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

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

PublishesWeeklyEpisodes264Founded19 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Investing Insights

Latest Episodes

High interest rates and expensive home prices are keeping some frustrated buyers on the sidelines. A 30-year fixed-rate mortgage recently crossed the 7% line and remains there, according to the Mortgage Bankers Association. And recently there’s an up... more

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Is persistent inflation making TIPS ETFs more attractive? Hundreds of millions of dollars flowed into this niche investment in September, according to Morningstar data. Yet, there’s a debate over whether they’re an ideal way to defend against higher ... more

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We have a special episode for you this week. The author behind the popular Ask the Analyst column on Morningstar.com is coming to the table. Morningstar portfolio strategist Amy Arnott is going into the mailbag to answer readers’ questions about bond... more

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The menu of mutual funds and exchange-traded funds can appear to go on and on, and it’s probably hard not to feel overwhelmed when you’re researching what works for your portfolio. A popular annual feature in Morningstar’s FundInvestor newsletter nar... more

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Key Facts

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Recent Guests

Dan Sotiroff
Associate director of US passive strategies research at Morningstar
Morningstar
Episode: Are TIPS ETFs the Best Way to Fight Inflation?
Amy Arnott
Morningstar portfolio strategist
Morningstar
Episode: The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
Russ Kinnel
Morningstar newsletter editor and senior principal of readings
Morningstar
Episode: 14 Elite Funds and ETFs, and 5 Popular Funds That Just Missed the Mark
Jerry Kerns
Morningstar Magazine Editor-in-Chief
Morningstar
Episode: Why Are Some of the Strongest Stocks Struggling This Year?
Dan Lefkowitz
Morningstar strategist
Morningstar
Episode: Why Are Some of the Strongest Stocks Struggling This Year?
Laura Lollos
Managing editor for the magazine interview
Morningstar
Episode: Why Are Some of the Strongest Stocks Struggling This Year?
Tom Lauricella
Morningstar's Chief Global Markets Editor and editor of the Smart Investor Newsletter
Morningstar
Episode: How AI Is Taking Over Your Portfolio
Sheryl Rowling
Certified public accountant, editorial director of Financial Advice for Morningstar
Morningstar
Episode: 401(k) Millionaires: Here’s How to Avoid Going Broke in Retirement
Danielle Labotka
Behavioral scientist at Morningstar
Morningstar
Episode: Why Playing It Safe in Retirement Can Backfire

Host

Ivanna Hampton
Host of Investing Insights

Reviews

4.2 out of 5 stars from 670 ratings
  • One sided

    Way too America centric. Time they recognised that

    Apple Podcasts
    1
    Global village idiot
    South Africa2 months ago
  • Skin damage from moonlight?

    “So, maybe then you go to the doctor and you discover, uh, you probably shouldn’t be out camping under the stars that often.” WHAT KIND OF DOCTOR DID YOU SEE???

    Apple Podcasts
    3
    DEllisgtr
    United States2 months ago
  • Basic

    I’ve tried to come back to this show a number of times and give it a chance but it’s just so basic as if geared towards elementary school kids. The host holds the show back, reading off a script with no follow up questions on what the guess just said. For these reasons, I’m going to have to unfollow this show.

    Apple Podcasts
    1
    renlist
    United States3 months ago
  • !!!!

    Podcast Addict
    5
    Andrew L
    4 months 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 States6 months ago

Listeners Say

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

Some critiques note host delivery could be more engaging or prepared.
Some listeners feel the host can be hard to follow or pronounces terms inconsistently.
Positive feedback highlights high-quality guests and concise, actionable content.
Listeners appreciate the depth and practical takeaways from guest experts.

Chart Rankings

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

Apple Podcasts
#80
United States/Business/Investing
Apple Podcasts
#240
United States/Business
Apple Podcasts
#103
Canada/Business/Investing
Apple Podcasts
#111
United Kingdom/Business/Investing
Apple Podcasts
#210
Canada/Business
Apple Podcasts
#59
France/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Are TIPS ETFs the Best Way to Fight Inflation?
Q: Are these ETFs good investments to fight off elevated inflation?
They can help when inflation turns out higher than the expectations already priced into bonds. Their market prices still fluctuate, and longer-term funds carry duration risk that can offset inflation protection.
Are TIPS ETFs the Best Way to Fight Inflation?
Q: What are TIPS ETFs and how do they work in practice?
TIPS are U.S. Treasury securities whose principal adjusts upward with inflation measured by the CPI, which also affects their coupon payments. ETFs hold and trade these bonds, so their prices and yields change over time.
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
Q: Where to pool money to pay for daughter's law school tuition given multiple accounts and funds?
Prioritize using a money market fund for tuition liquidity, avoid selling tax-managed funds with embedded gains, and consider pulling from retirement accounts only if necessary, with a plan to minimize tax consequences and preserve retirement resources.
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
Q: What are your thoughts on using a TIPS ladder for a specific number of years inside a tax-deferred account to fund Roth conversions?
A TIPS ladder can be an excellent use case for funding Roth conversions, allowing staggered maturity dates to provide funds for conversions while potentially managing tax timing when paying the taxes from a taxable account.
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
Q: A reader wants to know where to hold bonds. Is it better to hold them in a Roth or a traditional IRA?
Traditionally, bonds are favored in a traditional IRA due to tax-deferred growth; Roth accounts can be advantageous for other assets, but for bonds the tax deferral often makes traditional IRAs preferable.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Investing Insights

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

Across recent episodes, the show frequently centers on practical investing, retirement planning, and portfolio construction, with a strong emphasis on evidence-based analysis from Morningstar researchers and market researchers. Topics span active vs. passive funds, retirement income strategies (including annuities and target-date funds), sector outlooks (AI, tech, airlines), and dividend and fixed-income insights, all tied together with sponsor messages from major providers. Guests are typically seasoned Morningstar experts or industry insiders who translate complex research into actionable takeaways for individual investors and plan sponsors. The format often features concise, data-driven questions and clear commentary on risk, fees, and l... 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 19 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. Dan Sotiroff
2. Amy Arnott
3. Russ Kinnel
4. Jerry Kerns
5. Dan Lefkowitz
6. Laura Lollos
7. Tom Lauricella
8. Sheryl Rowling

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