Rephonic
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
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.

PublishesWeeklyEpisodes264Founded18 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Investing Insights

Latest Episodes

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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Are wide-moat stocks’ struggles a sign of their protection diminishing? That’s the big question from the Q3 issue of Morningstar magazine. Key market moments this year heavily weighed on some stocks with competitive advantages. Why did they stumble? ... more

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Higher bond yields are attracting more attention and more money. US bond ETFs pulled in almost $54 billion in August. Core and core-plus bond ETFs make up about $8.5 billion of that. These funds tend to provide shelter during market storms to ease a ... more

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he dominance of artificial intelligence is swelling globally. Its massive growth is weighing heavily on stock markets, pressuring bond markets, and even growing to outsized proportions in emerging markets. These developments are increasing concentrat... more

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Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

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
Jeff Ptak
Managing Director of Managerial Research for Morningstar
Morningstar
Episode: Why Do Active Funds Lag Even With Winning Picks?
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?
Dominic Pappalardo
Chief Multi-Asset Strategist for Morningstar Wealth (Morningstar Investment Management)
Morningstar Wealth
Episode: What Investors Should Watch for in the Second Half of 2026
Jerry Kerns
Editor-in-chief, Morningstar Magazine
Morningstar
Episode: Dividend Investing: How to Find the Right Balance Between Income and Growth

Host

Ivanna Hampton
Host of Investing Insights

Reviews

4.2 out of 5 stars from 670 ratings
  • !!!!

    Podcast Addict
    5
    Andrew L
    3 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
  • 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 States6 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 States9 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 States10 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 Are Some of the Strongest Stocks Struggling This Year?
Q: What is a moat and can you describe the five sources of moat?
A moat is a company's durable competitive advantage that allows it to earn excess returns over a long period, and the five sources are network effects, intangible assets, cost advantages, switching costs, and efficient scale.
401(k) Millionaires: Here’s How to Avoid Going Broke in Retirement
Q: You've recently written about the do's and don'ts for a seven-figure retirement portfolio. Why do you think a million-dollar nest egg requires financial finesse and strategy?
Sheryl explains that seven-figure portfolios still need careful withdrawal planning, tax management, and tax-aware strategies like Roth conversions during years of low income to minimize future tax impact, while balancing Medicare costs and estate planning.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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.

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What guests have appeared on Investing Insights?

Recent guests on Investing Insights include:

1. Dan Lefkowitz
2. Laura Lollos
3. Tom Lauricella
4. Sheryl Rowling
5. Danielle Labotka
6. Jeff Ptak
7. Jason Kephart
8. Dominic Pappalardo

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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