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 ... Show More
Oct 30
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 ret ... Show More
31m 57s
Jul 2025
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 compa ... Show More
54m 17s
Jun 2025
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, f ... Show More
36m 19s
Jul 2023
Bridgewater's Greg Jensen on AI, Inflation and What Markets Are Getting Wrong
Every industry is trying to figure out just how AI or Large Language Models can be used to do business. But Bridgewater Associates, the world's largest hedge fund, has already been at it for a long time. For years, it has explored AI and adjacent technologies in order to analyze ... Show More
57m 31s
Jan 2022
Understanding Your Investing Behavior, with Tom Gardner and Morgan Housel
Most investors are not as smart as they thought they were a year ago. Fortunately, they're also not as dumb as they feel today. Morgan Housel, author of the international best-selling book “The Psychology of Money” joins Motley Fool co-founder Tom Gardner on to discuss investing ... Show More
35m 38s
Jul 2020
111: Avoiding Everyday Work Disasters, an Interview with Dr. Gleb Tsipursky
<div style="color: black; padding: 10px;"> <div style="color: black; padding: 10px;">Today I am excited to introduce you to Dr. Gleb Tsipursky, a disaster avoidance expert and author of multiple books including Never Go With Your Gut, which we will be digging into today, as well ... Show More
49m 49s
Nov 2022
Why We’re Paying Attention to the Wrong Things, with Dr. Daniel Crosby
#413: If an idea dominates the headlines, we notice it.
But maybe we shouldn’t.
Today’s guest, psychologist and behavioral finance expert Dr. Daniel Crosby, says there’s a difference between a prediction that gets repeated, and one that’s likely to unfold.
What’s salient isn’t a ... Show More
54m 52s
May 2024
Behavioral Finance: Action Bias 101
We explore the behavior of action bias, including a look at when it might and might not makes sense for one to adjust their investment approach, along with strategies to consider that can protect against the behavior of action bias. Featured are Justin Waring, Senior Total Wealth ... Show More
17m 51s