At Jackson, we've created a digital retirement planning experience with you and mine.

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

that are designed to enable financial professionals and clients to plan a path to financial freedom.

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

and Jackson National Life Insurance Company of New York, purchase New York.

Please stay tuned for important disclosure information at the conclusion of this episode.

Hi, and welcome to the Longview. I'm Jeff Patak Global Director of Manager Research for Morningstar

Research Services. It's been about seven months since my colleague Christine Benz and I launched

the Longview. We've recorded over 30 episodes in that time interviewing acclaimed authors,

leading financial planners, successful entrepreneurs, business executives, and other subject matter

experts.

We've had a lot of fun doing it and learned a ton.

We owe that to the star-studded roster of guests we've been lucky enough to assemble.

They've been as articulate and generous in sharing their perspectives as they are learned and

accomplished in their different fields.

In that spirit of sharing, we thought we'd look back and highlight some of the most

indelible moments from the conversations we've had thus far. In this episode, I'll focus on the

interviews we've conducted with the portfolio managers and investment strategists we've spoken with.

In the next episode, Christine will pick out her favorite moments among the conversations we've had

with leaders in the financial advice, planning, and behavioral finance fields. We hope you enjoy it.

We'll kick things off by rewinding to our conversation with GMO strategist James Montier.

Here, Christine asked James how GMO fosters an investment culture of constructive dialogue

...