Podcast Episodes

Carl Richards: The Case for ‘Deeply Human’ Financial Advice

Episode 342

Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast we welcome back Carl Richards, who’s the author of a n…

Published on 11 hours ago

Mike Pyle: Looking for Uncorrelated Sources of Return

Episode 341

Our guest this week is Mike Pyle of BlackRock. Mike is managing director and deputy head of the Portfolio Management Group, which encompasses BlackRock’s fundamental and systematic investing teams ac…

Published on 1 week ago

Barry Ritholtz: ‘How Not to Invest’

Episode 340

Today on the podcast, we’re welcoming Barry Ritholtz. He’s co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, a firm that was launched in 2013. He’s the creator and hos…

Published on 2 weeks ago

Kerry Hannon: What Gen Xers Need to Know About Their Retirement Plans

Episode 339

Our guest on the podcast today is Kerry Hannon. Kerry is a senior columnist and on-air expert for Yahoo Finance and writes about retirement, jobs, career transitions, entrepreneurship, leadership, an…

Published on 3 weeks ago

Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like’

Episode 338

Today on the podcast, we welcome back two previous guests. Dana Anspach is the founder and CEO of the financial planning firm, Sensible Money, based in Scottsdale, Arizona, and she has been practicin…

Published on 4 weeks ago

Larry Jacobson: ‘The Good Things in Our Life Are What Get in the Way of Great Things’

Episode 337

Our guest on the podcast today is author and retirement coach, Larry Jacobson. Larry is the author of a book called Your Ideal Retirement Workbook, A Step-by-Step Guide to Retiring With Purpose and F…

Published on 1 month ago

Scott Bondurant: Why Mean Reversion Means Your Portfolio Should Have More Stocks

Episode 336

Our guest on the podcast today is Scott Bondurant. Scott is the founder and chief investment officer of Bondurant Investment Advisory, a registered investment advisor based in the Chicago suburbs. He…

Published on 1 month, 1 week ago

Joe Davis: How to Capitalize on ‘Megatrends’

Episode 335

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Our guest on the podcast today is Joe Davis, global chief economist at Vanguard and gl…

Published on 1 month, 2 weeks ago

Neil Shearing: The World Isn’t Deglobalizing; It’s Fracturing

Episode 334

Our guest this week is Neil Shearing. Neil is Group Chief Economist at Capital Economics and the author of a new book, The Fractured Age: How the Return of Geopolitics Will Splinter the Global Econom…

Published on 1 month, 3 weeks ago

Lawrence Lam: ‘The Types of Companies That Attract Me Are Founder-Led and Profitable’

Episode 333

Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Lawrence Lam. Lawrence is managing director and founder of Lumenary Investment Manageme…

Published on 2 months ago