logo
episode-header-image
May 2023
23m 34s

The Art of Stock Picking

CAPITAL GROUP
About this episode
tail spinning
Up next
May 7
Stress testing AI Bulls vs. Bears
Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz stress test the bull and bear cases for AI. They cover whether we are in an AI boom or bubble and what productivity gains could mean for the U.S. economy and job markets. This podcast is from a rece ... Show More
27m 11s
Apr 30
How GM's Chair and CEO is redefining what's possible at a legacy company
How does General Motors Chair and Chief Executive Officer Mary Barra lead transformation at scale, all while technology is rewriting the playbook? According to her, it's about maintaining the company's history of innovation and understanding that "no one has a right to exist — ev ... Show More
20m 35s
Apr 23
Investing after the Iran war ends
Capital Group portfolio manager Steve Watson shares his thoughts on investing in global equity markets at a time when the world is getting to be a more dangerous place. He also looks ahead to the end of the Iran war and what it could mean for the stock market, oil prices and glob ... Show More
25m 41s
Recommended Episodes
Aug 2024
The World Of Venture Capital and How They Pick Winning Investments In Startups and Early Stage Businesses | Chris Van Dusen
tail spinning
45m 33s
Jul 2025
Venture capital is booming, but only if you’re in AI
64% of venture capital funding this year has gone straight to AI startups, leaving consumer ventures starving for cash. That’s what Bryanna Samuels, a Wall Street-trained VC investor, reveals on Stocks in Translation. Samuels explains how public markets shape private valuations, ... Show More
23m 34s
Oct 2024
Human Capital vs. Human Resources: Investing in People for Private Equity Success with Joelle Marquis
<p class="mb-2 last:mb-0">Explore leadership and culture in private equity with Joelle Marquis, President of Arsenal Capital Partners. Host Sean Mooney and Joelle discuss the critical role of human capital in the industry, offering insights into Arsenal Capital's approach to fost ... Show More
38m 5s
Aug 2024
3i Group: Capital in Action - [Business Breakdowns, EP.180]
Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where one business, Dutch retailer, Action, represents well north of 50% of their net ... Show More
38m 43s
Aug 2025
Deep Dive: 3 Stocks Betting Everything on Crypto Treasuries
Crypto treasury companies are suddenly one of the hottest trends on Wall Street. We explain how Michael Saylor and MicroStrategy created the model and why new players like BitMine, ETHZilla, and Upexi are rushing to copy it. The strategy has sent stocks soaring but it comes with ... Show More
14m 59s
Dec 2023
#190 Top Investment Stories of 2023: A Stock Club Recap
tail spinning
32m 56s
Aug 2022
Is Index Investing or Stock Picking Better?
<p>The age old debate of using an Index ETF strategy or stock picking. We go over the pros and cons of each approach and what to consider when deciding which strategy to use.</p> <p>We also go over 25 Canadian stocks with sales and earnings growth, the recent investment by Andres ... Show More
48m 47s
Jun 2025
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
25m 49s
Jul 2024
Talk Your Book: Investing in Corporate Culture
On today's show, Michael Batnick and Ben Carlson are joined by Kristof Gleich of Harbor Capital and Scott Colson of Irrational Capital to discuss how the Human Capital Factor was discovered, what is being measured to quantify the Human Capital Factor, how advisors are utilizing t ... Show More
31m 41s
Aug 2024
E88: Lessons from Investing in 81 Venture Capital Funds - Dave Neumann
Dave Neumann, investor at Molten Ventures, sits down with David Weisburd to discuss fund of funds deployment strategies, how GPs should approach fund size and interesting power law data derived from Molten’s 2,500 underlying portfolio companies. 
14m 17s