Capital Ideas Podcast

280 Episodes

1. High yield bonds: Avoiding the peaks and valleys

   Published: 6/15/2023
2. The power of concentration

   Published: 6/8/2023
3. Investing in a technicolor world

   Published: 6/1/2023
4. 3 reasons for a strong potential recovery

   Published: 5/25/2023
5. Debt ceiling showdown approaches 11th hour

   Published: 5/18/2023
6. The dividend decade

   Published: 5/11/2023
7. The Art of Stock Picking

   Published: 5/5/2023
8. Tech sector turnaround: Will it last?

   Published: 4/28/2023
9. Tech innovation creates health care investment opportunities

   Published: 4/21/2023
10. 10 lessons from 2008 that apply today

    Published: 4/14/2023
11. Why the world keeps getting better

    Published: 4/7/2023
12. New growth investing opportunities, part 2

    Published: 3/31/2023
13. Making sense of banking sector turmoil

    Published: 3/22/2023
14. 10 investment themes for 2023

    Published: 3/17/2023
15. New growth investing opportunities, part I

    Published: 3/10/2023
16. International markets outlook for 2023

    Published: 3/3/2023
17. Is the 60/40 portfolio still a good investment strategy?

    Published: 2/24/2023
18. 5 keys to investing in 2023

    Published: 2/17/2023
19. The AI inflection point, with Martin Romo

    Published: 2/10/2023
20. Could we be witnessing an industrial renaissance?

    Published: 1/27/2023