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The Long View

The Long View

Morningstar

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.

259 - Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’
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  • 259 - 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.

    Tue, 26 Mar 2024 - 51min
  • 258 - Bryan Armour: Is Index Investing’s Superpower Unstoppable?

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

    Tue, 19 Mar 2024 - 50min
  • 257 - 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.

    Tue, 12 Mar 2024 - 58min
  • 256 - 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.

    Tue, 5 Mar 2024 - 52min
  • 255 - 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.

    Tue, 27 Feb 2024 - 42min
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