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The Morning Filter

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

Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets 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.

PublishesWeeklyEpisodes33Founded8 months ago
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BusinessInvestingNewsBusiness News

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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 unpack Fed Chair Powell’s comments after the Federal Reserve’s 25 basis interest rate cut last week and preview the upcoming PCE reading. Dave explains why he’ll be watchi... more

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On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss how big the Federal Reserve’s interest cut this week might be and what to listen for in Fed Chair Jerome Powell’s comments. Recent stock pick Lennar LEN reports ea... more

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On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on tons of economic news, covering everything from tariffs to inflation to jobs—and whether the Federal Reserve will cut interest rates at its September meeting. more

YouTube

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on Federal Reserve Chairman Jerome Powell’s remarks from Jackson Hole and the latest tariff news. A couple of economic reports bear watching this week, including ... more

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Recent Guests

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
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

4.8 out of 5 stars from 48 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
    Canada4 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 States5 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 States8 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.

Apple Podcasts
#102
United States/Business/Investing
Apple Podcasts
#138
United Kingdom/Business/Investing
Apple Podcasts
#218
Canada/Business/Investing
Apple Podcasts
#53
Italy/Business/Investing
Apple Podcasts
#223
Italy/Business
Apple Podcasts
#39
Colombia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

5 Stocks to Buy Before the Fed Cuts Interest Rates
Q: What's your take on McKesson Corp? Is it a buy at the current price level?
It's a three-star rated stock, trading at a 7% premium to fair value, so it's a little high, but not enough to move into the sell category.
5 Stocks to Buy Before Everyone Else Piles In
Q: What are the implications of President Trump's suggestion to change quarterly earnings to semi-annual reports?
Dave believes it is a bad idea, emphasizing that quarterly reports provide essential transparency and help in valuing both stocks and credit quality.
The Biggest Risk Investors Face Today
Q: What should investors consider regarding dividend stocks?
Dividend-paying companies often provide stability but should be complemented with safer investments to mitigate risks during downturns.
The Biggest Risk Investors Face Today
Q: What are some signs that an investor might be taking on too much risk?
Older investors might feel overly risk-tolerant due to past market performances but should prepare for downturns by adjusting their portfolios.
The Biggest Risk Investors Face Today
Q: How should investors be thinking about their allocation to US stocks today?
Investors over 50 should consider de-risking their portfolios while younger investors should focus on global diversification.

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?

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. 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 8 months ago and published 33 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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Where can I see ratings and reviews for The Morning Filter?

Rephonic pulls ratings and reviews for The Morning Filter from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on The Morning Filter?

Recent guests on The Morning Filter include:

1. Christine Benz
2. Gregg Warren
3. Damian Conover
4. Dan Lefkovitz
5. Karen Anderson
6. Seth Goldstein
7. 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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