Luxury, 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 Bea...
Radio and PodcastLive Radio & Podcasts
Business
Capital Ideas Investing Podcast
Want to get smarter about investing? Then learn from the pros. The Capital Ideas podcast brings you the best thinking from Capital Group, one of the world’s leading investment firms. Prepare...
Episodes
20 of 342 episodes
Bond 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...
NFL 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 ha...
Market 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 fa...
Investing through the AI transition
Equity portfolio manager Brady Enright invested through the dot-com era and is now navigating another period of transformational change driv...
The 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 w...
Who 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 c...
8 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...
Follow 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." D...
2026 Midyear Outlook
Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Equity portfolio manager Martin Jacobs an...
How 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...
Balancing 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 episo...
A 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...
When 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...
How 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 lea...
Geopolitics and the U.S. midterms
Capital Group political economist Matt Miller and Senior Vice President of Government & Regulatory Affairs Reagan Anderson share their views...
Skills 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 Mi...
Why 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 diminis...
From 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 analy...
Stress 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 whe...