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Rank #116 in Investing category

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Capital Ideas Investing Podcast

Updated 4 days ago

Rank #116 in Investing category

Business
Education
Investing
Read more

Want to get smarter about investing? Then learn from the pros. The Capital Ideas podcast brings you the best thinking from Capital Group, one of the world’s leading investment firms. Prepare to be engaged, enlightened and entertained as host Matt Miller gets to the crux of today’s most compelling investment stories.

Read more

Want to get smarter about investing? Then learn from the pros. The Capital Ideas podcast brings you the best thinking from Capital Group, one of the world’s leading investment firms. Prepare to be engaged, enlightened and entertained as host Matt Miller gets to the crux of today’s most compelling investment stories.

iTunes Ratings

144 Ratings
Average Ratings
128
6
5
1
4

Consistent High Quality Conversations

By MPWHIT - Jan 11 2020
Read more
This show always has really smart people talking about interesting topics.

Quality content

By Ty Kattenhorn - Jun 10 2017
Read more
The content is relevant. They don't over complicate the topics.

iTunes Ratings

144 Ratings
Average Ratings
128
6
5
1
4

Consistent High Quality Conversations

By MPWHIT - Jan 11 2020
Read more
This show always has really smart people talking about interesting topics.

Quality content

By Ty Kattenhorn - Jun 10 2017
Read more
The content is relevant. They don't over complicate the topics.
Cover image of Capital Ideas Investing Podcast

Capital Ideas Investing Podcast

Latest release on Jan 24, 2020

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Want to get smarter about investing? Then learn from the pros. The Capital Ideas podcast brings you the best thinking from Capital Group, one of the world’s leading investment firms. Prepare to be engaged, enlightened and entertained as host Matt Miller gets to the crux of today’s most compelling investment stories.

Rank #1: Beyond yields and spreads: What drives the global bond market?

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Capital Group portfolio manager Mark Brett discusses worldwide opportunities in the fixed income markets. As rising interest rates, global trade disputes and geopolitical conflicts keep investors on edge, Brett explains his approach to identifying untapped value and seeking to avoid excessive risks.

Mark Brett is a portfolio manager specializing in global bonds. He has 39 years of investment experience and has been with Capital Group for 24 years. Prior to joining Capital, Mark was an economist and strategist with Barclays de Zoete Wedd (formerly de Zoete and Bevan). He is based in London.

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.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Jan 11 2019

43mins

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Rank #2: Robert Shiller on “Narrative Economics”

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The title of Nobel Prize-winning economist Robert Shiller’s latest book, “Narrative Economics,” is telling — literally. It spotlights stories people have told one another throughout recorded history that reflect and, Shiller argues, often shape their economic circumstances. Here he discusses the most enduring and relevant of these narratives and suggests how their implications could help shape the future of both academics and policymaking.

Robert Shiller is an economist, academic and bestselling author. He serves as Sterling Professor of Economics at Yale and is a fellow at the Yale School of Management's International Center for Finance. He received his Ph.D. from MIT and his bachelors degree from the University of Michigan. He was awarded the Nobel Prize in Economic Sciences jointly with Eugene Fama and Lars Peter Hansen in 2013.

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.

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 thecapitalgroup.com/ca for Capital Group insights.

Nov 01 2019

37mins

Play

Rank #3: 2018 Midyear Outlook

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This episode features Capital Group’s 2018 Midyear Outlook. Three seasoned investment professionals offer a status report on the financial markets — both equity and fixed income — and the global economy at midyear.

Want continuing education credit? Financial professionals (CFP* and CIMA) can take the quiz after listening. Note: You’ll be directed to AssetTV.com. Just click the gold CE Quiz logo to take the quiz.

*CFP credit available only in the U.S.

Panelists:

Mike Gitlin is head of fixed income at Capital Group. He has 24 years of investment industry experience and joined Capital in 2015. Mike was previously the head of fixed income and global head of trading for T. Rowe Price.

Jody Jonsson is an equity portfolio manger at Capital Group. She has 29 years of investment experience, 27 with Capital. She has covered industries such as insurance and household products. She holds an MBA from Stanford Graduate School of Business.

Darrell Spence is an economist at Capital Group. He has 25 years of investment industry experience, all with Capital. He is a CFA charterholder and earned a bachelor's degree in economics from Occidental College.

Will McKenna is vice president of investment communications at Capital Group. He has 21 years of experience in the investment business, the last 16 with Capital . Before that, he was at Mercer Management Consulting in New York. Will holds a BA from Princeton.

Your host Matt Miller is a political economist and corporate affairs advisor at Capital Group and regular host of the Capital Ideas podcast. An author and former Washington Post columnist, Miller was co-host of the public radio program Left, Right & Center.

Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

Jul 27 2018

52mins

Play

Rank #4: Alan Greenspan: The Man Who Knew

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Biographer Sebastian Mallaby discusses the life and times of Alan Greenspan, former Chairman of the Federal Reserve and one of the most influential figures in the history of modern finance.

Mr. Mallaby is the Paul A. Volcker Senior Fellow for International Economics at the Council on Foreign Relations. For more information about Mr. Mallaby and his award-winning Greenspan biography, visit CFR.org.

Your host, Matt Miller, is 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.

Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

Mar 28 2017

36mins

Play

Rank #5: Predicting the markets with Ed Yardeni

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Economist and investment strategist Ed Yardeni discusses his new book, Predicting the Markets: A Professional Autobiography, and offers his thoughts on why the nine-year-long bull market in U.S. equities can continue. Listen to hear his straightforward rationale.

Dr. Ed Yardeni is the president of Yardeni Research, Inc., a provider of global investment strategy and asset allocation recommendations. He previously served as chief investment strategist of Oak Associates, Prudential Equity Group and Deutsche Bank’s U.S. equities division in New York.

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.

Do you have suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Aug 24 2018

38mins

Play

Rank #6: 2017 Midyear Outlook: Markets and Economies

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At the midyear point, answers to some of 2017’s burning questions about the global economic recovery and financial markets are coming into focus. Capital Group portfolio managers Jody Jonsson and David Hoag and economist Darrell Spence join host Matt Miller for a lively exchange of ideas with profound implications for investors.

Want continuing education credit? U.S. financial professionals can take the quiz here: https://www.assettv.com/player/assettv-us-masterclass-player/105042?cid=sf_pa_10101

Listen and learn:

  • Whether the U.S., Europe and China are in the midst of a synchronized global recovery
  • How long the U.S.’s eight-year bull market can continue
  • Whether rising interest rates will cast a pall over the bond market

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.

Related: Midyear Outlook: The Global Economic Picture Brightens (U.S.) 

www.thecapitalgroup.com/ca/insights/articles/midyear-outlook-2017 (Canada)

Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

Jul 06 2017

56mins

Play

Rank #7: Outlook 2018: Markets and Economies

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Capital Group’s annual Outlook is a widely anticipated watch/listen/read within the investment community. Listen to this 2018 podcast rendition and learn whether global equities are still attractive during this protracted bull market, how fixed income assets might react to rising interest rates and how the economic outlook is shaping up for developed and emerging markets.

Want continuing education credit? U.S. financial professionals can take the quiz after listening.

Rob Lovelace is vice chairman of Capital Group and an equity portfolio manager. He has 31 years of investment experience, all with Capital. He holds a bachelor's in geology from Princeton and is a CFA charterholder.

David Hoag is a fixed income portfolio manager at Capital Group. He has 29 years of investment experience, 25 with Capital. He holds an MBA from the University of Chicago and a bachelor’s degree from Wheaton College.

Darrell Spence is an economist at Capital Group. He has 24 years of investment industry experience, all with Capital. He is a CFA charterholder and holds a bachelor's degree in economics from Occidental College, where he graduated cum laude.

Will McKenna moderates the panel. He has 21 years of experience in the investment business, 16 with Capital Group. Before that, he was at Mercer Management Consulting in New York. Will holds a BA from Princeton.

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.

Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

Related: 2018 Outlook: Time for Balance and Flexibility

U.S. | Canada

The Capital Ideas websites are not intended for use by Canadian audiences. In Canada, please visit capitalgroup.com/ca for Capital Group insights. Not all Capital Group’s 13 model portfolios mentioned are available outside the U.S.

Dec 15 2017

53mins

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Rank #8: 3 views on today’s markets

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This episode features a diverse sampling of perspectives from three Capital Group investment professionals. Economist Jared Franz shares his outlook for the global economy. Equity investment analyst Jeff Garcia spotlights opportunities in today’s emerging markets, especially Latin America. And fixed income portfolio manager Shannon Ward discusses the high-yield bond market.

Jared Franz is an economist at Capital Group. He covers the U.S. and Latin America. Jared joined Capital Group in 2015. He holds a PhD in economics from the University of Illinois and a bachelor’s degree from Northwestern University.

Jeff Garcia is an equity investment analyst at Capital Group. He covers consumer discretionary, financials, health care and information technology in Latin America. He has seven years of investment experience, all with Capital Group. He holds a bachelors degree from Stanford University.

Shannon is a fixed income portfolio manager at Capital Group. She has 25 years of investment industry experience, including one year with Capital Group. Previously, she worked as a portfolio manager with Oaktree Capital Management. She holds an MBA from the University of Southern California and a bachelors degree from University of California, Santa Barbara.

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.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Sep 07 2018

34mins

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Rank #9: Where Geopolitics and Investing Intersect

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Today’s geopolitical stakes couldn’t be higher. Political disruption in the U.S. and Great Britain now may be extending to Europe. And China is asserting its new economic might in ways that have strained relations with the U.S. and others. Here to help make sense of it all — including implications for investors — is political economist Michael Thawley, a 10-year veteran of Capital Group with more than 30 years’ experience in international diplomacy.

Listen and learn:

  • Why today’s geopolitical scene may reflect the most uncertain period in recent memory
  • What’s at stake in Europe’s upcoming elections
  • Why the struggle for dominance between China and the U.S. in the Western Pacific is waking the neighbors

Your host, Matt Miller, is 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.

Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

Apr 12 2017

25mins

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Rank #10: Driverless Cars and AI — Oh, My!

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Technology has so accelerated the pace of innovation that ideas quickly go from invention to widespread adoption. What’s driving this rapid change, and what are the implications for the global economy? Mark Casey has grappled with these questions for 17 years as an equity portfolio manager who covers U.S. internet companies from Capital Group’s San Francisco office.

Listen and learn:

  • What is machine learning, and how is it different from artificial intelligence?
  • Self-driving cars are coming. Who might they leave behind?
  • Why might routine be your enemy?

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.

Related Infographic: Artificial Intelligence: It's Not the Future, It's Now

Apr 28 2017

36mins

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Rank #11: The best of Capital Ideas

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Whether you’re a regular listener or tuning in for the first time, this episode may be just your cup of tea. We’ve compiled the most memorable moments and astute investment insights from our impressive lineup of guests over the past year and a half.

There’s something here for everybody. Do you like:

  • International politics? (Got you covered)
  • Intriguing authors? (Check)
  • High-tech . . . pharma . . . AI? (Check, check, check)

Regulars, enjoy the trip down Memory Lane. First-timers, be advised — listen and you might get hooked.

Matt Miller is a political economist and corporate affairs advisor at Capital Group and regular host of the Capital Ideas podcast. An author and former Washington Post columnist, Miller was co-host of the public radio program Left, Right & Center.

Want to suggest a future topic for Capital Ideas? Contact our editorial team at CapitalIdeas@capgroup.com.

Jul 13 2018

45mins

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Rank #12: Today’s retirement realities

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Employer-sponsored 401(k)s and other defined contribution plans have become the foundation of the U.S. retirement system, but there's a $5 trillion savings gap that still needs to be addressed. In this episode, Ralph Haberli, head of the retirement business at Capital Group, suggests how 401(k) plans could do better for their participants.

Ralph Haberli is a sales director and heads the institutional retirement business at Capital Group. He has 18 years of industry experience, two at Capital. Ralph was formerly head of distribution for defined contribution at BlackRock. He holds an MBA from Northwestern University's Kellogg School of Management and a bachelor's from Yale.

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.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Mar 08 2019

24mins

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Rank #13: Will the Declining Dollar Continue Its Descent?

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Currency movements had a big impact on investment returns in 2017, especially as the U.S. dollar weakened throughout the year. Will that powerful trend continue? In this podcast, Capital Group currency analyst Jens Søndergaard offers his view on where the dollar may be headed in 2018, relative to the euro, the yen and other major currencies, as well as the key investment implications.

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.

Do you have any topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Related:

Time for Investors to Rethink Dollar’s Impact on International Equities

The Capital Ideas websites are not intended for use by Canadian audiences. In Canada, please visit capitalgroup.com/ca.

Apr 06 2018

28mins

Play

Rank #14: On the ground in China

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Recorded in Hong Kong, this episode takes you behind the scenes for an in-depth look at China and the critical issues of growth, trade and geopolitics. Host Matt Miller dropped in on investment analyst Andrew Dougherty, economist Stephen Green and portfolio manager Steve Watson to get their perspectives on themes of vital importance to investors the world over.

Andrew Dougherty covers Asia-Pacific real estate as an equity analyst. He has 14 years of investment industry experience, all with Capital Group. Earlier in his career at Capital he was a China economist and research director. He holds degrees from Cambridge and George Washington University.

Stephen Green covers Asia as an economist. He has 14 years of investment industry experience, four with Capital. Previously, he was head of research for Greater China at Standard Chartered Bank in China and Hong Kong. Before that he ran the Asia program at Chatham House, the U.K. think tank. 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.

Steve Watson has 31 years of investment experience, 29 with Capital. Earlier in his career, as an equity investment analyst at Capital, he covered Asian property and transportation, as well as European transportation and utilities companies. He has an MBA in finance and an MA in French studies from New York University as well as a bachelor's in French from the University of Massachusetts. 

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.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Feb 22 2019

41mins

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Rank #15: Do U.S. Equities Have Room to Run?

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Do U.S. Equities Have Room to Run?

Eight years into its current expansion, the U.S. economy has given investors cause for concern. How much longer can it grow? Portfolio manager Mike Kerr acknowledges the elephant in the room but continues to find conditions favorable for U.S. equities in a number of key industries.

Listen and learn:

  • Which three industries are poised to lead U.S. growth in the decade ahead
  • Where it pays to be value-oriented as a growth investor
  • How this veteran energy analyst recognized and took advantage of a 30-year opportunity in oil

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.

Do you have any topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Jun 09 2017

32mins

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Rank #16: Why Wall Street Matters

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If you have a credit card, a car loan or any number of other financial products, Wall Street has an impact on your life. In this podcast, author and former investment banker William D. Cohan explains “Why Wall Street Matters” to just about everyone. That’s also the title of his new book, which provides a counterargument to the widespread vilification of Wall Street in the national media and on Capitol Hill.

Listen and learn:

  • How Wall Street came to be viewed as an irredeemable villain
  • Why it’s so important to know the truth about this critical engine of our economy
  • What can be done to restore confidence in our financial institutions

Your host, Matt Miller, is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was previously co-host of the public radio program Left, Right & Center.

Related: 10 Charts That Explain What You Need to Know About the U.S. Economy

Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

Sep 01 2017

31mins

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Rank #17: Michael Kitces: How Advisors Can Find Their Niche Online

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As an advisor and industry trendspotter, Michael Kitces and his Nerd’s Eye View blog are required reading for many financial advisors. In turn, Kitces devotes much of his time generating free content for the blog, which has become central to his strategy and to his other advisor-related businesses. In this podcast, Kitces discusses how content can pull in new business for advisors. He also gives practical tips for advisors to get started, even if they’re not comfortable writing.

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.

Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

Jan 26 2018

27mins

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Rank #18: A.I.: Learn the pros and cons

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What is artificial intelligence? Would we know it if we could see it? Professor and author Hod Lipson offers startling insight into the impact A.I. is already having on our lives and where it’s likely to lead us in the not-distant future. Should our worst fears about A.I. overshadow its potential upside? Humans of all stripes — and investors, in particular — will want to listen and find out.

Hod Lipson is a professor of mechanical engineering and data science at Columbia University and co-author of the award-winning book Fabricated: The New World of 3D Printing and Driverless: Intelligent Cars and the Road Ahead.

Matt Miller is a political economist and corporate affairs advisor at Capital Group and regular host of the Capital Ideas podcast. An author and former Washington Post columnist, Miller was co-host of the public radio program Left, Right & Center.

Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

Jun 12 2018

33mins

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Rank #19: The secrets of high net worth investors

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Here’s a news flash for financial advisors who think their clients are telling them everything: There’s a good chance they aren’t. In fact, they are probably keeping some big secrets that could jeopardize their long-term investment returns. In this podcast, Capital Group’s head of consumer research, Mike Van Wyk, reveals what these investors might be hiding and suggests steps advisors can take to strengthen their client relationships.

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.

Mike Van Wyk is Vice President of Customer Research & Insights at Capital Group. He has 21 years of industry experience, three with Capital. Previously, Mike was director of global strategy development and advanced research methods at Procter & Gamble. He holds an MBA from the University of Texas and a bachelor's from Michigan State University.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Aug 09 2019

37mins

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Rank #20: Investing in Flight

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Capital Group aerospace and defense analyst Todd Saligman discusses his positive outlook for the fast-growing commercial aircraft industry, the fierce competition between Airbus and Boeing and the favorable impact of sharply higher U.S. defense spending.

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.

Todd Saligman has nine years of investment industry experience, five of those with Capital Group. Prior to joining Capital, he worked at Select Equity Group, Dodge & Cox and Goldman, Sachs. He holds an MBA from Harvard Business School and a bachelor’s degree in economics from the University of Pennsylvania.

Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

Jun 01 2018

35mins

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Oil change: Snapshot of an evolving industry

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Today’s global oil industry is experiencing a period of disruption, says investment analyst Jacinto Hernandez. From the technological (the shale revolution) to the geopolitical (rising Middle East tensions) to the environmental (ESG concerns), Hernandez breaks down the forces shaping his outlook and draws from his 19 years covering energy to consider the implications for investors.

Jacinto Hernandez is an equity investment analyst with research responsibility for global oil & gas exploration and production, oil services and engineering & construction companies. He has 19 years of investment experience, all with Capital Group. He holds a bachelor’s degree in economics from Stanford 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.

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 thecapitalgroup.com/ca for Capital Group insights.

Jan 24 2020

42mins

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What's next for Brexit?

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After three years of political wrangling in the U.K., Brexit finally appears to be moving forward. As the U.K. prepares to leave the European Union, Capital Group economist Robert Lind and political economist Talha Khan share their views on what’s coming next and how it might affect European trade and economic growth in the years ahead.

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.

Robert Lind is an economist with 31 years of industry experience, two with Capital Group. He previously worked as group chief economist at Anglo American and head of macro research at ABN AMRO. Robert earned a bachelor's degree at Oxford.

Talha Khan is a political economist with 10 years of industry experience, all with Capital Group. He holds a master's in international political economy from the London School of Economics and a bachelor's in economics and political science from Macalester College in Minnesota.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Jan 10 2020

36mins

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2020 Outlook

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Portfolio manager Rob Lovelace, economist Darrell Spence and fixed income investment director Margaret Steinbach share their thoughts on global equities, economies and fixed income as they look ahead to 2020.

Rob Lovelace is vice chairman of Capital Group, president of Capital Research and Management Company, and serves on the Capital Group Management Committee. He has 33 years of investment experience. He earned a bachelor's in geology from Princeton and is a CFA charterholder.

Darrell Spence is an economist and research director with 26 years of investment experience. He earned a bachelor's degree in economics from Occidental College and is a CFA charterholder.

Margaret Steinbach is a fixed income investment director with 12 years of industry experience. She holds a bachelor's in commerce from the University of Virginia and is 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.

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 thecapitalgroup.com/ca for Capital Group insights.

Dec 27 2019

1hr

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What's in store for the U.S. retail sector?

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Yes, e-commerce titan Amazon continues to disrupt the business of traditional retailers, but some are finding innovative ways to survive and thrive in the highly competitive U.S. retail landscape. Capital Group retail analyst Jessica Spaly discusses her long-term outlook for the sector amid the hustle and bustle of the holiday shopping season.

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.

Jessica Spaly is an equity investment analyst with 21 years of experience. She covers U.S. retailing, branded apparel and footwear. She holds an MBA and a bachelor’s degree in economics from Harvard.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Dec 13 2019

19mins

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A guide to international investing

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After a decade of dominance by U.S. stocks, are there still compelling reasons to invest outside the United States? Absolutely, says Capital Group investment director David Polak. Here he lays out his argument for why investors shouldn’t abandon international equities.

David Polak leads the investment specialist team and also represents Capital Group's global equity strategies. He has 35 years of investment industry experience. David is based in New York and has a bachelor's in economics from University College London.

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.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Nov 29 2019

38mins

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Municipal bonds under the microscope

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Fixed income portfolio managers Mark Marinella and Karl Zeile discuss the outlook for U.S. municipal bonds in light of sweeping federal tax changes. They offer their views on whether muni bonds are still attractive under the new tax regime, as well as the importance of fundamental research in a credit-driven market.

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.

Mark Marinella is a fixed income portfolio manager with 33 years of experience, six at Capital Group. Previously, he was head of Capital’s Investment Resources Group as well as a senior manager in fixed income. Prior to joining Capital, Mark was a global chief investment officer for fixed income and currencies at State Street Global Advisors. He holds an MBA from Boston College and a bachelor’s in economics from the University of Massachusetts.

Karl Zeile is a fixed income portfolio manager with 28 years of experience, 19 at Capital. He also serves on the Fixed Income Management Committee. Prior to joining Capital, Karl was an investment analyst with Strong Capital Management and Eaton Vance Management. He holds a master’s in public policy from Harvard University and a bachelor’s degree in economics and humanities from Valparaiso University.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Nov 15 2019

41mins

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Robert Shiller on “Narrative Economics”

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The title of Nobel Prize-winning economist Robert Shiller’s latest book, “Narrative Economics,” is telling — literally. It spotlights stories people have told one another throughout recorded history that reflect and, Shiller argues, often shape their economic circumstances. Here he discusses the most enduring and relevant of these narratives and suggests how their implications could help shape the future of both academics and policymaking.

Robert Shiller is an economist, academic and bestselling author. He serves as Sterling Professor of Economics at Yale and is a fellow at the Yale School of Management's International Center for Finance. He received his Ph.D. from MIT and his bachelors degree from the University of Michigan. He was awarded the Nobel Prize in Economic Sciences jointly with Eugene Fama and Lars Peter Hansen in 2013.

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.

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 thecapitalgroup.com/ca for Capital Group insights.

Nov 01 2019

37mins

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Beyond the trade war: Long-term investing in China

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Portfolio manager Winnie Kwan and investment director Kent Chan explore the long-term investment outlook for China. Amid a damaging trade war and political unrest in Hong Kong, they see the world’s second largest economy as a classic stock picker’s market — presenting select opportunities for patient investors.

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.

Winnie Kwan is an equity portfolio manager with 22 years of investment experience, 19 at Capital Group. She previously covered global exchanges, Asian utilities and small-cap companies as an investment analyst. Winnie holds master's and bachelor's degrees in economics from Cambridge. She is also a CFA charterholder.

Kent Chan is an equity investment director with 27 years of experience. Before joining Capital Group in 2016, he spent over 20 years in Asia. He previously headed the Greater China equity research team at Barclays and helped lead global and Asian technology equity research at Citigroup. He holds a bachelor's from the University of California, Berkeley. (Investment directors do not manage assets.)

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Oct 18 2019

29mins

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Why fund-of-funds solutions are gaining popularity

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When financial advisors have their hands full with the expanding needs of their clients, portfolio construction may not get the attention it deserves. That’s why they’re increasingly turning to asset managers for help. Two veteran portfolio managers who oversee Capital Group’s fund-of-funds solutions, Brad Vogt and Wesley Phoa, share their views on this important industry trend.

Brad Vogt is an equity portfolio manager with 31 years of investment experience and serves on the Capital Group Management Committee and the Portfolio Oversight Committee. He holds a bachelor’s degree in international politics and economics from Wesleyan University.

Wesley Phoa is a fixed income portfolio manager with 25 years of investment experience and serves on Capital Group’s Portfolio Oversight Committee. He holds a PhD in pure mathematics from Cambridge and a bachelor’s degree from the Australian National 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.

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 thecapitalgroup.com/ca for Capital Group insights.

Oct 04 2019

43mins

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6 keys to better investment manager selection

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Retirement plan sponsors concerned about participant outcomes, take note. Capital Group's Steve Deschenes is here with a checklist for selecting superior investment managers. A research and development director with 26 years of experience, Deschenes shares his research into the factors sponsors should consider in their manager-selection process.

Steve Deschenes is a research and development director at Capital Group. He is a founder of the online financial advice site mPower (now part of Morningstar), which pioneered investment advice in 401(k) plan administration. He holds a bachelor’s in psychology and social relations from Harvard.

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.

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 thecapitalgroup.com/ca for Capital Group insights.

Sep 20 2019

28mins

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Sweat equities: Metals, mining and utilities

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Iron ore, copper, gold, nickel. Extracting these metals from the earth is a tough, capital-intensive business. Equity investment analyst Frank Beaudry makes it his business to know what the world’s mining companies are doing to succeed on behalf of investors. Listen as Beaudry sheds light on this sometimes dangerous industry, as well as the other sector he covers: European utilities.

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.

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 thecapitalgroup.com/ca for Capital Group insights.

Sep 06 2019

38mins

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The technology trap

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What happens when technological innovation, instead of helping people, displaces them? That’s been a vexing question throughout history and it remains so today. In this podcast, we address the issue with Dr. Carl Benedikt Frey, author of The Technology Trap: Capital, Labor, and Power in the Age of Automation.

Dr. Carl Benedikt Frey is a professor at Oxford University, where he directs the program on Technology & Employment at the Oxford Martin School. His academic work has been featured in more than 100 media outlets, including The Economist, Foreign Affairs and The New York Times.

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.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Aug 23 2019

36mins

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The secrets of high net worth investors

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Here’s a news flash for financial advisors who think their clients are telling them everything: There’s a good chance they aren’t. In fact, they are probably keeping some big secrets that could jeopardize their long-term investment returns. In this podcast, Capital Group’s head of consumer research, Mike Van Wyk, reveals what these investors might be hiding and suggests steps advisors can take to strengthen their client relationships.

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.

Mike Van Wyk is Vice President of Customer Research & Insights at Capital Group. He has 21 years of industry experience, three with Capital. Previously, Mike was director of global strategy development and advanced research methods at Procter & Gamble. He holds an MBA from the University of Texas and a bachelor's from Michigan State University.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Aug 09 2019

37mins

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The future is Asian

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Long-term international investors who focus primarily on China may be missing the bigger picture. In his latest book, The Future Is Asian, global strategy advisor and author Parag Khanna argues that a “fourth wave” of Asian growth — essentially the rest of Asia — is hiding in plain sight. Here Khanna discusses common Western misperceptions of Asia’s economic place in the world and offers eye-opening statistics that could lead many of us to rethink our investment assumptions.

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.

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 thecapitalgroup.com/ca for Capital Group insights.

Jul 19 2019

41mins

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An engineer’s view of the stock market

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Portfolio manager Alan Wilson trained at MIT to be a civil engineer. Turns out, those skills transfer nicely to the stock market — building strong portfolios instead of towering skyscrapers. In this podcast, Wilson discusses his outlook for U.S. equities and his thoughts on investing in an aging bull market.

Alan Wilson is an equity portfolio manager with 34 years of investment experience, 28 with Capital Group. Earlier in his career, he covered U.S. construction and energy companies, among other sectors. He holds an MBA from Harvard and a bachelor’s in civil engineering from MIT.

Your host Matt Miller is a political economist at Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Jul 12 2019

38mins

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2019 Midyear Outlook

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Portfolio manager Jody Jonsson, head of fixed income Mike Gitlin and economist Darrell Spence share their thoughts on global equities, fixed income and economies as they look ahead to the remainder of 2019 and beyond.

Want continuing education credit? Financial professionals (CFP* and CIMA) can take the quiz after listening.

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.

Mike Gitlin is head of fixed income at Capital Group and a partner at Capital Fixed Income Investors. He has 25 years of investment experience, four with Capital. Mike was previously the head of fixed income and global head of trading for T. Rowe Price. He earned a bachelor's from Colgate University.

Jody Jonsson is a portfolio manager with 30 years of investment experience, 28 with Capital. She also serves on the Capital Group management committee and the Portfolio Oversight Committee. She holds an MBA from Stanford University and a bachelor's from Princeton University.

Darrell Spence is an economist and a research director with 26 years of investment industry experience, all at Capital Group. He is a CFA charterholder and earned a bachelor's degree in economics from Occidental College.

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 thecapitalgroup.com/ca for Capital Group insights.

*CFP credit available only in the U.S.

Jun 28 2019

58mins

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What Morningstar’s shake-up means for bond investors

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Given the uncertainty in today’s economic environment, investors should not be caught unaware of what’s in their bond portfolios. Enter Morningstar, whose recent split of the intermediate bond category should be welcome news for bond investors seeking greater transparency. Capital Group head of fixed income Mike Gitlin and portfolio manager Pramod Atluri explain.

Mike Gitlin has 25 years of investment experience, four with Capital. Mike was previously the head of fixed income and global head of trading for T. Rowe Price. He earned a bachelor's from Colgate University.

Pramod Atluri is a fixed income portfolio manager with 20 years of investment experience. Prior to joining Capital Group in 2016, Pramod was a fixed income portfolio manager at Fidelity Investments and a management consultant at McKinsey & Company. He holds an MBA from Harvard and a bachelor’s in biological chemistry from the University of Chicago.

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.

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 thecapitalgroup.com/ca for Capital Group insights.

Jun 14 2019

36mins

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AMBAL manager on his outlook and markets

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Helping investors enjoy a comparatively smooth ride when markets are at their choppiest is a top priority for portfolio manager Greg Johnson, principal investment officer of American Balanced Fund®. Johnson shares his approach to maintaining a favorable balance between equities and fixed income in the fund today and reveals which out-of-favor sectors hold the most exciting opportunities for him.

Greg Johnson is an equity portfolio manager with 25 years of investment experience, all with Capital Group. Earlier in his career, he covered U.S. merchandising, retail, restaurant and footwear companies as an investment analyst. He holds an MBA from Columbia and a bachelor’s from UCLA.

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.

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 thecapitalgroup.com/ca for Capital Group insights.

May 31 2019

33mins

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The case for international equities

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Capital Group portfolio manager Gerald Du Manoir talks about the importance of including international equities in a well-diversified portfolio, despite years of lagging index returns relative to U.S. markets. It’s not about investing in geographic regions, he explains, but specific company-by-company opportunities.

Du Manoir is an equity portfolio manager with 29 years of investment experience, 28 with Capital Group. Earlier in his career at Capital, he covered European construction and building materials and European consumer goods companies as an investment analyst. He holds a degree in international finance from the Institut Superieur de Gestion in Paris.

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.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

May 17 2019

37mins

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U.S. automakers signal a lane change

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The U.S. auto industry has seen its share of technological innovation through the decades, but perhaps none more dramatic than what lies just around the bend. Investment analyst Kaitlyn Murphy, a 14-year veteran of Capital Group, discusses the recent adoption of electric vehicles, the uneasy promise of autonomous cars and the challenge of investing in an industry mired in transition.

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.

Kaitlyn Murphy is an equity investment analyst with research responsibility for U.S. chemicals, U.S. automobile & components manufacturers and U.S. and Canadian railroads. She has 14 years of investment experience, all with Capital Group. She holds a bachelor’s in organizational studies from Brown.

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 thecapitalgroup.com/ca for Capital Group insights.

May 03 2019

39mins

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iTunes Ratings

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Average Ratings
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5
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Consistent High Quality Conversations

By MPWHIT - Jan 11 2020
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This show always has really smart people talking about interesting topics.

Quality content

By Ty Kattenhorn - Jun 10 2017
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The content is relevant. They don't over complicate the topics.