Capital Ideas podcast

In this episode, we turn the tables on host Matt Miller and pick his brain on a subject near and dear to his heart: the U.S. political scene. Shifting trade policy with China, upcoming midterm electio...

18 Mai 201830min

The return of inflation has rattled financial markets this year. As U.S. interest rates move higher, investors are looking for clues about how rising consumer prices may influence U.S. monetary policy...

3 Mai 201829min

Media analyst Brad Barrett has made a career of following both entertainment's traditional players (Disney, Fox, Time Warner) and its digital newcomers (Facebook, Google, Netflix). So, whether the top...

20 Apr 201834min

Currency movements had a big impact on investment returns in 2017, especially as the U.S. dollar weakened throughout the year. Will that powerful trend continue? In this podcast, Capital Group currenc...

6 Apr 201828min

Capital Group senior counsel Jason Bortz has a lot of experience analyzing the U.S. tax code in his 20-plus years practicing law. In this podcast, Bortz digs into the specifics of 2018 tax reform and ...

23 Mar 201822min

Capital Group portfolio manager Steve Watson, a long-time investor in Chinese equities, shares his views on U.S.-China trade relations just as tensions appear to be boiling over. Will aggressive talk ...

12 Mar 201835min

The U.S.'s recent surge in domestic oil and gas supply has profound implications for the longstanding geopolitical power structure. In her new book, Windfall: How the New Energy Abundance Upends Globa...

9 Mar 201837min

In this conversation, Capital Group's head of fixed income, Mike Gitlin, addresses the recent market volatility and its root causes. He also reveals what key roles fixed income should play in an inves...

23 Feb 201820min