x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Investing Insights

A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

business investing

All Episodes

00:16:55

3 Cheap Stocks to Watch in the Fight Over Sports...

Investing Insights ·

2024/04/12

Matthew 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 ServiceHow Companies Can Expand into StreamingThe Role of Sports in StreamingNBA TV DealWhy are Apple and Amazon Tough Competitors?Streaming Services With Compelling Growth

en-us

00:13:32

How to Find a Great Dividend Fund

Investing Insights ·

2024/04/05

Dan 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 GrowthDividend Fund RisksShould 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 Dividend FundPassively

en-us

00:15:54

The 4% Retirement Rule is Just a Starting Point

Investing Insights ·

2024/03/29

John 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 SavingsWhat Has Changed with Retirement Withdrawal Rates?Trade Offs to a Conversative Start with Your PortfolioRisks and Benefits of Changing a Portfolio’s Stock AllocationFlexible Spending Strategies The Role of

en-us

00:19:50

New Dividend Stocks: Can Meta and Salesforce Help...

Investing Insights ·

2024/03/22

David 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 ForecastDo Salesforce and Meta Pay Dividends?Meta and Salesforce New Dividends What Can Meta and Salesforce Shareholders

en-us

00:23:49

Self-Made Millionaire Tori Dunlap Embraces Mission to...

Investing Insights ·

2024/03/15

Tori 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 $100KLoud BudgetingWhy We Spend and How to Not Feel Guilty About ItShould You Rent or Buy a Home?Women’s Economic EmpowermentFinancial Education as ProtestMaking More Women RichHow to Be Fearless When It Comes to MoneyRead about topics from this episode. The C-Suite Gender Pay Gap Persists. It’s Not About

en-us

00:11:54

What’s Surprising Some Retirees About Their Social...

Investing Insights ·

2024/03/08

Mark 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-dividendSnowflake Earnings: Revenue Outlook Disappoints; New CEO Taking Over

en-us

00:18:13

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a...

Investing Insights ·

2024/03/01

Walmart 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 ExpectationsNvidia’s Stellar Quarter and AI DemandHome Depot Felt Macro Pressures in Q4Berkshire Hathaway Releases Its 13FSPY and VOOPeople and Process Pillar RatingsWhy Does Vanguard Have a Better Rating?Structural Differences Between SPY and VOOOutlook for Vanguard

en-us

00:14:52

How to Get the Most Out of Your Bond Investments

Investing Insights ·

2024/02/23

Maciej 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 PortfolioHow to Create Portfolio Optimized for Best Risk-Adjusted ReturnsSharpe-Optimized Portfolio Bank Loans and Corporate BondsWhy Should Investors Trust This Portfolio?Risk-Adjusted Portfolio vs. 60/40 PortfolioHow Investors Can Use Our ResearchWhat Could Go Wrong with

en-us

00:14:17

Walmart Stock Split and Earnings Are Coming Up. What...

Investing Insights ·

2024/02/16

Noah 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 Q1Ford’s Cutting Costs After UAW StrikeCVS 2024 Outlook TrimmedWalmart Stock SplitWhy Is Walmart Splitting Its

en-us

00:15:37

Should You Bet on Online Gambling Stocks Now?

Investing Insights ·

2024/02/09

Dan 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 DividendBoeing on Pause for Quality ControlNovo Nordisk’s Strong Sales in Q4The Gaming Industry and Online Gambling Flutter on the NYSEFanDuel vs. DraftKingsOnline Sports

en-us

00:15:51

When Will the Fed Finally Cut Rates?

Investing Insights ·

2024/02/02

Interest 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 202401:37 Verizon’s Strong Q402:36 Netflix’s Booming Subscriber Growth03:31 The Total Cost of Owning an ETF04:19 Why Do the Costs of ETFs Vary?04:49 How Should Investors Measure ETF Holding Costs? 05:39 Tracking Costs vs Tracking Error06:21 What Are Transaction Costs?06:51

en-us

00:19:56

Could Company 401(k)s Go the Way of IBM?

Investing Insights ·

2024/01/26

John 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 OutlookCitigroup’s Disappointing Q4BP’s New CEOIBM Retirement Accounts IBM’s Retirement Benefit Account vs 401(k) Match PlanWhy Did

en-us

00:14:46

Why Now Is the Time for Value Investing

Investing Insights ·

2024/01/19

Sarah 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 Expectations01:48 Coinbase Benefits from Higher Trading Revenue02:58 Should You Invest in Spot Bitcoin ETFs?03:36 Spot

en-us

00:13:14

AI Can Help Restaurants Innovate, But Will It Deliver...

Investing Insights ·

2024/01/12

Sean 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” FrustrationLoyalty Programs Lead to Higher Customer SpendingSocial Media and Advertising Buzz Restaurant Industry Forecast for 2024Restaurant Stock

en-us

00:16:38

Betting Big on Stocks Rarely Beats Boring Investing

Investing Insights ·

2024/01/05

Jack 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 BetsDid Big Bets Help or Hurt Portfolios?Wagering and the Magnificent SevenCan Market Concentration Explain Big Bets?Best and Worst Bets Over the Last 25 YearsDid Winning Stock Pickers Beat The Benchmark

en-us

00:12:56

5 Pieces of Good News for Investors as 2023 Wraps Up

Investing Insights ·

2023/12/22

Tom 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 2024Inflation and Housing Dropping Bond Yields The Magnificent Seven StocksNvidia Stock vs Cisco StockWho Is Next to Benefit from AI?Outlook for Obesity Drug Stocks The Bond Market in 20232024 Outlook Read

en-us

00:20:56

Charlie Munger, Warren Buffett Built Berkshire...

Investing Insights ·

2023/12/15

Sarah 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 CompetitionLululemon’s Q3 Beats Morningstar’s ExpectationsHoliday Shopping Season and Consumer SpendingRetailers’ MoodSales ExpectationsHow

en-us

00:17:59

Why are Active ETFs Everywhere, and Are Investors...

Investing Insights ·

2023/12/08

With 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 QuarterIntuit’s Solid Top and Bottom LinesSnowflake’s Mixed Quarter ResultsWhat 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 Disadvantages of Active

en-us

00:21:33

Timing the Market Doesn’t Work — We Did the Math

Investing Insights ·

2023/12/01

Adam 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 OutlookShopping Boosted Walmart’s Q3, But Uncertainty Remains Going into HolidaysWhat Investors Should Pay Attention to From the United Nations

en-us

00:16:05

Make the Most of Your HSA Benefits and Investments in...

Investing Insights ·

2023/11/24

Margaret 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. FSAHSA Limits Are Increasing in 2024How To Maximize the Triple tax BenefitHow to Switch an HSA ProviderWhat to Look for When Shopping for a Health Savings AccountBest HSAs for SpendingBest HSAs for

en-us

364 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...