Capital Ideas Investing Podcast

263 Episodes

1. 5 keys to investing in 2023

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

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

   Published: 1/27/2023
4. 2023 Outlook

   Published: 1/13/2023
5. Bond market opportunities in 2023

   Published: 12/30/2022
6. Finding value in volatility

   Published: 12/16/2022
7. Airshow confidential: Is aerospace taking off?

   Published: 12/2/2022
8. The revenge of brick-and-mortar retail?

   Published: 11/18/2022
9. Recession watch

   Published: 11/4/2022
10. U.S. midterm elections: Who will prevail?

    Published: 10/20/2022
11. Chip War with author Chris Miller

    Published: 10/7/2022
12. COVID distortions fanned the flames of inflation

    Published: 9/23/2022
13. The Fed Unbound with author Lev Menand

    Published: 9/9/2022
14. 4 portfolio managers on braving bear markets

    Published: 8/26/2022
15. All-weather investing amid the storm

    Published: 8/12/2022
16. From the dollar to bitcoin: Currency deep dive

    Published: 7/29/2022
17. Midyear Outlook

    Published: 7/15/2022
18. Talking tech: Software and social media

    Published: 7/1/2022
19. Wheels up: The return of air travel

    Published: 6/24/2022
20. Seeking opportunities in an uncertain world

    Published: 6/3/2022