The Long View
Episodes
Jerome Clark: 'We Tend to Become Myopic in a Bear Market'
22 Jul 2020
Contributed by Lukas
Our guest on the podcast is Jerome Clark. He is the portfolio manager of the asset-allocation target-date strategies and oversees the college savings ...
Jamie Hopkins: How Low Bond Yields, Recession Impact Retirement Planning
15 Jul 2020
Contributed by Lukas
Our guest on the podcast is retirement expert Jamie Hopkins, who is managing director of Carson Coaching and the director of retirement research at we...
Mary Beth Franklin: To Fix Social Security, 'Everybody Is Going to Have to Be Unhappy'
08 Jul 2020
Contributed by Lukas
Our guest this week is Social Security and retirement planning expert Mary Beth Franklin. Mary Beth is president of RetirePro and a contributing edito...
Michelle Singletary: 'You Need Diversity'
01 Jul 2020
Contributed by Lukas
Our guest this week is personal finance columnist and author Michelle Singletary. Singletary writes the nationally syndicated column "The Color of Mo...
Mary Ellen Stanek: Hitting for Singles and Doubles in the Bond Market
24 Jun 2020
Contributed by Lukas
Our guest this week is Mary Ellen Stanek. Mary Ellen is managing director and chief investment officer of Baird Advisors, which is the manager of the ...
Jonathan Guyton: What the Crisis Means for Retirement Planning
17 Jun 2020
Contributed by Lukas
Our guest on the podcast this week is Jonathan Guyton, principal at Cornerstone Wealth Advisors, a fee-only advisory firm in Minneapolis. In addition ...
Jon Stein: 'Free Trading Is Actually Going to Cost You'
10 Jun 2020
Contributed by Lukas
Our guest this week is Jonathan Stein, the founder and chief executive of Betterment. Stein founded Betterment in 2008 as an automated, goals-based in...
Tanja Hester: The Pandemic Will Stoke Interest in Early Retirement
03 Jun 2020
Contributed by Lukas
Our guest this week is Tanja Hester, whom The New York Times referred to as the matriarch of the FIRE movement. For the uninitiated, FIRE stands for f...
Charley Ellis: Why Active Investing Is Still a Loser's Game
27 May 2020
Contributed by Lukas
Our guest on the podcast is investment consultant and author Charley Ellis. In 1972, Ellis founded Greenwich Associates, an investment consultant to i...
Rick Rieder: Nobody Has Ever Seen Anything Like This
20 May 2020
Contributed by Lukas
Our guest this week is Rick Rieder. Rieder is BlackRock's global chief investment officer of fixed income, and co-head of BlackRock's global fixed-inc...
Carl Richards: 'Let's Focus on Being a Little Less Wrong Tomorrow'
13 May 2020
Contributed by Lukas
Our guest on the podcast is Carl Richards, who specializes in conveying sophisticated financial concepts in an easy-to-understand way--specifically, u...
Moshe Milevsky: How to Lower Retirement Risk at a Turbulent Time
06 May 2020
Contributed by Lukas
Our guest on the podcast today is renowned retirement researcher Moshe Milevsky, who has conducted research on a broad range of topics, including pens...
Wade Pfau: The 4% Rule Is No Longer Safe
29 Apr 2020
Contributed by Lukas
Our guest on the podcast is retirement researcher Dr. Wade Pfau. Wade is a professor of retirement income in the Ph.D. in Financial and Retirement Pla...
Brigitte Madrian: 'Inertia Can Actually Be a Helpful Thing'
22 Apr 2020
Contributed by Lukas
Our guest on the podcast is Dr. Brigitte Madrian, a leading light in the field of behavioral economics. She is the dean and Marriott Distinguished Pro...
Chris Davis: Banking on Boring, Reliable Franchises
15 Apr 2020
Contributed by Lukas
Our guest this week is Chris Davis. Chris is a portfolio manager at Davis Advisors, where he runs a number of strategies, including the Davis New York...
Dan Fuss: It's Too Early to Relax
08 Apr 2020
Contributed by Lukas
Our guest this week is Dan Fuss. Dan is vice chairman of Loomis Sayles board of directors and is the longtime manager of the firm’s flagship Loomis ...
Fran Kinniry: Applying the Vanguard Approach to Private Equity
01 Apr 2020
Contributed by Lukas
(A note to listeners: We recorded this interview before the recent sell-off began, and that is why it's not discussed. We'll address the recent downtu...
A Conversation With the Sequoia Fund’s Managers
25 Mar 2020
Contributed by Lukas
(A note to listeners: We recorded this interview before the recent sell-off took began, explaining why it’s not discussed. We’ll address the recen...
Mohamed El-Erian: 'We Did Not Prepare for Something As Severe As What We’re Facing’
23 Mar 2020
Contributed by Lukas
Our guest today is Dr. Mohamed El-Erian. Dr. El-Erian is Chief Economic Advisor at Allianz, the parent of PIMCO, where he formerly served as chief exe...
Chuck Bath: The Evolution of a Value Investor
18 Mar 2020
Contributed by Lukas
Editor's Note: The following interview with Chuck Bath, comanager of Diamond Hill Large Cap, was recorded on March 4, 2020. As such, it doesn't incorp...
Lawrence Hamtil: The Virtues of Sin (Stocks)
11 Mar 2020
Contributed by Lukas
Our guest this week is Lawrence Hamtil. Lawrence is a principal at Fortune Financial Advisors, an independent Registered Investment Advisor firm he co...
Nicole Boyson: How to Spot Financial Advisor Conflicts of Interest
04 Mar 2020
Contributed by Lukas
Our guest this week is Nicole Boyson. Boyson is the Patrick F. and Helen C. Walsh Research Professor at Northeastern University's D’Amore-McKim Sc...
Sallie Krawcheck: 'Companies Should Do Better'
26 Feb 2020
Contributed by Lukas
Our guest on the podcast today been called one of the most powerful women in finance. Sallie Krawcheck started her career as an equity analyst at Sanf...
Annamaria Lusardi: 'Financial Education Works'
19 Feb 2020
Contributed by Lukas
Our guest on the podcast is Annamaria Lusardi, an authority on financial literacy and financial education. Lusardi is the Denit Trust Distinguished Sc...
Jeff Levine: Cracking the New Retirement Code
12 Feb 2020
Contributed by Lukas
Our guest this week is tax and retirement planning expert, Jeffrey Levine. Jeff is director of advisor education at Kitces.com, home of the popular Ne...
Ben Carlson: How Not to Get Scammed
05 Feb 2020
Contributed by Lukas
Our guest this week is Ben Carlson, the director of institutional asset management at Ritholtz Wealth Management. A prolific and insightful writer, Ca...
Will Danoff: Succeeding at Scale
29 Jan 2020
Contributed by Lukas
Our guest this week is Will Danoff. Will runs a number of Fidelity equity strategies, best known of which is Fidelity Contrafund, a mutual fund he has...
Jon Hale: ESG Is a Paradigm Shift
22 Jan 2020
Contributed by Lukas
Our guest this week is Jon Hale, Morningstar's head of sustainability research. In that role, he directs our research into the environmental, social, ...
Chris Mamula: What Young Retirees Need to Know
15 Jan 2020
Contributed by Lukas
Our guest on the podcast today is Chris Mamula. Chris blogs on the website, "Can I Retire Yet?" and he has also cowritten a book called Choose FI: Yo...
John Rekenthaler: Fund Manager Financial Incentives Are Irrelevant
08 Jan 2020
Contributed by Lukas
Our guest this week is John Rekenthaler. Rekenthaler is a director in Morningstar Research Services and a feature contributor to our platforms, includ...
The Best of The Long View Podcast: Conversations with Financial Advisors and Retirement Researchers
30 Dec 2019
Contributed by Lukas
On this week’s episode of The Long View, we’ll recap some of our favorite moments from the podcast so far. Since the podcast’s launch in May 20...
The Best of The Long View Podcast: Conversations with Portfolio Managers
23 Dec 2019
Contributed by Lukas
On this week’s episode of The Long View, we recap some of our favorite moments from the podcast so far.Since the podcast’s launch in May 2019, we’...
Moira Somers: How to Give Financial Advice That People Will Actually Take
18 Dec 2019
Contributed by Lukas
Our guest on the podcast today is Dr. Moira Somers, a clinical neuropsychologist and professor. She’s also author of the book Advice That Sticks: ...
John Lynch: Rethinking Financial Education
11 Dec 2019
Contributed by Lukas
BackgroundJohn Lynch bio John Lynch research Center for Research on Consumer Financial Decision Making Academic Research Council, Consumer Financia...
Gus Sauter: Efficient Markets Are a Good Thing
04 Dec 2019
Contributed by Lukas
BackgroundGus Sauter bio Gus Sauter retirement announcement Fast Facts About Vanguard Council on University of Chicago Booth School of BusinessJac...
Jeffrey Brown: Saving for Retirement 'Only Half the Puzzle'
27 Nov 2019
Contributed by Lukas
Our guest on the podcast today is Dr. Jeffrey Brown, the Josef and Margot Lakonishok Professor and the Dean of the University of Illinois Gies College...
Charles de Vaulx: Why Value Investing Has Slumped but Will Rebound
20 Nov 2019
Contributed by Lukas
Our guest on the podcast this week is Charles de Vaulx. De Vaulx is chief investment officer and portfolio manager at International Value Advisers, wh...
Barbara Roper: 'Protections Have Been Under Attack'
13 Nov 2019
Contributed by Lukas
Our guest on the podcast today is Barbara Roper. She is director of investor protection for the Consumer Federation of America, where she has been emp...
Dennis Lynch: 'Have a Growth Mindset and Be Willing to Learn New Things'
06 Nov 2019
Contributed by Lukas
Our guest on the podcast today is is Dennis Lynch. Lynch is the head of Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan ...
Meir Statman: 'We Are All Normal'
30 Oct 2019
Contributed by Lukas
Our guest in the podcast today is Meir Statman, the Glenn Klimek Professor of Finance at Santa Clara University and a specialist in behavioral finance...
Dana Emery: You're Not Getting a Valuation Discount for Free
23 Oct 2019
Contributed by Lukas
Our guest on this week’s podcast today is Dana Emery, chief executive officer, president, and co-director of fixed income at Dodge & Cox. Dodge & Co...
Ben Johnson: Index Funds Are Not 'Zombie Investors'
16 Oct 2019
Contributed by Lukas
Our guest on this week’s episode of The Long View podcast is Ben Johnson. Ben is Morningstar's director of global passive research. In that role, Be...
Alicia Munnell: Married Couples Are in the Retirement Danger Zone
09 Oct 2019
Contributed by Lukas
Our guest on the podcast today is Alicia Munnell, the director of The Center for Retirement Research at Boston College. Alicia is a towering figure in...
Michael Finke: Here’s What Makes Retirees Happy
02 Oct 2019
Contributed by Lukas
Our guest on this week’s episode of The Long View podcast is nationally renowned retirement researcher Dr. Michael Finke. Michael is Professor of We...
Judith Ward: Planning Well at Every Life Stage
25 Sep 2019
Contributed by Lukas
Our guest today on the podcast is Judith Ward, senior financial planner and a vice president of T. Rowe Associates. In her role at T. Rowe, Ward provi...
David Blanchett: If You're Retiring Now, You're in a Pretty Rough Spot
18 Sep 2019
Contributed by Lukas
Our guest this week is David Blanchett, head of retirement research for Morningstar Investment Management. In his role at Morningstar, Blanchett works...
Dan Ivascyn: Building a Portfolio to Bend but Not Break
11 Sep 2019
Contributed by Lukas
Our guest this week is Dan Ivascyn. Dan is group chief investment officer of PIMCO, where he leads the firm's income, credit hedge fund, and mortgage ...
Allan Roth: 'I Embrace Dumb Beta'
04 Sep 2019
Contributed by Lukas
Our guest on the podcast today is Allan Roth, one of the pre-eminent hourly financial advisors in the United States. After a career in corporate finan...
Rupal Bhansali: FAANG Stocks Are 'Extremely Risky'
28 Aug 2019
Contributed by Lukas
Our guest on the podcast this week is Rupal Bhansali, Ariel's chief investment officer of international and global equities. She manages Ariel Interna...
Rob Arnott: Don't Sleep on Value Investing (Especially Emerging-Markets Value)
21 Aug 2019
Contributed by Lukas
Our guest on the podcast today is Rob Arnott. Arnott is partner and chairman of the board of Research Affiliates, a firm he established in 2002, foll...
Mark Miller: Less Investment Choice = Better Retirement Outcomes
14 Aug 2019
Contributed by Lukas
Our guest on the podcast today is Mark Miller, a nationally recognized expert on trends in retirement and aging. Miller's work considers retirement ho...
Bill Nygren: 'A Stock That Doesn't Look Cheap on the Surface Might Be One of the Cheapest'
07 Aug 2019
Contributed by Lukas
Our guest on this week's installment of The Long View is noted portfolio manager Bill Nygren. Nygren joined Chicago-based Harris Associates as an anal...
Jonathan Clements: 'It's in Wall Street's Interest to Make Everyday Investors Think That They Are Stupid'
31 Jul 2019
Contributed by Lukas
Our guest on today's podcast is Jonathan Clements, the founder and editor of the website HumbleDollar. Clements has been a prolific and influential wr...
Maria Bruno and Joel Dickson: 'Building a Better Retirement'
24 Jul 2019
Contributed by Lukas
Our guests for the latest installment of "The Long View," Maria Bruno and Joel Dickson, are both veterans of investment behemoth Vanguard. Bruno is ...
Sheryl Garrett: 'The Industry Thought I Was Nuts'
17 Jul 2019
Contributed by Lukas
Our guest this week on "The Long View" is Sheryl Garrett. Garrett is a legendary figure in financial-planning circles, having pioneered the ...
James Montier: 'How Do I Get Paid for Owning This Asset?'
10 Jul 2019
Contributed by Lukas
Our guest on this week's installment of "The Long View" podcast is James Montier. Montier is a member of the asset-allocation team at Granth...
Rick Ferri: 'There Are No Average Investors'
03 Jul 2019
Contributed by Lukas
Our guest today on The Long View podcast is Rick Ferri. Ferri is an hourly fee-only investment consultant at Ferri Investment Solutions; he's also a C...
Josh Brown: 'Standardize the Process, Personalize the Advice'
26 Jun 2019
Contributed by Lukas
Our guest on this week's episode of the Long View is none other than Josh Brown, CEO of Ritholtz Wealth Management. Brown's story is unique and inspir...
Harold Evensky: 'It's an Unmitigated Disaster'
19 Jun 2019
Contributed by Lukas
This week's guest on The Long View is financial advisor Harold Evensky, who Morningstar managing director Don Phillips has often called the "dean of f...
Aron Szapiro: 'You Can't Fix What You Can't Measure'
12 Jun 2019
Contributed by Lukas
Is there a retirement crisis in the United States, and what role does the government have in improving the system? What's the current status of a fidu...
Michael Kitces: The Model Has to Change Again
05 Jun 2019
Contributed by Lukas
Our guest on this week's podcast is Michael Kitces. Michael is a partner and the director of wealth management for Pinnacle Advisory Group, a Columbia...
Carolyn McClanahan: There's More to Money Than Just the Numbers
29 May 2019
Contributed by Lukas
Our guest for this week's installment of The Long View podcast sits at the busy intersection of healthcare and financial planning. Carolyn McClanahan ...
Tim Buckley: There’s No One Even Close to Us
24 May 2019
Contributed by Lukas
Our guest in this special bonus episode of The Long View podcast is Tim Buckley, chairman and CEO of the Vanguard Group, which manages over $5 trillio...
Morgan Housel: No One Hires a Luck Manager
22 May 2019
Contributed by Lukas
Our guest for this week's installment of The Long View podcast is Morgan Housel. Morgan is a partner at the Collaborative Fund, a venture capital firm...
Don Phillips: We’re All in the Behavior Modification Business
15 May 2019
Contributed by Lukas
Our guest for this week's installment of The Long View podcast is Morningstar managing director Don Phillips. Don was Morningstar's first mutual fund ...
William Bernstein: If You've Won the Game, Stop Playing
01 May 2019
Contributed by Lukas
Our guest this week is noted author and advisor, William Bernstein. Bill’s background and entree to finance is unique—a neurologist by training, B...