In today’s episode, Eric Compton, a strategist with Morningstar Research Services, talks about banks saving for an economic downtown and where investors could find opportunities. 00:06 Intro 00:36 Disney Proxy Fight 01:48 Hanesbrands closes Q4 with positive news 02:38 Coinbase plans layoffs 03:46 What do JPMorgan, Bank of America, Citigroup and Wells Fargo's results tell us? 05:57 How do their current actions compare to what they've done before previous recessions? 08:00 How could a recession af...
Jan 20, 2023•26 min•Ep. 199
In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money. Timestamps 00:04 Introduction 00:37 What kind of financial habits or histories do people tend to bring into their relationships? 02:30 How do couples mesh their financial lives without fighting about saving or spending? 04:36 Why do emotions rise when couples talk about money? 05:36 What should people pay attention...
Jan 13, 2023•13 min•Ep. 197
In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money. 00:04 Introduction 00:43 Financial advice tends to tell people to break down their budgets into “wants versus needs”. What are your thoughts on this concept? 02:55 How should we think about our needs? What should we include? (basic categories from Maslow: survival, security, love and belonging, esteem, and meaning)...
Jan 06, 2023•15 min•Ep. 196
In today’s episode, Tom Lauricella, Morningstar Inc.’s chief markets editor, discusses the markets’ highs and lows in 2022 and what investors should watch for in 2023. Timestamps 00:04 Introduction 00:31 What’s Morningstar’s take on what’s been driving inflation? 02:18 What would it take to push inflation down to the Fed’s 2-percent target? 03:22 What categories of inflation have the Fed focused on? 04:38 How does wage growth factor into the Fed’s moves next year? 05:38 What has happened this ye...
Dec 23, 2022•18 min•Ep. 198
In today’s episode, Alyssa Stankiewicz, associate director of sustainability research from Morningstar Research Services, and Megan Pacholok, manager research analyst from Morningstar Research Services, discuss the Labor Department’s rule change involving ESG funds in workplace retirement plans. 00:00 Introduction 00:47 The FTC tries to block Microsoft over their attempted buyout of Activision Blizzard 02:04 Campbell cooked up a strong start to the fiscal year 02:55 Chewy chewed up some strong Q...
Dec 16, 2022•24 min•Ep. 195
In today’s episode, Dave Sekera, chief U.S. markets strategist for Morningstar Research Services, reveals which stocks investors could snap up for a bargain this holiday season. 00:45 Tesla begins delivering its semi-trucks. 01:51 Kroger rang up solid third-quarter earnings despite high inflation 02:36 Ulta Beauty continued its hot streak in the third quarter. 03:56 Dave, total modified retail sales growth was in the double-digits last year. Describe what modified retail sales growth is. What’s ...
Dec 09, 2022•22 min•Ep. 194
Will dividends continue to do well in a rising interest-rate environment? Plus, Bob Iger is CEO of Disney again, and Visa has a new CEO, too. And speaking of executives, Warren Buffett’s Berkshire has finally started spending some of the cash in its kitty. Find out how in this week’s episode. Timestamps 00:38 Berkshire Hathaway Deserves More Credit 01:40 Dick's Sporting Goods Rallied Big in Q3 02:35 Visa’s CEO is Stepping Down 03:26 What happened at Disney, and more importantly, why? 05:06. Bob ...
Dec 02, 2022•20 min•Ep. 193
In this special episode, Christine Benz, the director of personal finance at Morningstar, talks about portfolio makeovers and how to spot common pitfalls. This episode includes an excerpt from Christine’s webcast—“5 Portfolio Pitfalls and How to Fix Them.” 0:06 Introduction 00:51 - What did you think was important to address as we watch the markets tumble? 01:54 - How does your webcast help investors identify the next steps? 03:30 - How does age play a role in reworking a portfolio? 04:32 - What...
Nov 25, 2022•19 min•Ep. 192
In today’s episode, Saraja Samant, a manager research analyst for Morningstar Research Services, explains how investing in defined-maturity ETFs can help grow wealth in a rising interest-rate environment. 00:05 Introduction 00:43 Disney Loses Some Magic as 2022 Ends 01:37 Roblox Has Mixed Messages in Q3 02:37 Lyft’s Ride to Disappointment 04:05 What’s a Traditional Bond Ladder and How Does It Work? 04:42 Advantages and Disadvantages of Building a Bond Ladder With Individual Bonds? 06:21 What Mak...
Nov 18, 2022•20 min•Ep. 191
What does COP27 mean? Does it matter for you and your portfolio? Leslie Norton explains. Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com . 0:06 Introduction 00:24 Can Uber Lift Your Portfolio? 01:29 Disaster-Proofing Your Portfolio 02:45 Starbucks is Resilient in Q4 04:04 Why does the COP 27 meeting matter? 06:00 What ...
Nov 11, 2022•16 min•Ep. 190
In today’s episode, Katherine Lynch, a Morningstar Inc’s data journalist, talks about the new I Bonds’ interest rate, how the investments work, and how to use them as an emergency fund. Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips. Timestamps 0:06 Introduction 00:39 Meta’s Disappointing in Q3 Earnings 01:50 0Amazon Delivered a Sting 02:58 Apple is Eating Up Earnings 04:23 How do I-bonds work? 04:41 What should investors expect over th...
Nov 04, 2022•19 min•Ep. 189
In today’s episode, Sarah Newcomb, Morningstar Inc’s director of financial psychology, explains what investors should know about sophisticated online tricks and what to watch out for. Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips. 0:06 Introduction 0:45 Tesla was on autopilot in the third quarter. 1:46 AT&T is strong in Q3. 2:42 Snap disappoints for the third quarter in a row. 3:38 In behavioral finance, there are “nudges” and “slu...
Oct 28, 2022•18 min•Ep. 188
In today’s episode, Ali Mogharabi, a senior equity analyst for Morningstar Research Services, explains the Labor Department’s proposed rule about worker classification. And he reveals whether he thinks Uber, Lyft, and DoorDash stocks are a buy. Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips. Timestamps 0:06 Introduction 0:44 Stocks for a Recession 1:50 Wells Fargo missed the mark for third quarter earnings. 2:35 Delta airlines reported ...
Oct 21, 2022•20 min•Ep. 187
Retirement plans across the country may finally be getting serious about adding more annuity options for their subscribers. But is this product good for you? Spencer Look explains. Investing Insights is a mix of market news, insights from analysts, and personal finance tips. Timestamps 0:06 Introduction 0:30 Norwegian Cruise Line Sails Through a Rough Quarter 1:27 How Can Investors Cope With Fear? 2:18 AMD Dipped In Q3 3:19 Does Your Retirement Plan Need More Annuity Options? 3:45 What’s The Big...
Oct 14, 2022•24 min•Ep. 186
In today’s episode, Dave Whiston, the U.S. autos equity analyst for Morningstar Research Services, discusses CarMax’s disappointing earnings results and reveals where investors can look for stock opportunities. Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com . Timestamps 0:06 Introduction 0:46 Lower Estimate of Tesla’s...
Oct 07, 2022•23 min•Ep. 185
In today’s episode, Neil Macker, a senior equity analyst for Morningstar Research Services, discusses why Netflix is adding a cheaper plan and whether the stock is a deal. Also, one automaker is warning investors that supply chain issues will affect its upcoming earnings results. Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morning...
Sep 30, 2022•21 min•Ep. 184
No matter how much inflation rises, we’ll still need utilities, right? That’s what many investors think, and that has helped propel utilities stocks higher this year. But that might be about to change, as Morningstar’s Jakir Hossain explains. Plus, we look at why some of us can’t help but trade – even though we might not get the best outcomes. Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear wh...
Sep 23, 2022•22 min•Ep. 183
Climate Week NYC is coming. In today’s episode, Kris Inton, an equity strategist for Morningstar Research Services, explains how carbon offsets work and highlights an airline stock that looks cheap today. We take a look at how attitudes and beliefs play a role in how people think about money. Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at po...
Sep 16, 2022•13 min•Ep. 182
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, Abhinav Davuluri, a sector strategist for Morningstar Research Services, talks about Apple’s iPhone 14 launch and the unexpected news that Apple will keep prices the same as last year. We look at the latest jobs report and find good news for investors. We want to hear what you think about the new format. Let us know at podcast@morningstar.com...
Sep 09, 2022•21 min•Ep. 181
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, we’re examining whether buying low could hurt your portfolio in a bear market. This earnings season is close to wrapping up. Dave Sekera, chief U.S. market strategist for Morningstar Research Services, discusses the key takeaways, what he thinks is ahead, and reaction to Federal Reserve Chairman Jerome Powell’s speech on inflation. We want to...
Sep 02, 2022•18 min•Ep. 180
