
Capital Ideas Podcast
Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world’s largest investment management organizations. Each week we’ll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group.
Capital Client Group, Inc.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
For full disclosures go to capitalgroup.com/global-disclosures.
Latest episodes

Apr 24, 2025 • 27min
How avalanche safety training applies to high-yield debt investing
High-yield bonds are showing strong income potential. Bond manager David Daigle discusses how these bonds have evolved from the 1980s’ debt-fueled buyouts depicted in the movie Wall Street. In a conversation with Mike Gitlin, he compares high-yield debt investing to avalanche safety training and shares which investors may benefit from exposure to high-yield bonds. David also relays how investing in companies that ended in bankruptcy shapes his view on risk. If you’re interested in income-seeking investment ideas for your portfolio, this episode is for you. #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://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos 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 Copyright ©2025 Capital Group

Apr 17, 2025 • 22min
Patience helps a veteran investor manage through crisis
Chris Buchbinder, a veteran equity portfolio manager at Capital Group, shares invaluable insights from his extensive experience navigating market crises. He emphasizes patience as a vital investment strategy amid volatility, drawing lessons from past economic upheavals and the current AI boom and trade tensions. Buchbinder discusses opportunities in resilient sectors like healthcare and the evolving landscape of autonomous vehicles. He also highlights the importance of mentorship in investing and shares his favorite reads that inspire strategic thinking.

Apr 15, 2025 • 20min
Autos: an industry disrupted
Danny Jacobs, a Fixed Income Investment Analyst at Capital Group specializing in the automotive sector, discusses the seismic shifts in the industry. He examines how tariffs disrupt production and supply chains, revealing vulnerabilities among smaller suppliers. The conversation dives into the transition to electric vehicles, highlighting competitive strategies from both legacy automakers and newcomers like Tesla. Jacobs identifies investment opportunities amidst these changes, emphasizing the need for adaptive management in the evolving commercial vehicle market.

Apr 10, 2025 • 32min
How the COVID pandemic may continue to shape society and investments
Cheryl Frank, an equity portfolio manager at Capital Group known for her expertise in healthcare and technology, joins Mike Gitlin to explore the enduring impacts of the pandemic on society and investments. They discuss the dynamic shifts in commercial real estate, healthcare regulations, and labor markets. Cheryl draws intriguing parallels between investing and dating from her popular research paper, stressing the significance of healthy investment relations. Tune in for insights on navigating crises and recognizing long-term opportunities!

7 snips
Apr 3, 2025 • 33min
Long-term investing: The value of thinking differently
Matt Hochstetler, a seasoned portfolio manager for Capital Group, shares his contrarian investment philosophy and emphasizes the value of diverse perspectives. He discusses the importance of navigating market challenges, particularly high U.S. valuations. Matt reflects on his upbringing in Lawrence, Kansas, and how personal experiences shaped his investment approach. He highlights global opportunities and advocates for long-term thinking, emphasizing the need for resilient investments and the potential of the working class.

10 snips
Apr 1, 2025 • 17min
The outlook for European banks
Etrit Vllasalija, a fixed income investment analyst at Capital Group, brings insights on the European banking sector's investment landscape. He discusses the solid fundamentals of European banks and their regulatory changes. Vllasalija contrasts European banks with their U.S. counterparts, highlighting potential growth from cross-border mergers. He identifies trends in domestic consolidation, particularly in Spain and Ireland, and emphasizes investment prospects in undervalued banks from Greece, Spain, and Italy.

Mar 27, 2025 • 31min
Emerging markets investing: Four decades of wisdom
Victor Kohn, a trailblazer in emerging markets investing at Capital Group, reflects on his remarkable four-decade career. He recounts his early days analyzing South American markets and the evolution of investment philosophies. Kohn shares his optimistic views on China, emphasizing its transformative economic potential. He also discusses mentorship, the significance of a patient investment approach, and the dynamic shifts in India’s landscape. His personal journey to U.S. citizenship adds depth to his insights, making for a profound discussion.

11 snips
Mar 20, 2025 • 30min
Are tariffs a threat to the U.S. economy?
In this discussion, Jared Franz, a Capital Group economist, teams up with investment director David Polak to dissect the implications of rising tariffs on the U.S. economy. They explore how protectionist policies could create uncertainty, potentially upending a healthy market. The conversation also dives into tariffs as strategic tools in U.S.-China relations and their impact on global trade dynamics. Franz reveals the ripple effects on various sectors and highlights the evolving role of foreign investment in shaping economic policy and job growth.

Mar 18, 2025 • 24min
Cutting through the AI hype
Julian Gardner, an equity investment analyst at Capital who focuses on software, services, and tech hardware, shares insights on the AI investment landscape. He discusses the critical role of fundamental research amidst the AI hype and contrasts the current cycle with past technology trends. The conversation dives into the AI value chain, highlighting investment layers from semiconductors to applications. Gardner also explores competitive dynamics, the US-China AI arms race, and key players driving innovation in the market.

9 snips
Mar 13, 2025 • 32min
Thinking outside the U.S. box: Emerging markets opportunities
In this engaging discussion, Brad Freer, an equity portfolio manager at Capital Group with three decades of expertise in emerging markets, dives into the potential of these markets as the decade's breakout star. He shares how evolving tech and social media in these regions present unique investment opportunities. Brad recounts a memorable moment when Prime Minister Narendra Modi retweeted one of his articles, amplifying Capital Group's insights on India. The conversation underscores the value of risk-taking in both investing and life.
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