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The Long View
Morningstar
355 episodes
2 days ago
Expand your investing horizons and look to the long term. Join hosts Christine Benz, Amy C. Arnott, and Ben Johnson as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
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All content for The Long View 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.
Expand your investing horizons and look to the long term. Join hosts Christine Benz, Amy C. Arnott, and Ben Johnson as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
Show more...
Investing
Business,
Careers,
Entrepreneurship
Episodes (20/355)
The Long View
Cullen Roche: What Is Your Perfect Portfolio?
The financial strategist and author discusses key principles for assembling a successful portfolio, concentration risk in the US market today, and why he’s an evangelist for ‘defined-duration’ investing.
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2 days ago
59 minutes 8 seconds

The Long View
Best of The Long View 2025: Financial Planning and Retirement
Some of our favorite clips from interviews with authors, financial planners, and retirement researchers over the past year.
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1 week ago
33 minutes 19 seconds

The Long View
Best of The Long View 2025: Investing
Some of our favorite clips from interviews with portfolio managers, economists, and investment researchers.
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2 weeks ago
50 minutes 42 seconds

The Long View
Lyle Fitterer: The State of the Municipal Bond Market Today
A veteran manager assesses which parts of the muni market appear attractive, the pros and cons of buying individual munis, and which municipalities he’s avoiding.
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3 weeks ago
57 minutes 23 seconds

The Long View
Joy Loverde: Planning Ahead for Care Needs as You Get Older
The author, speaker, and family caregiver on aging successfully, new options for housing later in life, navigating family relationships, and more.
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1 month ago
51 minutes 49 seconds

The Long View
Mark Higgins: Financial History Is More Relevant Than People Think
The author and investment advisor on the danger of chronic deficits, the importance of central bank independence, warning signs in private credit, and why he’s still optimistic about America’s future.
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1 month ago
51 minutes 30 seconds

The Long View
The Morning Filter: Why 2026 Could Be a Breakout Year for Dividend Stocks
Plus, several undervalued stocks to buy with stable dividends.
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1 month ago
26 minutes 18 seconds

The Long View
Eric Jacobson: The Entire Face of the Bond Market Has Changed
A seasoned analyst opines on active fixed-income management, private debt investments, and the evolution of an asset class.
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1 month ago
52 minutes 26 seconds

The Long View
Dan Haylett: ‘The Retirement You Didn’t See Coming’
The author, podcast host, and financial advisor discusses how to avoid a letdown after retirement, how retired couples can find harmony, and other secrets to maximizing well-being later in life.
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1 month ago
55 minutes 13 seconds

The Long View
Callie Cox: A Student Teacher of Financial Markets
Ritholtz Wealth Management’s chief market strategist shares her framework for sussing out signal from market noise, her take on AI’s long-term impact on the economy and markets, and investing lessons learned from her own personal experience.
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1 month ago
50 minutes 2 seconds

The Long View
Beth Pinsker: Lessons From ‘My Mother’s Money’
The journalist and author shares her personal story and gives practical tips for helping a parent through healthcare and financial challenges.
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2 months ago
53 minutes 39 seconds

The Long View
Doug and Heather Boneparth: How Couples Can Find Financial Harmony
The authors of a new book about money and relationships discuss the importance of understanding each partner’s money history and definition of ‘enough.’
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2 months ago
54 minutes 35 seconds

The Long View
Carl Richards: The Case for ‘Deeply Human’ Financial Advice
The author and advisor to financial advisors discusses some of his favorite money-related sketches, the ‘fake advice industry,’ and how to have better conversations about money.
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2 months ago
57 minutes 23 seconds

The Long View
Mike Pyle: Looking for Uncorrelated Sources of Return
An investor and policymaker emphasizes the importance of alternative strategies in an uncertain macro environment.
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2 months ago
44 minutes 42 seconds

The Long View
Barry Ritholtz: ‘How Not to Invest’
The prolific writer, host, and investor tells us why he has no plans to stop.
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3 months ago
1 hour 6 minutes 16 seconds

The Long View
Kerry Hannon: What Gen Xers Need to Know About Their Retirement Plans
The author and ‘workplace futurist’ discusses how people born between 1965-80 can improve their retirement wherewithal, the viability of Social Security for this generation, and the benefits and limitations of working longer.
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3 months ago
51 minutes 22 seconds

The Long View
Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like’
A financial advisor and retirement blogger discuss the key phases of retirement, structuring portfolios for drawdown, and how retirees can give themselves ‘permission to spend.’
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3 months ago
58 minutes 40 seconds

The Long View
Larry Jacobson: ‘The Good Things in Our Life Are What Get in the Way of Great Things’
The author and adventure sailor on thinking big, changing your life course, and managing the transition into retirement.
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3 months ago
48 minutes 1 second

The Long View
Scott Bondurant: Why Mean Reversion Means Your Portfolio Should Have More Stocks
The financial advisor and adjunct professor discusses elevated equity valuations, the limitations of random-walk assumptions, and why bonds are riskier than you might think.
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4 months ago
53 minutes 7 seconds

The Long View
Joe Davis: How to Capitalize on ‘Megatrends’
Vanguard’s global chief economist handicaps the odds of recession and higher inflation and discusses how investors can thrive in an era of AI, aging populations, and a rising US deficit.
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4 months ago
55 minutes 51 seconds

The Long View
Expand your investing horizons and look to the long term. Join hosts Christine Benz, Amy C. Arnott, and Ben Johnson as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.