Investing Insights
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

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Episoder(203)

Economy Outshines ‘Uneventful Earnings’

Economy Outshines ‘Uneventful Earnings’

Episode notes: In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor, talks about the strong economy and where investors can find some opportunities.Timestamps:Earnings Season Tre...

25 Aug 202313min

Microsoft Bets Big on AI: What Investors Should Know, Part Two

Microsoft Bets Big on AI: What Investors Should Know, Part Two

In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition. Timestamps:Big Tech and AIWhat Give...

17 Aug 202319min

Microsoft Bets Big on AI: What Investors Should Know, Part One

Microsoft Bets Big on AI: What Investors Should Know, Part One

: In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition. Timestamps:OpenAI’s Origin Story ...

10 Aug 202317min

Interest-Rate Forecast: What’s Next?

Interest-Rate Forecast: What’s Next?

In today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, explains why he thinks the Federal Reserve is done raising interest rates and when he expects the cuts to...

4 Aug 202321min

What To Do With Your Cash Right Now

What To Do With Your Cash Right Now

In today’s episode, Madeline Hume, a NEXT senior research analyst for Morningstar Research Services, talks about how high cash rates will affect bonds. Netflix Surpassed ExpectationsUnited Airlines Q2...

28 Jul 202316min

Nasdaq 100 Rebalance: What It Means for Your Portfolio

Nasdaq 100 Rebalance: What It Means for Your Portfolio

In today’s episode, Ryan Jackson, a manager research analyst for Morningstar Research Services, talks about how the Nasdaq 100 rebalancing will affect Invesco QQQ Trust and other funds tracking the gr...

21 Jul 202321min

Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)

Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)

In today’s episode, Morningstar Inc’s Dr. Danielle Labotka, behavioral scientist, and Sam Lamas, senior behavioral researcher, explore the emotions around asking for help with money. How Many People i...

14 Jul 202310min

Firing Your Financial Advisor? When To Stay, When To Go

Firing Your Financial Advisor? When To Stay, When To Go

In today’s episode, Morningstar Inc’s Sam Lamas, senior behavioral researcher, and Dr. Danielle Labotka, behavioral scientist, discuss the importance of setting expectations on both sides. Why Do Inve...

7 Jul 202311min

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