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Capital Ideas Investing Podcast

Latest episodes

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May 9, 2024 • 30min

Conversations with Mike Gitlin: Featuring Alan Wilson

Alan Wilson, equity portfolio manager with 33 years of experience, shares insights from his career at Capital Group and lessons learned from Steve Jobs. He discusses stepping out of comfort zones in investing, the importance of individuality, and applying unique perspectives in decision-making.
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5 snips
May 2, 2024 • 29min

Megatrends to watch over the next decade or more

Explore the transformative power of artificial intelligence and the potential investment opportunities it brings. Discover the impact of weight-loss drugs on health and industries. Dive into the advancements in pharmaceuticals, drug discovery, and the resurgence of nuclear power for sustainable energy solutions.
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Apr 25, 2024 • 24min

What’s the state of the states?

Capital Group fixed income portfolio manager Lee Chu discusses the impact of pandemic-era stimulus drying up on municipal bond investing, potential election impacts, complexities of municipal bond market, and insights on opportunities and challenges in the market.
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Apr 18, 2024 • 29min

Conversations with Mike Gitlin: Featuring Jessica Spaly

Capital Group CEO Mike Gitlin interviews Jessica Spaly, an equity portfolio manager based in our San Francisco office. A former retail industry analyst, Jessica discusses why she was drawn to Amazon in the early days of the e-commerce revolution and how her teenage daughters help her assess cutting-edge retail trends today. #CapGroupGlobal 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 For full disclosures go to capitalgroup.com/global-disclosures 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 Copyright ©2024 Capital Group
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Apr 17, 2024 • 21min

Can the U.S. economy survive higher interest rates?

Portfolio managers discuss the impact of U.S. interest rates hitting a 23-year high on stocks and bonds, exploring investment opportunities beyond tech giants. Global economic analysis highlights divergent growth and asset allocation strategies for 2024. Effects of higher yields on fixed income investments and equity market reactions to rate cuts are also analyzed.
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17 snips
Apr 11, 2024 • 31min

Mastering the obvious for investment success

Capital Group portfolio manager Reed Lowenstein discusses the importance of active listening, holding strong convictions lightly, and judging corporate leaders for successful investing. He highlights the significance of expertise, humility, and quality bias in making informed investment decisions. The podcast also explores managing diverse investment strategies, navigating financial crises, and providing advice for successful investing.
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Mar 28, 2024 • 31min

Conversations with Mike Gitlin: Featuring Carl Kawaja

Equity portfolio manager Carl Kawaja discusses his upbringing, the importance of humor in investments, and the effects of new weight loss drugs on companies. Topics include mentorship, consumer behavior insights, investment mistakes, market trends, and the power of gratitude.
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Mar 21, 2024 • 26min

Will commercial real estate sink the U.S. economy?

Commercial real estate is in crisis. In this episode, Capital Group portfolio manager Xavier Goss discusses how work-from-home dynamics are casting a shadow on the market for office space, and what this trend could mean for the U.S. economy. #CapGroupGlobal 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 vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist For full disclosures go to capitalgroup.com/global-disclosures. This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq 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 To stay informed follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ Copyright ©2024 Capital Group
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14 snips
Mar 14, 2024 • 37min

The American energy juggernaut

Portfolio manager Paul Benjamin discusses the optimistic outlook for the American energy sector, predicts higher oil prices, and highlights the potential for thriving in a capital-starved industry. The podcast also covers insights on energy stock resurgence, impact of US shale oil production, and the future of energy sector investments.
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Mar 7, 2024 • 20min

Why women make great investors

In this episode, you’ll hear from five portfolio managers with a combined 158 years of investment experience. They also all happen to be women who have found ways to thrive in a male-dominated industry. Each has invested through crises and learned from their successes and failures. You’ll hear about the qualities of an effective management team, how important mentors are, and why women make great investors. #CapGroupGlobal   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.   For full disclosures go to capitalgroup.com/global-disclosures.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist     This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   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 To stay informed follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ Copyright ©2024 Capital Group

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