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Artwork for Investing Insights
Morningstar
Inflation
Retirement Planning
Federal Reserve
Mutual Funds
Market Volatility
Social Security
Investment Strategy
Interest Rates
Artificial Intelligence
Investment Strategies
Tariffs
Stock Market
Active Etfs
NVIDIA
Tax Efficiency
Bonds
Vanguard
Emerging Markets
Financial Planning

A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

PublishesWeeklyEpisodes264Founded18 years ago
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Artwork for Investing Insights

Latest Episodes

Market volatility tends to challenge investors' willpower to stick to their plan. That's understandable because it tends to be easier to say you will focus on the long-term until uncertainty emerges. Geopolitics and artificial intelligence stirred up... more

YouTube

There's just something about dividends. The popular investing strategy attracts retirees and other investors who need regular cash payouts, as well as those who like the tangible return dividends represent, even if they are reinvesting those distribu... more

YouTube

Bryan Armour, Morningstar’s director of ETF and passive strategies research for North America, and Dan Sotiroff, Morningstar’s associate director of US passive strategies research, explain why ETFs and collective investment trusts or CITs are challen... more

YouTube

2026 is the year of the mega-IPO. SpaceX, Anthropic, and OpenAI are working their way through the pipeline as anticipation builds for their blockbuster debuts. Elon Musk’s conglomerate is leading the shift from private to public markets. Demand is ap... more

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Recent Guests

Jerry Kerns
Editor-in-chief, Morningstar Magazine
Morningstar
Episode: Dividend Investing: How to Find the Right Balance Between Income and Growth
Paul Condra
Global head of private markets research for PitchBook (a Morningstar company)
PitchBook/Morningstar
Episode: Brace Your Portfolio for Mega-IPOs
Amy Arnott
Co-author of the Morningstar Diversification Landscape Report
Morningstar
Episode: The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You
Nic Owens
Equity analyst for Morningstar covering the North American Airlines
Morningstar
Episode: Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know
Tom Lauricella
Global Markets Editor for Morningstar Inc. and editor of Smart Investor Newsletter
Morningstar Inc.
Episode: Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
Russ Kinnel
Senior Principal of Ratings for Morningstar; Editor of Morningstar FundInvestor Newsletter
Morningstar
Episode: These 8 Funds Could Help Steady Portfolios During Rough Markets
Eric Jacobson
Senior Principal of Fixed-Income Strategies
Morningstar
Episode: Why Bond Funds Benefit from Active Management
Maciej Kowara
Morningstar's Principle of Fixed Income Strategies co-author
Morningstar
Episode: Why Bond Funds Benefit from Active Management
Eric Compton
Director of Equity Research for the Technology Sector
Morningstar
Episode: These Top Tech Stocks Can Stand Up to AI Risks

Hosts

Ivanna Hampton
Host of Investing Insights
Christine Benz
Director of Personal Finance and Retirement Planning at Morningstar

Reviews

4.2 out of 5 stars from 656 ratings
  • !!!!

    Podcast Addict
    5
    Andrew L
    16 days ago
  • It’s getting better and better

    This podcast is getting better and better. I love the Vanguard interview was posted this week part one and two both are awesome.

    Apple Podcasts
    5
    Chidam
    United States3 months ago
  • AI Host?

    Is the host an AI? It’s like I’m listening to a one way job interview. Also feels like she is talking to an audience of middle school kids.

    Apple Podcasts
    1
    bigwebs
    United States3 months ago
  • It’s time

    I’ve listened through some rough times. There is good content to the show but the host really doesn’t appear to have a grasp of any of the topics. Markets, economics, retirement, she is holding the show back. Ivana is limiting the learning for the audience.

    Apple Podcasts
    2
    Future-is-bright
    United States7 months ago
  • Good advice in small bites

    Another great podcast in the Morningstar family. I use this show as a teaser into diving deeper on various topics in the Morningstar platform.

    Apple Podcasts
    5
    Robin in Michigan
    United States8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise concise, valuable takeaways and strong guest lineups.
Some listeners criticize host pronunciation and engagement, suggesting a re-boot or return of previous host.
Overall sentiment skewed positive about content depth and usefulness for investors.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#58
United States/Business/Investing
Apple Podcasts
#203
United States/Business
Apple Podcasts
#50
United Kingdom/Business/Investing
Apple Podcasts
#69
Canada/Business/Investing
Apple Podcasts
#145
United Kingdom/Business
Apple Podcasts
#181
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Brace Your Portfolio for Mega-IPOs
Q: What are the implications of fast-entry rules for index funds and retirement accounts?
The faster inclusion of big private companies could improve index accuracy but may force funds to buy near peak prices, potentially affecting long-term returns for investors relying on index-tracking strategies.
Brace Your Portfolio for Mega-IPOs
Q: How does Morningstar view SpaceX's valuation disagreement, and what drives the gap with Morningstar's estimate?
Morningstar uses a framework-based approach centered on discounting forecastable cash flows, which can produce a more conservative valuation and explain why Morningstar analysts place SpaceX at roughly half the rumored valuation, reflecting differences in growth prospects and risk considerations.
Brace Your Portfolio for Mega-IPOs
Q: Why are SpaceX, Anthropic, and OpenAI lining up to go public in the same period?
Startups of this size go public to raise capital, provide exits for early shareholders, and align with strong demand and favorable market conditions, especially when growth trajectories are clear and capital markets are receptive to high-growth opportunities.
Bond ETF Flows Just Flipped. Here's What It Means for You
Q: Now, there are three types of shorter term bonds, ultra short, short term bonds, and short term government bonds. Can you explain how they work, what they invest in, and for how long?
Short-term funds cover zero to five-year maturities with varying allocations: some focus on corporates, some on Treasuries, and some mix both. Ultra-short bonds sit at the very short end (roughly zero to 12 months) and are the least sensitive to rate moves, offering stability and lower yield, while short-term government funds concentrate on Treasuries and government agency securities. The core distinction is maturity and rate sensitivity, which shapes risk and return profiles.
How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities
Q: What should investors watch regarding AI-related bond issuance and concentration risk?
Investors should monitor the share of AI debt within the corporate bond universe, as concentration can reduce diversification and amplify risk if AI investments underperform.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Investing Insights

What is Investing Insights about and what kind of topics does it cover?

A practical, research-driven show that focuses on investing opportunities and risks beyond headlines, with regular deep dives into asset classes, retirement planning, and personal finance strategies. Episodes frequently feature Morningstar analysts and market researchers who translate complex topics—like bond markets, active vs. passive management, and dividend growth strategies—into actionable guidance for individual investors and advisors. Notable strengths include rigorous data-driven analysis, a clear emphasis on portfolio construction and risk management, and a strong emphasis on how macro forces, policy, and technology (e.g., AI, robotics, markets) influence investing decisions. The format tends to pair expert guests with concise, tak... more

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Which podcasts are similar to Investing Insights?

These podcasts share a similar audience with Investing Insights:

1. The Long View
2. The Morning Filter
3. Barron's Live
4. Zacks Market Edge
5. Motley Fool Hidden Gems Investing

How many episodes of Investing Insights are there?

Investing Insights launched 18 years ago and published 264 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Investing Insights?

Recent guests on Investing Insights include:

1. Jerry Kerns
2. Paul Condra
3. Amy Arnott
4. Nic Owens
5. Tom Lauricella
6. Russ Kinnel
7. Eric Jacobson
8. Maciej Kowara

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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