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Every Monday, Susan Dziubinski sits down with Morningstar chief US market strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.

PublishesTwice weeklyEpisodes95Founded2 years ago
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InvestingBusinessBusiness NewsNews

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Artwork for The Morning Filter

Latest Episodes

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen unpack a very bumpy week in the markets, from a dramatic selloff in AI-linked names and an ongoing rotation from growth to value to a huge rally in the Treasury ... more

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In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen recap last week’s market activity, including the rotation out of growth stocks and how hotter-than-expected inflation data contributed to another spike in Treasu... more

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In this bonus episode of The Morning Filter podcast, host Dave Sekera sits down with Morningstar Chief Economist Preston Caldwell to discuss their market and economic outlooks heading into the end of 2026. Tune in to find out why stock selection is b... more

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In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen cover why the stock market has been resilient even as interest rates continue to rise in the United States and abroad.

They look ahead to inflation data and b... more

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Recent Guests

Michael Hodel
Director of communication services equity research at Morningstar
Morningstar
Episode: 4 Stocks to Buy for the Long-Term While They’re Still Undervalued
Preston Caldwell
Morningstar Chief Economist
Morningstar
Episode: What’s Ahead for Stocks this Quarter—and Where to Invest
Dave Sekera
Morningstar Chief US Market Strategist
Morningstar
Episode: 4 Stocks to Buy Before They Rise Further
Dan Lefkovitz
Morningstar Indexes strategist
Morningstar Indexes
Episode: 4 Undervalued Stocks to Buy for Income
Michael Field
Morningstar Europe market strategist
Morningstar
Episode: 3 Stocks to Sell and 3 Stocks to Buy in August
Nic Owens
Morningstar Analyst covering SpaceX analysis
Morningstar
Episode: 5 Stocks to Buy Before the Next Market Rotation
Dan Romanoff
Senior Equity Analyst on the technology team
Morningstar
Episode: Why Microsoft Stock Is Worth $600
Christine Benz
Morningstar's Director of Personal Finance and Retirement Planning
Morningstar, Inc.
Episode: How to Build a Portfolio: What to Own, What to Skip, and Why
Eric Compton
Director of Equity Research for the Technology Sector, Morningstar
Morningstar
Episode: Investing Insights: These Top Tech Stocks Can Stand Up to AI Risks

Hosts

Susan Dziubinski
Host of The Morning Filter
Dave Sekera
Morningstar Chief US Market Strategist; Host of The Morning Filter

Reviews

4.8 out of 5 stars from 90 ratings
  • I love this program

    I love listening to this program every Monday! It’s very insightful and informative. You all do fantastic work

    Apple Podcasts
    5
    Gmoussallie
    United States6 months ago
  • 5 Stocks to sell makes no sense

    If you address 5 to sell only a very small proportion of your audience might relate - However stocks to buy are interesting to all, even people already holding them

    Apple Podcasts
    1
    Info I can use
    Canada7 months ago
  • Very helpful show

    I find this show very helpful at looking at other stocks and to see what the market is doing.

    Apple Podcasts
    5
    Fun time to listen
    United States7 months ago
  • Good information and delightful to watch.

    I learn from Susan and Dave each week. How they discuss investing with educational and historical infills has been a trustworthy exposure and guide to how use the morning star website as a resource. Delightful to watch they have years of experience with the subject and also point out the uncertainties. They clearly enjoy working together which makes for a fun and worthwhile viewing experience. An additional great way to learn about investing among others from these two great presenters each we... more

    Apple Podcasts
    5
    Great marsh
    United Statesa year ago
  • Host Adds No Value

    I don’t get the role of the host that pretty much a high school student can do her job. She adds no value to the discussions except reading from a set of generic questions.

    Apple Podcasts
    3
    Rayxzs
    United Statesa year ago

Listeners Say

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

Hosts provide clear explanations and research-backed perspectives.
Some listeners want more bite-sized or diverse guest viewpoints.
Thoughtful market insights with actionable stock ideas.

Chart Rankings

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

Apple Podcasts
#75
United States/Business/Investing
Apple Podcasts
#92
United Kingdom/Business/Investing
Apple Podcasts
#144
Canada/Business/Investing
Apple Podcasts
#26
Italy/Business/Investing
Apple Podcasts
#85
Italy/Business
Apple Podcasts
#102
France/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

5 Stocks to Sell for Tax-Loss Harvesting
Q: How do you balance broader market factors against the undervaluation of individual tech stocks?
Sekera compares current conditions with 2022, when inflation, rate hikes, slowing growth, and an overvalued market led him to recommend underweighting equities. Today, he says the market is discounted and economic growth is still expected to be positive, so he would watch jobs and interest rates before changing his market-weight stance.
5 Stocks to Sell for Tax-Loss Harvesting
Q: How should investors decide whether to keep four-star tech stocks in a barbell strategy or trim exposure when those stocks look undervalued?
Sekera recommends maintaining a market-weight equity allocation, overweighting undervalued growth and value stocks while underweighting core. He favors selecting individual growth stocks among the undervalued names and says employment, economic growth, inflation, and Treasury yields will influence whether his market outlook changes.
4 Stocks to Buy for the Long-Term While They’re Still Undervalued
Q: Do any of AT&T, Verizon, or T-Mobile look interesting based on the possibility that SpaceX will collaborate with Starlink?
Hodel says T-Mobile looks most attractive, citing its larger discount to fair value, a dividend yield above 3%, and capacity for share buybacks. He notes that Morningstar raised all three carriers' uncertainty ratings because SpaceX has become a more credible potential competitor.
4 Stocks to Buy for the Long-Term While They’re Still Undervalued
Q: What do you think SpaceX is doing in the wireless space, and how does that relate to its satellite network?
Michael Hodel distinguishes Starlink's satellite broadband and direct-to-cell services from terrestrial wireless coverage. He says SpaceX's spectrum purchase could help build a network for coverage in dense areas and indoors, while also strengthening its position in negotiations with existing carriers.
4 Stocks to Buy Before They Rise Further
Q: What do you think of the entertainment industry's outlook and are there stocks to avoid or embrace?
The guest explains that while bias exists, the entertainment sector faces structural shifts from content creation costs, distribution bundling, and the impact of AI on production, which complicates long-term returns and makes it hard to pick winners consistently; the suggestion is to wait for clearer structural improvements and to avoid forced momentum plays until durable profitability improves.

Audience Metrics

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

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Frequently Asked Questions About The Morning Filter

What is The Morning Filter about and what kind of topics does it cover?

Two Morningstar hosts discuss the week ahead through macro context, earnings, and asset-class ideas, anchored by Morningstar research and a steady stream of stock picks. Episodes typically weave in AI-driven demand, rate expectations, and sector rotations, with practical frameworks for evaluating fair value and risk. The show stands out for its concise, research-backed market briefings, accessible explanations of complex topics, and a recurring focus on actionable ideas across mega-caps, dividends, and income-oriented investments. These attributes make it a strong fit for listeners who want clear frameworks, data-driven insights, and weekly stock ideas from veteran market strategists.

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Which podcasts are similar to The Morning Filter?

These podcasts share a similar audience with The Morning Filter:

1. Investing Insights
2. The Long View
3. Barron's Live
4. Zacks Market Edge
5. Investing Experts

How many episodes of The Morning Filter are there?

The Morning Filter launched 2 years ago and published 95 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 The Morning Filter?

Recent guests on The Morning Filter include:

1. Michael Hodel
2. Preston Caldwell
3. Dave Sekera
4. Dan Lefkovitz
5. Michael Field
6. Nic Owens
7. Dan Romanoff
8. Christine Benz

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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