Episodes
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On this week’s episode, we’re pleased to welcome back returning guest, Jason Zweig. Jason writes the “Intelligent Investor” column in The Wall Street Journal and has published a number of popular and critically acclaimed books on investing and finance, including Your Money and Your Brain and The Devil’s Financial Dictionary. In his most recent project, Jason published an update of Ben Graham’s classic book, The Intelligent Investor. And we’ve devoted a portion of today’s episode to delving into Graham and the Intelligent Investor with Jason. Please note that we recorded this interview on April 8, 2025.
BackgroundBio
Your Money and Your Brain: How the New Science of Neuroeconomics Can Help Make Your Rich
The Devil’s Financial Dictionary
Tariffs and TIPS“Trump Just Shredded the Economic Playbook. Here Are Your Next Investing Moves,” by Jason Zweig, wsj.com, April 4, 2025.
“The Mistake You’re Making in Today’s Stock Market—Without Even Knowing It,” by Jason Zweig, wsj.com, April 25, 2025.
“Four Questions You Should Ask to Combat the Market Chaos,” by Jason Zweig, wsj.com, April 10, 2025.
“Inflation Isn’t Going Away? Some Tips on How to Buy TIPS,” by Jason Zweig, wsj.com, Feb. 14, 2025.
The Intelligent InvestorThe Intelligent Investor: The Definitive Book on Value Investing, by Benjamin Graham
The Intelligent Investor Third Edition: The Definition on Value Investing, by Benjamin Graham and updated with new commentary by Jason Zweig.
Jonathan Clements“The WSJ’s Jonathan Clements Wants to Leave a Living Legacy,” by Jason Zweig, wsj.com, May 8, 2025.
“Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful,’” The Long View podcast, Morningstar.com, Dec. 26, 2023.
“Jonathan Clements: ‘Life Is Full of Small Pleasures,’” The Long View podcast, Morningstar.com, Oct. 15, 2024.
Private Markets“Private Markets Seem Out of Reach for Individual Investors. BlackRock Thinks It Has an Answer,” by Jason Zweig, wsj.com, Sept. 12, 2024.
“You’re Invited to Wall Street’s Private Party. Say You’re Busy,” by Jason Zweig, wsj.com, Dec. 20, 2024.
“Don’t Buy Into This Easy Fix for Stock-Market Craziness,” by Jason Zweig, wsj.com, April 18, 2025.
Other“SEC, States Investigate Firm Holding Couple’s $763,094 Retirement Fund,” by Jason Zweig, wsj.com, Dec. 4, 2024.
“David Swensen’s Coda,” Yale News, news.yale.edu, Oct. 22, 2021.
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Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast, we welcome back author and blogger JL Collins. JL’s first book, The Simple Path to Wealth: Your road map to financial independence and a rich, free life, was published in 2016 and has since sold more than 1 million copies. He has recently come out with a second edition of the book, which his daughter, Jess, collaborated on. In 2023, he published another book called Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence.
BackgroundBio
The Simple Path to Wealth (Revised & Expanded 2025 Edition): Your Road Map to Financial Independence and a Rich, Free Life
Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence—And How to Join Them
The Simple Path to Wealth, 4% Rule, Inflation, and Stocks“Case Study #1: Putting the Simple Path to Wealth Into Action,” by JL Collins, jlcollinsnh.com, July 10, 2023.
“Things Important, and Unimportant,” by JL Collins, jlcollinsnh.com, March 1, 2023.
“Stocks—Part XIII: The 4% Rule, Withdrawal Rates and How Much Can I Spend Anyway?” by JL Collins, jlcollinsnh.com, Oct. 15, 2023.
“Déjà Vu All Over Again,” by JL Collins, jlcollinshh.com, April 18, 2025.
“Stocks—Part IV: The Big Ugly Event, Deflation and a Bit on Inflation,” by JL Collins, jlcollinsnh.com, Nov. 16, 2023.
“Stocks—Part XXII: Stepping Away From REITs,” by JL Collins, jlcollinsnh.com, May 12, 2025.
“Stocks—Part XXVII: Why I Don’t Like Dollar Cost Averaging,” by JL Collins, jlcollinshn.com, Jan. 8, 2024.
“Stocks—Part III: Most People Lose Money in the Market,” by JL Collins, jlcollinsnh.com, Nov. 16, 2023.
“Time Machine and the Future Returns for Stocks,” by JL Collins, jlcollinsnh.com, July 10, 2023.
Debt Paydown“Chainsaws and Credit Cards,” by JL Collins, jlcollinsnh.com, March 30, 2023.
“Stocks—Part XXVIII: Debt – The Unacceptable Burden,” by JL Collins, jlcollinsnh.com, May 12, 2025.
Other“JL Collins: The Case for Simplicity,” The Long View podcast, Morningstar.com, April 5, 2022.
“JL Collins: Spotlighting the Many Paths to Financial Independence,” The Long View podcast, Morningstar.com, Oct. 31, 2023.
Vanguard Total Stock Market Index VTSAX
Bill Bengen
Mr. Money Mustache
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Missing episodes?
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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 former treasurer of the World Bank and also served in various leadership roles in the African Development Bank. In 2010, she became Director General of Nigeria Securities and Exchange Commission, and she led that apex regulator for several years following the global financial crisis. She writes about the experience in the recently published book All Hands on Deck: Unleash Prosperity Through World Class Capital Markets. Arunma is a graduate of the University of Nigeria, UNN Nsukka, and Harvard Business School.
BackgroundBio
All Hands on Deck: Unleash Prosperity Through World Class Capital Markets
Nigeria’s “Iron Lady”“Nigeria’s Iron Lady Takes on Fraudsters,” by Caroline Duffield, bbc.com, July 1, 2010.
“Changing the World One Bond at a Time,” Rita Stankeviciute and Kathleen Manahan, worldbank.org, July 18, 2018.
“Nigeria SEC Boss, Arunma Oteh, Fights Back,” YouTube video, March 15, 2012.
OtherSecurities and Exchange Commission, Nigeria
Nigerian Exchange Group NGX
FMDQ Group
“A Tale of 2 Exchanges: As FMDQ Thrives NGX Plays Catch Up,” by Bala Augie, moneycentral.com, Oct. 2, 2021.
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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 fund. Before starting Verdad, Dan worked at Bain Capital Private Equity and Bridgewater Associates. He’s a member of the investment committee of the trustees of donations of the Episcopal Church and he’s a contributor to The Wall Street Journal. Dan is author of the new book, The Humble Investor: How to find a winning edge in a surprising world. His earlier book was American Uprising: The Untold Story of America’s Largest Slave Revolt. Dan holds a bachelor’s from Harvard and an MBA from Stanford. Dan, thanks so much for joining us on The Long View.
BackgroundBio
Verdad
The Humble Investor: How to find a winning edge in a surprising world
American Uprising: The Untold Story of America’s Largest Slave Revolt
Forecasting“Waves in Ship Prices and Investment,” by Sam Hanson and Robin Greenwood, Quarterly Journal of Economics, February 2014.
Superforecasting: The Art and Science of Prediction, by Philip Tetlock
“Gaining Edge by Forecasting Volatility and Correlations,” by Dan Rasmussen, Chris Satterthwaite, and Lionel Smoler Schatz, verdadcap.com, Oct. 30, 2023.
Value Investing“Where the Value Investing Strategy Still Works,” by Dan Rasmussen, ft.com, May 23, 2024.
“Factors from Scratch: A Look Back, and Forward, at How, When and Why Factors Work,” by Chris Meredith, Jesse Livermore, and Patrick O’Shaughnessy, osam.com, May 2018.
“The Size Factor: Small Caps Are Trading at the Steepest Discount to Large Caps in Decades,” by Dan Rasmussen and Brian Chingono, verdadcap.com, Aug. 22, 2022.
“The Small Cap Amplifier,” by Dan Rasmussen and Brian Chingono, verdadcap.com, Oct. 21, 2024.
“Explaining International Valuations,” by Dan Rasmussen, verdadcap.com, Jan. 27, 2025.
Private Credit and High Yield“The ‘Fool’s Yield’ of Private Credit,” by Jamie Powell, ft.com, Jan. 28, 2020.
“Sizing Private Equity Allocations,” by Dan Rasmussen, verdadcap.com, May 13, 2024.
“The Best Macro Indicator: Why You Should Be Following High-Yield Spreads,” by Dan Rasmussen, verdadcap.com, May 17, 2021.
Crisis Investing“Crisis Investing in Europe: The Unlikely Winners in the Most Difficult Times,” by Dan Rasmussen and Brian Chingono, verdadcap.com, May 16, 2022.
“EM Crisis Investing, A Deeper Dive: Understanding the Factors at Play in Emerging Markets,” by Verdad Research, verdadcap.com, May 3, 2022.
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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 from the daily management of the firm. David helped create one of the world’s first index funds in the 1970s and launched the first passively managed small-company strategy in the early 1980s. He received a bachelor’s degree in economics in 1968 and a master’s degree in business in 1969 from the University of Kansas. In 1971, he received an MBA from the University of Chicago. Over the years, David has been a benefactor to both schools, and the University of Chicago Booth School of Business is named in David’s honor. David, welcome to The Long View.
BackgroundBio
Tune Out the Noise
DFA US Small Cap
DFA US Micro Cap
Papers Mentioned“Stocks, Bonds, Bills and Inflation: Year-by-Year Historical Returns (1926-1974),” by Roger Ibbotson and Rex Siquefield, The Journal of Business, January 1976.
“The Cross-Section of Expected Stock Returns,” by Eugene Fama and Kenneth French, jstor.org, June 1992.
“Why Investors Missed Out on 15% of Total Fund Returns,” by Jeffrey Ptak, Morningstar.com, Aug. 15, 2024.
OtherErrol Morris
Merton Miller
Eugene Fama
Mac McQuown
Rex Sinquefield
Robert Merton
Dan Wheeler
Daniel Kahneman
“Everything You Need to Know About ‘MADOFF: The Monster of Wall Street,’” by Ingrid Ostby, netflix.com, Jan. 4, 2023.
“DFA vs. Vanguard,” The Rational Reminder podcast, Episode 351, youtube.com.
“PHOTOS: A Look Inside the Booth Estate,” Austin American-Statesman, Feb. 13, 2020.
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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 Group, a registered investment advisory firm he established in 2012. He’s authored several books, including Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance, and he has a new book coming out next year called Your Perfect Portfolio. Cullen started his career as an advisor at Merrill Lynch and worked at an event-driven hedge fund before starting his RIA firm. He received his bachelor’s degree in finance from Georgetown University’s McDonough School of Business. Cullen, welcome back to The Long View.
BackgroundBio
Discipline Funds
Discipline Fund ETF
Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance
Your Perfect Portfolio
Tariffs and Recession“Let’s Talk About Tariffs,” by Cullen Roche, disciplinefunds.com, Feb. 3, 2025.
“Weekend Reading—How Did We Get Here?” by Cullen Roche, disciplinefunds.com, April 4, 2025.
“Three Things—Tariffs, Of Course,” by Cullen Roche, disciplinefunds.com, April 7, 2025.
“American Economic Association 2021-2022 Universal Academic Questionnaire Summary Statistics,” by Charles E. Scott and John J. Siegfried, jstor.org.
“Three Things—Is a Recession Coming?” by Cullen Roche, disciplinefunds.com, Feb. 8, 2025.
Defined Duration Investing“What Is Defined Duration Investing?” by Cullen Roche, disciplinefunds.com, Feb. 21, 2023.
“Defined Duration Investing,” by Cullen Roche, paper.ssrn.com, Aug. 8, 2022.
The Fed and Global Investing“Three Things—State of the Markets,” by Cullen Roche, disciplinefunds.com, Feb. 22, 2025.
“Why Is International Investing Working Again?” by Cullen Roche, disciplinefunds.com, March 26, 2025.
“Three Things—Weekend Reading,” by Cullen Roche, disciplinefunds.com, April 19, 2025.
Other“Cullen Roche: Macro Is About Understanding the World for What It Is,” The Long View podcast, Morningstar.com, Jan. 11, 2022.
Milton Friedman
“NY Empire State Index: Meaning, Benefits, Example,” by Adam Hayes, Investopedia.com, June 30, 2022.
William Bernstein’s No-Brainer Portfolio
Meb Faber
The Humble Investor, by Dan Rasmussen
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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 to taking over Fidelity Overseas in 2012, Vince ran Fidelity Select Banking from June 2008. He joined Fidelity as an equity analyst in 2004. Vince has a bachelor’s from the University of Pennsylvania and an MBA from Columbia Business School. Vince, welcome to The Long View.
BackgroundBio
Fidelity Series Overseas FSOSX
Global Outlook“2025 Global Investing Outlook: Unsettling International Headlines Are Creating Opportunities for US Investors,” fidelity.com, Jan. 6, 2025.
“Trump Tariffs and Investors: What They Mean for Inflation, Stocks, and the Economy,” fidelity.com, April 9, 2025.
GRANOLAS Stocks Mentioned“Europe’s Magnificent 7 Stocks Are Profitable—And Cheaper,” by Jocelyn Jovene, morningstar.co.uk, Feb. 19, 2024.
GSK
Roche
ASML
Nestle
Novartis
SAP
AI and Companies MentionedRELX
LSEG and Microsoft Partnership
OtherHitachi
Tokio Marine
Bill Kennedy
Sammy Simnegar
Jed Weiss
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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 years and is the financial ambassador for AARP. She appears frequently on CNN, MSNBC, and was a recurring guest on The Oprah Winfrey Show. She has written several New York Times bestselling books. Her latest is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve. Jean also appears in my book How to Retire, where she talks about retirement planning considerations for women.
BackgroundBio
HerMoney podcast
FinanceFixx
Women With Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve, by Jean Chatzky
Opportunity Knocks
AARP
Women in Investing and Financial Advisors“How to Choose a Financial Advisor,” video post by Jean Chatzky, Linkedin.com.
“Jean Chatzky on Women in Investing: Are You Taking Control of Your Money?” by Melissa Houston, forbes.com, April 21, 2022.
Annuities, Long-Term Care, FIRE“The High Costs of Senior Caregiving,” by Ella Vincent, Kiplinger.com, Aug. 3, 2023.
“Long-Term Care Insurance Rate Increase Creates Big Headache,” by Jean Chatzky, aarp.com, Feb. 7, 2023.
“Are Annuities a Good Investment? What They Are and Why Women Should Consider Them,” HerMoney With Jean Chatzky, episode 433, hermoney.com, July 24, 2024.
“How to Retire Early Without Hating Your Life,” HerMoney With Jean Chatzky, episode 459, hermoney.com, Jan. 22, 2025.
Other“Jean Chatzky: ‘Financial Stress Is a Big Topic in Need of More Oxygen,’” The Long View podcast, Morningstar.com, Dec. 15, 2020.
How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, by Christine Benz
Karen Finerman
Michael Kitces
Alliance for Lifetime Income
Jean Chatzky The Today Show archives
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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 planning firm dedicated to helping people without kids. Dr. Jay is a certified financial planner, and he also has his MBA, as well as his PhD in Adult Learning from the University of Connecticut. He hosts the Childfree Wealth podcast, and he previously published another book called Portraits of Childfree Wealth. Dr. Jay, welcome to The Long View.
BackgroundBio
Childfree Wealth
Childfree Wealth podcast
The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing, by Jay Zigmont
Portraits of Childfree Wealth: 26 stories about how being Childfree impacts your life, wealth and finances, by Jay Zigmont
Being Childfree“Census Bureau: Older Childless Women Make More Money, In Better Health Than Male Counterparts,” by Carlie Porterfield, forbes.com, Aug. 31, 2021.
“11% of Older Americans (55+) Are Childfree,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.
“Among Unmarried Adults, Women Without Children Have as Much Wealth as Single Men,” by Richard Fry, pewresearch.org, Nov. 4, 2024.
“Choosing the FILE Lifestyle—Financial Independence, Live Early,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.
“FILE vs FIRE—Finding What Is Right For You,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.
Die With ZeroDie With Zero: Getting All You Can From Your Money and Your Life, by Bill Perkins
“How Do I Embrace the Die With Zero Approach?” by Jay Zigmont, childfreewealth.com, April 30, 2024.
“Not Having Children ‘Breaks’ Traditional Financial Planning, says CFP—8 Money Rules for Childfree People,” by Ryan Ermey, cnbc.com, Dec. 5, 2023.
Long-Term Care and Estate Planning“How Much Does Assisted Living Cost in 2023?” by Sam DiSalvo, finance.yahoo.com, March 30, 2023.
“Long-Term Care for Childfree Individuals,” by Jay Zigmont, childfreewealth.com, Nov. 23, 2023.
“Who Will Take Care of Me?” by Jay Zigmont, childfreewealth.com, Dec. 12, 2023.
“Get Your Paperwork Right, Now!—Wills, Beneficiaries, Living Wills, POAs and More,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.
Other“New Report: Being Childfree May Not Make You Rich, But It May Make You Happy,” by Jay Zigmont, childfreewealth.com, Oct. 6, 2022.
“The Gardener and the Rose,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.
The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy, by Jordan Grumet
“Jordan Grumet: The Purpose Code,” The Long View podcast, Morningstar.com, Jan. 7, 2025.
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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. Before joining GQG in 2016, Sudarshan worked as an Asian equities analyst for Matthews International, and he was also a sell-side researcher at Sanford Bernstein. Before his investment career, Sudarshan worked in IT services at Infosys Technologies and in banking. He holds degrees from the National Institute of Technology in India, the Indian Institute of Management, and the Wharton School of the University of Pennsylvania.
BackgroundGQG Partners
LinkedIn bio
Emerging Markets“Turning Tides in Emerging Markets: India, Indonesia, and Brazil are making waves,” GQG Research, Feb. 18, 2025.
“GQG’s $19 Billion Fund Says Chinese Stock Rally Is ‘Confusing,’ ” by Ishika Mookerjee, Bloomberg, March 1, 2024
“India has moved from red tape to red carpet”: PM Modi in virtual address at G20 meet, Financial Express, Aug. 24, 2023
“Navigating the Herd Mentality in Indian Markets,” GQG Research, Nov. 15, 2024
Current Events“Sudarshan Murthy speaks with Gabriel Mellqvist from EFN Ekonomikanalen about elections,” GQG Partners Instagram, Nov. 8, 2024.
“What are the potential impacts of the new US administration’s tariff policies?” GQG Facebook video, Jan. 9, 2025.
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Today on the podcast, we’re welcoming Barry Ritholtz. He’s co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, a firm that was launched in 2013. He’s the creator and host of Masters in Business, one of the earliest finance-related podcasts. He also regularly posts on The Big Picture, where he’s been covering everything investing related since 2003. He is the author of Bailout Nation, and his latest book, How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth—and How to Avoid Them, has just been published.
Background and BooksBarry Ritholtz LinkedIn
Ritholtz Wealth Management
Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy, with New Post-Crisis Update
How Not to Invest: The ideas, numbers, and behavior that destroy wealth—and how to avoid them
Podcasts and MoreMasters in Business podcast
The Big Picture
“Masters in Business - Ray Dalio Full Show,” Masters in Business podcast, Nov. 30, 2018
“An Interview With Ken Feinberg: Masters in Business,” Masters in Business podcast, Oct. 9, 2015
“MiB: Charley Ellis on Rethinking Investing,” Masters in Business podcast, Feb. 21, 2025
“Why Fear Is an Investor’s Worst Enemy” by Samantha Lamas from the 2017 Morningstar ETF Conference, Morningstar.com, Sept. 12, 2017
“Rabbithole: What Do People Get Wrong About Money?” The Big Picture, March 10, 2025
“It’s Been 40 Years Since Our Cover Story Declared ‘The Death of Equities,’ ” by Peter Coy, Bloomberg, Aug. 13, 2019
Readings
Winning the Loser’s Game: Timeless Strategies for Successful Investing, Eighth Edition, by Charles D. Ellis
Expert Political Judgment: How Good Is It? How Can We Know?, by Philip E. Tetlock
Four Thousand Weeks: Time Management for Mortals, by Oliver Burkeman
Principles, by Ray Dalio
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Our guest on the podcast today is Mellody Hobson. She’s the author of a new book for children called Priceless Facts About Money. In addition, she’s co-CEO of Ariel Investments, where she is responsible for management, strategic planning, and growth for all areas of Ariel outside of research and portfolio management. Additionally, she serves as chairman of the board of trustees of Ariel Investment Trust, the company’s publicly traded mutual funds. Prior to being named co-CEO, spent nearly two decades as the firm’s president. Outside of Ariel, Mellody has been active on corporate boards, including Starbucks, JPMorgan Chase, Estee Lauder, and DreamWorks Animation.
BackgroundAriel Investments
Bio
Ariel Community Academy
Gratitude and Appreciation to Mellody Hobson, Starbucks
“Just one Chicagoan made list of the 100 most powerful people in business,” by Jack Grieve, Crain’s Chicago Business, Nov. 12, 2024
“Why Sheryl Sandberg, Bill Bradley, and Oprah Love Mellody Hobson,” by Bethany McLean, Vanity Fair, March 30, 2015
Book and MorePriceless Facts About Money
“Mellody Hobson: ‘Most parents would rather talk about a condom than a credit card’ ” by Madison Darbyshire, Financial Times, Dec. 10, 2024
Oprah’s Favorite Things 2024 List Is Here!
“What Parents Get Wrong About Money and Their Kids” | The Oprah Podcast, Jan. 28, 2025
Investing Discussions“Ariel Investments Starts New Fund to Tap Into Women’s Sports,” by Miranda Davis, Bloomberg, Jan. 30, 2025
“Mellody Hobson, Co-CEO & President, Ariel Investments,” The Economic Club of Chicago, Dec. 18, 2024.
“Market Lessons from a Legendary Career of Doing Well by Doing Good,” 2024 Prime Quadrant Conference | Moderated by Mo Lidsky, Dec. 11, 2024
“Solving the World’s Hardest Problems with Mellody Hobson: Closing the Racial Wealth Gap,” Center for Strategic & International Studies, Aug. 28, 2024
“Mellody Hobson on Taking Tough Feedback,” Ted Talk, June 15, 2021.
“A Conversation with Mellody Hobson & Melonie Parker,” Catalyst Awards 2024, March 21, 2024.
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Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast, we welcome back Ramit Sethi. Ramit is a personal finance expert and author. His latest book is called Money For Couples: No more stress. No more fights. Just a 10-step plan to create your Rich Life together. It’s already a bestseller, as was his first book, I Will Teach You to Be Rich. Ramit is the founder of IWillTeachYouToBeRich.com, and he’s also the host of a podcast called I Will Teach You to Be Rich, which features in-depth conversations with couples about money. In addition, he hosts a Netflix show called How to Get Rich.
BackgroundBio
IWillTeachYouToBeRich.com
BooksMoney for Couples: No More Stress. No More Fights. Just a 10-Step Plan to Create Your Rich Life Together
I Will Teach You to Be Rich
Money for Couples podcast
How to Get Rich
Topics“Episode 66: I’m Marrying Him in 1 Month—But Our Finances Are Terrifying Me,” I Will Teach You to Be Rich podcast, Iwillteachyoutoberich.com.
“Ramit Sethi Says Every Couple Should Align on ‘4 Key Numbers’—Here’s What They Are and Why They Matter,” by Victoria Vesovski, moneywise.com, Feb. 8, 2025.
“Money Dials: How You Spend and Why (Expert Advice on Spending),” by Ramit Sethi, iwillteachyoutoberich.com, June 12, 2024.
“The Happiest Couples Use 2 Phrases When Talking About Money, Says Self-Made Millionaire,” by Kamaron McNair, cnbc.com, Feb. 13, 2025.
“Love and Money: Combining Finances After Marriage,” by Ramit Sethi, iwillteachyoutoberich.com, Oct. 13, 2024.
“The ‘Dangerous’ but Common Mistake a Self-Made Millionaire Says Couples Often Make With Money,” by Cheyenne DeVon, cnbc.com, June 3, 2024.
“Conscience Spending Basics (a Guide to Achieving Your Rich Life),” by Ramit Sethi, iwillteachyoutoberich.com, Dec. 14, 2024.
Other“Ramit Sethi: ‘What Is Your Rich Life?’” The Long View podcast, Morningstar.com, Nov. 11, 2020.
“Ramit Sethi: How Can Couples Make Peace Over Money?” The Long View podcast, Morningstar.com, Nov. 30, 2021.
“Ramit Sethi: Investing Shouldn’t Be Your Identity,” The Long View podcast, Morningstar.com, June 6, 2023.
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Our guest this week is Louis-Vincent Gave. Louis is founding partner and CEO of Gavekal Group, a research and financial services firm based in Hong Kong. After graduating from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army, then went on to become a financial analyst at Paribas, first in Paris, then in Hong Kong. In 1999, he launched Gavekal with his father, Charles, and Anatole Kaletsky. Louis is the author of seven books, the latest being, Avoiding the Punch: Investing in Uncertain Times.
Background
Bio
Avoiding the Punch: Investing in Uncertain Times
Clash of Empires: Currencies and Power in a Multipolar World
Too Different For Comfort
A Roadmap For Troubling Times
The End Is Not Nigh
Our Brave New World
Simple Economic Concepts For Financial Markets
China
Gavekal Dragonomics
“China Enters the AI Chat (With Louis-Vincent Gave)” by Liz Ann Sonders and Kathy Jones, schwab.com, Feb. 14, 2025.
“China Has ‘Leapfrogged’ the West | Louis Vincent Gave,” Wealthion, youtube.com, Jan. 28, 2025.
“China Overtaking the US in Strategic Sectors, Says Louis-Vincent Gave,” Financial Sense, Oct. 22, 2024.
“Is DeepSeek China’s Sputnik Moment?” by John Cassidy, The New Yorker, Feb. 3, 2025.
XPENG
“Xiaomi Automobile Super Factory, Producing One SU7 Every 76 Seconds,” Discover China Auto, youtube.com.
“The Evergrande Crisis Explained: Should Investors Worry?” by Lewis Jackson, Morningstar.com, Sept. 22, 2021
“China & the American Imperial Economy | Louis-Vincent Gave,” Hidden Forces podcast Episode 364, hiddenforces.io, May 14, 2024.
“The 3 Warren Buffett Stocks to Buy After Berkshire Hathaway’s New 13F Filing,” by Susan Dziubinski, Morningstar, Nov. 14, 2024
Tariffs
“Are US Tariffs A Tool Or A Goal?” by Louis-Vincent Gave, Evergreen Gavekal, Jan. 9, 2025.
Asia and Emerging Markets
“Louis-Vincent Gave—Prepare for a Boom in Emerging Markets,” by Robert Huebscher, Vettafi Advisor Perspectives, May, 8, 2023.
BRICS Summit 2024
Twilight of the Gods: War in the Western Pacific, 1944-1945, by Ian W. Toll, W.W. Norton & Company, 2020.
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Our guest on the podcast today is Dr. Preston Cherry. Dr. Cherry is the author of a new book called Wealth in the Key of Life: Finding Your Financial Harmony. He’s also founder and president of Concurrent Wealth Management. In addition, he serves as Assistant Professor of Finance and Head of the Personal Financial Planning Program at the University of Wisconsin-Green Bay, where he also serves as the Director of the Charles Schwab Foundation Center for Financial Wellness. Prior to assuming his current roles, he served in lead and internal financial planning roles in institutional retirement sales. He has also served as co-investment manager at a Registered Investment Advisor and as a mutual fund wholesaler.
Background
Bio
Life Money Balance podcast
Wealth in the Key of Life: Finding Your Financial Harmony
Schwab Center for Financial Wellness
Themes in Book
“What Is Financial Freedom?” by Preston Cherry, concurrentfp.com, July 9, 2024.
“Building Wealth With Gratitude: Essential Tips for Gen X,” Life Money Balance podcast, youtube.com, Nov. 26, 2024.
“How to Retire Comfortably: Essential Financial and Emotional Tips for a Joyful Retirement,” by Preston Cherry, concurrentfp.com, Nov. 13, 2024.
Other
“Dr. Preston Cherry: ‘Money and Life Intertwined,’” The Long View podcast, Morningstar.com, Nov. 22, 2024.
Songs in the Key of Life, Stevie Wonder album
“Does Money Buy Happiness? Here’s What the Research Says,” by Michele Berger, knowledge.wharton.upenn.edu, March 28, 2023.
The Millionaire Next Door, by Thomas Stanley and William Danko
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Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Our guest on the podcast today is Pam Krueger. Pam is the founder and CEO of Wealthramp, which seeks to match consumers with financial advisors who fit their needs. Pam is also the creator and co-host of MoneyTrack, seen on PBS and many other public media stations around the country. And she co-hosts the Friends Talk Money podcast with Terry Savage and Richard Eisenberg. In 2021, she received the Special Achievement Award from the National Association of Personal Financial Advisors, or NAPFA, for her work educating the public about the value of fee-only financial advice. Pam, welcome to The Long View.
Background
Bio
Wealthramp
MoneyTrack
Friends Talk Money podcast
Search for an Advisor
“The Best Financial Advisor for you Might not Be Local,” by Pam Krueger, wealthramp.com, March 19, 2024.
“Which Financial Advisor Credentials Matter Most?” by Pam Krueger, wealthramp.com, Feb. 26, 2024.
“Financial Advisor vs. Financial Coach: Which Is Best?” by Pam Krueger, wealthramp.com, July 31, 2023.
“How a Fiduciary Advisor Can Add Value to Your Portfolio,” by Pam Krueger, wealthramp.com, June 22, 2023.
“What’s in It for Me? Five Things You’ll Need to Know When Choosing a Financial Advisor,” wealthramp.com, Feb. 16, 2023.
“Protecting Your Interests: Why Fiduciary Matters,” wealthramp.com, March 6, 2023.
“Better Financial Advice Starts With Better Advisor Conversations,” by Pam Krueger, wealthramp.com, Oct. 29, 2024.
Other
“Tiffany Aliche ‘The Budgetnista’ Presents Money Match in Partnership With Wealthramp to Improve the Financial Advisor Search,” wealthramp.com, Oct. 19, 2023.
“Tiffany Aliche: Helping People ‘Move Past the Shame,’” The Long View podcast, Morningstar.com, Nov. 20, 2023.
BrokerCheck
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Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Our guest on the podcast today is Sahil Bloom. He’s the author of a new book called The 5 Types of Wealth, and he also writes a newsletter called the Curiosity Chronicle. He’s the founder and managing partner of SRB Holdings and SRB Ventures. Before embarking on a career as a content creator, Sahil was a vice president at a private equity fund. He double majored in economics and sociology at Stanford University, and he also received his master’s in public policy there. Sahil, welcome to The Long View.
Background
Bio
The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life, by Sahil Bloom
Curiosity Chronicle
Themes
“The Time Billionaire: A Concept That Changed My Life,” by Sahil Bloom, sahilbloom.com.
“The 2 Types of Status: Bought vs. Earned,” by Sahil Bloom, sahilbloom.com.
“The Incredible Power of No,” by Sahil Bloom, sahilbloom.com.
“The 4 Types of Professional Time,” by Sahil Bloom, sahilbloom.com.
“Parkinson’s Law, How to Read, and More,” by Sahil Bloom, sahilbloom.com.
“Sahil Bloom on Wealth, Success and Pursuing All-Time Highs in Money and Wealth,” by Tim Maurer, forbes.com, Feb. 2, 2025.
“The Life Dinner, Stonecutter Story, and More,” by Sahil Bloom, sahilbloom.com.
Other
Occam’s Razor
Harvard Study of Adult Development
“Daniel Crosby: Can Money Really Buy Happiness?” The Long View podcast, Morningstar.com, Dec. 17, 2024.
Essentialism: The Disciplined Pursuit of Less, by Greg McKeown
Bhagavad Gita
Mindset: The New Psychology of Success, by Carol Dweck
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Our guest this week is our colleague, John Rekenthaler. John is retiring from Morningstar after 36 years. He was one of Morningstar’s early hires. Joe Mansueto and Don Phillips brought John on as a mutual fund analyst in 1988, and he rose to become the company’s vice president of research. He worked on many of Morningstar’s foundational methodologies, including the star rating and style box, and helped launch the retirement business. But he’s best known as author of “The Rekenthaler Report,” an investment column on Morningstar.com that has become one of the most popular and widely cited in investing in personal finance. John holds a BA from the University of Pennsylvania and an MBA from the University of Chicago. John, welcome back to The Long View.
Background
Bio
“Farewell, for Now,” by John Rekenthaler, Morningstar.com, Nov. 12, 2024.
“The Best (and Worst) of John Rekenthaler, in His Own Words,” by Emelia Fredlick, Morningstar.com, Jan. 24, 2025.
Other
Morningstar Style Box
Morningstar Ratings
“Christine Benz and John Rekenthaler: How Much Can You Safely Spend in Retirement?” The Long View podcast, Morningstar.com, Dec. 21, 2021.
Matt Levine
James Mackintosh
Greg Ip
Jason Zweig
William Bernstein
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Subscribe to The Morning Filter on Apple Podcasts, or wherever you stream podcasts. We’ll see you next Monday!
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Our guest this week is Hendrik du Toit, CEO and co-founder of Ninety One Asset Management, which is dually listed in London and Johannesburg, South Africa, and was formerly known as Investec Asset Management, founded in 1991. In addition to running Ninety One, Hendrik is on the board of Naspers and its European subsidiary, Prosus, which is a cornerstone investor in China’s Tencent. He has served on the Leadership Council of the Sustainable Development Solutions Network, a United Nations initiative, and is a public figure in his native South Africa and in the United Kingdom. Hendrik holds degrees from Stellenbosch University and Cambridge. Hendrik, thanks so much for joining us on The Long View.
Background
Bio
Ninety One Global Strategy Fund – Global Environment Fund IX Acc GBP
Ninety One Global Sustainable Equity I Acc GBP
Ninety One Emerging Markets Local Currency Debt Fund A Accumulation USD
Ninety One GSF Emerging Markets Local Currency Debt C Acc USD
Naspers
Prosus
Sustainability and ESG
Ninety One’s Sustainability and Stewardship Report
“Ninety One Becomes First SA Asset Manager to Sign Onto Net Zero Asset Managers Initiative,” ebnet.co.za, July 26, 2022.
“Ninety One CEO Hendrik du Toit on Asset Management and Green Investing,” Bloomberg TV video interview, Bloomberg.com, Sept. 24, 2024.
Other
“New Draft Rules Targeting In-Game Spending Wipe Billions From China’s Tech Giants,” by Wayne Chang and Laura He, cnn.com, Dec. 22, 2023.
Nubank
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