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The Long View

The Long View

Auteur(s): Morningstar
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 Expand your investing horizons and look to the long term. Join hosts Christine Benz, Dan Lefkovitz, and Amy C. Arnott 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
  • Brian Selmo: ‘Winning by Not Losing’

    Brian Selmo: ‘Winning by Not Losing’
    Jul 15 2025

    Our guest this week is Brian Selmo. Brian is a portfolio manager and research director at First Pacific Advisors. Since 2013, he has comanaged the FPA Crescent Fund with Steve Romick and Mark Landecker, and in 2021, he became comanager of the FPA Global Equity ETF. Both strategies are highly regarded by Morningstar’s Manager Research Team. Before joining FPA in 2008, Brian worked as an analyst at Third Avenue Management and at Rothschild, and was founder and portfolio manager of Eagle Lake Capital. Brian holds a degree from Johns Hopkins.

    Show NotesBackground

    Bio

    LinkedIn

    FPA

    FPA Crescent Fund

    Steve Romick: ‘We Think Defensively’, The Long View podcast, Aug. 25, 2020.

    Morningstar Awards for Investing Excellence

    References

    In an Uncertain World: Tough Choices From Wall Street to Washington, by Robert E. Rubin and Jacob Weisberg
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    54 min
  • Salim Ramji: The Industry Uses Complexity As a Mask to Charge More

    Salim Ramji: The Industry Uses Complexity As a Mask to Charge More
    Jul 8 2025

    We’re taping this podcast at the Morningstar Investment Conference, where we’re delighted to be joined by Vanguard CEO Salim Ramji, who joined Vanguard just about a year ago. Prior to joining Vanguard, Salim was a senior leader at BlackRock, where his most recent position was as global head of iShares and index investing. Before that, he was a senior partner at McKinsey & Company. Salim started his career as a lawyer at Clifford Chance in London and Hong Kong.

    Background

    Bio

    Vanguard Announces Appointment of Salim Ramji as New CEO

    A message From Salim Ramji

    Topics

    Vanguard Chooses an Outsider as Its New CEO, by Daniel Sotiroff, Morningstar.com, May 14, 2024.

    Vanguard’s New CEO: The Story Everyone Is Missing, by Susan Dziubinski and Daniel Sotiroff, Morningstar.com, April 22, 2025.

    Ramji Discusses Vanguard at 50 With Wall Street Week, May 22, 2025.

    2025 Morningstar Investment Conference: How to Invest Today, Laura Lallos, Morningstar.com, June 27, 2025.

    Vanguard CEO on Outages, Expansion Plans and Culture, Bloomberg, Aug. 5, 2024.

    2025 MIC: Vanguard CEO Salim Ramji on AI, Fees, and the Future of the Firm, Hedge Fund Alpha, June 27, 2025.

    Vanguard Unveils Generative AI Client Summaries for Financial Advisors, Vanguard, May 5, 2025.

    Automated Investing With Digital Advisor

    The Best Robo-Advisors of 2025, Dan Culloton, Morningstar.com, May 2, 2025.

    How Vanguard plans to play disruptor again, by Brooke Masters, Financial Times, Feb. 11, 2025.

    Vanguard CEO Salim Ramji cools the jets on private assets, by Tania Mitra, Citywire, June 26, 2025.

    Vanguard CEO says its public-private efforts rooted in partnerships, not acquisitions, by Rob Kozlowski, Pensions & Investments, June 26, 2025.

    Vanguard sets sights on private markets (at the right price), by Lachlan Maddock, Investment Magazine, March 5, 2025.
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    31 min
  • JL Collins: The (Still) Simple Path to Wealth

    JL Collins: The (Still) Simple Path to Wealth
    Jul 1 2025
    For this holiday week, we’re resurfacing one of our favorite episodes from 2025 so far. Author JL Collins talking about the new edition of his bestselling book, The Simple Path to Wealth. We hope that you’ll enjoy the episode, and we’ll be back with a brand-new one next week. In the meantime, happy Fourth of July.Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast, we welcome back author and blogger JL Collins. JL’s first book, The Simple Path to Wealth: Your road map to financial independence and a rich, free life, was published in 2016 and has since sold more than 1 million copies. He has recently come out with a second edition of the book, which his daughter, Jess, collaborated on. In 2023, he published another book called Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence.BackgroundBioThe Simple Path to Wealth (Revised & Expanded 2025 Edition): Your Road Map to Financial Independence and a Rich, Free LifePathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence—And How to Join ThemThe Simple Path to Wealth, 4% Rule, Inflation, and Stocks“Case Study #1: Putting the Simple Path to Wealth Into Action,” by JL Collins, jlcollinsnh.com, July 10, 2023.“Things Important, and Unimportant,” by JL Collins, jlcollinsnh.com, March 1, 2023.“Stocks—Part XIII: The 4% Rule, Withdrawal Rates and How Much Can I Spend Anyway?” by JL Collins, jlcollinsnh.com, Oct. 15, 2023.“Déjà Vu All Over Again,” by JL Collins, jlcollinshh.com, April 18, 2025.“Stocks—Part IV: The Big Ugly Event, Deflation and a Bit on Inflation,” by JL Collins, jlcollinsnh.com, Nov. 16, 2023.“Stocks—Part XXII: Stepping Away From REITs,” by JL Collins, jlcollinsnh.com, May 12, 2025.“Stocks—Part XXVII: Why I Don’t Like Dollar Cost Averaging,” by JL Collins, jlcollinshn.com, Jan. 8, 2024.“Stocks—Part III: Most People Lose Money in the Market,” by JL Collins, jlcollinsnh.com, Nov. 16, 2023.“Time Machine and the Future Returns for Stocks,” by JL Collins, jlcollinsnh.com, July 10, 2023.Debt Paydown“Chainsaws and Credit Cards,” by JL Collins, jlcollinsnh.com, March 30, 2023.“Stocks—Part XXVIII: Debt – The Unacceptable Burden,” by JL Collins, jlcollinsnh.com, May 12, 2025.Other“JL Collins: The Case for Simplicity,” The Long View podcast, Morningstar.com, April 5, 2022.“JL Collins: Spotlighting the Many Paths to Financial Independence,” The Long View podcast, Morningstar.com, Oct. 31, 2023.Vanguard Total Stock Market Index VTSAXBill BengenMr. Money Mustache
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    57 min

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