The Long View
Morningstar • Business, Careers, Investing
Morningstar • Business, Careers, Investing
The Long View
Morningstar • Business, Careers, Investing
Morningstar • Business, Careers, Investing

About

Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.

Episodes

  • Neil Shearing: What the Consensus Is Missing About the Current Economy
    A global economist weighs in on inflation, upcoming elections, and deglobalization.
  • Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’
    An author and longtime investing columnist on the role of individual stocks in a diversified portfolio, the virtues of ETFs, and the biggest mistakes he sees individual investors making.
  • Victor Haghani: Lessons From the Missing Billionaires
    Why investment sizing is an important—yet often overlooked—factor in investor outcomes.
  • Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’
    The founder and CEO of Creative Planning on scaling up an RIA giant, why AI in financial advice is ‘inevitable,’ and whether financial advisors will face fee compression in the years ahead.
  • Bryan Armour: Is Index Investing’s Superpower Unstoppable?
    A Morningstar researcher discusses rising passive share, bitcoin ETFs, and the future of active management.
  • Anne Lester: You’re Bad at Savings and It’s Not Your Fault
    An author and retirement expert discusses the financial challenges confronting young adults and what financial advice she’d give her younger self.
  • JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years
    The CEO of Wasatch talks small-cap equity investing in the age of the ‘Magnificent Seven’ and how his firm sorts through thousands of companies across the globe.
  • Sonali Pier: Don’t Rent Yield
    A top fixed-income manager discusses the possibility of a soft landing, the prospects for lower-quality bonds, and key lessons from 2022's challenging bond market.
  • Marc Freedman: The Case for Encore Careers
    An author and entrepreneur discusses the benefits of age diversity in the workplace, the importance of purpose later in life, and why older workers might consider a ‘gap year.’
  • Roger Young: Visualizing Retirement Is So Important
    A T. Rowe Price thought leader discusses key financial and nonfinancial considerations for people embarking on retirement.
  • Justin Leverenz: Emerging Markets Are ‘Incredibly Attractive’
    A veteran globe-trotting investor sees upside in an unloved asset class.
  • Joel Fried and Al Mordecai: Upholding the Culture at Primecap Management
    Two veteran managers of the Vanguard Primecap Fund discuss the firm’s storied history, how they run money, and more.
  • Jody Jonsson: The Case for a Global Portfolio
    A veteran portfolio manager and senior leader at Capital Group discusses why investors should keep the faith in non-U.S. names and where she's finding attractive opportunities today.
  • Howard Gleckman: We Pretend This Isn’t a Problem
    An expert on aging discusses the status of long-term care in the U.S., including the toll on caregivers, innovations in Alzheimer’s treatment, and the financial ramifications for older adults.
  • Best of The Long View: Investing
    Some of our favorite clips from interviews with portfolio managers and investment specialists in 2023.
  • Best of the Long View 2023: Financial Planning and Retirement
    Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.
  • Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’
    The author and columnist shares insights about rising interest rates and mortgage paydown, crypto and meme stocks, and his own financial journey and portfolio.
  • Tim Steffen: Smart Tax Moves for 2024 and Beyond
    Baird’s director of advanced planning discusses Secure 2.0 changes that are phasing in next year, as well as strategies for Roth conversions and tax-savvy portfolio management.
  • Ben Inker: What Looks Cheap and Dear in Today’s Market
    GMO’s head of asset allocation reflects on the quality anomaly, why value stocks are the cheapest they’ve been in years, and whether it really is different this time for Japanese equities.
  • Dan Haylett: Retirement Planning = Life Planning
    A U.K.-based financial advisor discusses why people over 50 are often underserved by the financial-services industry, ways to ease into retirement, and what it means to be a ‘retirement rebel.’