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

Jul 8, 2020 · 54 min
Mary Beth Franklin: To Fix Social Security, 'Everybody Is Going to Have to Be Unhappy'
The retirement columnist and Social Security guru discusses the pandemic's implications for retirement planning and how to ensure Social Security's solvency into the future.
Jul 1, 2020 · 49 min
Michelle Singletary: 'You Need Diversity'
The author and Washington Post columnist discusses the personal-finance effects of the pandemic, the racial wealth gap, and how the financial-services industry can better serve a diverse population.
Jun 24, 2020 · 56 min
Mary Ellen Stanek: Hitting for Singles and Doubles in the Bond Market
An accomplished fixed-income investor on managing through the coronavirus, the economic outlook, and the state of muni credit.
Jun 17, 2020 · 53 min
Jonathan Guyton: What the Crisis Means for Retirement Planning
A noted retirement researcher and financial planner discusses the benefits of Treasuries in retirement, putting guardrails around withdrawals, and why discretionary funds work.
Jun 10, 2020 · 47 min
Jon Stein: 'Free Trading Is Actually Going to Cost You'
The Betterment founder and CEO on evolving beyond robo-advice, client behavior during the recent market swoon, and deterring harmful trading activity.
Jun 3, 2020 · 47 min
Tanja Hester: The Pandemic Will Stoke Interest in Early Retirement
A leading voice in the 'financial independence, retire early' movement reflects on the path she’s taken to achieving a 'work optional' life.
May 27, 2020 · 55 min
Charley Ellis: Why Active Investing Is Still a Loser's Game
The prolific author and investment consultant weighs in whether indexing has gotten too large, Vanguard's foray into private equity, and the spots where active management might still work.
May 20, 2020 · 50 min
Rick Rieder: Nobody Has Ever Seen Anything Like This
The prominent manager of BlackRock Global Allocation Fund addresses the COVID-19 pandemic's macroeconomic impacts and their implications for asset allocation and investing.
May 13, 2020 · 42 min
Carl Richards: 'Let's Focus on Being a Little Less Wrong Tomorrow'
'The Sketch Guy' discusses the value of asking the right questions, how placing small bets is less daunting than setting goals, and finding 'enough.'
May 6, 2020 · 50 min
Moshe Milevsky: How to Lower Retirement Risk at a Turbulent Time
A pioneering researcher on the role of human capital in financial planning, the importance of biological age to retirement planning, the role of annuities and tontines in hedging longevity risk, and more.
Apr 29, 2020 · 54 min
Wade Pfau: The 4% Rule Is No Longer Safe
The noted retirement researcher discusses how pre-retirees and retirees can adjust their plans in times of market stress.
Apr 22, 2020 · 51 min
Brigitte Madrian: 'Inertia Can Actually Be a Helpful Thing'
A leading behavioral researcher discusses the importance of setting the right retirement-plan defaults and how the current crisis puts urgency around "rainy day accounts."
Apr 15, 2020 · 54 min
Chris Davis: Banking on Boring, Reliable Franchises
The manager of the Davis NY Venture fund offers his thoughts on how best to sift for bargains post-sell-off, his team’s fondness for financial stocks, and why Berkshire hasn’t made any acquisitions yet.
Apr 8, 2020 · 44 min
Dan Fuss: It's Too Early to Relax
A veteran bond manager compares the current economic and market crisis to previous ones and reflects on the attractiveness of various asset classes at this juncture.
Apr 1, 2020 · 55 min
Fran Kinniry: Applying the Vanguard Approach to Private Equity
The leader of Vanguard's initiative to offer private equity investing discusses his views on private equity's role in a portfolio, how Vanguard will structure its offering, and why the firm is bringing it out now.
Mar 25, 2020 · 50 min
A Conversation With the Sequoia Fund’s Managers
Two members of the Sequoia Fund’s investment committee open up about the firm’s culture, why the portfolio is more fully invested than before, Berkshire, and more.
Mar 23, 2020 · 34 min
Mohamed El-Erian: 'We Did Not Prepare for Something As Severe As What We’re Facing’
Allianz’s chief economic advisor on how to address economic 'sudden stops,' the correct fiscal and monetary policy response to the coronavirus, and the outlook ahead.
Mar 18, 2020 · 45 min
Chuck Bath: The Evolution of a Value Investor
The noted Diamond Hill manager discusses the shorter durations of competitive advantages, how low inflation has curbed firms' pricing power, and what he considers to be the market's 'sweet spot.'
Mar 11, 2020 · 51 min
Lawrence Hamtil: The Virtues of Sin (Stocks)
A contrarian financial advisor delves into his provocative research on the influence of sector weightings on stock returns, value's slump, equal-weighting, and the low-volatility phenomenon.
Mar 4, 2020 · 59 min
Nicole Boyson: How to Spot Financial Advisor Conflicts of Interest
An academic's take on financial advisor conflicts that can leave investors saddled with costly, underperforming funds. We also touch on hedge fund activism, financial contagion, and female portfolio managers.

The Long View

Mary Beth Franklin: To Fix Social Security, 'Everybody Is Going to Have to Be Unhappy'

Michelle Singletary: 'You Need Diversity'

Mary Ellen Stanek: Hitting for Singles and Doubles in the Bond Market

Jonathan Guyton: What the Crisis Means for Retirement Planning

Jon Stein: 'Free Trading Is Actually Going to Cost You'

Tanja Hester: The Pandemic Will Stoke Interest in Early Retirement

Charley Ellis: Why Active Investing Is Still a Loser's Game

Rick Rieder: Nobody Has Ever Seen Anything Like This

Carl Richards: 'Let's Focus on Being a Little Less Wrong Tomorrow'

Moshe Milevsky: How to Lower Retirement Risk at a Turbulent Time

Wade Pfau: The 4% Rule Is No Longer Safe

Brigitte Madrian: 'Inertia Can Actually Be a Helpful Thing'

Chris Davis: Banking on Boring, Reliable Franchises

Dan Fuss: It's Too Early to Relax

Fran Kinniry: Applying the Vanguard Approach to Private Equity

A Conversation With the Sequoia Fund’s Managers

Mohamed El-Erian: 'We Did Not Prepare for Something As Severe As What We’re Facing’

Chuck Bath: The Evolution of a Value Investor

Lawrence Hamtil: The Virtues of Sin (Stocks)

Nicole Boyson: How to Spot Financial Advisor Conflicts of Interest