The Long View
By Morningstar
Empowering long-term investors with actionable insights on retirement, personal finance, and portfolio strategy. Hosts Christine Benz, Amy Arnott, and Ben Johnson talk with influential leaders in finance and investing every Wednesday.
24 episodes
All Episodes
Navigating Whiplash Economy: Systems Thinking for Supply Shock Uncertainty
Navigate a "whiplash economy" where supply shocks defy models. Discover why traditional indicators fail and how to build resilience through scenario planning and prioritizing data integrity.
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Model Portfolios: Strategic Advantage Beyond Security Selection
Model portfolios redefine the advisor's role, enabling a strategic focus on client planning and sophisticated wealth management, not just security selection.
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Beyond Estate Plans: Anticipating Incapacity and Long-Term Care
Estate planning is more than assets; it's anticipating incapacity and ensuring dignity. Discover how conventional wisdom fails and gain an advantage in proactive, resilient planning.
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Challenging 4% Rule: Rethinking Retirement Risk and Reward
The 4% rule fails in most countries, exposing retirees to significant portfolio depletion risk. Discover resilient strategies beyond conventional wisdom.
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Identifying Enduring Competitive Advantages Beyond Obvious Strengths
Identify true economic moats by looking beyond great products and embracing the difficult work of mapping long-term consequences to find sustained profitability.
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Late Start Physicians Leverage Mistakes for Financial Independence
Embrace the "late start" as a superpower for financial independence. Discover how intentional saving and reframing career pressures unlock autonomy and a richer life, regardless of your starting point.
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Proactive Retirement Strategy: Actionable Insights for the Five Years Before Retirement
The five years before retirement demand decisive action, not passive observation. Proactively shape your financial future to transform potential anxiety into a manageable sprint towards well-being.
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Re-Wiring Retirement: Shifting Mindset From Saving to Spending
Retirees face a hidden fear of spending, not saving, due to a lifetime of ingrained financial habits. This analysis reveals the psychological "re-wiring" needed for a truly fulfilling retirement.
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Reframing Financial Success: Deploy Resources for a Fulfilling Life Sooner
Financial success is not wealth accumulation, but strategically deploying resources to live a fulfilling life sooner. Don't let "later" arrive too late.
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Private Markets' Evergreen Shift: Navigating Liquidity, Metrics, and Valuations
Private markets offer higher returns but hide risks in illiquidity and misleading performance metrics. Understand valuation nuances and manager liquidity experience to gain a strategic edge.
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Arbitraging Human Psychology for Sustainable Investment Advantage
Discover how understanding enduring human psychology--not chasing trends--unlocks sustainable investment advantage, revealing the hidden cost of prioritizing narrative over price.
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Vanguard's Evolving Fixed Income Strategy: Beyond Low Costs
Vanguard's active fixed income strategy builds durable advantage through repeatable alpha sources, technology, and patience, redefining the "Vanguard Effect" beyond low costs.
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Proactive Personal Affairs Organization Eases Family Grief and Logistical Burdens
Proactive planning transforms grief into a manageable process, offering loved ones clarity and peace during difficult transitions by addressing complexities others ignore.
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Private Markets Hide Distress Through Misleading Metrics
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
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
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
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
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
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
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
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
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
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
Active bond management exploits market fragmentation and complexity, offering consistent outperformance where passive indexing risks unintended exposures and systemic vulnerabilities.
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