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 manager Paul Benjamin shares his...
2 Heinä 24min
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 yourself in a position to see ch...
25 Kesä 25min
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 what it will take for the cruc...
18 Kesä 23min
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 scale. This conversation breaks do...
11 Kesä 20min
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, including the Iran war, and the out...
4 Kesä 45min
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 drive effective long-term outc...
28 Touko 28min
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 that matters in expensive, conce...
21 Touko 20min
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 clinical experience helps asses...
14 Touko 20min
