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The Long View

The Long View

De: Morningstar
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Expand your investing horizons and look to the long term. Join hosts Christine Benz, Amy C. Arnott, and Ben Johnson as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.2025 Morningstar, Inc. Economía Exito Profesional Finanzas Personales Gestión y Liderazgo Liderazgo
Episodios
  • Pat Dorsey: Economic Moats and More

    Pat Dorsey: Economic Moats and More
    Mar 31 2026
    Today’s guest on The Long View is Pat Dorsey. Pat is the founder of Dorsey Asset Management, a boutique asset manager serving institutional clients. From 2000 to 2011, Pat was the director of equity research for Morningstar, where he led the growth of Morningstar’s equity research group from 20 to 90 analysts. Pat was instrumental in the development of Morningstar’s economic moat ratings, as well as the methodology behind Morningstar’s framework for analyzing competitive advantage. Pat is also the author of two books, The Five Rules for Successful Stock Investing, and The Little Book That Builds Wealth. Pat holds a master’s degree in political science from Northwestern University and a bachelor’s degree in government from Wesleyan University. Pat is a CFA charterholder. Episode Highlights 00:00:00 Defining Economic Moats and Moat Source Mistakes 00:05:34 Shifting Landscape for Returns on Invested Capital as a Metric 00:07:52 Inevitable vs. Noninevitable Moats 00:09:36 Moat Durability, Network Effects, and Lessons From PayPal 00:13:46 Management Quality, Founders, and Pricing Discipline 00:24:02 High-Quality Companies, “Too Hard” Bucket, and AI Uncertainty 00:29:29 Premortem, Behavioral Edge, and Opportunity Cost More From Morningstar AI Isn’t an Economic Moat Killer, but It Will Disrupt Industries Lawrence Lam: ‘The Types of Companies That Attract Me Are Founder-Led and Profitable’ How to Measure a Company’s Competitive Advantage If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    43 m
  • Bill Yount: How Late Starters Can Find Financial Independence

    Bill Yount: How Late Starters Can Find Financial Independence
    Mar 24 2026

    Our guest on the podcast today is Bill Yount. Bill is a practicing emergency physician. He’s also co-host of a podcast called Catching Up to Fi, where he and Jackie Cummings Koski discuss pursuing financial independence later in life. Bill received his bachelor’s degree from Duke University, his doctor of medicine degree from the University of North Carolina at Chapel Hill, and completed his residency in emergency medicine at Northwestern University.

    Episode Highlights

    00:00:00 From a Scarcity Mindset to the Hedonic Treadmill

    00:10:04 The Wake-Up Call: Burnout, Lawsuits, and Turning 50

    00:11:05 Finding FIRE Late: Catching Up to Financial Independence

    00:13:44 Budgeting, Downsizing, and Boosting Savings Rates

    00:20:56 Landmarks on the Way to Financial Independence

    00:25:50 Life Planning, Risk Parity, and Calibrating Safe Withdrawals

    00:34:51 Achieving FI and Knowing When It’s Time to Retire

    00:43:44 Building Generational Wealth, Giving Early, and Advice to Late Starters

    More From Morningstar

    My Baptism by FIRE: Lessons on Financial Independence

    The Best Retirement Strategies for Leaving Money Behind

    Cliff Asness: ‘The Problem Was Never Beta. The Problem Was Paying Alpha Fees for Beta’

    If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com.

    Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances.

    If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    52 m
  • Emily Guy Birken: What to Do in the Five Years Before You Retire

    Emily Guy Birken: What to Do in the Five Years Before You Retire
    Mar 17 2026

    Our guest on the podcast today is Emily Guy Birken. Emily’s the author of The Five Years Before You Retire. She also co-authored Stacked: Your Super-Serious Guide to Modern Money Management, with Joe Saul-Sehy. Other books include End Financial Stress Now, Making Social Security Work for You and Choose Your Retirement: Find The Right Path to Your New Adventure. Emily received her master’s degree in education from the Ohio State University and her undergraduate degree in English from Kenyon College.

    Episode Highlights

    00:00:00 Emily Guy Birken’s Path to Money and Retirement Writing

    00:04:26 Why the Five Years Before Retirement Are Crucial and How Much Is “Enough” Savings

    00:10:31 How Expectations Can Shape Happiness in Retirement

    00:13:14 Key Moves for Preretirees to Cover Retirement Savings Shortfalls

    00:15:58 Social Security: Benefits of Delaying and Advice for Young Workers

    00:27:06 Budgets in Retirement and Irregular Expenses on a Fixed Income

    00:33:14 Why Long‑Term‑Care Insurance Rarely Pays Off Today

    00:36:10 Pre-Medicare Health Insurance Options

    00:40:17 Early Mortgage Payoff vs. Investing in Retirement

    00:42:26 How Writing About Retirement Changed Guy Birken’s Own Planning

    More From Morningstar

    5 Things to Do Today If You Want to Retire in 5 Years

    Dan Haylett: ‘The Retirement You Didn’t See Coming’

    The Best Strategies for Consistent Retirement Spending

    If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com.

    Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances.

    If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    48 m
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An intriguing walk through financial history with practical and timely current insights. A must listen for those interested in personal finance & preparing for retirement.

History with practical personal finance & retirement

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