80 episodi

Want to get smarter about investing? Then learn from the pros. The Capital Ideas podcast brings you the best thinking from Capital Group, one of the world’s leading investment firms. Prepare to be engaged, enlightened and entertained as host Matt Miller gets to the crux of today’s most compelling investment stories.

Capital Ideas Investing Podcast Capital Group

    • Investimenti

Want to get smarter about investing? Then learn from the pros. The Capital Ideas podcast brings you the best thinking from Capital Group, one of the world’s leading investment firms. Prepare to be engaged, enlightened and entertained as host Matt Miller gets to the crux of today’s most compelling investment stories.

    The best of Capital Ideas, vol. 2

    The best of Capital Ideas, vol. 2

    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.
    Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.
    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.

    • 44 min
    Streaming wars

    Streaming wars

    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.
    Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.
    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.

    • 35 min
    Oil change: Snapshot of an evolving industry

    Oil change: Snapshot of an evolving industry

    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.
    Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.
    The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

    • 42 min
    What's next for Brexit?

    What's next for Brexit?

    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.
    Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

    • 36 min
    2020 Outlook

    2020 Outlook

    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.
    Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.
    The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

    • 1h
    What's in store for the U.S. retail sector?

    What's in store for the U.S. retail sector?

    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.
    Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

    • 19 min

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