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Capital Ideas podcast

by Capital Group
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Latest episodes

  • Starbucks CEO: Why human connection matters more than ever in an AI world

    October 8, 2026 · 33 min

    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…

  • Why Asian credit deserves a closer look

    October 1, 2026 · 23 min

    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…

  • Will 'Grand Theft Auto VI' turbo charge the gaming industry?

    September 24, 2026 · 25 min

    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…

  • Luxury, mining and the power of connecting the dots

    September 17, 2026 · 30 min

    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…

  • Bond talk: Which way interest rates?

    September 10, 2026 · 34 min

    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…

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  • NFL Colts QB Daniel Jones on quiet leadership

    September 3, 2026 · 25 min

    If there's one thing quarterback Daniel Jones has learned across three National Football League (NFL) teams, it's that leadership doesn't have to be loud. From walking on at Duke to navigating the intense spotlight of New York, Daniel…

  • Market leadership: U.S. vs international stocks

    August 27, 2026 · 31 min

    Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of U.S., international and emerging markets stocks. So far this year, emerging markets are winning, but can that continue? Lisa and Diana share their…

  • Investing through the AI transition

    August 20, 2026 · 26 min

    Equity portfolio manager Brady Enright invested through the dot-com era and is now navigating another period of transformational change driven by AI. His view: while technology evolves, the fundamentals of investing do not. Brady explains…

  • The next wave of defense spending

    August 13, 2026 · 25 min

    Capital Group equity analysts Zach Alexander and Caroline Janin discuss their outlook for the $2.7 trillion defense industry. With ongoing wars in Ukraine and the Middle East, defense spending is on the rise amid a geopolitical realignment…

  • Who you become when you invest

    August 6, 2026 · 23 min

    For Greg Miliotes, portfolio manager and Investment Group Oversight Chair, becoming an investor isn't about what you'll learn in a book or copying someone else's style. It's about curating your own playbook through a strong mental…

  • 8 book recommendations for your summer reading list

    July 30, 2026 · 9 min

    Looking for some great reading material on a hot summer day? We've got you covered. Here are eight compelling titles taken straight from the shelves of Capital Group portfolio managers, economists and others.   #CapGroupGlobal…

  • Follow the research, not the crowd

    July 23, 2026 · 22 min

    After more than 30 years as a fixed income portfolio manager, David Hoag has learned to trust the experts and not "invent your own wheel." Driving outcomes for clients starts with following deep research, then applying judgment over time…

Full episode archive on Apple Podcasts →

About the show

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. Capital Client Group, Inc. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. For full disclosures go to capitalgroup.com/global-disclosures.