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AI Summary
- Carl Kawaja, portfolio manager at Capital Group, discusses major regime change occurring across capital markets since their previous conversation in mid-2021
- Conversation spans diverse topics including Apple, the Amazonian rainforest, baseball, oil and gas, and Muhammad Ali to illustrate market dynamics
- Kawaja's curious mind and wide-ranging experience provide framework for understanding shifting investment landscape
Guests on This Episode
RC
Regime Change
1 podcast appearance