Empowering long-term investors with actionable insights on retirement, personal finance, and portfolio strategy. Hosts Christine Benz, Amy Arnott, and Ben Johnson talk with influential leaders in finance and investing every Wednesday.
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Données mises à jour le 30/09/2026
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Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust
Épisode 391
mardi 29 septembre 2026 • Durée 01:08:10
Today’s guest on The Long View is Robin Wigglesworth. Robin is the editor of the Financial Times finance blog, Alphaville. He’s also the author of Trillions, which is the definitive book on the past, present, and future of passive investing. Robin’s joining us today to discuss his latest book, A Fabulous Debt, which is a history of the bond market. The history of the bond market is marked by war, peace, market mania featuring a very colorful cast of characters, and so much more. Robin is such a brilliant writer that he really brings every aspect of a history to life. One of the highlights of the show was when he was talking about the huge amount of capital spending we’re seeing in artificial intelligence and how it parallels the railroad boom in the 19th century. He made the point that debt-fueled capital spending sprees tend to end quite badly, although the scale of capital investment in AI this time around is still quite a bit smaller. As Robin points out, history rarely repeats, but often rhymes, and we might be living through one of those rhyming moments today.
Episode Highlights
00:00:00 Why the History of Bond Market Matters
00:09:38 Venice and the Birth of Bonds
00:16:34 How Britain Shaped America’s Financial System
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Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I Learned
Épisode 390
mardi 22 septembre 2026 • Durée 49:17
Our guest on the podcast today is Elliott Appel. He’s a financial planner and the founder of Kindness Financial Planning. He’s also an author. His latest book is called How to Help Your Parents As They Age: A Financial Planner’s Guide to Caregiving, which chronicles his father’s last years and the key lessons he learned along the way. He’s also co-host of his own podcast called the ME and Money Podcast. We really loved this conversation because Elliott provided so many tangible tips that people can use to help their parents, and his personal story really provides a lot of color.
We’d love to hear what you think about The Long View podcast. Please take a moment to share your feedback—thanks for listening!
Episode Highlights
00:00:00 Introduction
00:01:23 Financial Planning Through Life Transitions
00:03:22 Appel’s Journey Planning for His Father
00:08:45 How an Eldercare Consultant Can Help
00:13:03 Estate Planning and Choosing the Right Power of Attorney
00:17:05 Guardrails for Aging Parents’ Finances
00:24:43 Put Parents on Your Cellphone Plan
00:27:17 Navigating Healthcare, Housing, and Care Transitions
More From The Long View
Jeff Ptak: The Simple Secret to Becoming a Better Investor
Épisode 389
mardi 15 septembre 2026 • Durée 52:03
Our guest on the podcast today is Jeff Ptak. He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in 2002 as a senior mutual fund analyst. Jeff was one of the original two co-hosts of this podcast and regularly posts his thoughts on Morningstar.com, Substack, X, and LinkedIn. Ptak’s work really focuses on investor outcomes. One of the highlights from the podcast today was when Ptak talked about how such a small number of stocks tend to generate a disproportionate amount of the market returns and what that means for diversified actively managed funds. He also discusses what target-date funds get right for investors, as well as what some of them may be missing.
We’d love to hear what you think about The Long View podcast. Please take a moment to share your feedback—thanks for listening!
Episode Highlights
00:00:00 Mind the Gap and Investor Behavior
00:08:15 Crypto ETFs and Timing Mistakes
00:11:44 Active Funds and Letting Winners Run
00:23:11 Improving Investor Outcomes Through Lower Costs
00:30:20 Private Markets, SpaceX, and 401(k) Risks
00:34:26 Thematic ETFs, Speculation, and Fun Money
More From Morningstar
Jean Chatzky: How to Create a Forever Paycheck for Retirement
We’d love to hear what you think about The Long View podcast. Please take a moment to share your feedback—thanks for listening!
Episode Highlights
00:00:00 Introduction
00:01:00 Why Retirees Struggle to Spend
00:05:18 Creating a Retirement Paycheck
00:09:25 Choosing Annuities and Financial Advice
00:20:40 Bridging the Social Security Gap
00:23:40 Managing Sequence-of-Returns Risk
00:28:42 Retirement Planning for Couples and Working Longer
00:37:17 Protecting Against Financial Fraud
00:40:39 How Jean Chatzky Reimagined Retirement
More from The Long View
David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’
Épisode 387
mardi 1 septembre 2026 • Durée 50:27
Today’s guest on The Long View is David Booth. David is a repeat guest, the founder of Dimensional Fund Advisors, and has just released a new book titled Stay Calm: Learn to Embrace Uncertainty in Investing and Life. One of the interesting through lines on the episode really centered on data. David explained that without data, people are just arguing beliefs. There was so much time within the industry where investors really were in a data desert. That foundational layer was critical to everything that David, his colleagues at Dimensional, and so many others around the broader investing industry have ultimately brought to bear for the benefit of so many investors over the years. Plus, David explained that having access to a more complete dataset can really help provide a sense of calmness and reassurance for investors, even in an uncertain environment.
Episode Highlights
00:00:00 Introduction
00:03:21 How Market Data Revolutionized Investing
00:09:22 Learning From Eugene Fama
00:16:16 Communicating Financial Science
00:20:40 What is the Efficient-Market Hypothesis?
00:24:11 Diversification and the Limits of Indexing
00:32:37 Is Dimensional Active or Passive?
00:34:24 The Science Behind Factor Investing
00:40:29 Trusting Markets and Embracing Uncertainty
Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio
Épisode 386
mardi 25 août 2026 • Durée 54:08
Our guests on the podcast today are Andy Clarke and Nelson Wicas, co-authors—along with Ganesh Suntharam—of the new book, The Architecture of Wealth: The Art and Science of Portfolio Construction. Andy has spent more than three decades as an investment researcher and writer. He has worked at Morningstar and Vanguard, where he served as assistant to Vanguard Founder and indexing pioneer, John C. Bogle. Andy has published research in practitioner journals such as the Journal of Index Investing. He is the author of Wealth of Experience and a CFA Charterholder. Nelson has developed and managed quantitative equity strategies for more than 30 years. Most recently, he worked at Redpoint Investment Management, where he was a founder and research analyst. After completing his PhD in economics at the University of Pennsylvania, Nelson joined Vanguard to help establish its quantitative equity management function. Nelson later helped found Vanguard’s investment counseling and research team to produce portfolio construction insights for clients and internal teams. Nelson has been a visiting professor of economics at Haverford College in Haverford, Pennsylvania.
Episode Highlights
00:00:00 The Architecture of Wealth
00:06:42 Why Portfolio Construction is an Art and Science
00:10:03 Bogle’s Approach to Active Management
00:15:38 Why Index Investing Isn’t Passive
00:22:09 The Birth of Modern Portfolio Theory
00:26:58 Behavioral Finance, Investor Biases, and Impact of Education
00:36:13 Why Index Funds Finally Took Off
More From The Long View
Jeff Ptak: The Simple Secret to Becoming a Better Investor
Épisode 385
mardi 18 août 2026 • Durée 51:51
Our guest on the podcast today is Jeff Ptak. He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in 2002 as a senior mutual fund analyst. Jeff was one of the original two co-hosts of this podcast and regularly posts his thoughts on Morningstar.com, Substack, X, and LinkedIn. Ptak’s work really focuses on investor outcomes. One of the highlights from the podcast today was when Ptak talked about how such a small number of stocks tend to generate a disproportionate amount of the market returns and what that means for diversified actively managed funds. He also discusses what target-date funds get right for investors, as well as what some of them may be missing.
Episode Highlights
00:00:00 Mind the Gap and Investor Behavior
00:08:04 Crypto ETFs and Timing Mistakes
00:11:33 Active Funds and Letting Winners Run
00:23:00 Improving Investor Outcomes Through Lower Costs
00:30:09 Private Markets, SpaceX, and 401(k) Risks
00:34:15 Thematic ETFs, Speculation, and Fun Money
00:38:40 Market Timing Myths and Portfolio Construction
Stefan Sharkansky: The Retirement Spending Plan That Adapts as Markets Change
Épisode 383
mardi 4 août 2026 • Durée 39:39
Our guest on the podcast today is Stefan Sharkansky. Stefan is a Ph.D. statistician who specializes in finance. He wrote a provocatively titled paper, “The Only Other Spending Rule Article You Will Ever Need,” which was published in the Financial Analyst Journal. Stefan has also developed a related website called, The Best Third, designed to help people with their retirement spending plans and portfolio structures. In addition, he developed and operates the website PersonalFund.com, which provides proprietary cost analysis of mutual funds to financial advisors. Stefan has a B.A. in mathematics from the University of Wisconsin-Madison, an M.S. in computer science from Stanford University, and an M.S. and a Ph.D. in statistics from the University of Washington.
Episode Highlights
00:00:00 Introduction
00:02:43 Why the 4% Rule Can Lead to Underspending
00:07:23 TIPS Ladders vs. Retirement Annuities
00:08:48 Reducing Fixed Spending and Stock Allocation
00:12:09 Why Individual TIPS Beat TIPS Funds
00:18:53 A Formula for Stock Portfolio Withdrawals
00:23:54 Historical Returns vs. Monte Carlo Simulations
Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life
Épisode 382
mardi 28 juillet 2026 • Durée 01:00:48
Our guest on the podcast today is Ryan Frederick, an author, speaker, and entrepreneur focused on the intersection of place and healthy longevity. As founder and CEO of HERE, he provides content courses and coaching in place planning, a holistic, research-based approach to help people find the right place for every stage of life. He’s also the author of Right Place, Right Time, a book that helps individuals think through housing decisions for the second half of life. In addition, Ryan provides strategy consulting to organizations looking to create better places, including Fortune 500 companies, institutional investors, health systems, and housing developers and operators. He’s also a member of the Advisory Council for the Stanford Center on Longevity. He previously served on the National Advisory Board of Johns Hopkins University School of Nursing and was a member of the Bipartisan Policy Center Task Force on Health and Housing. He’s a graduate of Princeton University and Stanford Business School.
Episode Highlights
00:00:00 Senior Living, Longevity, and 100-Year Life Planning
00:08:39 How Place Influences Health as You Age
00:10:37 The Four Pillars of Place Planning
00:16:19 Income’s Impact on Housing, Home Equity, and Limitations of Aging in Place
00:30:01 Place Planning Tools and Building Community
00:41:43 New Housing Models, Cohousing, and Age Diversity
00:49:13 Continuing Care Retirement Communities and Healthy Aging Dashboards
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