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Artwork for Capital Ideas Podcast

Capital Ideas Podcast

Capital Group
Capital Group
Artificial Intelligence
Investment Management
Growth Investing
Federal Reserve
Inflation
U.S. Infrastructure Spending
Mercado Libre
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 weeklyEpisodes289Founded9 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Capital Ideas Podcast

Latest Episodes

Veteran tech analyst Sugi Widjaja draws on decades of expertise to identify overlooked opportunities in the tech sector. This, coupled with his firsthand experience across Asia's technology landscape, offers many lessons, including:

• How China's ... more

YouTube

So far in 2025, non-U.S. stocks are leading U.S. markets. Is this the start of a seismic change or another head fake? Portfolio managers Diana Wagner and Chris Thomsen explore what's driving global markets and how investors can adapt. This episode is... more

In her 31 years with Capital Group, portfolio manager Lisa Thompson has learned a few important lessons:

• how to be comfortable with uncertainty,

• why patience and trust in management matter, and

• how optimism and discipline drive long-term ... more

YouTube

Capital Group portfolio manager Kohei Higashi shares his outlook on the global equity markets amid a rapidly changing environment for world trade. With tariffs and other trade barriers rising in many the world's largest economies, Higashi explains wh... more

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Recent Guests

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?
Ana Reynal
Equity Investment Analyst with 15 years of experience in Latin America
Capital Group
Episode: Exploring Latin America: Local knowledge key for Mexico - Part 1

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 States4 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.

Learning to thrive in unpredictable markets
Q: How do you think of patience in investing?
I learned that you don't need to go in too early, considering small initial investments and using time to thoroughly analyze companies.
Learning to thrive in unpredictable markets
Q: What is your investment edge?
I am very comfortable with uncertainty, cyclicality, and volatility, which has come from my experience in emerging markets.
From summer associate to CIO: Martin Romo on Capital Group's signature investment approach
Q: What's your number one piece of advice for a younger analyst?
Learn from the greats, study history, and learn how to tell a compelling investment story.
From summer associate to CIO: Martin Romo on Capital Group's signature investment approach
Q: What is your edge?
My edge comes from understanding that every analyst has their own edge, and I tend to hone in on what they are really good at.
From summer associate to CIO: Martin Romo on Capital Group's signature investment approach
Q: What do you think in the markets today that folks misunderstand?
Investment opportunities are broader than just focusing on a handful of U.S. companies; there are great opportunities globally in various sectors.

Audience Metrics

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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.

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How many listeners does Capital Ideas Podcast get?

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How many subscribers and views does Capital Ideas Podcast have?

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

How many episodes of Capital Ideas Podcast are there?

Capital Ideas Podcast launched 9 years ago and published 289 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. Lisa Thompson
2. Kohei Higashi
3. Tom Cooney
4. Mandeep Saini
5. Andrea Montero
6. Nathan Meyer
7. Celia Huey
8. Steve Watson

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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