logo
episode-header-image
Jul 24
10m 35s

Is the trade war killing globalization?

CAPITAL GROUP
About this episode

The U.S.-led trade war may change globalization in a profound way, but it won’t kill it, says Capital Group portfolio manager Steve Watson, a global equity investor with 37 years of experience. “Globalization isn’t dead,” he insists. Listen in to hear his reasons why. #CapGroupGlobal

 

 



For full disclosures go to
capitalgroup.com/global-disclosures

 




For our latest insights, practice management ideas and more, subscribe to Capital Ideas at
getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.

 




Watch our latest podcast, Conversations with Mike Gitlin, on YouTube:
https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

 




This content is published by Capital Client Group, Inc.

 




U.K. investors can view a glossary of technical terms here:
https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html

 




To stay informed, follow us

 




LinkedIn:
https://www.linkedin.com/company/capital-group/posts/?feedView=all

 




YouTube:
https://www.youtube.com/@CapitalGroup/videos

 




Follow Mike Gitlin:
https://www.linkedin.com/in/mikegitlin/

 




About Capital Group

 

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

 




Learn more:
capitalgroup.com

 




Join us:
capitalgroup.com/about-us/careers.html

 




Copyright ©2025 Capital Group

Up next
Yesterday
Asset allocation in uncertain times
What does a balanced portfolio look like when the economic outlook is uncertain and markets are near all-time highs? Capital Group portfolio managers Paul Benjamin and Hilda Applbaum share allocation strategies for today’s complex world. They cover stocks and bonds and advantages ... Show More
40m 39s
Jul 31
Don’t overlearn lessons: Staying nimble in turbulent markets
“When the thesis changes, you have to change with it,” says portfolio manager Julian Abdey. From earning the nickname Dr. Doom as a bank analyst in the leadup to the global financial crisis to scenario planning throughout the pandemic, Julian has honed the skill of doing his own ... Show More
30m 58s
Jul 23
Exploring Latin America: Seeking innovators in Brazil - Part 2
In the second part of our focus on Latin America, equity investment analyst Ana Reynal turns her focus to Brazil. She outlines how the market is less tied to US trade than others in the region and how she identifies the country’s disruptive innovators. #CapGroupGlobal For our lat ... Show More
21m 39s
Recommended Episodes
May 16
BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582
Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of ada ... Show More
46m 35s
Sep 2024
Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550
Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. ... Show More
50m 43s
Jan 2025
VC React Podcast (E23): DeepSeek Moment! New Growth Funds In MENA, New Sector Focus For MENA VCs!
VC React Podcast: Every week, we bring you insights and reactions from top VCs, reacting to the latest news on MENA startups, VCs, and investment rounds. Stay tuned for: expert analysis, independent opinions, and maybe some heated conversations! Hosts: Ahmad Takatkah, VCpreneur. ... Show More
52m 33s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US. Recorded on Feb 3rd, 2025Views are my own thoughts; not Financial, Medical, or Legal Advice. Ray Dalio is a renowned investor, hedge fund manager, and p ... Show More
1h 46m
Mar 2025
Insiders React: Return of Digg + Wall Street Panic, Bitcoin Strategic Reserve, Apple Delays AI
Is the stock market's recent nosedive just the beginning of a larger economic shift? As tariffs and political uncertainty rock Wall Street, tech giants like Apple are facing unexpected hurdles in the AI race. Meanwhile, an old internet favorite is poised for a surprising come ... Show More
55m 54s
Aug 2024
#221: Are We in An AI Bubble?
Anne Marie and Mike break down Google’s $13 billion quarterly AI spend. Can the search king find a way to make its AI investment profitable? The market doesn’t seem to think so. We then bring you an earnings round-up covering LVMH, Dexcom, Chipotle Mexican Grill, and Universal Mu ... Show More
52m 7s
Aug 2024
#223: The Secrets to Creating Wealth
Emmet reflects on his investing career and discusses the difference between wealth creation and wealth preservation. The beginning of your career is the time to take risks and find life-changing investments. Emmet wants to hear your thoughts on his latest solo podcast. Drop him a ... Show More
40m 19s
Feb 2020
Pop Delusions: Dylan Grice on the golden age of duration, why economists are cargo cultists, and the anatomy of a forecast with Tobias Carlisle on The Acquirers Podcast
Dylan Grice is the founder of Calderwood Capital Research. Before Calderwood, Dylan was the Head of Liquid investments at Calibrium AG, a private investment office based in Zurich, Switzerland.    Prior to joining Calibrium AG in 2014, Dylan was a part of the consistently top-ran ... Show More
55m 23s
Dec 2023
#190 Top Investment Stories of 2023: A Stock Club Recap
Dive into 2023’s most insightful conversations on investing and personal finance with the "Stock Club" podcast's special year-end episode.  Relive the top highlights featuring industry experts like Michael Lucas, James Early, Derek Riley, and acclaimed author Brian Ferroldi as th ... Show More
32m 56s
Jan 2025
BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567
My guest today is Savita Subramanian, Bank of America’s Head of U.S. Equity Strategy & U.S. Quantitative Strategy. Barron’s named Savita as one of the 100 Most Influential Women in U.S. Finance. In today’s episode, we cover the key trends shaping markets as we start 2025. Savita ... Show More
1h 5m