Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

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 https://www.acast.com/privacy-policy for more information.

Equity Bottom-Up

Diageo plc produces, distills, and markets alcoholic beverages. The Company offers a wide range of branded beverages, including vodkas, whiskeys, tequilas, gins, and beer.

<ul><li>Consumer discretionary wallets for alcoholic beverages are less than 2% and affected by economic pressures</li><li>Gen Z is moderating their alcohol consumption but still engaging in zebra striping behavior</li><li>Socializing dynamics are shifting towards more at-home and third space occasions, leading to the rise of RTDs and diverse formats in the industry</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Consumer discretionary wallets for alcoholic beverages are less than 2% and affected by economic pressuresGen Z is moderating their alcohol consumption but still engaging in zebra striping behaviorSocializing dynamics are shifting towards more at-home and third space occasions, leading to the rise of RTDs and diverse formats in the industryThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Diageo CEO: Shifting Drinking Trends, Brand Innovation, and Cultural Change

UL Solutions Inc. operates as a safety science company. The Company offers certification, testing, inspection, auditing, validation, and advisory services, along with software products and advisory solutions. UL Solutions serves the banking, energy, medical, and transportation sectors worldwide.

<ul><li>Offer software and advisory services to B2C customers to improve their product usage</li><li>Conduct various extreme tests in labs to ensure product safety, including testing for AI integration and changing technology</li><li>The US is the most highly regulated market for testing products, with third party testing often required</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Offer software and advisory services to B2C customers to improve their product usageConduct various extreme tests in labs to ensure product safety, including testing for AI integration and changing technologyThe US is the most highly regulated market for testing products, with third party testing often requiredThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

UL Solutions CEO: Evolving Safety Testing, AI, and Consumer Protection

Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

<ul><li>Google's full stack approach to AI, led by Nobel Prize winner Demis Asabas, includes talent, models, platforms, and chips</li><li>Generative AI is being used to enhance search and enterprise solutions, providing monetization opportunities</li><li>Google prioritizes quality and safety in AI development, ensuring no margin for error in critical situations like medical queries</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Google's full stack approach to AI, led by Nobel Prize winner Demis Asabas, includes talent, models, platforms, and chipsGenerative AI is being used to enhance search and enterprise solutions, providing monetization opportunitiesGoogle prioritizes quality and safety in AI development, ensuring no margin for error in critical situations like medical queriesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Alphabet President and CIO: Advancing AI, Quantum Computing, and Self-Driving Cars

Eli Lilly and Company discovers, develops, manufactures, and sells pharmaceutical products for humans and animals.  The Company's products are sold in countries around the world.  Eli Lilly's products include neuroscience products, endocrine products, anti-infectives, cardiovascular agents, oncology products, and animal health products.

<ul><li>Development of medicine for weight loss and diabetes has evolved over time, with newer drugs like Tirzepatide showing dual actions for weight loss and metabolic benefits</li><li>These drugs have potential to impact behaviors like smoking, alcohol consumption, and potentially drug addiction, but further studies are needed</li><li>Blue sky scenario for future impact includes potential for weight management to become a choice rather than an affliction, and reduction in downstream diseases of obesity like cardiovascular risk and kidney disease, which account for a significant portion of healthcare costs</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Development of medicine for weight loss and diabetes has evolved over time, with newer drugs like Tirzepatide showing dual actions for weight loss and metabolic benefitsThese drugs have potential to impact behaviors like smoking, alcohol consumption, and potentially drug addiction, but further studies are neededBlue sky scenario for future impact includes potential for weight management to become a choice rather than an affliction, and reduction in downstream diseases of obesity like cardiovascular risk and kidney disease, which account for a significant portion of healthcare costsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Eli Lilly CEO: The Weight-Loss Drug Revolution, AI in Pharma, and Innovation

Block, Inc. operates as a financial services and digital payments company. The Company develops a payments platform aimed at small and medium businesses that allows them to accept credit card payments and use tablet computers as payment registers for a point-of-sale system. Block also provides financial and marketing services.

<ul><li>Jack Dorsey's interest in understanding what was happening in neighborhoods led him to programming</li><li>The original vision for Twitter was simply to be able to see what friends were doing and share updates</li><li>The development of new features on Twitter, such as replies, hashtags, and retweets, was driven by how people were using the platform and their needs for public conversation and sharing information.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Jack Dorsey's interest in understanding what was happening in neighborhoods led him to programmingThe original vision for Twitter was simply to be able to see what friends were doing and share updatesThe development of new features on Twitter, such as replies, hashtags, and retweets, was driven by how people were using the platform and their needs for public conversation and sharing information.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Block CEO: Twitter Evolution, Bitcoin and Digital Freedom

In Good Company with Nicolai Tangen
Podcast by CEO, Norges Bank Investment Management
• In Good Company with Nicolai Tangen

Diageo CEO: Shifting Drinking Trends, Brand Innovation, and Cultural Change

The consumer discretionary industry, facing challenges due to economic pressures and inflation, is resilient and expected to rebound, with Gen Z...

In Good Company with Nicolai Tangen

UL Solutions CEO: Evolving Safety Testing, AI, and Consumer Protection

Company offers software and advisory services to help customers test products for safety and sustainability, as the testing market grows due to...

In Good Company with Nicolai Tangen

Alphabet President and CIO: Advancing AI, Quantum Computing, and Self-Driving Cars

Google's differentiated approach to AI, led by a talented team including Nobel Prize winner Demis Asabas, focuses on innovation, quality, and...

In Good Company with Nicolai Tangen

Eli Lilly CEO: The Weight-Loss Drug Revolution, AI in Pharma, and Innovation

The development of Tirzepatide, a third-generation drug targeting blood sugar and metabolism factors, aims to not only promote weight loss but...

In Good Company with Nicolai Tangen

Block CEO: Twitter Evolution, Bitcoin and Digital Freedom

- The speaker's interest in understanding neighborhoods led to the development of Twitter, which evolved based on user interactions and the need...

In Good Company with Nicolai Tangen