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Beyond AI: Investing in the physical economy artwork
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Beyond AI: Investing in the physical economy

Capital Ideas Investing Podcast by Capital Group

Apr 9, 202625:11Business

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. She offers three cat...

About This Episode

Beyond AI: Investing in the physical economy is an episode from Capital Ideas Investing Podcast by Capital Group. Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this y...

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This episode belongs to Capital Ideas Investing Podcast.

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Published Apr 9, 2026, 25:11 long, audio available.

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