Capital Ideas podcast

Latest Episodes:

Are tariffs a threat to the U.S. economy? Mar 20, 2025

Show notes

As tariff talk roils the financial markets, Capital Group economist Jared Franz and investment director David Polak discuss how protectionist trade policies could affect the outlook for the U.S. economy. Will rising policy uncertainty trip up an otherwise healthy economic environment? Tune in to hear their views. #CapGroupGlobal

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

To stay informed, follow us

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4dFTE1B

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital Group

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

Cutting through the AI hype Mar 18, 2025

Show notes

Cutting through the AI market noise, equity investment analyst Julien Gaertner discusses how fundamental research and in-depth analysis can help identify significant technological shifts and highlight areas they believe are set to benefit from these transformational changes. #CapGroupGlobal

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

To stay informed, follow us:

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4dFTE1B

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital Group

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

Thinking outside the U.S. box: Emerging markets opportunities Mar 13, 2025

Show notes

Could emerging markets be the breakout star of this decade? In this episode, equity portfolio manager Brad Freer talks with Mike Gitlin about how emerging markets have evolved to include world-class financial technology and social media businesses. He highlights how some of his very best opportunities have been his most controversial. Brad also describes how a retweet of one of his articles by Narendra Modi, the Prime Minister of India, brought attention to Capital Group's views on the subcontinent. If you want to learn more about investing in a global economy and how taking risks in your personal and professional life can lead to opportunities, this episode is for you. #CapGroupGlobal

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

To stay informed, follow us:

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4dFTE1B

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital Group

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

How 5 women investors thrive in a competitive industry Mar 06, 2025

Show notes

Want to learn how some of the best women investors thrive in a competitive industry? In this episode, you'll hear from five portfolio managers with a combined 155 years of investment industry experience. You'll hear about habits that help them succeed, why culture matters and finding opportunities during market crises. #CapGroupGlobal

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

To stay informed, follow us

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4dFTE1B

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital Group

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

Charting the course for tomorrow's cruiseliners Mar 04, 2025

Show notes

The cruise industry has seen a significant rebound in passenger volumes, surpassing pre-pandemic levels in many regions. Equity analyst Todd Saligman discusses some of the key trends and developments shaping the future of the industry. #CapGroupGlobal

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

To stay informed, follow us:

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4dFTE1B

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital Group

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

Research to runway: Investing in disruptive business models Feb 27, 2025

Show notes

How can investors identify disruptive business models that can maintain growth? For Lara Pellini, it involves a travel-intensive, hands-on approach to evaluating companies. Listen in as Mike Gitlin interviews this London-based portfolio manager about everything from fashion trends to food delivery, and why she believes successful investing involves much more than just reading annual reports and quarterly financial statements. #CapGroupGlobal

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

To stay informed, follow us:

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4dFTE1B

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital Group

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

Artificial intelligence is transforming the American heartland Feb 20, 2025

Show notes

Dane Mott, a Capital accounting analyst, shares his experiences and insights from a trip he recently led to Columbus, Ohio for an up close view of how artificial intelligence is transforming the American heartland. Dane, an Ohio native, describes the vast transformation he has seen in the area, which is home to more than 40 data centers. He also shares some insights from research on differences between U.S. corporate titans and the rest of the economy. Tune in to hear Dane's perspective. #CapGroupGlobal

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

To stay informed, follow us

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4dFTE1B

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital Group

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

How to approach rainy-day investing in record-high markets Feb 13, 2025

Show notes

When stock markets continuously reach new highs, investors might be tempted to throw caution to the wind — or conversely, stay on the sidelines. In this episode, equity portfolio manager Will Robbins talks with Mike Gitlin about potential market downturns and how a disciplined investment approach has helped him prepare for moments of crisis. He also gives his views on artificial intelligence and where he's finding opportunities in slowing industries. If you're interested in investment styles that focus on downside protection, even when times are good, this episode is for you. #CapGroupGlobal

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

To stay informed, follow us:

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4dFTE1B

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital Group

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

Risk management: Investing amid uncertainty Feb 06, 2025

Show notes

Wesley Phoa, a portfolio manager overseeing the American Funds Target Date Retirement Series® and other portfolio solutions, discusses his thoughts on investing at a time of heightened uncertainty. With trade wars and actual wars raging around the world, how should investors think about risk management when it's difficult to know how these types of events will play out? Tune in to hear Wesley's view. #CapGroupGlobal

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

To stay informed, follow us

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4dFTE1B

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital Group

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

Chicago bull: Talking markets (and basketball) with Martin Jacobs Jan 30, 2025

Show notes

There are many stock pickers in the asset management industry, but can they also take on basketball legend Michael Jordan in a pick-up game? Tune in to hear Capital Group portfolio manager Martin Jacobs share that story with Mike Gitlin. Martin also reveals the key elements of his investment style, including concentrated portfolios and close scrutiny of company management. #CapGroupGlobal

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

To stay informed, follow us:

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4dFTE1B

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital Group

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html