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PODCAST

Simple, but Not Easy

Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.

business investing

All Episodes

00:34:29

GameStop, Reddit, & Robinhood vs. Investing for the...

Simple, but Not Easy ·

2021/03/01

Read more from Morningstar Investment Management at mp.morningstar.com, including John Owens' article on the subject of this episode here. And find articles from David Whiston, Steve Wendel, and many more at morningstar.com.

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00:36:52

From 'the Ibbotson Chart' to Popularity: Lessons...

Simple, but Not Easy ·

2021/02/22

To read articles, watch videos, and learn more about Morningstar Investment Management, go to mp.morningstar.com.

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00:42:46

Our Investment Convictions: Finding Balance After a...

Simple, but Not Easy ·

2021/02/08

2020 was roller coaster of a year for investment markets, with the US stock market surging early, crashing in March with news of the pandemic and related shutdowns, then rebounding quickly and continuing to rally—especially in the fourth quarter—to end the year up about 20%, depending on the index you look at. So where does this leave asset class valuations? Philip Straehl and Edward Fane explore the global aggregate reward for risk picture, then discuss their current outlooks on major asset

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00:27:15

Pairing Portfolios With an Investor's Goals

Simple, but Not Easy ·

2021/02/01

In this panel discussion, portfolio managers from Morningstar Investment Management discuss how to match portfolios with key investor characteristics. The panel is moderated by Marta Norton, CIO for the Americas, and looks at five investor profiles.

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00:35:50

Daniel Needham: How Changes in Active Management May...

Simple, but Not Easy ·

2021/01/18

Please take our short survey!Use this link to respond to a few questions to help us continue to deliver episodes you love, or let us know how we can improve.

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00:42:43

Theories, Crowds, Bubbles, & Bees: Daniel Needham on...

Simple, but Not Easy ·

2021/01/04

Why might contrarian investing outperform, and how might an investor know when it's time to head in the opposite direction from the crowd? Daniel Needham, president and global chief investment officer at Morningstar Investment Management, explores why markets are frequently efficient and what makes them become inefficient; explains how contrarians can act like a thermostat for markets; and explains how bees can be better decision-makers than humans at times. He also shares a checklist his team uses

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00:26:59

Thinking in Bets (and About Biases): A Deep Dive into...

Simple, but Not Easy ·

2020/12/28

Advisors and investors are hearing more and more about behavioral science and behavioral economics, essentially how our humanity gets in the way of rationality, and what we can do to improve our decision-making. But what about investment managers themselves? Are they naturally more rational? How can a portfolio manager avoid making behavioral errors? Dan Kemp, chief investment officer for EMEA at Morningstar Investment Management joins host Drew Carter to discuss who is susceptible to behavioral

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00:55:29

20 Years of 'Tipping': What Investors Can Learn From...

Simple, but Not Easy ·

2020/12/21

While we're off for the holidays, please enjoy this rerun of Episode 34. In "The Tipping Point," author Malcolm Gladwell looks at how ideas can spread like viruses. Citing psychological studies and using many examples, Gladwell shows how people, environments, and changes in an idea itself can lead to explosive growth in popularity. In this episode, Jarred Watts considers how the ideas in this book, which turned 20 years old in February, apply to investing. Watts is a client portfolio manager at

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00:00:56

Please Take Our Short Survey

Simple, but Not Easy ·

2020/12/17

This is a clickable link to the survey.

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00:35:04

Opportunities in Equities

Simple, but Not Easy ·

2020/12/14

Slides for today's episode are found here or by emailing simple@morningstar.com.

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00:42:51

The Rise of Big Tech

Simple, but Not Easy ·

2020/11/30

To access the slides discussed in this episode, click here or email us at simple@morningstar.com.

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00:39:56

Value Investing: Intelligent Investing Aims to Get...

Simple, but Not Easy ·

2020/11/23

From all of us at Simple but Not Easy and Morningstar Investment Management, Happy Thanksgiving! If you’re in a mood to give thanks—or just want to hear others do so—you might check out Episodes 23 and 24, in which a passel of our guests share what they were thankful for this time last year, or something they’d be thankful to see in the future. Or, here we rebroadcast Episode 16, a conversation with Daniel Needham about value investing and why we take a valuation-driven investing approach. We were

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00:26:12

What Does Good Forecasting Look Like? (And Why Are...

Simple, but Not Easy ·

2020/11/16

Good decisions are often built on good forecasts. But forecasting is hard, in part because it requires us to be aware of both what we know and what we don’t—or even can’t—know. Dan Kemp and Ryan Murphy discuss what good forecasting looks like. Dan is CIO for EMEA at Morningstar Investment Management Europe Ltd., an FCA-regulated firm. Ryan is head of decision sciences at Morningstar Investment Management LLC.

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00:27:29

How Should Investors Interpret the U.S. Election...

Simple, but Not Easy ·

2020/11/09

Click here to download the slides for this episode, or email us at simple@morningstar.com.

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00:41:47

The Election, the Economy, and the Road to Recovery

Simple, but Not Easy ·

2020/11/02

Click here to download the slides for this episode, or send us an email at simple@morningstar.com.

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00:48:34

Our Investment Convictions: Why We’re Staying Off the...

Simple, but Not Easy ·

2020/10/26

For the slides referenced in this episode, please click here or email us at simple@morningstar.com.

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00:24:44

Risk in 2020: How to Help Investors Succeed

Simple, but Not Easy ·

2020/10/05

Slides referred to in this episode are available here, or by emailing us at simple@morningstar.com.

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00:40:36

Will Growth Stocks Outperform Value Forever?

Simple, but Not Easy ·

2020/09/28

To download the slides discussed in this episode, tap here or email us at simple@morningstar.com.

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00:37:30

The Election Cycle: What Really Matters to Investors?

Simple, but Not Easy ·

2020/09/21

To view the slides discussed in this episode, please tap here or send us an email at simple@morningstar.com.

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00:29:10

Advisor Profile: For Ephie Coumanakos, Good Advice Is...

Simple, but Not Easy ·

2020/09/14

Before her Ivy League education and starting her financial advice practice, Ephie Coumanakos grew up in Athens, Greece. Rooted in business and hard work, she connects with her engineering and other analytical clients in Wilmington, DE, with clear communication. Financial advice from books or the media is too generic to be worth much, she says; people who want added financial value should seek an advisor who delivers personalized advice.

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131 results

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