# In Good Company: the investor podcast, by episode

> In Good Company: The head of the world's largest sovereign wealth fund with the leaders it invests in. 296 episodes, each linked to the investors in it.

Source: https://millionrounds.com/podcasts/in-good-company (Millionrounds; every figure on the page links to its filing or article)

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.

Follow on Apple PodcastsBrowse the episodes

**296** episodes

**49** investors heard as guests

**32 min** an average episode

107 in the last 12 months

## The regulars

Investors named as guests in the most episode titles on In Good Company.

[AB *2* **Anthony Bolton** 2 episodes](https://millionrounds.com/person/anthony-bolton)[AE *2* **Ariel Emanuel** Endeavor](https://millionrounds.com/person/ariel-emanuel)[CL *2* **Christine Lagarde** European Union](https://millionrounds.com/person/christine-lagarde)[DP *2* **Daniel Pink** 2 episodes](https://millionrounds.com/person/daniel-pink)[DR *2* **David Rubenstein** The Carlyle Group](https://millionrounds.com/person/david-rubenstein)[MG *2* **Mike Gitlin** Capital Group Private Client Services](https://millionrounds.com/person/mike-gitlin)[RW *2* **Robert Wallace** Blackstone Group](https://millionrounds.com/person/robert-wallace)[SD *2* **Stan Druckenmiller** 2 episodes](https://millionrounds.com/person/stan-druckenmiller)[VR *2* **Venki Ramakrishnan** Ahren Innovation Capital](https://millionrounds.com/person/venki-ramakrishnan)[ZB *2* **Zak Brown** 2 episodes](https://millionrounds.com/person/zak-brown)[AG *1* **Adam Grant** Columbia Capital](https://millionrounds.com/person/adam-grant)[AF *1* **Adena Friedman** Nasdaq Ventures](https://millionrounds.com/person/adena-friedman)

## Every episode 296 · page 1 of 10

- 296 **Friday Wrap-Up: Lessons from Google’s Former CEO and Europe’s AI Regulation Problem** 23 Oct 2026 · 11 min [Google](https://millionrounds.com/fund/google-assistant-investments) 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… ▶Show page
- 295 **Eric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind** 21 Oct 2026 · 43 min [Google](https://millionrounds.com/fund/google-assistant-investments) 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?… ▶Show page
- 294 **Friday Wrap-Up: Online Dating and the Portfolio Manager Debrief** 16 Oct 2026 · 13 min [Spencer Rascoff](https://millionrounds.com/fund/spencer-rascoff) 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… ▶Show page
- 293 **Match Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic** 14 Oct 2026 · 44 min [Spencer Rascoff](https://millionrounds.com/fund/spencer-rascoff) 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… ▶Show page
- 292 **Friday Wrap-Up: Lessons from a Former Boss and the Decline of Shareholder Rights** 9 Oct 2026 · 12 min 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… ▶Show page
- 291 **John Armitage: How He Invests, Building Egerton, and What Worries Him About AI** 7 Oct 2026 · 54 min 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… ▶Show page
- 290 **Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading** 2 Oct 2026 · 12 min 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… ▶Show page
- 289 **Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed** 30 Sept 2026 · 47 min 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… ▶Show page
- 288 **Friday Wrap-Up: A President's View on Global Power and Learning from Big Tech** 25 Sept 2026 · 11 min 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… ▶Show page
- 287 **President Alexander Stubb: A Changing World Order, Democracies Facing AI, and Golfing with Trump** 23 Sept 2026 · 50 min 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… ▶Show page
- 286 **Friday Wrap-Up: A Guru of Simplification and the AI Slowdown Debate** 18 Sept 2026 · 14 min 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… ▶Show page
- 285 **Jon McNeill: The Algorithm Behind Tesla and SpaceX, Why Automation Should Come Last, and Setting Unrealistic Goals** 16 Sept 2026 · 36 min [Elon Musk](https://millionrounds.com/fund/elon-musk)[General Motors](https://millionrounds.com/fund/general-motors) 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… ▶Show page
- 284 **Friday Wrap-up: Physical AI and China's Speed Advantage** 11 Sept 2026 · 13 min 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… ▶Show page
- 283 **XPeng Co-President: China's EV Race, Flying Cars and Humanoid Robots** 10 Sept 2026 · 49 min 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… ▶Show page
- 282 **Friday Wrap-Up: Leadership Longevity and Nicolai's biggest regret** 4 Sept 2026 · 15 min 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:… ▶Show page
- 281 **John Deere CEO: Farming's Future, Autonomous Tractors and AI in the Field** 2 Sept 2026 · 38 min 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… ▶Show page
- 280 **Friday Wrap-Up: A Hedge Fund Legend and Reflections on the Global AI Race** 28 Aug 2026 · 13 min [Marshall Wace](https://millionrounds.com/fund/marshall-wace) 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… ▶Show page
- 279 **Sir Paul Marshall: Why Markets Are Getting More Competitive, The Logic of Shorting, and Building TOPS** 26 Aug 2026 · 1h 12m [Marshall Wace](https://millionrounds.com/fund/marshall-wace) 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… ▶Show page
- 278 **Ørsted CEO: Offshore Wind's Boom and Bust, America's Pushback and Rebuilding Trust** 19 Aug 2026 · 50 min 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… ▶Show page
- 277 **Bonus: Advice to young people** 11 Aug 2026 · 14 min [Dylan Field](https://millionrounds.com/fund/dylan-field)[Christel Heydemann](https://millionrounds.com/person/christel-heydemann)[David Rubenstein](https://millionrounds.com/person/david-rubenstein) 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… ▶Show page
- 276 **HIGHLIGHTS: Susan Cain** 7 Aug 2026 · 11 min 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… ▶Show page
- 275 **Susan Cain: Why Introverts Make Great Leaders, Staying Human in the AI Age and the Bittersweet Life** 5 Aug 2026 · 38 min 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… ▶Show page
- 274 **Bonus: How do CEO’s stay fit?** 29 Jul 2026 · 25 min 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… ▶Show page
- 273 **वेंकी रामाकृष्णन: लंबी उम्र जीने का विज्ञान और उसका हाइप (Hindi version)** 24 Jul 2026 · 48 min [Venki Ramakrishnan](https://millionrounds.com/person/venki-ramakrishnan) 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… ▶Show page
- 272 **HIGHLIGHTS: Venki Ramakrishnan** 24 Jul 2026 · 11 min [Venki Ramakrishnan](https://millionrounds.com/person/venki-ramakrishnan) 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… ▶Show page
- 271 **Venki Ramakrishnan: The Science and Hype of Living Longer** 22 Jul 2026 · 48 min [Venki Ramakrishnan](https://millionrounds.com/person/venki-ramakrishnan) 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… ▶Show page
- 270 **HIGHLIGHTS: Eliot Higgins** 17 Jul 2026 · 11 min 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… ▶Show page
- 269 **Eliot Higgins: How Bellingcat Hunts Down the Truth** 15 Jul 2026 · 39 min 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… ▶Show page
- 268 **HIGHLIGHTS: John Graham - CEO of CPP Investments** 10 Jul 2026 · 10 min [CPP Investments](https://millionrounds.com/fund/cpp-investments) 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… ▶Show page
- 267 **CPP Investments CEO: The Canadian Model, Public vs Private and Investing for 22 Million Canadians** 8 Jul 2026 · 44 min [CPP Investments](https://millionrounds.com/fund/cpp-investments) 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… ▶Show page

## Who the show talks about

Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.

[**Google** *7*](https://millionrounds.com/fund/google-assistant-investments)[B **Bill Gates** *3*](https://millionrounds.com/fund/bill-gates)[D **Dylan Field** *3*](https://millionrounds.com/fund/dylan-field)[**Elon Musk** *3*](https://millionrounds.com/fund/elon-musk)[**General Motors** *3*](https://millionrounds.com/fund/general-motors)[**Apollo** *2*](https://millionrounds.com/fund/apollo-global-management)[C **CPP Investments** *2*](https://millionrounds.com/fund/cpp-investments)[C **Christel Heydemann** *2*](https://millionrounds.com/person/christel-heydemann)[**Eli Lilly** *2*](https://millionrounds.com/fund/eli-lilly)[**Endeavor** *2*](https://millionrounds.com/fund/endeavor)[F **Fidelity** *2*](https://millionrounds.com/fund/fidelity)[G **George Soros** *2*](https://millionrounds.com/fund/george-soros)

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