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Nov 2025
56m 35s

DBS CEO: Transforming Southeast Asian Ba...

Norges Bank Investment Management
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Yesterday
Friday Wrap-Up: Lessons from a Former Boss and the Decline of Shareholder Rights
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 investor ... Show More
12m 3s
Oct 7
John Armitage: How He Invests, Building Egerton, and What Worries Him About AI
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, ... Show More
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Oct 2
Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading
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 li ... Show More
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