The Long View

Morningstar
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32 snips
Oct 7, 2025 • 1h 6min

Barry Ritholtz: ‘How Not to Invest’

Barry Ritholtz, co-founder and CIO of Ritholtz Wealth Management, dives into fascinating concepts around investing. He shares his shift from trading to long-term thinking, emphasizing behavioral economics. Ritholtz discusses the power of admitting uncertainty and challenges the allure of forecasts, pointing out their unreliability. He critiques the latte-factor mentality and advocates for using money to buy experiences instead. With insights on avoiding investment blunders and understanding market cycles, he offers innovative ways to rethink wealth management.
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10 snips
Sep 30, 2025 • 51min

Kerry Hannon: What Gen Xers Need to Know About Their Retirement Plans

Kerry Hannon, a senior columnist for Yahoo Finance and author of "Retirement Bites: A Gen X Guide to Securing Your Financial Future," shares insights tailored for Gen Xers navigating retirement. She highlights why retirement planning is particularly tough for this generation due to late savings and caregiving duties. Kerry discusses the benefits of target-date funds and cautions against adding complex assets like crypto to 401(k)s. She emphasizes the importance of skills and flexibility in the workforce while also addressing the emotional side of retirement.
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6 snips
Sep 23, 2025 • 59min

Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like’

In this engaging discussion, Dana Anspach, founder of Sensible Money, and Fritz Gilbert, creator of The Retirement Manifesto, share insights on joyful retirement. They explore the concept of phased retirement, with Dana revealing how a long nature trip transformed her outlook. Fritz dives into his pre-retirement preparations, emphasizing the importance of mini-retirements. They also discuss tactical financial strategies, including how to encourage meaningful spending and the role of annuities in retirement income.
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39 snips
Sep 16, 2025 • 48min

Larry Jacobson: ‘The Good Things in Our Life Are What Get in the Way of Great Things’

Larry Jacobson, an author and retirement coach, specializes in helping individuals find purpose in their post-work lives. He shares insights from his own journey sailing around the world, emphasizing that true happiness in retirement stems from experiences rather than wealth. Jacobson discusses the importance of planning for fulfillment, encourages stepping out of comfort zones, and reframes retirement as an opportunity for renewal. He also explores how meaningful pursuits can be more gratifying than leisure, inspiring listeners to redefine their retirement goals.
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61 snips
Sep 9, 2025 • 53min

Scott Bondurant: Why Mean Reversion Means Your Portfolio Should Have More Stocks

Scott Bondurant, the founder and chief investment officer of Bondurant Investment Advisory and an adjunct professor at Northwestern University, delves into mean reversion in financial planning. He highlights how this principle can influence retirement portfolios, suggesting more stocks may be beneficial. Scott also critiques traditional models and discusses innovative tools like Nebo software for personalized planning. Alongside, he shares his fascinating journey from collegiate tennis champion to finance expert, emphasizing the importance of enjoying both wealth and community in retirement.
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27 snips
Sep 2, 2025 • 56min

Joe Davis: How to Capitalize on ‘Megatrends’

Joe Davis, global chief economist at Vanguard, shares insights from his book on the interplay of megatrends like AI and investment strategies. He discusses how technological advancements impact market dynamics and challenge traditional economic views. Davis emphasizes the need for portfolio resilience in a deficit-driven environment, as well as how AI is reshaping careers. He also reflects on the value of mentorship and adaptability in navigating this evolving financial landscape.
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28 snips
Aug 26, 2025 • 47min

Neil Shearing: The World Isn’t Deglobalizing; It’s Fracturing

Neil Shearing, Group Chief Economist at Capital Economics and author of 'The Fractured Age', dives into the complexities of the global economy amidst rising geopolitical tensions. He discusses how US-China rivalry challenges the narrative of deglobalization, using Huawei as a case study. The episode uncovers the influence of AI on productivity and geopolitical dynamics, notably Taiwan's strategic role in chip production. Shearing also examines the resilience of the US dollar and potential shifts in supply chains, spotlighting countries like Vietnam and Mexico.
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60 snips
Aug 19, 2025 • 49min

Lawrence Lam: ‘The Types of Companies That Attract Me Are Founder-Led and Profitable’

In this enlightening discussion, Lawrence Lam, managing director of Lumenary Investment Management and author of 'The Founder Effect', shares his insights on founder-led companies. He delves into why these businesses often outshine traditional firms, influenced by his own familial legacy in entrepreneurship. Lawrence explores the remarkable rise of Chemist Warehouse and its innovative strategies. He also highlights leadership lessons from Arista Networks, emphasizing adaptability and strategic insights essential for long-term success in investing.
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78 snips
Aug 18, 2025 • 39min

The Biggest Risk Investors Face Today

Christine Benz, Morningstar’s director of personal finance and retirement planning, dives into the current investment landscape. She discusses the risks of complacency in the stock market and emphasizes strategic diversification, especially into international stocks. Benz advocates for mutual funds and ETFs for simplified investing as we age. As emotional investing can cloud judgement, she suggests annual portfolio reviews. The conversation also touches on aligning investment strategies with personal goals for a successful retirement.
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93 snips
Aug 12, 2025 • 53min

Nick Murray: ‘The Investor Is Hardwired to Be His Own Worst Enemy’

Nick Murray, a seasoned author and financial advisor known for 'Simple Wealth, Inevitable Wealth' and his newsletter 'Nick Murray Interactive', shares profound insights on investor behavior and financial planning. He discusses the historical lessons drawn from past market crises and the psychological hurdles investors often face. Murray emphasizes the necessity of disciplined strategies and cash reserves for retirees. He also highlights the importance of navigating market cycles with a long-term focus, reassuring clients to stay committed despite volatility.

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