In Good Company with Nicolai Tangen

What's the biggest challenge facing European banking today? Andrea Orcel, CEO of UniCredit, joins Nicolai Tangen to discuss transformation, scale, and technology's impact on banking. They explore Andrea's strategic moves with Commerzbank and Banco BPM, how AI is transforming everything from consumer loans to credit analysis, and the emerging role of stablecoins in payments. Andrea shares his leadership philosophy rooted in grit and empowerment, revealing how he rebuilt a winning culture across 69,000 employees. Under his leadership, UniCredit's transformation has generated outstanding returns for shareholders. Tune in for an insightful conversation!
In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.

The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson and Sigurd Brekke.

Watch the episode on YouTube: Norges Bank Investment Management - YouTube
Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram
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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/no/podcast/standard-chartered-ceo-global-banking-geopolitical/id1614211565?i=1000746957764&l=nb
Nicolai Tangen sits down with Bill Winters, Group CEO of Standard Chartered, one of the world's most globally distinctive banks. They discuss what it takes to rebuild a complex financial institution after crisis, the critical role of regulatory trust, and why Standard Chartered's presence across Asia, Africa, and the Middle East positions it as a true "connector bank." Bill shares his perspective on geopolitics, digital assets and blockchain technology, and AI's transformative impact on banking. He also reflects on lessons from his career at JP Morgan, his leadership philosophy, organizational culture, and how curiosity and empathy drive long-term success. Tune in for an insightful conversation!
In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.

The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson.

Watch the episode on YouTube: Norges Bank Investment Management - YouTube
Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram

Hosted on Acast. See acast.com/privacy for more information.

इस एपिसोड में, Nicolai Tangen की बातचीत अरिस्टा नेटवर्क्स की मशहूर CEO जयश्री उल्लाल से होती है। जयश्री समझाती हैं कि कैसे अरिस्टा आज के AI सिस्टम के लिए बड़े-बड़े नेटवर्क चलाता है, क्यों AI का ट्रैफिक पहले के सभी ट्रैफिक से बिल्कुल अलग है, और क्यों अब सबसे बड़ी रुकावट हार्डवेयर नहीं बल्कि बिजली की कमी है। वे अरिस्टा की कहानी बताती हैं—कैसे एक छोटी इंजीनियरिंग टीम जिसकी कमाई शून्य थी, दुनियाभर में लीडर बन गई, वो कल्चर जिसने कंपनी को सफल बनाया, और इलेक्ट्रिकल इंजीनियर से CEO बनने तक का उनका अपना सफर। यह एक खुली और गहरी बातचीत है जो लीडरशिप, नई सोच और AI की दुनिया में नेटवर्किंग के भविष्य के बारे में है।

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Jayshree Ullal - CEO of Arista Networks

In this episode, Nicolai Tangen sits down with Jayshree Ullal, the influential CEO of Arista Networks. Jayshree explains how Arista powers the demanding networks behind today’s AI systems, why AI traffic is fundamentally different from anything that came before, and why power—not hardware—is now the biggest constraint. She reflects on Arista’s evolution from a small engineering team with zero revenue to a global leader, the culture that shaped its success, and her own path from electrical engineer to CEO. A candid and insightful conversation about leadership, innovation, and the future of networking in an AI-driven world.
Hosted on Acast. See acast.com/privacy for more information.

Nicolai Tangen sits down with Bill Winters, Group CEO of Standard Chartered, one of the world's most globally distinctive banks. They discuss what it takes to rebuild a complex financial institution after crisis, the critical role of regulatory trust, and why Standard Chartered's presence across Asia, Africa, and the Middle East positions it as a true "connector bank." Bill shares his perspective on geopolitics, digital assets and blockchain technology, and AI's transformative impact on banking. He also reflects on lessons from his career at JP Morgan, his leadership philosophy, organizational culture, and how curiosity and empathy drive long-term success. Tune in for an insightful conversation!
In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.

The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson.

Watch the episode on YouTube: Norges Bank Investment Management - YouTube
Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram
Hosted on Acast. See acast.com/privacy for more information.

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/no/podcast/mala-gaonkar-building-surgocap-identifying-great-businesses/id1614211565?i=1000745986776&l=nb
What separates truly great businesses from the rest? Mala Gaonkar, founder of hedge fund SurgoCap Partners, joins Nicolai Tangen to discuss identifying companies with durable competitive advantages. They cover how old technologies disrupt in new ways, why she keeps her investment team deliberately small, and how data science helps reduce cognitive biases. Mala shares candid investment lessons including the pitfalls of shorting Nokia and not revisiting NVIDIA after selling. She also reflects on balancing her career with creative writing and philanthropic work in global health. With $6 billion in assets under management, SurgoCap proves that focus and curiosity drive results.
In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.

The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæther.

Watch the episode on YouTube: Norges Bank Investment Management - YouTube
Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram

Disclaimers: The information contained in this episode is for educational and informational purposes only and does not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities or related financial instruments.

The specific investment examples discussed during this podcast are included for illustrative purposes to indicate Mala Gaonkar’s investment process and strategy and the types of companies that Mala believes are representative of a particular theme. It should not be assumed that any investment discussed herein has been or will be profitable, or that recommendations made in the future will be profitable or will equal the investment performance of the specific investment examples discussed herein. There is no guarantee that companies mentioned in this podcast are those in which Surgo invests in or will be included in any Surgo portfolio in the future.

The trends and conclusions presented in this podcast reflect the opinions of Mala, based on her own analysis. As such, the opinions and conclusions expressed should not be viewed as definite or exhaustive, and other interpretations or outcomes are possible based on different perspectives or more comprehensive, or different, data.
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