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Investing Insights - Podcast

Investing Insights

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

Finance Business Entrepreneurship Investing News Advice
Update frequency
every 6 days
Average duration
18 minutes
Episodes
161
Years Active
2022 - 2025
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Should You Buy a House Right Now?

Should You Buy a House Right Now?

Real Estate is a hot topic for investors everywhere, but is a home the best possible investment right now? Plus, we’ve raised the fair value estimates for both Apple stock and Procter & Gamble stock …

00:20:14  |   Fri 27 Jan 2023
Big Banks Bracing for a Recession

Big Banks Bracing for a Recession

In today’s episode, Eric Compton, a strategist with Morningstar Research Services, talks about banks saving for an economic downtown and where investors could find opportunities.

00:06 Intro

00:36 Disn…

00:25:55  |   Fri 20 Jan 2023
Create a New Financial Plan for the New Year: Part 2

Create a New Financial Plan for the New Year: Part 2

In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money.

 

Timestamps

00:04…

00:13:07  |   Fri 13 Jan 2023
Create a New Financial Plan For the New Year: Part 1

Create a New Financial Plan For the New Year: Part 1

In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money.

 

00:04 Introduct…

00:15:08  |   Fri 06 Jan 2023
Stock and Bond Markets’ Wild Ride in 2022

Stock and Bond Markets’ Wild Ride in 2022

In today’s episode, Tom Lauricella, Morningstar Inc.’s chief markets editor, discusses the markets’ highs and lows in 2022 and what investors should watch for in 2023.

 

Timestamps

00:04 Introduction

00:…

00:17:37  |   Fri 23 Dec 2022
RMD Sticker Shock? How to Ease Your Tax Burden

RMD Sticker Shock? How to Ease Your Tax Burden

In today’s episode, Alyssa Stankiewicz, associate director of sustainability research from Morningstar Research Services, and Megan Pacholok, manager research analyst from Morningstar Research Servic…

00:24:10  |   Fri 16 Dec 2022
Top Retail Stocks on Sale This Holiday Season

Top Retail Stocks on Sale This Holiday Season

In today’s episode, Dave Sekera, chief U.S. markets strategist for Morningstar Research Services, reveals which stocks investors could snap up for a bargain this holiday season.

 

00:45 Tesla begins de…

00:21:56  |   Fri 09 Dec 2022
Should You Buy Dividend Stocks in a Recession?

Should You Buy Dividend Stocks in a Recession?

Will dividends continue to do well in a rising interest-rate environment? Plus, Bob Iger is CEO of Disney again, and Visa has a new CEO, too. And speaking of executives, Warren Buffett’s Berkshire ha…

00:19:48  |   Fri 02 Dec 2022
Retiring Soon? Make Sure to Check Your Asset Allocation

Retiring Soon? Make Sure to Check Your Asset Allocation

In this special episode, Christine Benz, the director of personal finance at Morningstar, talks about portfolio makeovers and how to spot common pitfalls. This episode includes an excerpt from Christ…

00:19:10  |   Fri 25 Nov 2022
Rising Interest Rates Make Bond Ladder ETFs More Appealing

Rising Interest Rates Make Bond Ladder ETFs More Appealing

 In today’s episode, Saraja Samant, a manager research analyst for Morningstar Research Services, explains how investing in defined-maturity ETFs can help grow wealth in a rising interest-rate enviro…

00:20:10  |   Fri 18 Nov 2022
Cheap Stocks For You to Consider

Cheap Stocks For You to Consider

What does COP27 mean? Does it matter for you and your portfolio? Leslie Norton explains. 

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, a…

00:15:35  |   Fri 11 Nov 2022
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

In today’s episode, Katherine Lynch, a Morningstar Inc’s data journalist, talks about the new I Bonds’ interest rate, how the investments work, and how to use them as an emergency fund.

Investing Insi…

00:19:19  |   Fri 04 Nov 2022
Buy an Annuity Now? And How to Spot Financial Tricks Online

Buy an Annuity Now? And How to Spot Financial Tricks Online

In today’s episode, Sarah Newcomb, Morningstar Inc’s director of financial psychology, explains what investors should know about sophisticated online tricks and what to watch out for.

Investing Insigh…

00:18:17  |   Fri 28 Oct 2022
Where to Park Your Cash and Find Recession-Resistant Stocks

Where to Park Your Cash and Find Recession-Resistant Stocks

In today’s episode, Ali Mogharabi, a senior equity analyst for Morningstar Research Services, explains the Labor Department’s proposed rule about worker classification. And he reveals whether he thin…

00:20:20  |   Fri 21 Oct 2022
Markets are Undervalued, and We Highlight Some Cheap Stocks!

Markets are Undervalued, and We Highlight Some Cheap Stocks!

Retirement plans across the country may finally be getting serious about adding more annuity options for their subscribers. But is this product good for you? Spencer Look explains.

Investing Insights …

00:23:47  |   Fri 14 Oct 2022
We Examine Tesla's Stock and the Risks of a Strong Dollar

We Examine Tesla's Stock and the Risks of a Strong Dollar

In today’s episode, Dave Whiston, the U.S. autos equity analyst for Morningstar Research Services, discusses CarMax’s disappointing earnings results and reveals where investors can look for stock opp…

00:22:44  |   Fri 07 Oct 2022
When's the Best Time for a Roth IRA Conversion?

When's the Best Time for a Roth IRA Conversion?

In today’s episode, Neil Macker, a senior equity analyst for Morningstar Research Services, discusses why Netflix is adding a cheaper plan and whether the stock is a deal. Also, one automaker is warn…

00:20:46  |   Fri 30 Sep 2022
Will Investors Ready, Set, Go for the Porsche IPO?

Will Investors Ready, Set, Go for the Porsche IPO?

No matter how much inflation rises, we’ll still need utilities, right? That’s what many investors think, and that has helped propel utilities stocks higher this year. But that might be about to chang…

00:21:46  |   Fri 23 Sep 2022
High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike

High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike

Climate Week NYC is coming. In today’s episode, Kris Inton, an equity strategist for Morningstar Research Services, explains how carbon offsets work and highlights an airline stock that looks cheap t…

00:12:38  |   Fri 16 Sep 2022
New iPhone Can't Make Apple's Stock Shine

New iPhone Can't Make Apple's Stock Shine

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, Abhinav Davuluri, a sector strategist for M…

00:21:01  |   Fri 09 Sep 2022
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