Welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
Jul 28
3 Stocks to Buy and 3 Stocks to Sell After Earnings
On this week’s episode of The Morning Filter, David Sekera and Susan Dziubinski unpack the busy week ahead for investors. They cover pivotal economic events, including the looming tariff deadline, the Fed meeting, a crucial inflation report, and the latest jobs numbers. Plus, the ... Show More
38m 21s
Jul 8
Salim Ramji: The Industry Uses Complexity As a Mask to Charge More
We’re taping this podcast at the Morningstar Investment Conference, where we’re delighted to be joined by Vanguard CEO Salim Ramji, who joined Vanguard just about a year ago. Prior to joining Vanguard, Salim was a senior leader at BlackRock, where his most recent position was as ... Show More
31m 2s
Aug 2024
Daniel Peris: The Case for Dividend Investing
On today’s podcast, we’ll chat with Daniel Peris about his new book, The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market. Daniel oversees dividend-focused portfolios for Federated Hermes and has written several other books about investing, as well as a study ... Show More
49m 40s
Jul 15
Brian Selmo: ‘Winning by Not Losing’
Our guest this week is Brian Selmo. Brian is a portfolio manager and research director at First Pacific Advisors. Since 2013, he has comanaged the FPA Crescent Fund with Steve Romick and Mark Landecker, and in 2021, he became comanager of the FPA Global Equity ETF. Both strategie ... Show More
53m 55s
Jun 18
Revisiting: A Successful Transition to Investing with Steve Young
This episode originally aired on Feb 20, 2024. Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investm ... Show More
37m 57s
Feb 2025
Paul Singer: Activist Investing, Market Risks and Avoiding Losses
This week, Nicolai Tangen sits down with Paul Singer, legendary investor and founder of Elliott Asset Management, one of the world's most influential activist investors. Singer shares insights from his remarkable career spanning several decades, discussing how activist investing ... Show More
38m 39s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, and p ... Show More
1h 46m
Feb 2020
Pop Delusions: Dylan Grice on the golden age of duration, why economists are cargo cultists, and the anatomy of a forecast with Tobias Carlisle on The Acquirers Podcast
Dylan Grice is the founder of Calderwood Capital Research. Before Calderwood, Dylan was the Head of Liquid investments at Calibrium AG, a private investment office based in Zurich, Switzerland.
Prior to joining Calibrium AG in 2014, Dylan was a part of the consistently top-ran ... Show More
55m 23s