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Artwork for The Long View

The Long View

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

Expand your investing horizons and look to the long term. Join hosts Christine Benz, Dan Lefkovitz, and Amy C. Arnott 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.

PublishesWeeklyEpisodes353Founded7 years ago
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BusinessEntrepreneurshipInvesting

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Artwork for The Long View

Latest Episodes

Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. In this episode, we’ll share some of our favorite clips from 2025 interviews with portfolio managers, economists, and investment researchers. It’s a companion to... more

Our guest on the podcast today is Lyle Fitterer, a senior portfolio manager and co-lead on the municipal bond sector for Baird Advisors. He has 36 years of experience managing bond portfolios. Prior to joining Baird in 2019, he served as the co-head ... more

YouTube

Our guest on the podcast today is Joy Loverde. Joy is the author of Who Will Take Care Of Me When I’m Old? and The Complete Eldercare Planner. She also gives keynotes and workshops on aging and eldercare to many different types of organizations. In a... more

YouTube

Our guest on the podcast today is Mark Higgins. Mark serves as senior vice president for IFA Institutional, where he specializes in providing advisory services to institutional plans such as endowments, foundations, pension plans, defined-contributio... more

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Recent Guests

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
Joy Loverde
Author of Who Will Take Care Of Me When I'm Old, and The Complete Eldercare Planner
Episode: Joy Loverde: Planning Ahead for Care Needs as You Get Older
Mark Higgins
Senior Vice President for IFA Institutional, author of Investing in US Financial History
IFA Institutional
Episode: Mark Higgins: Financial History Is More Relevant Than People Think
Dan Haylett
Author of *The Retirement You Didn't See Coming* and head of growth for TFP Financial Planning in the UK
TFP Financial Planning
Episode: Dan Haylett: ‘The Retirement You Didn’t See Coming’
Callie Cox
Chief Market Strategist at Ritholtz Wealth Management
Ritholtz Wealth Management
Episode: Callie Cox: A Student Teacher of Financial Markets
Beth Pinsker
A certified financial planner and author of My Mother's Money, A Guide to Financial Caregiving
MarketWatch
Episode: Beth Pinsker: Lessons From ‘My Mother’s Money’
Heather Boneparth
Co-authored the book 'Money Together', former corporate lawyer at Bonefide Wealth
Bonefide Wealth
Episode: Doug and Heather Boneparth: How Couples Can Find Financial Harmony
Doug Boneparth
Certified financial planner and founder of Bonefide Wealth
Bonefide Wealth
Episode: Doug and Heather Boneparth: How Couples Can Find Financial Harmony
Carl Richards
Author, Certified Financial Planner, and founder of the Society of Advice
Episode: Carl Richards: The Case for ‘Deeply Human’ Financial Advice

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
  • One of my favorite financial podcasts

    I love this podcasts. The hosts are all great interviewers and they cover topics that are very pertinent and timely.

    Apple Podcasts
    5
    Robin in Michigan
    United Statesa month ago
  • Among the best financial podcasts out there

    Great interviews that are thought provocative. Thanks!!

    Apple Podcasts
    5
    Rap her
    United States2 months ago
  • Learn By Doing

    Excellent and thoughtful interviews with lots of timely topics.

    Apple Podcasts
    5
    *dOrY*
    United States2 months ago
  • Mostly Great

    Really like most of the episodes, especially with Benz interviewing. But this latest episode with Mike Pyle saying nothing with a lot of words was worse than useless - a waste of my time. The interviewer (not Benz) did a poor job by not holding him to giving coherent answers to the questions, just blah, blah, buzzwords and technical jargon, blah, blah. (Or maybe I’m just too dumb to comprehend?) Again, mostly great content, but this last interview was so bad it made me angry enough to review.

    Apple Podcasts
    4
    Liam 2001
    United States2 months ago
  • Superb Podcast: The Long View

    Excellent: thoroughly discusses the latest research on asset allocation and financial theory with the most knowledgeable and experienced guests. They do not dumb down content for novices and target an audience that understands finance and investing.

    Apple Podcasts
    5
    STUCABAX
    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.

Apple Podcasts
#64
United States/Business/Investing
Apple Podcasts
#209
United States/Business
Apple Podcasts
#67
Canada/Business/Investing
Apple Podcasts
#139
United Kingdom/Business/Investing
Apple Podcasts
#180
Canada/Business
Apple Podcasts
#114
Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Lyle Fitterer: The State of the Municipal Bond Market Today
Q: What do you think about valuations overall currently?
Valuations have shifted, and while they aren't as attractive as a few months ago, there are still opportunities in the market.
Lyle Fitterer: The State of the Municipal Bond Market Today
Q: Have you experimented with artificial intelligence tools to analyze credits?
Yes, we've begun to utilize AI to summarize credit characteristics and covenants efficiently.
Lyle Fitterer: The State of the Municipal Bond Market Today
Q: Can you talk about how the team there at Baird tackles investigating so many different municipal bonds?
We use technology and our credit scoring system to narrow down the number of municipal bonds we need to focus on.
Joy Loverde: Planning Ahead for Care Needs as You Get Older
Q: What steps would you advise people to take if they're in the position of being a solo ager?
Joy outlines three key steps: ensuring financial security, finding suitable housing, and organizing legal documents.
Joy Loverde: Planning Ahead for Care Needs as You Get Older
Q: How can people navigate the types of emotional issues that arise in caregiving roles?
Joy emphasizes the importance of having a safe place to express emotions and suggests therapy as a support mechanism.

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. Simple, but Not Easy
2. Investing Insights
3. Bogleheads On Investing Podcast
4. The Morning Filter
5. Sound Investing

How many episodes of The Long View are there?

The Long View launched 7 years ago and published 353 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. Lyle Fitterer
2. Joy Loverde
3. Mark Higgins
4. Dan Haylett
5. Callie Cox
6. Beth Pinsker
7. Heather Boneparth
8. Doug 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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