Best of The Long View: Investing

The Long View

Morningstar

Morningstar, Financial Services, Careers, Investing Leaders, Investors, Jeff Ptak, Investing, Amy Arnott, Business, Christine Benz, Long-term Investing, Influential Investors, Entrepreneurship, Dan Lefkovitz, Finance

4.6 • 915 Ratings

🗓️ 3 January 2023

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

Some of our favorite clips from interviews with portfolio managers and investment specialists in 2022.

Transcript

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0:00.0	In volatile markets, the H.C.M. Byline keeps you grounded. Invest with confidence. Discover Howard Capital Management's funds at HowardCMFunds.com. Stay tactical, not traditional.
0:15.2	Investments in HCM funds involve risk, including possible loss of principle. There is no assurance that the funds will achieve their investment objectives. Investors should carefully consider the investment objectives,
0:24.0	risks, charges, and expenses of the HCM funds. This and other important information about the funds
0:28.4	are contained in the prospectus, which can be obtained at www.howardcmfunds.com or by calling
0:33.5	77062-4-969-8464.
0:39.3	The prospectus should be read carefully before investing.
0:41.7	H-CM funds are distributed by Northern Lights Distributors, LLC.
0:44.9	Member Finra, SIPC.
0:46.6	Northern Lights Distributors, LLC, and Howard Capital Management, Inc. are not affiliated.
0:50.3	Please stay tuned for important disclosure information at the conclusion of this episode.
0:56.5	Hi, and welcome to the Longview. I'm Jeff Battack, Chief Ratings Officer for Morningstar Research
1:01.4	Services. And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
1:07.3	Last week, we ran the best of our interviews with financial planners, advisors, and retirement researchers over the past year. On this week, we ran the best of our interviews with financial planners, advisors, and retirement
1:12.2	researchers over the past year. On this week's episode, we'll feature some of our favorite
1:16.7	clips from interviews we've done with portfolio managers and investment specialists.
1:21.3	We started the year discussing the markets with legendary strategist and investor Jeremy
1:25.8	Grantham. Jeremy is famous for his research into market
1:29.4	bubbles, but what's less well known is that he played a role in the development of index funds.
1:34.8	We asked him about what led him to conclude indexing would be a useful innovation, and whether
1:39.9	he sees anything today that could prove just as revolutionary is indexing as Ben.
1:45.4	I wanted to ask about indexing, switching gears a little bit. Your name turned up in Robin
1:49.8	Wigglesworth's book about the rise of index investing. People might be surprised to learn that you
	...

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