The Long View podcast

The Long View

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By Morningstar. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio streamed directly from their servers.

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.

12 episodes available. A new episode about every 0 hours averaging 50 mins duration .

The Long View

Sheryl Garrett: 'The Industry Thought I Was Nuts'51:21

6h ago51:21

51:21

Background Information Sheryl Garrett bio Garrett Planning Network Books by Sheryl Garrett Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase Your Profits by Sheryl Garrett Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions by Sheryl Garrett and Marie Swift Personal Finance ...…

The Long View

James Montier: 'How Do I Get Paid for Owning This Asset?'53:25

7d ago53:25

53:25

Background Grantham, Mayo, Van Otterloo & Co. Behavioural Investing: A Practitioner's Guide to Applying Behavioural Finance by James Montier Value Investing: Tools and Techniques for Intelligent Investment by James Montier The Little Book of Behavioral Investing: How Not to Be Your Own Worst Enemy by James Montier GMO's research library Montier ...…

The Long View

Rick Ferri: 'There Are No Average Investors'48:27

14d ago48:27

48:27

Introduction and Background Rick Ferri's bio Ferri's philosophy Ferri Investment Solutions Ferri's books Ferri's Forbes column "Bogleheads on Investing" podcast hosted by Rick Ferri "Ferri: 3 Keys to a Successful Investment Strategy," Morningstar.com video "The conversation about asset allocation comes later, and the conversation about investme ...…

The Long View

Josh Brown: 'Standardize the Process, Personalize the Advice'53:13

22d ago53:13

53:13

Introduction and Background Ritholtz Wealth Management Josh Brown bio The Reformed Broker Josh Brown @reformedbroker Backstage Wall Street: An Insider’s Guide to Knowing Who to Trust, Who to Run From, and How to Maximize Your Investments by Josh Brown BrightScope Brown's appearance on Showtime's Billions Origin Story "A personal crisis." Josh d ...…

The Long View

Harold Evensky: 'It's an Unmitigated Disaster'49:52

29d ago49:52

49:52

Background (0:18-0:57) • Harold Evensky bio • Evensky & Katz/Foldes Financial • Personal Financial Planning Department, Texas Tech University • Financial Planning Standards Board Council (formerly known as "International CFP Council") • [CFP Board of Directors](formerly "Board of Governors") • CFP Council on Examinations (formerly "Board of Exa ...…

The Long View

Aron Szapiro: 'You Can't Fix What You Can't Measure'51:24

1M ago51:24

51:24

Background and Professional Development Szapiro's trajectory into policy research: "It was this arcane language that I wanted to understand." (1:15-2:39) • 10 Millennials Making Their Mark on Washington and Beyond Policy Research What policy means at Morningstar and for investors: "Policy really drives and dictates a lot of what ends up happeni ...…

The Long View

Michael Kitces: The Model Has to Change Again54:17

1M ago54:17

54:17

Background and Professional Development Michael’s formative years: “The only thing I really think I figured out by the end of college was…that I didn’t want to do psychology, theater, or medicine” (0:59-2:51) • Michael’s bio https://www.pinnacleadvisory.com/team/mkitces/?nabe=6040736886947840:1 • Pinnacle Advisory Group https://www.pinnacleadvi ...…

The Long View

Carolyn McClanahan: There's More to Money Than Just the Numbers55:41

2M ago55:41

55:41

The quest for real advice: How a “math nerd” found her way to medicine and eventually sought financial advice (1:12-3:32) Frustrated: How disappointing experiences with financial advisors spurred Carolyn to pursue a career in financial planning (3:33-4:56) “It worked beautifully”: Why Carolyn decided to charge flat fees for her planning service ...…

The Long View

Tim Buckley: There’s No One Even Close to Us21:48

2M ago21:48

21:48

“It’s the core of Vanguard”: What stewardship and investor-centricity has meant to the firm (1:58) Defining “client”: How Vanguard balances off the objectives of its different lines of business (2:51) Incredible scale can’t be taken for granted: Is it enough to just be a fund company? (4:22) Gazing into our crystal ball: What Vanguard looks lik ...…

The Long View

Morgan Housel: No One Hires a Luck Manager47:22

2M ago47:22

47:22

The accidental writer: Morgan’s background and how he came to write about financial topics (0:55-3:04) “The ability to write a check is no longer a competitive advantage”: What Collaborative Fund does, why Morgan was drawn to it, and the role content plays in its strategy (3:05-5:05) Authorial license: “It’s really important to write what…you y ...…

The Long View

Don Phillips: We’re All in the Behavior Modification Business1:01:38

2M ago1:01:38

1:01:38

Early influences • The paper-boy years: Don’s early investing influences (1:40) • The magic of mutual funds: “Sir John Templeton is my personal money manager” (2:45) • “I had gotten married”: How an aspiring literature professor became Morningstar’s first mutual-fund analyst (4:00) Building Fund Research • “Dark days”: What it was like in the f ...…

The Long View

William Bernstein: If You've Won the Game, Stop Playing55:04

3M ago55:04

55:04

• “I had to figure out how to save and invest on my own”: Bill’s crash course into investing and constructing a portfolio (1:29) • Separating the wheat from the chaff: How Bill decides what investing research matters and what doesn’t (4:30) • Top of the list: Books that profoundly influenced Bill’s investment philosophy and approach (5:45) • “T ...…

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