good Company features Eliot Higgins, founder of Bellingcat, the world's…
- 269Eliot Higgins: How Bellingcat Hunts Down the Truth15 Jul 2026 · 39 min▶Show page
About this episode
This live recorded episode of In Good Company features Eliot Higgins, founder of Bellingcat, the world's leading open source investigative collective, a self-taught college dropout who began tracking the Syrian war from his kitchen table. Together with Nicolai Tangen, he unpacks how his team unmasked Navalny's…
- 268HIGHLIGHTS: John Graham - CEO of CPP Investments10 Jul 2026 · 10 minCPP Investments▶Show page
About this episode
We've curated a special 10-minute version of the podcast for those in a hurry. Here you can listen to the full episode: https://podcasts.apple.com/us/podcast/in-good-company-with-nicolai-tangen/id1614211565 Canada's pension funds have become a blueprint for institutional investing worldwide, and John Graham runs…
- 267CPP Investments CEO: The Canadian Model, Public vs Private and Investing for 22 Million Canadians8 Jul 2026 · 44 minCPP Investments▶Show page
About this episode
Canada's pension funds have become a blueprint for institutional investing worldwide, and John Graham runs the largest of them. Nicolai Tangen sits down with the CEO of CPP Investments, manager of $800 billion on behalf of 22 million Canadians, for a conversation spanning strategy and leadership. They explore the…
Who the show talks about
Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.
