Investing Insights
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
- Update frequency
- every 6 days
- Average duration
- 18 minutes
- Episodes
- 161
- Years Active
- 2022 - 2025
Turning a ‘Hard No’ Into Financial Freedom
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 w…
Gain From the Weight-Loss Trend With These Stocks
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’…
Double Trouble: How the Dot-Com and Tech Bubbles Compare
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 a…
What to Do as Recession Fears Grip Investors
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 Get…
Just Where’s the U.S. Economy Headed?
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.
Introduction
Disney’s Disa…
Active ETFs Take Off –– 3 Ideas for Investors
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.
- Introduct…
Berkshire Hathaway: 4 Questions and 5 Cheap Stocks
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 …
Morningstar Investment Conference: Recession Risks and the Markets
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, incl…
Planning to Retire Soon? Flexibility and Spending Count
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 Strong
- Delta’s Soaring …
Where Can the Automotive Industry Go From Here?: Part Two
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 d…
Where Can the Automotive Industry Go From Here?: Part One
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 Introduction
00:42 Themes in the auto…
How Do Vanguard’s Target-Date Funds Stack Up?
In today’s episode, Seth Goldstein, equities strategist for Morningstar Research Services, discusses the global forecast for electric vehicle expansion.
00:06 Introduction
00:35 Cash App owner pushes b…
Why the Nasdaq 100 Isn’t a Particularly Good Investment
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 fi…
Why the Banking Crisis Is a Big Deal
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 underva…
Where to Invest: Stocks or CDs?
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.
Timestamps
00:00…
Is Berkshire Hathaway Stock a Buy After Rocky Results?
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.
Timestamps
00:06 Introduction
…
Should You Fund Your 401(k) First or Your IRA?
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…
With IRA Deadline Looming, Don't Make These Mistakes
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.
Timestamps
00:06 …
Could Meta Make a Comeback?
In today’s episode, Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, talks about how SPDR S&P 500 ETF Trust—or SPY—revolutionized investing.
00…
How Secure Act 2.0 Changes RMD Rules
In today’s episode, Dan Wasiolek, Morningstar Research Services’ senior equity analyst, discusses Morningstar’s travel outlook and cheap travel stocks.
00:06 Introduction
00:38 Long-term outlook on Mi…