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271 épisodes
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The Long View Morningstar
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4,7 • 28 notes
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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.
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Scott Rick: Are You a Tightwad or a Spendthrift?
A researcher discusses what shapes our money personalities and how financial disposition affects relationships.
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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.
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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.
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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.
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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.
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Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’
Investing in healthcare across public and private markets.
Avis des utilisateurs
Great Show
Hosts always ask great questions and I learn so much from the show.
Best podcast on investment
The best investment podcast, not one of the best, the best!
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.