Capital Ideas podcast

Capital Ideas podcast

By Capital GroupBusinessInvesting
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Capital Ideas podcast episodes

  • From medicine to markets: Long-term biotech investing

    Biotech investing often hinges on understanding science, trials and patient outcomes. Dr. Judith Finegold is a physician turned equity analyst, and she explains how her clinical experience helps assess drug pipelines, clinical trials and long term risk in biotech investing — well beyond the headlines. #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 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: capitalgroup.com

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

    Copyright © 2026 Capital Group

    21 min
  • Stress testing AI Bulls vs. Bears

    Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz stress test the bull and bear cases for AI. They cover whether we are in an AI boom or bubble and what productivity gains could mean for the U.S. economy and job markets. This podcast is from a 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

    28 min
  • How GM's Chair and CEO is redefining what's possible at a legacy company

    How does General Motors Chair and Chief Executive Officer Mary Barra lead transformation at scale, all while technology is rewriting the playbook? According to her, it's about maintaining the company's history of innovation and understanding that "no one has a right to exist — even a company that's 100 years old." In this episode, hear her insights on leading GM through structural change, from EV investment and regulatory shifts to culture, talent and long term relevance.

    #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 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: capitalgroup.com

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

    Copyright © 2026 Capital Group

    21 min
  • Investing after the Iran war ends

    Capital Group portfolio manager Steve Watson shares his thoughts on investing in global equity markets at a time when the world is getting to be a more dangerous place. He also looks ahead to the end of the Iran war and what it could mean for the stock market, oil prices and global economic growth. #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
  • How a neuroscientist invests in biopharma

    Equity analyst Laura Nelson Carney uses her PhD in neuroscience to help spot medical innovation around the world. She brings a deep understanding of science to health care investing, using her research and drug development experience to help identify breakthrough drugs. And today, she's looking beyond biotechs in Boston and San Francisco and turning her attention to China as a growing source of innovation. #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 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: capitalgroup.com

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

    Copyright © 2026 Capital Group

    26 min
  • Beyond AI: Investing in the physical economy

    Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this year among heavy-asset companies, or companies outside of AI and big tech. She offers three catalysts that could sustain the rally, identifies areas where she is hunting for investment opportunity and explains why she believes we may be at the start of a physical economy renaissance. #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
  • Why municipal bonds can win on an after-tax basis

    Did you know municipal bonds are deeply woven into everyday life? Karl Zeile, a fixed income portfolio manager with 32 years of industry experience, explains why the tax advantage of muni bonds is more relevant than ever. He lays out a practical framework for how financial advisors and investors can think about using them in today's market. #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 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://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

    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
  • All that glitters: What's driving up gold prices?

    Gold prices have skyrocketed over the past three years. In March 2023, the precious metal was trading below $2,000 an ounce. By March 2026, it was above $5,000. What's the catalyst? Three Capital Group portfolio managers offer their views on gold and what it means for your investment portfolio. #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
  • Inside the AI supply chain

    Equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its impacts on the current AI boom.

    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
  • You can't model human behavior

    Long-term investing success comes from experience, humility and learning across market cycles — not short-term forecasting. In this episode, equity analyst Cyana Chilton shares why disciplined, dispassionate thinking matters, especially in moments of stress. As she puts it, "You can't model human behavior," and understanding that reality helps her make better decisions for shareholders. #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 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://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

    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

    27 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.

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