Cover image of Capital Ideas Investing Podcast
(139)
Business
Education
Investing

Capital Ideas Investing Podcast

Updated 3 days ago

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

139 Ratings
Average Ratings
124
6
5
0
4

Quality content

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

Great podcast about investing

By LA Investor - Mar 30 2017
Read more
Great insights on global investing. Matt Miller's an engaging host. Thanks!

iTunes Ratings

139 Ratings
Average Ratings
124
6
5
0
4

Quality content

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

Great podcast about investing

By LA Investor - Mar 30 2017
Read more
Great insights on global investing. Matt Miller's an engaging host. Thanks!

Listen to:

Cover image of Capital Ideas Investing Podcast

Capital Ideas Investing Podcast

Updated 3 days ago

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.

Rank #1: The secrets of high net worth investors

Podcast cover
Read more

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

Play

Rank #2: 2017 Midyear Outlook: Markets and Economies

Podcast cover
Read more

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 #3: 2019 Outlook: Markets and economies

Podcast cover
Read more

Late 2018 has been an unsettling time for investors. In this episode, three seasoned investment professionals deliver Capital Group's 2019 Outlook, offering their perspectives on the global economy as well as equity and fixed income markets.

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

Rob Lovelace is vice chairman of Capital Group and an equity portfolio manager. He has 32 years of investment experience, all with Capital. He holds a bachelor's degree in geology from Princeton and is a CFA charterholder.

John Smet is a fixed income portfolio manager. He has 36 years of investment experience, 34 with Capital Group. He has covered mortgage-backed securities and railroads. John earned an MBA in finance from the University of Wisconsin and is a CFA charterholder.

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

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

*CFP credit available only in the U.S.

Dec 28 2018

59mins

Play

Rank #4: When is the next recession?

Podcast cover
Read more

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

Play

Rank #5: Outlook 2018: Markets and Economies

Podcast cover
Read more

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

Play

Rank #6: Beyond yields and spreads: What drives the global bond market?

Podcast cover
Read more

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

Play

Rank #7: Today’s retirement realities

Podcast cover
Read more

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

Play

Rank #8: On the ground in China

Podcast cover
Read more

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

Play

Rank #9: Why Wall Street Matters

Podcast cover
Read more

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

Play

Rank #10: Michael Kitces: How Advisors Can Find Their Niche Online

Podcast cover
Read more

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

Play

Rank #11: Will the Declining Dollar Continue Its Descent?

Podcast cover
Read more

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 #12: 6 keys to better investment manager selection

Podcast cover
Read more

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

Play

Rank #13: Investing in Pharma’s Frontier

Podcast cover
Read more

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

Play

Rank #14: The Outlook for International Equities

Podcast cover
Read more

Capital Group portfolio manager Carl Kawaja has spent three decades traveling the world to uncover compelling investment opportunities. In this podcast, Carl shares his optimistic outlook for non-U.S. equities and explains the key drivers to a sustained rally.

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: 3 Reasons for International Investing Today

U.S. | Europe | Asia/Australia

The Capital Ideas websites are not intended for use by audiences outside the U.S. In Canada, please visit capitalgroup.com/ca for Capital Group insights.

Jan 12 2018

42mins

Play

Rank #15: 2019 Midyear Outlook

Podcast cover
Read more

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

Play

Rank #16: How to make your workplace a better place with Adam Grant

Podcast cover
Read more

University of Pennsylvania professor Adam Grant talks with Capital Group’s Matt Miller about the dynamics of success and productivity in the workplace. Might a six-hour work week help? Can procrastination actually be a good thing? Listen and find out.

Organizational psychologist Adam Grant is the top-rated professor at the University of Pennsylvania’s Wharton School of Business. He's been recognized as one of the world's 10 most influential management thinkers in Fortune's 40 under 40 and is the bestselling author of three books: Give and Take, Originals and Option B with Sheryl Sandberg. Grant's two Ted Talks have been viewed over 16 million times. He also hosts the WorkLife podcast. Grant received his BA from Harvard and his PhD from the University of Michigan. He is a former magician and junior Olympic springboard diver.

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.

Apr 05 2019

33mins

Play

Rank #17: Why Bond Funds Should Behave Like Bond Funds

Podcast cover
Read more

You wouldn’t want your dog behaving like a cat, so why invest in a bond fund that behaves like a stock fund? In this podcast, Mike Gitlin — Capital Group’s head of fixed income — explains why this concept is so important for investors seeking a well diversified portfolio.

Listen and learn:

  • Why bond investors may want to avoid excessive credit risk
  • How “bond math” can protect you from rising interest rates
  • Why the outlook for the U.S. economy matters to bond investors
  • And what exactly is the “Post-Post Crisis Period?”

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.

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

Related: Three Principles of Fixed Income Investing in the Post-Post-Crisis Environment

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 21 2017

30mins

Play

Rank #18: Tim Armour on Market Volatility

Podcast cover
Read more

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

Play

Rank #19: How Can Investors Prepare for 2018 U.S. Tax Reforms?

Podcast cover
Read more

Capital Group senior counsel Jason Bortz has a lot of experience analyzing the U.S. tax code in his 20-plus years practicing law. In this podcast, Bortz digs into the specifics of 2018 tax reform and discusses what changes for investors, and what stays the same.

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: What 2018 Tax Reforms Mean for Investors

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

Mar 23 2018

22mins

Play

Rank #20: How High Can Tech Go?

Podcast cover
Read more

Today’s internet sector has many investors nervous, with the recent meteoric success of the FANG stocks (Facebook, Apple, Netflix, Google/Alphabet) combined with high valuations and a prolonged bull market. Is this a replay of the 2000 “dot-bomb,” or do these stocks have room to run?

Investment analyst Will Craig acknowledges the prevailing tech industry angst but offers a long-term view of the internet that just might startle the skeptics.

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: 5 Facts to Know About Tech as We Head Into 2018

U.S. | Europe | Asia

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

Dec 29 2017

37mins

Play