Chris Buchbinder, an equity portfolio manager with nearly 30 years of experience, shares his investment philosophy with Mike Gitlin. He highlights the art of finding opportunities in crisis moments, citing lessons learned from the dot-com crash, the financial meltdown, and COVID-19. Buchbinder emphasizes the significance of strong leadership in companies and the need for patience in recovery strategies. He also reflects on his experiences with mentorship and the collaborative culture at Capital Group, illustrating how these elements foster insightful investment analysis.

Portfolio managers Jody Jonsson and Chris Buchbinder discuss investment opportunities, AI, tech dividends, and Japan's rise. They explore economic outlook, AI investments, tech bubbles, dividend shifts in tech, and advocating for investor interests in DC and the Pentagon.