Höre Capital Ideas Investing Podcast

Veteran equity portfolio manager Chris Buchbinder explains the importance of patience in periods of market volatility and economic upheaval. He draws parallels between past crisis events and today’s brewing global trade war, and talks about where he is finding long-term investment opportunity. #CapGroupGlobal   For full disclosures go to capitalgroup.com/global-disclosures [https://www.capitalgroup.com/global-disclosures.html]   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com [https://www.capitalgroup.com/advisor/insights/newsletter.html?cid=ci0421v919793]. If you’re based outside of the U.S., visit capitalgroup.com [https://www.capitalgroup.com/] for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi [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 [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 [https://www.linkedin.com/company/capital-group/posts/?feedView=all]   YouTube: https://www.youtube.com/@CapitalGroup/videos [https://www.youtube.com/@CapitalGroup/videos]   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ [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 [https://www.capitalgroup.com/]   Join us: capitalgroup.com/about-us/careers.html [https://www.capitalgroup.com/about-us/careers.html]   Copyright ©2025 Capital Group

With the traditional autos sector in the midst of huge disruption, fixed income analyst Danny Jacobs looks at the challenges and opportunities in this part of the bond market. #CapGroupGlobal     For full disclosures go to capitalgroup.com/global-disclosures [https://www.capitalgroup.com/global-disclosures.html]     For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com [https://www.capitalgroup.com/advisor/insights/newsletter.html?cid=ci0421v919793]. If you’re based outside of the U.S., visit capitalgroup.com [https://www.capitalgroup.com/] for Capital Group insights.  Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist [https://bit.ly/CG-Gitlin-playlist]  This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq [https://bit.ly/49rdcFq]  To stay informed, follow us  LinkedIn: https://bit.ly/42uSYbm [https://bit.ly/42uSYbm]  YouTube: https://bit.ly/4bahmD0 [https://bit.ly/4bahmD0]  Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ [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 [https://www.capitalgroup.com/]  Join us: capitalgroup.com/about-us/careers.html [https://www.capitalgroup.com/about-us/careers.html]  Copyright ©2025 Capital Group

The COVID pandemic may be over, but the experience continues to influence society and investments. Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, noting that several industries and themes remain in flux, from commercial real estate and health care to labor market dynamics. Within health care, Cheryl discusses how regulatory changes could impact the industry significantly given the government’s role as the largest payer. She also shares insights from her widely read research paper, “The Girlfriends’ Guide to Stocks,” which compares investing to dating and highlights elements of a healthy long-term relationship. If you’re interested in learning about navigating crises and finding long-term investment opportunities, this episode is for you. #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

Capital Group portfolio manager Matt Hochstetler explains his contrarian approach to investing and why he prefers to swim against the tide. From his time mowing lawns to serving as a ball boy for the Kansas Jayhawks, Matt brings a Midwest mindset to stock picking, and explains why this latest bout of U.S. market volatility underscores the importance of a diverse portfolio. #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://bit.ly/CG-Gitlin-playlist   This content is published by Capital Client Group, Inc.    U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   To stay informed, follow us   LinkedIn: https://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B   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

Fixed income investment analyst Etrit Vllasalija looks at investment opportunities within the European banking sector, focusing on differences between US and European banks and the impact of recent regulatory changes. #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://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us: LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B 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