The Long View

Epizodai

• 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.
• 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.
• 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.
• 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.
• 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.
• Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy 28.04.2026 59min

  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.
• Michael Gates: Why More Advisors Are Migrating to Model Portfolios 21.04.2026 47min

  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.
• Harry Margolis: How to Confront Aging Challenges Head-On 14.04.2026 43min

  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. 
• Wade Pfau: Higher Bond Yields Are a Plus for Retirees 07.04.2026 55min

  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.
• Pat Dorsey: Economic Moats and More 31.03.2026 43min

  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.
• Bill Yount: How Late Starters Can Find Financial Independence 24.03.2026 52min

  A high earner chronicles his ‘trifecta of financial mistakes’ and finding his financial footing after age 50.
• Emily Guy Birken: What to Do in the Five Years Before You Retire 17.03.2026 47min

  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.
• Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan 10.03.2026 44min

  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.
• David Bach: ‘Start Enjoying Your Life Sooner’ 03.03.2026 57min

  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.
• Hilary Wiek: Perspective on Private Markets 24.02.2026 49min

  PitchBook’s principal fund strategies analyst provides a lesson in the parlance of private markets as they open to a broader spectrum of investors.
• Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner 17.02.2026 1val 2min

  O’Shaughnessy Ventures’ founder and CEO shares his perspectives from a career spanning both public and private markets and his relentless pursuit of knowledge.
• Sara Devereux: Bonds Are Still Ballast 10.02.2026 56min

  Vanguard’s Global Head of Fixed Income on bonds’ role in a portfolio, income opportunities, credit risks, and the outlook for fixed-income markets.
• Sally Balch Hurme: Getting Your Affairs in Order as You Get Older 03.02.2026 50min

  The author of ‘Checklist for My Family’ on how to organize personal, financial, and legal information for your loved ones.
• Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice 27.01.2026 52min

  The founder and editor of Accredited Investor Insights on performance measurement, disclosure issues, and liquidity considerations for private equity and private credit.
• Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’ 20.01.2026 56min

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