Capital Ideas Podcast

Many small-cap stocks are among the world’s most innovative and fastest growing companies, but the asset class tends to be more volatile than large-cap stocks. We check in with veteran small-cap investors Greg Wendt and Brad Freer, who share their thoughts on this less-understood asset class. Related: Dreams of 2030: Small caps and the next innovation wave This content is published by Capital Client Group, Inc.  For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. Greg Wendt is an equity portfolio manager and investment analyst with 32 years of experience. He holds an MBA from Harvard and a bachelor's from the University of Chicago. Brad Freer is an equity portfolio manager with 26 years of investment experience. He holds a bachelor's degree from Connecticut College and is a CFA charterholder. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

As portfolio manager Claudia Huntington prepares to turn the page on a storied 47-year career at Capital Group, we couldn’t help but request one final interview. Here she shares her top three lessons for young investors, why she loves small-cap growth companies and more. Claudia Huntington is an equity portfolio manager with 47 years of investment experience. She holds an MBA from Harvard and a bachelor's in economics from Stanford. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. Want investment insights in your inbox? For industry-leading articles, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.  The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights.

Capital Group equity analyst Nathan Meyer discusses the rapid growth of the video game industry amid the COVID-19 pandemic. In the stay-at-home era, new gamers are entering the market and existing gamers are spending more time than ever playing console, PC and mobile games. Meyer explains why that’s welcome news for investors. Nathan Meyer is an equity investment analyst who covers the video games industry for Capital Group, among other responsibilities. He holds a bachelor's degree in economics and history from Brown University. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. Want investment insights in your inbox? For industry-leading articles, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit capitalgroup.com/ca for Capital Group insights.  

The year 2020 has been uncharacteristically eventful for the municipal bond market, which has seen multiple shifts in direction in just a few short months. We check in with resident muni portfolio managers Chad Rach and Mark Marinella for a recap of the volatile year to date; a status report on muni mainstays such as airports, toll roads and hospitals in the midst of the pandemic; and a glimpse at what muni bond investors might expect for the second half of the year. Chad Rach is a fixed income portfolio manager with 27 years of investment experience. He holds an MBA from the University of Chicago and a bachelor’s from Marquette University. Mark Marinella is a fixed income portfolio manager with 33 years of investment experience. He holds an MBA from Boston College and a bachelor's in economics from the University of Massachusetts. He is also a CFA charterholder. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. Want investment insights in your inbox? For industry-leading articles, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

Author Zachary Carter discusses the themes behind his new book — “The Price of Peace: Money, Democracy, and the Life of John Maynard Keynes.” As one of the most important thinkers of the 20th century, Keynes continues to have broad influence over policymakers around the world, particularly in the aftermath of the 2008–09 financial crisis and the coronavirus outbreak. Zachary Carter is a senior reporter at HuffPost, where he covers Congress, the White House and economic policy. He is a frequent guest on cable news and news radio, and his written work has also appeared in The New Republic, The Nation and The American Prospect, among other outlets. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. Do you have any suggested topics for the Capital Ideas podcast? Please contact our editorial team at capitalideas@capgroup.com. Want investment insights in your inbox? For industry-leading articles, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights. Related Links: The Price of Peace: Money, Democracy, and the Life of John Maynard Keynes Hardcover  

Engineers may not get the love they deserve, says author Lord John Browne, best known for his transformative tenure as CEO of energy giant BP. In this conversation recorded shortly before the COVID-19 pandemic, Browne explores themes from his latest book, “Make, Think, Imagine: Engineering the Future of Civilization,” chief of which is the critical role engineering has played at the intersection of art and commerce. This reminder of engineering’s ability to meet the world’s challenges and forge a path to progress should strike an optimistic chord for investors and society. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. John Browne, Lord Browne of Madingley, is a British author and businessman best known for his role as chief executive officer of British Petroleum (BP) from 1995 to 2007.  This content is published by Capital Client Group, Inc. Do you have any suggested topics for the Capital Ideas podcast? Please contact our editorial team at capitalideas@capgroup.com. Want investment insights in your inbox? For industry-leading articles, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

Capital Group portfolio manager Carl Kawaja discusses the outlook for global equity markets in the COVID-19 era. In a wide-ranging interview, Carl offers his view of the remarkable stock market rally since late March, as well as the challenges and opportunities facing investors amid unprecedented levels of market and economic uncertainty. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. Carl Kawaja is an equity portfolio manager with 33 years of investment experience, 28 at Capital Group. He earned an MBA in finance from Columbia Business School and a bachelor's degree in history from Brown University. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights.

How do leaders make important decisions when the stakes are high, the data is flawed and the outcome is unknowable? Often badly — in part, because they rely on bogus quantification instead of seasoned judgement. That’s one of the themes outlined in a new book by former Bank of England governor Mervyn King and economist John Kay. In this podcast, we explore that perplexing issue at the heart of their newly released book, “Radical Uncertainty: Decision-Making Beyond the Numbers.” Mervyn King, former governor of the Bank of England, is a professor at New York University and emeritus professor at the London School of Economics. He is the author of “Radical Uncertainty” and “The End of Alchemy,” among other books. John Kay is a visiting professor at the London School of Economics and a fellow of St John's College, Oxford University. As the director, he established the Institute for Fiscal Studies as one of Britain's most respected think tanks. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc.  Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights.

The outbreak of the coronavirus and concerns about what its rapid spread could mean for global markets and economies have prompted this special episode of Capital Ideas. Hong Kong-based economist Stephen Green discusses the supply-chain disruptions already taking shape, which sectors stand to lose — or gain — from the crisis and how soon “business as usual” might be expected to return to China and global economies. Stephen Green covers Asia from Hong Kong. He has 14 years of investment industry experience, four with Capital. He holds a PhD in government from the London School of Economics and a first-class honors degree in social and political sciences from Cambridge. This content is published by Capital Client Group, Inc.  Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights.

Host Matt Miller takes us on a tour of outstanding moments from recent Capital Ideas podcast episodes, including excerpts from conversations about oil rigs, Teslas, long-term opportunities in Asia and more. Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc.  Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights.