Podcasts about capital group

China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market. Ertan looks at current factors shaping this sector and gives insights from his hundreds of company meetings. #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. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries. 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., and copyrighted to Capital Group and affiliates, 2025, all rights reserved.  For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. 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/4bahmD0 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

As a former analyst covering the asset management industry, equity portfolio manager Emme Kozloff knows how to find clarity in a noisy market. The 19-year veteran of Capital Group joins host Mike Gitlin to discuss the art of filtering information, the value of mental flexibility and the discipline required to invest with conviction. You'll hear Emme's perspective on: Why concentrated portfolios sharpen focus and conviction How to adapt quickly when facts change Lessons learned from retail "guerrilla warfare" and turnarounds The importance of partnering with analysts for deeper insights Real opportunities in AI and health care Tune in for a candid conversation about removing distractions and building portfolios that stand the test of time. #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 John Queen and Paula Campbell Roberts, chief investment strategist for global wealth at KKR, offer their views on the U.S. macroeconomic outlook, including the health of public and private markets. They share their expectations for interest rates, inflation, the labor market, stocks and bonds, along with some thoughts on whether certain markets have reached "bubble" territory. #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

Amadeo Navarro Medina, Cofundador de Homely Capital Group, nos explica como funciona la compra de edificios para alquiler turístico, como funciona esta inversión y que ideas de inversión hay en 2026. También analiza la fuerte inversión que ha hecho el Ayuntamiento de Madrid para restaurar edificios históricos, de más de 400 millones de euros. “Madrid está caminando a una ciudad muchísimo más sostenible y más orientada al lujo”, asegura el invitado. Además, destaca que la capital de España tiene “un peso fortísimo en su patrimonio histórico y cultural, que es lo que le gusta al inversor”. El Cofundador de Homely Capital Group analiza cómo puede el inversor puede aprovechar este momento de gran inversión inmobiliaria en Madrid. El experto señala que “lo más interesante es entender que lo que antes eran zonas prime dan paso a unas zonas que son categoría 2 que es donde está la nueva rentabilidad”. También destaca que “la zona centro es la que está teniendo una de las mayores subidas potenciales de revalorización”. Además añade que “hay que saber encontrar el activo, pero con un partner local”. Amadeo Navarro Medina señala que “tienen varios proyectos, para él es el vehículo 3 de inversión en edificios turísticos, bien repartidos por España, es un proyecto de una vida de dos años y el inversor puede tener un 18% de rentabilidad anual”.

"The biggest opportunity [in cities] is to give back more control over more things to smaller groups of people."Are you interested in decentralised autonomous organisations? What do you think about technologies which enhance governance transparency? How can we involve more people in governance? Interview with Adam Miller, founder of MIDAO. We will talk about his vision for the future of cities, decentralised governance, transparency and accountability, information environments, and many more. Adam Miller is a forward-thinking leader in decentralized governance and emerging technologies. As founder of MIDAO, he enables Web3 and AI projects including Decentralized Autonomous Organizations (DAOs) to incorporate in the Marshall Islands - the only jurisdiction that explicitly recognises their unique structure while providing limited liability to members. Formerly, he offered expert consulting on tech stack selection, launch, and operations for DAOs of all scales. Previously, he researched emerging technologies at Capital Group and co-led the EDGE-TREx IT rotation program. An active investor, start-up founder, and non-profit board member, Adam is dedicated to driving positive global change.Find out more about Adam through these links:Adam Miller on LinkedIn@0xThriller as Adam Miller on XAdam Miller's presentation at The Network State ConferenceMIDAO websiteMIDAO on LinkedIn@MIDAODS as MIDAO on XConnecting episodes you might be interested in:No.222 - Interview with Adam Dorr about technology as applied knowledgeNo.294 - Interview with Erick A. Brimen about Prospera Honduras No.370 - Interview with Vít Jedlicka about LiberlandNo.379R - Decentralized Autonomous Organizations (DAOs) Adoption for Smart City GovernanceWhat was the most interesting part for you? What questions did arise for you? Let me know on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@WTF4Cities⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or on the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠wtf4cities.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ website where the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shownotes⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are also available.I hope this was an interesting episode for you and thanks for tuning in.Episode generated with ⁠⁠⁠⁠⁠⁠⁠⁠⁠Descript⁠⁠⁠⁠⁠⁠⁠⁠⁠ assistance (⁠⁠⁠⁠⁠⁠⁠⁠⁠affiliate link⁠⁠⁠⁠⁠⁠⁠⁠⁠).Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Lesfm ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠from ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Pixabay⁠

Far from the traditional image of industrials as an old economy, slow growth, low innovation sector,  many of these companies have changed beyond recognition in recent years. Equity investment  analyst Sebastian Siersted focuses on the European industrials space and outlines why he feels  businesses in this part of the world have an innovation head start on peers around the world and  are well insulated against any future tariff threat. #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. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries. 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., and copyrighted to Capital Group and affiliates, 2025, all rights reserved.  For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. 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/4bahmD0 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

En el Radar Empresarial, analizamos cómo los acuerdos millonarios en inteligencia artificial están definiendo el 2025, con un ritmo de inversión sin precedentes y un impacto directo en mercados, estrategias corporativas y expectativas de los inversores. Además Susana García (Jupiter AM), explicó las claves que diferencian a la gestora: su filosofía independiente, su enfoque activo y su especialización en soluciones alternativas. Confirmó la buena dinámica de la firma en España, donde están ampliando equipo, y abordó la transformación de las carteras clásicas 60/40, ahora complementadas con activos alternativos para mejorar diversificación y rentabilidad. Destacó también su estrategia “de oro”, un producto estrella centrado en activos relacionados con metales preciosos, que sigue atrayendo a clientes que buscan refugio y protección frente a la inflación. En el Foro de la Inversión, BlackRock presentó la última edición de su estudio People & Money, que revela que España se consolida como potencia en ETFs, con 2,6 millones de inversores y especial protagonismo de los jóvenes. A continuación, Capital Group analizó las perspectivas de la renta fija para 2026, destacando oportunidades en bonos investment grade, high yield selectivo y deuda emergente tras un 2025 positivo. En Cripto Capital, Javier Molina abordó la caída libre del bitcoin, analizando posibles niveles de suelo, los factores que moverán la criptomoneda en el corto plazo y el creciente peso de los inversores institucionales en su comportamiento.

César Ozaeta, director de desarrollo de negocio España y Portugal de Capital Group, analiza las ideas de inversión de la compañía y dónde encontrar valor dentro de la renta fija. “2026 va a ser un año en el que el crecimiento mundial se va a ralentizar un poco”, asegura el invitado. Explica que “después de haber tenido tres años decreciendo al 3, 3,5% a nivel mundial, este año ya hay cierta desaceleración y para el año que viene creen que va a seguir”. En Europa la compañía es más positiva. El entrevistado señala que “ven este año crecimientos cercanos del 1% y el año que viene ven un potencial crecimiento en Europa del 1,5%. ¿Qué oportunidades hay en el mercado emergente? “A nivel emergente está destacando China, que ha vivido un periodo complicado, vemos un ciertos rayos de optimismo, con un crecimiento algo mayor de cara al año que viene”, afirma el director de desarrollo de negocio España y Portugal de Capital Group. ¿Cuál es su visión de la renta renta fija en el entorno actual? ¿Dónde está el valor en este tipo de inversiones? César Ozaeta explica que “el escenario macro que tenemos va a impactar en el mercado de la renta fija, principalmente por el lado de los Bancos Centrales”. ¿Cómo va a ser la política de la Reserva Federal en 2026? “Vemos que la Reserva Federal va a seguir bajando los tipos en torno a tres veces”, afirma el invitado. ¿Qué política de tipos va a llevar a cabo por el Banco Central Europeo? El entrevistado señala que podemos ver “alguna subida de tipos en Europa, habrá bastante divergencia que hace que para una cartera global de renta fija tienen preferencia por curva dólar” y que “habrá preferencia por curva dólar, tener una posición cauta en Europa y estar más posicionados en Estados Unidos”.

Larry Culp, Chairman and CEO of GE Aerospace, became the first outsider to lead GE in the company's history. In this episode, he shares how a leadership approach rooted in humility and respect helped guide the company through transformation and build a culture focused on continuous improvement.   Topics include: Why employees must feel comfortable sharing bad news with senior leadership Three lean leadership principles that support long-term financial health What his unannounced visits to manufacturing facilities reveal about the company's growth This episode offers a behind-the-scenes look at leadership, problem-solving, and the mindset that drives lasting results for clients and shareholders. #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

We are joined in our latest edition of BM Talks by Bill Dinning. He is Chief Investment Officer of W1M, the UK wealth and investment manager formed in 2024 through the merger of Waverton Investment Management and London and Capital Group. Bill was previously Head of Investment Strategy at Coal Pension Trustees and prior to that at Kames Capital in Edinburgh. We asked: Are marketd underestimating the inflationary impact of tariffs?Is there still value in the US markets given the meteoric rise of the MAG7?Why do you see more rate cuts from the Bank of England?Is Japan's renaissance real this time?Why do you still recommend holding Gold?What does McCarthy-era America tell us about Trump 2.0?

Short-term bonds are drawing unusually strong inflows as investors seek stability and income amid economic uncertainty. Portfolio manager Vince Gonzalez explains why this overlooked corner of the fixed income markets is suddenly in demand. He shares insights on Federal Reserve policy, bond markets and how active management can unlock opportunities. Key Topics: What's driving investor interest in short-term bonds How Fed rate cuts are reshaping fixed income strategies Credit outlook and sector diversification Why active management matters in short-duration investing #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

Robert Sechan, Co-Managing Partner at NewEdge Capital Group and CEO of NewEdge Wealth, reflects on the firm's journey to becoming a top RIA and explains how innovation, partnership, and client alignment remain central to the firm's mission and growth. He also discusses the culture that drives performance, the core values that shape decision-making, and the vision behind building a modern wealth management platform.

With volatility on the rise in global markets, investors are searching for stability. Some have their eyes on  India and their longtime strategic autonomy to provide the predictability and resilience needed in the  new trade order. Host Natalya Zeman and guest Anirudha Dutta break down the reforms, policies, and  global positioning for India. Topics include: • India's approach to trade and regulation • The benefits of institutional continuity and reform  • Opportunities in supply chain reconfiguration and emerging sectors • The impact of demographic trends and technology on long-term growth #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. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and  price volatility. These risks may be heightened in connection with investments in developing countries. 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., and copyrighted to Capital Group and affiliates,  2025, all rights reserved.  For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. 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/4bahmD0 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

Veteran tech analyst Sugi Widjaja draws on decades of expertise to identify overlooked opportunities in the tech sector. This, coupled with his firsthand experience across Asia's technology landscape, offers many lessons, including: How China's tech companies have moved from imitation to global innovation Why the dot-come burst shaped his approach to risk and opportunity What surprises investors most about Asia's tech sector – from super apps to electric vehicles From the evolution of business models to how the net phase of AI could impact revenue and costs, Sugi explains how deep industry knowledge and a long-term perspective can give investors an edge. #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

En Capital Intereconomía hemos puesto hoy el foco en el escándalo de apuestas ilegales en la NBA, que reabre el debate sobre la integridad deportiva y el control del negocio del juego. En nuestro Radar Empresarial, Javier López, CEO de SilverGold Patrimonio, ha analizado el momento que viven los metales preciosos, destacando que “el oro sigue siendo el refugio por excelencia frente a la incertidumbre” y que la plata gana relevancia como activo de equilibrio en carteras diversificadas. También ha recomendado a los ahorradores comenzar con compras periódicas y certificadas ante un 2025 lleno de incertidumbre. En el Foro de la Inversión, César Ozaeta, de Capital Group, ha señalado que, pese a los máximos bursátiles, “no es momento de salir del mercado, sino de ser selectivos”, apostando por sectores como la IA, la sanidad y la industria. Y en el Consultorio de Herencias, Itziar Pernía Gómez, de Legal por Naturaleza, ha explicado cómo gestionar el patrimonio heredado para optimizar impuestos y mantener el valor familiar, con fórmulas como proindivisos, donaciones o sociedades patrimoniales.

So far in 2025, non-U.S. stocks are leading U.S. markets. Is this the start of a seismic change or another head fake? Portfolio managers Diana Wagner and Chris Thomsen explore what's driving global markets and how investors can adapt. This episode is adapted from our September 25 webinar, "U.S. versus international equities: Is the tide turning?" Topics include: Why non-U.S. markets may be poised for a comeback Key macro and policy trends shaping global equity markets How U.S. markets are broadening beyond tech Portfolio allocation strategies for a changing investment landscape #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

VettaFi's Head of Research Todd Rosenbluth discussed the Capital Group Municipal Income ETF (CGMU) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

En Capital Intereconomía hemos puesto hoy el foco en el escándalo de apuestas ilegales en la NBA, que reabre el debate sobre la integridad deportiva y el control del negocio del juego. En nuestro Radar Empresarial, Javier López, CEO de SilverGold Patrimonio, ha analizado el momento que viven los metales preciosos, destacando que “el oro sigue siendo el refugio por excelencia frente a la incertidumbre” y que la plata gana relevancia como activo de equilibrio en carteras diversificadas. También ha recomendado a los ahorradores comenzar con compras periódicas y certificadas ante un 2025 lleno de incertidumbre. En el Foro de la Inversión, César Ozaeta, de Capital Group, ha señalado que, pese a los máximos bursátiles, “no es momento de salir del mercado, sino de ser selectivos”, apostando por sectores como la IA, la sanidad y la industria. Y en el Consultorio de Herencias, Itziar Pernía Gómez, de Legal por Naturaleza, ha explicado cómo gestionar el patrimonio heredado para optimizar impuestos y mantener el valor familiar, con fórmulas como proindivisos, donaciones o sociedades patrimoniales.

In this episode of "9innings Podcast," host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the critical importance of emergency funds in today's uncertain economy. He explains what an emergency fund is, why it matters, and recommends saving 9 to 12 months of expenses in liquid, low-risk accounts—challenging the traditional 3 to 6 months' advice. Kevin emphasizes that a robust emergency fund provides financial stability, peace of mind, and flexibility during job loss or unexpected expenses, empowering listeners to make better decisions without fear or desperation.Why Emergency Funds Matter in Today's Economy (00:00:59)The Emotional and Relationship Impact of Emergency Funds (00:03:26)How Much Should You Save? (00:05:39)Where to Keep Your Emergency Fund (00:06:58)Adjusting Financial Priorities to Build Your Fund (00:08:01)The Psychology of Financial Security (00:10:12)Call to Action: Assess and Build Your Emergency Fund (00:12:32)Closing Remarks and Final Advice (00:13:30)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications.Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

(0:00) Intro to this episode(1:34) About the podcast sponsor: The American College of Governance Counsel.(2:21) Start of interview(3:19) Joele Frank's origin story(5:02) Anne Chapman's origin story(8:41) The history and focus of the firm Joelle Frank (now has ~250 people, with offices in NYC and SF).(12:46) Shareholder activism in today's market(15:52) The Exxon Mobil activism case [see E28 with Aiesha Mastagni from CalSTRS, starting at 23:27](18:17) Say-on-Pay and Executive Compensation Dynamics "compensation is a real emotional topic"(21:27) On mega grants.(23:17) The evolution of M&A in shareholder activism(25:44) Geopolitical Tensions in the Boardroom. Examples: US Steel (Golden share by US), MP Materials (10% equity stake).(28:38) Evolution of ESG/DEI, including boardroom diversity.(33:00) AI, PBCs, and Governance Challenges. Is it a bubble? Concern about ethical AI.(38:35) Case Study: Norfolk's Proxy Fight. Digital component to increase retail component of the vote.(44:14) How activists are proposing more qualified directors to boards (focus on individual directors post universal proxy rules).(48:50) The Changing Landscape of Board Composition(49:55) The Importance of Board Evaluations(51:45) On the "stay private or go public" debateJoele Frank is the founder and Managing Partner of Joele Frank. Anne Chapman is a Managing Director at Joele Frank. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Con los mercados en zona de máximos, puede llegar el vértigo a los inversores. En este contexto, César Ozaeta, director de desarrollo de negocio España y Portugal de Capital Group, analiza la situación en los micrófonos de Capital Intereconomía. “La tendencia natural de la bolsa es estar en máximos” explica Ozaeta, que también recalca que las oportunidades siguen existiendo a largo plazo, “No es un tema de hacer timing de mercado, sino de estar tiempo en el mercado”. En cuanto a los sectores más atractivos en el contexto actual, Ozaeta destaca que la gestión activa puede ser especialmente provechosa. “Aunque existen incertidumbres macroeconómicas y geopolíticas, hay tendencias que resultan imparables”, señala. Entre ellas, el envejecimiento poblacional, que desde el punto de vista del sector sanitario abre oportunidades claras: compañías con fármacos aprobados para tratar la obesidad, la diabetes y otras enfermedades crónicas están mostrando un gran potencial.

En Capital Intereconomía hemos puesto hoy el foco en el escándalo de apuestas ilegales en la NBA, que reabre el debate sobre la integridad deportiva y el control del negocio del juego. En nuestro Radar Empresarial, Javier López, CEO de SilverGold Patrimonio, ha analizado el momento que viven los metales preciosos, destacando que “el oro sigue siendo el refugio por excelencia frente a la incertidumbre” y que la plata gana relevancia como activo de equilibrio en carteras diversificadas. También ha recomendado a los ahorradores comenzar con compras periódicas y certificadas ante un 2025 lleno de incertidumbre. En el Foro de la Inversión, César Ozaeta, de Capital Group, ha señalado que, pese a los máximos bursátiles, “no es momento de salir del mercado, sino de ser selectivos”, apostando por sectores como la IA, la sanidad y la industria. Y en el Consultorio de Herencias, Itziar Pernía Gómez, de Legal por Naturaleza, ha explicado cómo gestionar el patrimonio heredado para optimizar impuestos y mantener el valor familiar, con fórmulas como proindivisos, donaciones o sociedades patrimoniales.

In her 31 years with Capital Group, portfolio manager Lisa Thompson has learned a few important lessons: how to be comfortable with uncertainty,  why patience and trust in management matter, and how optimism and discipline drive long-term investment success.  In this episode, Lisa speaks with host Mike Gitlin about navigating unpredictable markets and finding value where others see risk. #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

Amadeo Navarro Medina, cofundador de Homely Capital Group, ha compartido su visión sobre la evolución reciente del mercado inmobiliario en España. Según el empresario, el sector está experimentando una ralentización en el número de transacciones y un estancamiento de los precios. “Lo que antes se vendía en una semana, ahora puede tardar hasta dos meses en cerrarse”, señala Navarro. El contexto económico internacional también está influyendo en esta tendencia. La incertidumbre global ha impactado especialmente en el comprador extranjero, tradicionalmente más fuerte en capital que el comprador nacional, lo que está generando un enfriamiento adicional del mercado. Desde Homely Capital Group, con una trayectoria de más de diez años desarrollando promociones inmobiliarias, mantienen una estrategia prudente y enfocada en la rentabilidad: “No realizamos ninguna operación que proyecte menos de un 12% de rentabilidad neta para el inversor”, afirma Navarro. Pese a la ralentización general del sector, la compañía identifica oportunidades en el ámbito turístico, donde, en palabras del cofundador, “hemos encontrado la pepita de oro”. En este sentido, Navarro destaca el impacto que tendrá la nueva regulación que entrará en vigor el 1 de julio, que exigirá una matrícula oficial para todos los pisos turísticos que se anuncien en plataformas digitales. Esta medida podría provocar que más de 200.000 viviendas turísticas en España queden fuera del mercado por no cumplir con la nueva normativa.

In this special episode of Sales Pipeline Radio from the Innovation Pavilion at Cvent CONNECT 2025, Matt spoke with Ajith Krishnankutty, Head of Experiential Marketing at Capital Group. Don't miss an episode! Subscribe to Sales Pipeline Radio or tune in live Thursdays at 11:30 PT | 12:30 MT | 1:30 CT | 2:30 ET on LinkedIn (also available on demand). In just 20 fast-paced minutes, host Matt interviews the brightest minds in sales and marketing, delivering actionable advice, best practices, and insights for B2B sales and marketing professionals. Sales Pipeline Radio was recently recognized as one of the 25 Best Sales Management Podcasts and Top 60 Sales Podcasts—don't miss out! You can subscribe right at Sales Pipeline Radio and/or listen to full recordings of past shows everywhere you listen to podcasts! You can even ask Siri, Alexa and Google or search on Audible!

Capital Group portfolio manager Kohei Higashi shares his outlook on the global equity markets amid a rapidly changing environment for world trade. With tariffs and other trade barriers rising in many the world's largest economies, Higashi explains why he remains optimistic about the prospects for select multinational companies with the agility, resources and expertise to capitalize on this emerging new world order. #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

El Gobierno prepara una ley para frenar los anuncios de pisos turísticos ilegales, con multas de hasta un millón de euros para aquellas viviendas que se anuncian en plataformas sin número de registro (NRA). En su intervención en Capital Intereconomía, Amadeo Navarro Medina, cofundador de Homely Capital Group, analiza el impacto de esta normativa en el mercado inmobiliario español y compara la situación con lo que ocurre en ciudades como Nueva York, donde una regulación similar transforma por completo el sector. “Hasta 200.000 pisos desaparecerán de las plataformas turísticas en España debido a las multas por la ley del código registral único”, afirma Navarro. El cofundador de Homely Capital Group destaca que la legislación se vuelve cada vez más estricta y limita las posibilidades de los pequeños propietarios para mantener viviendas destinadas al alquiler turístico. Ante este escenario, Navarro explica la estrategia que ofrece Homely Capital Group para seguir invirtiendo en el sector de forma segura y sostenible. “No se trata de ir en contra de la ola. La tendencia es clara: la normativa continúa enriqueciéndose. La alternativa pasa por unirse a los grandes jugadores e invertir en proyectos sólidos, como la adquisición de edificios completos o complejos turísticos con licencia”. El invitado además destaca que “desde Homely Capital Group nos adelantamos a este cambio y creamos vehículos de inversión que permiten adquirir y explotar hoteles y apartamentos turísticos, siempre con licencia.”

Macro analyst Anirudha Dutta looks at the current domestic opportunity in India, focusing on demographics, digitisation and consumption. #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.       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., and copyrighted to Capital Group and affiliates, 2025, all rights reserved.        For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. 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/4bahmD0     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

In this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, discusses six common mistakes people make with their 401(k) retirement plans. He covers misunderstandings about plan rules, improper rollover techniques, unnecessary fees, risk tolerance, financial advisor affiliations, and advisor compensation. Kevin offers practical tips to help listeners avoid costly errors and maximize their retirement savings.Mistake 1: Not Knowing 401(k) Rules (00:00:53)Mistake 2: Improper Rollover Techniques (00:04:18)Mistake 3: Paying More for Less Value (00:06:26)Mistake 4: Misunderstanding Risk Tolerance (00:07:27)Mistake 5: Influence of Financial Advisor Affiliations (00:10:33)Mistake 6: Understanding Advisor Compensation and Rollover Comparisons (00:13:33)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-pageFollow Us: youtube: / @9icapLinkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428facebook: / mlb2cfpBuy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4Website: http://www.9icapitalgroup.comHit the subscribe button to get new content notifications.Corrections: Editing by http://SwoleNerdProductions.comDisclosure: https://sites.google.com/view/9idisclosure/disclosure

Martin Romo has spent more than 30 years at Capital Group — starting as an intern and now serving as chair and chief investment officer. In this conversation with Mike Gitlin, he shares lessons from his journey and explains the three pillars of The Capital System™: collaborative research, diverse perspectives and a long-term view.  You'll hear Martin's take on:  What many investors misunderstand about today's markets  Why he focuses on the “what” instead of the “when”  The warning signs he looks for in the research process  How Capital Group's culture and history shape decisions   A rare behind-the-scenes look at leadership, investing discipline and the mindset that drives long-term client outcomes. #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

As a Co-Founder and Managing Partner, Russ brings an entrepreneurial spirit and a wealth of financial and operational expertise to Transom. He thrives on solving complex problems, and has earned a reputation as a responsive, proactive leader, investor, and business-builder. Russ manages Transom day-to-day, plays an active role in new investment evaluation & execution and with portfolio companies, and is a member of the investment committee. Prior to forming Transom, Russ was a Junior Partner at McKinsey & Company, where he focused on operational transformations across several industries and worked in the firm's Private Equity Practice.  Prior to McKinsey, Russ was a product developer at Microsoft and an investment banker at Credit Suisse First Boston, where he executed corporate finance transactions for technology companies. Russ graduated with honors from the University of Pennsylvania's Wharton School of Business and holds an M.B.A. from the Kellogg School of Management at Northwestern University. Russ is an active member of the Young Presidents' Organization, Santa Monica Bay Chapter.  

Sweeping changes in global trade are reshaping the world order, presenting new opportunities for investors while posing significant risks to the global economy. To shed some light on the unfolding events, Capital Group international policy advisor Tom Cooney shares his thoughts on the future of global trade, why tariffs are taking center stage, and whether a series of new trade deals are providing a template for the road ahead. #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

Investment director Mandeep Saini looks at the world of property and casualty insurance. #CapGroupGlobal 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://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 

In this episode of the "9innigns Podcast," Kevin Thompson, founder and CEO of 9i Capital Group, analyzes the Federal Reserve's recent 25 basis point rate cut. He explains that while the cut aims to stimulate economic growth, its impact on consumers is minimal due to high borrowing costs and tight lending standards. Thompson highlights that the primary beneficiary is the U.S. government, which can refinance its debt more cheaply. He also clarifies that mortgage rates are unlikely to fall significantly, as they are driven by broader market forces rather than the Fed's short-term rate adjustments.Limited Consumer Impact of Rate Cut (00:02:35)Government as Main Beneficiary (00:03:59)Mortgage Rates and Market Forces (00:05:05)Economic Contradictions and Realities (00:06:17)Fed's Balancing Act and Overheating Risks (00:07:39)Summary and Sticky Inflation Warning (00:09:10)Closing Remarks and Call to Action (00:11:51)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icapLinkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

Dennis will start today's show with an article from Capital Group discussing why the U.S. economy could stay resilient. The argument is that the economic tailwind expected from tech companies pouring billions into AI will eventually be seen in additional bottom-line revenue increases adding to real earnings. Next, Nathan will discuss the article, “Are Tariffs the Solution to America's Debt Problem?” by Lawrence Gillum of LPL Financial. This article will delve into the known financial realities regarding the tariff situation as well as the impacts they will tend to have. Last, Hiedi will review the new investment options being proposed for 401(k) plans, which would allow private equity investments to be made by individual investors. The dangers could be significant with the realities of potential loss rising dramatically with these new options. There's so much to talk about! As always, Beth Shier will weigh in with the stats to round it out and bring it all home. Tune in and take control!

“Understanding what's happening in the short term is very informative for taking a long-term view,” says fixed income portfolio manager Ritchie Tuazon. From his seat on Capital Group's rates team, Ritchie shares with Mike Gitlin how his lineup of credit, duration and inflation instruments can help to beat the Bloomberg Agg.* He discusses the importance of conviction without hubris, the role of fixed income in diversified portfolios and how short-term signals can help inform long-term success.  #CapGroupGlobal    *U.S. Aggregate Bond Index, which represents the U.S. investment-grade bond market     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

In this episode, Bryan Derman welcomes two highly respected members of the investment community who represent the two sides of that business: Tim Chiodo, Managing Director and Lead Analyst for Payments, Processors and Fintech at the global investment bank UBS, and Chris Kim, a public and private market investor who leads payments and fintech activities for Capital International, one of Capital Group's three equity units. Tune in as we discuss what's happening in the market with publicly traded companies, digital wallets, the merchant acquiring space, and private equity. We'll consider what investors look for in a payments company, explore new flows, and debate the impacts of regulation, stablecoins, and M&A deals before closing out the episode with an investment perspective lightning round.

What really makes a business attractive to buyers? Buyers weigh more than just financials. They consider risk, operations, and whether the business can run without you. Colin King and Joe Van Deman, Principals at Circle City Capital Group, Inc., know this firsthand. They've built a portfolio of 15 companies by acquiring businesses that many others have overlooked. Colin, a CPA and CFA, and Joe, a former Google employee, bring complementary skills for buying and growing companies. Their perspective offers owners a rare look at how serious buyers evaluate opportunities and negotiate deals. In this episode, you will: Hear how buyers assess both financial and emotional factors in a deal Learn what makes a business unappealing to buyers right away Find out what makes a partnership last through tough deals   Highlights: (00:00) Meet Colin King and Joe Van Deman (02:29) How a Craigslist ad launched their partnership (07:37) Lessons from their first chaotic acquisition (11:32) What makes a business partnership work (15:50) How Circle City Capital Group is different from private equity (23:08) Turning risky businesses into profitable opportunities (33:03) Favorite companies in their portfolio (36:13) What instantly turns buyers off during negotiations (44:20) The changes that make businesses more sellable   Resources: For past guests, please visit https://www.defendersofbusinessvalue.com/   Follow Colin: Connect on LinkedIn: https://www.linkedin.com/in/colin-king-cpa-cfa-37045a38/   Follow Joe:  Connect on LinkedIn: https://www.linkedin.com/in/joevandeman/ Check out their portfolio of companies: Circle City Capital Group: http://circlecitycapitalgroup.com Profit Mastery: http://profitmastery.net The Vermont Flannel Company: https://www.vermontflannel.com/ Vermont Teddy Bear: https://vermontteddybear.com/ All American Clothing Co.: https://www.allamericanclothing.com/ Gusset Brand: https://gusset.com/ Silk Flower Depot: https://e-silkflowerdepot.com/ Dried Decor: https://www.drieddecor.com/ Montessori 'n Such: https://www.montessori-n-such.com/ Follow Ed: Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/ Instagram: https://www.instagram.com/defendersofbusinessvalue/ Facebook: https://www.facebook.com/bvdefenders

I had a blast sitting down with Alex Roudi, the CEO of Interwest Capital Group on the podcast.The conversation started with digging into Alex's history as a founder. He built a very successful global cleaning business in the 90's - and hearing about this was fascinating.From there, we learned how he used the capital from a big liquidity event to start to build Interwest - an ownership/investment group that's focused on Multifamily.In this episode, we hear about the 300+ investors that Interwest works today and how they are creating value across their 4,000 unit portfolio. And, all of the things that have Alex and the team excited about the future as they charge towards 1,000 investors and more than 10,000 owned units.Be sure to learn more about interwest here: https://interwestcapital.com/And find/connect with Alex on LinkedIn: https://www.linkedin.com/in/alexroudi/

Brock is Head of Emerging Client Capabilities at Capital Group. In this conversation, he explores the transformative impact of AI, demystifies AI's role in technology, and discusses its effects on jobs, business workflows, and personal productivity. He also shares practical strategies to thrive in the AI era.

In this episode, Kevin Thompson, founder and CEO of 9i Capital Group, tackles five widespread tax myths popularized by social media influencers. He clarifies misconceptions about LLC tax benefits, the tax obligations of the wealthy, hiring children for tax savings, filing requirements for low-income earners, and reporting small amounts of income. Kevin emphasizes the importance of legitimate business practices, accurate income reporting, and always filing tax returns to maximize refunds and avoid IRS issues. He encourages listeners to seek reliable advice, subscribe to the podcast, and explore his book for further financial education.Myth 1: Starting an LLC for Tax Benefits (00:00:54) Myth 2: The Rich Don't Pay Taxes (00:03:41) How the Ultra-Wealthy Reduce Taxes (00:06:03) Myth 3: Hiring Your Children for Tax Advantages (00:07:18) Myth 4: No Need to File Taxes Below Standard Deduction (00:09:37) Myth 5: Not Reporting Income Under $600 (00:10:57)Conclusion and Thoughts on “Advanced Tax Planning” (00:12:13) NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

Massive investments in robots are bringing technologies once considered science fiction into the real world. Equity analyst Mihir Mehta explores the convergence of robotics with artificial intelligence and explains why companies are investing heavily in automation and humanoid robots. He tackles big questions about the future of work and what this new age of robots could mean for society, businesses and the global economy. #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, Capital Conversations, 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

Equity investment analyst Melissa Gallagher looks at why pharmaceuticals remain an attractive investment area and how obesity treatment and AI continue to drive innovation in this space.#CapGroupGlobal 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://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 

Crypto News: Expect market volatility as the Fed announces on Wednesday if they will cut rates by 25 bps. Investment giant Capital Group's $1B bet on Bitcoin treasuries balloons to $6 billionPakistan's crypto regulator invites crypto firms to get licensed, serve 40 million local users. Show Sponsor -

Mark and Cris are joined by Matt Colyar to break down the latest CPI inflation report, while Jared Franz from the Capital Group explores how artificial intelligence is reshaping the American economy and labor market. We examine the opportunities and challenges of the AI revolution and what it means for workers, businesses, and investors in this rapidly changing economic landscape.Jared Franz is an economist at Capital Group, responsible for covering the United States. He has 19 years of investment industry experience and has been with Capital Group for 10 years. Prior to joining Capital, Jared was head of international macroeconomic research at Hartford Investment Management Company. Before that, he was an international and U.S. economist at T. Rowe Price. He holds a PhD in economics from the University of Illinois at Chicago, a bachelor's degree in mathematics from Northwestern University and attended the U.S. Naval Academy. He is also a member of the Forecasters Club of New York, an elected member of the Conference of Business Economists and a member of the Pacific Council. Jared is based in Los Angeles.Explore more insights from Capital Group's Jared Franz in the articles below:4 charts on why the U.S. economy could stay resilient | Capital GroupBenjamin Button's clues for the US economy Explore the risks and realities shaping the economy in our new webinar, now streaming for free.U.S. Economic Outlook: Under Unprecedented UncertaintyWatch here: https://events.moodys.com/mc68453-wbn-2025-mau25777-us-macro-outlook-precipice-recession?mkt_tok=OT…Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

Andrea Montero, an investment professional and energy sector specialist at Capital Group, joins Mike Gitlin to discuss the complexities of investing in oil and gas. From boots-on-the-ground research in the Canadian oil sands to navigating geopolitical shocks and policy shifts, Andrea shares how she applies a process-driven, principles-based approach to the energy trilemma: balancing security, affordability, and sustainability. She also reflects on why she returned to Capital Group after a summer internship, how her investment approach has changed since transitioning from analyst to portfolio manager and how collaboration across asset classes leads to stronger investment decisions.  #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 

Turbulence in the municipal bond market has created some interesting opportunities for investors. Capital Group portfolio manager Chad Rach shares his thoughts on the events driving muni bonds this year, including an unusually high volume of new issuance. Chad also covers the interest rate environment and highlights a recent site visit that changed his investment perspective.  #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, Capital Converstaions, 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       https://www.youtube.com/@CapitalGroup/videos   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/    Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html    Copyright ©2025 Capital Group

Equity investment analyst Nathan Meyer looks at the changing face of media, from the dominance of streamers to the shift from computer game creators to platform companies. #CapGroupGlobal 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://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 

Welcome to “The Power of Advice.” In this limited series, we've lined up industry leaders, business innovators and entrepreneurs to share their journeys of building brands, reinventing careers and learning lessons. In our first episode, we hear from Larry Fitzgerald, 11-time Pro Bowl wide receiver for the Arizona Cardinals. Larry joins Mike Gitlin to tell how the experience of interning at a financial services firm one offseason led to the founding of Larry Fitzgerald Enterprises, which has since notched over 200 investments. He discusses why he prefers early-stage investing and shares the advice he gives young people — including his own sons — about embracing discomfort as a path to growth. #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 

It started with an impromptu phone call and has evolved into a thoughtful, prudent approach to bring private markets within reach for more investors. Hear Capital Group CEO Mike Gitlin and KKR co-CEO Scott Nuttall discuss partnership, the importance of aligned corporate cultures and share perspectives on pursuing better outcomes for investors. #CapGroupGlobal   Capital Group (the "Adviser") and Kohlberg Kravis Roberts & Co. L.P. (“KKR”) are not affiliated. The two firms maintain an exclusive partnership to deliver public-private investment solutions to investors.     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