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/arista-networks-ceo-the-ai-infrastructure-boom-power/id1614211565?i=1000743264525&l=nb

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.

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 Une Solheim.

• 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
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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.

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 Une Solheim.

• 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:

This week, Nicolai Tangen sits down with Saul Perlmutter, Nobel Prize–winning physicist and one of the world’s leading cosmologists. Famous for discovering that the universe is not just expanding but accelerating, Saul shares the mindset that made this groundbreaking insight possible—and how the same tools can help all of us think more clearly. Saul explains why doubt is a superpower, why humility fuels innovation, and how productive disagreement is the secret ingredient behind great teams. He breaks down how scientists make decisions in the face of uncertainty—and why most of us get it wrong. This episode is for anyone interested in science, decision-making, team performance, problem-solving—or simply hearing from one of the brightest minds on the planet.

Tune in to learn why the biggest breakthroughs don’t start with certainty, but with the courage to question everything.

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
• 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.

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/kristalina-georgieva-leading-the-imf-navigating/id1614211565?i=1000741623513&l=nb

What does it take to keep the global economy stable in times of crisis? Nicolai Tangen sits down with Kristalina Georgieva, Managing Director of the International Monetary Fund, to discuss the IMF's role in maintaining financial stability across 191 member countries. They explore debt levels, AI's impact on labor markets, and climate as a financial risk. Kristalina shares her journey from Bulgaria to leading the IMF, emphasizing her philosophy of curiosity, courage, and compassion. With $1 trillion in lending capacity, the IMF supports countries through economic crises worldwide.

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 Une Solheim.

• 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.

What does it take to keep the global economy stable in times of crisis? Nicolai Tangen sits down with Kristalina Georgieva, Managing Director of the International Monetary Fund, to discuss the IMF's role in maintaining financial stability across 191 member countries. They explore debt levels, AI's impact on labor markets, and climate as a financial risk. Kristalina shares her journey from Bulgaria to leading the IMF, emphasizing her philosophy of curiosity, courage, and compassion. With $1 trillion in lending capacity, the IMF supports countries through economic crises worldwide.

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 Une Solheim.

• 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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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

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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/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
• 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.