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, Inc. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. For full disclosures go to capitalgroup.com/global-disclosures.

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Jaksot(322)

Investing after the Iran war ends

Investing 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 dangerous place. He also looks ahead to the end ...

23 Huhti 25min

How a neuroscientist invests in biopharma

How 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 health care investing, using her researc...

16 Huhti 25min

Beyond AI: Investing in the physical economy

Beyond 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, or companies outside of AI and big tech. ...

9 Huhti 25min

Why municipal bonds can win on an after-tax basis

Why 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 why the tax advantage of muni bonds is mor...

2 Huhti 25min

All that glitters: What's driving up gold prices?

All 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 $5,000. What's the catalyst? Three Capital Grou...

26 Maalis 21min

Inside the AI supply chain

Inside 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 to capitalgroup.com/global-disclosure...

24 Maalis 25min

You can't model human behavior

You 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 Cyana Chilton shares why disciplined, dispas...

19 Maalis 26min

Adventures in emerging markets investing

Adventures 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 comfortable with uncertainty, volatility an...

12 Maalis 26min

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