Capital Ideas Investing Podcast

Weight loss drugs that aim to radically curb appetites and prevent a host of obesity-related health problems are seeing unprecedented demand. At the same time, these drugs — sold under the brand names Ozempic, Wegovy and Zepbound — are raising questions for the food industry and companies that rely on cravings to sell their products. Capital Group portfolio manager Carl Kawaja shares his view on the heavy impact of weight loss drugs. #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 informe

Capital Group election watchers Matt Miller and Reagan Anderson highlight dynamics that will shape the historic race for the White House. They cover domestic policy priorities and potential tax implications of a Trump 2.0 or Harris 1.0 administration. This podcast features excerpts from our July 25 webinar, "Election Watch: A November to remember." #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/

Capital Group CEO Mike Gitlin interviews Chris Buchbinder, an equity portfolio manager based in our San Francisco office. Drawing from nearly three decades of experience, Chris explains why he likes to invest in solid companies that are going through a period of crisis. He discusses how he honed that skill during the dot-com implosion, the global financial crisis and the COVID-19 pandemic. "I look for opportunities where others see despair," he says. #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  

Capital Group portfolio managers Rob Lovelace and Noriko Chen share their outlook on the global equity markets and where they see compelling investment opportunities. They also discuss the growing impact of tariffs on the world economy and how multinational companies are navigating increasingly choppy trade waters. #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/4bahmD0   Follow Mike Gitlin:

Capital Group portfolio managers Caroline Randall and David Hoag discuss their outlook for the economy and markets. Can stocks continue their relentless climb? Has the hype surrounding artificial intelligence gone too far? Is the U.S. Federal Reserve going to cut interest rates before the end of the year? Our portfolio managers answer those questions and more. #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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S. U.K. investors can view a glossary of

Capital Group CEO Mike Gitlin interviews John Queen, a fixed income portfolio manager based in our West LA office. As a long-time bond investor, John discusses his outlook for interest rates and inflation. He explains how he found a career, and a life partner, in the halls of Capital Group. And he reveals a certain bobblehead, with a familiar face, that he keeps displayed in his office. #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. and copyrighted to Capital Group and affiliates, 2024, all rights reserved.   U.K. investors can view a glossary of technical terms here: https://bit.ly/4

Capital Group portfolio manager Dimitrije Mitrinovic explains why knowing when to be patient, and when to be bold are critical to uncovering hidden gems in the small-cap universe. He outlines the characteristics he looks for in small companies, explains why he considers Sweden a paradise for businesses that can grow through acquisition, and recalls developing a passion for investing as a young man growing up Serbia, a country that then didn’t have a market-based economy. #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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group,

China’s recent population decline underscores a long-term challenge more countries will face. Capital Group economist Jared Franz shares his views on how population decline will impact the global economy and how artificial intelligence could help fill the gaps. #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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   To stay informed, follow us   LinkedI

Capital Group CEO Mike Gitlin interviews Mark Casey, an equity portfolio manager based in our San Francisco office. As a veteran Silicon Valley investor, Mark explains why he believes “digitalization” is a powerful investment theme, how he thinks artificial intelligence will transform certain industries, and the lessons he learned from investing in Google. #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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S.   U.K. investors can

New York Times columnist David Brooks talks about his book, How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen. In a conversation with Capital Group investment professionals, David shares what motivated him to write the book and how his ideas can be applied in work and our personal lives. #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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024.  American Funds aren’t registered for sales outside the U.S. U.K. investors can view a glossary of technical terms here: https://bit.ly/49r

Capital Group economist Darrell Spence discusses his outlook for U.S. interest rates, inflation and the economy at the mid-point of 2024. Will the Fed cut rates this year? Is inflation still too high? And what’s the risk of a recession down the road? Darrell tackles those questions and more. #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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024.  American Funds aren’t registered for sales outside the U.S. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow

Capital Group CEO Mike Gitlin interviews Kirstie Spence, a fixed income portfolio manager based in our London office. As an emerging markets debt specialist, Kirstie explains how this volatile asset class has evolved over the years, why she travels the world searching for investment opportunities, and how the war in Ukraine has affected her family on a personal level. #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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S. U.K. investors can view a glo

Credit markets have remained strong even as interest rates have seesawed amidst uncertainty around Federal Reserve policy. Capital Group portfolio manager Damien McCann discusses the dynamics underpinning bond markets and the approach he takes to multisector income portfolios. #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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024.  American Funds aren’t registered for sales outside the U.S.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   To stay informed, follow us  

Capital Group portfolio managers Jody Jonsson and Chris Buchbinder highlight investment opportunities in the U.S. and the world. They discuss artificial intelligence, tech’s dividend strategy and the rise of Japan. This podcast features excerpts from our April 25 webinar, “U.S. and global equity opportunities.” #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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024.  American Funds aren’t registered for sales outside the U.S.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49

Capital Group CEO Mike Gitlin interviews Alan Wilson, an equity portfolio manager with 33 years of investment industry experience. Alan shares stories about his early days at Capital, what he learned from the success of Apple’s Steve Jobs, and why he keeps a framed picture of zebras in his office. #CapGroupGlobal For full disclosures go to  capitalgroup.com/global-disclosures For 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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S. U.K. investors can view a glossary of technical terms here:  https://bit.ly/49rdcFq To stay informed, foll

Capital Group portfolio managers Mark Casey and Peter Eliot shine a spotlight on several far-reaching investment trends, including remarkable advances in artificial intelligence, the rapid growth of cloud computing, and the rising popularity of weight-loss drugs. This podcast features excerpts from our March 21 webinar, “The Long View: Megatrends to watch.” #CapGroupGlobal Related material  Webinar: The Long View: Megatrends to watch 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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales out

As pandemic-era stimulus dries up, municipal bond investors must weigh how fundamentals of state and local governments will cope. Capital Group fixed income portfolio manager Lee Chu discusses how she finds value in this space amid this shifting dynamic, potential impacts of the coming election and broader economic uncertainty. #CapGroupGlobal 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 For full disclosures go to capitalgroup.com/global-disclosures. This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024.  American Funds aren’t registered for sales outside the U.S. U.K. investors can view a glossary of technical terms here: https://bit.ly

Capital Group CEO Mike Gitlin interviews Jessica Spaly, an equity portfolio manager based in our San Francisco office. A former retail industry analyst, Jessica discusses why she was drawn to Amazon in the early days of the e-commerce revolution and how her teenage daughters help her assess cutting-edge retail trends today. #CapGroupGlobal 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 For full disclosures go to capitalgroup.com/global-disclosures This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S.  U.K. investors can view a glossary of technical terms here: https://bit.ly/49

Capital Group portfolio manager Reed Lowenstein shares how active listening and getting the basic details right has helped him build a successful investing career. He explains the importance of holding onto strong convictions lightly and how judgments of corporate leaders help shape his investment decisions. 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 For full disclosures go to capitalgroup.com/global-disclosures. This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024.  American Funds aren’t registered for sales outside the U.S.  U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed follow

Capital Group portfolio managers Will Robbins, John Queen and Michelle Black share their views on the stock and bond markets, including the impact of U.S. interest rates that are currently at a 23-year high. This podcast features excerpts from our February 29 webinar, “Asset allocation for 2024.” #CapGroupGlobal Related material Webinar: Asset allocation for 2024  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  For full disclosures go to capitalgroup.com/global-disclosures   This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S.   U.K. investors can view a glossary of technical