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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

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.

Jun 30

Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’

Today on the podcast, we’re delighted to welcome back Jeremy Grantham to discuss his book, The Making of a Permabear: The Perils of Long-term Investing in a Short-term World, which he co-authored with Edward Chancellor. Jeremy is the long-term investment s...

Jun 23

Will Danoff: ‘Be Very Careful of Unprofitable Companies’

We’re taping this podcast live at the Morningstar Investment Conference, where we’re delighted to be joined by Fidelity’s Will Danoff. Will runs a number of Fidelity equity strategies, the best known of which is Fidelity Contrafund FCNTX, a mutual fund he’...

Jun 16

Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces

Today’s guests are Morningstar’s Brian Moriarty and Jack Shannon. Brian is a principal, fixed-income strategies, for Morningstar. Before assuming his current role in 2015, Brian was a client solutions consultant for Morningstar Office, a practice and portf...

Jun 09

Kathleen Rehl: Helping Widows and the Advisors Who Serve Them

Our guest on the podcast today is Kathleen Rehl. Kathleen is an author, educator, speaker, and certified financial planner dedicated to empowering widows financially and guiding the professionals who support them. She operated her own planning firm for 18 ...

Jun 02

Don Phillips: Encouraging Better Outcomes for Investors

Our guest on the podcast today is Don Phillips. Don is a managing director for Morningstar. He joined the company in 1986 as its first mutual fund analyst and soon became editor of the flagship print publication Morningstar Mutual Funds, establishing the e...

May 26

Adam Grossman: Asset Allocation Is an Investor’s Best Defense

Our guest on the podcast today is Adam Grossman. Adam’s the founder of Mayport, a fixed-fee wealth management firm. He’s also a regular contributor to Humble Dollar, the website founded by late financial writer Jonathan Clements. Before founding Mayport, A...

May 19

Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’

Listen Now: Listen and subscribe to Morningstar’s The Long View from your mobile device: Apple Podcasts | Spotify Our guest on the podcast today is William Bengen. Bill has been a prolific researcher of retirement planning matters over his career, and he ...

May 12

Ben Carlson: Exploring Risk and Reward

Listen Now: Listen and subscribe to Morningstar’s The Long View from your mobile device: Apple Podcasts | Spotify Today on the podcast, we welcome back Ben Carlson, who’s the author of a new book called Risk and Reward. Ben is the director of institutiona...

May 05

Amit Wadhwaney: ’Buying Cheap Has a Number of Attractions’

Today’s guest on The Long View is Amit Wadhwaney, portfolio manager and co-founder at Moerus Capital Management. Amit has over 30 years of experience researching and analyzing investment opportunities in developed, emerging, and frontier markets worldwide....

Apr 28

Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy

Our guest on the podcast today is Claudia Sahm. Claudia is chief economist at New Century Advisors, the founder of Sahm Consulting, and a regular contributor at Bloomberg Opinion. She has policy and research expertise in macroeconomics, consumer spending, ...

Apr 21

Michael Gates: Why More Advisors Are Migrating to Model Portfolios

Today’s guest on The Long View is Michael Gates. Gates is the head of model portfolio solutions for the Americas and the lead portfolio manager for target-allocation models at BlackRock. BlackRock’s target-allocation models have been adopted by a large and...

Apr 14

Harry Margolis: How to Confront Aging Challenges Head-On

Our guest on the podcast today is Harry Margolis. Harry has been representing seniors, individuals with special needs, and their families since he started ElderLaw Services, the predecessor of Margolis Bloom & D’Agostino in June 1987. His firm helps client...

Apr 07

Wade Pfau: Higher Bond Yields Are a Plus for Retirees

Our guest on the podcast today is retirement researcher Wade Pfau. Wade is the founder of Retirement Researcher, an educational resource on retirement planning for individuals and financial advisors. He’s co-founder of the Retirement Income Style Awareness...

Mar 31

Pat Dorsey: Economic Moats and More

Today’s guest on The Long View is Pat Dorsey. Pat is the founder of Dorsey Asset Management, a boutique asset manager serving institutional clients. From 2000 to 2011, Pat was the director of equity research for Morningstar, where he led the growth of Morn...

Mar 24

Bill Yount: How Late Starters Can Find Financial Independence

Our guest on the podcast today is Bill Yount. Bill is a practicing emergency physician. He’s also co-host of a podcast called Catching Up to Fi, where he and Jackie Cummings Koski discuss pursuing financial independence later in life. Bill received his bac...

Mar 17

Emily Guy Birken: What to Do in the Five Years Before You Retire

Our guest on the podcast today is Emily Guy Birken. Emily’s the author of The Five Years Before You Retire. She also co-authored Stacked: Your Super-Serious Guide to Modern Money Management, with Joe Saul-Sehy. Other books include End Financial Stress Now,...

Mar 10

Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan

Our guests on the podcast today are Jamie Hopkins and Bonnie Treichel, who are co-authors of a new book, Your Retirement Sketchbook. Jamie is the CEO of Bryn Mawr Trust Advisors, Chief Wealth Officer of WSFS Bank, and founder of the FinServ Foundation. He’...

Mar 03

David Bach: ‘Start Enjoying Your Life Sooner’

Our guest on the podcast today is David Bach. David is the author of 12 national bestselling books, including The Latte Factor; Smart Women Finish Rich; Start Late, Finish Rich; and The Automatic Millionaire. He just released the 20th anniversary edition o...

Feb 24

Hilary Wiek: Perspective on Private Markets

Today’s guest on The Long View is Hilary Wiek. Hilary is a principal analyst at PitchBook, where she leads PitchBook’s coverage of fund strategies and performance, publishing primary research on the alternative space. Hilary also leads PitchBook’s coverage...

Feb 17

Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner

Our guest on the podcast today is Jim O’Shaughnessy. Jim founded O’Shaughnessy Asset Management, a quantitative investment management firm in 1993. Franklin Templeton acquired the firm in 2021. Jim is also an author of several books, including Invest Like ...