261 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
    • 4.6 • 701 Ratings

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.

    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
    JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years

    JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years

    The CEO of Wasatch talks small-cap equity investing in the age of the ‘Magnificent Seven’ and how his firm sorts through thousands of companies across the globe.

    • 52 min

Customer Reviews

4.6 out of 5
701 Ratings

701 Ratings

Gnome chopper ,

Excellent

Love Christine Benz and her great common sense investment and financial information. I always enjoy this interesting and edifying podcast.

Jeff G NJ ,

Primeval Episode

Great interview. As a financial advisor, I really appreciated hearing from them since they do very little communicating with the media.

VGa1234$ ,

No mention of Gold/metals/crypto

Not comprehensive podcast. Geared towards traditional financial industry and completely ignoring the new upcoming trends.

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