Powered by RND

The Long View

Morningstar
The Long View
Último episodio

Episodios disponibles

5 de 336
  • Joe Davis: How to Capitalize on ‘Megatrends’
    Listen Now: Listen and subscribe to Morningstar’s The Long View from your mobile device: Apple Podcasts | SpotifyOur guest on the podcast today is Joe Davis, global chief economist at Vanguard and global head of the firm’s Investment Strategy Group. He chairs the firm’s Strategic Asset Allocation Committee, which governs multi-asset class investment solutions. And he is a member of the senior portfolio management team of Vanguard’s Fixed Income Group. Joe is the author of a new book called Coming Into View: How AI and Other Megatrends Will Shape Your Investments. Joe earned his B.A. from St. Joseph’s University and his master’s and Ph.D. in economics at Duke University.BackgroundBioComing Into View: How AI and Other Megatrends Will Shape Your InvestmentsTariffs and Treasury Bonds“Tariffs and Market Volatility: Perspectives for Investors,” by Joe Davis, vanguard.com, April 7, 2025.“Vanguard Warns of 9% Treasury Bond Yields if Deficits Keep Ballooning,” by Sam Bourgi, investorsobserver.com, June 17, 2025.“US Equity Outperformance,” video commentary by Joe Davis, vanguard.com, Feb. 4, 2025.Artificial Intelligence and Megatrends“America Needs an AI Boom to Grow Out of Our Debt Problem. There Is No Guarantee,” by Joe Davis, barrons.com, May 23, 2025.“AI’s Impact on Productivity and the Workforce,” by Joe Davis, vanguard.com, March 4, 2025.“Active Investing? Don’t Overlook Value in the Age of AI,” by Joe Davis, vanguard.com, Feb. 20, 2025.“Megatrends and the US Economy, 1890-2040,” by Joe Davis, Lukas Brandl-Cheng, and Kevin Khang, papers.ssrn.com, June 10, 2024.Other“Joe Davis: ‘We Will See China-Like Growth for a Time in the United States,’” The Long View podcast, Morningstar.com, April 14, 2021.
    --------  
    55:51
  • 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. In addition to managing a team of economists and serving as a voice in the investment community, Neil is an associate fellow at Chatham House, an international affairs think tank. He joined Capital Economics in 2006 from the United Kingdom’s Treasury Ministry. He holds economics degrees from the University of London and the University of York.BackgroundBioThe Fractured Age: How the Return of Geopolitics Will Splinter the Global EconomyChatham House“Neil Shearing: What You Might Be Missing About the Current Economy,” The Long View podcast, Morningstar.com, April 16, 2024.Global Economic Fracturing, Tariffs, and AI“America or China? As the Global Economy Fractures, the World Will Have to Choose,” by Neil Shearing, capitaleconomics.com, Aug. 14, 2025.“Trump, Institutions, and the Deafening Silence of the Markets,” by Neil Shearing, capitaleconomics.com, Aug. 6, 2025.“Chinese Overcapacity Is a Disinflationary Gift and a Geopolitical Threat,” by Neil Shearing, capitaleconomics.com, July 21, 2025.“Fiscal Stability Is Now as Much About People as Policy,” by Neil Shearing, capitaleconomics.com, July 14, 2025.“This Trade War Is the Symptom—Global Fracturing Is the Cause,” by Neil Shearing, capitaleconomics.com, July 7, 2025.“’Tariff Man’ Returns, US-China Diverging Price Risks—and Is AI Triggering a Jobs Bloodbath?” The Weekly Briefing podcast, capitaleconomics.com, July 11, 2025.“Chip Choke: What Happens if China Throttles Taiwan’s Economy,” by Neil Shearing, afr.com, April 26, 2025.OtherHuaweiSmoot-Hawley Tariff ActBIS Triennial Central Bank Survey“America’s Biggest Rare-Earth Producer Makes a Play to End China’s Dominance,” by Jon Emont, wsj.com, July 15, 2025.
    --------  
    46:43
  • 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 Management based in Melbourne, Australia, a firm that specializes in founder-led companies globally. Lawrence is also the author of a new book called The Founder Effect. Lawrence has also been an investment banker, a derivatives consultant, and a financial regulator. He holds degrees from the University of Melbourne and is a lifetime basketball player.BackgroundBioLumenary Investment ManagementThe Founder EffectFounder-Led Companies“Four Signs a Founder-Led Company Isn’t Worth the Hype,” by Lawrence Lam, afr.com, May 2, 2025.“Lessons From the Rise and Fall of Founder-Led Companies,” by Lawrence Lam, firstlinks.com, March 26, 2025.Founder-Led Companies Mentioned“Yvon Chouinard: The Founder of Patagonia,” by Charlie King, sustainabilitymag.com, Oct. 4, 2024.FUCHSFortinetHermesUniqloReplyFlight CentreCase StudyChemist WarehouseLe Specs“Chemist Warehouse Founder Reveals His Success Secrets,” by Lawrence Lam, Morningstar.com.au, May 30, 2023.Other“Social Loafing in Psychology: Definition, Examples & Theory,” by Riley Hoffman, simplypsychology.org, Sept. 7, 2023.Arista
    --------  
    49:19
  • 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 Dziubinski sits down every Monday morning with Morningstar’s chief U.S. market strategist Dave Sekera to talk about the week ahead.But we’ve got something a bit different for you on the podcast this week. Instead of our usual deep dive into the market and stocks, we’re taking a step back to look at the big picture of investing: things like how to build a smart portfolio, avoid common investment mistakes, and time-tested principles to invest by.Our special guest is Christine Benz. Christine is Morningstar’s director of personal finance and retirement planning. She’s also the host of The Long View podcast and author of the book How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.  Episode highlights: What you need to know from stocks to bonds, and core investments to dividend payers Things you shouldn’t overlook in retirement and tips for setting yourself up for successIs “set it and forget it” a good way to invest in today’s market? Read about topics from this episode. Tune in to The Long View podcast.Access Christine Benz’s article and video archive on Morningstar.com.Order a copy of Christine’s book, How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.Register for the 2025 Bogleheads Conference.Watch the How to Retire podcast, a companion podcast to the How to Retire book. Follow Dave on social media.Dave Sekera on X: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera
    --------  
    39:16
  • 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 latest, This Time Isn’t Different. His newsletter for financial advisors is called “Nick Murray Interactive,” and he also frequently leads seminars for financial advice professionals. Nick started out at EF Hutton, then moved on to Shearson and eventually to Bear Stearns. Since then, he has built his career around advising financial advisors.BackgroundAbout Nick MurrayNick Murray Interactive newslettersBooks and E-BooksThis Time Isn’t Different: Shockproofing Our ClientsThe Game of Numbers: Client Acquisition for Financial Advisors 2010Simple Wealth, Inevitable WealthNick Murray’s Scripts: What to Say and How to Say ItBehavioral Investment CounselingTalking It Over, Just The Two Of Us: A Guide for the Financial Advisor’s Life Partner with Joan MurrayAround the Year with Nick Murray: Daily Readings for Financial AdvisorsPodcasts and More“Financial Advisor Nick Murray,” Bloomberg Masters in Business podcast by Barry Ritholtz, Aug. 7, 2015“The Man Who Saved My Career: How Nick Murray came along and showed me my true purpose in this business,” by Josh Brown, downtownjoshbrown.com, May 21, 2024“The Value Proposition of a Financial Advisor With Nick Murray,” The Unlock podcast, May 21, 2024“The Golden Door For Financial Advice With Nick Murray,” The Unlock podcast, May 31, 2024“My Financial Planning Heroes: Nick Murray,” by Juniper team, juniperwealth.co.uk/blog, Jan. 1, 2025“Nick Murray’s Hard Truths for Advisors” by Jane Wollman Rusoff, thinkadvisor.com, March 5, 2015“Lessons Learned From the Legendary Financial Advisor Nick Murray,” Think Smart With TMFG podcast, Oct. 14, 2022“Murray: Financial Healing,” Consuelo Mack Wealthtrack, May 6, 2016
    --------  
    53:12

Más podcasts de Economía y empresa

Acerca de The Long View

Expand your investing horizons and look to the long term. Join hosts Christine Benz, Dan Lefkovitz, and Amy C. Arnott as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
Sitio web del podcast

Escucha The Long View, Maldita Pobreza y muchos más podcasts de todo el mundo con la aplicación de radio.net

Descarga la app gratuita: radio.net

  • Añadir radios y podcasts a favoritos
  • Transmisión por Wi-Fi y Bluetooth
  • Carplay & Android Auto compatible
  • Muchas otras funciones de la app

The Long View: Podcasts del grupo

  • Podcast Simple, but Not Easy
    Simple, but Not Easy
    Economía y empresa, Inversión, Noticias, Noticias financieras, Ciencias, Ciencias sociales
Aplicaciones
Redes sociales
v7.23.7 | © 2007-2025 radio.de GmbH
Generated: 9/5/2025 - 9:37:11 PM