Hi, and welcome to The Long View . I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Our guest on the podcast today is Sahil Bloom. He’s the author of a new book called The 5 Types of Wealth , and he also writes a newsletter called the Curiosity Chronicle . He’s the founder and managing partner of SRB Holdings and SRB Ventures. Before embarking on a career as a content creator, Sahil was a vice president at a private equity fund. He double majored in econo...
Feb 04, 2025•54 min•Transcript available on Metacast Our guest this week is our colleague, John Rekenthaler. John is retiring from Morningstar after 36 years. He was one of Morningstar’s early hires. Joe Mansueto and Don Phillips brought John on as a mutual fund analyst in 1988, and he rose to become the company’s vice president of research. He worked on many of Morningstar’s foundational methodologies, including the star rating and style box, and helped launch the retirement business. But he’s best known as author of “The Rekenthaler Report,” an ...
Jan 28, 2025•48 min•Transcript available on Metacast Subscribe to The Morning Filter on Apple Podcasts , or wherever you stream podcasts. We’ll see you next Monday!
Jan 24, 2025•1 min•Transcript available on Metacast Our guest this week is Hendrik du Toit, CEO and co-founder of Ninety One Asset Management, which is dually listed in London and Johannesburg, South Africa, and was formerly known as Investec Asset Management, founded in 1991. In addition to running Ninety One, Hendrik is on the board of Naspers and its European subsidiary, Prosus, which is a cornerstone investor in China’s Tencent. He has served on the Leadership Council of the Sustainable Development Solutions Network, a United Nations initiati...
Jan 21, 2025•54 min•Transcript available on Metacast On the podcast this week, we welcome back Dave Sekera. Dave is the chief US market strategist for Morningstar Research Services. In his role, Dave publishes research and commentary on the state of the markets and economy and is a leading voice on Morningstar.com and our other platforms. Dave and Susan Dziubinski also do a weekly show for Morningstar.com called The Morning Filter . Before assuming his current role, Dave was a managing director for DBRS Morningstar. Prior to joining Morningstar in...
Jan 14, 2025•50 min•Ep 301•Transcript available on Metacast Hi, and welcome to The Long View . I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On the podcast today, we welcome back Jordan Grumet. Jordan’s latest book is called The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy . His previous book was called Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life . Jordan is a hospice doctor, and he hosts the popular Ear...
Jan 07, 2025•58 min•Ep 300•Transcript available on Metacast Hi, and welcome to The Long View . I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with financial planners, advisors, and retirement researchers over the past year. It’s a counterpart to a previously released “best of” episode that was all about investing. “ Daniel Crosby: Can Money Really Buy Happiness? ” The Long View podcast, Morningstar.com, Dec. 17, 2024. “ S...
Dec 31, 2024•42 min•Ep 299•Transcript available on Metacast Hi, and welcome to The Long View . I’m Dan Lefkovitz, strategist for Morningstar Indexes. In this episode, we’ll share some of our favorite clips from 2024 interviews with portfolio managers, economists, and investment thinkers. It’s the companion to Christine Benz’s “Best of Episode” featuring highlights from conversations with financial planners, advisors, and retirement researchers. “ Joel Fried and Al Mordecai: Upholding the Culture at Primecap Management ,” The Long View podcast, Morningsta...
Dec 24, 2024•46 min•Ep 298•Transcript available on Metacast Today on the podcast, we welcome back Dr. Daniel Crosby. Daniel is the author of a new book called The Soul of Wealth: 50 Reflections on Money and Meaning . Daniel is the chief behavioral officer at Orion Advisor Solutions. In addition to The Soul of Money , Daniel has written several other books on behavioral finance, including The Behavioral Investor , The Laws of Wealth : Psychology and the Secret to Investor Success , and You’re Not That Great . Daniel also hosts his own podcast called Stand...
Dec 17, 2024•55 min•Ep 297•Transcript available on Metacast Our guest on the podcast today is author and financial psychologist, Dr. Brad Klontz. He’s an Associate Professor of Practice at Creighton University’s Heider College of Business. He’s also co-founder of the Financial Psychology Institute and managing principal of Your Mental Wealth Advisors, a fee-only registered investment advisory. Brad is co-author or co-editor of nine books on the psychology of money, including his latest, Start Thinking Rich: 21 Harsh Truths to Take You From Broke to Finan...
Dec 10, 2024•51 min•Ep 296•Transcript available on Metacast Our guests this week are Tom Idzorek and Paul Kaplan. This is Tom’s second appearance as a guest and Paul’s first. Tom is chief investment officer of retirement for Morningstar Investment Management. He also serves as a member of Morningstar’s 401(k) Committee, Public Policy Council, Global Investment Committee, US Investment Policy Committee, and the Editorial Board of Morningstar Magazine . Before retiring in 2023, Paul was director of research for Morningstar Canada and a senior member of Mor...
Dec 03, 2024•50 min•Ep 302•Transcript available on Metacast Hi, and welcome to The Long View . I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast, we welcome back retirement and tax expert Ed Slott. Ed is the president and founder of Ed Slott & Company, which provides retirement and tax-planning education to investment advisors and financial institutions. Ed has written several books, including his latest, The Retirement Savings Time Bomb Ticks Louder . PBS viewers may know Ed from his frequent ...
Nov 26, 2024•59 min•Ep 295•Transcript available on Metacast Today on the podcast, we welcome back Mark Berg. Mark is the founder of and lead advisor at Timothy Financial Counsel, which is an hourly financial planning firm that he started in 2000. Prior to launching Timothy Financial, Mark served as a client manager at a fee-only financial planning firm, and he has provided fee-only financial guidance since 1995. He holds a bachelor’s degree in economics from Wheaton College and is a certified financial planner practitioner and NAPFA-registered financial ...
Nov 19, 2024•52 min•Ep 294•Transcript available on Metacast Our guests this week are Jim Murphy and Charlie Hill of T. Rowe Price’s Municipal Bond Investment Team. Jim leads the team and is portfolio manager for several high-yield muni strategies. Charlie, who has been at T. Rowe since 1991, manages several short and intermediate term municipal-bond funds. Morningstar’s manager research team rates T. Rowe Price’s municipal bond capability highly with several strategies carrying Gold medalist ratings. Background Jim Murphy Bio T. Rowe Price Tax-Free High ...
Nov 12, 2024•54 min•Ep 293•Transcript available on Metacast Our guest this week is Charlie Dreifus. Charlie is portfolio manager of the Royce Special Equity Funds, highly regarded by Morningstar’s Manager Research team. Charlie was named Fund Manager of the Year by Morningstar in 2008 for his work on the Small-Cap Value US Equity Strategy, which he began running in 1998 after portfolio management stints at Lazard and Oppenheimer. Charlie’s investment career began in 1968. He holds degrees from City College of New York and Baruch College. Background Bio R...
Nov 05, 2024•55 min•Ep 292•Transcript available on Metacast Our guest on the podcast today is Anne Tergesen. Anne is a reporter covering retirement for The Wall Street Journal . Her stories often explore how retirement and preparing for retirement are changing today. She writes frequently on topics related to 401(k) plans and retirement savings, spending, and legislation. She also writes about employee benefits, longevity, and aging. Before joining the Journal , Anne worked for BusinessWeek magazine covering personal finance. Together with colleagues, sh...
Oct 29, 2024•56 min•Ep 291•Transcript available on Metacast Our guest on the podcast today is Phil Moeller. He’s the primary author of the Get What’s Yours series of consumer guidebooks, including a newly revised edition of Get What’s Yours for Medicare: Maximize Your Coverage, Minimize Your Costs . In addition, the series includes Get What’s Yours: The Revised Secrets to Maxing Out Your Social Security and Get What’s Yours for Health Care: How to Get the Best Care at the Right Price . Phil wrote the “Ask Phil” Medicare column for the PBS NewsHour websit...
Oct 22, 2024•55 min•Ep 290•Transcript available on Metacast Today on the podcast, we welcome back Jonathan Clements. Jonathan was one of our first guests when we launched this podcast, and today marks his third appearance. He’s the founder and editor of HumbleDollar, and he has written or edited several books about money and investing, including My Money Journey and How to Think About Money . Earlier in his career, Jonathan spent almost 20 years at The Wall Street Journal , where he was the newspaper’s personal finance columnist and six years at Citigrou...
Oct 15, 2024•56 min•Ep 289•Transcript available on Metacast Today on the podcast, we’re delighted to welcome back Jeremy Grantham. Jeremy is the long-term investment strategist at his namesake firm, Grantham, Mayo, Van Otterloo & Co., or GMO, which he cofounded in 1977. He serves on GMO’s Asset Allocation Committee and board of directors. Prior to GMO, Jeremy was cofounder of Batterymarch Financial Management and before that was an economist at Royal Dutch Shell. He earned his undergraduate degree from the University of Sheffield and his MBA from Harvard...
Oct 08, 2024•1 hr 15 min•Ep 288•Transcript available on Metacast Our guest this week is Jack Nelson. Jack is lead manager of the Stewart Investors’ Global Emerging Markets Leaders Sustainability strategy, which is highly regarded by Morningstar’s manager research team. Jack joined Stewart in Edinburgh, Scotland, in 2011 after obtaining an MA from Oxford. Background Bio Stewart Investors Emerging Markets “ Global Emerging Markets Sustainability Strategies Update ,” Q&A With Jack Nelson, stewartinvestors.com, April 2023. “ Finding Resilient Businesses in Emergi...
Oct 01, 2024•51 min•Ep 287•Transcript available on Metacast Our guest this week is Ankur Crawford. Ankur is a executive vice president and portfolio manager at Fred Alger Management, based in New York City. Ankur comanages the Alger Capital Appreciation Fund, which is highly regarded by Morningstar’s Manager Research Team, among other US large-cap growth equity strategies. She’s also the sole manager in the Alger Concentrated Equity Strategy, which is available as both an ETF and a traditional mutual fund. Prior to joining Alger in 2004, Ankur worked as ...
Sep 24, 2024•51 min•Ep 286•Transcript available on Metacast We’re doing something a little different this week. Amy Arnott and Dan Lefkovitz are flipping the microphone around and interviewing the anchor host of this podcast, Christine Benz, about her new her book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement . Christine is director of personal finance and retirement planning for Morningstar. She has been with the company since 1993, where she’s served as director of the fund research team, editor of Morningstar Mutual Funds,...
Sep 17, 2024•55 min•Ep 285•Transcript available on Metacast Our guest this week is Dr. Hendrik Bessembinder. Hank is the professor in Francis J. and Mary B. Labriola Chair in Competitive Business at Arizona State University’s Department of Finance. Prof. Bessembinder’s research focuses on market design and trading, including stock, foreign exchange, fixed income, futures, and energy markets, as well as on measuring long-term investment performance. He’s published numerous articles in the Journal of Finance , Journal of Financial Economics , and Review of...
Sep 10, 2024•48 min•Ep 284•Transcript available on Metacast Our guest on the podcast today is Kathy Stokes. Kathy is director of Fraud Prevention Programs with AARP, where she leads AARP’s efforts to educate older adults on the risks that fraud represents to their financial security. Kathy currently serves on the advisory council to the board of the International Association of Financial Crimes Investigators and on the advisory council to the Senior Issues Committee of the North American Securities Administrators Association. Kathy also serves on a Feder...
Sep 03, 2024•46 min•Ep 283•Transcript available on Metacast On today’s podcast, we’ll chat with two global asset-allocation specialists, Omar Aguilar from Charles Schwab and Sébastien Page from T. Rowe Price. Omar is CEO and chief investment officer for Schwab Asset Management. Before joining Schwab in 2011, he worked at a variety of firms including Financial Engines, ING Investment Management, Lehman Brothers, Merrill Lynch Investment Management, and Bankers Trust. And Sébastien Page is head of Global Multi-Asset Investing at T. Rowe Price, where he ove...
Aug 27, 2024•55 min•Ep 282•Transcript available on Metacast Our guest on the podcast today is Jackie Cummings Koski. She is a certified financial planner, and she is the author of a new book, F.I.R.E. For Dummies . FIRE stands for financial independence, retire early. Jackie is also the co-host of a podcast, Catching Up to FI , geared toward people getting a late start on financial independence. She is founder and CEO of Money Letters, LLC, which is geared toward providing financial education. She received her undergraduate degree in communications and j...
Aug 20, 2024•53 min•Ep 281•Transcript available on Metacast On today’s podcast, we’ll chat with Daniel Peris about his new book, The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market . Daniel oversees dividend-focused portfolios for Federated Hermes and has written several other books about investing, as well as a study of the former Soviet Union. Daniel began his investment career in the late ’90s as a stock analyst at Argus Research. Background Bio The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market Getting Back ...
Aug 13, 2024•50 min•Ep 280•Transcript available on Metacast Our guest on the podcast today is Matt Hougan, one of the world’s leading experts on crypto, exchange-traded funds, and financial technology. He’s the chief investment officer for Bitwise Asset Management, which offers several cryptocurrency-related funds and ETFs. He was previously chief executive officer of ETF.com and Inside ETFs. Hougan is co-author of A Comprehensive Guide to Exchange-Traded Funds and “Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Profess...
Aug 06, 2024•55 min•Ep 279•Transcript available on Metacast Today we’ll chat with Carl Tannenbaum, chief economist for Northern Trust. In his role, Carl prepares the bank’s official economic outlook and participates in forecast surveys. He is a member of Northern Trust’s investment policy committee, its capital committee, and its asset/liability management committee. Prior to joining Northern Trust, Carl spent four years leading the Federal Reserve’s risk section. He was deeply involved in the central bank’s response to the 2008 financial crisis. Carl be...
Jul 30, 2024•53 min•Ep 278•Transcript available on Metacast Today on the podcast, we welcome back author and financial educator, Brian Feroldi. His bestselling book is Why Does the Stock Market Go Up? He is also the founder of a financial education company called Long Term Mindset and a contributor to The Motley Fool. In addition, Feroldi has a big presence on YouTube, where his videos receive hundreds of thousands of views. He received his bachelor’s degree from the University of Connecticut and his MBA from the University of Rhode Island. Background Bi...
Jul 23, 2024•55 min•Ep 277•Transcript available on Metacast 
