Introducing The Morning Filter

The Long View

Morningstar

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

4.5 • 775 Ratings

🗓️ 24 January 2025

⏱️ 2 minutes

🔗️ Recording | iTunes | RSS

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Summary

Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of Lansing, Michigan, and Jackson National Life Insurance Company of New York. Purchase New York.
0:26.3	Hello and welcome to the Morning Filter. I'm Susan Jibinsky, investment specialist for Morningstar.
0:32.1	And I'm Dave Sikara, Chief U.S. market strategist for Morningstar.
0:35.6	Every Monday morning, we look at the upcoming week
0:38.3	through Morningstar's filter to help investors focus on what matters. Then we share what new
0:44.2	Morning Star research you shouldn't miss and provide investors with a few stock picks or pans or
0:49.6	even swap ideas. Over the short term, stock prices can be driven by noise. But in my 30 plus years in the
0:55.8	financial industry, one thing stands out to me. Invest for the long term and filter out that noise.
1:02.6	Exactly. Our job here at Morningstar is to help investors focus on the fundamentals. We also
1:08.6	hold ourselves accountable. Not only will we talk about where our calls have worked out,
1:13.2	or review when our calls haven't worked out and delve into why.
1:16.9	So if you're looking for unique insights on the market,
1:19.7	from voices you can trust, you've found the right place.
1:22.7	Join us Monday mornings on the morning filter.
1:25.2	Listen and subscribe wherever you stream podcasts.

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