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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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28 episodes
weekly
Avg 50 min
English

Episodes 28

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Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

#371
May 12 · 48 min
Ben Carlson: Exploring Risk and Reward
The author of a new book about investing discusses the ‘automatic investing revolution’, what investors can learn from past bubbles, and the role of complacency in today’s market environment.
#370
May 5 · 55 min
Amit Wadhwaney: ’Buying Cheap Has a Number of Attractions’
The international value investor and Moerus co-founder on the importance of conviction, survivability, risk aversion, industry structure, and opportunities for value investors in today’s market.
#369
April 28 · 59 min
Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy
The noted economist on the impact of supply shocks, the origins of the Sahm rule, why she thinks the Fed will remain in a holding pattern on rates, and more.
#368
April 21 · 47 min
Michael Gates: Why More Advisors Are Migrating to Model Portfolios
BlackRock’s head of model portfolio solutions for the Americas and lead portfolio manager for target-allocation models discusses the growth of model portfolios, the current macroeconomic and market environment, and recent refinements to the risks his team is taking.
#367
April 14 · 43 min
Harry Margolis: How to Confront Aging Challenges Head-On
An eldercare attorney discusses how older adults can navigate estate-planning decisions, common misconceptions about long-term care, and why age 75 is a prime time to reassess housing choices.
#366
April 7 · 55 min
Wade Pfau: Higher Bond Yields Are a Plus for Retirees
The retirement researcher weighs in on in-retirement asset allocation and the best ways to address sequence risk and shares his favorite retirement-spending system and longevity calculator.
#365
March 31 · 43 min
Pat Dorsey: Economic Moats and More
Morningstar’s former head of equity research on what investors get wrong with moats, what to look for in company management, why quantitative screens are less useful than they were, and the process he uses to filter out signal versus noise.
#364
March 24 · 52 min
Bill Yount: How Late Starters Can Find Financial Independence
A high earner chronicles his ‘trifecta of financial mistakes’ and finding his financial footing after age 50.

Showing 21–28 of 28 episodes