Beste Norges Bank podcasts (2024)

1
Steering a Sovereign Wealth Fund with Emil Framnes of Norges Bank 27:25

1d ago27:25

27:25

The proceeds from Norway’s oil and gas industry have reached $1.7 trillion – so how do its leaders manage that wealth to its citizens’ benefit? Emil Framnes, Global Head of Equity Trading and Transition at Norges Bank Investment Management, talks with Ronan and JR about how the fund invests that wealth across the more than 40 countries he and his t…

1
Rolls-Royce CEO Tufan Erginbilgic: Transforming an Iconic Brand, Pioneering Energy Transition, and Leading Strategic Initiatives 43:02

1d ago43:02

43:02

In this episode, Nicolai Tangen is joined by Tufan Erginbilgic, the CEO of Rolls-Royce, to discuss the transformation journey of this iconic company. With over 20 years at BP, where he led the downstream business to double underlying earnings and triple returns, Tufan brings a wealth of experience in driving change in complex organizations. Since t…

1
The Week Ahead – The Rate Cut Cycle Is Heating Up 14:38

6d ago14:38

14:38

What we have seen so far this week is markets buoyed by recent announcements regarding China policy stimulus but then troubled by developments in the middle east. Coming up, we expect rate cuts in India, Korea and New Zealand next week, and from the ECB soon after. We are recording this podcast ahead of US Payrolls data which has become an increasi…

1
Chair SEB and Vice Chair Investor AB: Marcus Wallenberg: Family, Adaptability, and Long-Term Stewardship 45:30

9d ago45:30

45:30

What is the key to sustaining a 175-year legacy in business? How do you adapt to dramatic technological changes over generations? In this episode, Nicolai sits down with Marcus Wallenberg, Chair of SEB and Vice Chair of Investor AB, to delve into the remarkable history and enduring influence of the Wallenberg family. Since 1850, the Wallenberg dyna…

1
The Week Ahead: US NFP, Euro Area Inflation and China PMIs 14:02

13d ago14:02

14:02

As we celebrate our 200th episode, we have a big week coming up in the US with the labour market report. In Europe, the most important data next week is euro area flash inflation, and we discuss whether inflation data may edge the ECB closer to an October rate cut. In Asia, the focus is on China's PMIs and Japanese industrial production. Chapters: …

1
Commissioner Margrethe Vestager: EU’s Top Regulator on Big Tech, Competition, and the Future of AI 42:32

16d ago42:32

42:32

This week, Nicolai is joined by Margrethe Vestager, Europe’s leading enforcer of competition laws and the driving force behind high-profile cases against tech giants like Apple, Google and Meta. As European Commissioner for Competition, Vestager shares how her work shapes the digital economy, from ensuring fair competition to regulating the use of …

1
The Penny Stock Problem – Boxes and Lines Lite

16d ago

—

In this special, shorter “Boxes and Lines Lite” episode, Ronan and JR break down the ins and outs of penny stocks, also known as sub-dollar trading. From their speculative nature to the surprising number of these low-priced stocks trading on major exchanges, they explore why penny stocks are both risky and, at times, deceptive. With JR’s insider kn…

1
Flash PMIs, SNB, Riksbank and RBA Rate Decisions 13:03

20d ago13:03

13:03

It’s been a busy week in the US, the Fed surprised many Economists by kicking off its cutting cycle with a 50bp cut. Is it a speedy descent for US rates from here? Also coming up this week, Europe is at the center of the action with several important data releases - we have flash PMIs, Spanish and French inflation and central bank meetings in Swede…

1
#39 The Optimizer 1:06:20

21d ago1:06:20

1:06:20

Bill Nygren has been at Harris Associates for over 40 years and considers himself a value investor. Yet his portfolio has owned Netflix, Amazon and Meta recently, while Alphabet is his largest position. Bill explains his unusual but highly effective approach to value investing. Harris has also constructed a unique organisational methodology to hand…

1
CATL CEO & Founder Robin Zeng: The journey to market dominance and powering the future of batteries 28:31

22d ago28:31

28:31

In this episode, Nicolai is joined by Robin Zeng , founder and CEO of CATL, the world's largest battery producer. The company has a staggering 37.5% market share, and CATL has revolutionised the battery industry, powering millions of electric vehicles and contributing significantly to renewable energy storage. But how does a Chinese company view di…

1
Enter the Fed 11:11

27d ago11:11

11:11

Coming up this week, in the US we expect the Fed to commence its easing campaign, with a 25bp move. Across Europe, the focus will be on the Bank of England policy meeting. Then it’s the latest from Asia, with central bank meetings in Japan, Indonesia and Taiwan. Chapters: US (01:15), Europe (05:18), Asia (07:54)…

1
Co-Founder of Pixar, Ed Catmull: Fostering Creativity, Learning from Mistakes, and Pixar’s Unique Culture 42:41

30d ago42:41

42:41

In this episode, Nicolai Tangen is joined by Ed Catmull, co-founder and former president of Pixar, and author of the highly acclaimed book "Creativity, Inc." Pixar has set the gold standard in animation with groundbreaking films like Toy Story, Finding Nemo, and The Incredibles, earning 27 Academy Awards. Ed delves into his journey from a technical…

1
Youthquake! Ronan and JR Interview IEX’s Summer Interns 43:23

30d ago43:23

43:23

JR and Ronan interview IEX interns Annie, Shay, Alex, and Rory from our class of Summer 2024 with a twist: the interns are also asking some questions. As the co-hosts get in the hot seat, we hear what kept Ronan and JR up at night early in their careers, as well as their advice for the interns as these budding pros build their career paths.…

1
Post Payrolls 15:22

1M ago15:22

15:22

It’s been another interesting week in global markets with equities and commodity prices having another serious wobble, and bond yields declining, surprising many. This week we consider the latest US election polling numbers and what a Trump presidency might mean for economies and markets. We also look towards the coming ECB meeting, which should be…

1
Kinnevik CEO and Chair: Long-term mindset, Innovation and Dealing with failures 46:23

1M ago46:23

46:23

In this episode, Nicolai is joined by Georgi Ganev, CEO, and James Anderson, Chair, of the Swedish investment company Kinnevik. Founded in 1936, Kinnevik has a rich history of driving growth and innovation across various industries, such as telecommunications, e-commerce, and healthcare. Tune in to this engaging discussion to learn more about Kinne…

1
Erin Meyer: Cross-cultural management, leadership and trust 38:47

1M ago38:47

38:47

How do cultural differences influence the way we interact and communicate? What defines an ideal organizational culture? And what influence have the Vikings had on Scandinavian corporate culture? In this episode, Nicolai welcomes Erin Meyer, a leading specialist in cross-cultural management and author of "The Culture Map." Erin shares fascinating i…

1
The Revolution Turns 25: Patrick Young on Markets, FinTech, and What’s Next 38:21

1M ago38:21

38:21

In this episode of Boxes and Lines, we’re joined by Patrick Young, trader, media pundit and author of late nineties fintech harbinger "Capital Market Revolution." Two decades after predicting the digitization of finance, Patrick reflects on how his forecasts have played out and what he got right, wrong, and how his lateral thinking has been both a …

1
US Core PCE Deflator, Euro Area Inflation and Tokyo CPI 14:25

2M ago14:25

14:25

Hear from George Moran, Host & European Economist, Andrzej Szczepaniak, Senior European Economist and Ruchir Sharma, US Economist, as they review the key market drivers over the week ahead. Euro area and US inflation data should tee up central banks for more cutting in September. Chapters: US (02:40), Europe (06:36), Asia (11:29)…

1
PG&E CEO Patricia Poppe: Joy in the workplace and Leading with love 44:35

2M ago44:35

44:35

The Californian energy company Pacific Gas & Electric Company (PG&E) serves millions of customers across the state. However, massive wildfires left the company in bits and pieces. A new CEO was appointed, Patricia Kessler Poppe, and she’s built the company up from bankruptcy to having millions of customers, with special emphasis on leading with lov…

1
Some Do, Some Don’t, Some Will, Some Won’t 19:07

2M ago19:07

19:07

Hear from Andrew Ticehurst, Host & Australia Economist, George Buckley, Chief UK & Euro Area Economist, David Seif, Chief Economist for Developed Markets, and Charnon Boonnuch, Asia Economist, as they review the key market drivers over the week ahead. New Zealand and the Philippines join the rate cut pack, while the Fed remains on track to deliver …

1
#38 The Cyclist 1:13:17

2M ago1:13:17

1:13:17

Peter Oppenheimer is chief global equity strategist and head of Macro Research at Goldman Sachs in Europe and the author of two books on market cycles. His first book, the Long Good Buy is sub-titled Analysing Cycles in Markets. His follow-up book Any Happy Returns, is sub-titled Structural Changes and Super Cycles in Markets and looks at longer te…

1
Jane Sun: Travel, crisis management and female leadership 40:01

2M ago40:01

40:01

When you are a travel company, how do you deal with a global pandemic? Trip.com CEO Jane Sun joins Nicolai Tangen in Oslo and share their most memorable trips and experiences. They also talk about corporate culture, AI in customer service, the travel industry and career building. Sun shares her view on female leadership, and gender equality in the …

1
Doom or Boom? Forecasting the Future with Economist Nouriel "Dr. Doom" Roubini 34:32

2M ago34:32

34:32

Note**: this episode was recorded before President Biden announced he wouldn’t be running for a second term ** We’ve got another predictions episode for you this season – this time with legendary economist Dr. Nouriel Roubini, who was given the warm and fuzzy nickname of 'Dr. Doom' by the media for his prescient prediction of the 2008 financial cri…

1
US CPI, UK GDP and CPI and Norges Bank Meeting 17:42

2M ago17:42

17:42

Hear from George Moran, Host & European Economist, Jeremy Schwartz, Senior US Economist, and Dominic Bunning, Head of G10 FX Strategy, as they review the key market drivers over the week ahead. Market uncertainty is rife. Key data from the US and UK may set the record straight. Chapters: Week Ahead Key Themes with Dominic Bunning (01:12), US (05:11…

1
Magnus Carlsen: Chess, Investing and Strategic thinking 1:01:04

2M ago1:01:04

1:01:04

How can strategic thinking in chess be applied to investing? In this episode Magnus Carlsen and Nicolai Tangen discuss the comparison between business investing and chess. They also talk about risk, how to recover after losses, AI in chess, strategizing against different opponents and how to always explore and stay curious. Magnus also reflects on …

1
Divergence 18:15

2M ago18:15

18:15

Hear from Andrew Ticehurst, Host and Australia Economist, David Seif, Chief Economist for Developed Markets, and George Buckley, Chief UK & Euro Area Economist, as they review the key market drivers over the week ahead. The central bank divide widens, with a second rate hike in Japan, and a first cut in the UK. Chapters: US (02:29), Europe (11:12),…

1
Would 24/7 Trading Be a 24/7 Nightmare? Boxes and Lines Lite 10:49

2M ago10:49

10:49

24/7 trading – it’s the topic JR and Ronan love to hate and, according to a recent wave of press this year covering Wall Street’s wariness to adopt it, they’re not alone. But does everyone need to get with the program? Many retail brokers, including Robinhood and Interactive Brokers, offer 24-hour trading on weekdays for US stocks, and start-up 24 …

1
Powell Probably Won’t Excite, But Bailey Might 19:24

3M ago19:24

19:24

Hear from George Moran, Host & European Economist, David Seif, Chief Economist for Developed Markets, Andrzej Szczepaniak, Senior European Economist, and Yusuke Miyairi, FX Strategist, as they review the key market drivers over the week ahead. It's one of the busiest weeks on the podcast with the FOMC, BoE, BOJ, nonfarm payroll and top-tier data ou…

1
Rerun: Lars Fruergaard Jørgensen CEO of Novo Nordisk 38:48

3M ago38:48

38:48

Rerun: “I'm very concerned that European citizens will have lack of access or much lower access to some of the new medicines” says CEO of Novo Nordisk. He also share some interesting perspectives about the importance of purpose and their new weight loss drug. The production team on this episode were PLAN-B’s Niklas Figenschau Johansen and Nikolai O…

1
A Staggered Start 16:20

3M ago16:20

16:20

Hear from Andrew Ticehurst, Host and Australia Economist, Jeremy Schwartz, Senior US Economist, Andrzej Szczepaniak, Senior European Economist, and Jeong Woo Park, Asia Economist, as they review the key market drivers over the week ahead. The easing cycle has commenced, but central banks are running their own race. Chapters: US (01:13), Europe (06:…

1
#37 The Analyst 59:13

3M ago59:13

59:13

John Armitage is a giant in the hedge fund world and in the world of investing more broadly. His firm, Egerton Capital, celebrates its 30th anniversary this year. Inthis conversation, John explains how he started with $10m, and why you couldn’t do that today. He touches on his portfolio, talks about his approach to investing, explaining why he requ…

1
Rerun: Morgan Stanley Chair and CEO: Succession, culture, stress, and leadership 46:50

3M ago46:50

46:50

Rerun: James Gorman, one of the most successful CEOs in the world of banking, is stepping down as CEO and shares unique insights into the world of banking, investing, and leadership. He also shares how he reviews talent, and the immense stress and pressure that come with a job like his. The production team on this episode were PLAN-B's Nikolai Oven…

1
Run, Ronan, Run: With Olympians Eamonn Coghlan and Gerry O’Reilly 17:30

3M ago17:30

17:30

Boxes and Lines is back from a summer break with new episodes, kicking off with this special edition featuring two legendary Irish Olympic runners, Eamonn Coghlan and Gerry O'Reilly. Running has been on Ronan Ryan’s mind lately, as he’s gearing up for a charity 10K race in November for GOAL, a global humanitarian organization, as part of the Great …

1
Crunch time in Europe 14:00

3M ago14:00

14:00

Hear from George Moran, Host & European Economist, George Buckley, Chief UK & Euro Area Economist, and Hannah Liu, China Economist, as they discuss the key drivers for global markets next week. Europe will be in focus this week with crucial UK data and ECB rate decision due. China is also likely to face continued economic pressure. Chapters: US (01…

1
Rerun: Jensen Huang Founder and CEO of Nvidia 48:18

3M ago48:18

48:18

Rerun: What’s the most important problems that AI can solve? How close are we to artificial general intelligence? And how can we use AI responsibly? Tune in and find out! The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with additional input from our por…

1
Let’s Get Political 16:38

3M ago16:38

16:38

Hear from George Moran, Host & European Economist, David Seif, Chief Economist for Developed Markets, and George Buckley, Chief UK & Euro Area Economist, as they discuss the key drivers for global markets next week. Political events are moving fast in the UK, France and the US, but markets will probably move the most, as they typically do, on US CP…

1
David Epstein: The power of being a generalist 42:56

3M ago42:56

42:56

In this episode of In Good Company, Nicolai welcomes David Epstein, author of the book Range, which challenges conventional wisdom and illustrates why generalists often thrive in a specialized world. David shares his insights on the advantages of being a generalist, the importance of a sampling period, how embracing diversity and unconventional thi…

1
Election Time 14:35

3M ago14:35

14:35

Hear from Andrew Ticehurst, Host and Australia Economist, Ruchir Sharma, US Economist, and Andrzej Szczepaniak, Senior European Economist as they discuss the key drivers for global markets next week. The focus turns to elections over the coming week, but inflation still matters. Chapters: U.S. (01:15), Europe (05:34), Asia (10:41)…

1
Dario Amodei CEO of Anthropic: Claude, New models, AI safety and Economic impact 1:10:51

4M ago1:10:51

1:10:51

How much bigger and more powerful will the next AI models be? Anthropic’s CEO, Dario Amodei, joins Nicolai in Oslo to discuss the latest advancements in AI, the economic impact of this technology, and the importance of responsible scaling. Dario also shares his excitement about the upcoming models and his thoughts on who will profit the most from A…

1
Inflation Moderation? 21:02

4M ago21:02

21:02

Hear from Andrew Ticehurst, Host and Australia Economist, Kohei Okazaki, Senior Japan Economist, Andrzej Szczepaniak, Senior European Economist and Hannah Liu, China Economist, as they review the key market drivers over the week ahead. Markets to seek confirmation that US inflation is moderating, with multiple Fed rate cuts now priced.…

1
#36 The Runner 1:18:25

4M ago1:18:25

1:18:25

John Huber is an investor with a small fund managing his family assets and outside capital in a concentrated portfolio. John has written an excellent blog, Base Hit Investing, for many years, explaining his investing principles. We discuss these in this episode, including what John looks for in an investment, why he emphasises capital allocation ev…

1
Exor CEO John Elkann: Family ownership, Football and Ferrari 45:31

4M ago45:31

45:31

In this episode, Nicolai sits down with John Elkann, CEO of Exor, to discuss the history of the holding company, the importance of family ownership, and the focus on long-term value creation. Exor, controlled by the Agnelli family, has companies like Ferrari, Stellantis, Philips, and the Italian football club Juventus in its portfolio. Altogether, …

1
Decision Time in Europe and Asia 18:30

4M ago18:30

18:30

Hear from George Moran, Host & European Economist and George Buckley, Chief UK and Euro Area Economist, as they discuss the key drivers for global markets over the coming week. It’s decision time for central banks with three meetings in Europe and three in Asia, although ultimately most central banks are likely to remain on hold. Chapters: U.S. (01…

1
Howard Marks: Oaktree Capital, Investment philosophy, Risk and Randomness 40:50

4M ago40:50

40:50

How can you judge the quality of a decision? Howard Marks is the co-founder of Oaktree Capital and one of the world's most respected investors. In this episode he tells us about how he got started in finance, his investment philosophy, his thoughts on risk management and much more. Tune in for an insightful conversation with one of the greatest min…

1
The G7 Easing Cycle Begins 19:41

4M ago19:41

19:41

Hear from Andrew Ticehurst, Host and Australia Economist, Jeremy Schwartz, Senior U.S. Economist, Andrzej Szczepaniak, Senior European Economist and Kohei Okazaki, Senior Japan Economist as they discuss the key themes driving global markets over the coming week. After rate cuts in Canada and Europe, focus turns to the Fed and the Bank of Japan. Cha…

1
Adobe CEO: Creativity, Innovation and Unreasonable expectations 51:29

4M ago51:29

51:29

How can setting unreasonable expectations lead to innovation and success? In this episode, Shantanu Narayen, the CEO of Adobe, shares how early mentorship experiences shaped his approach to leadership. Nicolai and Shantanu also discuss the impact of AI on creativity, the founders' lasting influence on Adobe's culture, Shantanu's upbringing in India…

1
US Labour Market Data Weaker For Longer? 16:39

4M ago16:39

16:39

Hear from George Moran, Host & European Economist, Ruchir Sharma, US Economist and Andrzej Szczepaniak, Senior European Economist as they review the key market drivers over the week ahead. Markets eagerly await whether NFP will surprise to the downside for a second month and the ECB to deliver the worst-kept-secret cut. Chapters: U.S. (02:00), Euro…

1
Cal Newport: How to eliminate distractions and stay focused 35:15

4M ago35:15

35:15

What is deep work, and why is it important? Cal Newport is known for his work on productivity and focus, and in this episode, he shares his best advise on how to eliminate distractions and getting things done. Cal and Nicolai also discuss the myths of multitasking, whether four-day work weeks are beneficial and the importance of respecting your att…

1
The Better Halves of Boxes & Lines – with Nick Buzard and Kara Ryan 42:44

4M ago42:44

42:44

This time, it’s personal. JR and Ronan’s spouses, Nick Buzard and Kara Ryan, join the show to discuss their kids, pets, their experiences navigating work-from-home life during COVID, and their advice for all newlyweds at IEX (and those listening!). For the final segment, the couples put their knowledge of each other to the test in a lightning round…

1
E3 Carine Smith Ihenacho of Norges Bank IM 48:12

5M ago48:12

48:12

Carine Smith Ihenacho is Chief Governance and Compliance Officer at Norges Bank Investment Management, the Norwegian wealth fund. It’s the largest single equity owner in the world and sets out to be the most transparent. She is therefore likely the most powerful person in the world of ESG. In our podcast episode, Huw van Steenis and I discussed: Ho…

Podcasts die het beluisteren waard zijn

Norges Bank Podcasts

Podcasts die het beluisteren waard zijn

Korte handleiding