
Episode Playlist
25 Episodes
Dec 11, 2025•—
The trouble with unsustainable debt

Dec 9, 2025•—
The rise and rise of Chinese automakers

Dec 4, 2025•—
Running a tight, high-conviction portfolio in a noisy market

Nov 27, 2025•—
Private markets and macro outlook

Nov 25, 2025•—
European industrials - innovation and tariff resilience explained

Nov 20, 2025•—
How GE Aerospace CEO Larry Culp turns problems into progress

Nov 13, 2025•—
Short-term bonds: A low-profile asset class shifts into high gear

Nov 11, 2025•—
India's strategic autonomy in global markets

Nov 6, 2025•—
Uncovering overlooked tech opportunities and the next layer of AI

Oct 30, 2025•—
U.S. versus non-US equities: Is the tide turning?

Oct 23, 2025•—
Learning to thrive in unpredictable markets

Oct 16, 2025•—
Investing through shifting global trade winds

Oct 14, 2025•—
Indian Insights: The domestic story – Part One

Oct 9, 2025•—
From summer associate to CIO: Martin Romo on Capital Group's signature investment approach

Oct 2, 2025•—
Tariffs and trade deals: Where do we go from here?

Sep 30, 2025•—
Building resilience: property and casualty insurance update

Sep 25, 2025•—
Cracking the Agg: How active fixed income can beat the benchmark

Sep 18, 2025•—
The age of robots

Sep 16, 2025•—
Health check for the pharmaceutical sector

Sep 10, 2025•—
From oil sands to OPEC: A disciplined approach to energy investing

Sep 4, 2025•—
Municipal bond investing amid rapid policy shifts

Sep 2, 2025•—
The changing face of media

Aug 28, 2025•—
From NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation

Aug 21, 2025•—
CG + KKR: Unlocking private markets for everyday investors

Aug 14, 2025•—


