Capital Ideas Podcast
By Capital Group
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Episodes: 308
Description
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.
| Episode | Date |
|---|---|
|
Rob Lovelace on the year ahead (2026 edition)
|
Feb 12, 2026 |
|
Why being an investment analyst is the "best job in the world"
|
Feb 05, 2026 |
|
Finding durable value in high yield tech & financials
|
Feb 04, 2026 |
|
2026 Outlook
|
Jan 29, 2026 |
|
Building resilience into portfolios over the long term
|
Jan 22, 2026 |
|
European utilities: Unlocking growth in the grid revolution
|
Jan 20, 2026 |
|
Washington watch: Outlook for the U.S. midterm elections
|
Jan 15, 2026 |
|
Banking on the big picture: How patience can pay off
|
Jan 08, 2026 |
|
Will AI take your job?
|
Dec 24, 2025 |
|
Luxury unwrapped: Inside apex brands and their fabulousness budgets
|
Dec 23, 2025 |
|
How analysts think about banks: AI, regulation and the consumer
|
Dec 18, 2025 |
|
The trouble with unsustainable debt
|
Dec 11, 2025 |
|
The rise and rise of Chinese automakers
|
Dec 09, 2025 |
|
Running a tight, high-conviction portfolio in a noisy market
|
Dec 04, 2025 |
|
Private markets and macro outlook
|
Nov 27, 2025 |
|
European industrials - innovation and tariff resilience explained
|
Nov 25, 2025 |
|
How GE Aerospace CEO Larry Culp turns problems into progress
|
Nov 20, 2025 |
|
Short-term bonds: A low-profile asset class shifts into high gear
|
Nov 13, 2025 |
|
India's strategic autonomy in global markets
|
Nov 11, 2025 |
|
Uncovering overlooked tech opportunities and the next layer of AI
|
Nov 06, 2025 |
|
U.S. versus non-US equities: Is the tide turning?
|
Oct 30, 2025 |
|
Learning to thrive in unpredictable markets
|
Oct 23, 2025 |
|
Investing through shifting global trade winds
|
Oct 16, 2025 |
|
Indian Insights: The domestic story – Part One
|
Oct 14, 2025 |
|
From summer associate to CIO: Martin Romo on Capital Group's signature investment approach
|
Oct 09, 2025 |
|
Tariffs and trade deals: Where do we go from here?
|
Oct 02, 2025 |
|
Building resilience: property and casualty insurance update
|
Sep 30, 2025 |
|
Cracking the Agg: How active fixed income can beat the benchmark
|
Sep 25, 2025 |
|
The age of robots
|
Sep 18, 2025 |
|
Health check for the pharmaceutical sector
|
Sep 16, 2025 |
|
From oil sands to OPEC: A disciplined approach to energy investing
|
Sep 10, 2025 |
|
Municipal bond investing amid rapid policy shifts
|
Sep 04, 2025 |
|
The changing face of media
|
Sep 02, 2025 |
|
From NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation
|
Aug 28, 2025 |
|
CG + KKR: Unlocking private markets for everyday investors
|
Aug 21, 2025 |
|
Investing in AI for the long term: A tech investor's view
|
Aug 14, 2025 |
|
Finding the 'DeepSeek moments' across Asia
|
Aug 12, 2025 |
|
Asset allocation in uncertain times
|
Aug 07, 2025 |
|
Don't overlearn lessons: Staying nimble in turbulent markets
|
Jul 31, 2025 |
|
Is the trade war killing globalization?
|
Jul 24, 2025 |
|
Exploring Latin America: Seeking innovators in Brazil - Part 2
|
Jul 23, 2025 |
|
Innovation in Asia and Europe: Why now matters
|
Jul 17, 2025 |
|
2025 Midyear Outlook
|
Jul 10, 2025 |
|
Exploring Latin America: Local knowledge key for Mexico - Part 1
|
Jul 08, 2025 |
|
Investing in South Asia's emerging markets: India's embrace of free enterprise
|
Jul 03, 2025 |
|
Made in America: Can the U.S. rebuild its manufacturing might?
|
Jun 26, 2025 |
|
Unearthing gold among African bonds – Part 2
|
Jun 24, 2025 |
|
Decoding dividend investing: Lessons in resilience amid volatility
|
Jun 18, 2025 |
|
How emerging markets could win the trade war
|
Jun 12, 2025 |
|
Resilient markets: How frontier debt is weathering global volatility - Part 1
|
Jun 10, 2025 |
|
Adventures in small-cap investing
|
Jun 05, 2025 |
|
The U.S. loses its triple-A credit rating. What's next?
|
May 29, 2025 |
|
Power shifts: The future of European utilities
|
May 27, 2025 |
|
Building resilient portfolios in volatile markets
|
May 22, 2025 |
|
Is U.S. dollar dominance ending?
|
May 15, 2025 |
|
Fundamentals of investing: Embracing simplicity
|
May 08, 2025 |
|
Tariff impacts on global markets
|
May 01, 2025 |
|
Unlocking longevity: The future of health and aging
|
Apr 29, 2025 |
|
How avalanche safety training applies to high-yield debt investing
|
Apr 24, 2025 |
|
Patience helps a veteran investor manage through crisis
|
Apr 17, 2025 |
|
Autos: an industry disrupted
|
Apr 15, 2025 |
|
How the COVID pandemic may continue to shape society and investments
|
Apr 10, 2025 |
|
Long-term investing: The value of thinking differently
|
Apr 03, 2025 |
|
The outlook for European banks
|
Apr 01, 2025 |
|
Emerging markets investing: Four decades of wisdom
|
Mar 27, 2025 |
|
Are tariffs a threat to the U.S. economy?
|
Mar 20, 2025 |
|
Cutting through the AI hype
|
Mar 18, 2025 |
|
Thinking outside the U.S. box: Emerging markets opportunities
|
Mar 13, 2025 |
|
How 5 women investors thrive in a competitive industry
|
Mar 06, 2025 |
|
Charting the course for tomorrow's cruiseliners
|
Mar 04, 2025 |
|
Research to runway: Investing in disruptive business models
|
Feb 27, 2025 |
|
Artificial intelligence is transforming the American heartland
|
Feb 20, 2025 |
|
How to approach rainy-day investing in record-high markets
|
Feb 13, 2025 |
|
Risk management: Investing amid uncertainty
|
Feb 06, 2025 |
|
Chicago bull: Talking markets (and basketball) with Martin Jacobs
|
Jan 30, 2025 |
|
2025 and beyond: Key industry and market trends
|
Jan 23, 2025 |
|
New York to Tokyo: Investing insights from a global nomad
|
Jan 16, 2025 |
|
2025 Outlook
|
Jan 02, 2025 |
|
Soaring with Capital Group Vice Chair Jody Jonsson
|
Dec 26, 2024 |
|
Is 'The New Geography of Investing' still new?
|
Dec 19, 2024 |
|
AI spending spree: Where's the payoff?
|
Dec 12, 2024 |
|
Bond talk: When income is what you seek
|
Dec 05, 2024 |
|
Travel revival: Investment opportunities by land, sea and air
|
Nov 28, 2024 |
|
U.S. Election Day key takeaways
|
Nov 21, 2024 |
|
How bonds could shine as interest rates decline
|
Nov 14, 2024 |
|
Confessions of a value investor
|
Nov 07, 2024 |
|
Connecting the science and the business of drug innovation
|
Oct 31, 2024 |
|
Retail-investing success: Anne-Marie Peterson on the power of culture
|
Oct 24, 2024 |
|
What is the Benjamin Button economy?
|
Oct 17, 2024 |
|
Growth vs. value: Is the tide turning?
|
Oct 10, 2024 |
|
How the generative AI revolution might affect long-term investing
|
Oct 03, 2024 |
|
High steaks: The coming food transformation
|
Sep 26, 2024 |
|
AI revolution: Winter of disillusion on the horizon?
|
Sep 19, 2024 |
|
Conversations with Mike Gitlin: Featuring Courtney Wolf
|
Sep 12, 2024 |
|
Asia focus: Is Indonesia poised for takeoff?
|
Sep 05, 2024 |
|
Risky business: Investing in troubled companies
|
Aug 29, 2024 |
|
Conversations with Mike Gitlin: Featuring Winnie Kwan
|
Aug 22, 2024 |
|
The heavy impact of weight loss drugs
|
Aug 15, 2024 |
|
Election Watch: A November to remember
|
Aug 08, 2024 |
|
Conversations with Mike Gitlin: Featuring Chris Buchbinder
|
Aug 01, 2024 |
|
The future of global equities
|
Jul 25, 2024 |
|
2024 Midyear Outlook
|
Jul 18, 2024 |
|
Conversations with Mike Gitlin: Featuring John Queen
|
Jul 11, 2024 |
|
Small-cap stocks: Turning over many rocks in search of a few gems
|
Jul 04, 2024 |
|
Is the world prepared for population decline?
|
Jun 27, 2024 |
|
Conversations with Mike Gitlin: Featuring Mark Casey
|
Jun 20, 2024 |
|
Columnist David Brooks on "How to Know a Person"
|
Jun 13, 2024 |
|
U.S. interest rates: Where do we go from here?
|
Jun 06, 2024 |
|
Conversations with Mike Gitlin: Featuring Kirstie Spence
|
May 30, 2024 |
|
Bond talk: Can credit markets continue to run strong?
|
May 23, 2024 |
|
The new reality of investing in 2024
|
May 16, 2024 |
|
Conversations with Mike Gitlin: Featuring Alan Wilson
|
May 09, 2024 |
|
Megatrends to watch over the next decade or more
|
May 02, 2024 |
|
What's the state of the states?
|
Apr 25, 2024 |
|
Conversations with Mike Gitlin: Featuring Jessica Spaly
|
Apr 18, 2024 |
|
Can the U.S. economy survive higher interest rates?
|
Apr 17, 2024 |
|
Mastering the obvious for investment success
|
Apr 11, 2024 |
|
Conversations with Mike Gitlin: Featuring Carl Kawaja
|
Mar 28, 2024 |
|
Will commercial real estate sink the U.S. economy?
|
Mar 21, 2024 |
|
The American energy juggernaut
|
Mar 14, 2024 |
|
Why women make great investors
|
Mar 07, 2024 |
|
Lessons from a research trip to India
|
Feb 29, 2024 |
|
Conversations with Mike Gitlin: Featuring Rob Lovelace
|
Feb 22, 2024 |
|
Investing in an election year
|
Feb 15, 2024 |
|
Waiting for stocks to go on sale
|
Feb 09, 2024 |
|
32 years of investing in a complicated jigsaw puzzle
|
Feb 01, 2024 |
|
Assessing the big gap between large- and small-cap stocks
|
Jan 25, 2024 |
|
Friendshoring: The Rise of Mexico
|
Jan 18, 2024 |
|
2024 Outlook
|
Jan 11, 2024 |
|
Through the years: An interview with former Capital Group CEO Tim Armour
|
Jan 04, 2024 |
|
The Best of the Capital Ideas Podcast
|
Dec 28, 2023 |
|
Bringing imagination and creativity to growth investing
|
Dec 21, 2023 |
|
Is human insight still relevant in investing?
|
Dec 14, 2023 |
|
Acorns to oaks: The power of small-cap stocks
|
Nov 30, 2023 |
|
Fed watch: Is inflation under control yet?
|
Nov 23, 2023 |
|
From Jersey to Japan: The merits of global diversification
|
Nov 16, 2023 |
|
Washington watch: Assessing the U.S. presidential election one year out
|
Nov 09, 2023 |
|
On the hunt for hidden investment opportunities
|
Nov 02, 2023 |
|
The new reality of investing (2024 edition)
|
Oct 26, 2023 |
|
Investing in big, structural changes
|
Oct 19, 2023 |
|
What Led Zeppelin and investing have in common
|
Oct 12, 2023 |
|
World view: What's next for inflation and interest rates?
|
Oct 05, 2023 |
|
You can't have 100 best friends
|
Sep 28, 2023 |
|
Navigating 23 downturns in 35 years of investing
|
Sep 21, 2023 |
|
Are video games recession proof?
|
Sep 14, 2023 |
|
Literary love: 6 book ideas from Capital's investment team
|
Sep 07, 2023 |
|
Emerging markets re-emerging
|
Aug 31, 2023 |
|
Lessons over 50 years of fixed income investing, part 2
|
Aug 24, 2023 |
|
Investing through crisis
|
Aug 16, 2023 |
|
Semiconductor industry emerges stronger from the pandemic
|
Aug 10, 2023 |
|
Lessons over 50 years of fixed income investing, part 1
|
Aug 03, 2023 |
|
2023 Midyear Outlook
|
Jul 27, 2023 |
|
Guide to market recoveries
|
Jul 20, 2023 |
|
3 lessons from a lifelong tech investor
|
Jul 13, 2023 |
|
How AI could change the investment landscape
|
Jul 06, 2023 |
|
Trying to avoid investment mistakes
|
Jun 29, 2023 |
|
Is the bear market over?
|
Jun 22, 2023 |
|
High yield bonds: Avoiding the peaks and valleys
|
Jun 15, 2023 |
|
The power of concentration
|
Jun 08, 2023 |
|
Investing in a technicolor world
|
Jun 01, 2023 |
|
3 reasons for a strong potential recovery
|
May 25, 2023 |
|
Debt ceiling showdown approaches 11th hour
|
May 18, 2023 |
|
The dividend decade
|
May 11, 2023 |
|
The Art of Stock Picking
|
May 05, 2023 |
|
Tech sector turnaround: Will it last?
|
Apr 28, 2023 |
|
Tech innovation creates health care investment opportunities
|
Apr 21, 2023 |
|
10 lessons from 2008 that apply today
|
Apr 14, 2023 |
|
Why the world keeps getting better
|
Apr 07, 2023 |
|
New growth investing opportunities, part 2
|
Mar 31, 2023 |
|
Making sense of banking sector turmoil
|
Mar 22, 2023 |
|
10 investment themes for 2023
|
Mar 17, 2023 |
|
New growth investing opportunities, part I
|
Mar 10, 2023 |
|
International markets outlook for 2023
|
Mar 03, 2023 |
|
Is the 60/40 portfolio still a good investment strategy?
|
Feb 24, 2023 |
|
5 keys to investing in 2023
|
Feb 17, 2023 |
|
The AI inflection point, with Martin Romo
|
Feb 10, 2023 |
|
Could we be witnessing an industrial renaissance?
|
Jan 27, 2023 |
|
Finding value in volatility
|
Dec 16, 2022 |
|
Airshow confidential: Is aerospace taking off?
|
Dec 02, 2022 |
|
The revenge of brick-and-mortar retail?
|
Nov 18, 2022 |
|
Recession watch
|
Nov 04, 2022 |
|
U.S. midterm elections: Who will prevail?
|
Oct 20, 2022 |
|
Chip War with author Chris Miller
|
Oct 07, 2022 |
|
COVID distortions fanned the flames of inflation
|
Sep 23, 2022 |
|
The Fed Unbound with author Lev Menand
|
Sep 09, 2022 |
|
4 portfolio managers on braving bear markets
|
Aug 26, 2022 |
|
All-weather investing amid the storm
|
Aug 12, 2022 |
|
From the dollar to bitcoin: Currency deep dive
|
Jul 29, 2022 |
|
Midyear Outlook
|
Jul 15, 2022 |
|
Talking tech: Software and social media
|
Jul 01, 2022 |
|
Wheels up: The return of air travel
|
Jun 24, 2022 |
|
Seeking opportunities in an uncertain world
|
Jun 03, 2022 |
|
What's next for U.S. equities?
|
May 20, 2022 |
|
Fed rate hikes: How high will they go?
|
May 06, 2022 |
|
China then and now, with portfolio manager Steve Watson
|
Apr 22, 2022 |
|
International investing in volatile markets
|
Apr 08, 2022 |
|
The future of media & entertainment: Metaverse now?
|
Mar 25, 2022 |
|
10 investment themes for 2022
|
Mar 11, 2022 |
|
Is software ready for a reboot?
|
Feb 25, 2022 |
|
The Lords of Easy Money with author Christopher Leonard
|
Jan 28, 2022 |
|
The best of Capital Ideas — Pandemic edition
|
Jan 14, 2022 |
|
Will the COVID Grinch steal Christmas?
|
Dec 17, 2021 |
|
Is Bitcoin too big to ignore?
|
Dec 03, 2021 |
|
Dividend deep dive
|
Nov 05, 2021 |
|
What to expect when the Fed tapers
|
Oct 08, 2021 |
|
Deurbanization: Are big cities in jeopardy?
|
Sep 24, 2021 |
|
Sharpen your critical thinking with The Scout Mindset
|
Sep 10, 2021 |
|
Three Days at Camp David: The secret meeting that transformed the global economy
|
Aug 27, 2021 |
|
What's next for global bond markets?
|
Jul 30, 2021 |
|
How boards work, with author Dambisa Moyo
|
Jul 02, 2021 |
|
Is Big Tech in big trouble?
|
Jun 18, 2021 |
|
"The New Class War" with author Michael Lind
|
May 21, 2021 |
|
Investing in Europe's recovery
|
Apr 23, 2021 |
|
Investing in China — Revisited
|
Mar 26, 2021 |
|
"Don't eat the pizza" and other bits of investment wisdom
|
Feb 26, 2021 |
|
Washington focus with Matt Miller
|
Jan 29, 2021 |
|
The age of Angrynomics
|
Jan 15, 2021 |
|
2021 Outlook
|
Dec 31, 2020 |
|
Retiring bond manager charts the path ahead
|
Dec 11, 2020 |
|
Adapt or die: Retailers navigate the pandemic storm
|
Dec 04, 2020 |
|
Health care's future is now
|
Oct 22, 2020 |
|
Acorns to oaks: 2 views on small-cap stocks
|
Sep 24, 2020 |
|
Lessons learned from a half-century of investing
|
Sep 10, 2020 |
|
Video games triumph in the stay-at-home era
|
Aug 27, 2020 |
|
Municipal bond market: 2020 update
|
Aug 14, 2020 |
|
John Maynard Keynes and The Price of Peace
|
Jul 17, 2020 |
|
Engineering the future of civilization with Lord John Browne
|
Jul 10, 2020 |
|
What's next for global equities?
|
Jul 02, 2020 |
|
Radical uncertainty
|
Mar 06, 2020 |
|
Coronavirus update: A view from the ground
|
Feb 27, 2020 |
|
The best of Capital Ideas, vol. 2
|
Feb 21, 2020 |
|
Streaming wars
|
Feb 07, 2020 |
|
Oil change: Snapshot of an evolving industry
|
Jan 24, 2020 |
|
What's next for Brexit?
|
Jan 10, 2020 |
|
2020 Outlook
|
Dec 27, 2019 |
|
What's in store for the U.S. retail sector?
|
Dec 13, 2019 |
|
A guide to international investing
|
Nov 29, 2019 |
|
Municipal bonds under the microscope
|
Nov 15, 2019 |
|
Robert Shiller on "Narrative Economics"
|
Nov 01, 2019 |
|
Beyond the trade war: Long-term investing in China
|
Oct 18, 2019 |
|
6 keys to better investment manager selection
|
Sep 20, 2019 |
|
Sweat equities: Metals, mining and utilities
|
Sep 06, 2019 |
|
The technology trap
|
Aug 23, 2019 |
|
The secrets of high net worth investors
|
Aug 09, 2019 |
|
The future is Asian
|
Jul 19, 2019 |
|
An engineer's view of the stock market
|
Jul 12, 2019 |
|
2019 Midyear Outlook
|
Jun 28, 2019 |
|
What Morningstar's shake-up means for bond investors
|
Jun 14, 2019 |
|
AMBAL manager on his outlook and markets
|
May 31, 2019 |
|
The case for international equities
|
May 17, 2019 |
|
U.S. automakers signal a lane change
|
May 03, 2019 |
|
Chip off the old block: The semiconductor comes of age
|
Apr 19, 2019 |
|
How to make your workplace a better place with Adam Grant
|
Apr 05, 2019 |
|
When is the next recession?
|
Mar 22, 2019 |
|
Today's retirement realities
|
Mar 08, 2019 |
|
On the ground in China
|
Feb 22, 2019 |
|
Which way Brexit?
|
Feb 15, 2019 |
|
3 views on the markets in 2019
|
Jan 25, 2019 |
|
Beyond yields and spreads: What drives the global bond market?
|
Jan 11, 2019 |
|
2019 Outlook: Markets and economies
|
Dec 28, 2018 |
|
Global bond market outlook
|
Dec 14, 2018 |
|
Is AI the next big economic growth catalyst?
|
Nov 16, 2018 |
|
Can the U.S. bull market keep running?
|
Nov 02, 2018 |
|
A flexible approach to global investing
|
Oct 18, 2018 |
|
The changing face of emerging markets
|
Oct 05, 2018 |
|
The big-picture outlook for small-cap stocks
|
Sep 21, 2018 |
|
3 views on today's markets
|
Sep 07, 2018 |
|
Predicting the markets with Ed Yardeni
|
Aug 24, 2018 |
|
Income investing in a rising-rate environment
|
Aug 10, 2018 |
|
2018 Midyear Outlook
|
Jul 27, 2018 |
|
The best of Capital Ideas
|
Jul 13, 2018 |
|
Lessons learned from 45 years of investing
|
Jun 29, 2018 |
|
A.I.: Learn the pros and cons
|
Jun 12, 2018 |
|
Investing in Flight
|
Jun 01, 2018 |
|
It's politics
|
May 18, 2018 |
|
Bracing for higher U.S. inflation and interest rates
|
May 03, 2018 |
|
Media's Blurred Lines
|
Apr 20, 2018 |
|
Will the Declining Dollar Continue Its Descent?
|
Apr 06, 2018 |
|
How Can Investors Prepare for 2018 U.S. Tax Reforms?
|
Mar 23, 2018 |
|
U.S.-China Trade: Tensions Rising
|
Mar 12, 2018 |
|
Energy and the New Geopolitics
|
Mar 09, 2018 |
|
Fixed Income in Today's Volatile Climate
|
Feb 23, 2018 |
|
Tim Armour on Market Volatility
|
Feb 09, 2018 |
|
Michael Kitces: How Advisors Can Find Their Niche Online
|
Jan 26, 2018 |
|
The Outlook for International Equities
|
Jan 12, 2018 |
|
How High Can Tech Go?
|
Dec 29, 2017 |
|
Outlook 2018: Markets and Economies
|
Dec 15, 2017 |
|
Emerging Markets Investing: From Smokestacks to Smartphones
|
Dec 01, 2017 |
|
U.S. Retail Outlook: Life Beyond Amazon?
|
Nov 17, 2017 |
|
Women and Investing: Dispelling Myths
|
Nov 03, 2017 |
|
Efficient Markets Reconsidered
|
Oct 27, 2017 |
|
U.S. Interest Rate Outlook: Don't Fear the Fed
|
Oct 13, 2017 |
|
International Investing Takes Center Stage
|
Sep 29, 2017 |
|
A Conversation With the Former U.S. Ambassador to Germany
|
Sep 15, 2017 |
|
Why Wall Street Matters
|
Sep 01, 2017 |
|
Investing in Pharma's Frontier
|
Aug 18, 2017 |
|
Health Care's Reluctant Crusader
|
Aug 04, 2017 |
|
Why Bond Funds Should Behave Like Bond Funds
|
Jul 21, 2017 |
|
2017 Midyear Outlook: Markets and Economies
|
Jul 06, 2017 |
|
Navigating the U.S. Municipal Bond Market
|
Jun 23, 2017 |
|
Do U.S. Equities Have Room to Run?
|
Jun 09, 2017 |
|
Beyond Brexit
|
May 26, 2017 |
|
Rising in the East: China's Economic Outlook
|
May 12, 2017 |
|
Driverless Cars and AI — Oh, My!
|
Apr 28, 2017 |
|
Where Geopolitics and Investing Intersect
|
Apr 12, 2017 |
|
Alan Greenspan: The Man Who Knew
|
Mar 28, 2017 |
|
The New Reality of Global Investing
|
Mar 28, 2017 |
|
Top Investment Themes for 2017
|
Mar 28, 2017 |