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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 weeklyEpisodes72Foundeda year ago
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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 Susan Dziubinski cover what’s going on with oil prices, interest rates, and bonds today. They recap the stock market’s winners and losers from May and update the barbell stoc... more

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In this bonus episode of The Morning Filter podcast, co-host Dave Sekera and Morningstar senior equity analyst Dan Romanoff take a deep dive into one of Sekera’s top stock picks: Microsoft MSFT. Microsoft isn’t just a software company; it’s a portfol... more

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In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss why stock investors should learn how to tell the difference between signal and noise when evaluating investments. They review examples of both and cover ... more

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In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski recap last week’s market performance considering new developments in the Iran War. They cover why US investors should watch the Japanese yen, if inflation report... more

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Recent Guests

Preston Caldwell
Morningstar chief economist
Morningstar
Episode: Q2 Market Outlook: Why a Stock Barbell Strategy Is Ideal for Today’s Market
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
Gregg Warren
Senior analyst covering Berkshire Hathaway
Morningstar
Episode: Berkshire Hathaway After Warren Buffett: An Early Read on What Investors Can Expect
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
Dan Lefkovitz
Columnist for Morningstar.com and co-host of 'The Long View' podcast.
Morningstar
Episode: Why 2026 Could Be a Breakout Year for Dividend Stocks
Christine Benz
Director of Personal Finance and Retirement Planning at Morningstar and author of 'How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.'
Morningstar
Episode: The Biggest Risk Investors Face Today

Hosts

Susan Dziubinski
Host of The Morning Filter, Morningstar
Dave Sekera
Morningstar Chief US Market Strategist and host

Reviews

4.7 out of 5 stars from 68 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 States2 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
    Canada2 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 States3 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 States6 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 States8 months ago

Listeners Say

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

Shows practical, research-driven investing insights.
Hosts value education and transparency about uncertainties in markets.
Content is actionable and well-supported by Morningstar research.
Guest diversity can vary, but expertise is consistently strong.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

3 Misunderstood Stocks to Buy
Q: What should an investor listen for in company communications to spot true signal?
Pay attention to management discussions and questions during calls, look for shifts in revenue and margin trends, assess whether reforms or innovations will materially change the business model, and check if the moat sources are changing in a way that could widen or erode the durable advantages.
3 Misunderstood Stocks to Buy
Q: How would you define signal vs. noise in practical terms for an individual investor?
Signal is information that causes a meaningful rethinking of long-term forecasts and the intrinsic value of a company, often resulting in a material revision to assumptions or margins, while noise is transient or isolated, not altering the long-run valuation.
5 Long-Term Stocks to Buy Now and Hold for Decades
Q: can you share some high-quality compounding stocks that can be bought and held for decades?
Dave explains that the goal is to focus on stocks with durable moats, robust cash flows, and the ability to adapt over time, emphasizing a buy-and-manage approach where positions are monitored and adjusted as valuations and industry dynamics change. He highlights leaders like Microsoft and Berkshire Hathaway as enduring examples, while acknowledging that only a handful of past top-market-cap stocks remain top 20 after 20–30 years, underscoring the importance of selecting durable franchises and maintaining a disciplined process.
5 Stocks to Buy Before Growth Stocks Come Back
Q: This week's question is from Eric and it's about Veeva Systems. Now I'm going to paraphrase here, but at the crux of the question, Eric wants to know how secure Morningstar thinks the company's wide economic moat is in the face of increased competition and the threat of artificial intelligence.
Morningstar views Veeva as having a wide moat primarily from switching costs, with growth coming from the R&D side. While competition is rising in the CRM part of the business, the moat around the R&D solutions remains the key driver of margin growth and long-term value, though the stock has sold off with broader software sector jitters related to AI disruption.
4 Stocks to Buy With Winning Brands
Q: Carlos asks how Morningstar's fair value estimate on ORCL swung from $200 to over $300 and back to $220 in four to five months.
Dave explains that swings are driven by changes in growth assumptions, AI-driven valuation dynamics, and revisions to economic moat and long-term outlook, with the three-stage DCF model showing how adjustments in explicit forecast, fade period, and perpetuity can dramatically alter fair value.

Audience Metrics

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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?

The show centers on concise, insightful weekly takes on markets, research, and actionable stock ideas. It often blends macro context with stock-level analysis, emphasizing a barbell approach of high-quality value and AI/tech growth, plus tailored commentary on recent earnings and sector shifts. Noteworthy is the consistent pairing of a chief market strategist with a lead Morningstar host, delivering accessible, research-backed projections and stock ideas for the week ahead. The format tends to include macro framing, select stock picks or pans, and occasional deeper dives through Morningstar methodology, making it useful for investors and professionals seeking timely, research-grounded guidance without hype.

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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. Simple, but Not Easy
3. The Long View
4. Barron's Live
5. Zacks Market Edge

How many episodes of The Morning Filter are there?

The Morning Filter launched a year ago and published 72 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. Preston Caldwell
2. Eric Compton
3. Ahmed Khan
4. Gregg Warren
5. Dave Sekera
6. Michael Field
7. Sarah Hansen
8. Dan Lefkovitz

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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