The Best of the Capital Ideas Podcast

The Best of the Capital Ideas Podcast

The final episode of 2023 highlights some of the best moments from the Capital Ideas Podcast this year. Capital Group portfolio managers share their views on everything from investing through periods of crisis, to the power of concentrated portfolios, to the important lessons that emerge from success as well as failure. We also reveal our top book selection of the year.

Related resources:
2024 Outlook

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

The Capital Ideas website is not intended for use outside the U.S. In Canada visit
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How GM's Chair and CEO is redefining what's possible at a legacy company

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

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

How a neuroscientist invests in biopharma

How a neuroscientist invests in biopharma

Equity analyst Laura Nelson Carney uses her PhD in neuroscience to help spot medical innovation around the world. She brings a deep understanding of science to health care investing, using her researc...

16 Apr 25min

Beyond AI: Investing in the physical economy

Beyond AI: Investing in the physical economy

Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this year among heavy-asset companies, or companies outside of AI and big tech. ...

9 Apr 25min

Why municipal bonds can win on an after-tax basis

Why municipal bonds can win on an after-tax basis

Did you know municipal bonds are deeply woven into everyday life? Karl Zeile, a fixed income portfolio manager with 32 years of industry experience, explains why the tax advantage of muni bonds is mor...

2 Apr 25min

All that glitters: What's driving up gold prices?

All that glitters: What's driving up gold prices?

Gold prices have skyrocketed over the past three years. In March 2023, the precious metal was trading below $2,000 an ounce. By March 2026, it was above $5,000. What's the catalyst? Three Capital Grou...

26 Mars 21min

Inside the AI supply chain

Inside the AI supply chain

Equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its  impacts on the current AI boom. For full disclosures go to capitalgroup.com/global-disclosure...

24 Mars 25min

You can't model human behavior

You can't model human behavior

Long-term investing success comes from experience, humility and learning across market cycles — not short-term forecasting. In this episode, equity analyst Cyana Chilton shares why disciplined, dispas...

19 Mars 26min

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