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Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist · Investment

The Long View

Empowering long-term investors with actionable insights on retirement, personal finance, and portfolio strategy. Hosts Christine Benz, Amy Arnott, and Ben Johnson talk with influential leaders in finance and investing every Wednesday.

Episodes

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

09 Jul 2024
52m
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Scott Burns: The Case for a Simple Retirement Plan

02 Jul 2024
51m
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Don Graves and Wade Pfau: How Home Equity Affects Retirement Planning

25 Jun 2024
58m
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Scott Rick: Are You a Tightwad or a Spendthrift?

18 Jun 2024
53m
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Andrew Blake: Broker/Dealer Consolidation and Fee Compression Have Been Much Bigger Headwinds for Advisors Than Market Volatility

11 Jun 2024
49m
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Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’

04 Jun 2024
50m
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Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’

28 May 2024
45m
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Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’

21 May 2024
39m
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Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’

14 May 2024
51m
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Greg McBride: ‘Successful Saving Is All About the Habit’

07 May 2024
48m
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Carl Vine: The Japan Earnings Story Has Legs

30 Apr 2024
59m
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Meir Statman: ‘The Biggest Risks in Life Are not in the Stock Market’

23 Apr 2024
54m
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Neil Shearing: What the Consensus Is Missing About the Current Economy

16 Apr 2024
44m
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Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’

09 Apr 2024
49m
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Victor Haghani: Lessons From the Missing Billionaires

02 Apr 2024
52m
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This podcast episode explores the significance of writing style in financial writing and discusses various aspects of financial decision-making, including investment sizing, risk aversion, retirement spending, asset allocation, leverage, and the lessons learned from the collapse of Long-Term Capital Management (LTCM). ...

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Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’

26 Mar 2024
51m
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This podcast episode explores the impact of disruptive technologies on businesses, the growth strategies and success of Creative Planning in the financial advisory industry, the company's approach to acquisitions and client relationships, its investment philosophy, the evolution of the financial advice industry, market...

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Bryan Armour: Is Index Investing’s Superpower Unstoppable?

19 Mar 2024
50m
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Anne Lester: You’re Bad at Savings and It’s Not Your Fault

12 Mar 2024
58m
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JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years

05 Mar 2024
52m
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Sonali Pier: Don’t Rent Yield

27 Feb 2024
43m
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