The Long View

Morningstar’s first fund analyst reflects on investing culture, stewardship, and long-term thinking.

Transcribed - Published: 2 June 2026

A flat-fee financial advisor and columnist discusses why less complicated portfolios are usually best, how he addresses inflation risk in client portfolios, and his biggest worry for new retirees.

Transcribed - Published: 26 May 2026

The author and creator of ‘the 4% rule’ discusses the pros and cons of various withdrawal strategies and key risk factors facing retirees today.

Transcribed - Published: 19 May 2026

The author of a new book about investing discusses the ‘automatic investing revolution’, what investors can learn from past bubbles, and the role of complacency in today’s market environment.

Transcribed - Published: 12 May 2026

The international value investor and Moerus co-founder on the importance of conviction, survivability, risk aversion, industry structure, and opportunities for value investors in today’s market.

Transcribed - Published: 5 May 2026

The noted economist on the impact of supply shocks, the origins of the Sahm rule, why she thinks the Fed will remain in a holding pattern on rates, and more.

Transcribed - Published: 28 April 2026

BlackRock’s head of model portfolio solutions for the Americas and lead portfolio manager for target-allocation models discusses the growth of model portfolios, the current macroeconomic and market environment, and recent refinements to the risks his team is taking.

Transcribed - Published: 21 April 2026

An eldercare attorney discusses how older adults can navigate estate-planning decisions, common misconceptions about long-term care, and why age 75 is a prime time to reassess housing choices.

Transcribed - Published: 14 April 2026

The retirement researcher weighs in on in-retirement asset allocation and the best ways to address sequence risk and shares his favorite retirement-spending system and longevity calculator.

Transcribed - Published: 7 April 2026

Morningstar’s former head of equity research on what investors get wrong with moats, what to look for in company management, why quantitative screens are less useful than they were, and the process he uses to filter out signal versus noise.

Transcribed - Published: 31 March 2026

A high earner chronicles his ‘trifecta of financial mistakes’ and finding his financial footing after age 50.

Transcribed - Published: 24 March 2026

The author and retirement expert shares a punch list for near-retirees, how to play catch-up on retirement savings, and why she has changed her mind about long-term-care insurance.

Transcribed - Published: 17 March 2026

Two retirement specialists discuss best practices in retirement-income planning, harnessing mental accounting for the good,  and the role of annuities and alternative assets in defined-contribution plans.

Transcribed - Published: 10 March 2026

The bestselling author and financial advisor on why sabbaticals can be life-changing, why health matters more than money, a flat tax for IRAs, and more.

Transcribed - Published: 3 March 2026

PitchBook’s principal fund strategies analyst provides a lesson in the parlance of private markets as they open to a broader spectrum of investors.

Transcribed - Published: 24 February 2026

O’Shaughnessy Ventures’ founder and CEO shares his perspectives from a career spanning both public and private markets and his relentless pursuit of knowledge.

Transcribed - Published: 17 February 2026

Vanguard’s Global Head of Fixed Income on bonds’ role in a portfolio, income opportunities, credit risks, and the outlook for fixed-income markets.

Transcribed - Published: 10 February 2026

The author of ‘Checklist for My Family’ on how to organize personal, financial, and legal information for your loved ones.

Transcribed - Published: 3 February 2026

The founder and editor of Accredited Investor Insights on performance measurement, disclosure issues, and liquidity considerations for private equity and private credit.

Transcribed - Published: 27 January 2026

Two financial planners share tax-smart strategies for before and during retirement.

Transcribed - Published: 20 January 2026

Vanguard’s head of behavioral economics research on the power of default options, how investors change as they get older, and the future of financial advice.

Transcribed - Published: 13 January 2026

The financial strategist and author discusses key principles for assembling a successful portfolio, concentration risk in the US market today, and why he’s an evangelist for ‘defined-duration’ investing.

Transcribed - Published: 6 January 2026

Some of our favorite clips from interviews with authors, financial planners, and retirement researchers over the past year.

Transcribed - Published: 30 December 2025

Some of our favorite clips from interviews with portfolio managers, economists, and investment researchers.

Transcribed - Published: 23 December 2025

A veteran manager assesses which parts of the muni market appear attractive, the pros and cons of buying individual munis, and which municipalities he’s avoiding.

Transcribed - Published: 16 December 2025

The author, speaker, and family caregiver on aging successfully, new options for housing later in life, navigating family relationships, and more.

Transcribed - Published: 9 December 2025

The author and investment advisor on the danger of chronic deficits, the importance of central bank independence, warning signs in private credit, and why he’s still optimistic about America’s future.

Transcribed - Published: 2 December 2025

Plus, several undervalued stocks to buy with stable dividends.

Transcribed - Published: 1 December 2025

A seasoned analyst opines on active fixed-income management, private debt investments, and the evolution of an asset class.

Transcribed - Published: 25 November 2025

The author, podcast host, and financial advisor discusses how to avoid a letdown after retirement, how retired couples can find harmony, and other secrets to maximizing well-being later in life.

Transcribed - Published: 18 November 2025

Ritholtz Wealth Management’s chief market strategist shares her framework for sussing out signal from market noise, her take on AI’s long-term impact on the economy and markets, and investing lessons learned from her own personal experience.

Transcribed - Published: 11 November 2025

The journalist and author shares her personal story and gives practical tips for helping a parent through healthcare and financial challenges.

Transcribed - Published: 4 November 2025

The authors of a new book about money and relationships discuss the importance of understanding each partner’s money history and defining ‘enough.’

Transcribed - Published: 28 October 2025

The author and advisor to financial advisors discusses some of his favorite money-related sketches, the ‘fake advice industry,’ and how to have better conversations about money.

Transcribed - Published: 21 October 2025

An investor and policymaker emphasizes the importance of alternative strategies in an uncertain macro environment.

Transcribed - Published: 14 October 2025

The prolific writer, host, and investor tells us why he has no plans to stop.

Transcribed - Published: 7 October 2025

The author and ‘workplace futurist’ discusses how people born between 1965-80 can improve their retirement wherewithal, the viability of Social Security for this generation, and the benefits and limitations of working longer.

Transcribed - Published: 30 September 2025

A financial advisor and retirement blogger discuss the key phases of retirement, structuring portfolios for drawdown, and how retirees can give themselves ‘permission to spend.’

Transcribed - Published: 23 September 2025

The author and adventure sailor on thinking big, changing your life course, and managing the transition into retirement.

Transcribed - Published: 16 September 2025

The financial advisor and adjunct professor discusses elevated equity valuations, the limitations of random-walk assumptions, and why bonds are riskier than you might think.

Transcribed - Published: 9 September 2025

Vanguard’s global chief economist handicaps the odds of recession and higher inflation and discusses how investors can thrive in an era of AI, aging populations, and a rising US deficit.

Transcribed - Published: 2 September 2025

Economist Neil Shearing ponders shifting global trade patterns, inflation, the dollar, and more.

Transcribed - Published: 26 August 2025

An investor and author explains the ‘founder effect.’

Transcribed - Published: 19 August 2025

Christine Benz, host of The Long View, is a special guest on The Morning Filter this week. Find out whether it’s too late to invest in international stocks, who needs bonds, and what role dividend stocks should play in an investment portfolio.

Transcribed - Published: 18 August 2025

The advisor to advisors discusses setting plans, dismisses algorithms over humans, and showcases the highest value service that advisors provide.

Transcribed - Published: 12 August 2025

The noted author, consultant, and academic on the virtues of simplicity, the challenges facing active managers, and why he would stay away from investing in private capital.

Transcribed - Published: 5 August 2025

The founder of AQR Capital Management discusses alternative strategies, private markets, tariffs, and the role of AI in investing.

Transcribed - Published: 29 July 2025

The author and blogger discusses how financial priorities should change with income and net worth, the money/happiness connection, and why deciding how to spend is just as important as deciding how to invest.

Transcribed - Published: 22 July 2025

The portfolio manager and research director shares his thoughts on volatility, AI, the Magnificent Seven, and private equity.

Transcribed - Published: 15 July 2025

One year into his tenure, the Vanguard CEO reflects on the push to get investors into private securities, the future of advice at Vanguard, and whether the firm has addressed its customer service and technology issues.

Transcribed - Published: 8 July 2025