『The Long View』のカバーアート

The Long View

The Long View

著者： Morningstar Christine Benz - Director of Personal Finance and Retirement Planning Ben Johnson - Head of Client Solutions Amy Arnott - Portfolio Strategist
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Empowering long-term investors with actionable insights on retirement, personal finance, and portfolio strategy. Hosts Christine Benz, Amy Arnott, and Ben Johnson talk with influential leaders in finance and investing every Wednesday.2025 Morningstar, Inc. マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 出世 就職活動 経済学
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  • Jeff Ptak: The Simple Secret to Becoming a Better Investor

    Jeff Ptak: The Simple Secret to Becoming a Better Investor
    2026/09/15
    Our guest on the podcast today is Jeff Ptak. He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in 2002 as a senior mutual fund analyst. Jeff was one of the original two co-hosts of this podcast and regularly posts his thoughts on Morningstar.com, Substack, X, and LinkedIn. Ptak’s work really focuses on investor outcomes. One of the highlights from the podcast today was when Ptak talked about how such a small number of stocks tend to generate a disproportionate amount of the market returns and what that means for diversified actively managed funds. He also discusses what target-date funds get right for investors, as well as what some of them may be missing.We’d love to hear what you think about The Long View podcast. Please take a moment to share your feedback—thanks for listening! Episode Highlights00:00:00 Mind the Gap and Investor Behavior 00:08:15 Crypto ETFs and Timing Mistakes 00:11:44 Active Funds and Letting Winners Run 00:23:11 Improving Investor Outcomes Through Lower Costs 00:30:20 Private Markets, SpaceX, and 401(k) Risks 00:34:26 Thematic ETFs, Speculation, and Fun Money 00:38:51 Market Timing Myths and Portfolio Construction 00:42:27 Is Tech’s Dominance Sustainable? More From MorningstarRead: Mind the Gap 2026 Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice Will Danoff: ‘Be Very Careful of Unprofitable Companies’ Don Phillips: Encouraging Better Outcomes for Investors 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.
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    52 分
  • Jean Chatzky: How to Create a Forever Paycheck for Retirement

    Jean Chatzky: How to Create a Forever Paycheck for Retirement
    2026/09/08
    Today on the podcast, we welcome back Jean Chatzky. Jean is the author of a new book about retirement planning called The Forever Paycheck: The New Retirement Strategy to Spend More, Worry Less, and Never Run Out of Money. In addition, she has written several other New York Times bestselling books about money and investing. She’s also CEO of HerMoney.com and host of the podcast Her Money with Jean Chatzky. She served as the financial editor of NBC Today for 25 years and is the financial ambassador for AARP. She appeared frequently on CNN and MSNBC, and was a recurring guest on The Oprah Winfrey Show.We’d love to hear what you think about The Long View podcast. Please take a moment to share your feedback—thanks for listening!Episode Highlights00:00:00 Introduction00:01:00 Why Retirees Struggle to Spend00:05:18 Creating a Retirement Paycheck00:09:25 Choosing Annuities and Financial Advice00:20:40 Bridging the Social Security Gap00:23:40 Managing Sequence-of-Returns Risk00:28:42 Retirement Planning for Couples and Working Longer00:37:17 Protecting Against Financial Fraud00:40:39 How Jean Chatzky Reimagined RetirementMore from The Long ViewBrett Arends: Worried About Outliving Your Money? There’s an Answer Dana Anspach: Don’t Let Fear Ruin Your Retirement Stefan Sharkansky: The Retirement Rule That Leaves Too Much Money Behind 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.
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    49 分
  • David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’

    David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’
    2026/09/01
    Today’s guest on The Long View is David Booth. David is a repeat guest, the founder of Dimensional Fund Advisors, and has just released a new book titled Stay Calm: Learn to Embrace Uncertainty in Investing and Life. One of the interesting through lines on the episode really centered on data. David explained that without data, people are just arguing beliefs. There was so much time within the industry where investors really were in a data desert. That foundational layer was critical to everything that David, his colleagues at Dimensional, and so many others around the broader investing industry have ultimately brought to bear for the benefit of so many investors over the years. Plus, David explained that having access to a more complete dataset can really help provide a sense of calmness and reassurance for investors, even in an uncertain environment. Episode Highlights 00:00:00 Introduction 00:03:21 How Market Data Revolutionized Investing 00:09:22 Learning From Eugene Fama 00:16:16 Communicating Financial Science 00:20:40 What is the Efficient-Market Hypothesis? 00:24:11 Diversification and the Limits of Indexing 00:32:37 Is Dimensional Active or Passive? 00:34:24 The Science Behind Factor Investing 00:40:29 Trusting Markets and Embracing Uncertainty More From Morningstar David Booth: ‘Usually the Great Ideas Start Out as Small Ideas and Then You Build on Them’ Don Phillips: Encouraging Better Outcomes for Investors Charley Ellis: Indexing Is a Marvelous Gift 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.
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    50 分
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