logo
episode-header-image
Jun 2024
24m 11s

U.S. interest rates: Where do we go from...

CAPITAL GROUP
About this episode
tail spinning
Up next
Apr 16
How a neuroscientist invests in biopharma
Equity analyst Laura Nelson Carney uses her PhD in neuroscience to help spot medical innovation around the world. She brings a deep understanding of science to health care investing, using her research and drug development experience to help identify breakthrough drugs. And today ... Show More
25m 55s
Apr 9
Beyond AI: Investing in the physical economy
Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this year among heavy-asset companies, or companies outside of AI and big tech. She offers three catalysts that could sustain the rally, identifies areas where ... Show More
25m 11s
Apr 2
Why municipal bonds can win on an after-tax basis
Did you know municipal bonds are deeply woven into everyday life? Karl Zeile, a fixed income portfolio manager with 32 years of industry experience, explains why the tax advantage of muni bonds is more relevant than ever. He lays out a practical framework for how financial adviso ... Show More
25m 39s
Recommended Episodes
Apr 2022
Retail Investing, Pt. 1: International Exposure
<p>With questions around equity outperformance, tech overvaluation and currency headwinds in the U.S., retail investors may want to look internationally to diversify their portfolio. Chief Cross-Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lis ... Show More
8m 45s
Oct 2023
How Higher Interest Rates Alter Our Financial Blueprint
<p>We explore six impacts of higher interest rates on housing, capital projects, stock buybacks, excess returns for stocks, bonds, and other asset classes, and individual opportunity costs.</p><p>Topics covered include:</p><ul><li>Where current interest rates stand</li><li>Centra ... Show More
28m 38s
Jun 2023
#222: Loomis Sayles - How do investors choose what US companies to invest in?
Will Hobbs (Chief Investment Officer) talks with Hollie Briggs (Head of Global Product Management at Loomis Sayles) about investing in US shares, how she and her team select the companies to invest in, and what future opportunities may be found in the US market. To find out about ... Show More
12 m
Oct 2023
Talking Heads – Standing tall: US small caps
With market expectations for a US recession being ‘kicked down the road’, the outlook for US small capitalisation stocks has improved. Listen to this Talking Heads podcast with Vincent Nichols, Investment Specialist US Small Caps, and Daniel Morris, Chief Market Strategist. For m ... Show More
14m 11s
Jan 2021
The Download: What’s ahead for Canadian banks?
While challenges remain in the near term, leaders of the country’s top banks agree that a rebound is likely on the horizon, with vaccines playing an ever-important role. What other factors are impacting Canada’s financial sector? Stu Kedwell, Co-Head, North American Equities, rec ... Show More
6m 38s
Jan 2023
BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)
IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:37 - What's the mastermind's thoughts on FTX and SBF? 10:22 - What's happening with Gemini, DCG, Genesis, & GBTC? 14:37 - What's the group's thoughts on Binance? 15:04 - Why is a risk assessment of counterparts risk so important? 15 ... Show More
1h 35m
Oct 2023
The Price of Money - 700 Years of Falling, Can Interest Rates Keep Rising?
<p>Interest rates have been sliding for seven centuries. Dive into the historical forces driving this trend and examine whether the recent interest rate spike is just a blip on the radar.</p><p>Topics covered include:</p><ul><li>How the supply of savings and the demand to borrow ... Show More
24m 38s
Aug 2020
Ep 240. When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period
www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research write ... Show More
32m 15s
Nov 2022
MI237: Are We In an Index Fund Bubble? w/ Eric Balchunas
IN THIS EPISODE, YOU’LL LEARN: 08:42 - How index funds affect the underlying companies’ stock prices. 21:31 - What single-stock ETFs are, what investors should know about these products.  24:11 - Are inverse ETFs a good way to bet against the market?  24:11 - The risks of usi ... Show More
55m 55s