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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Engineering the future of civilization with Lord John Browne

Engineering the future of civilization with Lord John Browne

Engineers may not get the love they deserve, says author Lord John Browne, best known for his transformative tenure as CEO of energy giant BP. In this conversation recorded shortly before the COVID-19...

10 Juli 202040min

What's next for global equities?

What's next for global equities?

Capital Group portfolio manager Carl Kawaja discusses the outlook for global equity markets in the COVID-19 era. In a wide-ranging interview, Carl offers his view of the remarkable stock market rally ...

2 Juli 202030min

Radical uncertainty

Radical uncertainty

How do leaders make important decisions when the stakes are high, the data is flawed and the outcome is unknowable? Often badly — in part, because they rely on bogus quantification instead of seasoned...

6 Mars 202030min

Coronavirus update: A view from the ground

Coronavirus update: A view from the ground

The outbreak of the coronavirus and concerns about what its rapid spread could mean for global markets and economies have prompted this special episode of Capital Ideas. Hong Kong-based economist Step...

27 Feb 202034min

The best of Capital Ideas, vol. 2

The best of Capital Ideas, vol. 2

Host Matt Miller takes us on a tour of outstanding moments from recent Capital Ideas podcast episodes, including excerpts from conversations about oil rigs, Teslas, long-term opportunities in Asia and...

21 Feb 202044min

Streaming wars

Streaming wars

The proliferation of video streaming services has been the most conspicuous change of late in Hollywood's evolving competition for the consumer dollar. Investment analyst Brad Barrett, who has covered...

7 Feb 202035min

Oil change: Snapshot of an evolving industry

Oil change: Snapshot of an evolving industry

Today's global oil industry is experiencing a period of disruption, says investment analyst Jacinto Hernandez. From the technological (the shale revolution) to the geopolitical (rising Middle East ten...

24 Jan 202042min

What's next for Brexit?

What's next for Brexit?

After three years of political wrangling in the U.K., Brexit finally appears to be moving forward. As the U.K. prepares to leave the European Union, Capital Group economist Robert Lind and political e...

10 Jan 202036min

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