Podcast Episodes
Back to SearchThe Morning Filter: 5 Rallying Stocks to Buy in June While They’re Still Undervalued
Today on The Long View, we’re featuring an episode from another Morningstar podcast, The Morning Filter, which you can subscribe to on Apple podcasts or wherever you get your podcasts.
Every Monday, S…
Published on 4 months ago
Paul Ashworth: ‘Forecasting Is Difficult at the Best of Times, and This Is not the Best of Times’
Episode 325
Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Dr. Paul Ashworth. Paul serves as Chief North America Economist at Capital Economics. H…
Published on 4 months, 1 week ago
Ben Felix: Rational Reminders for Good Financial Decisions
Episode 323
Our guest on the podcast today is Ben Felix. Ben is chief investment officer for PWL Capital, a Canadian wealth management firm. He also co-hosts the Rational Reminder podcast and is the host of a Yo…
Published on 4 months, 2 weeks ago
Jason Zweig: Revisiting ‘The Intelligent Investor’
Episode 322
On this week’s episode, we’re pleased to welcome back returning guest, Jason Zweig. Jason writes the “Intelligent Investor” column in The Wall Street Journal and has published a number of popular and…
Published on 4 months, 3 weeks ago
Arunma Oteh: ‘A Lot of Innovations That Are Very Important to Society Have Come Out of Development Banks’
Episode 320
Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Arunma Oteh, currently of the University of Oxford Saïd Business School. Arunma is a fo…
Published on 5 months, 1 week ago
Daniel Rasmussen: ‘Be Very Wary of Illiquid Asset Classes’
Episode 319
Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Daniel Rasmussen. He’s the founder and portfolio manager of Verdad Advisers, a hedge fu…
Published on 5 months, 2 weeks ago
David Booth: ‘Usually the Great Ideas Start Out as Small Ideas and Then You Build on Them’
Episode 316
Our guest on the podcast today is David Booth. He’s the Chairman of Dimensional Fund Advisors, a firm he founded in 1981. David led Dimensional as CEO and later Co-CEO until 2017, when he stepped bac…
Published on 5 months, 3 weeks ago
Cullen Roche: What Tariffs Mean for Your Portfolio
Episode 318
Today on the podcast we welcome back Cullen Roche. Cullen is the founder and chief investment officer of the Discipline Funds, which manages the Discipline Fund ETF. In addition, he heads up Orcam Gr…
Published on 5 months, 4 weeks ago
Vincent Montemaggiore: ‘The Two Best Defenses Against Tariffs Are a High-Gross Profit Margin and Pricing Power’
Episode 317
Our guest this week is Vincent Montemaggiore. Vince is a portfolio manager at Fidelity where he manages the Overseas Fund. The strategy is highly regarded by Morningstar’s manager research team. Prio…
Published on 6 months ago
Jean Chatzky: What Women Need to Do Differently With Their Money
Episode 315
Today on the podcast, we welcome back Jean Chatzky. Jean is the CEO of HerMoney.com and host of the podcast, HerMoney with Jean Chatzky. She has served as the financial editor of NBC Today for 25 yea…
Published on 6 months, 1 week ago