Capital Ideas podcast

Capital Ideas podcast

Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. For full disclosures go to capitalgroup.com/global-disclosures.

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Episoder(335)

10 investment themes for 2022

10 investment themes for 2022

This episode, the first in a series of podcasts dedicated to the big, enduring ideas currently on the minds of Capital Group's investment team, spotlights four of the 10 themes: health care, media, tr...

11 Mar 202238min

Is software ready for a reboot?

Is software ready for a reboot?

Software companies have seen remarkable growth over the past decade, boosted by the shift to cloud computing and the digital transformation of our lives. But many software stocks that were the darling...

25 Feb 202220min

The Lords of Easy Money with author Christopher Leonard

The Lords of Easy Money with author Christopher Leonard

Ready for a deep dive into the world of experimental monetary policy? In this podcast, author Christopher Leonard discusses his new book, The Lords of Easy Money: How the Federal Reserve Broke the Ame...

28 Jan 202240min

The best of Capital Ideas — Pandemic edition

The best of Capital Ideas — Pandemic edition

Experience the coronavirus pandemic and subsequent economic crisis through the eyes of Capital Group's investment team. With host Matt Miller as our guide, we revisit the audio moments that epitomized...

14 Jan 202237min

Will the COVID Grinch steal Christmas?

Will the COVID Grinch steal Christmas?

With vaccinations widely available and a year's worth of pent-up consumer demand, shoppers are flocking to stores. That's great news for retailers since the holiday season makes or breaks their year. ...

17 Des 202128min

Is Bitcoin too big to ignore?

Is Bitcoin too big to ignore?

Demand for Bitcoin and other cryptocurrencies has skyrocketed in recent years, resulting in wild price movements. Should these volatile digital assets be considered legitimate financial instruments or...

3 Des 202136min

Dividend deep dive

Dividend deep dive

Dividend-paying companies felt the brunt of the global shutdown initiated by COVID. But with the reopening of economies in recent months, many of the hardest-hit companies — and the dividends they pay...

5 Nov 202141min

What to expect when the Fed tapers

What to expect when the Fed tapers

While the Federal Reserve stopped just short of tightening policy in its September meeting, its first move is expected later this year. How could it affect today's elevated inflation rate? Are interes...

8 Okt 202133min

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