Simple, but Not Easy
Morningstar's podcast for financial advisors, offering insights and analysis on investment strategies, market trends, and portfolio management. Each episode features expert discussions and practical advice to help advisors navigate the complexities of the financial industry.
Episodes
Rule #1: Be Someone Clients Want to Take a Phone Call From – With Creative Planning’s Jeff Stolper
Creative Planning has been trusted with more than $700 billion in client assets under management and advisement. A simple truth? That doesn’t happen by accident. Jeff Stolper – the firm’s Director of Financial Planning – joined us to discuss how Creative Planning’s client-centric philosophy has helped the firm reach that scale. One key takeaway: wealth management is a people and relationships busi
Solving Financial Advisors’ Organic Growth Problem with FINNY Founder Eden Ovadia
FINNY founder Eden Ovadia shares how the firm is tackling one of financial advice’s biggest challenges: organic growth. Advisors can spend up to 60 hours to win a single client – consuming their most valuable asset: time. And that doesn’t scale. FINNY’s approach – using AI to identify high-intent prospects and automate outreach – aims to change that. The goal? A more efficient growth engine, espec
Impacting One Million Lives with Savant Wealth CEO Brent Brodeski
Savant Wealth founder and CEO Brent Brodeski shares the firm’s journey to $50 billion in assets under management. In short, compounding isn’t just an investment concept – it applies to building a business as well. The early years now look invisible on a long-term AUM chart, but they were arguably the most formative – defined by trying new things, iterating the process, and refining what worked. Th
Morningstar Wealth's 2026 Investment Outlook with Chief Investment Officer Philip Straehl
Morningstar’s 2026 Investment Outlook is live, offering clear context on the forces that will shape the year ahead and beyond. If there’s one takeaway for investors, it’s this: Preparation beats prediction. Markets will keep shifting—tariffs, the Fed, geopolitics, and the rapid buildout of AI infrastructure—and trying to forecast every twist isn’t a strategy. Building resilient portfolios is. That
Where Did the Small Caps Go?
It used to be simple: small companies went public, grew, and investors participated along the way. Today, companies stay private longer, and private markets have claimed many opportunities that once lived in public stocks. Historically a source of some of the strongest market returns, small caps have shred that reputation. The question becomes: Where did the small caps go? Hosted by Simplecast, an
Advisor–Client Relationships Are Stronger When Goals Come First
In this episode of Simple But Not Easy, we’re joined by Ryan Murphy, Morningstar’s Global Head of Behavioral Insights, to explore how financial advisors can help clients set better goals, avoid costly mistakes, and build lasting trust. We discuss why goals—not asset allocation or stock selection—should be the true starting point of an investment journey, and how a simple multi-step framework can u
Morningstar Wealth’s Midyear Outlook—Where Is Opportunity Knocking?
In our midyear outlook, we break down some of the biggest factors driving markets in 2025 — tariffs, AI, and the potential for rate cuts — and attempt to help investors sift through the short-term noise while keeping a long-term perspective. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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International Stocks – A Portfolio’s Missing Piece?
As of late May, the US ranks 39th out of 44 global stock markets—firmly in the bottom 15%. Meanwhile, international markets are gaining momentum, with 7 of the top 10 performing countries located in Europe. This performance gap appears to be supported by improving fundamentals, favorable currency trends, and rising earnings expectations across the region. Can it continue? In this episode of Simple
Stay on Track Through Market Volatility—with Research, Not Reaction
When markets hit a rough patch—as they did in early April—investors often lose confidence. Emotions run high after paper losses, and that’s when many fall into the “ready, fire, aim” trap. Decisions become reactive, not disciplined. It’s common to see investors flee to cash or pivot to more conservative positions in an effort to feel safer. But more often than not, resisting that urge is the bette
The Public-Private Convergence: How Private Market Investing Is Becoming More Accessible
We explore the growing convergence between public and private markets and what it means for today’s investors. As private market strategies become more accessible, advisors and their clients are gaining new tools to diversify portfolios and pursue long-term growth. We break down what’s driving this shift, the opportunities and risks involved, and how financial professionals can help investors navi
Financial Advisors Take Back Time with AssetMark
Time is a financial advisor’s most valuable asset. As industry tailwinds push the profession toward greater client-centricity—and as clients demand more from their advisors—many are recognizing the benefits of outsourcing investment management. By doing so, they can focus on what truly drives their business: being in front of clients and strengthening relationships.
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2025 Outlook: Rotating Between Defense and Offense
Morningstar Wealth's Chief Investment Officer, Philip Straehl, and Head of Investments, Ricky Williamson share insights on the key themes shaping the investment landscape for 2025 and beyond. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Post-Election Recap: Diversification, Fundamental Analysis, and Valuations Will Likely Drive Future Success
While presidential elections often create tension and leave many feeling on edge, the stock market didn’t share this level of apprehension. Remarkably, October was one of the least volatile months in history leading up to a presidential election.
Although this might seem surprising, it’s not entirely unusual. Markets frequently display greater resilience than we might expect. However, it’s import
Strange Times in the US Housing Market – Breaking it All Down
Some have called this the weirdest housing market in recent history due to the unusual mix of high interest rates and declining affordability. And yet, we still have record high home prices across the 20 largest housing markets in the country. This month, we're diving into the U.S. housing market, a topic very relevant to many investors given a house is often the largest single asset one owns.
In
Principles-Based Investing, Industry Trends, and Getting to Know Morningstar Wealth CIO, Philip Straehl
Welcome back to Simple But Not Easy. We hope you had an enjoyable summer and are ready to finish the year on a high note. In today's episode, we're excited to dive deep into the world of investing, market strategies, and the future of wealth management. We'll start by getting to know Philip Straehl, Morningstar's new Chief Investment Officer of the Americas, as he shares insights from his career j
Opportunity Awaits: A Midyear Outlook
A special live episode from the Morningstar Investment Conference. Two of Morningstar Wealth’s investment leaders—Matt Wacher and Ricky Williamson—joined the show to help us dig into what’s already happened this year and where we may be headed.
The topics covered included:
• The Fed and where rates may be headed
• Further discussion on fixed-income
• US stocks are off to another hot start this y
Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital
The evolution of financial advice in a few decades time has been nothing short of revolutionary. The industry's transformation has been driven by technological advancements, regulatory changes and evolving investor preferences. Traditional methods of in-person advice have been expanded to include digital platforms, providing investors with greater accessibility and customization. And we've all obs
Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals
Much of the discussion around financial advice tends to be around asset allocation, product selection, and fund structures. These are all worthy conversations and topics we’ve enjoyed discussing previously on this show. But one topic that feels underexplored: how do advisors deliver financial advice to clients across generations? A retired client in their 70s needs a much different advice offering
U.S. Stocks: Beyond the Magnificent Seven
The Magnificent Seven continue to capture the attention of advisors and investors, dominating U.S. equity performance over the last year. Will this trend continue throughout 2024? Will growth stocks continue to beat value? What about large versus small? And what is 2023's signal about where markets are headed this year? We're delighted to be joined by John Owens, Senior Portfolio Manager for Morni
2024 Outlook: Economy, Inflation, Best Ideas, and AI
The topics we're discussing today align with the recent release of Morningstar Wealth's 2024 Market Outlook.
A recession seemed to be the consensus view entering the year, but markets love to fool the masses, and a stock market rally followed. However, the rally was not evenly distributed. Bonds, for example, remain in a multi-year drawdown, and many investors are questioning their role in a port
AI's Role in the Future of Wealth Management, Featuring the AI Character "Morningstar Mo"
A lot has already been said about the potential of artificial intelligence, or AI, but how are people actually engaging with it? And how should investors think about their AI exposure in a portfolio? Morningstar has invested heavily in generative AI, with Morningstar Mo taking the stage at our investment conference, and in a first, we're delighted to be joined by a special guest: Mo the AI charact
The Cutting Edge of Advisor Technology: Ezra Group's Craig Izkowitz
Financial technology is going through a new wave of change, with artificial intelligence – or AI – taking the world by storm. But the wealth tech space is already incredibly complex, with literally hundreds of tech providers battling for market share across the advisor workflow. So, what does Ezra Group, a prominent WealthTech consultant, have to say about this? How can we get ahead of this change
BlackRock's Liz Koehler on Financial Advice, Using Models, and Raising the Bar
The need for great financial advice continues to grow, with a landscape we haven’t witnessed in 15 years. So, what does BlackRock, the world’s largest asset manager, have to say about this? What might we expect from here? In this episode, we’ll dig into the latest advice trends, covering the use of models, behavioral application, and evolving investors’ needs. We're delighted to be joined by Liz K
Game-Changing Advisor Trends, With Cerulli and SMArtX
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30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations
The complexity of operating a successful financial advice practice continues to grow and significant challenges still exist in operating an effective practice. So, in this episode, we take a 30,000-foot view of financial advisor challenges and dig into the importance of data and regulations in overcoming these challenges. Whether it is growing or defending your practice, we share expert opinions o
What Actions Add Value in This Environment?
Warren Buffet readily admits “I make many mistakes” when referencing his own investment portfolio. This begs the question, where does that leave the rest of us? We know that today's market uncertainty can surface the best and worst of our investing behaviors. For financial advisors, what are some of the behavioral pitfalls to avoid for clients? And what opportunities can you seize? We're joined by
2023 Outlook: Inflation, Recession, Valuations, and Retirement
What are the positive client messages we can share leading into 2023? With inflation and a recession on everyone’s minds, what actions make sense to support clients? The topics we’re discussing today align with the recent release of Morningstar Investment Management’s 2023 outlook titled “the positives of investing in this environment”. In today’s episode, I’m delighted to have Marta Norton and P
An Inside Look at Direct Indexing
Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to investing and help with after-tax outcomes. In 2022, Morningstar launched a direct indexing offering for financial advisors and joined the ‘fun’. So, what’s all the fuss about? What are the salient points you
“Advisors Will Want to Run a More Profitable, Growing, Scalable Practice” - Daniel Needham to Financial Advisors
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Latest Research on Stagflation & Market Impacts
Stagflation is now on the radar for financial advisors and the investors they serve. At the same time, our latest research shows that investor sentiment is plummeting. With this in mind, we are delighted to have two of our most senior researchers who will help us unpack the news headlines, where we are joined by Philip Straehl, Morningstar’s Global Head of Research for Investment Management, and T
Investing in Today's Volatile Markets: New Season, 100th Episode
Investors can become confused in today’s challenging climate, and understandably so. It can be difficult for advisors and investors of all types and sizes. In this new season of Simple but Not Easy, we welcome Jonathan Linstra as your new host, along with two of Morningstar’s investment chiefs, Dan Kemp and Marta Norton, who offer straight talk to help navigate this difficult environment. They als
Episode 100 Coming Next: But First, Listen To Our Most Downloaded Episode So Far
Stay tuned for our 100th episode up next! We are reinvigorating the podcast going forward, seeking to equip financial advisors with ideas to remove friction and help clients achieve goals. But before we do, we'd also like to thank everyone who contributed to the first 100 episodes, delivering value for our listeners through both calm and stormy waters. To that end, in this episode we showcase the
Behavioral Science & Tips in Volatile Markets
"The most important quality for an investor is temperament, not intellect". Investing is therefore a matter of good behavior. So what behaviors give advisors and their investors an edge? What behaviors are destructive? In this episode, which recycles evergreen behavioral messages and cites specific studies, Sarah Newcomb, director of financial psychology at Morningstar, Inc., and Ryan Murphy, glob
Getting Personal: Getting to Know How Advisors Get to Know Their Clients (Episode 13 Rebroadcast)
Getting personal might elicit nervousness, but why does it seem so antithetical to investing? We explore personalization and customization in financial practices: if you’re an investor, how well does your financial advisor know you? And advisors, how much time have you taken to get to know your clients? The conversation, which features Matthew Radgowski and Marta Norton as well as Head of Decision
What Does Good Forecasting Look Like—and Why Are Weather Forecasters So Good at It? (Episode 65 Rebroadcast)
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. Morningstar Investment Management Global Chief Investment Officer Dan Kemp and Global Head of Decision Sciences Ryan Murphy discuss what good forecasting looks like. Hosted by Simplecast, an AdsWizz company. See https://pcm
Our Insights on the Berkshire Hathaway Annual Shareholder Meeting
We present our thoughts on the recent Berkshire Hathaway conclave. Mr. Buffett and Mr. Munger discussed their firm’s ups and downs and weighed in on such topics as their latest investment activity, inflation, cryptocurrency, and what makes their company unique. And we feature the views of Head of U.S. Equity Strategies Michael Corty and Senior Portfolio Manager John Owens, who bring years of exper
Investing Amidst Uncertainty
We’ve got the same thing on our mind as the rest of the market—uncertainty. What’s going to happen? Why? When? And what should we do about it? Well, in this episode, taken from a recently recorded webinar, we do our best to address those concerns. We also hope to allay some of the associated fears. To do so, we’ll hear from Tyler Dann, our Head of Research in the Americas; Ricky Williamson, a Port
Is Dollar-Cost Averaging Irrational? Compared to What? (Episode 30 Rebroadcast)
Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Canada, discuss dollar-cost averaging, or the practice of investing slowly over time instead of in one lump sum. Research by Kaplan and others show that dollar-cost averaging might be expected to underperform a lump-sum approach. But what if it's what gets an investor into the marke
Dump the Dow: Why What You Pay Attention to Matters (Episode 14 Rebroadcast)
In this episode, John Owens and Ryan Murphy talk about why price-weighted indexes like the Dow Jones Industrial Average can be distracting to investors.
John, who's a senior equity portfolio manager at Morningstar Investment Management, explains why investors should disregard single-day Dow point drops, and also any short-term performance.
Ryan, who's head of decision science at Morningstar In
Demonstrating ESG Commitments for Advisors and Investors (Episode 74 Rebroadcast)
In this rebroadcast of an episode from 2021, Paul Arnold and Dan Kemp discuss how advisors can better understand why ESG is important to a client—whether it’s the expression of one’s values or something else. We also look at how advisors might think about matching each client with a portfolio that addresses their unique ESG preferences and needs. Hosted by Simplecast, an AdsWizz company. See https
Fear of the Unknown: Inflation and Rising Rates
“The oldest and strongest emotion of mankind is fear,” author H.P. Lovecraft once wrote. “And the oldest and strongest kind of fear is fear of the unknown.”
Fear of the unknown is no stranger to the investment world these days. We’re living in scary times. And the investors who aren’t feeling jumpy right now tend to fall into one of two categories: those who have a plan—and those who haven’t a cl
Key Investing and Behavioral Messages for Advisor-Client Meetings (Episode 51 Rebroadcast)
In this rebroadcast of an episode from 2020, we explore why advisors might change the focus of annual meetings to progress updates with Ryan Murphy, head of decision sciences at Morningstar Investment Management. And Daniel Needham, president, shares his thoughts on how to keep investors focused on the long term. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Risk, Downside Protection, and the Goal Mindset
Short-term worries versus long-term goals—which are guiding your investment decisions? If you’ve done your homework and you’ve given careful consideration to achieving the financial results you want, that question is easier to answer—even if it remains nerve-wracking to stay the course. Here in early 2022, we’re awash in short-term concerns once again. Between inflation, rising interest rates, and
Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases (Episode 50 Rebroadcast)
"[W]e can’t avoid the reality that we’re experiencing and probably will continue to experience stress, uncertainty, and change. But the question is, how do we cope?" — Sarah Newcomb
Given recent market volatility, we thought it might be helpful to revisit this episode from July 13, 2020, which features two experts on investor behavior and decision-making. Sarah Newcomb, director of behavioral sci
2022 Outlook
Rising Interest Rates. New COVID-19 variants. Inflationary pressures. Those and other factors are on the minds of investors as we head into 2022. Will the new year be one of prosperity, or is it time to fortify your defenses? The truth is that it’s nearly impossible to know. And that’s why we at Morningstar follow a mantra of, ”Don’t predict—prepare.” In this episode, we ring in 2022 with our take
ESG in 2022: a Simple, but Not Easy Short
Environmental, social, and governance. More commonly called ESG, it used to be seen in many parts of the investment world as a niche specialty that was mostly about virtue—something that was nice to do. But now there’s been no question that it’s something we need to do, particularly coming out of Glasgow’s United Nations Climate Change Conference, known as COP26. Nearly 500 financial-services firm
Easing Inflation Worries
Inflation. It's showing up in headlines and in conversations between everyone from political pundits to investment professionals and clients. It’s no different for us here at Morningstar, and most of what we’re hearing boils down to two key questions: what are our views on inflation, moving forward, and what are we doing to prepare for the potential threat of a continuing rise? In this episode, th
Sizing up Risks and Opportunities in Chinese Equities
China is a key talking point in the investment community today, as a regulatory crackdown has spooked markets. Chinese regulators have targeted specific sectors such as technology, education and real estate as part of a crackdown aimed at aligning the Chinese private sectors with its long-term policy agenda. In today’s episode, we will take a closer look at recent events in China and discuss both
The Potential Impact of Corporate Tax Hikes on Equities
Changes in the corporate tax rate can have large, one-time effects on a company’s financial statements. Michael Budzinski, Senior Investment Analyst and Portfolio Manager, shares recent Morningstar Investment Management LLC research around corporate tax rate changes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adv
The Sustainability Stress Test
ESG investing, which focusses on an investment’s environmental, social, and governance impact or risk, has grown immensely in recent years, attracting significant inflows. But what happens to ESG investing during a market downturn? Are ESG considerations left by the wayside as investors focus on financial market risks? Ryan Murphy, Head of Decision Sciences for Morningstar Investment Management, d
Our Global Convictions Following Q2 2021
With stocks reaching new highs and companies borrowing at historically low rates, broad markets offer limited upside. So how should investors position their portfolios in face of that? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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2021 Inflation Insights
As more of the US reopens and people begin to return to their normal routines we’ve seen a disconnect between supply and demand, and many are worried that price increases are here to stay. Alfonzo Bruno, associate portfolio manager, shares insights around the current state of inflation, how to interpret updated guidance from the Fed, and how he anticipates inflation pressures around supply chains
Global Energy Stocks: In Structural Decline or a Buying Opportunity?
Other than the strong recovery this year, the energy sector has been avoided by many investors. Whether environmental concerns of an increasing number of ESG-focused investors or worries about the secular decline in oil revenues as the world transitions to renewal energy sources, energy stocks have been among the least popular investments out there.
Philip Straehl, global head of research at Mor
Our Reactions: 2021 Berkshire Hathaway Annual Meeting
Our Select Equity portfolio managers share five key takeaways from the 2021 Berkshire Hathaway Annual Meeting.
Portfolio specialist Jeff Wagner sits down with Mike Corty, Morningstar Investment Management’s Head of our Select Equity Portfolios team and the portfolio manager of our Tortoise portfolio, as well as senior portfolio manager John Owens, who manages Select Equity portfolios, All-Cap Equ
Our Investment Convictions: Searching for Select Opportunities
After the late-2020 rally continued into 2021, Philip Straehl and Edward Fane assess the aggregate reward-for-risk picture in world markets and share their views on select asset class opportunities.
Philip is the Chicago-based global head of research at Morningstar Investment Management LLC. Ed, based in London, is head of research for Europe, the Middle East, and Africa at Morningstar Investment
Will Consolidation Destroy Personalization for Financial Advisors?
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We're Temporarily Moving to a Biweekly Cadence
We'll have a new episode next week, then every other week for a temporary period. Thanks for listening! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Dividend Stocks: How Coronavirus, Value/Growth, and Interest Rates Have Affected Income
Stocks have generally roared back from their pandemic lows about a year ago. But what about income? Many dividends were cut when COVID-19 shuttered businesses and kept us at home. What’s the outlook for dividend investors now that stock prices have rebounded?
George Metrou, portfolio manager for the Dividend Select Equity Portfolios at Morningstar Investment Management, shares his thoughts on ma
Is Dollar-Cost Averaging Irrational? Compared to What? (Ep. 30 Rebroadcast)
While we're off for spring break, we're reprising this episode featuring Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Canada. They discuss dollar-cost averaging, or the practice of investing slowly over time instead of in one lump sum. Research by Kaplan and others show that dollar-cost averaging might be expected to underperf
To Annuitize or Not? (Episode 35 Rebroadcast)
While we're off for spring break, we're revisiting this episode that considers whether and when retirees should buy annuities to insure a steady stream of income, based on David Blanchett's research at the time of original airing. Few products are as polarizing among financial advisors than annuities, but certainly they have a place in the retirement picture for some individuals. In this episode,
Rules as Tools: Using Heuristics to Help Empower Financial Success
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South Korean Stocks: Has the Luster Faded After a Strong Finish to 2020?
In this episode, Gareth Lyons and Nabil Salem discuss the somewhat unusual South Korean stock market--unusual in that, this tech-dominated market remained attractively priced until recently.
Lyons and Salem review the recent valuation history of this market, analyze drivers of outperformance in 2020, and summarize their current views on South Korea as an asset allocation opportunity.
Gary Lyo
Demonstrating ESG Commitments for Advisors and Investors
Slides for this episode may be found here or by emailing simple@morningstar.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
GameStop, Reddit, & Robinhood vs. Investing for the Long Run
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
From 'the Ibbotson Chart' to Popularity: Lessons Learned From 5 Decades of Asset Allocation
To read articles, watch videos, and learn more about Morningstar Investment Management, go to mp.morningstar.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Our Investment Convictions: Finding Balance After a Significant Q4 Rebound
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
Pairing Portfolios With an Investor's Goals
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Daniel Needham: How Changes in Active Management May Create Opportunities for Investors
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Theories, Crowds, Bubbles, & Bees: Daniel Needham on Contrarian Investing (Ep. 27 Rebroadcast)
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 explai
Thinking in Bets (and About Biases): A Deep Dive into Using Behavioral Science Techniques in Investing (Ep. 6 Rebroadcast)
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
20 Years of 'Tipping': What Investors Can Learn From Gladwell's Classic Book (Ep. 34 Rebroadcast)
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 boo
Please Take Our Short Survey
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Opportunities in Equities
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The Rise of Big Tech
To access the slides discussed in this episode, click here or email us at simple@morningstar.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Value Investing: Intelligent Investing Aims to Get More Than You Pay For (Ep. 16 Rebroadcast)
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
What Does Good Forecasting Look Like? (And Why Are Weather Forecasters So Good at It?)
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 Man
How Should Investors Interpret the U.S. Election Returns?
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The Election, the Economy, and the Road to Recovery
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Our Investment Convictions: Why We’re Staying Off the Sidelines
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Risk in 2020: How to Help Investors Succeed
Slides referred to in this episode are available here, or by emailing us at simple@morningstar.com. 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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