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Capital Ideas Podcast

Capital Group
Investment Management
Capital Group
Artificial Intelligence
Growth Investing
Inflation
Federal Reserve
Mercado Libre
U.S. Infrastructure Spending
Macroeconomic Trends
Financial Markets
Mexico
U.S. Elections
Interest Rates
Online Freelance Marketplaces
Electronic Billing Systems
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 weeklyEpisodes294Founded9 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Capital Ideas Podcast

Latest Episodes

Capital Group portfolio manager John Queen and Paula Campbell Roberts, chief investment strategist for global wealth at KKR, offer their views on the U.S. macroeconomic outlook, including the health of public and private markets. They share their exp... more

Far from the traditional image of industrials as an old economy, slow growth, low innovation sector, many of these companies have changed beyond recognition in recent years. Equity investment analyst Sebastian Siersted focuses on the European industr... more

Larry Culp, Chairman and CEO of GE Aerospace, became the first outsider to lead GE in the company's history. In this episode, he shares how a leadership approach rooted in humility and respect helped guide the company through transformation and build... more

YouTube

Short-term bonds are drawing unusually strong inflows as investors seek stability and income amid economic uncertainty. Portfolio manager Vince Gonzalez explains why this overlooked corner of the fixed income markets is suddenly in demand. He shares ... more

Key Facts

Accepts Guests
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Podcast Host
Number of Listeners
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Recent Guests

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
Steve Watson
Capital Group portfolio manager with over 37 years of global investing experience.
Capital Group
Episode: Is the trade war killing globalization?

Host

Mike Gitlin
Host of the Capital Ideas Podcast, with experience connecting portfolio managers and analysts to investment themes and market insights.

Reviews

4.7 out of 5 stars from 390 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 States5 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.

Listeners appreciate the blend of expert opinions and practical investment strategies, making financial discussions accessible and engaging.
Feedback indicates a strong interest in the variety of topics covered, although some episodes may delve too deeply into technical aspects for casual listeners.
Reviews highlight the podcast's quality content and insightful interviews with industry experts, emphasizing its value for both new and seasoned investors.

Chart Rankings

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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
Social Media Reach

Frequently Asked Questions About Capital Ideas Podcast

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

Episodes cover a wide range of investment themes, featuring insights from experienced professionals within the investment management sector. Topics discussed include trends in technology such as AI and robotics, updates in pharmaceuticals and healthcare, and the complexities of municipal and corporate bond markets. Discussions often touch on emerging markets, particularly in Asia and Latin America, highlighting the unique investment opportunities arising from local knowledge and cultural context. Notable guests share personal anecdotes and expertise that add depth to the investment strategies covered, making it a valuable resource for both seasoned investors and those looking to gain foundational knowledge.

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. Insights Now
3. Barron's Advisor
4. Masters in Business
5. The Memo by Howard Marks

How many episodes of Capital Ideas Podcast are there?

Capital Ideas Podcast launched 9 years ago and published 294 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. Vince Gonzalez
2. Lisa Thompson
3. Kohei Higashi
4. Tom Cooney
5. Mandeep Saini
6. Andrea Montero
7. Nathan Meyer
8. Celia Huey

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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