Rephonic
Artwork for Capital Ideas podcast

Capital Ideas podcast

Capital Group
Capital Group
Artificial Intelligence
Investment Strategies
China
Interest Rates
India
Federal Reserve
Inflation
Investment Management
Tariffs
US Economy
Emerging Markets
Investing
Healthcare
U.S. Economy
Bond Market
Investment Strategy
Semiconductors
Portfolio Management
Market Trends

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

PublishesWeeklyEpisodes338Founded10 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Capital Ideas podcast

Latest Episodes

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 at a time ... more

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 people behind... more

YouTube

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 capitalgroup.com/global-disclosu... more

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 shares why auth... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Insights Now
Insights NowDr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
Capital Allocators – Inside the Institutional Investment Industry
Capital Allocators – Inside the Institutional Investment IndustryTed Seides – Allocator and Asset Management Expert
Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'ShaughnessyColossus | Investing & Business Podcasts

Recent Guests

Nathan Meyer
Capital Group equity analyst
Capital Group
Episode: Will 'Grand Theft Auto VI' turbo charge the gaming industry?
Frank Beaudry
Equity analyst focused on luxury goods and mining
Capital Group
Episode: Luxury, mining and the power of connecting the dots
John Queen
Portfolio manager on Capital Group's core bond strategies and principal investment officer of the Intermediate Bond Fund of America
Capital Group
Episode: Bond talk: Which way interest rates?
Daniel Jones
Quarterback for the Indianapolis Colts
Indianapolis Colts
Episode: NFL Colts QB Daniel Jones on quiet leadership
Diana Wagner
Equity portfolio manager with extensive investing experience
Capital Group
Episode: Market leadership: U.S. vs international stocks
Brady Enright
Equity portfolio manager
Capital Group
Episode: Investing through the AI transition
Zach Alexander
Capital Group Equity Analyst
Capital Group
Episode: The next wave of defense spending
Caroline Janin
Capital Group Equity Analyst
Capital Group
Episode: The next wave of defense spending
Bill Gurley
Venture capitalist featured in the Running Down a Dream discussion
VC, Benchmark
Episode: 8 book recommendations for your summer reading list

Host

Mike Gitlin
Host of Capital Ideas podcast

Reviews

4.6 out of 5 stars from 422 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 Statesa year 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 States2 years 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
    3 years ago

Listeners Say

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

Some feedback notes that certain episodes can be highly technical or opinionated; balance and accessibility are important.
Listeners appreciate hearing from a broader range of Capital Group portfolio managers and analysts.
Audiences value practical investment insights and the depth of topic coverage across tech, macro, and geopolitics.
High-quality conversations with world-class money managers are repeatedly highlighted as a strength.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Bond talk: Which way interest rates?
Q: Where do you think the Fed is headed in the near term?
The guest sees a firmer expectation of continued, gradual tightening in some scenarios, but notes that the market has priced in a bit of hike risk; the Federal Reserve is balancing inflation with labor market strength and may not commit to a clear trajectory ahead of meetings.
NFL Colts QB Daniel Jones on quiet leadership
Q: What is it like to transition from one NFL team to another, building rapport and credibility in a new locker room?
Jones describes learning the new system, earning trust through steady performance and being a good teammate rather than insisting on a predetermined leadership style; the emphasis is on genuine relationship-building and contributing to the team's success.
Market leadership: U.S. vs international stocks
Q: Diana, what makes you still bullish on the US, and where do you see the balance with non-US themes?
Diana maintains a bullish stance on the US due to resilient growth, AI tailwinds, and favorable energy and consumer dynamics, but emphasizes diversification, regional nuances, and the ongoing need to navigate market concentration and potential volatility in AI-related profitability.
Market leadership: U.S. vs international stocks
Q: Lisa, where do you see opportunities and risks outside the US in the near term?
Lisa argues that EM and international markets can continue to outperform in the coming decade, driven by growth, capital reallocation, governance improvements, and sector opportunities in commodities, industrials, and consumer areas, while noting cyclical caveats and potential pullbacks.
Investing through the AI transition
Q: How do you compare the current AI transition to the dot-com era, and what should investors focus on now?
Brady suggests focusing on fundamentals and the right side of change, recognizing that infrastructure bottlenecks are different this time and that winners will emerge as AI usage scales, with some firms advancing quickly and others lagging. A disciplined framework that adapts to each company's specifics is key.

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?

The show centers on how professional investors think, with frequent deep dives into portfolio construction, long-horizon fundamentals, and how macro forces like technology shifts, geopolitics, and policy shape markets. Episodes pair seasoned Capital Group portfolio managers and analysts with occasional outside guests to unpack topics from AI-driven transitions and defense spending to housing, biotech, and active versus passive investing. Noteworthy is a consistent emphasis on disciplined process, mentorship, and human judgment in navigating change, plus real-world examples and case studies that illuminate how ideas translate into long-term portfolio results. This appears well-suited for listeners who want actionable investment perspectives,... more

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?

Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for Capital Ideas podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Capital Ideas podcast?

Rephonic provides comprehensive predictive audience data for Capital Ideas podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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. Capital Allocators – Inside the Institutional Investment Industry
4. Masters in Business
5. Invest Like the Best with Patrick O'Shaughnessy

How many episodes of Capital Ideas podcast are there?

Capital Ideas podcast launched 10 years ago and published 338 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.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

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

Rephonic provides full transcripts for episodes of Capital Ideas podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Capital Ideas podcast?

Recent guests on Capital Ideas podcast include:

1. Nathan Meyer
2. Frank Beaudry
3. John Queen
4. Daniel Jones
5. Diana Wagner
6. Brady Enright
7. Zach Alexander
8. Caroline Janin

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days