The Long View

By Morningstar

Expand your investing horizons and look to the long term. Join hosts Christine Benz, Amy C. Arnott, and Ben Johnson as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.

11 episodes

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All Episodes

Private Markets Hide Distress Through Misleading Metrics

Jan 27, 2026

Uncover how private credit and equity metrics deceive investors, revealing hidden risks and inflated returns through PIK interest and PME paradoxes.

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Optimizing Retirement Tax Planning Beyond Fear-Based Narratives

Jan 20, 2026

Optimize retirement taxes by strategically spending taxable accounts first, preserving tax-advantaged funds for Roth conversions during your "golden years."

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Harnessing Inertia and Biases for Improved Investor Outcomes

Jan 13, 2026

Harness inertia with smart defaults to boost investor outcomes, as inaction is the most powerful force in finance. Discover how understanding human biases leads to greater financial well-being and happiness.

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Personalized Portfolios: Adherence Over Theoretical Optimization

Jan 06, 2026

Build portfolios you can stick with by aligning investments with your life needs and time horizons, not just chasing returns. Temporal diversification prevents forced selling during downturns.

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Holistic Retirement Planning -- Beyond Finance to Purpose and Relationships

Dec 30, 2025

Retirement success means planning for purpose and relationships, not just money, to transform extended lifespans into fulfilling opportunities.

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Global Diversification and AI Productivity Boosts Amid US Equity Rotation

Dec 23, 2025

Global diversification is crucial as emerging markets and Europe offer compelling growth, while US equity outperformance may not sustain due to high valuations.

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Active Management Alpha Generation in Inefficient Municipal Bond Market

Dec 16, 2025

Leverage technology and deep credit analysis to exploit municipal bond market inefficiencies, generating alpha by identifying overlooked opportunities and managing risk proactively.

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Proactive Planning for Successful Aging and Caregiving

Dec 09, 2025

Plan for aging proactively: "Time travel" with elders, set family boundaries, and secure legal and financial plans to ensure your wishes are met.

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Financial History Reveals Recurring Risks and Enduring Resilience

Dec 02, 2025

Chronic U.S. deficits deviate from historical norms, breaking a pattern of debt reduction after emergencies, which now risks future crisis response capacity.

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Dividend Investing Strategies for a Shifting Market Landscape

Dec 01, 2025

Dividend stocks are poised for a breakout in 2026 as frothy tech valuations shift, offering defensive resilience and attractive international yields over 3% versus US yields of 1.1%.

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Active Management's Edge in Fragmented Bond Markets

Nov 25, 2025

Active bond management exploits market fragmentation and complexity, offering consistent outperformance where passive indexing risks unintended exposures and systemic vulnerabilities.

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