108 episodes

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

    • Business

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.

    Patrick O'Shaughnessy: 'Custom Indexing Unlocks a Lot of Benefits'

    Patrick O'Shaughnessy: 'Custom Indexing Unlocks a Lot of Benefits'

    The investor, author, and popular podcast host talks ESG, factor investing, some of his favorite podcast guests, and more.

    Kerry Pechter: How Annuities Fit Into the Retirement Income Puzzle

    Kerry Pechter: How Annuities Fit Into the Retirement Income Puzzle

    The author and columnist unpacks the benefits and limitations of annuities in an era of ultralow yields.

    Mike Piper: Delaying Social Security Not Always a Good Deal

    Mike Piper: Delaying Social Security Not Always a Good Deal

    The author and Social Security expert discusses the best and worst times to claim Social Security, Roth versus traditional IRAs, and how retirees can protect against a weak market.

    Jason Hsu: China Is 'the Last Great Remaining Alpha Reservoir'

    Jason Hsu: China Is 'the Last Great Remaining Alpha Reservoir'

    The founder and chairman of Rayliant Global Advisors discusses the promise and challenges of investing in China, machine learning, and the investor timing gap.

    Joe Davis: 'We Will See China-Like Growth for a Time in the United States'

    Joe Davis: 'We Will See China-Like Growth for a Time in the United States'

    Vanguard’s chief economist discusses his team’s latest research, how the pandemic has changed the economy, and the future of work.

    John Rogers, Jr.: 'Be Willing to Talk About These Uncomfortable Issues'

    John Rogers, Jr.: 'Be Willing to Talk About These Uncomfortable Issues'

    The Ariel Investments founder and chairman shares his views on diversity, equity, and inclusion, value’s resurgence, stock-picking, and more.

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