Overview
330 Episodes
Economist Neil Shearing ponders shifting global trade patterns, inflation, the dollar, and more.
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
The CEO of Abundo Wealth discusses the Advice-Only Network, younger investors’ advice preferences, and why consumers should prioritize financial planning over investment advice.
Transcribed - Published: 24 June 2025
The host of ‘Daughterhood the Podcast’ reflects on long-term care in the US, the role of family caregivers, and implications for their health and wealth.
Transcribed - Published: 17 June 2025
Plus, an update on tariffs, trade deals, and stocks that could benefit.
Transcribed - Published: 16 June 2025
A seasoned macroeconomist talks through short-term and long-term economic drivers.
Transcribed - Published: 10 June 2025
The PWL Capital chief investment officer discusses DFA, factor investing, the home-country bias, and investment advisory trends in Canada.
Transcribed - Published: 3 June 2025
The author and Wall Street Journal columnist on Ben Graham’s enduring wisdom, Jonathan Clements’ impact, and more.
Transcribed - Published: 27 May 2025
The author and blogger discusses the new edition of his personal finance blockbuster, his biggest financial mistakes, and the three investments that belong in every investor’s portfolio.
Transcribed - Published: 20 May 2025
A former development banker and Nigerian regulator reflects on the importance of capital markets.
Transcribed - Published: 13 May 2025
A ‘humble investor’ opines on asset allocation, factor investing, and the limits of forecasting.
Transcribed - Published: 6 May 2025
The DFA chairman and co-founder reflects on the Tune Out the Noise documentary and the revolution in modern finance.
Transcribed - Published: 29 April 2025
The founder and chief investment officer of the Discipline Funds discusses how trade wars might affect the economy and major asset classes, what Treasury bonds are telling us, and whether investors should be concerned about inflation, recession, or both.
Transcribed - Published: 22 April 2025
A veteran global investor gauges risk and opportunity in current markets.
Transcribed - Published: 15 April 2025
The Hermoney.com founder discusses how caregiving and longevity affect women’s investing plans, the role of guaranteed income, and the importance of a long-term-care plan.
Transcribed - Published: 8 April 2025
An author and financial planner discusses investment and personal finance considerations for ‘childfree’ adults.
Transcribed - Published: 1 April 2025
A global investor sees opportunity in emerging markets.
Transcribed - Published: 25 March 2025
The prolific writer, host, and investor tells us why he has no plans to stop.
Transcribed - Published: 18 March 2025
Ariel Investment’s dynamic co-CEO talks about her upbringing, her career, and her new children’s book.
Transcribed - Published: 11 March 2025
The author discusses why couples struggle to talk about money, income disparities in relationships, and whether couples should blend their finances or keep them separate.
Transcribed - Published: 4 March 2025
A veteran China hand contemplates investment opportunities in Asia and beyond.
Transcribed - Published: 25 February 2025
The author and financial planner discusses the connection between wealth and well-being, the quest for financial harmony, and his new book, Wealth in the Key of Life.
Transcribed - Published: 18 February 2025
The Wealthramp CEO discusses the value of fiduciary advice, evolving fee models, and the decreasing importance of geography when selecting an advisor.
Transcribed - Published: 11 February 2025
The author of The Five Types of Wealth shares practical strategies for improving time management and the importance of maintaining a growth mindset for life.
Transcribed - Published: 4 February 2025
A legendary investment writer reflects on what’s changed and what hasn’t over his decadeslong career.
Transcribed - Published: 28 January 2025
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.
Transcribed - Published: 24 January 2025
The co-founder of global investment manager Ninety One discusses trends in global ESG investing, the push toward ‘net zero’ emissions, and why he’s bullish on the asset-management industry.
Transcribed - Published: 21 January 2025
The chief market strategist for Morningstar Research Services discusses which sectors look especially over- and undervalued today, the outlook for interest rates and inflation, and the potential economic and market impacts of tariffs.
Transcribed - Published: 14 January 2025
The author and hospice doctor discusses the connection between wealth and happiness and shares tips for avoiding ‘purpose anxiety.’
Transcribed - Published: 7 January 2025
Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.
Transcribed - Published: 31 December 2024
The author and financial psychologist discusses his new book on money and meaning, plus the challenges of spending in retirement.
Transcribed - Published: 17 December 2024
The author and financial psychologist discusses how early-life experiences shape our financial attitudes and habits—and how to flip the script.
Transcribed - Published: 10 December 2024
Two leading researchers on human capital, tailoring the right asset allocation, and more.
Transcribed - Published: 3 December 2024
The tax and IRA expert weighs in on tax-savvy retirement planning, Roth conversions, and the new rules for inherited IRAs.
Transcribed - Published: 26 November 2024
A financial planner reflects on what parents should do--and avoid doing--to help their children find their financial footing in adulthood.
Transcribed - Published: 19 November 2024
Two veteran bond investors survey the tax-exempt market.
Transcribed - Published: 12 November 2024
A self-described ‘accounting nerd’ looks for value in unloved stocks.
Transcribed - Published: 5 November 2024
The veteran Wall Street Journal reporter discusses her interviews with retirees, the state of the US retirement savings system, and key pain points for retirees and preretirees.
Transcribed - Published: 29 October 2024
The author of ‘Get What’s Yours for Medicare' discusses traditional Medicare versus Medicare Advantage, shopping for Medigap plans, and recent reforms to prescription-drug coverage.
Transcribed - Published: 22 October 2024
The influential personal finance journalist reflects on his recent cancer diagnosis, what he wants his legacy to be, and the two things that have brought him the most joy.
Transcribed - Published: 15 October 2024
A veteran value investor weighs in on bubbles, AI stocks, and the existential threat of climate change.
Transcribed - Published: 8 October 2024
A sustainable investor makes the bottom-up case for an unloved asset class.
Transcribed - Published: 1 October 2024
A growth equities investor makes the long-term case for AI.
Transcribed - Published: 24 September 2024
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