Capital Ideas podcast3 Apr 2025

Long-term investing: The value of thinking differently

Capital Group portfolio manager Matt Hochstetler explains his contrarian approach to investing and why he prefers to swim against the tide. From his time mowing lawns to serving as a ball boy for the Kansas Jayhawks, Matt brings a Midwest mindset to stock picking, and explains why this latest bout of U.S. market volatility underscores the importance of a diverse portfolio. #CapGroupGlobal

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

To stay informed, follow us

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4dFTE1B

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital Group

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(329)

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 Jun 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 Jun 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 Jun 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 Mai 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 Mai 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 Mai 20min

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 bubble and what productivity ga...

7 Mai 27min

How GM's Chair and CEO is redefining what's possible at a legacy company

How does General Motors Chair and Chief Executive Officer Mary Barra lead transformation at scale, all while technology is rewriting the playbook? According to her, it's about maintaining the company'...

30 Apr 20min