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Investing Insights
Morningstar
172 episodes
5 days ago
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Investing
Business,
News,
Entrepreneurship
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All content for Investing Insights is the property of Morningstar and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
Show more...
Investing
Business,
News,
Entrepreneurship
Episodes (20/172)
Investing Insights
Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why
Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why
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5 days ago
15 minutes 47 seconds

Investing Insights
Bond ETFs Are Surging in Popularity in 2025. Here Are 5 of the Best
And what to know before adding these fixed-income exchange-traded funds from Vanguard and others to your portfolio.
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1 week ago
14 minutes 18 seconds

Investing Insights
Investors Still Need to Mind the Gap in Their Funds’ Returns
Dollar-weighted returns make the case for ‘less is more’ when it comes to trading.
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2 weeks ago
18 minutes 40 seconds

Investing Insights
The US Dollar Is Weak. Is Your Portfolio at Risk?
Plus, how optimism about Tesla highlights what’s going on in the broader market.
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3 weeks ago
16 minutes 4 seconds

Investing Insights
2025’s Winners and Losers, from Gold to Small Cap Stocks to the 60/40 Portfolio
Plus, how patient investors can find opportunities in the financial services sector.
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1 month ago
21 minutes 39 seconds

Investing Insights
The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.
As US mega-cap tech stocks soar, investors can look to small caps and international markets for diversification.
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1 month ago
13 minutes 11 seconds

Investing Insights
New Crypto ETFs Are Coming. Here's How Investors Can Prepare
Also, the market may be entering a “melt-up,” and why that could be dangerous for investors.
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1 month ago
19 minutes 49 seconds

Investing Insights
How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4
Plus, a look at Nvidia’s potentially record-breaking AI investment.
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1 month ago
23 minutes 33 seconds

Investing Insights
Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps
Plus, a look at the lagging performance of healthcare and consumer defensive stocks.
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2 months ago
14 minutes 49 seconds

Investing Insights
Should You Hold Cash Investments After the Fed Cuts Interest Rates?
Plus, how investors should think about Oracle’s phenomenal outlook.
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2 months ago
18 minutes 26 seconds

Investing Insights
What You Need to Know Before Choosing a Stock ETF
Watch out for these hidden risks, particularly in funds with fewer holdings.
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2 months ago
13 minutes 55 seconds

Investing Insights
Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors
Also, how Morningstar CEO Kunal Kapoor is thinking about the AI boom.
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2 months ago
18 minutes

Investing Insights
Do Dividend Stocks Benefit From Non-US Revenue?
Plus, Morningstar CEO Kunal Kapoor discusses how he’s elevating his mission to empower investors.
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2 months ago
21 minutes 44 seconds

Investing Insights
This Classic Investment Strategy Is Still Alive in 2025
A look at the 60/40 portfolio performance this year and whether another strategy is better.
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3 months ago
14 minutes 48 seconds

Investing Insights
These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?
A look at Morningstar Medalists from Vanguard, Fidelity, and others with cheap fees and strong performance.
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3 months ago
11 minutes 33 seconds

Investing Insights
Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?
Also, four top ETFs and how this speculative asset is faring against another popular hedge.
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3 months ago
12 minutes 25 seconds

Investing Insights
Why Bonds Belong in Your Diversified Portfolio (Even Now)
Plus, the optimal fixed-income allocation in a high interest-rate environment.
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3 months ago
18 minutes 7 seconds

Investing Insights
Covered-Call ETFs Are Booming. But Not All Yield Is Good
These popular vehicles produce higher income—at a cost. Here’s what to know about the trade-offs, plus one solid choice for investors.
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4 months ago
13 minutes 44 seconds

Investing Insights
This Dividend Investing Strategy Deserves a Second Look
Plus, important tax considerations to keep in mind.
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4 months ago
14 minutes 36 seconds

Investing Insights
Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?
Plus, 3 European stocks picks that are undervalued today.
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4 months ago
15 minutes 52 seconds

Investing Insights
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.