The Long View

By Morningstar

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Category: Investing

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Subscribers: 345
Reviews: 1
Episodes: 262


 Jan 20, 2020

Description

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.

Episode Date
Neil Shearing: What the Consensus Is Missing About the Current Economy
Apr 16, 2024
Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’
Apr 09, 2024
Victor Haghani: Lessons From the Missing Billionaires
Apr 02, 2024
Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’
Mar 26, 2024
Bryan Armour: Is Index Investing’s Superpower Unstoppable?
Mar 19, 2024
Anne Lester: You’re Bad at Savings and It’s Not Your Fault
Mar 12, 2024
JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years
Mar 05, 2024
Sonali Pier: Don’t Rent Yield
Feb 27, 2024
Marc Freedman: The Case for Encore Careers
Feb 20, 2024
Roger Young: Visualizing Retirement Is So Important
Feb 13, 2024
Justin Leverenz: Emerging Markets Are ‘Incredibly Attractive’
Feb 06, 2024
Joel Fried and Al Mordecai: Upholding the Culture at Primecap Management
Jan 30, 2024
Jody Jonsson: The Case for a Global Portfolio
Jan 23, 2024
Howard Gleckman: We Pretend This Isn’t a Problem
Jan 16, 2024
Best of The Long View: Investing
Jan 09, 2024
Best of the Long View 2023: Financial Planning and Retirement
Jan 02, 2024
Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’
Dec 26, 2023
Tim Steffen: Smart Tax Moves for 2024 and Beyond
Dec 19, 2023
Ben Inker: What Looks Cheap and Dear in Today’s Market
Dec 12, 2023
Dan Haylett: Retirement Planning = Life Planning
Dec 05, 2023
Mike Moran: Taking the Temperature on Retirement Readiness
Nov 28, 2023
Tiffany Aliche: Helping People ‘Move Past the Shame’
Nov 20, 2023
John Rekenthaler and Amy Arnott: What’s a Safe Retirement Spending Rate Today?
Nov 14, 2023
Scott Burns: The Case for a Simple Retirement Plan
Nov 07, 2023
JL Collins: Spotlighting the Many Paths to Financial Independence
Oct 31, 2023
Nizar Tarhuni: The State of Private Markets and Venture Capital Investing
Oct 24, 2023
Jeffrey Kleintop: What to Make of ‘the Cardboard Box Recession’
Oct 17, 2023
Dr. Anita Mukherjee: Exploring the Link Between Wealth, Longevity, and Quality of Life
Oct 10, 2023
David Giroux: ‘I Want to Look Forward, Not Backward’
Oct 03, 2023
Michael Santoli: Decoding ‘an Indecisive Market’
Sep 26, 2023
Martin Lau: Revisiting the Case for Investing in Chinese Stocks
Sep 19, 2023
Kelli Hueler: Confronting ‘the Next Big Risk’ for Retirement
Sep 12, 2023
Cindy Haddad: Financial Planning for People with Disabilities
Sep 05, 2023
Katie Nixon: Bringing a Blurry Market Into Focus
Aug 29, 2023
Rick Rieder: Explaining the ‘Polyurethane’ U.S. Economy
Aug 22, 2023
Bill Nygren: The State of Value Investing Today
Aug 15, 2023
Manisha Thakor: Finding Your Enough
Aug 08, 2023
Ilyce Glink: The State of Real Estate Today
Aug 01, 2023
Joel Dickson: How America Saves
Jul 25, 2023
Dave Sekera: Taking the Market’s Temperature
Jul 18, 2023
Bill Bernstein: Revisiting The Four Pillars of Investing
Jul 11, 2023
Andrew Lo: Finding the Perfect Portfolio--a ‘Never-Ending Journey’
Jul 04, 2023
Eric Weigel and Fritz Gilbert: Uncovering Blind Spots in Retirement Planning
Jun 27, 2023
Talmon Smith: Assessing the Greatest Wealth Transfer in History
Jun 20, 2023
Jeremy Schwartz: Why Stocks Are Good Inflation Hedges
Jun 13, 2023
Ramit Sethi: Investing Shouldn’t Be Your Identity
Jun 06, 2023
Joel Tillinghast: The Art of Investing
May 30, 2023
Mike Piper: Financial Considerations for People Who Have ‘Enough’
May 23, 2023
Aswath Damodaran: A Valuation Expert’s Take on Inflation, Stock Buybacks, ESG, and More
May 16, 2023
Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning
May 09, 2023
Liz Ann Sonders: Navigating a New ‘Temperamental Era’ in Markets
May 02, 2023
Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’
Apr 25, 2023
Jill Schlesinger: ‘The Great Money Reset’
Apr 18, 2023
Micah Hauptman: Advocating for Investors’ Best Interests
Apr 11, 2023
James Choi: How to Improve the Way We Present and Make Investment Choices
Apr 04, 2023
Mark Berg: Hourly Financial Planning Is 'A Vast Blue Ocean'
Mar 28, 2023
Brad Barrett: ‘Start With a Small Win’
Mar 21, 2023
Robert Powell: ‘How Do I Generate the Income?’
Mar 14, 2023
Lubos Pastor: ‘Judging Fund Managers by the Company They Keep’
Mar 07, 2023
Stacy Francis: On a Mission to Help Women Thrive
Feb 28, 2023
Derek Tharp: An Alternative Approach to Calculating In-Retirement Withdrawals
Feb 21, 2023
Cody Garrett: ‘Give Every Dollar a Job and a Use-By Date’
Feb 14, 2023
Kathy Jones on Inflation: ‘The Worst Is Behind Us’
Feb 07, 2023
Katie Gatti Tassin: ‘Openness Has Been a Bit of a Secret Sauce’
Jan 31, 2023
Ann Garcia: How to Pay for College
Jan 24, 2023
Jeff Levine: Smart Tax Moves for 2023 and Beyond
Jan 17, 2023
Mark Miller: Rebooting Retirement
Jan 10, 2023
Best of The Long View: Investing
Jan 03, 2023
Best of The Long View: Financial Planning and Retirement
Dec 27, 2022
Christine Benz and John Rekenthaler: Revisiting What Is a Safe Retirement Spending Rate After a Tough Year
Dec 20, 2022
Joe Wiggins: Applying Behavioral Science to Make Better Investment Decisions
Dec 13, 2022
Jamie Hopkins: A Framework for Financial Freedom
Dec 06, 2022
Wesley Gray: Perspectives on Market Efficiency, Investor Behavior, and ETFs
Nov 29, 2022
Dr. Preston Cherry: ‘Money and Life Intertwined’
Nov 22, 2022
Feraud Calixte: ‘Your Self-Worth Is Not Your Net Worth’
Nov 15, 2022
Roger Whitney: ‘Retirement Planning Is Not Financial Planning’
Nov 08, 2022
Morgan Housel: ‘Little Rules About Big Things’
Nov 01, 2022
Julien and Kiersten Saunders: ‘How Much Is Enough?’
Oct 25, 2022
Dana Anspach: How to Build an All-Weather Retirement Plan
Oct 18, 2022
Bob Pisani: Everyone Talks Their Book on Wall Street
Oct 11, 2022
Dave Nadig: Peering Into the Future of Indexing, Governance, and Financial Technology
Oct 04, 2022
David John: Improving the Retirement System
Sep 27, 2022
Tim Steffen: Tax-Saving Strategies for a Falling Market
Sep 20, 2022
Farnoosh Torabi: 'Money Is Meaningless Without Goals'
Sep 13, 2022
Sarah Ketterer: 'Forget Value, Think Valuation'
Sep 06, 2022
Cameron Huddleston: Talk to Your Parents About Their Finances
Aug 30, 2022
Michael Kitces: Does Portfolio Customization Pay Off?
Aug 23, 2022
Joe Saul-Sehy: What Is Your Growing Season?
Aug 16, 2022
Michael Santoli: Navigating Through a Foggy Market Outlook
Aug 09, 2022
Wade Pfau: The Risks of Retirement Today
Aug 02, 2022
Jordan Grumet: A Hospice Doctor Shares Lessons About Work, Money, and Life
Jul 26, 2022
Larry Siegel: ‘The Humblest Thing an Investor Can Do Is Buy Index Funds’
Jul 19, 2022
Justin Fitzpatrick: 'Retirees Have a Superpower'
Jul 12, 2022
Tim Ranzetta: 'Financial Education Positively Impacts Almost All Financial Behaviors'
Jul 05, 2022
Ilyce Glink: The State of the U.S. Residential Real Estate Market
Jun 28, 2022
David Lau: Taking High Commissions Out of Annuities
Jun 21, 2022
Christine Benz, David Blanchett, and Karsten Jeske: The State of Retirement Income
Jun 14, 2022
Tom Idzorek: Exploring the Role of Human and Financial Capital in Retirement Planning
Jun 07, 2022
Cliff Asness: Value Stocks Still Look Like a Bargain
May 31, 2022
Eric Balchunas: Assessing Jack Bogle's Monumental Legacy
May 24, 2022
Ric Edelman: On Crypto, Retirement Planning, the Advice Business, and More
May 17, 2022
Brian Feroldi: Why Does the Stock Market Go Up?
May 10, 2022
Jim Grant: 'Rising Interest Rates Are the Kryptonite of Financial Assets'
May 03, 2022
William Reichenstein: Avoiding Tax Headaches in Retirement
Apr 26, 2022
Mary Childs: The Rise and Fall of the Bond King
Apr 19, 2022
Nick Maggiulli: 'The Biggest Lie in Personal Finance'
Apr 12, 2022
JL Collins: The Case for Simplicity
Apr 05, 2022
Dan Otter and Scott Dauenhauer: Why Retirement Savings Options for Educators Are So Bad
Mar 29, 2022
Eric Schoenstein: The Case for Quality Stocks
Mar 22, 2022
Terry Odean: Who's on the Other Side of the Trade?
Mar 15, 2022
Andrew Miller: ‘No Index Is Truly Passive’
Mar 08, 2022
Clark Howard: Financial Well-Being Starts With Being a Smart Consumer
Mar 01, 2022
Lori Lucas: Despite Pandemic, Retirement Confidence Soars
Feb 22, 2022
Jill Schlesinger: 'What Are You Going to Do With Your Life?'
Feb 15, 2022
Jeremy Grantham: The U.S. Market Is in a Super Bubble
Feb 08, 2022
Andrew Lo: Finding the Perfect Portfolio--a 'Never-Ending Journey'
Feb 01, 2022
Michael Mauboussin: Finding Easy Games
Jan 25, 2022
Paula Pant: A Different Path to Financial Independence
Jan 18, 2022
Cullen Roche: Macro Is About Understanding the World for What It Is
Jan 11, 2022
Best of The Long View: Investing
Jan 04, 2022
Best of the Long View: Financial Planning and Retirement
Dec 28, 2021
Christine Benz and John Rekenthaler: How Much Can You Safely Spend in Retirement?
Dec 21, 2021
Bill Bengen: Revisiting Safe Withdrawal Rates
Dec 14, 2021
Dan Egan: Noisy Successes and Silent Failures
Dec 07, 2021
Ramit Sethi: How Can Couples Make Peace Over Money?
Nov 30, 2021
Phil Huber: Finding an Edge in Alternative Investments
Nov 23, 2021
Robin Wigglesworth: The Rise of Index Investing and the 'Renegades' Who Ushered It In
Nov 16, 2021
Charles Rotblut: 'It's the Dot-Com Bubble All Over Again'
Nov 09, 2021
Bob Seawright: 'There Is No Such Thing as a Passive Investor'
Nov 02, 2021
Fritz Gilbert: Early Retirement Made Simple
Oct 27, 2021
Zachary Karabell: Brown Brothers Harriman Is the Story of American Capitalism
Oct 19, 2021
Dhananjay Phadnis: 'ESG Investing Is Still at a Very Early Stage in Asia'
Oct 12, 2021
Tadas Viskanta: Luck Plays a Big Role in Investing
Oct 05, 2021
Lynnette Khalfani-Cox: 'There's a Huge Wealth Gap in America'
Sep 28, 2021
Hal Hershfield: People Treat Their Future Self as if It’s Another Person
Sep 21, 2021
Laura Carstensen: 'I'm Suggesting We Change the Way We Work'
Sep 14, 2021
Meb Faber: 'To Be a Good Investor, You Have to Be a Good Loser'
Sep 07, 2021
Daniel Crosby: 'If You're Excited About It, It's Probably a Bad Idea'
Aug 31, 2021
Michael Falk: 'Retirement Planning Can Be Done More Simply'
Aug 24, 2021
Rick Bookstaber: Avoiding Complexity Is 'Risk 101'
Aug 17, 2021
Sarah Newcomb: 'I Love Rules of Thumb'
Aug 10, 2021
Martin Lau: Now Is a Better Time to Buy China
Aug 03, 2021
Carl Richards: It Should Be OK to Relax Out Loud
Jul 27, 2021
Manisha Thakor: Beware of 'Junk Personal Finance'
Jul 20, 2021
David Herro: 'We Are Not at All Afraid to Vary From an Index'
Jul 13, 2021
Leif Dahleen: Finding Financial Independence
Jul 06, 2021
Jason Zweig: Temperament Is Everything for Most Investors
Jun 29, 2021
Jack Brennan: Price Pressure in the Advice Business Is 'Inevitable'
Jun 23, 2021
Sonal Desai: Navigating Historically Low Yields and Stretched Valuations
Jun 16, 2021
Eduardo Repetto: ETFs Are Winning the Battle
Jun 09, 2021
Market X-Ray: Wheels Up on Travel Stocks
Jun 07, 2021
Alan Moore: What Millennial Investors Want
Jun 02, 2021
Andrew Biggs: Create a Thrift Savings Plan for the Masses
May 26, 2021
Teresa Ghilarducci: To Fix Retirement, Expand Social Security
May 19, 2021
Patrick O'Shaughnessy: 'Custom Indexing Unlocks a Lot of Benefits'
May 12, 2021
Kerry Pechter: How Annuities Fit Into the Retirement Income Puzzle
May 05, 2021
Mike Piper: Delaying Social Security Not Always a Good Deal
Apr 28, 2021
Jason Hsu: China Is 'the Last Great Remaining Alpha Reservoir'
Apr 21, 2021
Joe Davis: 'We Will See China-Like Growth for a Time in the United States'
Apr 14, 2021
John Rogers, Jr.: 'Be Willing to Talk About These Uncomfortable Issues'
Apr 07, 2021
Paul Merriman: ‘This Is Not Just a Problem with Retail Amateur Investors’
Mar 31, 2021
Ted Seides: 'How Do You Learn to Listen?'
Mar 24, 2021
Bill Schultheis: Long-Term Investors Are 'Silent Majority'
Mar 17, 2021
Bill Bernstein: We're Starting to See all of the Signs of a Bubble
Mar 10, 2021
Meg Bartelt: 'More Money Does Not Make You Happier'
Mar 03, 2021
Hamish Douglass: On the Hunt for Super-Compounding Stocks
Feb 24, 2021
Russel Kinnel: 'Fear and Greed Are the Enemy of Good Investing'
Feb 17, 2021
NYT's Ron Lieber on What and How to Pay for College
Feb 10, 2021
David Giroux: 'What Are the Market Inefficiencies We Can Exploit?'
Feb 03, 2021
Gerard O’Reilly: Control for the Unexpected, Focus on the Expected
Jan 27, 2021
George Kinder: A Financial Plan Needs To Be a Life Plan
Jan 20, 2021
Steve Chen: 'How Do You Deliver Lifetime Income?'
Jan 13, 2021
Liz Ann Sonders: 'We Could See Some Inflation Scares'
Jan 06, 2021
Best of the Long View 2020: The Pandemic and Investing
Dec 30, 2020
Best of the Long View 2020: Financial Planning and Retirement
Dec 23, 2020
Jean Chatzky: 'Financial Stress Is a Big Topic in Need of More Oxygen'
Dec 16, 2020
Simon Hallett: What Football Can Teach Investors About Franchise Value and People Management
Dec 09, 2020
Michael Jantzi: Making 'Informed Choices' in Sustainable Investing
Dec 02, 2020
Adley Bowden: Key Trends and Developments in Private Markets
Nov 25, 2020
Larry Swedroe: 'The Pool of Victims' Is Expanding
Nov 18, 2020
Ramit Sethi: 'What Is Your Rich Life?'
Nov 11, 2020
Tim Maurer: Personal Finance Is More Personal Than It Is Finance
Nov 04, 2020
Peter Hayes: Surveying the Municipal Bond Landscape
Oct 28, 2020
Kerry Hannon: Remote Work Trend Benefits Older Workers
Oct 21, 2020
Karsten Jeske: Cracking the Code on Retirement Spending Rates
Oct 14, 2020
Lazetta Rainey Braxton: Financial Planning for 'The Rest of Us'
Oct 07, 2020
Brian Portnoy: Balancing Returns with Simplicity, Financial Independence, and Peace of Mind
Sep 30, 2020
Michael Reckmeyer and Matthew Hand: How to Protect Downside Amid Lofty Valuations and Paltry Yields
Sep 23, 2020
Karen Andersen: The Race for a COVID-19 Vaccine
Sep 16, 2020
Steve Vernon: 'Older Workers Become Targets' in Tough Economic Environments
Sep 09, 2020
Jim Dahle: 'Income Is Not Wealth'
Sep 02, 2020
Steve Romick: 'We Think Defensively'
Aug 26, 2020
Ed Slott: Act Now on Historically Low Tax Rates
Aug 19, 2020
Pramod Atluri: 'When This Storm Hit, It Hit Fast, and It Hit Hard'
Aug 11, 2020
Burton Malkiel: 'I Am Not a Big Fan of ESG Investing'
Aug 05, 2020
Ben Inker: 'The Portfolio We're Running Today Is Abnormal Even for Us'
Jul 29, 2020
Jerome Clark: 'We Tend to Become Myopic in a Bear Market'
Jul 22, 2020
Jamie Hopkins: How Low Bond Yields, Recession Impact Retirement Planning
Jul 15, 2020
Mary Beth Franklin: To Fix Social Security, 'Everybody Is Going to Have to Be Unhappy'
Jul 08, 2020
Michelle Singletary: 'You Need Diversity'
Jul 01, 2020
Mary Ellen Stanek: Hitting for Singles and Doubles in the Bond Market
Jun 24, 2020
Jonathan Guyton: What the Crisis Means for Retirement Planning
Jun 17, 2020
Jon Stein: 'Free Trading Is Actually Going to Cost You'
Jun 10, 2020
Tanja Hester: The Pandemic Will Stoke Interest in Early Retirement
Jun 03, 2020
Charley Ellis: Why Active Investing Is Still a Loser's Game
May 27, 2020
Rick Rieder: Nobody Has Ever Seen Anything Like This
May 20, 2020
Carl Richards: 'Let's Focus on Being a Little Less Wrong Tomorrow'
May 13, 2020
Moshe Milevsky: How to Lower Retirement Risk at a Turbulent Time
May 06, 2020
Wade Pfau: The 4% Rule Is No Longer Safe
Apr 29, 2020
Brigitte Madrian: 'Inertia Can Actually Be a Helpful Thing'
Apr 22, 2020
Chris Davis: Banking on Boring, Reliable Franchises
Apr 15, 2020
Dan Fuss: It's Too Early to Relax
Apr 08, 2020
Fran Kinniry: Applying the Vanguard Approach to Private Equity
Apr 01, 2020
A Conversation With the Sequoia Fund’s Managers
Mar 25, 2020
Mohamed El-Erian: 'We Did Not Prepare for Something As Severe As What We’re Facing’
Mar 23, 2020
Chuck Bath: The Evolution of a Value Investor
Mar 18, 2020
Lawrence Hamtil: The Virtues of Sin (Stocks)
Mar 11, 2020
Nicole Boyson: How to Spot Financial Advisor Conflicts of Interest
Mar 04, 2020
Sallie Krawcheck: 'Companies Should Do Better'
Feb 26, 2020
Annamaria Lusardi: 'Financial Education Works'
Feb 19, 2020
Jeff Levine: Cracking the New Retirement Code
Feb 12, 2020
Ben Carlson: How Not to Get Scammed
Feb 05, 2020
Will Danoff: Succeeding at Scale
Jan 29, 2020
Jon Hale: ESG Is a Paradigm Shift
Jan 22, 2020
Chris Mamula: What Young Retirees Need to Know
Jan 15, 2020
John Rekenthaler: Fund Manager Financial Incentives Are Irrelevant
Jan 08, 2020
The Best of The Long View Podcast: Conversations with Financial Advisors and Retirement Researchers
Dec 30, 2019
The Best of The Long View Podcast: Conversations with Portfolio Managers
Dec 23, 2019
Moira Somers: How to Give Financial Advice That People Will Actually Take
Dec 18, 2019
John Lynch: Rethinking Financial Education
Dec 11, 2019
Gus Sauter: Efficient Markets Are a Good Thing
Dec 04, 2019
Jeffrey Brown: Saving for Retirement 'Only Half the Puzzle'
Nov 27, 2019
Charles de Vaulx: Why Value Investing Has Slumped but Will Rebound
Nov 20, 2019
Barbara Roper: 'Protections Have Been Under Attack'
Nov 13, 2019
Dennis Lynch: 'Have a Growth Mindset and Be Willing to Learn New Things'
Nov 06, 2019
Meir Statman: 'We Are All Normal'
Oct 30, 2019
Dana Emery: You're Not Getting a Valuation Discount for Free
Oct 23, 2019
Ben Johnson: Index Funds Are Not 'Zombie Investors'
Oct 16, 2019
Alicia Munnell: Married Couples Are in the Retirement Danger Zone
Oct 09, 2019
Michael Finke: Here’s What Makes Retirees Happy
Oct 02, 2019
Judith Ward: Planning Well at Every Life Stage
Sep 25, 2019
David Blanchett: If You're Retiring Now, You're in a Pretty Rough Spot
Sep 18, 2019
Dan Ivascyn: Building a Portfolio to Bend but Not Break
Sep 11, 2019
Allan Roth: 'I Embrace Dumb Beta'
Sep 04, 2019
Rupal Bhansali: FAANG Stocks Are 'Extremely Risky'
Aug 28, 2019
Rob Arnott: Don't Sleep on Value Investing (Especially Emerging-Markets Value)
Aug 21, 2019
Mark Miller: Less Investment Choice = Better Retirement Outcomes
Aug 14, 2019
Bill Nygren: 'A Stock That Doesn't Look Cheap on the Surface Might Be One of the Cheapest'
Aug 07, 2019
Jonathan Clements: 'It's in Wall Street's Interest to Make Everyday Investors Think That They Are Stupid'
Jul 31, 2019
Maria Bruno and Joel Dickson: 'Building a Better Retirement'
Jul 24, 2019
Sheryl Garrett: 'The Industry Thought I Was Nuts'
Jul 17, 2019
James Montier: 'How Do I Get Paid for Owning This Asset?'
Jul 10, 2019
Rick Ferri: 'There Are No Average Investors'
Jul 03, 2019
Josh Brown: 'Standardize the Process, Personalize the Advice'
Jun 26, 2019
Harold Evensky: 'It's an Unmitigated Disaster'
Jun 19, 2019
Aron Szapiro: 'You Can't Fix What You Can't Measure'
Jun 12, 2019
Michael Kitces: The Model Has to Change Again
Jun 05, 2019
Carolyn McClanahan: There's More to Money Than Just the Numbers
May 29, 2019
Tim Buckley: There’s No One Even Close to Us
May 24, 2019
Morgan Housel: No One Hires a Luck Manager
May 22, 2019
Don Phillips: We’re All in the Behavior Modification Business
May 15, 2019
William Bernstein: If You've Won the Game, Stop Playing
May 01, 2019