Jody Jonsson, Vice Chair of Capital Group and expert in global regulatory affairs, joins to share insights on future market trends. They discuss the rise of artificial intelligence and its transformative effects on industries, especially healthcare. The conversation navigates through the current economic landscape, emphasizing stable GDP growth and opportunities in bond markets as rates adjust. Additionally, revival in IPO activity and the shift in private equity funding strategies are explored, highlighting a dynamic 2025 ahead.

In this engaging discussion, Jody Jonsson, Vice Chair of Capital Group and an experienced pilot, shares her unique perspective on investing. She reveals how piloting has informed her approach to evaluating aerospace companies. Jody dives into her journey of investment strategy evolution, focusing on long-term successes in healthcare and insurance. Listeners will be captivated by her adventurous aerobatic experiences and the transformative power of mentorship in both aviation and finance.

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.