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Rank #154 in Investing category

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Education
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Capital Ideas Investing Podcast

Updated 7 days ago

Rank #154 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.

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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.

iTunes Ratings

142 Ratings
Average Ratings
126
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

142 Ratings
Average Ratings
126
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 10, 2020

The Best Episodes Ranked Using User Listens

Updated by OwlTail 7 days ago

Rank #1: 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 #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

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Rank #3: 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

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Rank #4: 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

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Rank #5: When is the next recession?

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The next recession — when it will hit, what will trigger it — is top of mind for many investors now that the U.S. expansion is entering its 10th year. Capital Group economists Jared Franz and Darrell Spence and equity portfolio manager Joyce Gordon take an in-depth look at recessions and offer their perspectives on what investors can do to prepare for the next one.

Get our Guide to recessions [free e-book]:

U.S. | Europe | Asia-Pacific | Canada

Economist Jared Franz covers the U.S. and Latin America. He has 13 years of investment experience, four with Capital Group. Prior to joining Capital, Jared was head of international macroeconomic research at Hartford Investment Management Company and an international and U.S. economist at T. Rowe Price. He holds a PhD in economics from the University of Illinois and a bachelor's degree from Northwestern University.

Equity portfolio manager Joyce Gordon is an equity portfolio manager with 38 years of investment experience. She has been with Capital Group for 43 years. She previously covered thrifts, banking and paper & forest products companies as an investment analyst. She holds an MBA and a bachelor's degree from the University of Southern California.

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

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.

Mar 22 2019

54mins

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Rank #6: Efficient Markets Reconsidered

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How financial markets work has long been the subject of debate between two academic camps: the efficient markets theorists and the behavioral economists. Into the breach stepped finance professor and author Andrew Lo, who joins Matt to discuss his efforts to bridge this ideological divide.

Instead of viewing financial markets as “a physical system like a mechanical clock,” says Lo, “we really need to look at it as an ecosystem with particular organic agents that are acting with each other.”

The implications of Lo’s work extend far beyond the ivory tower, to regular investors and society at large.

Andrew W. Lo is the Charles E. and Susan T. Harris Professor at the MIT Sloan School of Management and director of the MIT Laboratory for Financial Engineering.

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: (In U.S.) 4 Behavioral Tips to Help Investors Avoid Emotional Self-Sabotage

In Europe: https://www.capitalgroup.com/europe/capitalideas/article/behavioral-economics-tips.html

In Asia and Australia: https://www.capitalgroup.com/apac/capitalideas/article/behavioral-economics-tips.html

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

Oct 27 2017

31mins

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Rank #7: Income investing in a rising-rate environment

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Capital Group portfolio manager Jim Lovelace discusses the importance of investing in conservative, dividend-paying stocks at a time when high-flying, growth-oriented stocks are commanding the spotlight. Jim offers his constructive view against a backdrop of rising U.S. interest rates and deteriorating global trade relations.

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 10 2018

33mins

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Rank #8: 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 #9: 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 #10: 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

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Rank #11: Media's Blurred Lines

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Media analyst Brad Barrett has made a career of following both entertainment’s traditional players (Disney, Fox, Time Warner) and its digital newcomers (Facebook, Google, Netflix). So, whether the topic is cable/satellite vs. online distribution, linear vs. streaming service or cord cutting vs. keeping cable, Barrett holds the remote.

Your host Matt Miller is the policy and communications advisor for Capital Group. 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? Email our editorial team at CapitalIdeas@capgroup.com.

Apr 20 2018

34mins

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Rank #12: 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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Rank #13: U.S. Retail Outlook: Life Beyond Amazon?

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Given the explosive popularity of Amazon, some traditional retailers have resorted to introducing in-store “experiences” to lure shoppers through their doors. Others, meanwhile, rely on key competitive advantages to insulate themselves from retail’s biggest disruptor. And what does all this change mean for the great American shopping mall?

Here to make sense of the shifting landscape is investment analyst Anne-Marie Peterson, a 22-year industry observer of the U.S. retail scene. She discusses what today’s disruptive forces could mean for investors and even shares what’s on her shopping list this holiday 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.

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

Related: 

2018 Outlook Webinar – Register Now

Deepening Fissures: Navigating the Shifting Ground of American Retail

The Capital Ideas websites are not intended for use by audiences outside the U.S. For additional Capital Group insights, please visit:

Canada | Europe | Asia | Australia

Nov 17 2017

29mins

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Rank #14: 3 views on the markets in 2019

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This episode features a revealing mix of perspectives from three Capital Group portfolio managers. Barry Crosthwaite examines the fundamentals of U.S. and Chinese markets to make sense of today's perplexing global economic cycle. Brad Freer looks beyond a recent rough spell for emerging markets equities to reveal long-term opportunities he’s finding there. And Pramod Atluri shares strategic moves that the fixed income group has made to stay ahead of U.S. monetary and fiscal policy.

Equity portfolio manager Barry Crosthwaite has 22 years of investment experience, all with Capital Group. Previously, as an investment analyst, he covered U.S. electrical equipment and appliances, global energy equipment and oil field services and drilling companies. He holds an MBA from Stanford and a bachelor’s in chemistry from Occidental College.

Equity portfolio manager Brad Freer has 26 years of investment experience, 25 with Capital Group. Earlier in his career at Capital, he was an equity investment analyst covering multiple sectors in Australia and India. Before that, Brad was an equities trader in Singapore and Hong Kong. He holds a bachelor's degree in international relations from Connecticut College and is a CFA charterholder.

Fixed income portfolio manager Pramod Atluri has 20 years of investment experience, three with Capital. He previously worked at Fidelity and McKinsey & Co. He holds an MBA from Harvard and a bachelor’s degree in biochemistry 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.

Jan 25 2019

36mins

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Rank #15: Tim Armour on Market Volatility

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Capital Group chairman and chief executive officer Tim Armour discusses the sudden return of volatility to the markets and provides helpful context for advisors and 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.

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

Feb 09 2018

17mins

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Rank #16: 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

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Rank #17: Lessons learned from 45 years of investing

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Capital Group portfolio manager Claudia Huntington reflects on a long career primarily dedicated to U.S. equity investing. In a wide-ranging interview, Claudia discusses her fundamental investment approach, lessons she learned along the way and her cautious outlook on the current equity-market environment.

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 mailto: capitalideas@capgroup.com.

Jun 29 2018

46mins

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Rank #18: Investing in Pharma’s Frontier

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Today’s pharmaceutical industry is teetering between an innovation renaissance and an affordability crisis. Investment analyst Craig Gordon, a former practicing physician, takes us inside the complex world of pharma and biotech, where the interests of doctors, patients, insurers and policymakers can often be at odds.

Listen and learn:

  • What made 2016 an off year for pharma investors
  • What leading-edge innovations are shaping the industry today, and what sorts of companies stand to benefit
  • Why pharma’s next big innovation just might be affordability

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 Global Companies: The Power of Deep Distribution Networks

Aug 18 2017

29mins

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Rank #19: Navigating the U.S. Municipal Bond Market

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Municipal bonds provide financing for hospitals, roads, schools and many other public projects we all know and utilize, yet many investors are unfamiliar with the inner workings of this nearly $4 trillion market. In this podcast, Capital Group portfolio managers Karl Zeile and Chad Rach explain how the U.S. tax-exempt municipal market works and offer their view on how it might be affected by government reform efforts.

Listen and learn:

  • How the muni market is facing challenges from tax reform and health care regulation to Puerto Rico’s debt crisis
  • How high-yield municipal bonds differ from their taxable counterparts
  • Why the muni market was so unsettled following the November U.S. elections

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: Could Higher Infrastructure Spending Move the Muni Market?

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

Jun 23 2017

35mins

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Rank #20: U.S. Interest Rate Outlook: Don’t Fear the Fed

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With the Federal Reserve raising interest rates, Capital Group portfolio manager John Queen discusses his outlook for the U.S. bond market, short- and long-term interest rates, and the important role that bond funds can play in a diversified investment portfolio.

Listen and learn:

  • Why U.S. interest rates are likely to stay “lower for longer” despite Fed tightening
  • How a lack of inflation is complicating the Fed’s attempt to normalize monetary policy
  • What stimulus withdrawal could mean for financial asset prices

You’ll also hear John’s pick to win the Super Bowl. Hint, it’s not the Patriots.

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: How a Shrinking Federal Reserve Balance Sheet Will Affect Bonds

In the U.S.: https://thecapitalideas.com/shrinking-fed-balance-sheet-bonds/?cid=pc_sn_00013

Europe: https://www.thecapitalgroup.com/europe/capitalideas/article/shrinking-fed-balance-sheet-bonds.html

Asia and Australia: https://www.thecapitalgroup.com/apac/capitalideas/article/bonds-shrinking-fed-balance-sheet.html

The Capital Ideas websites are not intended for use by Canadian audiences. In Canada, please visit https://thecapitalgroup.com/ca for Capital Group insights.

Oct 13 2017

34mins

Play