Capital Ideas Investing Podcast

204

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.

Patience helps a veteran investor manage through crisis
Apr 17, 2025 – 22:11
Autos: an industry disrupted
Apr 15, 2025 – 20:17
How the COVID pandemic may continue to shape society and investments
Apr 10, 2025 – 32:05
Long-term investing: The value of thinking differently
Apr 3, 2025 – 33:09
The outlook for European banks
Apr 1, 2025 – 16:34
Emerging markets investing: Four decades of wisdom
Mar 27, 2025 – 31:05
Are tariffs a threat to the U.S. economy?
Mar 20, 2025 – 30:09
Cutting through the AI hype
Mar 18, 2025 – 24:10
Thinking outside the U.S. box: Emerging markets opportunities
Mar 13, 2025 – 31:57
How 5 women investors thrive in a competitive industry
Mar 6, 2025 – 21:07
Charting the course for tomorrow’s cruiseliners
Mar 4, 2025 – 14:42
Research to runway: Investing in disruptive business models
Feb 27, 2025 – 34:14
Artificial intelligence is transforming the American heartland
Feb 20, 2025 – 27:46
How to approach rainy-day investing in record-high markets
Feb 13, 2025 – 33:52
Risk management: Investing amid uncertainty
Feb 6, 2025 – 26:07
Chicago bull: Talking markets (and basketball) with Martin Jacobs
Jan 30, 2025 – 32:47
2025 and beyond: Key industry and market trends
Jan 23, 2025 – 29:36
New York to Tokyo: Investing insights from a global nomad
Jan 16, 2025 – 34:50
2025 Outlook
Jan 2, 2025 – 22:05
Soaring with Capital Group Vice Chair Jody Jonsson
Dec 26, 2024 – 34:20
Is 'The New Geography of Investing' still new?
Dec 19, 2024 – 29:04
AI spending spree: Where’s the payoff?
Dec 12, 2024 – 27:39
Bond talk: When income is what you seek
Dec 5, 2024 – 31:43
Travel revival: Investment opportunities by land, sea and air
Nov 28, 2024 – 21:57
U.S. Election Day key takeaways
Nov 21, 2024 – 53:33
How bonds could shine as interest rates decline
Nov 14, 2024 – 31:49
Confessions of a value investor
Nov 7, 2024 – 25:08
Connecting the science and the business of drug innovation
Oct 31, 2024 – 36:04
Retail-investing success: Anne-Marie Peterson on the power of culture
Oct 24, 2024 – 35:17
What is the Benjamin Button economy?
Oct 17, 2024 – 25:32
Growth vs. value: Is the tide turning?
Oct 10, 2024 – 25:21
How the generative AI revolution might affect long-term investing
Oct 3, 2024 – 31:45
High steaks: The coming food transformation
Sep 26, 2024 – 22:28
AI revolution: Winter of disillusion on the horizon?
Sep 19, 2024 – 34:08
Conversations with Mike Gitlin: Featuring Courtney Wolf
Sep 12, 2024 – 32:39
Asia focus: Is Indonesia poised for takeoff?
Sep 5, 2024 – 35:48
Risky business: Investing in troubled companies
Aug 29, 2024 – 25:45
Conversations with Mike Gitlin: Featuring Winnie Kwan
Aug 22, 2024 – 34:20
The heavy impact of weight loss drugs
Aug 15, 2024 – 15:40
Election Watch: A November to remember
Aug 8, 2024 – 31:02
Conversations with Mike Gitlin: Featuring Chris Buchbinder
Aug 1, 2024 – 32:51
The future of global equities
Jul 25, 2024 – 32:41
2024 Midyear Outlook
Jul 18, 2024 – 22:11
Conversations with Mike Gitlin: Featuring John Queen
Jul 11, 2024 – 31:38
Small-cap stocks: Turning over many rocks in search of a few gems
Jul 4, 2024 – 25:00
Is the world prepared for population decline?
Jun 27, 2024 – 23:12
Conversations with Mike Gitlin: Featuring Mark Casey
Jun 20, 2024 – 31:49
Columnist David Brooks on "How to Know a Person"
Jun 13, 2024 – 18:13
U.S. interest rates: Where do we go from here?
Jun 6, 2024 – 24:11
Conversations with Mike Gitlin: Featuring Kirstie Spence
May 30, 2024 – 34:33

Recent Reviews

drshakal

Typically great

Another Euro hack. From UK MBBS who has NIH mindset waste of time. Except this week’s episode old hack | rich v poor | forgetting us poor have pensions
Wasalistener9

Bronze

Tell Mr. geology expert that bronze is copper and tin—not copper and iron.
ScubaGato

Great insights from world class money managers

Great to hear from people who manage real money for decades.
Lexi876

High quality podcast

Wow! Love it!
JRBCMB

2022 Outlook

Never miss an episode. 2022 Outlook was packed with details and foresight. However slight amendation required. China is not a socialist country. It is a communist country.
Philip4Miami

Outstanding!

I never miss an Episode.
malfoxley

Great show!

Matt, host of the Capital Ideas Investing podcast, highlights all aspects of investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!
Markscottbiz

Great

Great guests, content & interactions. Thanks for doing it.
delaneyrach

great!!

chad Rach is your best guest yet. his ideas are thoughtful and concise. please consider having him as a guest again!!
Twiggy Sunday

Radical Uncertainty Episode Feedback

Interesting episode. Disagree that decision theory is invaluable: allows calculation of the value of perfect knowledge which is extremely useful. Also, Monte Carlo simulations can determine a statistical distribution of outcomes in a stochastic process, useful in making risk-based decisions.
MPWHIT

Consistent High Quality Conversations

This show always has really smart people talking about interesting topics.
DiamondGCoupe

Too technical

For the average investor
DurbanPoison86

Review

Great podcast with great content. I like the focus on international investing as I think a lot of US investors forget there are opportunities outside of their home country. My only complaint is the guest is sometimes very quiet. Please ask them to speak directly into the microphone, or turn up their microphone.
Millennial Investor 1983

A rare opportunity to hear from portfolio managers

It’s so great hearing the point of view from the portfolio managers and analysts on where they see opportunity for investing. I love the anecdotes from their research trips, visiting companies and management around the world. And I love listening to them speak! (As opposed to reading a white paper online.) It makes the commute time in the car so much for interesting!
Derivatives Trader

Really liked Kaitlyn Murphy interview

I’m a regular listener and love the quality of your guests whether it’s sector experts like Kaitlyn (who was fantastic) or your macro panel a few weeks ago.
MunroeMorrow

Great podcast

As an investment advisor, this is a great podcast to hear from an amazing investment firm — capital group — and their experienced investment managers. I also like the occasional outsider they interview. Well done and very insightful and actionable . Their humble quiet culture shines through every podcast.
Scott.Richards

Market views for the intellectually curious

This podcast brilliantly illustrates what makes Capital Group great - intellectually curious professionals that are passionate about markets and the businesses that create investing opportunities. It is a tremendous pleasure to find a highly informative and equally highly entertaining podcast delivered by people that combine the humility, patience, curiosity, and diligence necessary to succeed long-term in an extremely complex & competitive enterprise - investing.
fergusonly1

Brilliant

Matt Miller captures the essence of Capital's superb team of analysts and investors. The best I have heard. I only wish there were more of these to provide food for thought and imagination.
Ingridleia

Love this Podcast!

New to the financial industry, this was the perfect podcast to listen to, to get the latest insights knowledge.
Msari82

Great Podcast!

I thoroughly enjoy listening to this podcast. Really insightful topics. I look forward to future episodes.
Ty Kattenhorn

Quality content

The content is relevant. They don't over complicate the topics.
Bhenry1986

Love the content always informative

I listen to this on the way to work and the topics are so well researched it makes for a great listen. Looking forward to many more episodes in the future!
Active>Passive

Definitely subscribing to this one!

Great content and insights to make sense of the investment world and become a better investor! Go active mgmt!
LA Investor

Great podcast about investing

Great insights on global investing. Matt Miller's an engaging host. Thanks!