Capital Ideas podcast

The U.S. economy looks resilient based on top-line growth, yet the housing market remains stuck in neutral. Portfolio manager Taylor Hinshaw discusses the disconnect and what it will take for the crucial housing sector, and its broader economic impact, to turn around.
 
#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






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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 ©2026 Capital Group

For Hock Tan, Broadcom's CEO, obsessive focus is the foundation of how the company operates, from capital allocation and acquisitions to leadership accountability at scale.
This conversation breaks down that discipline in action, including:
An acquisition framework
Where real constraints exist in AI infrastructure
Why you should build a skill set, not a career
#CapGroupGlobal





This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results.
 
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.
 
This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.



For more information, including our detailed disclosures, visit www.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/4aKcZ2c






U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp






To stay informed, follow us






LinkedIn: https://bit.ly/4qQrPdH






YouTube: https://bit.ly/3OJfg6m






Follow Mike Gitlin: https://bit.ly/46onTta






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 © 2026 Capital Group

Capital Group political economist Matt Miller and Senior Vice President of Government & Regulatory Affairs Reagan Anderson share their views on geopolitical events, including the Iran war, and the outlook for the U.S. midterm elections. #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 ©2026 Capital Group

With AI-driven disruption reshaping the investing landscape, technical skills are now table stakes, according to Equity Portfolio Manager Michael Beckwith. So, what does drive effective long-term outcomes? Adaptability and judgment.
 
In this episode, he explains how these skills show up in practice:
Actively molding a portfolio rather than just aggregating stocks
Rigorously assessing management quality and incentives
Identifying when businesses are mispriced for meaningful change
Looking beyond companies to where new business models are being defined
 
#CapGroupGlobal






This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results.



Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.



This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.



For more information, including our detailed disclosures, visit www.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/4aKcZ2c






U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp






To stay informed, follow us






LinkedIn: https://bit.ly/4qQrPdH






YouTube: https://bit.ly/3OJfg6m






Follow Mike Gitlin: https://bit.ly/46onTta






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 ©2026 Capital Group

What happens to markets when investing goes on "autopilot"? Capital Group Vice Chair Jody Jonsson explains how passive ownership can diminish price discovery — and why that matters in expensive, concentrated markets. Jody also shares her thoughts on the role of private assets and what "smart regulation" could look like.






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 ©2026 Capital Group