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The Morning Filter

Morningstar
Tariffs
Federal Reserve
Amazon
Artificial Intelligence
Alphabet
Inflation
Morningstar
Microsoft
Earnings
Stock Market
Trump Administration
Nvidia
Cybersecurity
Adobe
Clorox
Berkshire Hathaway
Tesla
Salesforce
Constellation Brands
Canada

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 weeklyEpisodes67Foundeda year ago
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NewsBusiness NewsBusinessInvesting

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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 what’s on radar this week after the US stock market hit new highs, including the Fed meeting and inflation numbers. They’ll preview big tech earnings com... more

In this bonus episode of The Morning Filter podcast, co-host Susan Dziubinski talks with Morningstar’s director of personal finance and retirement planning Christine Benz. They touch on whether investors are a blind to market risk today or if they’re... more

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In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the latest developments in the Iran war and what investors should be monitoring. The stock market hit new highs last week; the co-hosts cover what drove ... more

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In this bonus episode of The Morning Filter podcast, co-host and Morningstar chief US market strategist Dave Sekera and Morningstar chief US economist Preston Caldwell share their new outlooks for the market and the economy. Tune in to find out wheth... 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
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 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

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 67 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 Statesa month 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 States5 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
    Canadaa year 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 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.
5 Stocks to Buy Before Q2 Heats Up
Q: And this viewer wants to know, why is Crowdstrike not a topic valuation?
Crowdstrike is fundamentally solid with a wide moat and a strong position in cybersecurity, but its current price-to-fair-value valuation is less attractive than peers like Palo Alto or Fortinet, making it a watch-list name rather than a clear buy today.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
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Interests
Professions
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Household Income
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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?

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 subscribers and views does The Morning Filter have?

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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. Zacks Market Edge
4. Barron's Live
5. Investing Experts

How many episodes of The Morning Filter are there?

The Morning Filter launched a year ago and published 67 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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Where can I see ratings and reviews for The Morning Filter?

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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. Dave Sekera
5. Michael Field
6. Sarah Hansen
7. Dan Lefkovitz
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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