Podcast Episodes

Worried About Inflation? What to Know Before Buying TIPS ETFs

Episode 326

Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-prot…

Published on 4 months, 2 weeks ago

Market Volatility: The Trade Deals That Could Calm Wall Street

Episode 325

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import t…

Published on 4 months, 3 weeks ago

Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans. Here's What We're Watching For.

Episode 323

Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year’s Berkshire Hathaway annual meeting. Warre…

Published on 5 months ago

Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Episode 322

Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial…

Published on 5 months, 1 week ago

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Episode 321

Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are rising during the current market volatility. Arnott ex…

Published on 5 months, 2 weeks ago

Market Volatility: What Lies Ahead in Trump's Trade War

Episode 320

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this mar…

Published on 5 months, 3 weeks ago

Market Volatility: What to Watch in Q2 After Big Swings in Q1

Episode 319

Sarah Hansen, Morningstar Inc. senior markets reporter, discusses the market volatility in the first quarter of 2025 and the portfolio strategy that paid off for investors.

What’s the Difference Betwe…

Published on 5 months, 4 weeks ago

Does It Pay to Copy Congress' Stock Trades?

Episode 318

Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might b…

Published on 6 months ago

Can Healthcare Stocks Keep Outperforming the Market?

Episode 317

Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors.  

Key Takeaways:

Why…

Published on 6 months, 1 week ago

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk

Episode 316

Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off.

What is the Downs…

Published on 6 months, 2 weeks ago