Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces
Morningstar’s Manager Research team has cast its gaze on a newer class of funds that aims to widen investors’ access to private markets. We...
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The Long View
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-...
The Long View Podcast Guide
Listen to The Long View, a Business podcast by Morningstar. Stream 378 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 378 episodesKathleen Rehl: Helping Widows and the Advisors Who Serve Them
Author and educator Kathleen Rehl discusses widowhood, estate planning, and finding purpose in later life.
Don Phillips: Encouraging Better Outcomes for Investors
Morningstar’s first fund analyst reflects on investing culture, stewardship, and long-term thinking.
Adam Grossman: Asset Allocation Is an Investor’s Best Defense
A flat-fee financial advisor and columnist discusses why less complicated portfolios are usually best, how he addresses inflation risk in cl...
Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’
The author and creator of ‘the 4% rule’ discusses the pros and cons of various withdrawal strategies and key risk factors facing retirees to...
Ben Carlson: Exploring Risk and Reward
The author of a new book about investing discusses the ‘automatic investing revolution’, what investors can learn from past bubbles, and the...
Amit Wadhwaney: ’Buying Cheap Has a Number of Attractions’
The international value investor and Moerus co-founder on the importance of conviction, survivability, risk aversion, industry structure, an...
Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy
Our guest on the podcast today is Claudia Sahm . Claudia is chief economist at New Century Advisors , the founder of Sahm Consulting , and a...
Michael Gates: Why More Advisors Are Migrating to Model Portfolios
Today’s guest on The Long View is Michael Gates . Gates is the head of model portfolio solutions for the Americas and the lead portfolio man...
Harry Margolis: How to Confront Aging Challenges Head-On
Our guest on the podcast today is Harry Margolis . Harry has been representing seniors, individuals with special needs, and their families s...
Wade Pfau: Higher Bond Yields Are a Plus for Retirees
Our guest on the podcast today is retirement researcher Wade Pfau . Wade is the founder of Retirement Researcher , an educational resource o...
Pat Dorsey: Economic Moats and More
Today’s guest on The Long View is Pat Dorsey . Pat is the founder of Dorsey Asset Management , a boutique asset manager serving institutiona...
Bill Yount: How Late Starters Can Find Financial Independence
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 t...
Emily Guy Birken: What to Do in the Five Years Before You Retire
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:...
Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan
Our guests on the podcast today are Jamie Hopkins and Bonnie Treichel , who are co-authors of a new book, Your Retirement Sketchbook . Jamie...
David Bach: ‘Start Enjoying Your Life Sooner’
Our guest on the podcast today is David Bach . David is the author of 12 national bestselling books, including The Latte Factor ; Smart Wome...
Hilary Wiek: Perspective on Private Markets
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 st...
Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner
Our guest on the podcast today is Jim O’Shaughnessy . Jim founded O’Shaughnessy Asset Management , a quantitative investment management firm...
Sara Devereux: Bonds Are Still Ballast
Today’s guest on The Long View is Sara Devereux . Sara is the Chief Investment Officer of Vanguard Capital Management and Global Head of Fix...
Sally Balch Hurme: Getting Your Affairs in Order as You Get Older
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...