Nicolai Tangen oversees Norges Bank Investment Management, also known as Norway’s oil fund. It contains about $2tn in assets, based on money earned from drilling for oil offseas. Today on the show, Tangen talks with Katie Martin about everything from the European economy to China and Taiwan to overconcentration in the American stock markets. Also, Tangen goes long learning and short red tape.

For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer

You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.

Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance

Read a transcript of this episode on FT.com

Hosted on Acast. See acast.com/privacy for more information.

Grouping the majority of the world’s economies into a basket labelled “emerging markets” and trying to generalise about them is a fool’s errand. And we are perfect for the job. Today on the show, Katie Martin and Aiden Reiter discuss the EM landscape and pay particular attention to Brazil’s hot economy. Also we go long Poppy Gustafsson and short Netflix’s research department.

For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer

You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.

Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance

Read a transcript of this episode on FT.com

Hosted on Acast. See acast.com/privacy for more information.

Eli Lilly’s shares have surged 750 per cent over five years. Novo Nordisk’s are up about 360 per cent in the same period. It's been an awesome run for these companies. But how much longer can it last? Today on the show, Rob Armstrong and Aiden Reiter talk to the FT’s US pharmaceutical and biotech correspondent Oliver Barnes about the astonishing growth in weight-loss drugs, and their future. Also we short inflation and running clubs.

For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer

You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.

Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance

Read a transcript of this episode on FT.com

Hosted on Acast. See acast.com/privacy for more information.