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Capital Ideas Podcast

Capital Group
Capital Group
Artificial Intelligence
Investment Management
Growth Investing
Federal Reserve
Inflation
U.S. Infrastructure Spending
Mercado Libre
Macroeconomic Trends
Mexico
U.S. Elections
Interest Rates
Online Freelance Marketplaces
Electronic Billing Systems
Small Cap Stocks
Industrial Sector
Global Economy
India
The Magnificent Seven
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 weeklyEpisodes312Founded9 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Capital Ideas Podcast

Latest Episodes

Equity investment analyst Drew Macklis discusses how Capital Group is seeking an edge in analysing the ever-growing world of AI. #CapGroupGlobal

This content is intended to highlight issues and be of a general nature. It should not be considered a... more

Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how these events are affecting the global energy market. He also explains why the U.S. continues... more

Fixed income investment analyst Julian James discusses the prospects for investment grade US utilities. Julian outlines why regulation is the key driver of quality for companies in this space and how he sifts through such a large sector to find the m... more

In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer obsessed to the point of writing press releases before any coding begins. In this episode, hear h... more

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Recent Guests

Darren Peers
Capital Group Equity Analyst with 30 years of experience in energy markets
Capital Group
Episode: Black gold: The outlook for oil prices
David Polak
Investment Director
Capital Group
Episode: Rob Lovelace on the year ahead (2026 edition)
Kelly Murphy
Equity analyst based in London
Capital Group
Episode: Why being an investment analyst is the "best job in the world"
Sandro Lazzarini
Fixed-income analyst and portfolio manager
Capital Group
Episode: Finding durable value in high yield tech & financials
Aline Avzaradel
An equity portfolio manager with 21 years at Capital Group.
Capital Group
Episode: Building resilience into portfolios over the long term
Bobby Chada
Equity Portfolio Manager and Equity Investment Analyst
Capital Group
Episode: European utilities: Unlocking growth in the grid revolution
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

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 403 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 States8 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.

Amazon CEO on leadership, innovation and customer obsession
Q: What advice do you have for recent graduates?
Try a lot of different things, don't worry if you don't know what you're going to do. Be resilient and be a learning machine.
Regulation dictates opportunity in US utilities
Q: What are the current investment opportunities and risks for utilities related to the demands from data centers?
Julian explains that increased demand is an opportunity for utilities to grow their rate base, but it poses risks such as potential higher electric prices for existing customers.
Regulation dictates opportunity in US utilities
Q: Can you give us a summary of your framework touching on how utilities make money and the regulatory framework?
Julian outlines that regulated utilities make money through rate base, which is capitalized by regulators, and that regulation significantly influences the quality and predictability of utility earnings.
Black gold: The outlook for oil prices
Q: What are some of the major investment themes that you find compelling in the energy sector?
Darren discusses the importance of long-lived resources and the advantage they provide to certain companies in the current market environment.
Black gold: The outlook for oil prices
Q: What's your outlook for oil prices in 2026 and beyond?
Darren expects oil prices to be somewhat higher than they are today over a two to four year period.

Audience Metrics

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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. Masters in Business
2. The Memo by Howard Marks
3. The Meb Faber Show - Better Investing
4. Capital Allocators – Inside the Institutional Investment Industry
5. Barron's Streetwise

How many episodes of Capital Ideas Podcast are there?

Capital Ideas Podcast launched 9 years ago and published 312 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?

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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. Darren Peers
2. David Polak
3. Kelly Murphy
4. Sandro Lazzarini
5. Aline Avzaradel
6. Bobby Chada
7. Ertan Tawakkul
8. Vince Gonzalez

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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