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

Feb 26, 2020 · 46 min
Sallie Krawcheck: 'Companies Should Do Better'
The Ellevest founder discusses how advisors fail their female clients, the lack of gender diversity in financial services, and why firms should be working to close the gender pay gap.
Feb 19, 2020 · 50 min
Annamaria Lusardi: 'Financial Education Works'
A noted researcher discusses the state of financial literacy in the U.S., the connection with income inequality, and what works with financial education.
Feb 12, 2020 · 56 min
Jeff Levine: Cracking the New Retirement Code
The tax- and financial-planning specialist weighs in on how sweeping new legislation affects IRA withdrawals, charitable giving, 401(k) plans, and more.
Feb 5, 2020 · 46 min
Ben Carlson: How Not to Get Scammed
The popular blogger at 'A Wealth of Common Sense' examines some of the most notorious financial scams and the lessons they impart in his new book, 'Don't Fall for It.
Jan 29, 2020 · 1 hr 1 min
Will Danoff: Succeeding at Scale
Fidelity Contrafund's longtime star manager on why he runs money, how his definition of "edge" has evolved, the best way to engage with analysts and company management, and more.
Jan 22, 2020 · 52 min
Jon Hale: ESG Is a Paradigm Shift
Our global ESG research leader on how sustainable investing has evolved and what comes next as it goes mainstream.
Jan 15, 2020 · 41 min
Chris Mamula: What Young Retirees Need to Know
A leading blogger discusses some common misconceptions about the FIRE movement, as well as lifestyle and financial considerations for young retirees.
Jan 8, 2020 · 51 min
John Rekenthaler: Fund Manager Financial Incentives Are Irrelevant
Morningstar's columnist reflects on his decades of analyzing and writing about the mutual fund, retirement, and financial advice industries.
Dec 30, 2019 · 31 min
The Best of The Long View Podcast: Conversations with Financial Advisors and Retirement Researchers
We highlight some of the most indelible moments from our newest podcast.
Dec 23, 2019 · 41 min
The Best of The Long View Podcast: Conversations with Portfolio Managers
We highlight some of the most indelible moments from our newest podcast.
Dec 18, 2019 · 50 min
Moira Somers: How to Give Financial Advice That People Will Actually Take
A neuropsychologist discusses why clients don't do what their financial advisors tell them to do--and how advisors can improve upon that.
Dec 11, 2019 · 44 min
John Lynch: Rethinking Financial Education
A noted researcher and consumer advocate discusses why so many financial literacy efforts don't improve outcomes--and what they could do better.
Dec 4, 2019 · 1 hr 1 min
Gus Sauter: Efficient Markets Are a Good Thing
Vanguard's retired global CIO riffs on indexing, market efficiency, governance, alternative investing, and more in this wide-ranging conversation.
Nov 27, 2019 · 55 min
Jeffrey Brown: Saving for Retirement 'Only Half the Puzzle'
The noted retirement researcher explores 401(k)s, "the annuity puzzle," long-term care, and Social Security.
Nov 20, 2019 · 58 min
Charles de Vaulx: Why Value Investing Has Slumped but Will Rebound
A value-investing maven explains why bargain-hunting has lagged.
Nov 13, 2019 · 50 min
Barbara Roper: 'Protections Have Been Under Attack'
A leading consumer advocate discusses whether small investors should have access to private markets, fee trends, and how recent financial-advisor regulation falls short.
Nov 6, 2019 · 53 min
Dennis Lynch: 'Have a Growth Mindset and Be Willing to Learn New Things'
An accomplished growth investor, Lynch explains how his team seeks to gain an edge, susses out the difference between innovation and mission creep, and applies different frameworks to mitigate biases and errors.
Oct 30, 2019 · 55 min
Meir Statman: 'We Are All Normal'
The behavioral finance expert discusses what our financial choices say about us and whether investors' decisions are becoming more rational.
Oct 23, 2019 · 53 min
Dana Emery: You're Not Getting a Valuation Discount for Free
The Dodge & Cox CEO and bond-fund manager on overseeing a fundholder-friendly firm and why she believes in an active approach to fixed-income investing.
Oct 16, 2019 · 57 min
Ben Johnson: Index Funds Are Not 'Zombie Investors'
Morningstar's director of global ETF research on fee wars, performance-chasing investors, and whether passive funds are doing their fair share for corporate governance.

The Long View

Sallie Krawcheck: 'Companies Should Do Better'

Annamaria Lusardi: 'Financial Education Works'

Jeff Levine: Cracking the New Retirement Code

Ben Carlson: How Not to Get Scammed

Will Danoff: Succeeding at Scale

Jon Hale: ESG Is a Paradigm Shift

Chris Mamula: What Young Retirees Need to Know

John Rekenthaler: Fund Manager Financial Incentives Are Irrelevant

The Best of The Long View Podcast: Conversations with Financial Advisors and Retirement Researchers

The Best of The Long View Podcast: Conversations with Portfolio Managers

Moira Somers: How to Give Financial Advice That People Will Actually Take

John Lynch: Rethinking Financial Education

Gus Sauter: Efficient Markets Are a Good Thing

Jeffrey Brown: Saving for Retirement 'Only Half the Puzzle'

Charles de Vaulx: Why Value Investing Has Slumped but Will Rebound

Barbara Roper: 'Protections Have Been Under Attack'

Dennis Lynch: 'Have a Growth Mindset and Be Willing to Learn New Things'

Meir Statman: 'We Are All Normal'

Dana Emery: You're Not Getting a Valuation Discount for Free

Ben Johnson: Index Funds Are Not 'Zombie Investors'