Capital Ideas podcast

Luxury, mining and the power of connecting the dots

From advising Canada's finance minister to researching companies across luxury and mining industries, Capital Group equity analyst Frank Beaudry has learned that great in

Bond talk: Which way interest rates?

Capital Group fixed income manager John Queen discusses his outlook for the U.S. bond market as concerns about elevated inflation and rising debt levels spark a sell-off.

NFL Colts QB Daniel Jones on quiet leadership

If there's one thing quarterback Daniel Jones has learned across three National Football League (NFL) teams, it's that leadership doesn't have to be loud. From walking on

Market leadership: U.S. vs international stocks

Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of U.S., international and emerging markets stocks. So far this year, emerging markets

Investing through the AI transition

Equity portfolio manager Brady Enright invested through the dot-com era and is now navigating another period of transformational change driven by AI. His view: while tech

The next wave of defense spending

Capital Group equity analysts Zach Alexander and Caroline Janin discuss their outlook for the $2.7 trillion defense industry. With ongoing wars in Ukraine and the Middle

Who you become when you invest

For Greg Miliotes, portfolio manager and Investment Group Oversight Chair, becoming an investor isn't about what you'll learn in a book or copying someone else's style. I

8 book recommendations for your summer reading list

Looking for some great reading material on a hot summer day? We've got you covered. Here are eight compelling titles taken straight from the shelves of Capital Group port

Follow the research, not the crowd

After more than 30 years as a fixed income portfolio manager, David Hoag has learned to trust the experts and not "invent your own wheel." Driving outcomes for clients st

2026 Midyear Outlook

Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Equity portfolio manager Martin Jacobs and fixed income portfolio manag

How Chef Daniel Boulud scaled a restaurant empire with intention

In a highly competitive industry, Chef Daniel Boulud has built an enduring brand defined by excellence over decades. From early days in the kitchen to leading a global re

Balancing act: Investing amid the AI boom and the Iran war

Market volatility is coming from multiple directions — the Iran war, the AI boom, rising inflation, weakening consumer demand. In this episode, Capital Group portfolio ma

A hunting dog mindset to investing

What does it take to stay ahead in a world of constant disruption? For Harold La, an equity portfolio manager, it's not about predicting the future, it's about putting yo

When will homes be affordable again?

The U.S. economy looks resilient based on top-line growth, yet the housing market remains stuck in neutral. Portfolio manager Taylor Hinshaw discusses the disconnect and

How relentless focus sets Broadcom's CEO apart

For Hock Tan, Broadcom's CEO, obsessive focus is the foundation of how the company operates, from capital allocation and acquisitions to leadership accountability at scal

Geopolitics and the U.S. midterms

Capital Group political economist Matt Miller and Senior Vice President of Government & Regulatory Affairs Reagan Anderson share their views on geopolitical events, inclu

Skills that matter in an AI world

With AI-driven disruption reshaping the investing landscape, technical skills are now table stakes, according to Equity Portfolio Manager Michael Beckwith. So, what does

Why today's stock market calls for active management

What happens to markets when investing goes on "autopilot"? Capital Group Vice Chair Jody Jonsson explains how passive ownership can diminish price discovery — and why th

From medicine to markets: Long-term biotech investing

Biotech investing often hinges on understanding science, trials and patient outcomes. Dr. Judith Finegold is a physician turned equity analyst, and she explains how her c

Stress testing AI Bulls vs. Bears

Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz stress test the bull and bear cases for AI. They cover whether we are in an AI boom or b