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)

Spot Hidden Crypto Stocks and Funds in Your Portfolio

Spot Hidden Crypto Stocks and Funds in Your Portfolio

In today’s episode, Manan Agarwal, quantitative analyst for Morningstar Research Services, explains why cryptocurrencies aren’t hedges against stocks or inflation. What Makes Digital Assets Different ...

30 Jun 202317min

Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor and Smart Investor newsletter editor, talks about the hype versus reality in the AI boom and the optimism about a soft landin...

23 Jun 202314min

Turning a ‘Hard No’ Into Financial Freedom

Turning a ‘Hard No’ Into Financial Freedom

In today’s episode, Kiersten and Julien Saunders, rich & REGULAR podcast hosts and authors of “Cashing Out,” discuss how they made FIRE work for their lifestyle, the weight of building generational we...

16 Jun 202323min

Gain From the Weight-Loss Trend With These Stocks

Gain From the Weight-Loss Trend With These Stocks

Everyone’s been talking about the drug semaglutide, used to treat Type 2 diabetes. It’s marketed under the brand names Ozempic, Wegovy, and now, Mounjaro. Are any of the drugmakers a buy? Salesforce’s...

9 Jun 202320min

Double Trouble: How the Dot-Com and Tech Bubbles Compare

Double Trouble: How the Dot-Com and Tech Bubbles Compare

In today’s episode, Jack Shannon, equities strategies senior analyst for Morningstar Research Services, talks about why active fund managers seemed to repeat the same mistakes.Why did you decide to an...

2 Jun 202316min

What to Do as Recession Fears Grip Investors

What to Do as Recession Fears Grip Investors

In today’s episode, Mark Miller, a Morningstar contributor, and author of “Retirement Reboot,” discusses the debate over whether HSAs are the right path to expand affordable healthcare.Home Depot Gets...

26 Mai 202321min

Just Where’s the U.S. Economy Headed?

Just Where’s the U.S. Economy Headed?

In today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, discusses the U.S. debt ceiling, banking sector crisis, and strong jobs market.IntroductionDisney’s Disap...

19 Mai 202316min

Active ETFs Take Off –– 3 Ideas for Investors

Active ETFs Take Off –– 3 Ideas for Investors

In today’s episode, Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses what costs can tell investors about a fund’s success.Introducti...

12 Mai 202324min

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