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 more.

Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

This content is published by Capital Client Group, Inc. 

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at [email protected].

The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights.

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 media for 19 years, details what differentiates the key players, how the battle lines are being drawn and what’s at stake for investors.

Barrett is a research director and equity investment analyst with responsibility for media, cable and satellite, advertising-driven internet companies and telecommunication services in the U.S. He holds a bachelor’s degree in economics from Claremont McKenna College.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

This content is published by Capital Client Group, Inc. 

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at [email protected].

The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights.

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 tensions) to the environmental (ESG concerns), Hernandez breaks down the forces shaping his outlook and draws from his 19 years covering energy to consider the implications for investors.

Jacinto Hernandez is an equity investment analyst with research responsibility for global oil & gas exploration and production, oil services and engineering & construction companies. He has 19 years of investment experience, all with Capital Group. He holds a bachelor’s degree in economics from Stanford University.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

This content is published by Capital Client Group, Inc. 

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at [email protected].

The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

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 economist Talha Khan share their views on what’s coming next and how it might affect European trade and economic growth in the years ahead.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

Robert Lind is an economist with 31 years of industry experience, two with Capital Group. He previously worked as group chief economist at Anglo American and head of macro research at ABN AMRO. Robert earned a bachelor's degree at Oxford.

Talha Khan is a political economist with 10 years of industry experience, all with Capital Group. He holds a master's in international political economy from the London School of Economics and a bachelor's in economics and political science from Macalester College in Minnesota.

This content is published by Capital Client Group, Inc. 

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at [email protected].

Portfolio manager Rob Lovelace, economist Darrell Spence and fixed income investment director Margaret Steinbach share their thoughts on global equities, economies and fixed income as they look ahead to 2020.

Rob Lovelace is vice chairman of Capital Group, president of Capital Research and Management Company, and serves on the Capital Group Management Committee. He has 33 years of investment experience. He earned a bachelor's in geology from Princeton and is a CFA charterholder.

Darrell Spence is an economist and research director with 26 years of investment experience. He earned a bachelor's degree in economics from Occidental College and is a CFA charterholder.

Margaret Steinbach is a fixed income investment director with 12 years of industry experience. She holds a bachelor's in commerce from the University of Virginia and is a CFA charterholder.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

This content is published by Capital Client Group, Inc. 

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at [email protected].

The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

Yes, e-commerce titan Amazon continues to disrupt the business of traditional retailers, but some are finding innovative ways to survive and thrive in the highly competitive U.S. retail landscape. Capital Group retail analyst Jessica Spaly discusses her long-term outlook for the sector amid the hustle and bustle of the holiday shopping season.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

Jessica Spaly is an equity investment analyst with 21 years of experience. She covers U.S. retailing, branded apparel and footwear. She holds an MBA and a bachelor’s degree in economics from Harvard.

This content is published by Capital Client Group, Inc. 

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at [email protected].

After a decade of dominance by U.S. stocks, are there still compelling reasons to invest outside the United States? Absolutely, says Capital Group investment director David Polak. Here he lays out his argument for why investors shouldn’t abandon international equities.

David Polak leads the investment specialist team and also represents Capital Group's global equity strategies. He has 35 years of investment industry experience. David is based in New York and has a bachelor's in economics from University College London.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

This content is published by Capital Client Group, Inc. 

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at [email protected].

Fixed income portfolio managers Mark Marinella and Karl Zeile discuss the outlook for U.S. municipal bonds in light of sweeping federal tax changes. They offer their views on whether muni bonds are still attractive under the new tax regime, as well as the importance of fundamental research in a credit-driven market.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

Mark Marinella is a fixed income portfolio manager with 33 years of experience, six at Capital Group. Previously, he was head of Capital’s Investment Resources Group as well as a senior manager in fixed income. Prior to joining Capital, Mark was a global chief investment officer for fixed income and currencies at State Street Global Advisors. He holds an MBA from Boston College and a bachelor’s in economics from the University of Massachusetts.

Karl Zeile is a fixed income portfolio manager with 28 years of experience, 19 at Capital. He also serves on the Fixed Income Management Committee. Prior to joining Capital, Karl was an investment analyst with Strong Capital Management and Eaton Vance Management. He holds a master’s in public policy from Harvard University and a bachelor’s degree in economics and humanities from Valparaiso University.

This content is published by Capital Client Group, Inc. 

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at [email protected].

The title of Nobel Prize-winning economist Robert Shiller’s latest book, “Narrative Economics,” is telling — literally. It spotlights stories people have told one another throughout recorded history that reflect and, Shiller argues, often shape their economic circumstances. Here he discusses the most enduring and relevant of these narratives and suggests how their implications could help shape the future of both academics and policymaking.

Robert Shiller is an economist, academic and bestselling author. He serves as Sterling Professor of Economics at Yale and is a fellow at the Yale School of Management's International Center for Finance. He received his Ph.D. from MIT and his bachelors degree from the University of Michigan. He was awarded the Nobel Prize in Economic Sciences jointly with Eugene Fama and Lars Peter Hansen in 2013.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

This content is published by Capital Client Group, Inc. 

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at [email protected].

The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

Portfolio manager Winnie Kwan and investment director Kent Chan explore the long-term investment outlook for China. Amid a damaging trade war and political unrest in Hong Kong, they see the world’s second largest economy as a classic stock picker’s market — presenting select opportunities for patient investors.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

Winnie Kwan is an equity portfolio manager with 22 years of investment experience, 19 at Capital Group. She previously covered global exchanges, Asian utilities and small-cap companies as an investment analyst. Winnie holds master's and bachelor's degrees in economics from Cambridge. She is also a CFA charterholder.

Kent Chan is an equity investment director with 27 years of experience. Before joining Capital Group in 2016, he spent over 20 years in Asia. He previously headed the Greater China equity research team at Barclays and helped lead global and Asian technology equity research at Citigroup. He holds a bachelor's from the University of California, Berkeley. (Investment directors do not manage assets.)

This content is published by Capital Client Group, Inc. 

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at [email protected].