The Long View

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

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.

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384 episodes
Updated Tuesday

Episodes384

Newest first

Nov 25, 2020 · 55 min
Adley Bowden: Key Trends and Developments in Private Markets
The PitchBook vice president of market analysis discusses private equity investing, private market interest and performance, and the impacts of the pandemic on the industry.
Nov 18, 2020 · 54 min
Larry Swedroe: 'The Pool of Victims' Is Expanding
The author and financial expert discusses factor investing, fixed income and retirement planning, as well as trends in ESG investing.
Nov 11, 2020 · 53 min
Ramit Sethi: 'What Is Your Rich Life?'
The author and financial expert discusses retirement and income security, debt, and the framework behind having a rich life.
Nov 4, 2020 · 50 min
Tim Maurer: Personal Finance Is More Personal Than It Is Finance
The financial advisor and author discusses his views on financial life planning, the future of financial advice, and saving for higher education.
Oct 28, 2020 · 50 min
Peter Hayes: Surveying the Municipal Bond Landscape
BlackRock’s head of muni-bond investing on how states and municipalities are faring, where stimulus is most needed, and risks and opportunities investors face.
Oct 21, 2020 · 47 min
Kerry Hannon: Remote Work Trend Benefits Older Workers
The author and retirement expert discusses remote work during and after the pandemic, employment for midlife and older workers, and financial advice for women.
Oct 14, 2020 · 48 min
Karsten Jeske: Cracking the Code on Retirement Spending Rates
The founder of the EarlyRetirementNow website and member of the FIRE community speaks about his experiences and thoughts on retiring early.
Oct 7, 2020 · 47 min
Lazetta Rainey Braxton: Financial Planning for 'The Rest of Us'
A leading financial advisor discusses her digital-only firm, their diverse population of clients, and how to make the advisory profession more inclusive.
Sep 30, 2020 · 55 min
Brian Portnoy: Balancing Returns with Simplicity, Financial Independence, and Peace of Mind
The author and financial-wellness advisor discusses ‘funded contentment,’ financial education, and the behavioral finance behind it all.
Sep 23, 2020 · 42 min
Michael Reckmeyer and Matthew Hand: How to Protect Downside Amid Lofty Valuations and Paltry Yields
Two Wellington Management portfolio managers discuss how they manage risk at Vanguard Wellesley Income, why they’ve taken a liking to busted growth stocks, and where they’re finding durable sources of income.
Sep 16, 2020 · 55 min
Karen Andersen: The Race for a COVID-19 Vaccine
The Morningstar healthcare strategist discusses the latest on COVID-19, including virus forecasts and vaccine updates from the leading biotech and pharma companies.
Sep 9, 2020 · 46 min
Steve Vernon: 'Older Workers Become Targets' in Tough Economic Environments
The retirement researcher and author discusses the benefits and challenges of working longer, the health of Social Security, and what longevity means for retirees' plans.
Sep 2, 2020 · 57 min
Jim Dahle: 'Income Is Not Wealth'
The 'White Coat Investor' discusses how high earners can avoid lifestyle creep and why a minimalist approach to investing is best.
Aug 26, 2020 · 51 min
Steve Romick: 'We Think Defensively'
The longtime manager of FPA Crescent Fund talks balancing risk and reward in the COVID-era, why he's not holding even more cash, the case for Wells Fargo, and more.
Aug 19, 2020 · 48 min
Ed Slott: Act Now on Historically Low Tax Rates
The tax- and retirement-planning expert discusses SECURE and CARES Act implications for charitable giving and estate planning, the pause on RMDs, and why 2020 is shaping up as an ideal year for Roth conversions.
Aug 11, 2020 · 53 min
Pramod Atluri: 'When This Storm Hit, It Hit Fast, and It Hit Hard'
The Capital Group fund manager discusses where bond investors are getting paid to take risk today and the role of bonds in an ultra-low-yield world.
Aug 5, 2020 · 58 min
Burton Malkiel: 'I Am Not a Big Fan of ESG Investing'
The influential author and researcher shares his views on retirement income, asset allocation, equity valuations, whether indexing has gotten too big, and more.
Jul 29, 2020 · 51 min
Ben Inker: 'The Portfolio We're Running Today Is Abnormal Even for Us'
GMO’s head of asset allocation discusses value’s underperformance, why a 60/40 portfolio is apt to be a losing proposition after inflation, and what the market is missing about emerging-markets value.
Jul 22, 2020 · 47 min
Jerome Clark: 'We Tend to Become Myopic in a Bear Market'
The manager of T. Rowe Price's target-date series discusses the firm's more stock-heavy allocations, how target-date funds keep investors in their seats, and the puzzle of retirement decumulation.
Jul 15, 2020 · 54 min
Jamie Hopkins: How Low Bond Yields, Recession Impact Retirement Planning
A noted retirement specialist discusses the benefits and challenges of working longer, the virtues of Roth assets, and building retirement portfolios to last.

The Long View

Adley Bowden: Key Trends and Developments in Private Markets

Larry Swedroe: 'The Pool of Victims' Is Expanding

Ramit Sethi: 'What Is Your Rich Life?'

Tim Maurer: Personal Finance Is More Personal Than It Is Finance

Peter Hayes: Surveying the Municipal Bond Landscape

Kerry Hannon: Remote Work Trend Benefits Older Workers

Karsten Jeske: Cracking the Code on Retirement Spending Rates

Lazetta Rainey Braxton: Financial Planning for 'The Rest of Us'

Brian Portnoy: Balancing Returns with Simplicity, Financial Independence, and Peace of Mind

Michael Reckmeyer and Matthew Hand: How to Protect Downside Amid Lofty Valuations and Paltry Yields

Karen Andersen: The Race for a COVID-19 Vaccine

Steve Vernon: 'Older Workers Become Targets' in Tough Economic Environments

Jim Dahle: 'Income Is Not Wealth'

Steve Romick: 'We Think Defensively'

Ed Slott: Act Now on Historically Low Tax Rates

Pramod Atluri: 'When This Storm Hit, It Hit Fast, and It Hit Hard'

Burton Malkiel: 'I Am Not a Big Fan of ESG Investing'

Ben Inker: 'The Portfolio We're Running Today Is Abnormal Even for Us'

Jerome Clark: 'We Tend to Become Myopic in a Bear Market'

Jamie Hopkins: How Low Bond Yields, Recession Impact Retirement Planning