270 episodes
The Long View Morningstar
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- Business
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4.6 • 718 Ratings
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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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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.
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Greg McBride: ‘Successful Saving Is All About the Habit’
The chief financial analyst for Bankrate discusses the state of the economy and the outlook for interest rates, as well as the many savings products that are available today.
Customer Reviews
Brown Capital
Great interview with Kieth Lee from Brown Capital Management. His funds have not done well lately. I admire his honesty and sticking to his plan. Interesting conversation.
Great Economic Data
The episode with the Capitol Economics economist was just great. Questions were great, but the interviewee did a great job of summarizing data and making difficult subjects understandable.
Primeval Episode
Great interview. As a financial advisor, I really appreciated hearing from them since they do very little communicating with the media.