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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

00:19:44

Microsoft Bets Big on AI: What Investors Should Know,...

Investing Insights ·

2023/08/17

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:Big Tech and AIWhat Gives the More Established Companies an Edge?Small Companies and AIWhat’s Next for Microsoft and AI?How to Integrate AIWill People Have to Pay to Interact With for Artificial Intelligence?AI Hype vs. AI RealityWill Google Be Next to Lead the AI Race? The Chase in the AI RaceMicrosoft Stock Outlook Read

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00:17:33

Microsoft Bets Big on AI: What Investors Should Know,...

Investing Insights ·

2023/08/10

: 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-4Microsoft and Open AI PartnershipWhat 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: Solid Performance, With Azure

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00:21:10

Interest-Rate Forecast: What’s Next?

Investing Insights ·

2023/08/04

In 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” FamilyMicrosoft’s Strong Q4Barbie Boost Could Fall Interest Rates OutlookWill There Be Future Interest Rate Hikes?Inflation Is FallingThe Economy is StrongHow Long Will Economic Growth Last?When Will the Fed Start Cutting Interest Rates?Retiring Earlier Than Expected? How to

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00:16:53

What To Do With Your Cash Right Now

Investing Insights ·

2023/07/28

In 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 ExpectationsUnited Airlines Q2 Results SoaredPNC Projected Slower Growth Inflation, Cash, and BondsBond Outlook 2023Why Should Investors Consider Bonds?Opportunity Costs of Holding Money in Bond FundsIncome In Investor’s Portfolio5 Surprising Investments That Shouldn’t Be Long-Term Core Holdings Read about topics from this

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00:21:43

Nasdaq 100 Rebalance: What It Means for Your Portfolio

Investing Insights ·

2023/07/21

In 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.TimestampsJPMorgan Starts Strong in Q3 Threads Breaks Records, but Will It Produce Profits? Uber and Dominos Deliver a New DealThe Nasdaq 100 Needs Changing What is the Nasdaq 100? The ‘Magnificent Seven’ The Nasdaq’s Special Rebalance Which Companies Will Gain from the

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00:10:22

Hiring a Financial Advisor? Honesty Counts (With...

Investing Insights ·

2023/07/14

In 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 AdvisorsMost Common Reasons for Hiring a Financial AdvisorBehavioral CoachingWhat If It’s Not a Match?What Should You Ask Yourself Before Hiring an Advisor? Read about topics from this episode. Firing Your Financial Advisor? When To

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00:11:10

Firing Your Financial Advisor? When To Stay, When To Go

Investing Insights ·

2023/07/07

In 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 AdvisorWhat Are Investors Actually Looking For?Quality, Cost, and Performance FactorMoney Conversations with Your Advisor How To Repair Your Relationship with Your Financial AdvisorWho Is Most Likely to Breaking Up with an Their

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00:17:59

Spot Hidden Crypto Stocks and Funds in Your Portfolio

Investing Insights ·

2023/06/30

In 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 ExposuresCompanies With Crypto ExposureBitcoin’s Extreme VolatilityHow Do Funds Invest in Cryptocurrency?Bank Collapse Ripple EffectsBitcoin and Altcoins During Bull and Bear MarketsIs Crypto a Hedge Against Stocks and Inflation?How Do Investors Uncover

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00:14:58

Midyear Market News: 'Unusual' Stock Rally and...

Investing Insights ·

2023/06/23

In 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. Timestamps00:00 Introduction00:31 The Fed Holds Rates Steady01:39 Bank Failures02:31 Jerome Powell’s Thoughts On Inflation03:26 Outlook For Interest Rate Cuts04:25 Are We in a Bull Market?05:20 Concentrated Stock Markets07:08 AI and the Stock Market Rally 08:13 Look Under the AI Hood09:04 Bonds in

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00:23:37

Turning a ‘Hard No’ Into Financial Freedom

Investing Insights ·

2023/06/16

In 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 ConferenceAre You Comfortable Talking About Money?Joining the FIRE MovementBuilding Generational WealthThe Racial Wealth GapHow to Turn a Side Hustle into Extra Wealth"Are We…an Aldi Family Now?”Money

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00:20:19

Gain From the Weight-Loss Trend With These Stocks

Investing Insights ·

2023/06/09

Everyone’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 QuarterHP is Having ProblemsMacy’s Misses the Mark Diabetes Drugs Take OverBiotech FrontrunnersWhy is Pfizer Underperforming?Semaglutide RisksBiotech Stock PicksWhat Higher Yields Mean for Retired ‘Bucket’ Investors Read about topics from this episode. Salesforce Earnings: Margins Shine As

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00:16:24

Double Trouble: How the Dot-Com and Tech Bubbles Compare

Investing Insights ·

2023/06/02

In 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 damageWhat surprised you when you compared the

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00:21:20

What to Do as Recession Fears Grip Investors

Investing Insights ·

2023/05/26

In 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 HitInvestors Should Wait on TargetWalmart Wows in Economic Environment Shopping for a 529 Plan?HSA Boost in 2024New HSA ContributionsHSAs May Work Best as Tax SheltersUsing HSAs in New WaysPaths to Healthcare CoverageHow To Recession-Proof Your Portfolio Read about topics from this episode. Walmart

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00:16:51

Just Where’s the U.S. Economy Headed?

Investing Insights ·

2023/05/19

In 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.IntroductionDisney’s Disappointing Fiscal Q2 PayPal Strong Start to 2023Shopify’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 and how does it work?Are

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00:24:00

Active ETFs Take Off –– 3 Ideas for Investors

Investing Insights ·

2023/05/12

In 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.IntroductionApple outperforms in iPhone and servicesSoFi Technolgies benefit from more deposits and rising interest ratesFord's first-quarter earnings beat estimatesCoinbase’s losses narrowThe Active ETF boom & 3 investment ideasBest Practices for Tax-Efficient Portfolio Management Read about topics from this

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00:27:16

Berkshire Hathaway: 4 Questions and 5 Cheap Stocks

Investing Insights ·

2023/05/05

In 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 quarterE-commerce and advertising growth drove Amazon's first-quarter results.Southwest Airlines’ first quarter results arrived as expected.Berkshire Hathaways' annual meetingsWhat are you listening for at

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00:20:25

Morningstar Investment Conference: Recession Risks...

Investing Insights ·

2023/04/28

In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, and Tom Lauricella, chief markets editor for Morningstar Inc., discuss several conference themes, including the banking crisis, bonds, and growth stocks.What was the overall sentiment about the markets and risks of a recession? Highlights from PIMCO’s Dan Ivascyn’s viewpoint on bonds Growth stocks outlook Insights from Schwab’s Liz Ann Sonders on global challenges’ impacting marketsTakeaways from Former

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00:21:31

Planning to Retire Soon? Flexibility and Spending Count

Investing Insights ·

2023/04/21

In today’s episode, Leslie Norton, Morningstar Inc’s editorial director for sustainability, talks about Earth Day 2023 and sustainable investing. JPMorgan Chase’s Profits Look StrongDelta’s Soaring Operating CostsWarner Bros. Releasing “Max”Investment in Climate TechThe Inflation Reduction Act and Greenhouse Gas EmissionsCarbon Tech’s Record-Breaking YearTough Market Climate for Climate TechWhat Should Investors Know About Sustainable Investing and Earth Day?Earth Day 2023 coverage on

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00:26:15

Where Can the Automotive Industry Go From Here?: Part...

Investing Insights ·

2023/04/14

In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks. Reasons to be optimistic about U.S. auto demandHow are automakers going to convince people to buy or lease a new car?Will the trend of new car loan terms stretching out continue?Why drivers are now favoring crossovers and SUVs over sedansTesla vs. GM electric vehicles GM is calling itself an auto tech companyCheap Auto Stock Picks Read about

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00:20:53

Where Can the Automotive Industry Go From Here?: Part...

Investing Insights ·

2023/04/07

In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks. 00:11 Introduction00:42 Themes in the auto industry for 202301:28 Where does auto inventory stand now?03:21 Which automakers took the brunt of this inventory drop?05:37 When are used car prices expected to come down?09:06 Recommendations for car buyers09:51 What’s the trickledown effect on leasing?11:29 Could we see an auto bubble?13:46 The auto

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351 results

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