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The Morning Filter

Morningstar
Tariffs
Earnings
Trump Administration
Amazon
Stock Market
Alphabet
Morningstar
Energy Sector
China
Mexico
Non-Farm Payrolls
Canada
Deepseq
Corporate Bonds
Federal Reserve
Exxonmobil
Investing
Microsoft
Kraft Heinz
Inflation

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.

PublishesWeeklyEpisodes62Foundeda year ago
Number of ListenersCategories
InvestingBusiness NewsNewsBusiness

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Artwork for The Morning Filter

Latest Episodes

In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the market’s response to new developments in the Iran war. They speculate what the Federal Reserve’s interest rate policy may be for the rest of the year... more

In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what economic and earnings reports to keep an eye on during this shortened trading week. Chewy’s stock skyrocketed after earnings last week; tune in to f... more

YouTube

In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the market’s latest response to the ongoing war in Iran and explain what oil futures are telling investors. They unpack what’s going on in fixed income g... more

YouTube

Today on The Morning Filter podcastwe’re bringing you a bonus episode from another Morningstar podcast: Investing Insights. Every Friday, host Ivanna Hampton sits down with investment experts across Morningstar to discuss their latest research.

On t... more

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Recent Guests

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
Ahmed Khan
Morningstar's Senior Equity Analyst and Technology Team member who covers the cybersecurity industry
Morningstar
Episode: 3 Cybersecurity Stocks to Invest In as AI Reshapes Industries
Dave Sekera
Morningstar Chief US Market Strategist
Morningstar
Episode: 5 Stocks to Buy Before They’re Not Undervalued Any More
Michael Field
Chief Europe Market Strategist at Morningstar
Morningstar
Episode: 3 International Stocks to Buy for 2026
Sarah Hansen
Senior reporter with Morningstar and an occasional host of Investing Insights
Morningstar
Episode: 3 Durable Stocks to Buy Now for the Long Term
Christine Benz
Director of Personal Finance at Morningstar, author, and co-host of the Longview Podcast
Morningstar
Episode: 5 Stocks to Buy Before Wall Street Catches On
Gregg Warren
Morningstar strategist and Berkshire analyst
Morningstar
Episode: 5 Stocks to Buy in May and Hold for the Long Term
Damian Conover
Director of Equity Research in North America
Morningstar
Episode: 4 Core Stocks to Buy and Hold During Tariff Turbulence
Dan Lefkovitz
Morningstar columnist and strategist
Morningstar
Episode: 3 Long-Term Stocks to Buy That We Still Believe In

Host

Susan Dziubinski
Host of discussions centered around financial markets and stock picks, offering insights alongside a chief market strategist.

Reviews

4.7 out of 5 stars from 64 ratings
  • 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 States18 days 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 States4 months 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 States6 months ago
  • Excellent Podcast

    This is just what I look for in an investing podcast, with a small amount of macro and a lot of individual stock information and investable research ideas. Well done! The best of the Morningstar lineup.

    Apple Podcasts
    5
    Missing61
    Canada10 months ago
  • Great content with straightforward actionable advice

    The Morning Filter by Morningstar consistently delivers great content with straightforward, actionable advice. Each episode is packed with valuable insights that are easy to understand and apply, making it a must-listen for anyone looking to stay informed and make smarter financial decisions. Highly recommended!

    Apple Podcasts
    5
    Azeem_er1
    United Statesa year ago

Listeners Say

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

Listeners appreciate the wealth of educational content and straightforward advice provided, highlighting its accessibility for both new and experienced investors.
Some reviews mention the value of the discussions for understanding complex market dynamics, indicating a positive reception overall.
Critiques focus on the host's role, suggesting a desire for more engagement or depth in facilitation. Overall, audience feedback leans towards valuing the expertise shared.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

5 Stocks to Buy Before They’re Not Undervalued Any More
Q: What are the reasons for the rotation from growth to value, and which stocks look most attractive in that environment?
The rotation is driven by fatigue in AI stocks and concerns about the high capital expenditure required by hyperscalers; among picks, CNH Industrial, Omnicom, Fresenius Medical Care, Bristol-Myers Squibb, and Zimmer Biomet are highlighted as value plays with favorable discounts to Morningstar fair value and solid moats, potentially benefiting from rotation into value and healthcare.
5 Stocks to Buy Before They’re Not Undervalued Any More
Q: What should investors be watching this week in terms of economic reports and earnings?
Dave emphasizes focusing on the fundamentals of the companies covered, with a lighter touch on macro metrics unless they diverge significantly from expectations; the emphasis is on guidance and the longer-term AI-related demand picture rather than quarterly noise.
5 Oversold Stocks to Buy Before They Rebound
Q: If I'm an investor trying to figure out which companies will be positively or negatively impacted by AI, what should I look for?
Look for businesses that incorporate AI to augment rather than replace their operations, particularly those that require human relationships and complex decision-making.
5 Oversold Stocks to Buy Before They Rebound
Q: Are there any industries that have gotten sold off that deserved it, or is it indiscriminate selling?
While some selloffs are justified, the reaction to fears about AI is often based on uncertainty rather than rigorous analysis.
5 Oversold Stocks to Buy Before They Rebound
Q: What could the Supreme Court's ruling mean for the markets going forward?
The ruling might impact trade negotiations and raise questions about future tariffs, but investors should focus on the overall economic fundamentals and market valuations.

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 Morning Filter

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

This podcast offers insightful discussions centered around stock market trends, investment strategies, and comprehensive analyses of various companies. Hosted by a seasoned market strategist, the episodes frequently cover pressing financial topics such as inflation, Federal Reserve policies, and earnings reports from major corporations. With a focus on actionable stock recommendations, listeners receive expert insights into the complexities of the market and strategic tips for long-term investing, particularly in the realms of technology and dividend stocks. The conversational format enhances the learning experience, making complex financial subjects more approachable for both novice and seasoned investors alike.

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How many listeners does The Morning Filter get?

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How many subscribers and views does The Morning Filter have?

To see how many followers or subscribers The Morning Filter 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 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. Barron's Streetwise

How many episodes of The Morning Filter are there?

The Morning Filter launched a year ago and published 62 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 Morning Filter?

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What guests have appeared on The Morning Filter?

Recent guests on The Morning Filter include:

1. Eric Compton
2. Ahmed Khan
3. Dave Sekera
4. Michael Field
5. Sarah Hansen
6. Christine Benz
7. Gregg Warren
8. Damian Conover

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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