259 episodes

Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak 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.

The Long View Morningstar

    • Business
    • 4.6 • 698 Ratings

Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak 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.

    Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’

    Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’

    The founder and CEO of Creative Planning on scaling up an RIA giant, why AI in financial advice is ‘inevitable,’ and whether financial advisors will face fee compression in the years ahead.

    • 51 min
    Bryan Armour: Is Index Investing’s Superpower Unstoppable?

    Bryan Armour: Is Index Investing’s Superpower Unstoppable?

    A Morningstar researcher discusses rising passive share, bitcoin ETFs, and the future of active management.

    • 50 min
    Anne Lester: You’re Bad at Savings and It’s Not Your Fault

    Anne Lester: You’re Bad at Savings and It’s Not Your Fault

    An author and retirement expert discusses the financial challenges confronting young adults and what financial advice she’d give her younger self.

    • 58 min
    JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years

    JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years

    The CEO of Wasatch talks small-cap equity investing in the age of the ‘Magnificent Seven’ and how his firm sorts through thousands of companies across the globe.

    • 52 min
    Sonali Pier: Don’t Rent Yield

    Sonali Pier: Don’t Rent Yield

    A top fixed-income manager discusses the possibility of a soft landing, the prospects for lower-quality bonds, and key lessons from 2022's challenging bond market.

    • 42 min
    Marc Freedman: The Case for Encore Careers

    Marc Freedman: The Case for Encore Careers

    An author and entrepreneur discusses the benefits of age diversity in the workplace, the importance of purpose later in life, and why older workers might consider a ‘gap year.’

    • 51 min

Customer Reviews

4.6 out of 5
698 Ratings

698 Ratings

Jeff G NJ ,

Primeval Episode

Great interview. As a financial advisor, I really appreciated hearing from them since they do very little communicating with the media.

Doughley ,

The best investing podcast!

I feel our on personal finance, investing and financial independence, so I listen to plenty of podcasts and read a lot. The Long View is by far my favorite such podcast! They have consistently interesting, accomplished and helpful guests on so many important topics. The hosts are great, with Christine Benz a standout in her field and podcasting. I take a walk every Tuesday when the show drops — it’s that good! I’d give this one ten stars if there were five more stars.

BeachBum2164 ,

TRPIM

Loved the October 2023 interview with David Giroux. Absolutely one of the best financial insights talks. A don’t miss!

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