The Long View

Bill Yount: How Late Starters Can Find Financial Independence

24 Mar 2026

Contributed by Lukas

Our guest on the podcast today is Bill Yount. Bill is a practicing emergency physician. He’s also co-host of a podcast called Catching Up to Fi, whe...

Emily Guy Birken: What to Do in the Five Years Before You Retire

17 Mar 2026

Contributed by Lukas

Our guest on the podcast today is Emily Guy Birken. Emily’s the author of The Five Years Before You Retire. She also co-authored Stacked: Your Super...

Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan

10 Mar 2026

Contributed by Lukas

Our guests on the podcast today are Jamie Hopkins and Bonnie Treichel, who are co-authors of a new book, Your Retirement Sketchbook. Jamie is the CEO ...

David Bach: ‘Start Enjoying Your Life Sooner’

03 Mar 2026

Contributed by Lukas

Our guest on the podcast today is David Bach. David is the author of 12 national bestselling books, including The Latte Factor; Smart Women Finish Ric...

Hilary Wiek: Perspective on Private Markets

24 Feb 2026

Contributed by Lukas

Today’s guest on The Long View is Hilary Wiek. Hilary is a principal analyst at PitchBook, where she leads PitchBook’s coverage of fund strategies...

Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner

17 Feb 2026

Contributed by Lukas

Our guest on the podcast today is Jim O’Shaughnessy. Jim founded O’Shaughnessy Asset Management, a quantitative investment management firm in 1993...

Sara Devereux: Bonds Are Still Ballast

10 Feb 2026

Contributed by Lukas

Today’s guest on The Long View is Sara Devereaux. Sara is the Chief Investment Officer of Vanguard Capital Management and Global Head of Fixed Incom...

Sally Balch Hurme: Getting Your Affairs in Order as You Get Older

03 Feb 2026

Contributed by Lukas

Our guest on the podcast today is Sally Balch Hurme. Sally is the author of Checklist for My Family: A Guide to My History, Financial Plans and Final ...

Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice

27 Jan 2026

Contributed by Lukas

Our guest on the podcast today is Leyla Kunimoto. Leyla is the founder and editor of Accredited Investor Insights, a newsletter that helps investors n...

Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’

20 Jan 2026

Contributed by Lukas

Our guests on the podcast today are Cody Garrett and Sean Mullaney. They’re both advice-only financial planners, and they’re the co-authors of a n...

Andy Reed: Inertia Is the Most Powerful Force in Behavioral Finance

13 Jan 2026

Contributed by Lukas

BackgroundBioArticles and Papers Discussed“The Theory Behind the Age-Related Positivity Effect,” Andrew Reed and Laura Carstensen, NIH.gov, Sept. ...

Cullen Roche: What Is Your Perfect Portfolio?

06 Jan 2026

Contributed by Lukas

Today on the podcast we welcome back Cullen Roche. He has a new book out called Your Perfect Portfolio: The Ultimate Guide to Using the World’s Most...

Best of The Long View 2025: Financial Planning and Retirement

30 Dec 2025

Contributed by Lukas

Hi and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On this week’s episode,...

Best of The Long View 2025: Investing

23 Dec 2025

Contributed by Lukas

Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. In this episode, we’ll share some of our favorite clips f...

Lyle Fitterer: The State of the Municipal Bond Market Today

16 Dec 2025

Contributed by Lukas

Our guest on the podcast today is Lyle Fitterer, a senior portfolio manager and co-lead on the municipal bond sector for Baird Advisors. He has 36 yea...

Joy Loverde: Planning Ahead for Care Needs as You Get Older

09 Dec 2025

Contributed by Lukas

Our guest on the podcast today is Joy Loverde. Joy is the author of Who Will Take Care Of Me When I’m Old? and The Complete Eldercare Planner. She a...

Mark Higgins: Financial History Is More Relevant Than People Think

02 Dec 2025

Contributed by Lukas

Our guest on the podcast today is Mark Higgins. Mark serves as senior vice president for IFA Institutional, where he specializes in providing advisory...

The Morning Filter: Why 2026 Could Be a Breakout Year for Dividend Stocks

01 Dec 2025

Contributed by Lukas

Today on The Long View, we’re featuring an episode from another Morningstar podcast, The Morning Filter, which you can subscribe to on Apple podcast...

Eric Jacobson: The Entire Face of the Bond Market Has Changed

25 Nov 2025

Contributed by Lukas

Our guest this week is our colleague, Eric Jacobson. Eric is a senior principal for fixed-income strategies on Morningstar’s Manager Research team. ...

Dan Haylett: ‘The Retirement You Didn’t See Coming’

18 Nov 2025

Contributed by Lukas

 Our guest on the podcast today is Dan Haylett, who’s the author of a new book called The Retirement You Didn’t See Coming. Dan is a financial pl...

Callie Cox: A Student Teacher of Financial Markets

11 Nov 2025

Contributed by Lukas

Today’s guest on The Long View is Callie Cox. Callie is the chief market strategist at Ritholtz Wealth Management, where she helps the firm’s clie...

Beth Pinsker: Lessons From ‘My Mother’s Money’

04 Nov 2025

Contributed by Lukas

Our guest on the podcast today is Beth Pinsker. She’s a certified financial planner and the author of a new book called My Mother’s Money: A Guide...

Doug and Heather Boneparth: How Couples Can Find Financial Harmony

28 Oct 2025

Contributed by Lukas

Today on the podcast, we’re going to be chatting with Heather and Doug Boneparth. They’re co-authors of a new book called Money Together: How to F...

Carl Richards: The Case for ‘Deeply Human’ Financial Advice

21 Oct 2025

Contributed by Lukas

Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast we ...

Mike Pyle: Looking for Uncorrelated Sources of Return

14 Oct 2025

Contributed by Lukas

Our guest this week is Mike Pyle of BlackRock. Mike is managing director and deputy head of the Portfolio Management Group, which encompasses BlackRoc...

Barry Ritholtz: ‘How Not to Invest’

07 Oct 2025

Contributed by Lukas

Today on the podcast, we’re welcoming Barry Ritholtz. He’s co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, a fir...

Kerry Hannon: What Gen Xers Need to Know About Their Retirement Plans

30 Sep 2025

Contributed by Lukas

Our guest on the podcast today is Kerry Hannon. Kerry is a senior columnist and on-air expert for Yahoo Finance and writes about retirement, jobs, car...

Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like’

23 Sep 2025

Contributed by Lukas

Today on the podcast, we welcome back two previous guests. Dana Anspach is the founder and CEO of the financial planning firm, Sensible Money, based i...

Larry Jacobson: ‘The Good Things in Our Life Are What Get in the Way of Great Things’

16 Sep 2025

Contributed by Lukas

Our guest on the podcast today is author and retirement coach, Larry Jacobson. Larry is the author of a book called Your Ideal Retirement Workbook, A ...

Scott Bondurant: Why Mean Reversion Means Your Portfolio Should Have More Stocks

09 Sep 2025

Contributed by Lukas

Our guest on the podcast today is Scott Bondurant. Scott is the founder and chief investment officer of Bondurant Investment Advisory, a registered in...

Joe Davis: How to Capitalize on ‘Megatrends’

02 Sep 2025

Contributed by Lukas

Listen Now: Listen and subscribe to Morningstar’s The Long View from your mobile device: Apple Podcasts | SpotifyOur guest on the podcast today is J...

Neil Shearing: The World Isn’t Deglobalizing; It’s Fracturing

26 Aug 2025

Contributed by Lukas

Our guest this week is Neil Shearing. Neil is Group Chief Economist at Capital Economics and the author of a new book, The Fractured Age: How the Retu...

Lawrence Lam: ‘The Types of Companies That Attract Me Are Founder-Led and Profitable’

19 Aug 2025

Contributed by Lukas

Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Lawrence Lam. Lawrence is managing d...

The Biggest Risk Investors Face Today

18 Aug 2025

Contributed by Lukas

Today on The Long View, we’re featuring an episode from another Morningstar podcast, The Morning Filter, which you can subscribe to on Apple podcast...

Nick Murray: ‘The Investor Is Hardwired to Be His Own Worst Enemy’

12 Aug 2025

Contributed by Lukas

Our guest on the podcast today is Nick Murray. Nick has written several influential books about investing and financial advice, including The Game of ...

Charley Ellis: Indexing Is a Marvelous Gift

05 Aug 2025

Contributed by Lukas

BackgroundBio“Charley Ellis: Why Active Investing Is Still a Loser’s Game,” The Long View podcast, Morningstar.com, May 27, 2020.Rethinking Inve...

Cliff Asness: ‘The Problem Was Never Beta. The Problem Was Paying Alpha Fees for Beta’

29 Jul 2025

Contributed by Lukas

Today on the podcast we welcome back Cliff Asness. Cliff is the founder, managing principal, and chief investment officer at AQR Capital Management. C...

Nick Maggiulli: Climbing the Wealth Ladder

22 Jul 2025

Contributed by Lukas

Today on the podcast we welcome back Nick Maggiulli. He’s the author of a new book called The Wealth Ladder: Proven Strategies for Every Step of You...

Brian Selmo: ‘Winning by Not Losing’

15 Jul 2025

Contributed by Lukas

Our guest this week is Brian Selmo. Brian is a portfolio manager and research director at First Pacific Advisors. Since 2013, he has comanaged the FPA...

Salim Ramji: The Industry Uses Complexity As a Mask to Charge More

08 Jul 2025

Contributed by Lukas

We’re taping this podcast at the Morningstar Investment Conference, where we’re delighted to be joined by Vanguard CEO Salim Ramji, who joined Van...

JL Collins: The (Still) Simple Path to Wealth

01 Jul 2025

Contributed by Lukas

For this holiday week, we’re resurfacing one of our favorite episodes from 2025 so far. Author JL Collins talking about the new edition of his bests...

Eric Simonson: The Case for Flat-Fee Financial Advice

24 Jun 2025

Contributed by Lukas

Our guest on the podcast today is Eric Simonson. Eric is CEO of Abundo Wealth, an advice-only financial planning firm he founded in 2019. In addition,...

Rosanne Corcoran: Caring and Support for Family Caregivers

17 Jun 2025

Contributed by Lukas

Our guest on the podcast today is Rosanne Corcoran. Rosanne is the Director of Content Strategy for Daughterhood.org, which is focused on creating com...

The Morning Filter: 5 Rallying Stocks to Buy in June While They’re Still Undervalued

16 Jun 2025

Contributed by Lukas

Today on The Long View, we’re featuring an episode from another Morningstar podcast, The Morning Filter, which you can subscribe to on Apple podcast...

Paul Ashworth: ‘Forecasting Is Difficult at the Best of Times, and This Is not the Best of Times’

10 Jun 2025

Contributed by Lukas

Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Dr. Paul Ashworth. Paul serves as Ch...

Ben Felix: Rational Reminders for Good Financial Decisions

03 Jun 2025

Contributed by Lukas

Our guest on the podcast today is Ben Felix. Ben is chief investment officer for PWL Capital, a Canadian wealth management firm. He also co-hosts the ...

Jason Zweig: Revisiting ‘The Intelligent Investor’

27 May 2025

Contributed by Lukas

On this week’s episode, we’re pleased to welcome back returning guest, Jason Zweig. Jason writes the “Intelligent Investor” column in The Wall...

Arunma Oteh: ‘A Lot of Innovations That Are Very Important to Society Have Come Out of Development Banks’

13 May 2025

Contributed by Lukas

Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Arunma Oteh, currently of the Univer...

Daniel Rasmussen: ‘Be Very Wary of Illiquid Asset Classes’

06 May 2025

Contributed by Lukas

Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Daniel Rasmussen. He’s the founder...

David Booth: ‘Usually the Great Ideas Start Out as Small Ideas and Then You Build on Them’

29 Apr 2025

Contributed by Lukas

Our guest on the podcast today is David Booth. He’s the Chairman of Dimensional Fund Advisors, a firm he founded in 1981. David led Dimensional as C...

Cullen Roche: What Tariffs Mean for Your Portfolio

22 Apr 2025

Contributed by Lukas

Today on the podcast we welcome back Cullen Roche. Cullen is the founder and chief investment officer of the Discipline Funds, which manages the Disci...

Vincent Montemaggiore: ‘The Two Best Defenses Against Tariffs Are a High-Gross Profit Margin and Pricing Power’

15 Apr 2025

Contributed by Lukas

Our guest this week is Vincent Montemaggiore. Vince is a portfolio manager at Fidelity where he manages the Overseas Fund. The strategy is highly rega...

Jean Chatzky: What Women Need to Do Differently With Their Money

08 Apr 2025

Contributed by Lukas

Today on the podcast, we welcome back Jean Chatzky. Jean is the CEO of HerMoney.com and host of the podcast, HerMoney with Jean Chatzky. She has serve...

Dr. Jay Zigmont: Handling Your Finances When You Don’t Have Kids

01 Apr 2025

Contributed by Lukas

Our guest on the podcast today is Dr. Jay Zigmont. He’s the author of a new book called The Childfree Guide to Life and Money, and he’s also the f...

Sudarshan Murthy: ‘These Countries Are in Much Better Shape Than They Were 10 Years Back’

25 Mar 2025

Contributed by Lukas

Our guest this week is Sudarshan Murthy from GQG Partners. Sudarshan is a co-portfolio manager on all GQG investment strategies, which include global ...

Barry Ritholtz: ‘How Not to Invest’

18 Mar 2025

Contributed by Lukas

Today on the podcast, we’re welcoming Barry Ritholtz. He’s co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, a fir...

Mellody Hobson: ‘The Fire Was Lit by Scarcity’

11 Mar 2025

Contributed by Lukas

Our guest on the podcast today is Mellody Hobson. She’s the author of a new book for children called Priceless Facts About Money. In addition, she’...

Ramit Sethi: ‘We Have to Make Money Fun and Connective’

04 Mar 2025

Contributed by Lukas

Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast, we...

Louis-Vincent Gave: ‘The Future Is Being Built Over There’

25 Feb 2025

Contributed by Lukas

Our guest this week is Louis-Vincent Gave. Louis is founding partner and CEO of Gavekal Group, a research and financial services firm based in Hong Ko...

Preston Cherry: ‘Money Can Indeed Buy Happiness’

18 Feb 2025

Contributed by Lukas

Our guest on the podcast today is Dr. Preston Cherry. Dr. Cherry is the author of a new book called Wealth in the Key of Life: Finding Your Financial ...

Pam Krueger: How to Find a Financial Advisor

11 Feb 2025

Contributed by Lukas

Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Our guest on the podcast...

Sahil Bloom: ‘Curiosity Is the Fountain of Youth’

04 Feb 2025

Contributed by Lukas

Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Our guest on the podcast...

John Rekenthaler: ‘The House Is With You When You’re Investing’

28 Jan 2025

Contributed by Lukas

Our guest this week is our colleague, John Rekenthaler. John is retiring from Morningstar after 36 years. He was one of Morningstar’s early hires. J...

Introducing The Morning Filter

24 Jan 2025

Contributed by Lukas

Subscribe to The Morning Filter on Apple Podcasts, or wherever you stream podcasts. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz comp...

Hendrik du Toit: 'Small Things Can Make a Big Difference'

21 Jan 2025

Contributed by Lukas

Our guest this week is Hendrik du Toit, CEO and co-founder of Ninety One Asset Management, which is dually listed in London and Johannesburg, South Af...

Dave Sekera: A Market Outlook for 2025 and Beyond

14 Jan 2025

Contributed by Lukas

On the podcast this week, we welcome back Dave Sekera. Dave is the chief US market strategist for Morningstar Research Services. In his role, Dave pub...

Jordan Grumet: The Purpose Code

07 Jan 2025

Contributed by Lukas

Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On the podcast today, we...

Best of The Long View 2024: Financial Planning and Retirement

31 Dec 2024

Contributed by Lukas

Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On this week’s episode...

Best of The Long View: Investing

24 Dec 2024

Contributed by Lukas

Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. In this episode, we’ll share some of our favorite clips f...

Daniel Crosby: Can Money Really Buy Happiness?

17 Dec 2024

Contributed by Lukas

Today on the podcast, we welcome back Dr. Daniel Crosby. Daniel is the author of a new book called The Soul of Wealth: 50 Reflections on Money and Mea...

Brad Klontz: What's Your Money Script?

10 Dec 2024

Contributed by Lukas

Our guest on the podcast today is author and financial psychologist, Dr. Brad Klontz. He’s an Associate Professor of Practice at Creighton Universit...

Tom Idzorek and Paul Kaplan: How to Make Lifetime Financial Advice Work for Clients

03 Dec 2024

Contributed by Lukas

Our guests this week are Tom Idzorek and Paul Kaplan. This is Tom’s second appearance as a guest and Paul’s first. Tom is chief investment officer...

Ed Slott: Tax Planning for 2025 and Beyond

26 Nov 2024

Contributed by Lukas

Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast, we...

Mark Berg: How to Help Kids Financially Without Ruining Them

19 Nov 2024

Contributed by Lukas

Today on the podcast, we welcome back Mark Berg. Mark is the founder of and lead advisor at Timothy Financial Counsel, which is an hourly financial pl...

Jim Murphy and Charlie Hill: ‘The Value Proposition for Municipal Bonds Has Rarely Been Stronger’

12 Nov 2024

Contributed by Lukas

Our guests this week are Jim Murphy and Charlie Hill of T. Rowe Price’s Municipal Bond Investment Team. Jim leads the team and is portfolio manager ...

Charlie Dreifus: ‘You Have to Dig Deeper to Find Inefficiencies. But They’re There’

05 Nov 2024

Contributed by Lukas

Our guest this week is Charlie Dreifus. Charlie is portfolio manager of the Royce Special Equity Funds, highly regarded by Morningstar’s Manager Res...

Anne Tergesen: What Retirement Looks Like Today

29 Oct 2024

Contributed by Lukas

Our guest on the podcast today is Anne Tergesen. Anne is a reporter covering retirement for The Wall Street Journal. Her stories often explore how ret...

Phil Moeller: A Road Map for Navigating Medicare

22 Oct 2024

Contributed by Lukas

Our guest on the podcast today is Phil Moeller. He’s the primary author of the Get What’s Yours series of consumer guidebooks, including a newly r...

Jonathan Clements: 'Life Is Full of Small Pleasures'

15 Oct 2024

Contributed by Lukas

Today on the podcast, we welcome back Jonathan Clements. Jonathan was one of our first guests when we launched this podcast, and today marks his third...

Jeremy Grantham: The Bigger the New Idea, the More the Market Becomes Overpriced

08 Oct 2024

Contributed by Lukas

Today on the podcast, we’re delighted to welcome back Jeremy Grantham. Jeremy is the long-term investment strategist at his namesake firm, Grantham,...

Jack Nelson: ‘Investing in Emerging Markets Should Primarily Be About Analyzing Individual Businesses’

01 Oct 2024

Contributed by Lukas

Our guest this week is Jack Nelson. Jack is lead manager of the Stewart Investors’ Global Emerging Markets Leaders Sustainability strategy, which is...

Ankur Crawford: ‘When Software Begins to Write Software, Innovation Is Exponential’

24 Sep 2024

Contributed by Lukas

Our guest this week is Ankur Crawford. Ankur is a executive vice president and portfolio manager at Fred Alger Management, based in New York City. Ank...

Christine Benz: How to Retire

17 Sep 2024

Contributed by Lukas

We’re doing something a little different this week. Amy Arnott and Dan Lefkovitz are flipping the microphone around and interviewing the anchor host...

Hendrik Bessembinder: ‘Do Stocks Outperform Treasury Bills?’

10 Sep 2024

Contributed by Lukas

Our guest this week is Dr. Hendrik Bessembinder. Hank is the professor in Francis J. and Mary B. Labriola Chair in Competitive Business at Arizona Sta...

Kathy Stokes: Why Investment Fraud Is Growing by Leaps and Bounds

03 Sep 2024

Contributed by Lukas

Our guest on the podcast today is Kathy Stokes. Kathy is director of Fraud Prevention Programs with AARP, where she leads AARP’s efforts to educate ...

Omar Aguilar and Sébastien Page: Market Outlook for 2024 and Beyond

27 Aug 2024

Contributed by Lukas

On today’s podcast, we’ll chat with two global asset-allocation specialists, Omar Aguilar from Charles Schwab and Sébastien Page from T. Rowe Pri...

Jackie Cummings Koski: Late Starters Can Still Find FIRE

20 Aug 2024

Contributed by Lukas

Our guest on the podcast today is Jackie Cummings Koski. She is a certified financial planner, and she is the author of a new book, F.I.R.E. For Dummi...

Daniel Peris: The Case for Dividend Investing

13 Aug 2024

Contributed by Lukas

On today’s podcast, we’ll chat with Daniel Peris about his new book, The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market. Dan...

Matt Hougan: ‘Crypto Is Not Going Away’

06 Aug 2024

Contributed by Lukas

Our guest on the podcast today is Matt Hougan, one of the world’s leading experts on crypto, exchange-traded funds, and financial technology. He’s...

Carl Tannenbaum: Settling Into 'Soft-Landing Territory'

30 Jul 2024

Contributed by Lukas

Today we’ll chat with Carl Tannenbaum, chief economist for Northern Trust. In his role, Carl prepares the bank’s official economic outlook and par...

Brian Feroldi: 'The Biggest Edge That Individual Investors Have'

23 Jul 2024

Contributed by Lukas

Today on the podcast, we welcome back author and financial educator, Brian Feroldi. His bestselling book is Why Does the Stock Market Go Up? He is als...

Charles Duhigg: Communicating to Connect

16 Jul 2024

Contributed by Lukas

Our guest on the podcast today is Charles Duhigg, a Pulitzer Prize-winning investigative journalist and author of The Power of Habit, Why We Do What W...

David Herro and Rajiv Jain: Should US Investors Renew Their Passports?

09 Jul 2024

Contributed by Lukas

And we are thrilled to have with us today two fabulous investors in global equities. David Herro is here from Harris Associates. He is a longtime port...

Scott Burns: The Case for a Simple Retirement Plan

02 Jul 2024

Contributed by Lukas

We’re hitting pause on new episodes during this holiday week. But we wanted to resurface one of our favorite conversations of the past year—the on...

Don Graves and Wade Pfau: How Home Equity Affects Retirement Planning

25 Jun 2024

Contributed by Lukas

Today we have two guests on the podcast, Don Graves and Wade Pfau. Don Graves is the president and founder of the Housing Wealth Institute and an inst...

Scott Rick: Are You a Tightwad or a Spendthrift?

18 Jun 2024

Contributed by Lukas

Our guest on the podcast today is Scott Rick. Scott is an associate professor of marketing at the University of Michigan’s Ross School of Business. ...

Andrew Blake: Broker/Dealer Consolidation and Fee Compression Have Been Much Bigger Headwinds for Advisors Than Market Volatility

11 Jun 2024

Contributed by Lukas

Our guest on the podcast today is Andrew Blake. Andrew is associate director of wealth management for Cerulli Associates. He is a member of Cerulli’...

Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’

04 Jun 2024

Contributed by Lukas

Our guest this week is Keith Lee. Keith has been lead portfolio manager on the Brown Capital Management Small Company Strategy since 1992. He and the ...

Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’

28 May 2024

Contributed by Lukas

Our guest on the podcast today is Jamila Souffrant. She is the author of a new book called Your Journey to Financial Freedom: A Step-by-Step Guide to ...

Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’

21 May 2024

Contributed by Lukas

This is Dan’s second appearance on The Long View, his first taking place back in May 2019, when Christine Benz and I interviewed him for the podcast...