Capital Ideas Investing Podcast

Today’s pharmaceutical industry is teetering between an innovation renaissance and an affordability crisis. Investment analyst Craig Gordon, a former practicing physician, takes us inside the complex world of pharma and biotech, where the interests of doctors, patients, insurers and policymakers can often be at odds. Listen and learn: What made 2016 an off year for pharma investors What leading-edge innovations are shaping the industry today, and what sorts of companies stand to benefit Why pharma’s next big innovation just might be affordability 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 topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com. Related Global Companies: The Power of Deep Distribution Networks

This special episode features conversations with two authors from the world of big ideas: TV executive David Goldhill and law professor Tim Wu. A family tragedy propelled Goldhill into an exhaustive analysis — and eventual indictment — of America’s health care system. Listen and learn why the system of incentives in U.S. health care needs a new prescription, and what commonly held myths could be accelerating the system’s downward spiral. Wu’s latest book traces the evolution of advertising from the penny press of the 1830s to today’s BuzzFeed. Learn why today’s quest for clicks raises questions for consumers about the ultimate cost of “free.” David Goldhill is president and CEO of the Game Show Network. He is the author of Catastrophic Care: How American Health Care Killed My Father — and How We Can Fix It.  Tim Wu is a law professor at Columbia University and formerly served as a senior advisor to the U.S. Federal Trade Commission. His latest book is The Attention Merchants: The Epic Scramble to Get Inside O

You wouldn’t want your dog behaving like a cat, so why invest in a bond fund that behaves like a stock fund? In this podcast, Mike Gitlin — Capital Group’s head of fixed income — explains why this concept is so important for investors seeking a well diversified portfolio. Listen and learn: Why bond investors may want to avoid excessive credit risk How “bond math” can protect you from rising interest rates Why the outlook for the U.S. economy matters to bond investors And what exactly is the “Post-Post Crisis Period?” Your host, Matt Miller, is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was previously co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc.  Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com. Related: Three Principles of Fixed Income Investing in the Post-Post-Crisis Environment The Capital Ideas website is not

At the midyear point, answers to some of 2017’s burning questions about the global economic recovery and financial markets are coming into focus. Capital Group portfolio managers Jody Jonsson and David Hoag and economist Darrell Spence join host Matt Miller for a lively exchange of ideas with profound implications for investors. Want continuing education credit? U.S. financial professionals can take the quiz here: https://www.assettv.com/player/assettv-us-masterclass-player/105042?cid=sf_pa_10101 Listen and learn: Whether the U.S., Europe and China are in the midst of a synchronized global recovery How long the U.S.’s eight-year bull market can continue Whether rising interest rates will cast a pall over the bond 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. This content is published by Capital Client Group, Inc.  Related: Midyear Outlook: The G

Municipal bonds provide financing for hospitals, roads, schools and many other public projects we all know and utilize, yet many investors are unfamiliar with the inner workings of this nearly $4 trillion market. In this podcast, Capital Group portfolio managers Karl Zeile and Chad Rach explain how the U.S. tax-exempt municipal market works and offer their view on how it might be affected by government reform efforts. Listen and learn: How the muni market is facing challenges from tax reform and health care regulation to Puerto Rico’s debt crisis How high-yield municipal bonds differ from their taxable counterparts Why the muni market was so unsettled following the November U.S. elections Your host, Matt Miller, is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was previously co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc.  Related: Could Higher Infrastructure Spending Move t

Do U.S. Equities Have Room to Run? Eight years into its current expansion, the U.S. economy has given investors cause for concern. How much longer can it grow? Portfolio manager Mike Kerr acknowledges the elephant in the room but continues to find conditions favorable for U.S. equities in a number of key industries. Listen and learn: Which three industries are poised to lead U.S. growth in the decade ahead Where it pays to be value-oriented as a growth investor How this veteran energy analyst recognized and took advantage of a 30-year opportunity in oil 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 topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.  

Is there a future for Britain beyond Brexit? Portfolio manager Jonathan Knowles will have you convinced there is. This Singapore-based, 25-year industry veteran covers the investment implications of nationalism in Europe, internet advances in China, headwinds in the emerging markets and technological disruption just about everywhere. Listen and learn: Why Brexit might not spell calamity for Britain Why rumors of the multinational company’s demise may be greatly exaggerated How many unique data points e-commerce giant Alibaba has on every Chinese citizen Your host, Matt Miller, is 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. Related: Why This Portfolio Manager Sees Her Glass Half Full This content is published by Capital Client Group, Inc.  Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

China’s economy remains one of the fastest growing in the world, despite a pronounced slowdown in recent years. Exactly how fast is it growing? What are the long-term implications for investors? We explore these questions and others with Capital Group’s most experienced China-watchers, economist Stephen Green and China affairs specialist Andrew Dougherty. Listen and learn: How quickly is China moving to a consumption-based economy? What’s the outlook for trade relations between China and the U.S.? What’s more dangerous on the streets of Shanghai — a speeding Ferrari or a melon truck? Your host, Matt Miller, is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was previously co-host of the public radio program Left, Right & Center. Related: Where Is China’s Economy Headed in 2017? This content is published by Capital Client Group, Inc.  Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

Technology has so accelerated the pace of innovation that ideas quickly go from invention to widespread adoption. What’s driving this rapid change, and what are the implications for the global economy? Mark Casey has grappled with these questions for 17 years as an equity portfolio manager who covers U.S. internet companies from Capital Group’s San Francisco office. Listen and learn: What is machine learning, and how is it different from artificial intelligence? Self-driving cars are coming. Who might they leave behind? Why might routine be your enemy? 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. Related Infographic: Artificial Intelligence: It's Not the Future, It's Now This content is published by Capital Client Group, Inc. 

Today’s geopolitical stakes couldn’t be higher. Political disruption in the U.S. and Great Britain now may be extending to Europe. And China is asserting its new economic might in ways that have strained relations with the U.S. and others. Here to help make sense of it all — including implications for investors — is political economist Michael Thawley, a 10-year veteran of Capital Group with more than 30 years’ experience in international diplomacy. Listen and learn: Why today’s geopolitical scene may reflect the most uncertain period in recent memory What’s at stake in Europe’s upcoming elections Why the struggle for dominance between China and the U.S. in the Western Pacific is waking the neighbors Your host, Matt Miller, is 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 topics for Capital Ideas? Please contact

Biographer Sebastian Mallaby discusses the life and times of Alan Greenspan, former Chairman of the Federal Reserve and one of the most influential figures in the history of modern finance. Mr. Mallaby is the Paul A. Volcker Senior Fellow for International Economics at the Council on Foreign Relations. For more information about Mr. Mallaby and his award-winning Greenspan biography, visit CFR.org. Your host, Matt Miller, is 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 topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

Global investing has experienced a subtle but defining shift in recent years, and Capital Group portfolio manager Rob Lovelace has been watching it like a hawk. This “new geography” has given rise to what he calls a new breed of company — one whose business model is probably more resilient as our global trade infrastructure changes. In this episode, Rob explains how these dynamics have shaped his approach to investing and shares formative stories from his 31-year career. Listen and learn: The New Geography of Investing® — what it is and what it means for investors Is globalization an endangered species? The secrets legendary Mexican investor Carlos Slim keeps in his little notebook Your host, Matt Miller, is 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 topics for Capital Ideas? Please contact our editorial team

Struggling to make sense of the investment landscape in the year ahead? Between the murky U.S. interest rate picture and political upheaval in the U.S. and other parts of the world, investors may be tempted to take a wait-and-see approach. Here to lend some clarity are Capital Group portfolio managers Tim Armour and Jody Jonsson, who explain key global issues for 2017 and share opportunities they are finding around the world. Listen and learn: Why things may be looking up for U.S. corporate earnings this year How we're finding select opportunities in Europe despite some stiff headwinds Whether mixed results among the emerging markets have changed our long-term outlook for the group as a whole Your host, Matt Miller, is 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 topics for Capital Ideas? Please contact our ed