262 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

    • Investing

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.

    Neil Shearing: What the Consensus Is Missing About the Current Economy

    Neil Shearing: What the Consensus Is Missing About the Current Economy

    A global economist weighs in on inflation, upcoming elections, and deglobalization.

    • 44 min
    Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’

    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.

    • 49 min
    Victor Haghani: Lessons From the Missing Billionaires

    Victor Haghani: Lessons From the Missing Billionaires

    Why investment sizing is an important—yet often overlooked—factor in investor outcomes.

    • 52 min
    Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’

    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.

    • 51 min
    Bryan Armour: Is Index Investing’s Superpower Unstoppable?

    Bryan Armour: Is Index Investing’s Superpower Unstoppable?

    A Morningstar researcher discusses rising passive share, bitcoin ETFs, and the future of active management.

    • 50 min
    Anne Lester: You’re Bad at Savings and It’s Not Your Fault

    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.

    • 58 min

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