Capital Ideas podcast

By Capital GroupBusiness Investing

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Typical duration
29 min
per episode

Based on Podcast App listening data

Capital Ideas podcast episodes

November 12 Megatrends: From AI to space and beyond
In this episode, we zoom out and explore the megatrends shaping markets and the economy. Capital Group portfolio managers Mark Casey and Michael Beckwith discuss artificial intelligence, the space economy, aging populations and other forces creating potential long-term investment opportunities. This episode is adapted from our recent webinar.

#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://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html

To stay informed, follow us

LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all

YouTube: https://www.youtube.com/@CapitalGroup/videos

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

Copyright ©2026 Capital Group
41 min
November 05Mastercard's CEO on building the 'trust layer' for the world's economies
Mastercard is known for payments, but CEO Michael Miebach sees a much bigger role for the company. In conversation with Capital Group CEO Mike Gitlin, he shares how Mastercard is adapting to AI, cybersecurity and the changing digital economy, along with lessons from leading through the pandemic and building a culture that embraces change.

In this episode:

Why trust is central to Mastercard's future

How COVID-19 reshaped Miebach's approach to leadership and innovation

The importance of curiosity, adaptability and building strong teams

#CapGroupGlobal

This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.

This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.

For more information, including our detailed disclosures, visit https://www.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/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

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

Copyright © 2026 Capital Group
33 min
October 29 Midterm elections preview: Who will control Congress?
Capital Group political economist Matt Miller discusses his outlook for next week's U.S. midterm elections. Are the political winds shifting in America? And why should investors care? Tune in to hear Matt'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://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html

To stay informed, follow us

LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all

YouTube: https://www.youtube.com/@CapitalGroup/videos

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

Copyright ©2026 Capital Group
28 min
October 22 What continuous learning looks like over 30 years of investing
After nearly 30 years at Capital Group, portfolio manager Grant Cambridge is still looking for ways to learn. From taking a virtual AI course through MIT to focusing on sustainable income rather than chasing yield, Grant explains why curiosity, mentorship and continuous improvement can create a lasting edge, both in investing and in life.

#CapGroupGlobal

This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.

This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.

For more information, including our detailed disclosures, visit https://www.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/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

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

Copyright © 2026 Capital Group
27 min
October 15 What's next for AI amid the boom and doom
How worried should we be about artificial intelligence? As AI grows more powerful, warnings about its potential risks have become harder to ignore. Capital Group economist Jared Franz explores what these concerns reveal about society, how the U.S.-China race is reshaping the technology's future, and what it all could mean for investors.

#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://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html

To stay informed, follow us

LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all

YouTube: https://www.youtube.com/@CapitalGroup/videos

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

Copyright ©2026 Capital Group
22 min
October 08 Starbucks CEO: Why human connection matters more than ever in an AI world
What makes an iconic brand endure? Starbucks Chairman and CEO Brian Niccol says it starts with understanding why people connect with it in the first place. At Starbucks, he focuses on getting out from behind the spreadsheet and into the business, listening to customers and employees, sweating the details that shape an experience and using AI to strengthen human connection rather than replace it.

#CapGroupGlobal

This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.

This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.

For more information, including our detailed disclosures, visit https://www.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/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

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

Copyright © 2026 Capital Group
34 min
October 01 Why Asian credit deserves a closer look
Why should investors pay attention to Asian credit? Singapore-based fixed income analyst Debbie Leow explains how the asset class can offer diversification, income potential and a different risk profile within a portfolio. Drawing on examples across countries and sectors, she shares how she evaluates opportunities through three lenses: credit quality, market technicals and valuation, and how the Asian credit market has evolved in recent years.

#CapGroupGlobal

This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.

This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.

For more information, including our detailed disclosures, visit https://www.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/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

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

Copyright © 2026 Capital Group
23 min
September 24 Will 'Grand Theft Auto VI' turbo charge the gaming industry?
Capital Group equity analyst Nathan Meyer shares his outlook for the video games industry ahead of potentially the biggest game launch in history. "Grand Theft Auto VI," scheduled for release in November, is expected to break sales records at a time when the gaming industry could use a shot in the arm.

#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://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html

To stay informed, follow us

LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all

YouTube: https://www.youtube.com/@CapitalGroup/videos

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

Copyright ©2026 Capital Group
26 min
September 17Luxury, mining and the power of connecting the dots
From advising Canada's finance minister to researching companies across luxury and mining industries, Capital Group equity analyst Frank Beaudry has learned that great investing isn't just about the numbers, it's about understanding the people behind them.

Key takeaways include:

Looking beyond short-term noise and focusing on durable trends

Challenging assumptions through continuous learning and intellectual flexibility

Understanding the lasting value of trust, relationships and strong brands

#CapGroupGlobal

This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.

This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.

For more information, including our detailed disclosures, visit https://www.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/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

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

Copyright © 2026 Capital Group
30 min
September 10 Bond talk: Which way interest rates?
Capital Group fixed income manager John Queen discusses his outlook for the U.S. bond market as concerns about elevated inflation and rising debt levels spark a sell-off.

#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://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html

To stay informed, follow us

LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all

YouTube: https://www.youtube.com/@CapitalGroup/videos

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

Copyright ©2026 Capital Group
35 min

About Capital Ideas podcast

From the publisher's feed

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.