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The Morning Filter

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

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.

PublishesWeeklyEpisodes39Founded9 months ago
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Artwork for The Morning Filter

Latest Episodes

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski parse Federal Reserve chairman Jerome Powell’s post-meeting comments and discuss whether the Fed will cut interest rates again in December. They also explain why it matter... more

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss expectations for this week’s CPI report and what it could mean for the Fed rate decision at the end of October. They cover what to listen for in key earnings repor... more

YouTube

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss expectations for this week’s CPI report and what it could mean for the Fed rate decision at the end of October. They cover what to listen for in key earnings repor... more

YouTube

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski suggest where to find useful economic data as the government shutdown continues. They also preview earnings season, including what to listen for from the AI giants like Ta... more

YouTube

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Recent Guests

Michael Field
Morningstar's Chief Europe Market Strategist
Morningstar
Episode: 4 New Stocks to Buy Now and Hold 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
Karen Anderson
Morningstar's healthcare sector director
Morningstar
Episode: 3 Long-Term Stocks to Buy That We Still Believe In
Seth Goldstein
Morningstar Analyst
Morningstar
Episode: 3 Long-Term Stocks to Buy That We Still Believe In
Julie Utterback
Senior analyst with Morningstar
Morningstar
Episode: 3 Long-Term Stocks to Buy That We Still Believe In

Host

Susan Dziubinski
Host of The Morning Filter Podcast

Reviews

4.6 out of 5 stars from 51 ratings
  • 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
    Canada5 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 States6 months ago
  • Great show !!

    Dave & Susan, your video show is great !!.. I watch you both on YouTube, every show, for couple of years now. Just subscribed to your audio podcast .. thank you for all the information you share on investing

    Apple Podcasts
    5
    uyadava
    United States9 months ago

Listeners Say

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

Listeners appreciate the actionable insights and clarity in the market analysis presented by the hosts.
The podcast is highly regarded for its combination of macroeconomic insights with specific stock recommendations.
Recurrent praise highlights the straightforward format, making complex investment concepts accessible to a wide audience.

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 the Market Rally Stalls
Q: Which companies strike a good balance during downturns while capturing upside in bull markets?
Dave emphasizes that while finding such companies is challenging, he's looking for stocks rated four and five stars that have low downside risk and still offer upside potential.
3 Stocks to Buy Before October Ends
Q: What stock picks do you have this week?
We have Mondelice, Dollar General, and Diageo as our top picks, focusing on their relevance to Halloween.
4 Stocks to Buy Before They Report Earnings
Q: Do you still think Taiwan Semiconductor is a buy ahead of earnings?
Although it is not deeply undervalued, it can be a good pick for exposure to artificial intelligence.
4 Stocks to Buy Before They Report Earnings
Q: Are there any economic reports that you'll be watching this week instead?
While I am unlikely to watch them closely, there are alternative data sources still available from the Fed.
4 New Stocks to Buy Now and Hold for the Long Term
Q: How does the Federal Reserve cutting the federal funds rate impact the valuation drivers and capital structure of companies?
The impact on banks and financials will be major, while it will have a smaller effect on corporates as most companies have low interest expense,

Audience Metrics

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

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Gender Skew
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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?

A focused examination of current market conditions, investment strategies, and stock recommendations takes center stage across multiple episodes. Conversations typically feature insights from notable analysts who dissect economic indicators, recent financial news, and significant earnings reports. The hosts provide actionable advice for investors, often highlighting specific stocks to buy or sell based on market trends, inflation data, and economic reports. Noteworthy discussions also analyze the effects of geopolitical events and trade policy on the market, offering listeners a comprehensive overview of practical investment strategies tailored to dynamic economic conditions.

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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. Barron's Streetwise

How many episodes of The Morning Filter are there?

The Morning Filter launched 9 months ago and published 39 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 Field
2. Christine Benz
3. Gregg Warren
4. Damian Conover
5. Dan Lefkovitz
6. Karen Anderson
7. Seth Goldstein
8. Julie Utterback

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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