Investing Insights
269 episodes - English - Latest episode: 5 days ago - ★★★★ - 379 ratingsA thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Episodes
Make These Investing Moves Now for a Better Tax Day in 2025
April 19, 2024 09:00 - 20 minutes - 19 MBSheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics’ director of stewardship Jackie Cook discusses three climate change resolutions this proxy-voting season, including one on Bank of America’s ballot. Tesla Appears It’s Focusing on Profits JPMorgan Chase Keeps Outlook Steady Climate Change Resolutions During Proxy-Voting Season Tax-Efficient Investing: 4 Moves to ...
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
April 12, 2024 09:00 - 16 minutes - 15.5 MBMatthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve their financial situations. Netflix’s Dominance Disney, Fox, and Warner Bros. Discovery’s New Sports-Focused Streaming Service How Companies Can Expand into Streaming The Role of Sports in Streaming NBA TV Deal Why are Apple and Amazon Tough Competitors? Streaming Services With Compellin...
How to Find a Great Dividend Fund
April 05, 2024 09:00 - 13 minutes - 12.4 MBDan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for. Dividend Income, Dividend Growth, and Dividend Income and Growth Dividend Fund Risks Should Dividend Yield Be a Top Priority? Dividend Funds vs Passive Options What Advantage Do Actively Managed Funds Have Over Broadly Diversified Passive Funds? How to Find a Great Divide...
The 4% Retirement Rule is Just a Starting Point
March 29, 2024 09:00 - 15 minutes - 14.6 MBJohn Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending. Six Retirement Withdrawal Strategies that Stretch Savings What Has Changed with Retirement Withdrawal Rates? Trade Offs to a Conversative Start with Your Portfolio Risks and Benefits of Changing a Portfolio’s Stock Allocation Flexible Spending Strategies T...
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
March 22, 2024 09:00 - 19 minutes - 18.2 MBDavid Harrell, editor of Morningstar DividendInvestor newsletter, explains why some income-focused investors may skip adding two new dividend stocks, Meta and Salesforce, to their portfolios. Preston Caldwell, senior US economist for Morningstar Research Services, talks about why he expects more rate cuts than the Federal Reserve’s projections. Adobe’s Strong Q1 & Disappointing Forecast Do Salesforce and Meta Pay Dividends? Meta and Salesforce New Dividends What Can Meta and Salesforce...
Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich
March 15, 2024 09:00 - 23 minutes - 21.8 MBTori Dunlap, the author of Financial Feminist, talks about why women should stop feeling guilty about their spending and why they should keep their finances separate from their partner’s. Her First $100K Loud Budgeting Why We Spend and How to Not Feel Guilty About It Should You Rent or Buy a Home? Women’s Economic Empowerment Financial Education as Protest Making More Women Rich How to Be Fearless When It Comes to Money Read about topics from this episode. The C-Suite Gender Pay ...
What’s Surprising Some Retirees About Their Social Security Benefits?
March 08, 2024 10:00 - 11 minutes - 10.9 MBMark Miller, author of Retirement Reboot, explains why Social Security benefits are taxable, and how a bill aiming to eliminate taxes on Social Security would pay for the program. Read more about these topics from this episode. Salesforce Earnings: Firm Declares a Dividend https://www.morningstar.com/stocks/salesforce-earnings-firm-declares-dividend Snowflake Earnings: Revenue Outlook Disappoints; New CEO Taking Over https://www.morningstar.com/stocks/snowflake-earnings-revenue-outlook-...
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
March 01, 2024 10:00 - 18 minutes - 16.7 MBWalmart shares are overvalued, but Nvidia and Home Depot are fairly valued. Warren Buffet’s Berkshire Hathaway released its 13F for Q42023, and only two ETFs were on it – one of them earns the coveted Gold rating. Walmart’s Q4 Exceeded Expectations Nvidia’s Stellar Quarter and AI Demand Home Depot Felt Macro Pressures in Q4 Berkshire Hathaway Releases Its 13F SPY and VOO People and Process Pillar Ratings Why Does Vanguard Have a Better Rating? Structural Differences Between SPY and ...
How to Get the Most Out of Your Bond Investments
February 23, 2024 10:00 - 14 minutes - 13.6 MBMaciej Kowara, strategist for Morningstar Research Services, and Alec Lucas, director of manager research for Morningstar Research Services, talk about what surprised them about their research about bond investments. Typical Bond Portfolio How to Create Portfolio Optimized for Best Risk-Adjusted Returns Sharpe-Optimized Portfolio Bank Loans and Corporate Bonds Why Should Investors Trust This Portfolio? Risk-Adjusted Portfolio vs. 60/40 Portfolio How Investors Can Use Our Research W...
Walmart Stock Split and Earnings Are Coming Up. What to Expect.
February 16, 2024 10:00 - 14 minutes - 13.1 MBNoah Rohr, equity analyst for Morningstar Research Services, explains how Walmart’s stock split will work, and what he’s looking for in the retailer’s earnings report. Sylvester Flood, senior product manager for Morningstar Inc, tells Ruth Saldanha, editorial manager for Morningstar Research Inc, why the demand for spot bitcoin ETFs is expected to grow. Disney’s Climbing Margins in Q1 Ford’s Cutting Costs After UAW Strike CVS 2024 Outlook Trimmed Walmart Stock Split Why Is Walmart Sp...
Should You Bet on Online Gambling Stocks Now?
February 09, 2024 10:00 - 15 minutes - 14.3 MBDan Wasiolek, a senior equity analyst for Morningstar Research Services, discusses the exciting opportunity to invest in gambling stocks. Larry Swedroe, author and Morningstar contributor, explains why chasing market performance and factoring in political beliefs into investing decisions can cost investors. Meta’s First Dividend Boeing on Pause for Quality Control Novo Nordisk’s Strong Sales in Q4 The Gaming Industry and Online Gambling Flutter on the NYSE FanDuel vs. DraftKings Onl...
When Will the Fed Finally Cut Rates?
February 02, 2024 10:00 - 15 minutes - 14.6 MBInterest rates could likely be coming down, we discuss when, and we also talk about how much an ETF costs. And as the Magnificent Seven results start to roll in, are some of these stocks a buy? 00:33 Tesla’s Slower Growth in 2024 01:37 Verizon’s Strong Q4 02:36 Netflix’s Booming Subscriber Growth 03:31 The Total Cost of Owning an ETF 04:19 Why Do the Costs of ETFs Vary? 04:49 How Should Investors Measure ETF Holding Costs? 05:39 Tracking Costs vs Tracking Error 06:21 What Are Trans...
Could Company 401(k)s Go the Way of IBM?
January 26, 2024 10:00 - 19 minutes - 18.3 MBJohn Rekenthaler, vice president of research for Morningstar Research Services, discusses IBM’s 401(k) plan change and why many workers would want something similar. Nic Owens, an industrials equity analyst for Morningstar Research Services, talks about how Boeing’s 737 safety issues affect the company’s outlook and stock. Taiwan Semiconductor Manufacturing’s Improved Outlook Citigroup’s Disappointing Q4 BP’s New CEO IBM Retirement Accounts IBM’s Retirement Benefit Account vs 401(k) M...
Why Now Is the Time for Value Investing
January 19, 2024 10:00 - 14 minutes - 13.6 MBSarah Hansen, Morningstar Inc markets reporter, talks about different scenarios that could provide a boost to value investing in 2024. Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains why spot bitcoin ETFs are the best option on the fund market for bitcoin investors. 00:45 BlackRock’s Earnings Surpassed Morningstar’s Expectations 01:48 Coinbase Benefits from Higher Trading Revenue 02:58 Should You Invest in Spot Bitcoin ET...
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
January 12, 2024 10:00 - 13 minutes - 12.1 MBSean Dunlop, an equity analyst for Morningstar Research Services, talks about how some restaurants are using artificial intelligence to tailor their menus to customers’ tastes and whether tip-flation is here to stay. Tech and the Restaurant Industry Can AI Speed Up Tech Evolution? How Digital Adoption Can Grow Bottom Lines "Tipflation” Frustration Loyalty Programs Lead to Higher Customer Spending Social Media and Advertising Buzz Restaurant Industry Forecast for 2024 Restaurant St...
Betting Big on Stocks Rarely Beats Boring Investing
January 05, 2024 10:00 - 16 minutes - 15.3 MBJack Shannon, a senior manager research analyst for Morningstar Research Services, explains why some active fund managers’ bets on their highest conviction stock picks paid off, but their portfolio performance may not have shown it. What is a “Big Bet”? Active Managers Are Increasing Their Big Bets Did Big Bets Help or Hurt Portfolios? Wagering and the Magnificent Seven Can Market Concentration Explain Big Bets? Best and Worst Bets Over the Last 25 Years Did Winning Stock Pickers Beat...
5 Pieces of Good News for Investors as 2023 Wraps Up
December 22, 2023 10:00 - 12 minutes - 11.9 MBTom Lauricella, Morningstar Inc’s global markets editor and Smart Investor newsletter editor, discusses some of this year’s biggest headlines including the Federal Reserve signaling an end to hiking interest rates, the bond market’s performance, and the AI boom. What to Expect from the Fed in 2024 Inflation and Housing Dropping Bond Yields The Magnificent Seven Stocks Nvidia Stock vs Cisco Stock Who Is Next to Benefit from AI? Outlook for Obesity Drug Stocks The Bond Market in 20...
Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone
December 15, 2023 10:00 - 20 minutes - 19.2 MBSarah Hansen, Morningstar Inc markets reporter, discusses why optimism and worry loom over the holiday shopping season. Gregg Warren, strategist for Morningstar Research Services, talks about how Munger’s passing will impact Berkshire and his outlook for the company. He also shares one of his favorite quotes from the sharp-witted investing legend. Instacart’s Competition Lululemon’s Q3 Beats Morningstar’s Expectations Holiday Shopping Season and Consumer Spending Retailers’ Mood Sales ...
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
December 08, 2023 10:00 - 17 minutes - 16.6 MBWith interest rates likely to stay on the higher side, investors should realize that there is money to be made in rates staying higher for longer, and we have three ETF picks that could help you do just that. Timestamps: Salesforce’s Strong Quarter Intuit’s Solid Top and Bottom Lines Snowflake’s Mixed Quarter Results What is Driving Interest in Active ETFs? Why Are There Such High ETF Flows? Are Active Investors Leaving Mutual Funds for Active ETFs? Advantages of Active ETFs ...
Timing the Market Doesn’t Work — We Did the Math
December 01, 2023 10:00 - 21 minutes - 19.8 MBAdam Fleck, director of research for ratings and ESG for Morningstar Research Services, explains why market-timing underperforms a hands-off strategy. Leslie Norton, editorial director for sustainability for Morningstar Inc., discusses what to expect at COP28 and the global push to net zero. NVIDIA’s Outstanding Fiscal Q3 Revenue Cisco’s Gloomy Full-Year Outlook Shopping Boosted Walmart’s Q3, But Uncertainty Remains Going into Holidays What Investors Should Pay Attention to From the Un...
Make the Most of Your HSA Benefits and Investments in 2024
November 24, 2023 10:00 - 16 minutes - 14.8 MBMargaret Giles, Morningstar Inc editor, discusses how to use HSA benefits and the 2024 HSA contribution limits. Greg Carlson, Morningstar Research Services senior manager research analyst, talks about who Morningstar has ranked the top HSA providers for spending and investing. What is an HSA? HSA vs. FSA HSA Limits Are Increasing in 2024 How To Maximize the Triple tax Benefit How to Switch an HSA Provider What to Look for When Shopping for a Health Savings Account Best HSAs for Spe...
Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays
November 17, 2023 10:00 - 16 minutes - 15 MBNic Owens, industrials equity analyst for Morningstar Research Services, discusses how Southwest is preparing to avoid another holiday travel meltdown, the airline industry’s outlook for ticket prices, and what travel stocks to check out. Uber’s Profit and Demand Cruised Ahead Roblox Reported Rise in Global Growth Kellanova Benefitted From Higher Prices Holiday Travel Season and North American Airlines How Southwest Airlines is Preparing for the Holidays What We Can Expect From Trav...
Higher Bond Yields and Interest Rates Are Here to Stay
November 10, 2023 10:00 - 16 minutes - 14.8 MBSarah Hansen, Morningstar Inc markets reporter, explains the new normal of bond yields and interest rates and where investors can find fixed-income opportunities. Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, discusses how companies with union workers can compete against non-union firms. Apple’s Solid Fiscal Fourth Quarter Eli Lilly’s Diabetes Drug Lift in Q3 McDonald’s Is Resilient Under Inflation Pressure ‘Higher for Longer’ Era Tight vs. Loos...
New iShares Target-Date ETFs Provide Different Retirement Saving Path
November 03, 2023 09:00 - 13 minutes - 12.3 MBMegan Pacholok, Morningstar Research Services senior manager research analyst, discusses BlackRock’s iShares target-date ETFs and how they compare to their mutual fund siblings. Amazon Impressed in Q3 Google Ad Rebound Lifts Alphabet Visa Benefits from Travel Bounce Back BlackRock’s Bring Back Target-Date ETFs Changes to the ETF Space What is BlackRock Offering? ETFs vs. Mutual Funds Can BlackRock’s Targeted ETFs Be a Part of 401(k)s? Is BlackRock Successful? Fed Focused on H...
5 Scary Stocks for You to Avoid This Halloween
October 27, 2023 09:00 - 28 minutes - 26.2 MBIn today’s episode, Morningstar Research Services’ equities strategist Eric Compton talks about the U.S. banking sector after earnings, and we talk to Dave Sekera, the chief U.S. market strategist for Morningstar Research Services, about scary stocks. Tesla’s Q3 Took a Hit Netflix’s Strong Subscriber Growth United Airlines Predicts Airline Industry Changes 5 Scary Stocks What Makes These Stocks So Scary? What If You Own Scary Stocks The Year of Tech Supply Chain and XPO Stock ...
Navigating Medicare Open Enrollment for 2024
October 20, 2023 09:00 - 20 minutes - 18.9 MBMark Miller, “Retirement Reboot” author, explains the differences between traditional Medicare and Medicare Advantage, and why timing is important when signing up for Medigap. Ryan Jackson, Morningstar Research Services manager research analyst, discusses how most actively managed funds outperformed their average passive peer over a 12-month period. itigroup Q3 Earnings Crushed Estimates Strong Travel Demand Lifted Delta’s Q3 Earnings Social Security and Medicare in 2024 The New Soci...
Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’
October 13, 2023 09:00 - 11 minutes - 10.3 MBBryan Armour, director of passive strategies research for North America at Morningstar Research Services, discusses how investors and financial advisors are pushing down mutual fund and ETF fees. Fund Fees History Fund Flow Trends Falling Fund Fees What is Happening with Retirement Accounts? Is There a Shift in the Financial Advice Industry? Why Investors May Not See Savings What is a ‘Greenium’? Vanguard Wins Cheapest Average Fund Fees How Low Can Fund Fees Go? Two Fund Pick...
TikTok: Risky Tax Advice and Supersize Valuations
October 06, 2023 09:00 - 23 minutes - 21.8 MBTax expert Ed Slott explains why following some tax advice on TikTok could lead to an IRS audit. Jack Shannon, Morningstar Research Services’ senior manager research analyst, pits the valuation of privately held ByteDance against publicly traded rivals Meta and Snap. How are Companies like ByteDance Valued? Why Valuations Matter ByteDance and Tech’s 2023 Rally TikTok, Meta, and Snap TikTok’s Business Risks The “Unicorn of all Unicorns” IRS Releases Memo About TikTok Trend Audit War...
Payment Pause Ends: Student Loan Expert Shares Repayment Tips
September 29, 2023 09:00 - 22 minutes - 20.4 MBBetsy Mayotte, founder of The Institute of Student Loan Advisors, explains the benefits of federal student loan repayment plans, and the loophole that makes Parent Plus loans eligible for the SAVE plan. New-Home Sales Have Remained Resilient FedEx Missed Morningstar’s Expectations Microsoft’s Activision Blizzard Buyout Student Loan Repayments and “The Institute of Student Loan Advisors” How To Prepare for Student Loan Payments Younger Borrowers vs. Older Borrowers Shifting Stud...
UAW Strike Raises Investor Risks
September 22, 2023 09:00 - 22 minutes - 20.9 MBAlso, why Morningstar thinks the Federal Reserve will cut interest rates earlier than projected. Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, says the demands from the UAW strike could bankrupt the Big Three automakers. Apple’s Innovation in Q3 Smucker’s is Growing Its Snacking Portfolio Morningstar Expects More Deals from Disney An Unprecedented UAW Strike What are the UAW Strike Counteroffers? Advantages and Disadvantages of a Standup Strike Would M...
3 of the Best Robo-Advisors, and One of the Worst
September 15, 2023 09:00 - 16 minutes - 15 MBMorningstar Research Services’ Amy Arnott, portfolio strategist, and Gabe Denis, senior manager research analyst, discuss how the lines are blurring between robo-advisors and traditional financial advisors. Timestamps: What's a Robo-Advisor? Investor Benefits From Robo-Advisors Did 2022 Stand Up Against 2023? Tax Loss Harvesting Limitations of Digital Investment Advice Robo-Advice vs. Human Advice Robo-Advisor Fees The Best Robo-Advisors Advisors of 2023 Schwab Intelligent Portf...
Stocks to Consider as the U.S. Pushes to Reclassify Cannabis
September 08, 2023 09:00 - 13 minutes - 12.5 MBIn today’s episode, Morningstar Inc’s investment specialist Susan Dziubinski highlights three dividend stocks, while Kristoffer Inton, consumer equity strategist at Morningstar Research Services, talks all the latest developments in the cannabis space. Salesforce Soared Among the Clouds United Auto Workers Vote to Approve a Strike Best Buy’s Better Q2 Cannabis Stocks Slow Growth HHS Recommends Rescheduling Cannabis Canadian Cannabis Companies Cannabis Stocks Look Cheap Cannabi...
From “Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal
September 01, 2023 09:00 - 28 minutes - 25.9 MBIn today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, talks about the 2003 mutual fund scandal that resulted in allegations of market-timing and late trading. He also discusses increased transparency and lessons for investors. Timestamps: 00:44 Will Investors Try Birkenstock on For Size? 02:04 NVIDIA’s Sky-High Performance 03:32 Mutual Fund Scandal’s 20th Anniversary 22:19 5 Stocks to Sell Before Labor Day Read about topics from this epi...
Economy Outshines ‘Uneventful Earnings’
August 25, 2023 09:00 - 13 minutes - 12.2 MBEpisode notes: In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor, talks about the strong economy and where investors can find some opportunities. Timestamps: Earnings Season Trends Apple and Amazon Earnings What Did We See from the Banks in Q2? Key Trends and the U.S. Economy Will There Be a Recession? Inflation Trends Fed and Interest Rates Outlook Stock Market Outlook Near-Term Stock Outlook What Headwinds Could the Stock Market Face? Takeaways forrom...
Microsoft Bets Big on AI: What Investors Should Know, Part Two
August 17, 2023 09:00 - 19 minutes - 18.1 MBIn this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition. Timestamps: Big Tech and AI What Gives the More Established Companies an Edge? Small Companies and AI What’s Next for Microsoft and AI? How to Integrate AI Will People Have to Pay to Interact With for Artificial Intelligence? AI Hype vs. AI Reality Will Google Be Next to Lead the AI Race? The Chase in the AI Race Mic...
Microsoft Bets Big on AI: What Investors Should Know, Part One
August 10, 2023 09:00 - 17 minutes - 16.1 MB: In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition. Timestamps: OpenAI’s Origin Story OpenAI Dropped ChatGPT-4 Microsoft and Open AI Partnership What is AI’s Market Size? NVIDIA’s Role in Microsoft's AI Read about topics from this episode. After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued? Microsoft and AI: Believe the Hype? Microsoft Earnings:...
Interest-Rate Forecast: What’s Next?
August 04, 2023 09:00 - 21 minutes - 19.6 MBIn today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, explains why he thinks the Federal Reserve is done raising interest rates and when he expects the cuts to start. Meta’s “App-y” Family Microsoft’s Strong Q4 Barbie Boost Could Fall Interest Rates Outlook Will There Be Future Interest Rate Hikes? Inflation Is Falling The Economy is Strong How Long Will Economic Growth Last? When Will the Fed Start Cutting Interest Rates? Retiring Earli...
What To Do With Your Cash Right Now
July 28, 2023 09:00 - 16 minutes - 15.7 MBIn today’s episode, Madeline Hume, a NEXT senior research analyst for Morningstar Research Services, talks about how high cash rates will affect bonds. Netflix Surpassed Expectations United Airlines Q2 Results Soared PNC Projected Slower Growth Inflation, Cash, and Bonds Bond Outlook 2023 Why Should Investors Consider Bonds? Opportunity Costs of Holding Money in Bond Funds Income In Investor’s Portfolio 5 Surprising Investments That Shouldn’t Be Long-Term Core Holdings Read ...
Nasdaq 100 Rebalance: What It Means for Your Portfolio
July 21, 2023 17:56 - 21 minutes - 20.1 MBIn today’s episode, Ryan Jackson, a manager research analyst for Morningstar Research Services, talks about how the Nasdaq 100 rebalancing will affect Invesco QQQ Trust and other funds tracking the growth-focused index. Timestamps JPMorgan Starts Strong in Q3 Threads Breaks Records, but Will It Produce Profits? Uber and Dominos Deliver a New Deal The Nasdaq 100 Needs Changing What is the Nasdaq 100? The ‘Magnificent Seven’ The Nasdaq’s Special Rebalance Which Companies Wil...
Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
July 14, 2023 09:00 - 10 minutes - 9.6 MBIn today’s episode, Morningstar Inc’s Dr. Danielle Labotka, behavioral scientist, and Sam Lamas, senior behavioral researcher, explore the emotions around asking for help with money. How Many People in the U.S. Work with Financial Advisors? Financial Need and Financial Advisors Most Common Reasons for Hiring a Financial Advisor Behavioral Coaching What If It’s Not a Match? What Should You Ask Yourself Before Hiring an Advisor? Read about topics from this episode. Firing Your F...
Firing Your Financial Advisor? When To Stay, When To Go
July 07, 2023 09:00 - 11 minutes - 10.3 MBIn today’s episode, Morningstar Inc’s Sam Lamas, senior behavioral researcher, and Dr. Danielle Labotka, behavioral scientist, discuss the importance of setting expectations on both sides. Why Do Investors Stop Working with Financial Advisors? 6 Most Common Reasons to Fire an Advisor What Are Investors Actually Looking For? Quality, Cost, and Performance Factor Money Conversations with Your Advisor How To Repair Your Relationship with Your Financial Advisor Who Is Most Likely to B...
Spot Hidden Crypto Stocks and Funds in Your Portfolio
June 30, 2023 09:00 - 17 minutes - 16.6 MBIn today’s episode, Manan Agarwal, quantitative analyst for Morningstar Research Services, explains why cryptocurrencies aren’t hedges against stocks or inflation. What Makes Digital Assets Different from Traditional Assets? Unintended Cryptocurrency Exposures Companies With Crypto Exposure Bitcoin’s Extreme Volatility How Do Funds Invest in Cryptocurrency? Bank Collapse Ripple Effects Bitcoin and Altcoins During Bull and Bear Markets Is Crypto a Hedge Against Stocks and Inflation...
Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
June 23, 2023 09:00 - 14 minutes - 13.8 MBIn today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor and Smart Investor newsletter editor, talks about the hype versus reality in the AI boom and the optimism about a soft landing. Timestamps 00:00 Introduction 00:31 The Fed Holds Rates Steady 01:39 Bank Failures 02:31 Jerome Powell’s Thoughts On Inflation 03:26 Outlook For Interest Rate Cuts 04:25 Are We in a Bull Market? 05:20 Concentrated Stock Markets 07:08 AI and the Stock Market Rally 08:13 Look Und...
Turning a ‘Hard No’ Into Financial Freedom
June 16, 2023 09:00 - 23 minutes - 21.7 MBIn today’s episode, Kiersten and Julien Saunders, rich & REGULAR podcast hosts and authors of “Cashing Out,” discuss how they made FIRE work for their lifestyle, the weight of building generational wealth, and why “elevating the everyday” is important. rich & REGULAR hosts at the Morningstar Investment Conference Are You Comfortable Talking About Money? Joining the FIRE Movement Building Generational Wealth The Racial Wealth Gap How to Turn a Side Hustle into Extra Wealth "Are We…an A...
Gain From the Weight-Loss Trend With These Stocks
June 09, 2023 09:00 - 20 minutes - 18.6 MBEveryone’s been talking about the drug semaglutide, used to treat Type 2 diabetes. It’s marketed under the brand names Ozempic, Wegovy, and now, Mounjaro. Are any of the drugmakers a buy? Salesforce’s Successful Quarter HP is Having Problems Macy’s Misses the Mark Diabetes Drugs Take Over Biotech Frontrunners Why is Pfizer Underperforming? Semaglutide Risks Biotech Stock Picks What Higher Yields Mean for Retired ‘Bucket’ Investors Read about topics from this episode. Sal...
Double Trouble: How the Dot-Com and Tech Bubbles Compare
June 02, 2023 09:00 - 16 minutes - 15.1 MBIn today’s episode, Jack Shannon, equities strategies senior analyst for Morningstar Research Services, talks about why active fund managers seemed to repeat the same mistakes. Why did you decide to analyze these two investing periods? Examples of the market chasing companies pursuing growth at any cost What do you think drove active fund managers to snap up growth stocks as valuations skyrocketed? How can individual investors spot a bubble? Tech Bubble damage What surprised you when ...
What to Do as Recession Fears Grip Investors
May 26, 2023 09:00 - 21 minutes - 19.6 MBIn today’s episode, Mark Miller, a Morningstar contributor, and author of “Retirement Reboot,” discusses the debate over whether HSAs are the right path to expand affordable healthcare. Home Depot Gets Hit Investors Should Wait on Target Walmart Wows in Economic Environment Shopping for a 529 Plan? HSA Boost in 2024 New HSA Contributions HSAs May Work Best as Tax Shelters Using HSAs in New Ways Paths to Healthcare Coverage How To Recession-Proof Your Portfolio Read about topi...
Just Where’s the U.S. Economy Headed?
May 19, 2023 09:00 - 16 minutes - 15.8 MBIn today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, discusses the U.S. debt ceiling, banking sector crisis, and strong jobs market. Introduction Disney’s Disappointing Fiscal Q2 PayPal Strong Start to 2023 Shopify’s Stellar Quarter Talk about where it looks like inflation is headed. - What are your thoughts on whether we're headed toward an 11th interest rate hike or a pause? What's happening in the jobs market? What is the debt ceiling a...
Active ETFs Take Off –– 3 Ideas for Investors
May 12, 2023 09:00 - 24 minutes - 22.1 MBIn today’s episode, Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses what costs can tell investors about a fund’s success. Introduction Apple outperforms in iPhone and services SoFi Technolgies benefit from more deposits and rising interest rates Ford's first-quarter earnings beat estimates Coinbase’s losses narrow The Active ETF boom & 3 investment ideas Best Practices for Tax-Efficient Portfolio Management Read ...
Berkshire Hathaway: 4 Questions and 5 Cheap Stocks
May 05, 2023 10:00 - 27 minutes - 25.1 MBIn today’s episode, Gregg Warren, a senior stock analyst for Morningstar Research Services, talks about Berkshire’s excess cash and whether the firm’s class B stock is a buy. Timestamps: Facebook and Instagram parent Meta has reported first-quarter growth. Microsoft reported a strong fiscal third quarter E-commerce and advertising growth drove Amazon's first-quarter results. Southwest Airlines’ first quarter results arrived as expected. Berkshire Hathaways' annual meetings What are...