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Capital Ideas Investing Podcast

Updated 2 months ago

Business
Education
Investing
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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.American Funds Distributors, Inc., member FINRA.

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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.American Funds Distributors, Inc., member FINRA.

iTunes Ratings

160 Ratings
Average Ratings
142
8
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

160 Ratings
Average Ratings
142
8
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 Jul 31, 2020

The Best Episodes Ranked Using User Listens

Updated by OwlTail 2 months ago

Rank #1: 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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Rank #2: 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 #3: 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 #4: 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 #5: 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 #6: Chip off the old block: The semiconductor comes of age

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Not only has the semiconductor played an essential role in the proliferation of technology over the past half century, but the companies that design and make microchips have had to adapt to the changing demands of a constantly evolving sector. Investment analyst Isaac Sudit offers insight into these companies as well as perspective on how semiconductors have changed our lives as consumers.

Isaac Sudit is an equity investment analyst with 20 years of investment experience, 13 at Capital Group. He covers the semiconductor industry in the U.S. and Europe, as well as global semiconductor equipment companies. Isaac holds a PhD in physics from the University of Wisconsin, an MBA from Stanford and a bachelor’s in physics from Emory.

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.

Apr 19 2019

40mins

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Rank #7: 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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Rank #8: 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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Rank #9: 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 #10: 2019 Outlook: Markets and economies

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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

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Rank #11: 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 #12: 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 #13: 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 #14: 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 #15: 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 #16: 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 #17: 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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Rank #18: 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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Rank #19: 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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Rank #20: 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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