# Capital Ideas podcast Page: https://stenobird.com/podcast/capital-ideas-podcast-325910 Text version: https://stenobird.com/podcast/capital-ideas-podcast-325910.md RSS feed: https://capitalideas.libsyn.com/rss Official site: https://www.capitalgroup.com/advisor/insights/podcast.html Author: Capital Group Episodes: 328 ## Resource 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. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. For full disclosures go to capitalgroup.com/global-disclosures. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/capital-ideas-podcast-325910 Markdown: https://stenobird.com/podcast/capital-ideas-podcast-325910.md ## Episodes - [How relentless focus sets Broadcom's CEO apart](https://stenobird.com/podcast/capital-ideas-podcast-325910/how-relentless-focus-sets-broadcom-s-ceo-apart) — 2026-06-11T12:00:00+00:00 - [Geopolitics and the U.S. midterms](https://stenobird.com/podcast/capital-ideas-podcast-325910/geopolitics-and-the-u-s-midterms) — 2026-06-04T12:00:00+00:00 - [Skills that matter in an AI world](https://stenobird.com/podcast/capital-ideas-podcast-325910/skills-that-matter-in-an-ai-world) — 2026-05-28T12:00:00+00:00 - [Why today's stock market calls for active management](https://stenobird.com/podcast/capital-ideas-podcast-325910/why-today-s-stock-market-calls-for-active-management) — 2026-05-21T12:00:00+00:00 - [From medicine to markets: Long-term biotech investing](https://stenobird.com/podcast/capital-ideas-podcast-325910/from-medicine-to-markets-long-term-biotech-investing) — 2026-05-14T12:00:00+00:00 - [Stress testing AI Bulls vs. Bears](https://stenobird.com/podcast/capital-ideas-podcast-325910/stress-testing-ai-bulls-vs-bears) — 2026-05-07T12:00:00+00:00 - [How GM's Chair and CEO is redefining what's possible at a legacy company](https://stenobird.com/podcast/capital-ideas-podcast-325910/how-gm-s-chair-and-ceo-is-redefining-what-s-possible-at-a-legacy-company) — 2026-04-30T12:00:00+00:00 - [Investing after the Iran war ends](https://stenobird.com/podcast/capital-ideas-podcast-325910/investing-after-the-iran-war-ends) — 2026-04-23T12:00:00+00:00 - [How a neuroscientist invests in biopharma](https://stenobird.com/podcast/capital-ideas-podcast-325910/how-a-neuroscientist-invests-in-biopharma) — 2026-04-16T12:00:00+00:00 - [Beyond AI: Investing in the physical economy](https://stenobird.com/podcast/capital-ideas-podcast-325910/beyond-ai-investing-in-the-physical-economy) — 2026-04-09T12:00:00+00:00 - [Why municipal bonds can win on an after-tax basis](https://stenobird.com/podcast/capital-ideas-podcast-325910/why-municipal-bonds-can-win-on-an-after-tax-basis) — 2026-04-02T12:00:00+00:00 - [All that glitters: What's driving up gold prices?](https://stenobird.com/podcast/capital-ideas-podcast-325910/all-that-glitters-what-s-driving-up-gold-prices) — 2026-03-26T12:00:00+00:00 - [Inside the AI supply chain](https://stenobird.com/podcast/capital-ideas-podcast-325910/inside-the-ai-supply-chain) — 2026-03-24T15:41:00+00:00 - [You can't model human behavior](https://stenobird.com/podcast/capital-ideas-podcast-325910/you-can-t-model-human-behavior) — 2026-03-19T22:27:00+00:00 - [Adventures in emerging markets investing](https://stenobird.com/podcast/capital-ideas-podcast-325910/adventures-in-emerging-markets-investing) — 2026-03-12T12:00:00+00:00 - [The psychology of building portfolios to withstand any cycle](https://stenobird.com/podcast/capital-ideas-podcast-325910/the-psychology-of-building-portfolios-to-withstand-any-cycle) — 2026-03-05T13:00:00+00:00 - [How to find generational AI businesses – the 'move 37' moment](https://stenobird.com/podcast/capital-ideas-podcast-325910/how-to-find-generational-ai-businesses-the-move-37-moment) — 2026-03-04T14:01:08+00:00 - [Black gold: The outlook for oil prices](https://stenobird.com/podcast/capital-ideas-podcast-325910/black-gold-the-outlook-for-oil-prices) — 2026-02-26T13:00:00+00:00 - [Regulation dictates opportunity in US utilities](https://stenobird.com/podcast/capital-ideas-podcast-325910/regulation-dictates-opportunity-in-us-utilities) — 2026-02-24T14:52:50+00:00 - [Amazon CEO on leadership, innovation and customer obsession](https://stenobird.com/podcast/capital-ideas-podcast-325910/amazon-ceo-on-leadership-innovation-and-customer-obsession) — 2026-02-19T13:00:00+00:00 - [Rob Lovelace on the year ahead (2026 edition)](https://stenobird.com/podcast/capital-ideas-podcast-325910/rob-lovelace-on-the-year-ahead-2026-edition) — 2026-02-12T13:00:00+00:00 - [Why being an investment analyst is the "best job in the world"](https://stenobird.com/podcast/capital-ideas-podcast-325910/why-being-an-investment-analyst-is-the-best-job-in-the-world) — 2026-02-05T13:00:00+00:00 - [Finding durable value in high yield tech & financials](https://stenobird.com/podcast/capital-ideas-podcast-325910/finding-durable-value-in-high-yield-tech-financials) — 2026-02-04T14:55:56+00:00 - [2026 Outlook](https://stenobird.com/podcast/capital-ideas-podcast-325910/2026-outlook) — 2026-01-29T13:00:00+00:00 - [Building resilience into portfolios over the long term](https://stenobird.com/podcast/capital-ideas-podcast-325910/building-resilience-into-portfolios-over-the-long-term) — 2026-01-22T13:00:00+00:00 - [European utilities: Unlocking growth in the grid revolution](https://stenobird.com/podcast/capital-ideas-podcast-325910/european-utilities-unlocking-growth-in-the-grid-revolution) — 2026-01-20T13:35:47+00:00 - [Washington watch: Outlook for the U.S. midterm elections](https://stenobird.com/podcast/capital-ideas-podcast-325910/washington-watch-outlook-for-the-u-s-midterm-elections) — 2026-01-15T13:00:00+00:00 - [Banking on the big picture: How patience can pay off](https://stenobird.com/podcast/capital-ideas-podcast-325910/banking-on-the-big-picture-how-patience-can-pay-off) — 2026-01-08T13:00:00+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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