In Good Company with Nicolai Tangen

AI का बुलबुला कब फूटेगा? – रुचिर शर्मा

निकोलाई टैंगेन प्रसिद्ध अर्थशास्त्री और What Went Wrong with Capitalism के लेखक रुचिर शर्मा के साथ बातचीत करते हैं। वे मिलकर उन शक्तियों पर चर्चा करते हैं जो वैश्विक बाजारों को बदल रही हैं—अमेरिका की वृद्धि में AI की भूमिका, इस साल यूरोप और चीन के बेहतर प्रदर्शन के कारण, और वैश्विक बाजारों की बदलती गतिशीलताएँ। रुचिर गुणवत्ता वाले स्टॉक्स, ब्याज दरों, टैरिफ़ और टेक बबल के संभावित फटने के समय पर साहसिक भविष्यवाणियाँ भी साझा करते हैं। When will the AI bubble burst? - Ruchir Sharma Nicolai Tangen sits down with Ruchir Sharma, renowned economist and author of What Went Wrong with Capitalism, to dissect the forces reshaping global markets. They discuss AI's dominance in US growth, why Europe and China have outperformed America this year, and the shifting dynamics of global markets. Ruchir shares bold predictions on quality stocks, interest rates, tariffs, and when the tech bubble might burst. For english version, tune in on YouTube: https://youtu.be/zOOgmOKEZnw ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

HIGHLIGHTS: David Rubenstein

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/david-rubenstein-defining-great-investors-guiding-presidents/id1614211565?i=1000740533269&l=nb Nicolai Tangen sits down with David Rubenstein, founder and chairman of the Carlyle Group and host of the David Rubenstein Show. They explore what makes truly great investors, why going against conventional wisdom matters, and the critical importance of humility in business and leadership. David shares insights from his time working in the White House and from building one of the world's largest private equity firms, discussing different leadership styles, his philosophy on wealth and giving, his passion for preserving American history, and why staying engaged—rather than retiring—keeps you young and fulfilled. Tune in for a sharp, insightful episode you won’t want to miss! 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 Oscar Hjelde.   * Watch the episode on YouTube: Norges Bank Investment Management - YouTube [https://www.youtube.com/@norgesbankinvestmentmanage223] * Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no) [https://www.nbim.no/en/] * Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn [https://www.linkedin.com/in/nicolai-tangen/] * Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn [https://www.linkedin.com/company/12557/admin/feed/posts/] * Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram [https://www.instagram.com/explore/locations/1688331664768381/norges-bank-investment-management/] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

David Rubenstein: Defining Great Investors, Guiding Presidents and Preserving History

Nicolai Tangen sits down with David Rubenstein, founder and chairman of the Carlyle Group and host of the David Rubenstein Show. They explore what makes truly great investors, why going against conventional wisdom matters, and the critical importance of humility in business and leadership. David shares insights from his time working in the White House and from building one of the world's largest private equity firms, discussing different leadership styles, his philosophy on wealth and giving, his passion for preserving American history, and why staying engaged—rather than retiring—keeps you young and fulfilled. Tune in for a sharp, insightful episode you won’t want to miss! 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 Oscar Hjelde.   * Watch the episode on YouTube: Norges Bank Investment Management - YouTube [https://www.youtube.com/@norgesbankinvestmentmanage223] * Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no) [https://www.nbim.no/en/] * Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn [https://www.linkedin.com/in/nicolai-tangen/] * Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn [https://www.linkedin.com/company/12557/admin/feed/posts/] * Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram [https://www.instagram.com/explore/locations/1688331664768381/norges-bank-investment-management/] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

HIGHLIGHTS: John Stankey - CEO of AT&T

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/at-t-ceo-connecting-the-future-embracing-ai-and/id1614211565?i=1000739434512&l=nb What’s driving the next big shift in telecom? Nicolai Tangen talks with John Stankey, President and CEO of AT&T, about transforming a 150-year-old company for the AI era. They discuss why fiber infrastructure is critical, how AI will drive unprecedented data demand, and the role of satellite connectivity. John shares his philosophy on cultural change, managing 130,000 employees, and why AT&T is focused on North America. With millions of customers and major fiber investments underway, AT&T is positioning itself for the next decade. 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 Tobias Hyldmo and David Høysæter.   * Watch the episode on YouTube: Norges Bank Investment Management - YouTube [https://www.youtube.com/@norgesbankinvestmentmanage223] * Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no) [https://www.nbim.no/en/] * Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn [https://www.linkedin.com/in/nicolai-tangen/] * Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn [https://www.linkedin.com/company/12557/admin/feed/posts/] * Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram [https://www.instagram.com/explore/locations/1688331664768381/norges-bank-investment-management/] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

AT&T CEO: Connecting the Future, Embracing AI and Driving Cultural Change

What’s driving the next big shift in telecom? Nicolai Tangen talks with John Stankey, President and CEO of AT&T, about transforming a 150-year-old company for the AI era. They discuss why fiber infrastructure is critical, how AI will drive unprecedented data demand, and the role of satellite connectivity. John shares his philosophy on cultural change, managing 130,000 employees, and why AT&T is focused on North America. With millions of customers and major fiber investments underway, AT&T is positioning itself for the next decade. Tune in for an insightful conversation! 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 Tobias Hyldmo and David Høysæter.   * Watch the episode on YouTube: Norges Bank Investment Management - YouTube [https://www.youtube.com/@norgesbankinvestmentmanage223] * Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no) [https://www.nbim.no/en/] * Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn [https://www.linkedin.com/in/nicolai-tangen/] * Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn [https://www.linkedin.com/company/12557/admin/feed/posts/] * Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram [https://www.instagram.com/explore/locations/1688331664768381/norges-bank-investment-management/] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.