39 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.

    Jon Hale: ESG Is a Paradigm Shift

    Jon Hale: ESG Is a Paradigm Shift

    Our global ESG research leader on how sustainable investing has evolved and what comes next as it goes mainstream.

    • 52 min
    Chris Mamula: What Young Retirees Need to Know

    Chris Mamula: What Young Retirees Need to Know

    A leading blogger discusses some common misconceptions about the FIRE movement, as well as lifestyle and financial considerations for young retirees.

    • 41 min
    John Rekenthaler: Fund Manager Financial Incentives Are Irrelevant

    John Rekenthaler: Fund Manager Financial Incentives Are Irrelevant

    Morningstar's columnist reflects on his decades of analyzing and writing about the mutual fund, retirement, and financial advice industries.

    • 51 min
    The Best of The Long View Podcast: Conversations with Financial Advisors and Retirement Researchers

    The Best of The Long View Podcast: Conversations with Financial Advisors and Retirement Researchers

    We highlight some of the most indelible moments from our newest podcast.

    • 31 min
    The Best of The Long View Podcast: Conversations with Portfolio Managers

    The Best of The Long View Podcast: Conversations with Portfolio Managers

    We highlight some of the most indelible moments from our newest podcast.

    • 41 min
    Moira Somers: How to Give Financial Advice That People Will Actually Take

    Moira Somers: How to Give Financial Advice That People Will Actually Take

    A neuropsychologist discusses why clients don't do what their financial advisors tell them to do--and how advisors can improve upon that.

    • 50 min

Customer Reviews

Slackerville3 ,

Keep The Valuable Investing Content Coming

A relatively new entry into the investment podcast space, this has filled a missing niche. Christine and Jeff used their industry connections to solicit unique guests throughout the financial landscape. Acting as an independent party through Morningstar allows to host to explore interesting topics on investment strategies and retirement planning.

drshakal ,

Hard hitting

ESG very weak - lots of opinion very little objective evidence or rationale
If EU so ESG perfect ?german banks bankrupt?
VW example of ESG has worker participation, community ownership and Green efforts. Yet corrupt Desil scandal etc.
would ESG future have us like France?
Market will respond to these pressures does not need Purity labeling!!

Gus Sauter interview tour-fe-force!
Wish you had pressed him on International Bogle disagreement.

Allen Roth interview was fantastic! Extremely useful

Skillful questions of active managers who lag indexes but are eloquent with dodgy explanations as to why
Example recent Ariel interview!!
Keep it up!

MatthewPE ,

Love it

Love the show. I would love to hear more opinions from the hosts instead of just interviewing. Christine is amazing! I find Jeff to be overly intellectual. For a regular guy like myself his questions and comments are sometimes hard to understand. Wish he would tone it down. It seems like he is trying to impress the interviewee with his overly complex questions. Most of his questions are Ph D level questions when most of the audience is probably more normal folks like me. Love many of the interviews. Don’t care for the money managers promoting their own funds. Some episodes are a little heavy. Loved the Allen Roth episode. Sometimes the topic is a little too deep and complex in my opinion.

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