The Long View

Jaksot

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  Jeff Ptak: The Simple Secret to Becoming a Better Investor 15.09.2026 52min

  The author of Morningstar’s Mind the Gap research on why investors can benefit from simpler portfolios, less trading, and avoiding the temptation to chase performance.
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  Jean Chatzky: How to Create a Forever Paycheck for Retirement 08.09.2026 48min

  The personal finance expert explains why retirees struggle to spend their savings, how to build reliable retirement income, and why she changed her mind about annuities.
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  David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’ 01.09.2026 50min

  The founder of Dimensional Fund Advisors explains how financial science made investing more accessible and why ordinary investors don’t need to outguess the market.
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  Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio 25.08.2026 54min

  The authors of ‘The Architecture of Wealth’ share insights from working with Jack Bogle and decades of research on diversification, indexing, active management, and behavioral bias.
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  Jeff Ptak: The Simple Secret to Becoming a Better Investor 18.08.2026 51min

  The author of Morningstar’s Mind the Gap research on why investors can benefit from simpler portfolios, less trading, and avoiding the temptation to chase performance.
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  Nick Maggiulli: Climbing the Wealth Ladder 11.08.2026 54min

  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.
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  Stefan Sharkansky: The Retirement Spending Plan That Adapts as Markets Change 04.08.2026 39min

  The statistician says rigid withdrawal rates often cause retirees to underspend. He has a formula that balances secure income with flexible spending.
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  Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life 28.07.2026 1t

  In retirement, we ‘underestimate the financial opportunity cost of owning a home’ and how much it can influence health and wealth, says the expert in housing and longevity.
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  Brett Arends: Worried About Outliving Your Money? There’s an Answer 21.07.2026 52min

  The retirement columnist weighs in on income annuities, investing FOMO, and the appeal of TIPS. Plus, the crisis he sees in Social Security.
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  Dana Anspach: Don’t Let Fear Ruin Your Retirement 14.07.2026 55min

  The financial planner and author talks about building a strategy to endure the ‘retirement red zone’ and avoid underspending.
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  Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’ 07.07.2026 56min

  Two financial planners share tax-smart strategies for before and during retirement.
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  Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’ 30.06.2026 59min

  The GMO co-founder weighs in on bubbles, AI hype, environmental issues, and where investors can find better values.
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  Will Danoff: ‘Be Very Careful of Unprofitable Companies’ 23.06.2026 29min

  The veteran Fidelity Contrafund stock-picker on why earnings drive returns, how he evaluates management teams, and what separates lasting winners from early rocket ships.
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  Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces 16.06.2026 50min

  Morningstar’s Manager Research team has cast its gaze on a newer class of funds that aims to widen investors’ access to private markets. We discuss the process the team plies in doing its due diligence on these funds, their prospective risks and rewards, and the overarching objective of the team’s research—sending clear and actionable signals to investors.
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  Kathleen Rehl: Helping Widows and the Advisors Who Serve Them 09.06.2026 42min

  Author and educator Kathleen Rehl discusses widowhood, estate planning, and finding purpose in later life.
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  Don Phillips: Encouraging Better Outcomes for Investors 02.06.2026 50min

  Morningstar’s first fund analyst reflects on investing culture, stewardship, and long-term thinking.
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  Adam Grossman: Asset Allocation Is an Investor’s Best Defense 26.05.2026 45min

  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.
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  Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’ 19.05.2026 45min

  The author and creator of ‘the 4% rule’ discusses the pros and cons of various withdrawal strategies and key risk factors facing retirees today.
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  Ben Carlson: Exploring Risk and Reward 12.05.2026 48min

  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.
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  Amit Wadhwaney: ’Buying Cheap Has a Number of Attractions’ 05.05.2026 55min

  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.