StarZero All shows Try the podcast clipper →

Nicolai Tangen

8 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Dec 4, 2023 by Nicolai Tangen · said 6 times in 4 episodes since 2021 · across every show →

On the record as a speaker too: Nicolai Tangen's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Casey Whalen (4), Ted Seides (1), Paula Volent (1)

tap a year for its mentions
00214220212022202320242025episodesmentions
01220212022202320242025episodes it came up in
00112220212022202320242025episodesmentions per episode
2025 1 mention in 1 episode
2022 1 mention in 1 episode
2021 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Nicolai Tangen, oldest first

Dec 4, 2023 positive
Disclosure
Tangen: Shorter bond duration saved NBIM significant money in recent years
“So we did, for instance, have a shorter duration than the market over the last few years. That's saved us quite a bit of money.”
Nicolai Tangen Dec 4, 2023 ▶ 27:36 Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
Dec 4, 2023 positive
Disclosure
Tangen: AKO Capital trained analysts using police interrogation frameworks
“When I set up AKO, I thought, you know what, we probably can get more out of companies than other people. And we started to train the analysts in interview technique or interrogation or whatever you call it. Got the leading interrogator from the Norwegian poli…”
Nicolai Tangen Dec 4, 2023 ▶ 6:59 Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
Dec 4, 2023 neutral
Disclosure
Tangen: NBIM uses AI for capital deployment timing, not stock picking
“So we don't really use it to pick investments. We use it to time the deployment of capital. When we get money into the fund, we use it for that timing. And we use it also now increasingly to minimize trading.”
Nicolai Tangen Dec 4, 2023 ▶ 42:18 Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
Dec 4, 2023 positive
Assertion Supported
Tangen: NBIM runs $1.3T with 650 staff, a third of peer size
“It's roughly a third of the size of what similar institutions would be given the asset size. We are 650 people, 650 people running 1.3 trillion.”
Nicolai Tangen Dec 4, 2023 ▶ 25:47 Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
Dec 4, 2023
Insight
Tangen: Mega-funds must track indices because governance cannot survive big relative losses
“The problem is that you are being kicked out at the worst possible time, and typically then you would liquidate the positions and crystallize losses which shouldn't be crystallized. And that is why it's important to be close to index, because a governance stru…”
Nicolai Tangen Dec 4, 2023 ▶ 25:15 Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
Dec 4, 2023
Insight
Tangen: Investors must maximize market exposure during peak fear
“Because you need to have max exposure when the world looks the worst. When you are at the bottom and you are the most afraid, and you can hardly sleep, that's when you need to take your protection away. It's very counterintuitive, and it's very, very tough.”
Nicolai Tangen Dec 4, 2023 ▶ 10:56 Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
Dec 4, 2023 positive
Assertion Contradicted
Tangen: 650 NBIM staff can speak publicly, up from four
“In the past, there were four people who could talk on behalf of the fund. Now, 650 people can talk on behalf of the fund.”
Nicolai Tangen Dec 4, 2023 ▶ 43:46 Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
Dec 4, 2023 neutral
Assertion Not checkable as stated
Tangen: NVIDIA CEO Jensen Huang works from 5 AM until bedtime
“And I asked Jensen Huang of NVIDIA, how much do you work? And he said, Nikolai, there is hard work, and then there is insanely hard work. So I said, where are you? I work insanely hard. I work from five in the morning until I go to bed. I work every day. I wor…”
Nicolai Tangen Dec 4, 2023 ▶ 48:06 Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more