Shows / Capital Ideas podcast
Capital Ideas podcast
Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group…
Episodes
Capital Ideas podcastMidterm elections preview: Who will control Congress?
Capital Group political economist Matt Miller discusses his outlook for next week's U.S. midterm elections. Are the political winds shifting in America? And…
Capital Ideas podcastWhat continuous learning looks like over 30 years of investing
After nearly 30 years at Capital Group, portfolio manager Grant Cambridge is still looking for ways to learn. From taking a virtual AI course through MIT to…
Capital Ideas podcastWhat's next for AI amid the boom and doom
How worried should we be about artificial intelligence? As AI grows more powerful, warnings about its potential risks have become harder to ignore. Capital…
Capital Ideas podcastStarbucks CEO: Why human connection matters more than ever in an AI world
What makes an iconic brand endure? Starbucks Chairman and CEO Brian Niccol says it starts with understanding why people connect with it in the first place. At…
Capital Ideas podcastWhy Asian credit deserves a closer look
Why should investors pay attention to Asian credit? Singapore-based fixed income analyst Debbie Leow explains how the asset class can offer diversification…
Capital Ideas podcastWill 'Grand Theft Auto VI' turbo charge the gaming industry?
Capital Group equity analyst Nathan Meyer shares his outlook for the video games industry ahead of potentially the biggest game launch in history. "Grand Theft…
Capital Ideas podcastLuxury, mining and the power of connecting the dots
From advising Canada's finance minister to researching companies across luxury and mining industries, Capital Group equity analyst Frank Beaudry has learned…
Capital Ideas podcastBond talk: Which way interest rates?
Capital Group fixed income manager John Queen discusses his outlook for the U.S. bond market as concerns about elevated inflation and rising debt levels spark…
Capital Ideas podcastNFL Colts QB Daniel Jones on quiet leadership
If there's one thing quarterback Daniel Jones has learned across three National Football League (NFL) teams, it's that leadership doesn't have to be loud. From…
Capital Ideas podcastMarket leadership: U.S. vs international stocks
Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of U.S., international and emerging markets stocks. So far this year…
Capital Ideas podcastInvesting through the AI transition
Equity portfolio manager Brady Enright invested through the dot-com era and is now navigating another period of transformational change driven by AI. His view…
Capital Ideas podcastThe next wave of defense spending
Capital Group equity analysts Zach Alexander and Caroline Janin discuss their outlook for the $2.7 trillion defense industry. With ongoing wars in Ukraine and…
Capital Ideas podcastWho you become when you invest
For Greg Miliotes, portfolio manager and Investment Group Oversight Chair, becoming an investor isn't about what you'll learn in a book or copying someone…
Capital Ideas podcast8 book recommendations for your summer reading list
Looking for some great reading material on a hot summer day? We've got you covered. Here are eight compelling titles taken straight from the shelves of Capital…
Capital Ideas podcastFollow the research, not the crowd
After more than 30 years as a fixed income portfolio manager, David Hoag has learned to trust the experts and not "invent your own wheel." Driving outcomes for…
Capital Ideas podcast2026 Midyear Outlook
Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Equity portfolio manager Martin Jacobs and fixed income…
Capital Ideas podcastHow Chef Daniel Boulud scaled a restaurant empire with intention
In a highly competitive industry, Chef Daniel Boulud has built an enduring brand defined by excellence over decades. From early days in the kitchen to leading…
Capital Ideas podcastBalancing act: Investing amid the AI boom and the Iran war
Market volatility is coming from multiple directions — the Iran war, the AI boom, rising inflation, weakening consumer demand. In this episode, Capital Group…
Capital Ideas podcastA hunting dog mindset to investing
What does it take to stay ahead in a world of constant disruption? For Harold La, an equity portfolio manager, it's not about predicting the future, it's about…
Capital Ideas podcastWhen will homes be affordable again?
The U.S. economy looks resilient based on top-line growth, yet the housing market remains stuck in neutral. Portfolio manager Taylor Hinshaw discusses the…
Capital Ideas podcastHow relentless focus sets Broadcom's CEO apart
For Hock Tan, Broadcom's CEO, obsessive focus is the foundation of how the company operates, from capital allocation and acquisitions to leadership…
Capital Ideas podcastGeopolitics and the U.S. midterms
Capital Group political economist Matt Miller and Senior Vice President of Government & Regulatory Affairs Reagan Anderson share their views on geopolitical…
Capital Ideas podcastSkills that matter in an AI world
With AI-driven disruption reshaping the investing landscape, technical skills are now table stakes, according to Equity Portfolio Manager Michael Beckwith. So…
Capital Ideas podcastWhy today's stock market calls for active management
What happens to markets when investing goes on "autopilot"? Capital Group Vice Chair Jody Jonsson explains how passive ownership can diminish price discovery —…
Capital Ideas podcastFrom medicine to markets: Long-term biotech investing
Biotech investing often hinges on understanding science, trials and patient outcomes. Dr. Judith Finegold is a physician turned equity analyst, and she…
Capital Ideas podcastStress testing AI Bulls vs. Bears
Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz stress test the bull and bear cases for AI. They cover whether we are in an…
Capital Ideas podcastHow GM's Chair and CEO is redefining what's possible at a legacy company
How does General Motors Chair and Chief Executive Officer Mary Barra lead transformation at scale, all while technology is rewriting the playbook? According to…
Capital Ideas podcastInvesting after the Iran war ends
Capital Group portfolio manager Steve Watson shares his thoughts on investing in global equity markets at a time when the world is getting to be a more…
Capital Ideas podcastHow a neuroscientist invests in biopharma
Equity analyst Laura Nelson Carney uses her PhD in neuroscience to help spot medical innovation around the world. She brings a deep understanding of science to…
Capital Ideas podcastBeyond AI: Investing in the physical economy
Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this year among heavy-asset companies…
Capital Ideas podcastWhy municipal bonds can win on an after-tax basis
Did you know municipal bonds are deeply woven into everyday life? Karl Zeile, a fixed income portfolio manager with 32 years of industry experience, explains…
Capital Ideas podcastAll that glitters: What's driving up gold prices?
Gold prices have skyrocketed over the past three years. In March 2023, the precious metal was trading below $2,000 an ounce. By March 2026, it was above…
Capital Ideas podcastInside the AI supply chain
Equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its impacts on the current AI boom. For full disclosures go…
Capital Ideas podcastYou can't model human behavior
Long-term investing success comes from experience, humility and learning across market cycles — not short-term forecasting. In this episode, equity analyst…
Capital Ideas podcastAdventures in emerging markets investing
Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get…
Capital Ideas podcastThe psychology of building portfolios to withstand any cycle
Before becoming a fixed income portfolio manager, Shannon Ward's passion was psychology. Today, she uses understanding people and behavior to inform her…
Capital Ideas podcastHow to find generational AI businesses – the 'move 37' moment
Equity investment analyst Drew Macklis discusses how Capital Group is seeking an edge in analysing the ever-growing world of AI. #CapGroupGlobal This content…
Capital Ideas podcastBlack gold: The outlook for oil prices
Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how…
Capital Ideas podcastRegulation dictates opportunity in US utilities
Fixed income investment analyst Julian James discusses the prospects for investment grade US utilities. Julian outlines why regulation is the key driver of…
Capital Ideas podcastAmazon CEO on leadership, innovation and customer obsession
In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer…
Capital Ideas podcastRob Lovelace on the year ahead (2026 edition)
Capital Group portfolio manager Rob Lovelace, principal investment officer of New Perspective Fund®, discusses his outlook for the global equity markets in…
Capital Ideas podcastWhy being an investment analyst is the "best job in the world"
Investment analyst Kelly Murphy shares her journey from trading to investing and explains why learning for a living makes this role so dynamic and rewarding…
Capital Ideas podcastFinding durable value in high yield tech & financials
Fixed income investment analyst Sandro Lazzarini joins investment director David Bradin to discuss high-yields, an often overlooked area. Sandro explains how…
Capital Ideas podcast2026 Outlook
Capital Group chief investment officer Martin Romo and portfolio manager Pramod Atluri share their 2026 outlook for the global economy and markets. Are we in…
Capital Ideas podcastBuilding resilience into portfolios over the long term
Equity portfolio manager Aline Avzaradel discusses her approach to building resilient portfolios, shaped by experiences ranging from growing up during Brazil's…
Capital Ideas podcastEuropean utilities: Unlocking growth in the grid revolution
Equity investment analyst and portfolio manager Bobby Chada looks at the European utilities sector. Bobby outlines what these companies can bring to a…
Capital Ideas podcastWashington watch: Outlook for the U.S. midterm elections
Capital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections, along with other major events that are likely to shape the…
Capital Ideas podcastBanking on the big picture: How patience can pay off
European banks have rallied, but is this just a fleeting moment or the beginning of a lasting trend? Join host Mike Gitlin and seasoned portfolio manager…
Capital Ideas podcastWill AI take your job?
Capital Group economist Jared Franz explores whether artificial intelligence (AI) will take our jobs. He shares insights on which roles are most vulnerable…
Capital Ideas podcastLuxury unwrapped: Inside apex brands and their fabulousness budgets
Amidst changing consumer preferences and shifting trade dynamics, investment director Natalya Zeman and equity investment analyst Frank Beaudry discuss the…
Capital Ideas podcastHow analysts think about banks: AI, regulation and the consumer
Navigating the banking sector is no simple feat, especially amid AI-driven disruption and evolving regulations. For the past eight years at Capital Group…
Capital Ideas podcastThe trouble with unsustainable debt
Capital Group investment analysts take a deep dive into rising government debt. Are current debt levels in the U.S., Europe and elsewhere sustainable? When do…
Capital Ideas podcastThe rise and rise of Chinese automakers
China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market. Ertan looks at current factors shaping this…
Capital Ideas podcastRunning a tight, high-conviction portfolio in a noisy market
As a former analyst covering the asset management industry, equity portfolio manager Emme Kozloff knows how to find clarity in a noisy market. The 19-year…
Capital Ideas podcastPrivate markets and macro outlook
Capital Group portfolio manager John Queen and Paula Campbell Roberts, chief investment strategist for global wealth at KKR, offer their views on the U.S…
Capital Ideas podcastEuropean industrials - innovation and tariff resilience explained
Far from the traditional image of industrials as an old economy, slow growth, low innovation sector, many of these companies have changed beyond recognition in…
Capital Ideas podcastHow GE Aerospace CEO Larry Culp turns problems into progress
Larry Culp, Chairman and CEO of GE Aerospace, became the first outsider to lead GE in the company's history. In this episode, he shares how a leadership…
Capital Ideas podcastShort-term bonds: A low-profile asset class shifts into high gear
Short-term bonds are drawing unusually strong inflows as investors seek stability and income amid economic uncertainty. Portfolio manager Vince Gonzalez…
Capital Ideas podcastIndia's strategic autonomy in global markets
With volatility on the rise in global markets, investors are searching for stability. Some have their eyes on India and their longtime strategic autonomy to…
Capital Ideas podcastUncovering overlooked tech opportunities and the next layer of AI
Veteran tech analyst Sugi Widjaja draws on decades of expertise to identify overlooked opportunities in the tech sector. This, coupled with his firsthand…