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Artwork for Capital Ideas Podcast

Capital Ideas Podcast

Capital Group
Investment Management
Artificial Intelligence
Growth Investing
Capital Group
Inflation
Federal Reserve
U.S. Infrastructure Spending
Mercado Libre
Macroeconomic Trends
Financial Markets
Mexico
U.S. Elections
Interest Rates
Electronic Billing Systems
Online Freelance Marketplaces
Small Cap Stocks
Industrial Sector
Global Economy
India
Value Investing

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... more

PublishesTwice weeklyEpisodes298Founded9 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Capital Ideas Podcast

Latest Episodes

Navigating the banking sector is no simple feat, especially amid AI-driven disruption and evolving regulations. For the past eight years at Capital Group, equity analyst Matt Antle has embraced this challenge with gusto and a disciplined, three-prong... more

YouTube

Capital Group investment analysts take a deep dive into rising government debt. Are current debt levels in the U.S., Europe and elsewhere sustainable? When do they become unsustainable? And what does that mean for investors? Fixed income analysts Dou... more

China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market. Ertan looks at current factors shaping this sector and gives insights from his hundreds of company meetings. #CapGroupGlobal

This content ... more

As a former analyst covering the asset management industry, equity portfolio manager Emme Kozloff knows how to find clarity in a noisy market. The 19-year veteran of Capital Group joins host Mike Gitlin to discuss the art of filtering information, th... more

YouTube

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Recent Guests

Ertan Tawakkul
China industry specialist focusing on the auto industry, based in Shanghai
Capital Group
Episode: The rise and rise of Chinese automakers
Vince Gonzalez
Short-term bond portfolio manager with experience in commercial mortgage-backed securities and asset-backed securities
Capital Group
Episode: Short-term bonds: A low-profile asset class shifts into high gear
Lisa Thompson
An equity portfolio manager with over 30 years of experience at Capital Group, based in New York City.
Capital Group
Episode: Learning to thrive in unpredictable markets
Kohei Higashi
Portfolio Manager at Capital Group
Capital Group
Episode: Investing through shifting global trade winds
Tom Cooney
Capital Group International Policy Advisor with over three decades of foreign affairs experience.
Capital Group
Episode: Tariffs and trade deals: Where do we go from here?
Mandeep Saini
Fixed Income Investment Analyst with 20 years of industry experience, 15 years covering insurance
Capital Group
Episode: Building resilience: property and casualty insurance update
Andrea Montero
Fixed income investment professional with expertise in energy investing
Capital Group
Episode: From oil sands to OPEC: A disciplined approach to energy investing
Nathan Meyer
Equity Investment Analyst
Capital Group
Episode: The changing face of media
Celia Huey
Equity Investment Analyst focusing on North Asia, information technology, and healthcare in China
Capital Group
Episode: Finding the 'DeepSeek moments' across Asia

Hosts

Ed Harrold
Investment Director at Capital Group, who leads discussions on market trends and investment strategies.
Mike Utley
Host and portfolio strategist known for discussing investment strategies and market awareness.

Reviews

4.7 out of 5 stars from 394 ratings
  • Great that they have broadened out the PMs

    With CEO Mike Gitlin hosting, we are hearing from a broader range of Capital PMs. I think it would be great if they continued to do that and let us hear from everyone over time. The deeper dives from analysts are also useful. It would be great to hear from all the equity analysts.

    Apple Podcasts
    5
    Bhgfdchu
    United States6 months ago
  • Typically great

    Another Euro hack. From UK MBBS who has NIH mindset waste of time.

    Except this week’s episode old hack | rich v poor | forgetting us poor have pensions

    Apple Podcasts
    1
    drshakal
    United Statesa year ago
  • Bronze

    Tell Mr. geology expert that bronze is copper and tin—not copper and iron.

    Apple Podcasts
    4
    Wasalistener9
    United States2 years ago
  • Great discussions

    Podcast Addict
    5
    cougar
    2 years ago
  • Great ideas

    Podcast Addict
    5
    cougar
    2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some criticism exists regarding the technicality of certain topics, which may be challenging for casual investors.
The podcast is often described as intellectually stimulating, making complex investment concepts more accessible.
Overall, feedback indicates a strong interest in both macroeconomic insights and practical investment strategies.
Listeners appreciate the insights provided by experienced professionals, emphasizing the relevance and quality of content.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

How GE Aerospace CEO Larry Culp turns problems into progress
Q: How have you used Lean to transform GE?
We focus on problem solving by embracing challenges as opportunities for improvement, driving cultural change towards collaborative problem-solving at GE Aerospace.
How GE Aerospace CEO Larry Culp turns problems into progress
Q: What advice do you have for other CEOs about team-first mentality and humility?
The role modeling at the end of the day is important, focusing on collective responsibility rather than individual success and promoting a question-asking culture.
Short-term bonds: A low-profile asset class shifts into high gear
Q: What would it take for you to get more worried about credit?
Rising leverage on balance sheets and weaker equity prices could raise concerns.
Short-term bonds: A low-profile asset class shifts into high gear
Q: What's driving the surge in interest for short-term bonds?
The surge is largely due to the current economic backdrop and favorable yield levels.
India's strategic autonomy in global markets
Q: What future challenges does India face regarding its demographic dividend?
India must overcome significant challenges in education and healthcare to capitalize on its demographic dividend; failure to do so could lead to disappointment.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Capital Ideas Podcast

What is Capital Ideas Podcast about and what kind of topics does it cover?

Insightful discussions on investment strategies, market trends, and macroeconomic forces characterize this podcast, featuring leading investors and analysts sharing their expertise. Episodes explore diverse topics such as global trade dynamics, private market outlooks, and the implications of government policies on investment portfolios. The format generally includes interviews and panel discussions, allowing listeners to gain unique insights into the investment landscape, learn from real-world experiences of experts, and understand current market challenges and opportunities.

Where can I find podcast stats for Capital Ideas Podcast?

Rephonic provides a wide range of podcast stats for Capital Ideas Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Capital Ideas Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Capital Ideas Podcast get?

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What are the audience demographics for Capital Ideas Podcast?

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How many subscribers and views does Capital Ideas Podcast have?

To see how many followers or subscribers Capital Ideas Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Capital Ideas Podcast?

These podcasts share a similar audience with Capital Ideas Podcast:

1. Notes on the Week Ahead
2. Barron's Advisor
3. Insights Now
4. The Memo by Howard Marks
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of Capital Ideas Podcast are there?

Capital Ideas Podcast launched 9 years ago and published 298 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Capital Ideas Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Capital Ideas Podcast?

Rephonic pulls ratings and reviews for Capital Ideas Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for Capital Ideas Podcast?

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What guests have appeared on Capital Ideas Podcast?

Recent guests on Capital Ideas Podcast include:

1. Ertan Tawakkul
2. Vince Gonzalez
3. Lisa Thompson
4. Kohei Higashi
5. Tom Cooney
6. Mandeep Saini
7. Andrea Montero
8. Nathan Meyer

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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