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Artwork for The Long View

The Long View

Morningstar
Retirement Planning
Primecap Management
Retirement Savings
Financial Vortex
Student Loans
Financial Literacy
Defined Contribution Plans
Generational Differences
Pension Plans
Behavioral Finance
Fixed Income
Decumulation Phase
Emerging Markets
Emergency Savings
Long-Term Care
Vanguard
Financial Advisors
Retirement Income
Financial Education
Made Whole

Expand your investing horizons and look to the long term. Join hosts Christine Benz, Amy C. Arnott, and Ben Johnson as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.

PublishesWeeklyEpisodes361Founded7 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for The Long View

Latest Episodes

Our guest on the podcast today is Jim O’Shaughnessy. Jim founded O’Shaughnessy Asset Management, a quantitative investment management firm in 1993. Franklin Templeton acquired the firm in 2021. Jim is also an author of several books, including Invest... more

YouTube

Today’s guest on The Long View is Sara Devereux. Sara is the Chief Investment Officer of Vanguard Capital Management and Global Head of Fixed Income. She oversees the investment professionals responsible for portfolio management, trading, and researc... more

YouTube

Our guest on the podcast today is Sally Balch Hurme. Sally is the author of Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes, as well as several other books. She worked at AARP for 23 years and has written more than 20... more

YouTube

Our guest on the podcast today is Leyla Kunimoto. Leyla is the founder and editor of Accredited Investor Insights, a newsletter that helps investors navigate private markets. She writes about private equity, private credit, and real estate, focusing ... more

YouTube

Key Facts

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Recent Guests

Jim O'Shaughnessy
Founder of O'Shaughnessy Asset Management, author, and podcast host
O'Shaughnessy Ventures
Episode: Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner
Sara Devereux
Chief Investment Officer of Vanguard Capital Management and Global Head of Fixed Income
Vanguard Capital Management
Episode: Sara Devereux: Bonds Are Still Ballast
Andy Reed
Head of Behavioral Economics Research in Vanguard's Investment Strategy Group
Vanguard
Episode: Andy Reed: Inertia Is the Most Powerful Force in Behavioral Finance
Cullen Roche
Author of 'Your Perfect Portfolio', Founder and Chief Investment Officer of the Discipline Funds, and head of Orcam Group
Discipline Funds and Orcam Group
Episode: Cullen Roche: What Is Your Perfect Portfolio?
JL Collins
Author of The Simple Path to Wealth
Episode: Best of The Long View 2025: Financial Planning and Retirement
Dana Anspach
Financial planner with client experiences
Episode: Best of The Long View 2025: Financial Planning and Retirement
Barry Ritholtz
Author of How Not to Invest
Episode: Best of The Long View 2025: Financial Planning and Retirement
Doug and Heather Boneparth
Authors of Money Together
Episode: Best of The Long View 2025: Financial Planning and Retirement
Lyle Fitterer
Senior Portfolio Manager and Co-Lead on the Municipal Bond Sector for Baird Advisors
Baird Advisors
Episode: Lyle Fitterer: The State of the Municipal Bond Market Today

Hosts

Dan Lefkovitz
Strategist at Morningstar Indexes
Christine Benz
Director of Personal Finance and Retirement Planning for Morningstar
Amy C. Arnott
Portfolio Strategist for Morningstar

Reviews

4.6 out of 5 stars from 1.2k ratings
  • Keep it simple

    Sara Devereux from Vanguard is very articulate, but lacking in substance. Very much counter to the principles of Jack Bogle

    Private equity, junk Bonds! Why do we need to take risk on the fixed side of a portfolio?

    Apple Podcasts
    5
    Prasad Passive 1
    United States13 days ago
  • Very intelligent discussions

    Very thoughtful & insightful analysis! Ordered Christine’s book today after listening to some of these podcasts

    Apple Podcasts
    5
    RajK2009
    United Statesa month ago
  • Meh

    Cullen Roche is interesting and I enjoyed the podcast but like so many money managers he talks too much and loves the sound of his voice and prognostications. Speaking less and listening more is a great way of getting your point across better. His answers were lectures and go on and on and on. Like this review 😊

    Apple Podcasts
    4
    Gnome chopper
    United Statesa month ago
  • Invaluable financial information

    Great guests, informative interviews, invaluable references to additional materials to broaden awareness.. I’ve not found a more reliable source for immediately actionable things to review with my financial advisor and refine within my financial planning..

    Apple Podcasts
    5
    ptroz
    United Statesa month ago
  • Great Podcast

    Great show. Relevant and interesting topics with interesting guests. Christine Benz and Amy Arnott are excellent interviewers!

    Apple Podcasts
    5
    HJB1953
    United States2 months ago

Listeners Say

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

Some find the interview style too broad and prefer a focus on specific financial strategies.
Critics note that occasionally the content may seem repetitive, with familiar topics being revisited.
The show is highly informative, with topics that resonate with both novice and experienced investors.
The hosts are praised for their quality questioning and ability to engage with expert guests.
Listeners appreciate the depth of discussions and the expertise of the guests.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Sara Devereux: Bonds Are Still Ballast
Q: How do you see the evolving role of technology in the bond market?
Sara explains how advances in technology are reshaping the bond market by enhancing trading and decision-making efficiency.
Sara Devereux: Bonds Are Still Ballast
Q: What are the implications of the shift from mutual funds to ETFs?
Sara expresses optimism about the ETF landscape and its promising growth potential.
Sara Devereux: Bonds Are Still Ballast
Q: Can you talk a little bit about the evolution of the team under your leadership?
Sara discusses how she joined Vanguard just before COVID and how the team has navigated various market environments, emphasizing their strong performance and focus on bonds.
Andy Reed: Inertia Is the Most Powerful Force in Behavioral Finance
Q: What can retirees do to switch their mindset from saving to spending?
Retirees can generate predictable income as a paycheck in retirement, which provides psychological security and confidence.
Andy Reed: Inertia Is the Most Powerful Force in Behavioral Finance
Q: When did you first start getting interested in behavioral economics?
Andy Reed started getting interested in behavioral economics more than 20 years ago while studying with Barry Schwartz, who taught a course on judgment and decision-making.

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 The Long View

What is The Long View about and what kind of topics does it cover?

Content typically covers a spectrum of topics related to investing, personal finance, and strategic asset management. The conversations often feature insights from prominent industry leaders on effective investment approaches, retirement planning, and financial advice tailored for contemporary audiences. Noteworthy is the podcast's emphasis on both the emotional and practical aspects of financial life, as well as its commitment to blending expert insights with accessible advice for listeners navigating their own financial journeys. The focus on long-term investment strategies sets this show apart as it encourages listeners to consider broader financial implications rather than merely short-term gains.

Where can I find podcast stats for The Long View?

Rephonic provides a wide range of podcast stats for The Long View. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Long View and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Long View get?

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What are the audience demographics for The Long View?

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How many subscribers and views does The Long View have?

To see how many followers or subscribers The Long View has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Long View?

These podcasts share a similar audience with The Long View:

1. Investing Insights
2. Bogleheads On Investing Podcast
3. The Rational Reminder Podcast
4. Stay Wealthy Retirement Podcast
5. Retirement Answer Man

How many episodes of The Long View are there?

The Long View launched 7 years ago and published 361 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 The Long View?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Long View?

Rephonic pulls ratings and reviews for The Long View from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for The Long View?

Rephonic provides full transcripts for episodes of The Long View. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Long View?

Recent guests on The Long View include:

1. Jim O'Shaughnessy
2. Sara Devereux
3. Andy Reed
4. Cullen Roche
5. JL Collins
6. Dana Anspach
7. Barry Ritholtz
8. Doug and Heather Boneparth

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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