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The Long View

Morningstar
Retirement Planning
Primecap Management
Behavioral Finance
Financial Vortex
Retirement Savings
Financial Literacy
Student Loans
Defined Contribution Plans
Generational Differences
Pension Plans
Decumulation Phase
Emerging Markets
Emergency Savings
Investing
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, 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.

PublishesWeeklyEpisodes339Founded6 years ago
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Artwork for The Long View

Latest Episodes

Today on the podcast, we welcome back two previous guests. Dana Anspach is the founder and CEO of the financial planning firm, Sensible Money, based in Scottsdale, Arizona, and she has been practicing as a financial planner since 1995. Dana is also t... more

Our guest on the podcast today is author and retirement coach, Larry Jacobson. Larry is the author of a book called Your Ideal Retirement Workbook, A Step-by-Step Guide to Retiring With Purpose and Fulfillment, which coaches its readers on the steps ... more

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Our guest on the podcast today is Scott Bondurant. Scott is the founder and chief investment officer of Bondurant Investment Advisory, a registered investment advisor based in the Chicago suburbs. He is also an adjunct professor at Northwestern Unive... more

YouTube

Listen Now: Listen and subscribe to Morningstar’s The Long View from your mobile device: Apple Podcasts | Spotify

Our guest on the podcast today is Joe Davis, global chief economist at Vanguard and global head of the firm’s Investment Strategy Group... more

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Recent Guests

Larry Jacobson
Author and retirement coach, known for his book 'Your Ideal Retirement Workbook'.
Episode: Larry Jacobson: ‘The Good Things in Our Life Are What Get in the Way of Great Things’
Scott Bondurant
Founder and Chief Investment Officer of Bondurant Investment Advisory, a registered investment advisor based in the Chicago suburbs.
Bondurant Investment Advisory
Episode: Scott Bondurant: Why Mean Reversion Means Your Portfolio Should Have More Stocks
Joe Davis
Global Chief Economist at Vanguard and Global Head of the firm's Investment Strategy Group
Vanguard
Episode: Joe Davis: How to Capitalize on ‘Megatrends’
Lawrence Lam
Managing Director and Founder of Lumenary Investment Management, author of The Founder Effect
Lumenary Investment Management
Episode: Lawrence Lam: ‘The Types of Companies That Attract Me Are Founder-Led and Profitable’
Nick Murray
Financial advisor and author, known for influential books and his newsletter for financial advisors
Nick Murray Interactive
Episode: Nick Murray: ‘The Investor Is Hardwired to Be His Own Worst Enemy’
Charley Ellis
Founder of investment consultant Greenwich Associates and author of several influential books on investing including 'Winning the Loser's Game'
Episode: Charley Ellis: Indexing Is a Marvelous Gift
Cliff Asness
Founder, Managing Principal, and Chief Investment Officer at AQR Capital Management
AQR Capital Management
Episode: Cliff Asness: ‘The Problem Was Never Beta. The Problem Was Paying Alpha Fees for Beta’
Nick Maggiulli
Author and Chief Operating Officer at Ritholtz Wealth Management
Ritholtz Wealth Management
Episode: Nick Maggiulli: Climbing the Wealth Ladder
Brian Selmo
Portfolio manager and research director at First Pacific Advisors
First Pacific Advisors
Episode: Brian Selmo: ‘Winning by Not Losing’

Hosts

Christine Benz
Director of Personal Finance and Retirement Planning for Morningstar, and co-host of The Long View podcast, Christine brings extensive knowledge and expertise in personal finance and investment strategies to her discussions.
Dan Lefkovitz
Strategist for Morningstar Indexes and co-host of The Long View podcast. Dan focuses on indexing strategies and impactful investment decisions.

Reviews

4.6 out of 5 stars from 1.1k ratings
  • Not bad… Could be much better.

    The biggest issue I have with this show is its format. There are numerous missed opportunities to learn from the guests. The show is structured like a generic interview, wasting too much time delving into the backgrounds and personal details of the guests instead of focusing on their specific expertise. I would prefer a format that is more conducive to learning, as that’s why most people listen to these podcasts. Given the high quality of most guests, an interview format more akin to the Rationa... more

    Apple Podcasts
    3
    _D-o-m-e-n-i-c_
    United States15 days ago
  • The Long View

    Scott Bondurant - Why Mean Reversion Means Your Portfolio Should Have More Stocks - Another in years of consistently excellent podcasts.

    Apple Podcasts
    5
    Bruce from Dallas
    United States16 days ago
  • Excellent Podcast

    This is an excellent podcast for the vast majority of investors. Morningstar has been a leader in providing investing information for decades and this podcast continues that tradition. Always a good weekly listen.

    Apple Podcasts
    5
    Dave_21012
    United States22 days ago
  • Globalism

    Having a fellow on from Soros funded Chatham House pushing globalism is a bridge too far.

    Apple Podcasts
    1
    Wonderchimp
    United Statesa month ago
  • Morningstar is a gem!

    As a Morningstar subscriber to get very understandable and helpful analyses of individual stocks or funds and a long-time listener of this podcast, I can sincerely say what a gem Morningstar has been in my life in giving me useful and actionable advice, making me aware of opportunities to invest or things to avoid (ways to lower taxes, leveraging tax-advantaged retirement funds or government bonds, saving for retirement, etc.). It is probably my best investment in financial literacy and financia... more

    Apple Podcasts
    5
    SomeRandomNameUnused2025
    United States2 months ago

Listeners Say

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

The hosts are praised for their ability to engage with guests and draw valuable insights from discussions.
Listener feedback indicates that the content is regarded as informative and actionable, with a strong emphasis on facilitating financial literacy.
Overall, the podcast is viewed as an essential resource for investors looking for well-researched and thoughtful discourse on personal finance.
Some listeners comment that the discussions can occasionally feel too focused on traditional finance without addressing emerging trends.

Chart Rankings

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

Apple Podcasts
#37
United States/Business/Investing
Apple Podcasts
#135
United States/Business
Apple Podcasts
#60
Canada/Business/Investing
Apple Podcasts
#68
United Kingdom/Business/Investing
Apple Podcasts
#150
Canada/Business
Apple Podcasts
#228
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like’
Q: How do you help clients navigate their withdrawal strategies?
We focus on a lifetime safe withdrawal rate rather than an annual one to give clients more freedom without the fear of overspending.
Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like’
Q: What is your perspective on spending in retirement?
Many retirees struggle with allowing themselves to spend money they've worked hard to save, often needing encouragement to do so meaningfully.
Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like’
Q: What is the Retirement Manifesto and why did you create it?
It started as an experiment to capture thoughts during the transition into retirement and became a passion project.
Scott Bondurant: Why Mean Reversion Means Your Portfolio Should Have More Stocks
Q: How does incorporating mean reversion change the approach to equity exposure and withdrawal rates in retirement?
Incorporating mean reversion suggests that retirees can maintain higher equity allocations than traditional models would recommend, thus achieving better long-term outcomes without the same level of risk.
Scott Bondurant: Why Mean Reversion Means Your Portfolio Should Have More Stocks
Q: Can you talk about why standard Monte Carlo-based retirement software leads to overly conservative withdrawal rates?
Scott explains that traditional models using random walk assumptions ignore the need for mean reversion in financial planning, which can lead to unnecessarily low equity allocations and subsequently lower returns.

Audience Metrics

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

Listeners per Episode
Gender Skew
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Frequently Asked Questions About The Long View

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

This podcast focuses on long-term investing strategies and personal finance insights, featuring conversations with influential leaders and experts in the finance and investment fields. Topics frequently addressed include asset allocation, economic trends, behavioral finance, and the impact of complex market dynamics, such as globalization and technology. With a blend of interviews and discussions, the content aims to empower listeners to make informed investment decisions over a longer horizon, emphasizing the importance of understanding market shifts and underlying economic principles.

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?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Long View, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Long View?

Rephonic provides comprehensive predictive audience data for The Long View, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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. Simple, but Not Easy
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 6 years ago and published 339 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. Larry Jacobson
2. Scott Bondurant
3. Joe Davis
4. Lawrence Lam
5. Nick Murray
6. Charley Ellis
7. Cliff Asness
8. Nick Maggiulli

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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