271 épisodes

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.

The Long View Morningstar

    • Affaires
    • 4,7 • 28 notes

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.

    Scott Rick: Are You a Tightwad or a Spendthrift?

    Scott Rick: Are You a Tightwad or a Spendthrift?

    A researcher discusses what shapes our money personalities and how financial disposition affects relationships.

    • 53 min
    Andrew Blake: Broker/Dealer Consolidation and Fee Compression Have Been Much Bigger Headwinds for Advisors Than Market Volatility

    Andrew Blake: Broker/Dealer Consolidation and Fee Compression Have Been Much Bigger Headwinds for Advisors Than Market Volatility

    A Cerulli industry watcher reflects on the rapid growth of the independent RIA channel, an impending wave of advisor retirements, and the dramatic uptake of ETFs in client portfolios.

    • 49 min
    Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’

    Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’

    An accomplished small-company investor talks both investing and diversity within the investment industry.

    • 50 min
    Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’

    Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’

    Why it’s important to understand what you really want before you craft your life and financial goals.

    • 45 min
    Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’

    Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’

    Pimco’s global CIO on the macro outlook, why resilience matters, navigating the rate cycle, China, and more.

    • 39 min
    Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’

    Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’

    Investing in healthcare across public and private markets.

    • 51 min

Avis des utilisateurs

4,7 sur 5
28 notes

28 notes

Mick519 ,

Great Show

Hosts always ask great questions and I learn so much from the show.

zwzlife ,

Best podcast on investment

The best investment podcast, not one of the best, the best!

Fluffornator ,

Amazing Guests

Best financial podcast regarding the markets. I listen to each one multiple times since it’s so content rich. Guests are leaders in their area of specialization and not just another opinion. I hope you create this podcast forever.

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