Bill Ackman: Concentrated Investing, Permanent Capital, and the Value of Being Challenged

Bill Ackman: Concentrated Investing, Permanen...

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Friday Wrap-Up: Inside Active Strategies and Learning from Bill Ackman

On this week’s Friday Wrap-Up, Nicolai Tangen is joined by Daniel Balthasar, Co-Chief Investment Officer of Active Strategies at NBIM, for a closer look at the fund’s active side. Following this week’s podcast episode with Bill Ackman, they discuss the investment that made Daniel ...  Show more

Friday Wrap-Up: Lessons from Google’s Former CEO and Europe’s AI Regulation Problem

This week’s Friday Wrap-Up looks back at Nicolai Tangen’s podcast conversation withEric Schmidt, former CEO of Google and one of the most influential voices on AI.Marthe Skaar and Nicolai discuss how investors should think about a business modelwhere a new AI model takes about si ...  Show more

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