Capital Ideas podcast

A U.S. recession is looming, but how long — and difficult — is it likely to be? Economists Darrell Spence and Jared Franz offer their latest thinking on the bear market, and equity portfolio manager J...

4 Nov 202252min

Capital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections ahead of the November 8 contest. Will Republicans ride a "red wave" back into power, or will Democrat...

20 Okt 202237min

Author Chris Miller offers an overview of his new book, Chip War: The Fight for the World's Most Critical Technology. In this podcast, Miller discusses the geopolitical struggle to both expand and con...

7 Okt 202219min

Why has inflation remained so high for so long? Will it stay with us or eventually fade away? In this podcast, Capital Group portfolio manager Julian Abdey offers his view on those pivotal questions, ...

23 Sep 202226min

The U.S. Federal Reserve's role has evolved over the past several decades — and not in a good way, says author Lev Menand. A law professor and former economist at the Federal Reserve Bank of New York,...

9 Sep 202238min

How is Capital Group's investment team managing ahead of a possible recession? We asked four veteran equity portfolio managers how they are positioning their portfolios and where they're finding oppor...

26 Aug 202232min

Where can equity investors look to find opportunities in today's high-inflation, rising-rate environment? Portfolio manager Diana Wagner and investment analyst Ryan Brown share where they're seeking s...

12 Aug 202254min

With global foreign exchange markets changing rapidly, Capital Group currencies analyst Jens Sondergaard shares his outlook on a strong U.S. dollar, a weak euro and a sliding yen that appears to be ru...

29 Jul 202236min