How AI Is Transforming Long-Term Investing with Nicolai Tangen
Thu Jan 29 2026
On this episode of The Forum with CNBC’s Becky Quick, Nicolai Tangen, Chief Executive Officer of Norges Bank Investment Management, joins Dambisa Moyo, Vice Chair of The Economic Club of New York and Co-Principal of Versaca Investments, for a conversation on how artificial intelligence is reshaping long-term investing, organizational performance, and the future of work.
Tangen leads the world’s largest sovereign wealth fund, overseeing nearly $2 trillion in assets on behalf of the Norwegian people. He discusses how AI is being deployed across the organization to drive productivity gains, improve decision-making, and fundamentally change how teams operate, hire, and collaborate. Drawing on real-world implementation, he explains why leadership commitment, cultural adoption, and disciplined execution are essential to realizing the benefits of new technology.
The discussion also explores the broader implications of AI for labor markets, inflation, and economic growth, as well as why maintaining a long-term investment mindset is increasingly difficult, but more important than ever, in a fast-changing global environment.
Speakers
Nicolai Tangen, Chief Executive Officer, Norges Bank Investment ManagementDambisa Moyo, Vice Chair, The Economic Club of New YorkFind us on Instagram, Facebook, LinkedIn, X, and YouTube to catch new episodes, exclusive content, and more. To learn more about the Club, visit our website.
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On this episode of The Forum with CNBC’s Becky Quick, Nicolai Tangen, Chief Executive Officer of Norges Bank Investment Management, joins Dambisa Moyo, Vice Chair of The Economic Club of New York and Co-Principal of Versaca Investments, for a conversation on how artificial intelligence is reshaping long-term investing, organizational performance, and the future of work. Tangen leads the world’s largest sovereign wealth fund, overseeing nearly $2 trillion in assets on behalf of the Norwegian people. He discusses how AI is being deployed across the organization to drive productivity gains, improve decision-making, and fundamentally change how teams operate, hire, and collaborate. Drawing on real-world implementation, he explains why leadership commitment, cultural adoption, and disciplined execution are essential to realizing the benefits of new technology. The discussion also explores the broader implications of AI for labor markets, inflation, and economic growth, as well as why maintaining a long-term investment mindset is increasingly difficult, but more important than ever, in a fast-changing global environment. Speakers Nicolai Tangen, Chief Executive Officer, Norges Bank Investment ManagementDambisa Moyo, Vice Chair, The Economic Club of New YorkFind us on Instagram, Facebook, LinkedIn, X, and YouTube to catch new episodes, exclusive content, and more. To learn more about the Club, visit our website.