Podcast Episodes
Back to SearchWhen Will the Fed Finally Cut Rates?
Episode 252
Interest rates could likely be coming down, we discuss when, and we also talk about how much an ETF costs. And as the Magnificent Seven results start…
2 years, 7 months ago
Could Company 401(k)s Go the Way of IBM?
Episode 251
John Rekenthaler, vice president of research for Morningstar Research Services, discusses IBM’s 401(k) plan change and why many workers would want so…
2 years, 7 months ago
Why Now Is the Time for Value Investing
Episode 250
Sarah Hansen, Morningstar Inc markets reporter, talks about different scenarios that could provide a boost to value investing in 2024. Bryan Armour, …
2 years, 8 months ago
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
Episode 249
Sean Dunlop, an equity analyst for Morningstar Research Services, talks about how some restaurants are using artificial intelligence to tailor their …
2 years, 8 months ago
Betting Big on Stocks Rarely Beats Boring Investing
Episode 248
Jack Shannon, a senior manager research analyst for Morningstar Research Services, explains why some active fund managers’ bets on their highest conv…
2 years, 8 months ago
5 Pieces of Good News for Investors as 2023 Wraps Up
Episode 247
Tom Lauricella, Morningstar Inc’s global markets editor and Smart Investor newsletter editor, discusses some of this year’s biggest headlines includi…
2 years, 9 months ago
Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone
Episode 246
Sarah Hansen, Morningstar Inc markets reporter, discusses why optimism and worry loom over the holiday shopping season. Gregg Warren, strategist for …
2 years, 9 months ago
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
Episode 245
With interest rates likely to stay on the higher side, investors should realize that there is money to be made in rates staying higher for longer, an…
2 years, 9 months ago
Timing the Market Doesn’t Work — We Did the Math
Episode 244
Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, explains why market-timing underperforms a hands-off strategy…
2 years, 9 months ago
Make the Most of Your HSA Benefits and Investments in 2024
Episode 242
Margaret Giles, Morningstar Inc editor, discusses how to use HSA benefits and the 2024 HSA contribution limits. Greg Carlson, Morningstar Research Se…
2 years, 9 months ago