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The Long View Podcast

Our weekly podcast features an in-depth interview with a thought leader in money and investing.

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The Long View is a podcast from Morningstar. Each week, hosts Christine Benz and Jeff Ptak conduct an in-depth discussion with a thought leader from the world of investing or personal finance. The podcast is produced by George Castady and Scott Halver.

Listen Now: Listen and subscribe to Morningstar's The Long View from your mobile device: Apple Podcasts | Spotify | Google Play | Stitcher

Episodes Episode 20: Dan Ivascyn: Building a Portfolio to Bend but Not Break Episode 19: Allan Roth: 'I Embrace Dumb Beta'

Episode 18: Rupal Bhansali: FAANG Stocks Are 'Extremely Risky'

Episode 17: Rob Arnott: Don't Sleep on Value Investing (Especially Emerging-Markets Value)

Episode 16: Mark Miller: Less Investment Choice = Better Retirement Outcomes

Episode 15: Bill Nygren: 'A Stock That Doesn't Look Cheap on the Surface Might Be One of the Cheapest'

Episode 14: Jonathan Clements: 'It's in Wall Street's Interest to Make Everyday Investors Think That They Are Stupid'

Episode 13: Vanguard's Maria Bruno and Joel Dickson on Building a Better Retirement

Episode 12 Sheryl Garrett: 'The Industry Thought I Was Nuts'

Episode 11 James Montier: 'How Do I Get Paid for Owning This Asset?'

Episode 10 Rick Ferri: 'There Are No Average Investors'

Episode 9 Josh Brown: 'Standardize the Process, Personalize the Advice'

Episode 8 Harold Evensky: 'It's an Unmitigated Disaster'

Episode 7 Aron Szapiro: 'You Can't Fix What You Can't Measure'

Episode 6 Michael Kitces: 'The Model Has to Change Again'

Episode 5 Carolyn McClanahan: 'There's More to Money Than Just the Numbers'

Episode 4 Tim Buckley: 'There's No One Even Close to Us'

Episode 3 Morgan Housel: 'No One Hires a Luck Manager'

Episode 2 Don Phillips: 'We're All in the Behavior Modification Business'

Episode 1 William Bernstein: 'I Don't Think the System Needs Nudges. I Think the System Needs Dynamite.'

About the Hosts: Christine Benz and Jeff Ptak have been analysts and commentators on investments and the investment industry for many years. Christine is Morningstar's director of personal finance and senior columnist for Morningstar.com. Jeff is head of global manager research in Morningstar Research Services, overseeing Morningstar's team of 120 manager research analysts in the U.S. and overseas.

To Share Feedback or a Guest Idea: Write us at TheLongView@morningstar.com

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About the Authors

Christine Benz

Director
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Christine Benz is director of personal finance and retirement planning for Morningstar, Inc. In that role, she focuses on retirement and portfolio planning for individual investors. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance.

Benz joined Morningstar in 1993. Before assuming her current role she served as a mutual fund analyst and headed up Morningstar’s team of fund researchers in the U.S. She also served as editor of Morningstar Mutual Funds and Morningstar FundInvestor.

She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron’s, CNBC, and PBS. In 2020, Barron’s named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron’s named her as one of the 10 most influential women in wealth management.

She holds a bachelor’s degree in political science and Russian language from the University of Illinois at Urbana-Champaign.

Jeffrey Ptak

Chief Ratings Officer, Research
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Jeffrey Ptak, CFA, is chief ratings officer for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Before assuming his current role, Ptak was head of global manager research. Previously, he was president and chief investment officer of Morningstar Investment Services, Inc., an investment unit that provides managed portfolio services through fee-based, independent financial advisors, for six years. Ptak joined Morningstar in 2002 as a senior mutual fund analyst and has also served as director of exchange-traded fund analysis, editor of Morningstar ETFInvestor, and an equity analyst. He briefly left Morningstar to become an investment products analyst for William Blair & Company, and earlier in his career, he was a manager for Arthur Andersen.

Ptak also co-hosts The Long View podcast with Morningstar's director of personal finance and retirement planning, Christine Benz. A full episode list is available here: https://www.morningstar.com/podcasts/the-long-view. You can find him on social media at syouth1 (X/fka 'Twitter') and he's also active on LinkedIn.

Ptak holds a bachelor’s degree in accounting from the University of Wisconsin and the Chartered Financial Analyst® designation.

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