Arunma Oteh: ‘A Lot of Innovations That Are Very Important to Society Have Come Out of Development Banks’
Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Arunma Oteh, currently of the University of Oxford Saïd Business School. Arunma is a for...
13 Maj 202544min
Daniel Rasmussen: ‘Be Very Wary of Illiquid Asset Classes’
Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Daniel Rasmussen. He’s the founder and portfolio manager of Verdad Advisers, a hedge fun...
6 Maj 202553min
David Booth: ‘Usually the Great Ideas Start Out as Small Ideas and Then You Build on Them’
Our guest on the podcast today is David Booth. He’s the Chairman of Dimensional Fund Advisors, a firm he founded in 1981. David led Dimensional as CEO and later Co-CEO until 2017, when he stepped back...
29 Apr 202549min
Cullen Roche: What Tariffs Mean for Your Portfolio
Today on the podcast we welcome back Cullen Roche. Cullen is the founder and chief investment officer of the Discipline Funds, which manages the Discipline Fund ETF. In addition, he heads up Orcam Gro...
22 Apr 202558min
Vincent Montemaggiore: ‘The Two Best Defenses Against Tariffs Are a High-Gross Profit Margin and Pricing Power’
Our guest this week is Vincent Montemaggiore. Vince is a portfolio manager at Fidelity where he manages the Overseas Fund. The strategy is highly regarded by Morningstar’s manager research team. Prior...
15 Apr 202555min
Jean Chatzky: What Women Need to Do Differently With Their Money
Today on the podcast, we welcome back Jean Chatzky. Jean is the CEO of HerMoney.com and host of the podcast, HerMoney with Jean Chatzky. She has served as the financial editor of NBC Today for 25 year...
8 Apr 202550min
Dr. Jay Zigmont: Handling Your Finances When You Don’t Have Kids
Our guest on the podcast today is Dr. Jay Zigmont. He’s the author of a new book called The Childfree Guide to Life and Money, and he’s also the founder and CEO of Childfree Wealth, a financial planni...
1 Apr 202554min
Sudarshan Murthy: ‘These Countries Are in Much Better Shape Than They Were 10 Years Back’
Our guest this week is Sudarshan Murthy from GQG Partners. Sudarshan is a co-portfolio manager on all GQG investment strategies, which include global equities, US equities, and emerging markets. Befor...
25 Mars 202531min
