Neil Shearing: The World Isn’t Deglobalizing; It’s Fracturing
Our guest this week is Neil Shearing. Neil is Group Chief Economist at Capital Economics and the author of a new book, The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy...
26 Aug 202546min
Lawrence Lam: ‘The Types of Companies That Attract Me Are Founder-Led and Profitable’
Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Lawrence Lam. Lawrence is managing director and founder of Lumenary Investment Managemen...
19 Aug 202549min
The Biggest Risk Investors Face Today
Today on The Long View, we’re featuring an episode from another Morningstar podcast, The Morning Filter, which you can subscribe to on Apple podcasts or wherever you get your podcasts.Usually, Susan D...
18 Aug 202539min
Nick Murray: ‘The Investor Is Hardwired to Be His Own Worst Enemy’
Our guest on the podcast today is Nick Murray. Nick has written several influential books about investing and financial advice, including The Game of Numbers, Simple Wealth, Inevitable Wealth, and his...
12 Aug 202553min
Charley Ellis: Indexing Is a Marvelous Gift
BackgroundBio“Charley Ellis: Why Active Investing Is Still a Loser’s Game,” The Long View podcast, Morningstar.com, May 27, 2020.Rethinking Investing: A Very Short Guide to Very Long-Term InvestingWin...
5 Aug 202555min
Cliff Asness: ‘The Problem Was Never Beta. The Problem Was Paying Alpha Fees for Beta’
Today on the podcast we welcome back Cliff Asness. Cliff is the founder, managing principal, and chief investment officer at AQR Capital Management. Cliff writes often about investing and financial ma...
29 Juli 202554min
Nick Maggiulli: Climbing the Wealth Ladder
Today on the podcast we welcome back Nick Maggiulli. He’s the author of a new book called The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life. His first book was called Just Kee...
22 Juli 202554min
Brian Selmo: ‘Winning by Not Losing’
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 Landecke...
15 Juli 202553min
