Capital Ideas podcast

Latest Episodes:

Confessions of a value investor Nov 07, 2024

Show notes

Can a value investor find opportunities in growth-oriented areas like artificial intelligence? Capital Group portfolio manager Charles Ellwein believes he can — by scouring the market for solid companies that aren't often featured on the front page of the Wall Street Journal. In this podcast, Ellwein shares his approach to identifying value in a market dominated by high-priced stocks. #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

Connecting the science and the business of drug innovation Oct 31, 2024

Show notes

Blockbuster drugs like Ozempic and Zepbound may appear to be overnight successes but were actually the result of years of research and incremental breakthroughs. In this podcast, Capital Group biopharmaceutical analyst Judith Finegold and investment director David Polak discuss how we have reached a renaissance in drug discovery, the changing dynamics of the global health care payments landscape and why successful investing in the biopharma industry requires deep understanding of not only the science but also the business dynamics. #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

Retail-investing success: Anne-Marie Peterson on the power of culture Oct 24, 2024

Show notes

Curious about investing in the fast-paced retail sector? Anne-Marie Peterson, an equity portfolio manager at Capital Group, speaks with Mike Gitlin about her experience shopping for opportunities among retail companies, including Home Depot, Costco and Starbucks. Learn why she believes a strong company culture is crucial to retail success. Don't miss this engaging discussion. Subscribe for more expert interviews and insights. #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

What is the Benjamin Button economy? Oct 17, 2024

Show notes

In the 2008 movie "The Curious Case of Benjamin Button," the title character played by Brad Pitt ages in reverse — from an old man to a young child. Could the U.S. economy be doing something similar? Capital Group economist Jared Franz thinks so. In this podcast, Jared explains his rationale and what it could mean for the financial markets. #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

Growth vs. value: Is the tide turning? Oct 10, 2024

Show notes

Capital Group equity portfolio managers Don O'Neal and Justin Toner add their voices to the age-old debate over growth versus value. With growth investing enjoying a long winning streak, is it time for value stocks to shine? This podcast features excerpts from our September 19 webinar, "Growth vs. value: Is the tide turning?" #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 the generative AI revolution might affect long-term investing Oct 03, 2024

Show notes

Generative AI has the potential to revolutionize media and advertising, but what does this mean for investors? Brad Barrett, an investment analyst at Capital Group, speaks with Mike Gitlin about the evolution of streaming, the promises of generative AI, and lessons learned from past investment trends. Whether you're a financial professional or tech enthusiast, this episode offers valuable insights about the future of media. #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

High steaks: The coming food transformation Sep 26, 2024

Show notes

We explore the future of food. In this episode, Capital Group analyst Rob Beale talks about how new farming practices and regenerative agriculture have unearthed opportunities for companies across industries to combat food waste and lower emissions. He also discusses the future of alternative proteins such as lab-grown meat. #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

AI revolution: Winter of disillusion on the horizon? Sep 19, 2024

Show notes

Artificial intelligence has dominated headlines and markets for the better part of two years. Can the technology live up to its lofty expectations? U.S. economist Jared Franz discusses AI's potential to transform economies and labor markets, the vast amount of resources AI infrastructure requires, and why he thinks an AI winter is on the horizon. #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

Conversations with Mike Gitlin: Featuring Courtney Wolf Sep 12, 2024

Show notes

Ever wonder how the municipal bond market works? Courtney Wolf, a fixed income portfolio manager at Capital Group, speaks with Mike Gitlin about the advantages of tax-exempt income and the importance of public finance to the U.S. economy. She also explains how winning a college national championship in lacrosse helped develop her competitive spirit as a muni investor. Don't miss this engaging conversation. Subscribe for more expert interviews and insights. #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

Asia focus: Is Indonesia poised for takeoff? Sep 05, 2024

Show notes

Portfolio manager Chapman Taylor reflects on three decades of investing in emerging markets at Capital Group. He offers his outlook for developing economies, why he thinks Indonesia may be the next shining star in Asia, and how building close relationships has been the key to success throughout his career. #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