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

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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InvestingBusinessEntrepreneurship

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Artwork for Investing Insights

Latest Episodes

New exchange-traded funds are sprouting up quickly. In 2025, more than 1,000 ETFs launched. The crop included promising funds as well as those taking on unnecessary risks. The field could expand soon to include hundreds of riskier ETFs. As investment... more

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Will you give yourself permission to fully enjoy your nest egg? Many retirees spent years saving to enjoy this chapter of their lives, but when they finally get there, a lot of them hold back. Of course, lavish spending can be a problem in retirees' ... more

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Picking winning stocks is just part of the battle to beat an index. Active managers make investing moves when opportunities arise or dry up. They also rely on a team of analysts and state-of-the-art tools to help them uncover the next big investment ... more

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Guaranteed income in retirement sounds pretty nice, but what are the trade-offs to make it happen? Several big asset managers offer target-date funds with built-in annuities. However, it's difficult to compare one against another because their strate... more

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Recent Guests

Danielle Labotka
Behavioral scientist at Morningstar
Morningstar
Episode: Why Playing It Safe in Retirement Can Backfire
Jason Kephart
Senior principal of multi-asset manager research at Morningstar
Morningstar
Episode: Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?
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
Russ Kinnel
Morningstar Senior Principal of Ratings
Morningstar
Episode: The Best Opportunities for Fund Investors Today
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
Dan Sotiroff
Morningstar ETF Investor Newsletter Editor
Morningstar
Episode: Bond ETF Flows Just Flipped. Here's What It Means for You
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?
Eric Jacobson
Senior Principal of Fixed-Income Strategies
Morningstar
Episode: Why Bond Funds Benefit from Active Management

Host

Ivanna Hampton
Host of Investing Insights

Reviews

4.2 out of 5 stars from 660 ratings
  • !!!!

    Podcast Addict
    5
    Andrew L
    2 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 States4 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 States5 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 States8 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 States9 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.

Talking Points

Recent interactions between the hosts and their guests.

Why Playing It Safe in Retirement Can Backfire
Q: What practical steps can retirees take to shift from underspending to a more balanced approach?
Retirees should review wealth and spending periodically, tie spending goals to personal values using frameworks like PERMA-V, and set specific, motivating goals that allow for controlled, meaningful spending.
Why Playing It Safe in Retirement Can Backfire
Q: Why do some retirees underspend even when they have the means to spend more?
Underspending stems from fear and the complexity of funding a long retirement, leading many to rely on simple, rigid withdrawal rules that ignore evolving conditions like longevity, inflation, and portfolio performance.
Why Do Active Funds Lag Even With Winning Picks?
Q: What did you discover when extending the analysis over a decade?
Ptak explains that the do-nothing strategy remained surprisingly consistent, often outperforming both the active funds and the index in several periods, especially when combined with favorable market conditions, highlighting the impact of not trading and letting winners run.
Why Do Active Funds Lag Even With Winning Picks?
Q: Now what makes up this hypothetical do-nothing portfolio?
The host asks how the do-nothing portfolio is constructed and what rules were used, which Jeff Ptak explains involved aggregating the holdings of the 100 largest active funds and holding them untouched for a defined horizon to compare against actual fund results and a simple index.
What Investors Should Watch for in the Second Half of 2026
Q: What should investors do when market volatility occurs?
Don't react emotionally; reassess whether a long-term fundamental shift is occurring, and if not, consider reallocating only if warranted by new information, otherwise stay the course with the plan.

Audience Metrics

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

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Gender Skew
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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 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.

How do I contact Investing Insights?

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What guests have appeared on Investing Insights?

Recent guests on Investing Insights include:

1. Danielle Labotka
2. Jason Kephart
3. Jerry Kerns
4. Paul Condra
5. Russ Kinnel
6. Nic Owens
7. Dan Sotiroff
8. Tom Lauricella

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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