{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Investing through the AI transition","description":"Equity portfolio manager Brady Enright invested through the dot-com era and is now navigating another period of transformational change driven by AI. His view: while technology evolves, the fundamentals of investing do not. Brady explains why technological change can create enormous opportunity \u2014 but also why some companies never recover from missing major transitions. The key isn't predicting every winner; it's striving to identify which companies are on the right side of change.   #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.   This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.   For more information, including our detailed disclosures, visit https:\/\/www.capitalgroup.com\/global-disclosures.     For our latest insights, practice management ideas and more, subscribe to Capital Ideas at  getcapitalideas.com. If you\u2019re 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\/4aKcZ2c     U.K. investors can view a glossary of technical terms here: https:\/\/bit.ly\/46s4Fmp     To stay informed, follow us     LinkedIn: https:\/\/bit.ly\/4qQrPdH     YouTube: https:\/\/bit.ly\/3OJfg6m     Follow Mike Gitlin: https:\/\/bit.ly\/46onTta     About Capital Group &amp;nbsp;   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people\u2019s 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: https:\/\/www.capitalgroup.com\/     Join us: https:\/\/www.capitalgroup.com\/about-us\/careers.html     Copyright \u00a9 2026 Capital Group ","author_name":"Capital Ideas podcast","author_url":"https:\/\/www.capitalgroup.com\/advisor\/insights\/podcast.html","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/42493205\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/130af6\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/205252375"}