Capital Ideas Podcast

Conversations with Mike Gitlin: Featuring Mark Casey

Jun 20, 2024

Mark Casey, an equity portfolio manager and Silicon Valley investor, discusses the power of 'digitalization' for investments, the future impact of artificial intelligence on industries, and lessons learned from investing in Google. Also, topics include industry disruptions, Walmart's drone deliveries, Google's growth prospects, and the importance of aligning with company management for successful investments.

31:49

Creator website

Episode guests

Mark Casey

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Digitalization is a powerful investment theme reshaping industries, citing examples like newspapers and Xerox.

Investment failures highlight the importance of aligning with company management and taking responsibility for outcomes.

Deep dives

Mark Casey's Podcast Consumption Habits

Mark Casey, the Inequity Portfolio Manager based in San Francisco, reveals his podcast consumption habits, listening at 1.75 times the normal speed and sometimes even at double speed. He mentions podcasts like 'Power Hungry' by Robert Bryce, 'The Fundamental Health Podcast' by Paul Saladino, and Bitcoin-related podcasts.

Intro

3min

Navigating Industry Disruptions Through Diversified Portfolio Management

5min

Discussion on Walmart's Drone Deliveries and The Richter Scales Acapella Group

4min

Analyzing Google's Past and Future Growth Prospects

2min

Learning from Failures in Investment Management

15min

Expressions of Obsessive Gratitude and Appreciation for Analysts and Innovators

3min

Capital Group CEO Mike Gitlin interviews Mark Casey, an equity portfolio manager based in our San Francisco office. As a veteran Silicon Valley investor, Mark explains why he believes “digitalization” is a powerful investment theme, how he thinks artificial intelligence will transform certain industries, and the lessons he learned from investing in Google. #CapGroupGlobal

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

To stay informed, follow us:

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4dFTE1B

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital Group

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html