Capital Ideas podcast

Geopolitics and the U.S. midterms

Skills that matter in an AI world

Why today's stock market calls for active management

From medicine to markets: Long-term biotech investing

Stress testing AI Bulls vs. Bears

How GM's Chair and CEO is redefining what's possible at a legacy company

Investing after the Iran war ends

How a neuroscientist invests in biopharma

Beyond AI: Investing in the physical economy

Why municipal bonds can win on an after-tax basis

All that glitters: What's driving up gold prices?

Inside the AI supply chain

You can't model human behavior

Adventures in emerging markets investing

The psychology of building portfolios to withstand any cycle

How to find generational AI businesses – the 'move 37' moment

Black gold: The outlook for oil prices

Regulation dictates opportunity in US utilities

Amazon CEO on leadership, innovation and customer obsession

Rob Lovelace on the year ahead (2026 edition)

Why being an investment analyst is the "best job in the world"

Finding durable value in high yield tech & financials

2026 Outlook

Building resilience into portfolios over the long term

European utilities: Unlocking growth in the grid revolution

Washington watch: Outlook for the U.S. midterm elections

Banking on the big picture: How patience can pay off

Will AI take your job?

Luxury unwrapped: Inside apex brands and their fabulousness budgets

How analysts think about banks: AI, regulation and the consumer

The trouble with unsustainable debt

The rise and rise of Chinese automakers

Running a tight, high-conviction portfolio in a noisy market

Private markets and macro outlook

European industrials - innovation and tariff resilience explained

How GE Aerospace CEO Larry Culp turns problems into progress

Short-term bonds: A low-profile asset class shifts into high gear

India's strategic autonomy in global markets

Uncovering overlooked tech opportunities and the next layer of AI

U.S. versus non-US equities: Is the tide turning?

Learning to thrive in unpredictable markets

Investing through shifting global trade winds

Indian Insights: The domestic story – Part One

From summer associate to CIO: Martin Romo on Capital Group's signature investment approach

Tariffs and trade deals: Where do we go from here?

Building resilience: property and casualty insurance update

Cracking the Agg: How active fixed income can beat the benchmark

The age of robots

Health check for the pharmaceutical sector

From oil sands to OPEC: A disciplined approach to energy investing