show episodes
 
The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See acast.com/privacy for more information.
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The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business. The Money Maze Podcast has been created by two industry veterans. Through direct, entertaining and insightful interviews with masters of the real life money maze, we hope to learn about different approaches to allocating capital, making investment and business decisions, and navigating the pitfalls that line the paths to prosperity. Whether you' ...
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show series
 
What’s the secret to Coca-Cola’s success? And what’s in the secret recipe? 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 input from portfolio manager John Santo Domingo. Hosted on Acast. See acast.com/privacy for more inform…
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In this podcast, we have an enlightening conversation with Nicolai Tangen, CEO of the Norwegian Sovereign Wealth Fund, which manages over $1.2 trillion in assets (as of 31/12/22), making it the second largest SWF globally. Norway’s great wealth is in large part courtesy of its oil riches, discovered in 1969. With great vision, the Government’s resp…
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If diamonds are forever, then the organisation most associated with them is, of course, De Beers. From inception in 1888, their leadership in the diamond market has been unrivalled, and even today they sell around 30% of the world's rough diamond production. In this conversation we discuss the concept of diamonds as collectibles and a store of valu…
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In our recent discussions with some of the world’s super allocators, we have heard about their investment objectives and varying approaches to asset allocation. In tandem with the growth in complexity, responsibility and sheer size of global investable assets, we’ve witnessed the growth of the role of the pension consultant firms, Mercer, WTW, Aon,…
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Our exploration of the world’s super allocators would be incomplete without touching down in France, who have a lesser known but still significant SWF. In this conversation, Nicolas Dufourcq, at the helm of the fund since its creation in 2013, explains its genesis, evolution and ambitions. He discusses its principal activities and purpose to drive …
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How will drones and AI impact the logistics industry? And how does Carol Tomé manage 500 000 people? UPS delivers 21 million packages each day to over 220 countries around the world, equivalent to 2% of world GDP. You don’t want to miss this one. The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Back…
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As we continue exploring the world’s “super-allocators”, we’re learning how different they are in approach and dispersed in investment decisions. In this episode we examine these questions through the prism of one of the largest US public pension plans, The New York State Common Retirement Fund, with over $250 billion in assets and more than one mi…
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In this episode we travel to Canada as we continue our journey around the world to discuss investment approaches with the leading figures at some of the world’s top institutional allocators, dubbed the “super allocators”. OTPP, well known for its investments from international airports to apple orchards in the US, commercial property globally, auto…
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Have we reached peak inflation? Is there more economic turmoil to come? And how did he end up in a bar fight in Trinidad? 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 input from portfolio manager Mikael Modum Bilet Hosted o…
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In 2002, the Australian Federal Treasurer, Peter Costello, commissioned the Australian Treasury to look at the long-term issues facing the nation and how adequately current generations were preparing for future ones. The message was bleak; “Australia’s ageing population would put immense stress on public finances, especially on health and aged care…
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In this miniseries we are interviewing a group of the largest institutional investors (the ‘super allocators’), to understand how these immense pools of capital think about the assets they invest in, shifting asset allocations, passive versus active, public versus private, and steering through turbulent waters. This first conversation is with CalST…
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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 portfolio …
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‘Over the past decade, about 80 cents of every dollar that has gone into the US investment industry has ended up at Vanguard, State Street, and BlackRock. As a result, the combined stake in S&P 500 companies held by the Big Three has quadrupled, from about 5 percent in 1998 to north of 20 percent today.' These are the opening lines to the book, Tri…
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For much of life, the world of banking might seem both impenetrable and dull yet there are times, when it vaults to being centre stage, at which point it typically ushers in fear, loathing and even panic. In light of the current traumas, rescues and uncertainties, we were very fortunate to have Huw Van Steenis, the internationally respected banks a…
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What’s the future of transportation? How will Uber adapt to autonomous vehicles? And what is their CEO’s Uber rating? 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 portfolio manager John Santo Domin…
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‘I drink my Champagne when I’m happy and when I’m sad. Sometimes I drink it when I’m alone. When I have company I consider it obligatory. I trifle with it when I’m not hungry and drink it when I am. Otherwise I never touch it – unless I’m thirsty!‘ This famous quote can be attributed to Madam Lady Bollinger in a 1961 interview with the Daily Mail. …
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Through direct, entertaining & insightful interviews with masters of the real life money maze, we hope to learn about different approaches to allocating capital, making business decisions and navigating the pitfalls that line the paths to prosperity. Each episode, with invite leading figures from the investment management and finance sector onto th…
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To celebrate the three year anniversary of the Money Maze Podcast we’re pleased to be re-sharing our the top 3 most listened to episodes of 2022! In this much anticipated interview, we are thrilled to feature Dame Kate Bingham, Managing Partner of SV Health Investors and former Chair of the UK Vaccine Taskforce. The conversation begins with a high …
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To celebrate the three year anniversary of the Money Maze Podcast we’re pleased to be re-sharing our the top 3 most listened to episodes of 2022! Today we have a different conversation. Michael Lewis and Simon Brewer go back to graduating from the LSE in 1985, when they were both seeking a place on the fabled Salomon Brothers training programme. Mi…
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To celebrate the three year anniversary of the Money Maze Podcast we’re pleased to be re-sharing our the top 3 most listened to episodes of 2022! In this episode, we’re in discussion with the Global Head of the Blackstone’s Private Wealth Solutions business, Joan Solotar. Joan has twice been recognised in Barron’s as one of the 100 Most Influential…
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In this quick minisode, Simon gives an update on the podcast to mark three years since its inception. Simon Brewer & Will Campion set up the Money Maze Podcast in 2020 to bring insightful interviews with proven business & finance leaders to all, without the burden of a paywall. We're thrilled that the show now reaches over 2 million people per year…
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“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 Ovenberg…
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In this episode, Nicolai Tangen talks to Patrick Pouyanné Chairman and CEO at TotalEnergies, one of the largest energy companies in the world. Nicolai and Patrick discuss net zero, challenges and opportunities in the energy transition and Patrick share some fascinating insight of his past meetings with Vladimir Putin before the invasion. Unfortunat…
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In March 2020, as COVID curbs were about to descend on us all, Peter Harrison agreed to begin our podcasting journey by being the first guest, and discussed the attractions of the investment business, the shifting world of passive and active, the public v private debate and why ESG would simply become embodied in the investing process. In this inte…
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This Thursday, we’re pleased to welcome Peter Harrison, CEO of Schroders, back onto the show. To mark this exciting upcoming release, we’re resharing his first interview on the Money Maze Podcast. Peter appeared on the podcast as our very first guest back in March 2020, just prior to the COVID-19 lockdown. In this episode, Peter covers his ascent t…
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In this episode, Nicolai Tangen talks to Jean-Pascal Tricoire, CEO and Chairman of Schneider Electric, the world’s largest maker of electrical equipment. The group born out of the industrial revolution is now undergoing a 15-year transformation to a sustainable and digital age. Nicolai and Jean-Pascal discuss this transformation along with geopolit…
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To celebrate Bremont’s recent successful fundraising round we’ve refreshed this popular interview, originally released in July 2021. Investors in the round included the billionaire hedge fund manager, Bill Ackman, who took a stake in the firm after buying a number of their luxury watches on a visit to London. When we talk of luxury watches we typic…
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What will come after AI? Is net zero in 2050 a realistic goal? And what does Bill Gates read? We will cover all this and much more in this special bonus episode! The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke. Hosted on Acast. See acast.com/privacy for…
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In this episode we talk to someone whose own firm advises some of the world’s most respected finance institutions, especially within the alternative and private assets arena. Jen Prosek explains why she declined the investment banking offers after her MBA, instead following her vision that effective marketing would come to Wall Street. She describe…
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In this episode, Nicolai Tangen talks to Nandan Nilekani Co-founder and Chairman of Infosys, one of the world’s largest IT companies with more than 300 000 employees. Nandan has had an amazing career both at Infosys and for the Indian government where he led the biggest social project on the planet. The production team on this episode was PLAN-B’s …
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There are 3 large global management consulting firms considered to be the most prestigious; McKinsey & Company, Boston Consulting Group and Bain & Company. So we’re pleased to feature McKinsey’s Michael Birshan in this conversation, who explains some of the dynamics in the industry and how McKinsey is approaching the challenges and opportunities of…
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In this episode, Nicolai Tangen talks to Henry Fernandez, CEO of MSCI, one of the largest index providers in the world. Nicolai and Henry discuss the power of index providers, and do they have too much influence? ESG investing and the current backlash in the US, will it remain? And Henry share many interesting personal stories about his upbringing …
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In Part 2, General Petraeus explains the woeful Russian execution of the war and possible next steps. In this second part of this illuminating conversation, he continues by evaluating NATO cohesion, before discussing China, and, why a mature conversation is essential between China and the West, given their interwoven and critical commercial co-exis…
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General David Petraeus has been described as the ultimate soldier/scholar. Targeted by Osama Bin Laden when Commander in Afghanistan, whose communications later revealed that “killing him would alter the war”, he became Director of the CIA and today is Chair of the KKR Global Institute and on their board. In the first part of this absorbing convers…
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In this episode, Nicolai Tangen talks to Larry Fink, CEO and Chairman of BlackRock, the largest fund in the world. Check out the episode to learn about how BlackRock became the largest fund in the world, the famous letter he writes annually and his thoughts on the ESG backlash. The production team on this episode were PLAN-B’s Martin Oftedal and Ol…
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In this episode, bestselling author and historian, Simon Sebag Montefiore, discusses his new book, which covers the key families who have shaped global history. His latest work has proven to be a hit, with Henry Kissinger commenting that: ‘Sebag Montefiore interweaves the stories of the servants, courtiers and kings, pioneers, preachers and philoso…
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Founded by Marc Andreessen and Ben Horowitz, Andreessen Horowitz (also known as a16z) is a revered venture capital firm which sits at the epicentre of financing entrepreneurial businesses. In this conversation, David Haber, General Partner overseeing fintech investing, begins by discussing his background, including graduating from Harvard, selling …
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In this episode, Nicolai Tangen talks to CFO of General Electric, Carolina Dybeck Happe. She’s widely regarded as one of the best CFOs in the world. The production team on this episode were PLAN-B’s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Martin Prozesky…
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In this episode, Nicolai Tangen talks to Albert Baehny, the Chairman of Lonza and Geberit. Albert was the first person Nicolai called for advice when he became CEO of the fund. Check out what his advice was and much more! The production team on this episode were PLAN-B’s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigur…
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In this conversation, we have the opportunity to talk to Alex Rodriguez, or ‘A Rod’ as he is better known, arguably the greatest baseball player of his generation. The discussion moves from how he came to dominate his sport to developing a substantial portfolio of investments and businesses through his investment firm, A-Rod Corp. Alex discusses th…
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Some of tomorrow’s large companies are today’s emerging ones, and in this miniseries we explore the world of venture capital and look at a handful of organisations that operate at a lower level in terms of size, but who are providing critical capital to early and growth-stage companies. In episode 2 of the series, we’re pleased to feature Roberto I…
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In this episode, Nicolai Tangen talks to Michael O’Leary, CEO of Ryanair. Check out the episode and learn about the secret sauce to Ryanair’s success, and find out if they ever tried to buy Norwegian? The production team on this episode were PLAN-B’s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additio…
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In the first episode of our 4-part Venture Capital Miniseries, we are thrilled to feature Dame Kate Bingham, Managing Partner of SV Health Investors and former Chair of the UK Vaccine Taskforce. The much anticipated interview begins with a high level overview of the immense changes that are taking place in the world of medical research which have a…
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In this episode, Nicolai Tangen talks to Helena Helmersson, CEO of H&M Group, the second largest fashion retailer in the world. Do you know that we only wear our clothes seven times on average? Check this conversation learn more about the fashion industry! The production team on this episode were PLAN-B’s Martin Oftedal and Olav Haraldsen Roen. Bac…
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As the Money Maze Podcast seeks to understand both the business and investment worlds, especially against the backdrop of a tougher economic environment, we are delighted to speak to Martin Waters, CEO of Victoria’s Secret & Co (VS&Co). Martin begins by explaining his retailing journey, Victoria’s Secret’s history and evolution, as well as the chal…
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In this discussion we examine the changing world of investment funds and the data ecosystems that surround them. To explore this, we are delighted to welcome Laura González, Head of the Americas at Allfunds, one of the world's leading wealthtech companies, who offer the largest fund distribution network globally. Created in 2000, today Allfunds hav…
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In this episode, Nicolai Tangen talks to Bob Chapek CEO of Disney, the world’s largest media and entertainment company. They talk about the power of storytelling, the competitive streaming space and the importance of grit and perseverance! The production team on this episode were PLAN-B’s Martin Oftedal and Olav Haraldsen Roen. Background research …
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In Shakespeare’s Hamlet, Polonius counsels his son Laertes, exclaiming: “Neither a borrower nor a lender be; for loan oft loses both itself and friend”. If you’ve been a fixed income investor this year, you are nursing your wounds and might have wished you heeded this advice! At a global level we’ve seen over a decade of nominal bond returns wiped …
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In this episode, we welcome Peter Oppenheimer from Goldman Sachs, who discusses the challenging investment landscape. He starts with an overview of economic growth before unpicking the inflation debate, reviewing rates and the emergence of opportunities in fixed income, before discussing equity markets. He explains why active equity managers are ba…
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In this episode, Nicolai Tangen talks to Mark Schneider CEO of Nestlé, the world's largest food & beverage company. They talk about the biggest food trends in coffee and pet food, how they are working on ESG issues in their supply chain and Mark even share what he eats. They also discussed leadership, recruitment, phycological safety and much more!…
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