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 Juni 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 Juni 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 Maj 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 Maj 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 Maj 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 Maj 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
Investing after the Iran war ends
Capital Group portfolio manager Steve Watson shares his thoughts on investing in global equity markets at a time when the world is getting to be a more dangerous place. He also looks ahead to the end ...
23 Apr 25min
