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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

00:17:59

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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00:14:46

How Do Vanguard’s Target-Date Funds Stack Up?

Investing Insights ·

2023/03/31

In today’s episode, Seth Goldstein, equities strategist for Morningstar Research Services, discusses the global forecast for electric vehicle expansion.00:06 Introduction00:35 Cash App owner pushes back against fraud claims01:57 T. Rowe Price faces headwinds 02:56 Vanguard Dividend Growth’s manager to step down04:05 Investing in the battery electric vehicle supply chain08:00 Has Vanguard’s target-date fund series lost its edge?Read about topics from this episode.Short-Seller Hindenburg Claims

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00:20:33

Why the Nasdaq 100 Isn’t a Particularly Good Investment

Investing Insights ·

2023/03/24

Most people think buying any one of the major U.S. indexes is a good bet, but we tell you why the Nasdaq 100 isn’t a particularly good investment, and you can gain some valuable insights into your financial and investment plans from your tax forms. 00:06 Introduction 00:25 T-Mobile Is Buying Mint Mobile 01:25 Uber, Lyft, and Door Dash Drivers Can Remain Independent Contractors02:21 Potential TikTok Ban Could Benefit Rivals 03:18 Why the Nasdaq 100 Falls Short10:06 What You Can Learn From Your Tax

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00:20:43

Why the Banking Crisis Is a Big Deal

Investing Insights ·

2023/03/17

In today’s episode, Travis Miller, an energy and utilities strategist for Morningstar Research Services, discusses the potential earnings growth for the utilities sector, and which stocks are undervalued.00:06 Introduction 00:35 Pfizer to Acquire Cancer Drug Developer 01:44 Adidas Wheezes 02:51 Squarespace Subscriptions Are Solid, But Are They Enough? 04:10 What’s Ahead in the Utilities Sector? 05:08 The Inflation Reduction Act includes credits for energy-saving home improvements and electric

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00:21:02

Where to Invest: Stocks or CDs?

Investing Insights ·

2023/03/10

In today’s episode, Allie McCallion and Charity Blue, members of Morningstar Inc’s sustainability team, discuss pay equity and three undervalued companies that are leading the charge. Timestamps00:00 Introduction00:27 Broadcom rides AI wave01:41 Costco shows resilience02:15 Eli Lilly cuts insulin costs03:55 Morningstar's internal sustainability team joins Investing Insights to discuss Equal Pay Day04:29 Where do women's earnings in the U.S. stand compared to men?05:30 What has research shown when

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00:22:55

Is Berkshire Hathaway Stock a Buy After Rocky Results?

Investing Insights ·

2023/03/03

In today’s episode, Jakir Hossain, a data journalist for Morningstar Inc., talks about the AI-powered chatbot, ChatGPT, and where to look for AI investing opportunities. Timestamps00:06 Introduction 00:31 Berkshire Hathaway’s rocky results01:24 Domino’s trims sales growth outlook02:20 Intel cuts quarterly dividend03:53 What ChatGPT is and how does it work?04:39 What do Morningstar analysts say about how Google and Microsoft are planning to use chatbots?06:17 Companies like Salesforce and Adobe,

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00:20:07

Should You Fund Your 401(k) First or Your IRA?

Investing Insights ·

2023/02/24

Later this year, Vanguard’s hybrid ETF/MF patent is expiring, and this is likely to affect the fund market. We’re positive on Kraft Heinz and Cisco but expect Roku to lose money for a second straight year in 2023. And finally, to save for retirement, most of us have multiple vehicles at our disposal, including IRAs and 401(k)s. The order in which we fund these accounts matters. Find out more in this week’s episode. Timestamps 00:06 Introduction00:36 Kraft Heinz shakes off pressure from

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00:19:27

With IRA Deadline Looming, Don't Make These Mistakes

Investing Insights ·

2023/02/17

In today’s episode, Keith Reid-Cleveland, an editor at Morningstar Inc., discusses Morningstar’s research on the racial wealth gap and a proposal to help close it known as baby bonds.Timestamps00:06 Introduction00:36 Disney CEO Bob Iger Plans to Cut Billions01:49 Uber’s Total Revenue Soars02:39 PayPal Faces Tough Environment03:34 AbbVie’s Long-Term Outlook04:36 America’s Racial Wealth Gap and How to Shrink It04:59 What has research shown about wage disparities when households are compared? 05:49 How

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364 results

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