
- In today’s CEO Daily: Peter Vanham talks to Nicolai Tangen, CEO of Norges Bank Investment Fund.
- The big story: U.S. and Ukraine sign a mineral deal.
- The markets: Not bad!
- Analyst notes from EY on employment, Wedbush on auto tariffs, Convera on consumer confidence, and Goldman Sachs on equities.
- Plus: All the news and watercooler chat from Fortune.
Good morning. Nicolai Tangen manages the largest publicly held financial fund in the world. But if Tangen, CEO of Norges Bank Investment Fund, is rattled by the recent global economic chaos, he’s not letting on. The Norwegian hedge fund manager spoke to Fortune recently and in his signature understated style commented that, “it is a bit of an earthquake in terms of the news flow. Big swings both ways. It’s been a period where it’s been good not to do very much.” Here’s how Tangen views the chaos and opportunity that this period presents.