The Long View
Episodes
Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’
14 May 2024
Contributed by Lukas
We have two guests this week on The Long View, our colleagues, Damien Conover and Rebecca Springer, who both focus on healthcare investing—Damien on...
Greg McBride: ‘Successful Saving Is All About the Habit’
07 May 2024
Contributed by Lukas
Our guest on the podcast today is Greg McBride. Greg is chief financial analyst for Bankrate.com, where he has worked for more than 25 years. He recei...
Carl Vine: The Japan Earnings Story Has Legs
30 Apr 2024
Contributed by Lukas
Our guest this week is Carl Vine. Carl is co-head of Asian Investment for M&G, a UK-based asset manager. Carl joined M&G in 2019 and was appointed to ...
Meir Statman: ‘The Biggest Risks in Life Are not in the Stock Market’
23 Apr 2024
Contributed by Lukas
Today on the podcast, we welcome back Meir Statman. Meir is the Glenn Klimek Professor of Finance at Santa Clara University. Meir’s latest book is A...
Neil Shearing: What the Consensus Is Missing About the Current Economy
16 Apr 2024
Contributed by Lukas
Our guest this week is Neil Shearing. Neil is group chief economist at Capital Economics, a London-based research firm. He is also an associate fellow...
Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’
09 Apr 2024
Contributed by Lukas
Our guest on the podcast today is author and columnist, Matt Krantz. He is the personal finance and management editor at Investor’s Business Daily. ...
Victor Haghani: Lessons From the Missing Billionaires
02 Apr 2024
Contributed by Lukas
Our guest on the podcast today is Victor Haghani. He is the co-author of a new book called The Missing Billionaires: A Guide to Better Financial Decis...
Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’
26 Mar 2024
Contributed by Lukas
Our guest on the podcast today is Peter Mallouk. Peter is the President and CEO of Creative Planning, an independent registered investment advisor wit...
Bryan Armour: Is Index Investing’s Superpower Unstoppable?
19 Mar 2024
Contributed by Lukas
Our guest this week is our colleague, Bryan Armour, who is director of passive investment strategies research, North America, for Morningstar Research...
Anne Lester: You’re Bad at Savings and It’s Not Your Fault
12 Mar 2024
Contributed by Lukas
Our guest on the podcast today is Anne Lester. She’s author of a new book called Your Best Financial Life: Save Smart Now for the Future You Want. B...
JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years
05 Mar 2024
Contributed by Lukas
Our guest this week is JB Taylor. JB is CEO of Wasatch Global Investors based in Salt Lake City, Utah, specializing in small-cap stocks. JB is also a ...
Sonali Pier: Don’t Rent Yield
27 Feb 2024
Contributed by Lukas
Our guest this week is Sonali Pier. Sonali is a managing director and portfolio manager at Pimco, a global leader in fixed-income investing based in N...
Marc Freedman: The Case for Encore Careers
20 Feb 2024
Contributed by Lukas
Our guest on the podcast today is Marc Freedman. He is the co-CEO and founder of Encore.org, which is now known as CoGenerate and is geared toward hel...
Roger Young: Visualizing Retirement Is So Important
13 Feb 2024
Contributed by Lukas
Our guest on the podcast today is Roger Young. Roger is thought leadership director at T. Rowe Price, where he and his team conduct research on retire...
Justin Leverenz: Emerging Markets Are ‘Incredibly Attractive’
06 Feb 2024
Contributed by Lukas
Our guest this week is Justin Leverenz, who is the team leader and senior portfolio manager for the emerging-markets equity team at Invesco. Leverenz ...
Joel Fried and Al Mordecai: Upholding the Culture at Primecap Management
30 Jan 2024
Contributed by Lukas
Our guests this week are Joel Fried and Al Mordecai of Primecap Management. Primecap is the longtime manager of several Vanguard funds, including Vang...
Jody Jonsson: The Case for a Global Portfolio
23 Jan 2024
Contributed by Lukas
Our guest this week on The Long View is Jody Jonsson. Jody is a 33-year veteran of Capital Group, a Los Angeles-based investment manager, where she is...
Howard Gleckman: We Pretend This Isn’t a Problem
16 Jan 2024
Contributed by Lukas
Our guest on the podcast today is Howard Gleckman. He is the author of a book called Caring for Our Parents and an expert on the topic of aging and ca...
Best of The Long View: Investing
09 Jan 2024
Contributed by Lukas
On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with portfolio managers and other investment special...
Best of the Long View 2023: Financial Planning and Retirement
02 Jan 2024
Contributed by Lukas
On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with financial planners, advisors, and retirement re...
Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’
26 Dec 2023
Contributed by Lukas
On the podcast today, we welcome back Jonathan Clements, who was among our first guests when we launched this podcast back in 2019. Jonathan is the fo...
Tim Steffen: Smart Tax Moves for 2024 and Beyond
19 Dec 2023
Contributed by Lukas
Today on the podcast we welcome back Tim Steffen, who is the director of advanced planning for Baird. In that role, he researches, writes, and speaks ...
Ben Inker: What Looks Cheap and Dear in Today’s Market
12 Dec 2023
Contributed by Lukas
Our guest this week on The Long View is Ben Inker. Ben is the head of asset allocation at GMO, a Boston-based investment manager famous for its asset-...
Dan Haylett: Retirement Planning = Life Planning
05 Dec 2023
Contributed by Lukas
Our guest on the podcast today is Dan Haylett. Dan is a financial planner and head of growth for TFP Financial Planning based in the United Kingdom. D...
Mike Moran: Taking the Temperature on Retirement Readiness
28 Nov 2023
Contributed by Lukas
Our guest on the podcast today is Mike Moran, managing director and pension strategist for Goldman Sachs. Mike focuses on areas such as plan-funded st...
Tiffany Aliche: Helping People ‘Move Past the Shame’
20 Nov 2023
Contributed by Lukas
Our guest on the podcast today is Tiffany Aliche, also known as “The Budgetnista.” She is the author of The New York Times bestseller Get Good Wit...
John Rekenthaler and Amy Arnott: What’s a Safe Retirement Spending Rate Today?
14 Nov 2023
Contributed by Lukas
Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Our guests on the podcas...
Scott Burns: The Case for a Simple Retirement Plan
07 Nov 2023
Contributed by Lukas
Our guest on the podcast today is syndicated personal finance columnist and author Scott Burns. Burns began his career as a newspaper columnist in The...
JL Collins: Spotlighting the Many Paths to Financial Independence
31 Oct 2023
Contributed by Lukas
Our guest on the podcast today is author and blogger JL Collins. He blogs about financial independence and other matters at jlcollinsnh.com. JL’s fi...
Nizar Tarhuni: The State of Private Markets and Venture Capital Investing
24 Oct 2023
Contributed by Lukas
Nizar Tarhuni heads up research for PitchBook, which is a Morningstar affiliate. PitchBook is a premier provider of data on public and private markets...
Jeffrey Kleintop: What to Make of ‘the Cardboard Box Recession’
17 Oct 2023
Contributed by Lukas
Our guest this week is Jeffrey Kleintop. Jeffrey is managing director, chief global investment strategist for Charles Schwab & Co. In his role, Jeffre...
Dr. Anita Mukherjee: Exploring the Link Between Wealth, Longevity, and Quality of Life
10 Oct 2023
Contributed by Lukas
Our guest on the podcast today is Dr. Anita Mukherjee, associate professor in Risk and Insurance at the Wisconsin School of Business at the University...
David Giroux: ‘I Want to Look Forward, Not Backward’
03 Oct 2023
Contributed by Lukas
Our guest this week is David Giroux. This is his second appearance on The Long View. We first spoke to him in February 2021 and are pleased to welcome...
Michael Santoli: Decoding ‘an Indecisive Market’
26 Sep 2023
Contributed by Lukas
Our guest this week is Michael Santoli. This is Michael’s second appearance on The Long View, his first coming in August 2021. Michael is senior mar...
Martin Lau: Revisiting the Case for Investing in Chinese Stocks
19 Sep 2023
Contributed by Lukas
Our guest this week is Martin Lau. This is his second appearance on The Long View, the first being in August 2021. Lau is a managing partner of FSSA I...
Kelli Hueler: Confronting ‘the Next Big Risk’ for Retirement
12 Sep 2023
Contributed by Lukas
Our guest on the podcast today is Kelli Hueler. Kelli is the CEO and founder of Hueler Companies. Hueler’s Income Solutions platform has been delive...
Cindy Haddad: Financial Planning for People with Disabilities
05 Sep 2023
Contributed by Lukas
Our guest on the podcast today is Cynthia Haddad, an expert on financial planning for people with disabilities and their families. Cindy co-founded Af...
Katie Nixon: Bringing a Blurry Market Into Focus
29 Aug 2023
Contributed by Lukas
Our guest this week is Katie Nixon. Katie is an executive vice president and chief investment officer for the wealth management business at Northern T...
Rick Rieder: Explaining the ‘Polyurethane’ U.S. Economy
22 Aug 2023
Contributed by Lukas
Our guest this week is Rick Rieder. This is Rick’s second appearance on The Long View. We last interviewed him in May 2020, and we are happy to welc...
Bill Nygren: The State of Value Investing Today
15 Aug 2023
Contributed by Lukas
Our guest this week is Bill Nygren. Bill was one of our earliest guests on The Long View, appearing for the first time back in August 2019. Bill is a ...
Manisha Thakor: Finding Your Enough
08 Aug 2023
Contributed by Lukas
Today on the podcast, we welcome back author and financial educator, Manisha Thakor. Manisha’s new book is called MoneyZen: The Secret to Finding Yo...
Ilyce Glink: The State of Real Estate Today
01 Aug 2023
Contributed by Lukas
On the podcast today, we welcome back real estate expert and author Ilyce Glink. Ilyce writes a nationally syndicated column on real estate matters, a...
Joel Dickson: How America Saves
25 Jul 2023
Contributed by Lukas
Our guest on the podcast today is Joel Dickson, global head of enterprise advice methodology for Vanguard. Joel oversees all investment methodology de...
Dave Sekera: Taking the Market’s Temperature
18 Jul 2023
Contributed by Lukas
Our guest this week is Dave Sekera. Dave is chief U.S. market strategist for Morningstar Research Services. In his role, Dave publishes research and c...
Bill Bernstein: Revisiting The Four Pillars of Investing
11 Jul 2023
Contributed by Lukas
On today’s episode of The Long View podcast, we welcome back William Bernstein. This is Bill’s third appearance on the podcast. In fact, he was ou...
Andrew Lo: Finding the Perfect Portfolio--a ‘Never-Ending Journey’
04 Jul 2023
Contributed by Lukas
Hi everyone. We’re taking the week off for the 4th of July holiday, but we wanted to use this week’s episode to honor Nobel Prize-winning economis...
Eric Weigel and Fritz Gilbert: Uncovering Blind Spots in Retirement Planning
27 Jun 2023
Contributed by Lukas
Our guests on the podcast today are Eric Weigel and Fritz Gilbert. Fritz is a repeat guest on The Long View. He writes the popular Retirement Manifest...
Talmon Smith: Assessing the Greatest Wealth Transfer in History
20 Jun 2023
Contributed by Lukas
Our guest on the podcast today is New York Times economics reporter Talmon Smith. Before joining the Business desk, he was a staff editor for the Time...
Jeremy Schwartz: Why Stocks Are Good Inflation Hedges
13 Jun 2023
Contributed by Lukas
Our guest this week is Jeremy Schwartz. Jeremy is global chief investment officer for WisdomTree Investments. In that role, Jeremy leads the firm’s ...
Ramit Sethi: Investing Shouldn’t Be Your Identity
06 Jun 2023
Contributed by Lukas
Today we’re welcoming back Ramit Sethi. Ramit is a personal finance expert and author. And this year, he added a new line item to his resume: TV hos...
Joel Tillinghast: The Art of Investing
30 May 2023
Contributed by Lukas
Our guest this week is Joel Tillinghast, portfolio manager at Fidelity. Joel manages a number of equity funds focused on intrinsic value and mostly sm...
Mike Piper: Financial Considerations for People Who Have ‘Enough’
23 May 2023
Contributed by Lukas
Our guest on the podcast today is Mike Piper. He is the author of several personal finance books, the latest of which is called More Than Enough: A Br...
Aswath Damodaran: A Valuation Expert’s Take on Inflation, Stock Buybacks, ESG, and More
16 May 2023
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...
Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning
09 May 2023
Contributed by Lukas
Today on the podcast, we welcome back financial planning guru and Michael Kitces. I recently had the chance to catch up with Michael to get his take o...
Liz Ann Sonders: Navigating a New ‘Temperamental Era’ in Markets
02 May 2023
Contributed by Lukas
Our guest this week is Liz Ann Sonders. Liz Ann is managing director and chief investment strategist at Charles Schwab. In her role, Liz Ann is respon...
Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’
25 Apr 2023
Contributed by Lukas
On the podcast today, we welcome back Jonathan Clements, who was among our first guests when we launched this podcast back in 2019. Jonathan is the fo...
Jill Schlesinger: ‘The Great Money Reset’
18 Apr 2023
Contributed by Lukas
Our guest on the podcast today is Jill Schlesinger. She is the author of a new book called The Great Money Reset: Change Your Work, Change Your Wealth...
Micah Hauptman: Advocating for Investors’ Best Interests
11 Apr 2023
Contributed by Lukas
Our guest on the podcast today is Micah Hauptman. Micah is the director of investor protection at the Consumer Federation of America, a nonprofit asso...
James Choi: How to Improve the Way We Present and Make Investment Choices
04 Apr 2023
Contributed by Lukas
Our guest this week is James Choi. Dr. Choi is a professor of finance at the Yale School of Management, where he teaches and conducts research on beha...
Mark Berg: Hourly Financial Planning Is 'A Vast Blue Ocean'
28 Mar 2023
Contributed by Lukas
Our guest on the podcast today is Mark Berg. He is the founder of and lead advisor at Timothy Financial Counsel, which is an hourly financial planning...
Brad Barrett: ‘Start With a Small Win’
21 Mar 2023
Contributed by Lukas
Our guest on the podcast today is Brad Barrett. Brad is the co-founder of ChooseFI, which is a website focused on achieving financial independence. Wi...
Robert Powell: ‘How Do I Generate the Income?’
14 Mar 2023
Contributed by Lukas
Our guest on the podcast today is financial journalist and certified financial planner, Robert Powell. His work appears regularly in MarketWatch.com, ...
Lubos Pastor: ‘Judging Fund Managers by the Company They Keep’
07 Mar 2023
Contributed by Lukas
Our guest this week is Lubos Pastor. He is the Charles P. McQuaid Professor of Finance at the University of Chicago Booth School of Business, where he...
Stacy Francis: On a Mission to Help Women Thrive
28 Feb 2023
Contributed by Lukas
Our guest on the podcast today is Stacy Francis. She is president and chief executive officer of Francis Financial, a fee-only financial advisory firm...
Derek Tharp: An Alternative Approach to Calculating In-Retirement Withdrawals
21 Feb 2023
Contributed by Lukas
Our guest on the podcast today is financial and retirement planning expert Derek Tharp. Derek is an assistant professor of finance at the University o...
Cody Garrett: ‘Give Every Dollar a Job and a Use-By Date’
14 Feb 2023
Contributed by Lukas
Our guest on the podcast today is Cody Garrett. He is a certified financial planner and heads up Measure Twice Financial, an advice-only financial pla...
Kathy Jones on Inflation: ‘The Worst Is Behind Us’
07 Feb 2023
Contributed by Lukas
Our guest this week is Kathy Jones, the managing director and chief fixed-income strategist for the Schwab Center for Financial Research. Prior to joi...
Katie Gatti Tassin: ‘Openness Has Been a Bit of a Secret Sauce’
31 Jan 2023
Contributed by Lukas
Our guest on the podcast today is Katie Gatti Tassin. She’s the creator of the Money with Katie blog, podcast, and newsletter, which was acquired by...
Ann Garcia: How to Pay for College
24 Jan 2023
Contributed by Lukas
Our guest on the podcast today is Ann Garcia. She is a certified financial planner and the author of the book How to Pay for College. Garcia is the ma...
Jeff Levine: Smart Tax Moves for 2023 and Beyond
17 Jan 2023
Contributed by Lukas
Our guest on the podcast today is tax and retirement planning expert, Jeffrey Levine. Jeff is the chief planning officer for Buckingham Strategic Weal...
Mark Miller: Rebooting Retirement
10 Jan 2023
Contributed by Lukas
Today on the podcast we welcome back Mark Miller, who is an author, columnist, and a nationally recognized expert on trends in retirement and aging. H...
Best of The Long View: Investing
03 Jan 2023
Contributed by Lukas
Last week, we ran the “best of” our interviews with financial planners, advisors, and retirement researchers over the past year. On this week’s ...
Best of The Long View: Financial Planning and Retirement
27 Dec 2022
Contributed by Lukas
On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with financial planners, advisors, and retirement re...
Christine Benz and John Rekenthaler: Revisiting What Is a Safe Retirement Spending Rate After a Tough Year
20 Dec 2022
Contributed by Lukas
On this week’s episode, we’ll be chatting about “The State of Retirement Income” study that Christine and I recently co-authored with our coll...
Joe Wiggins: Applying Behavioral Science to Make Better Investment Decisions
13 Dec 2022
Contributed by Lukas
In this week’s episode, we’re chatting to Joe Wiggins. Joe is the CIO of Fundhouse, a provider of manager research, model portfolios, and ESG serv...
Jamie Hopkins: A Framework for Financial Freedom
06 Dec 2022
Contributed by Lukas
On the podcast today, we welcome back Jamie Hopkins. Jamie is managing partner of Wealth Solutions at Carson Wealth. He is also a Finance Professor of...
Wesley Gray: Perspectives on Market Efficiency, Investor Behavior, and ETFs
29 Nov 2022
Contributed by Lukas
Our guest this week is Wes Gray. Wes is the CEO, chief investment officer, and founder of Alpha Architect, a Registered Investment Advisor that offers...
Dr. Preston Cherry: ‘Money and Life Intertwined’
22 Nov 2022
Contributed by Lukas
A financial planner and financial planning professor on the value of mentors at every life stage, the evolution of financial advice, and what works in...
Feraud Calixte: ‘Your Self-Worth Is Not Your Net Worth’
15 Nov 2022
Contributed by Lukas
Our guest on the podcast today is Feraud Calixte. Feraud is the founder and lead financial planner of Vantage Pointe Planning, which is a fee-only fin...
Roger Whitney: ‘Retirement Planning Is Not Financial Planning’
08 Nov 2022
Contributed by Lukas
Our guest on the podcast today is Roger Whitney. Roger hosts the popular Retirement Answer Man podcast, and he’s also the author of a book called Ro...
Morgan Housel: ‘Little Rules About Big Things’
01 Nov 2022
Contributed by Lukas
Our guest this week is Morgan Housel. Morgan was one of our first guests on The Long View back in May 2019, and we’re happy to welcome him back. Mor...
Julien and Kiersten Saunders: ‘How Much Is Enough?’
25 Oct 2022
Contributed by Lukas
Our guests on the podcast today are Kiersten and Julien Saunders. Together they blog about finance and life at the website richandregular.com. And the...
Dana Anspach: How to Build an All-Weather Retirement Plan
18 Oct 2022
Contributed by Lukas
Our guest on the podcast today is Dana Anspach. She is the founder and CEO of the financial planning firm, Sensible Money, based in Scottsdale, Arizon...
Bob Pisani: Everyone Talks Their Book on Wall Street
11 Oct 2022
Contributed by Lukas
Our guest on the podcast today is Bob Pisani. Bob is senior markets correspondent for CNBC, and he is also the author of a new book called Shut Up and...
Dave Nadig: Peering Into the Future of Indexing, Governance, and Financial Technology
04 Oct 2022
Contributed by Lukas
Our guest this week is Dave Nadig. Dave is Financial Futurist at VettaFi, a data and research firm that focuses on the ETF industry as well as nascent...
David John: Improving the Retirement System
27 Sep 2022
Contributed by Lukas
Our guest on the podcast today is David John. David is a senior strategic policy advisor at the AARP Public Policy Institute, where he works on pensio...
Tim Steffen: Tax-Saving Strategies for a Falling Market
20 Sep 2022
Contributed by Lukas
Our guest on the podcast today is Tim Steffen, director of tax planning for Baird. In his role, Tim researches, writes, and speaks about various tax m...
Farnoosh Torabi: 'Money Is Meaningless Without Goals'
13 Sep 2022
Contributed by Lukas
Our guest on the podcast today is personal finance expert Farnoosh Torabi. Farnoosh is editor at large for CNET Money. She has also written several bo...
Sarah Ketterer: 'Forget Value, Think Valuation'
06 Sep 2022
Contributed by Lukas
Our guest this week is Sarah Ketterer. She is CEO and fundamental portfolio manager at Causeway Capital Management, the firm she co-founded in 2001. I...
Cameron Huddleston: Talk to Your Parents About Their Finances
30 Aug 2022
Contributed by Lukas
Background BioMom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances, by Cameron HuddlestonCarefullT...
Michael Kitces: Does Portfolio Customization Pay Off?
23 Aug 2022
Contributed by Lukas
We welcome back Michael Kitces, who was one of our first guests on The Long View. Michael is the head of planning strategy for Buckingham Wealth Partn...
Joe Saul-Sehy: What Is Your Growing Season?
16 Aug 2022
Contributed by Lukas
Our guest on the podcast today is Joe Saul-Sehy, the co-host of the popular Stacking Benjamins podcast. He is also the co-author of a new book called ...
Michael Santoli: Navigating Through a Foggy Market Outlook
09 Aug 2022
Contributed by Lukas
Our guest this week is Michael Santoli, who is senior markets commentator at CNBC, which he joined in 2015. Prior to that, he was a senior columnist a...
Wade Pfau: The Risks of Retirement Today
02 Aug 2022
Contributed by Lukas
Our guest on the podcast today is Wade Pfau. He is professor of retirement income in the Ph.D. in financial and retirement planning program at the Ame...
Jordan Grumet: A Hospice Doctor Shares Lessons About Work, Money, and Life
26 Jul 2022
Contributed by Lukas
Listen Now: Listen and subscribe to Morningstar's The Long View from your mobile device: Apple Podcasts | Spotify | Google Play | StitcherOur guest on...
Larry Siegel: ‘The Humblest Thing an Investor Can Do Is Buy Index Funds’
19 Jul 2022
Contributed by Lukas
Our guest this week is Larry Siegel. He is the Gary P. Brinson director of research at the CFA Institute Research Foundation. Prior to that, he was di...
Justin Fitzpatrick: 'Retirees Have a Superpower'
12 Jul 2022
Contributed by Lukas
Our guest on the podcast today is Justin Fitzpatrick. Justin is the co-founder and chief innovation officer at Income Lab, which provides retirement p...
Tim Ranzetta: 'Financial Education Positively Impacts Almost All Financial Behaviors'
05 Jul 2022
Contributed by Lukas
Our guest on the podcast today is Tim Ranzetta. Tim is the co-founder of the nonprofit Next Gen Personal Finance, which provides free curricula, profe...
Ilyce Glink: The State of the U.S. Residential Real Estate Market
28 Jun 2022
Contributed by Lukas
Our guest on the podcast today is real estate expert and author Ilyce Glink. Ilyce writes a nationally syndicated column on real estate matters, and s...
David Lau: Taking High Commissions Out of Annuities
21 Jun 2022
Contributed by Lukas
Our guest on the podcast today is David Lau, founder and CEO of DPL Financial Partners, which develops and distributes low-cost, commission-free insur...