Page de couverture de The Long View

The Long View

The Long View

Auteur(s): Morningstar
Écouter gratuitement

À propos de cet audio

 Expand your investing horizons and look to the long term. Join hosts Christine Benz, Amy C. Arnott, and Ben Johnson 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.2025 Morningstar, Inc. Finances personnelles Gestion et leadership Économie
Épisodes
  • Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner

    Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner
    Feb 17 2026

    Our guest on the podcast today is Jim O’Shaughnessy. Jim founded O’Shaughnessy Asset Management, a quantitative investment management firm in 1993. Franklin Templeton acquired the firm in 2021. Jim is also an author of several books, including Invest Like the Best and What Works on Wall Street. His latest book, Two Thoughts: A Timeless Collection of Infinite Wisdom, is a compilation of quotations from famous artists, writers and thinkers. Jim also hosts his own podcast called Infinite Loops. In addition, Jim is the founder and CEO of O’Shaughnessy Ventures, which provides financial backing and other support to individuals and projects.

    Episode Highlights

    00:00:00 Building a New Way to Analyze the Stock Market

    00:07:18 How Stock Brokers Sold Stories Before Quants

    00:12:19 Stock Price vs. Narrative and How Quants Avoid Stock Investing Pitfalls

    00:20:05 Long-Term Investing, Bonds, and Keeping Emotions Out of Your Portfolio

    00:29:50 Pre-Seed Investments, Finding the Right Founders, and Valuations Today

    00:40:08 The Making of Two Thoughts: A Timeless Collection of Infinite Wisdom

    00:47:29 Voices on the Infinite Loops Podcast

    00:53:12 “Statis is Death” and Lifelong Learning

    More From The Long View

    Nick Maggiulli: Climbing the Wealth Ladder

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

    More From Morningstar

    How to Determine What a Stock Is Worth

    How to Build a Portfolio to Reach Your Financial Goals

    5 Ways Emotions Sabotage Your Investment Success

    FOMO Can Lead to Lower Returns. Don’t Fall For It

    If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com.

    Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances.

    If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
    Voir plus Voir moins
    1 h et 2 min
  • Sara Devereux: Bonds Are Still Ballast

    Sara Devereux: Bonds Are Still Ballast
    Feb 10 2026
    Today’s guest on The Long View is Sara Devereux. Sara is the Chief Investment Officer of Vanguard Capital Management and Global Head of Fixed Income. She oversees the investment professionals responsible for portfolio management, trading, and research for Vanguard’s internally managed fixed-income funds and ETFs, including actively managed bond and money market portfolios and bond index portfolios. Before joining Vanguard in 2019, Sara was a partner at Goldman Sachs, where she spent over 20 years in mortgage-backed securities and structured products trading and sales. Earlier in her career, she worked at HSBC, in risk management advisory and interest rate derivative structuring. She started her career as an actuary at AXA Equitable Life Insurance. Barron has named Sara to its annual list of the 100 Most Influential Women in US Finance every year since 2022.Episode Highlights00:00:00 Vanguard’s Investing Philosophy and New Innovations00:06:20 Active Fixed-Income Strategy and the Alpha Waterfall00:13:34 ETF’s Explosion, Active Management, and Private Credit Risk00:23:10 How Technology Is Reshaping the Bond Market00:29:51 Bond Market Performance 2025, Bonds as Ballasts, and Term Premiums00:37:27 Bond Market Risks in 202600:42:51 Shifting Policy Crosswinds, Cracks in Credit, and AI Capex Risks00:50:18 Technical Signals to Watch in 2026Books MentionedStay the Course: The Story of Vanguard and the Index RevolutionMore From MorningstarVanguard’s Sara Devereux: Why It’s a ‘Terrific Environment’ for Bond IncomeSalim Ramji: The Industry Uses Complexity As a Mask to Charge MoreMorningstar’s Guide to Fixed-Income InvestingIf you have a comment or a guest idea, please email us at TheLongView@Morningstar.com.Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances.If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
    Voir plus Voir moins
    56 min
  • Sally Balch Hurme: Getting Your Affairs in Order as You Get Older

    Sally Balch Hurme: Getting Your Affairs in Order as You Get Older
    Feb 3 2026

    Our guest on the podcast today is Sally Balch Hurme. Sally is the author of Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes, as well as several other books. She worked at AARP for 23 years and has written more than 20 law review articles on topics related to elder law. She has also served on the boards of the National Guardianship Association and the Center for Guardianship Certification, where she helped develop standards for guardians and reform guardianship policies and procedures. Before moving to AARP, she was a partner in a private law firm and held several other legal roles. She also served as an adjunct professor at the George Washington University Law School, teaching elder law for eight years. She received her BA from Tulane University and her JD cum laude from the Washington College of Law at American University.

    Episode Highlights

    00:00:00 Working at the American Bar Association, AARP, and as a Caregiver

    00:06:15 How to Get Started in Eldercare Planning

    00:08:15 Final Wishes, Finding Your Roots, and Key Documents

    00:26:31 Designated Beneficiaries and Medication Tracking

    00:33:38 Home Deeds and The Power in Power of Attorney

    00:39:48 Cleaning Up Digital Assets

    Sally Hurme Books

    Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes

    The ABA/AARP Checklist for Family Caregivers: A Guide to Making It Manageable

    More From Morningstar

    Beth Pinsker: Lessons From ‘My Mother’s Money’

    Inherited IRAs: What to Know About Taxes, RMDs, and More

    How to Tackle Estate-Planning Basics in 7 Steps

    If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com.

    Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances.

    If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
    Voir plus Voir moins
    51 min
Pas encore de commentaire