HIGHLIGHTS: Stan Druckenmiller

In Good Company with Nicolai Tangen

Norges Bank Investment Management

In Good Company, Business, Norges Bank, Nicolai Tangen

4.8 • 186 Ratings

🗓️ 8 November 2024

⏱️ 10 minutes

🔗️ Recording | iTunes | RSS

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Summary

We've curated a special 10-minute version of the podcast for those in a hurry.

Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/stan-druckenmiller-inside-the-mind-of-a-legendary-investor/id1614211565?i=1000675883446

This week, Nicolai Tangen visits Stan Druckenmiller in New York — one of the most renowned investors of our time, known for his insights into macroeconomics and markets. In this conversation, Druckenmiller shares his approach to major trades, like his groundbreaking bet against the British pound, and offers a unique perspective on today’s market, discussing inflation risks, AI’s potential in investing, and what keeps him ahead of the curve. The investor shares his reflections on the Fed’s role, the future of tech, and lessons learned from mentor George Soros.

In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episode out every Wednesday.

The production team for this episode includes Isabelle Karlsson and PLAN-B’s Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse, with research by Une Solheim.

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Transcript

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0:00.0	Hi, everybody. Tune in to this short version of the podcast, which we do every Friday for the long version.
0:06.4	Tune in on Wednesdays.
0:08.5	Hi, everybody. I'm Nikola Tangan, the CEO of the Norwegian Soban Wealth Fund.
0:12.4	And today, I'm here with Stan Rickenwiller, a proper legend in the investment world.
0:17.7	Stan, what a pleasure to be here.
0:19.5	Happy to see you, Nicolai.
0:21.0	Now, what are the most important data you are looking at these days?
0:25.6	Currently.
0:26.5	Yeah.
0:29.1	Interestingly enough, I'm known as a macro investor, but I do our macro from the bottom up.
0:35.9	So we're listening primarily to companies.
0:39.4	And we're not seeing any material signs of weakness other than maybe in the housing market,
0:48.8	but that's from a very elevated price level.
0:52.3	So we're not seeing bottom up and information
0:55.5	indicating to us that there's an economic problem
1:01.6	any time in the next three to six months.
1:05.0	I would also say, I'm revealing now
1:07.4	that I'm more on the market animal than an economist,
1:10.5	that we look at financial
1:11.6	conditions.
1:12.6	They've been very, very loose.
1:15.6	I mean, there is looser, looser than they were when the Fed actually started tightening.
	...

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