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The Long View

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The Long View

Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.

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Recent Episodes of The Long View


Andrew Blake: Broker/Dealer Consolidation and Fee Compression Have Been Much Bigger Headwinds for Advisors Than Market Volatility

Andrew Blake: Broker/Dealer Consolidation and Fee Compression Have Been Much Bigger Headwinds for Advisors Than Market Volatility

Our guest on the podcast today is Andrew Blake. Andrew is associate director of wealth management for Cerulli Associates. He is a member of Cerulli’s Wealth Management practice, leading coverage of asset manager distribution strategy for products sold through financial advisors. With a focus on the wealth management landscape, Andrew assesses trends related to advisor use of investment products as well as their relationships with clients and varying practice types. Prior to joining Cerulli, Andrew worked at John Hancock Investment Management and a Boston-area RIA. He has a BBA in marketing as well as management and strategic leadership fr...

Episode 270 11 June 2024 49m and 36s


Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’

Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’

Our guest this week is Keith Lee. Keith has been lead portfolio manager on the Brown Capital Management Small Company Strategy since 1992. He and the Small Company team were named Morningstar’s Fund Manager of the Year for Domestic Equity in 2015, and the mutual fund carries a Morningstar Medalist Rating of Gold. Keith is also a member of the board of directors and chairman of the management committee for Brown, and he has held the positions of CEO and CIO. He is a trustee of the Baltimore Community Foundation and active in many other Baltimore-based philanthropies. He holds a BA...

Episode 269 4 June 2024 50m and 3s


Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’

Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’

Our guest on the podcast today is Jamila Souffrant. She is the author of a new book called Your Journey to Financial Freedom: A Step-by-Step Guide to Achieving Wealth and Happiness. She is also the host of the Journey to Launch podcast. Jamila’s focus is helping people increase their net worths and eliminate debt while also enjoying financial freedom. Prior to starting up her own business, Journey to Launch, she worked at MetLife for 13 years, where she managed a multimillion-dollar portfolio of real estate assets.

Background

Bio

Your Journey to Financial Freedom: A...

Episode 268 28 May 2024 45m and 13s


Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’

Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’

This is Dan’s second appearance on The Long View, his first taking place back in May 2019, when Christine Benz and I interviewed him for the podcast. Dan is Pimco’s group chief investment officer, a managing director, and a member of the firm’s executive committee and investment committee. He is also lead portfolio manager for the firm’s Income, Credit Hedge Fund, and Mortgage Opportunistic strategies, and a portfolio manager for Total Return strategies. Morningstar named Dan Fixed-Income Manager of the Year for 2013. Dan earned his bachelor’s degree in economics from Occidental College and his MBA in analyti...

Episode 273 21 May 2024 39m and 41s


Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’

Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’

We have two guests this week on The Long View, our colleagues, Damien Conover and Rebecca Springer, who both focus on healthcare investing—Damien on the public equity side and Rebecca focusing on private markets for Morningstar PitchBook. Damien is director of healthcare research and director of equity strategy for Morningstar Research Services. Before joining Morningstar in 2007, Damien covered healthcare for Raymond James, Bank of Montreal, and Tucker Anthony. He holds bachelor’s and master’s degrees in finance from the University of Wisconsin, where he was a member of its applied security analysis program, and he holds the CFA de...

Episode 267 14 May 2024 51m and 5s


Greg McBride: ‘Successful Saving Is All About the Habit’

Greg McBride: ‘Successful Saving Is All About the Habit’

Our guest on the podcast today is Greg McBride. Greg is chief financial analyst for Bankrate.com, where he has worked for more than 25 years. He received his bachelor’s in finance from the University of Florida. He is also a CFA charterholder.

Background

Bio

Bankrate

State of the Economy/Outlook for Interest Rates

“Survey: Despite a Resilient Economy, Experts Still See a Near 1-in-2 Chance of a Recession,” by Sarah Foster, bankrate.com, Jan. 3, 2024.

“Bankrate’s Interest Rate Forecast for 2024: Mortgages, Credit Cards and More Will Stay Price...

Episode 266 7 May 2024 48m and 48s


Carl Vine: The Japan Earnings Story Has Legs

Carl Vine: The Japan Earnings Story Has Legs

Our guest this week is Carl Vine. Carl is co-head of Asian Investment for M&G, a UK-based asset manager. Carl joined M&G in 2019 and was appointed to the management team of the Japan and wider Asian equity strategies. Prior to M&G, Carl co-founded Port Meadow Capital Management, a boutique investment firm based in Oxford in 2014. He also worked for SAC Capital Advisors in Hong Kong, for TPG-Axon Capital, and for Prudential in both London and Tokyo. Carl is a graduate of Oxford University.

Background

Bio

M&G

M...

Episode 265 30 April 2024 59m and 38s


Meir Statman: ‘The Biggest Risks in Life Are not in the Stock Market’

Meir Statman: ‘The Biggest Risks in Life Are not in the Stock Market’

Today on the podcast, we welcome back Meir Statman. Meir is the Glenn Klimek Professor of Finance at Santa Clara University. Meir’s latest book is A Wealth of Well-Being: A Holistic Approach to Behavioral Finance. Other books include Behavioral Finance: The Second Generation, What Investors Really Want, and Finance for Normal People. Meir’s research has also been published in the Journal of Finance, the Financial Analyst Journal, the Journal of Portfolio Management, and many other journals. He received his PhD from Columbia University and his BA and MBA from the Hebrew University of Jerusalem.

Background

Episode 264 23 April 2024 54m and 9s


Neil Shearing: What the Consensus Is Missing About the Current Economy

Neil Shearing: What the Consensus Is Missing About the Current Economy

Our guest this week is Neil Shearing. Neil is group chief economist at Capital Economics, a London-based research firm. He is also an associate fellow at Chatham House, an International Affairs think tank. In his Capital Economics role, Neil manages a team of economists and is a well-known voice in the investment community. He has served as chief emerging markets economist and once managed Capital Economics’ New York office, having joined the firm in 2006 from the United Kingdom’s Treasury Ministry. He holds economics degrees from the University of London and the University of York.

Background

Bi...

Episode 263 16 April 2024 44m and 41s


Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’

Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’

Our guest on the podcast today is author and columnist, Matt Krantz. He is the personal finance and management editor at Investor’s Business Daily. Prior to joining IBD, Matt was a senior financial writer for Capital Group. He was also a personal finance writer and reporter at USA TODAY for nearly 18 years. Matt is also the author of several books, including Fundamental Investing for Dummies, Online Investing for Dummies, and Retirement Planning for Dummies.

Background

Bio

Investor’s Business Daily

Fundamental Analysis for Dummies, by Matt Krantz

Online Inve...

Episode 262 9 April 2024 49m and 14s

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