About these summaries
Octagon has summarized 41 episodes of The Long View published between Jan 7, 2026 and Nov 3, 2026. The companies discussed most often are Morningstar, Vanguard and SpaceX. Each summary lists key takeaways, short timestamped quotes and the companies and tickers mentioned, with a link to the full episode.
Most-mentioned tickers
- MORN 8
- BND 3
- VOO 3
- VTI 3
- VGT 2
- VXUS 2
Most-mentioned companies
- Morningstar 10
- Vanguard 9
- SpaceX 3
Episodes
- Jim Dahle: Is Avoiding Taxes Costing You Money?
Jim Dahle argues that many wealthy investors are overcomplicating their finances at exactly the moment when simplicity may matter more.
- Joseph Moore: The Investments That Matter Most May Not Be in Your Portfolio
Joseph Moore argues that the most important investments in a household life often sit outside a traditional portfolio: career choices, marriage, and business ownership.
- Mike Piper: Scammers Are Getting Smarter. Is Your Financial Security Keeping Up?
Mike Piper argues that cybercrime has become both more frequent and more dangerous for older adults because attackers now have better tools while many people’s defenses have not…
- Spencer Look and Jack VanDerhei: The Assumptions That Can Put Your Retirement at Risk
Morningstar’s retirement researchers argued that retirement readiness is highly uneven, with meaningful risk concentrated among lower-income workers, single women, and Black and…
- Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments.
Erin Moriarity says she built Erin Talks Money to serve middle-class investors who are often shut out of traditional advice because they do not have enough assets to meet common…
- Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust
Robin Wigglesworth argues that bonds are not a sleepy corner of finance but the hidden wiring of the modern economy.
- Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I Learned
Elliott Appel argues that caregiving works better when families plan early, build in safeguards, and accept outside help.
- Jean Chatzky: How to Create a Forever Paycheck for Retirement
Jean Chatzky argues that retirement planning should not stop at saving, because many retirees struggle just as much with spending their money.
- David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’
David Booth argues that modern investing became far more accessible once financial researchers had enough data to test claims made on Wall Street.
- Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio
Andy Clarke and Nelson Wicas argue that portfolio construction is more than a mechanical exercise: the math of modern portfolio theory matters, but real-world implementation…
- Jeff Ptak: The Simple Secret to Becoming a Better Investor
Jeff Ptak argues that investor outcomes improve when portfolios are simpler, more automated, and less dependent on frequent trading.
- Stefan Sharkansky: The Retirement Spending Plan That Adapts as Markets Change
Stefan Sharkansky argues that the classic 4% withdrawal framework can leave retirees spending too little, because a fixed real withdrawal rate often produces large leftover…
- Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life
Ryan Frederick argues that housing decisions in later life are not just lifestyle choices; they can shape health, social connection, and financial outcomes as much as, or more…
- Brett Arends: Worried About Outliving Your Money? There’s an Answer
Brett Arends argues that today’s market has a lot of the same psychology as the late-1990s technology bubble, even though the AI winners are much larger, more profitable…
- Dana Anspach: Don’t Let Fear Ruin Your Retirement
Dana Anspach argues that retirement planning should start well before the retirement date, with the pre-go years used to build the financial and behavioral foundation for what…
- Jeremy Grantham ‘Almost Everything Looks More Attractive Than the US Equity Market’
Jeremy Grantham argues that the U.S. equity market remains expensive by historical standards and that investors should treat almost everything else as more attractive.
- Will Danoff: ‘Be Very Careful of Unprofitable Companies’
Will Danoff argues that durable investing starts with understanding a company’s unit economics, management quality, and earnings trajectory.
- Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces
Morningstar’s manager research team is applying its usual diligence framework to semi-liquid private market funds, with a particular focus on whether these products can really…
- Kathleen Rehl: Helping Widows and the Advisors Who Serve Them
Kathleen Rehl argues that widowhood is not just a financial event but a sweeping life transition that changes decision-making, confidence, housing, relationships, and purpose.
- Don Phillips: Encouraging Better Outcomes for Investors
Don Phillips argues that good investing starts with a big-picture mindset: identify the issues investors face, then build tools and commentary that improve long-term outcomes.
- Adam Grossman: Asset Allocation Is an Investor’s Best Defense
Adam Grossman argues that good investing is usually simpler than the industry makes it seem.
- The Long View: Bill Bengen - ‘Inflation Is the Greatest Enemy of Retirees’
Bill Bengen argues that retirement withdrawal planning should be individualized rather than based on a single universal rule.
- Ben Carlson: Exploring Risk and Reward
Ben Carlson argues that market history is most useful as preparation, not prediction: it teaches investors to expect surprise, understand extremes, and respect mean reversion.
- The Long View: Amit Wadhwaney - ’Buying Cheap Has a Number of Attractions’
Amit Wadhwaney argues that value investing works best when it starts with cheapness, survivability, and a deep understanding of business structure rather than macro forecasting.
- The Long View: Claudia Sahm - Thinking Through Scenarios in a Whiplash Economy
Claudia Sahm argues that the U.S. economy is being buffeted by a series of supply shocks rather than a normal demand cycle.
- The Long View: Michael Gates - Why More Advisors Are Migrating to Model Portfolios
Michael Gates argues that model portfolios have become a major competitive tool for advisors because they package asset allocation, risk management, and implementation efficiency…
- The Long View: Harry Margolis - How to Confront Aging Challenges Head-On
Harry Margolis argues that elder law is less about drafting documents than about preparing for the practical realities of aging: incapacity, long-term care, housing, and family…
- The Long View: Wade Pfau - Higher Bond Yields Are a Plus for Retirees
Wade Pfau argues that higher bond yields have materially improved the starting point for new retirees.
- The Long View: Pat Dorsey - Economic Moats and More
Pat Dorsey argues that a moat is a structural competitive advantage that creates pricing power, but that investors often overuse the label by mistaking a great product for a…
- The Long View: Bill Yount: How Late Starters Can Find Financial Independence
Bill Yount traces a late-start path to financial independence from a childhood shaped by money anxiety, a long period of paycheck-to-paycheck living, and a first decade as a…
- The Long View: Emily Guy Birken: What to Do in the Five Years Before You Retire
Emily Guy Birken argues that the five years before retirement are the right window to get practical about “enough,” because there is still time to change course without feeling…
- The Long View: Jamie Hopkins and Bonnie Treichel - Why You Can’t Set and Forget a Retirement Plan
Jamie Hopkins and Bonnie Treichel argue that retirement planning is less about accumulating assets and more about helping people turn savings into a livable, durable income plan.
- The Long View: David Bach - ‘Start Enjoying Your Life Sooner’
David Bach argues that financial planning should be about using money to buy more life, not just accumulating assets.
- The Long View: Hilary Wiek - Perspective on Private Markets
Hilary Wiek said private markets are entering 2026 with cautious optimism, helped by improving deal activity, falling interest rates, and a sense that some of the post-2021…
- The Long View: Jim O’Shaughnessy - Investing Lessons From a Lifelong Learner
Jim O’Shaughnessy argues that the most durable edge in investing is still human nature, not storytelling.
- The Long View: Sara Devereux - Bonds Are Still Ballast
Sara Devereux argues that bonds are still ballast because higher starting yields have restored income and given fixed income the ability to cushion equity drawdowns.
- The Long View: Sally Balch Hurme: Getting Your Affairs in Order as You Get Older
Sally Balch Hurme argues that getting older is less about preparing for a distant end than making life simpler and more manageable now.
- The Long View: Leyla Kunimoto - Why Investors in Private Markets Need a Louder Voice
Ila Kunumoto argued that private markets need more independent scrutiny because most information comes from general partners or the wealth channel, leaving individual investors…
- Cody Garrett and Sean Mullaney: 'For Most Americans, You're Going to Pay Less Tax in Retirement'
Cody Garrett and Sean Mullaney argue that tax planning before and during retirement should be treated as a sequence problem, not a fear-driven guessing game.
- The Long View: Andy Reed - Inertia Is the Most Powerful Force in Behavioral Finance
Andy Reid argues that inertia is one of the most powerful forces in behavioral finance, and that the most effective investor interventions often work by changing defaults rather…
- The Long View: Cullen Roche - What Is Your Perfect Portfolio?
Cullen Roche argues that the biggest portfolio mistake is treating every investor’s goals and time horizon as interchangeable.
The Long View, its episodes and artwork belong to Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist. Octagon is not affiliated with the show; these pages are independent summaries.
