Investing Insights

In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor and Smart Investor newsletter editor, talks about the hype versus reality in the AI boom and the optimism about a soft landing.  Timestamps00:00 Introduction00:31 The Fed Holds Rates Steady01:39 Bank Failures02:31 Jerome Powell’s Thoughts On Inflation03:26 Outlook For Interest Rate Cuts04:25 Are We in a Bull Market?05:20 Concentrated Stock Markets07:08 AI and the Stock Market Rally 08:13 Look Under the AI Hood09:04 Bonds in 202310:24 Bond Investors Looking for High Yields11:35 Market Takeaways for 2023 Read about topics from this episode.  May CPI Report Suggests Inflation Is Turning a Corner https://www.morningstar.com/markets/may-cpi-report-suggests-inflation-is-turning-cornerStrong May Jobs Report Shows Any Recession is Still Out on the Horizon https://www.morningstar.com/markets/strong-may-jobs-report-shows-any-recession-is-still-out-horizonFed Meeting Preview: Will Powell Unveil a Rate-Hike Pause or a ‘Skip’? https://www.morningstar.com/markets/fed-meeting-preview-will-powell-unveil-rate-hike-pause-or-skipU.S. Stock Market Outlook: June 2023 https://www.morningstar.com/markets/us-stock-market-outlook-june-20235 Charts On the Super Concentrated Stock Market https://www.morningstar.com/markets/5-charts-about-super-concentrated-stock-marketWhat Is Bitcoin Worth? https://www.morningstar.com/alternative-investments/what-is-bitcoin-worthBlackRock’s Rieder: Grab High Yields on Super-Safe Bonds While You Can https://www.morningstar.com/markets/blackrocks-rieder-grab-high-yields-super-safe-bonds-while-you-canRegulatory Limbo Likely for Coinbase as SEC Brings Charges https://www.morningstar.com/stocks/sec-brings-charges-against-coinbase  What to watch from Morningstar.Gain From the Weight-Loss Trend With These Stocks https://youtu.be/MwxQTNZ2L5wDouble Trouble: How the Dot-Com and Tech Bubbles Compare https://youtu.be/4_mP4nftQssWhat to Do as Recession Fears Grip Investors https://youtu.be/F-hCrdpxWKIJust Where’s the U.S. Economy Headed? https://youtu.be/IiZGjhUcPoE  Read what our team is writing:Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hamptonTom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Kiersten and Julien Saunders, rich & REGULAR podcast hosts and authors of “Cashing Out,” discuss how they made FIRE work for their lifestyle, the weight of building generational wealth, and why “elevating the everyday” is important.rich & REGULAR hosts at the Morningstar Investment ConferenceAre You Comfortable Talking About Money?Joining the FIRE MovementBuilding Generational WealthThe Racial Wealth GapHow to Turn a Side Hustle into Extra Wealth"Are We…an Aldi Family Now?”Money Conversations and Pursuing Financial Freedom Read about topics from this episode.  How to Have More Productive Conversations About MoneyCan You Retire Soon?How to Find Funds That Address Systemic Racism and the Wealth Gap11 Charts Examining the Racial Wealth GapHow to Achieve Black Generational Wealth  What to watch from Morningstar.Gain From the Weight-Loss Trend With These Stocks  Double Trouble: How the Dot-Com and Tech Bubbles CompareWhat to Do as Recession Fears Grip InvestorsJust Where’s the U.S. Economy Headed?  Read what our team is writing:Ivanna Hampton  Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Everyone’s been talking about the drug semaglutide, used to treat Type 2 diabetes. It’s marketed under the brand names Ozempic, Wegovy, and now, Mounjaro. Are any of the drugmakers a buy? Salesforce’s Successful QuarterHP is Having ProblemsMacy’s Misses the Mark  Diabetes Drugs Take OverBiotech FrontrunnersWhy is Pfizer Underperforming?Semaglutide RisksBiotech Stock PicksWhat Higher Yields Mean for Retired ‘Bucket’ Investors Read about topics from this episode.  Salesforce Earnings: Margins Shine As New Signs of Pressure Remove Some LusterHP Earnings: Sales Remain Soft, Although Improvement Is on the Horizon; Shares Fairly ValuedMacy’s Earnings: Lowered Outlook on Waning Spending Overshadows Positives; Shares UndervaluedNovo Nordisk and Eli Lilly Lead Potential $60 Billion Obesity Drug Market; Valuations Look RichObesity Drug Stocks: Time to Buy?  What to watch from Morningstar.Double Trouble: How the Dot-Com and Tech Bubbles CompareWhat to Do as Recession Fears Grip InvestorsJust Where’s the U.S. Economy Headed?Active ETFs Take Off –– 3 Ideas for Investors  Read what our team is writing:Ruth SaldanhaKaren AndersenSusan DziubinskiChristine Benz  Follow us on social media.Ruth Saldanha on Twitter: @karishmaruthFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Jack Shannon, equities strategies senior analyst for Morningstar Research Services, talks about why active fund managers seemed to repeat the same mistakes.Why did you decide to analyze these two investing periods?Examples of the market chasing companies pursuing growth at any cost What do you think drove active fund managers to snap up growth stocks as valuations skyrocketed?How can individual investors spot a bubble?Tech Bubble damageWhat surprised you when you compared the Dot-Com and Tech Bubbles?How did the interest rate environments play a role?  Read about topics from this episode.  For Growth Managers, History Repeats ItselfWant to Invest Successfully? Quit Trying to Make Sense of It  What to watch from Morningstar.What to Do as Recession Fears Grip InvestorsJust Where’s the U.S. Economy Headed?Active ETFs Take Off –– 3 Ideas for InvestorsBerkshire Hathaway: 4 Questions and 5 Cheap Stocks  Read what our team is writing:Ivanna HamptonJack Shannon Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Mark Miller, a Morningstar contributor, and author of “Retirement Reboot,” discusses the debate over whether HSAs are the right path to expand affordable healthcare.Home Depot Gets HitInvestors Should Wait on TargetWalmart Wows in Economic Environment  Shopping for a 529 Plan?HSA Boost in 2024New HSA ContributionsHSAs May Work Best as Tax SheltersUsing HSAs in New WaysPaths to Healthcare CoverageHow To Recession-Proof Your Portfolio Read about topics from this episode.  Walmart Earnings: Solid Sales as Chain Benefits from Consumers’ Focus on ValueTarget Earnings: Theft, Mix Weigh on Earnings, but Distribution Improvements Should Help in Long TermHome Depot Earnings: Tough Macro Environment Weighs on Sales Momentum529 Tax Benefits: How Does Your State Stack Up?HSAs May Work Best as Tax SheltersWhat’s the Best-Performing Asset Type During a Recession? What to watch from Morningstar.Just Where’s the U.S. Economy Headed? Active ETFs Take Off –– 3 Ideas for InvestorsBerkshire Hathaway: 4 Questions and 5 Cheap StocksMorningstar Investment Conference: Recession Risks and the Markets  Read what our team is writing:Ivanna HamptonMark MillerChristine Benz Susan Dziubinski  Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, discusses the U.S. debt ceiling, banking sector crisis, and strong jobs market.IntroductionDisney’s Disappointing Fiscal Q2 PayPal Strong Start to 2023Shopify’s Stellar Quarter Talk about where it looks like inflation is headed.  -What are your thoughts on whether we're headed toward an 11th interest rate hike or a pause?What's happening in the jobs market?What is the debt ceiling and how does it work?Are there any other areas that people should be looking out for if debt default were to happen?What kind of fallout will recent bank failures have on the economy?3 Inflation-Fighting ETFsRead about topics from this episode.  Disney Earnings: Smaller Streaming Losses Are Nice, but Subscriber Growth Needs ReinvigoratingPayPal Earnings: Growth Picks Up, Strong Margin ImprovementShopify Earnings: Strong Results as Revenue and Profitability Top ExpectationsFed’s Powell Hints at—but Doesn’t Commit to—a Pause After the Latest Rate HikeWhen Will the Fed Start Cutting Interest Rates?What Will the Upcoming GDP Report Show About the U.S. Economy? What to watch from Morningstar.Active ETFs Take Off –– 3 Ideas for InvestorsBerkshire Hathaway: 4 Questions and 5 Cheap StocksMorningstar Investment Conference: Recession Risks and the MarketsPlanning to Retire Soon? Flexibility and Spending Count Read what our team is writing:Ivanna HamptonPreston CaldwellDaniel Sotiroff Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses what costs can tell investors about a fund’s success.IntroductionApple outperforms in iPhone and servicesSoFi Technolgies benefit from more deposits and rising interest ratesFord's first-quarter earnings beat estimatesCoinbase’s losses narrowThe Active ETF boom & 3 investment ideasBest Practices for Tax-Efficient Portfolio Management Read about topics from this episode. Apple Earnings: Hardware Headwinds Look Ominous; Stock Overvalued Versus $150 Fair Value EstimateSoFi Earnings: Deposit Growth Drives Net Interest Income Higher, but Growth Slows SequentiallyFord Earnings: Strong Year-Over-Year Improvement and a Cash-Rich Balance Sheet Are Good to SeeReducing Fair Value Estimate for CoinbaseThe New Frontier of Active InvestingMichael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning What to watch from Morningstar.Berkshire Hathaway: 4 Questions and 5 Cheap StocksMorningstar Investment Conference: Recession Risks and the MarketsPlanning to Retire Soon? Flexibility and Spending CountWhere Can the Automotive Industry Go From Here?: Part Two  Read what our team is writing:Ivanna HamptonBryan Armour Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Gregg Warren, a senior stock analyst for Morningstar Research Services, talks about Berkshire’s excess cash and whether the firm’s class B stock is a buy. Timestamps:Facebook and Instagram parent Meta has reported first-quarter growth.Microsoft reported a strong fiscal third quarterE-commerce and advertising growth drove Amazon's first-quarter results.Southwest Airlines’ first quarter results arrived as expected.Berkshire Hathaways' annual meetingsWhat are you listening for at this weekend's meeting?Charlie Munger issued a warning about commercial property loans Do you see Munger and Buffett doing something during this banking crisis?What has Warren Buffet done during past recessions and what can investors learn from him?Berkshire Hathaway stocks offer two types, Class A and Class B. What are the similarities and what are the differences?What are a few stocks in Berkshire's portfolio that Morningstar considers undervalued?4 Great Dividend Funds Read about topics from this episode.  Meta Earnings: Reels Monetization Becoming a Reality While Network Effect Remains IntactMicrosoft Earnings: All-Around Strength, Including Azure, Demonstrates ResiliencyAmazon Earnings: E-Commerce and Advertising Drive Good Quarter While AWS Decelerates FurtherSouthwest Airlines Earnings: Pivots Some Capacity and Takes Unit Cost Hit, Most of It Is TemporaryIs Berkshire Hathaway Stock a Buy Today?10 Questions for Berkshire Hathaway’s 2023 Annual Meeting What to watch from Morningstar.Morningstar Investment Conference: Recession Risks and the MarketsPlanning to Retire Soon? Flexibility and Spending CountWhere Can the Automotive Industry Go From Here?: Part TwoWhere Can the Automotive Industry Go From Here?: Part One  Read what our team is writing:Ivanna HamptonGreggory Warren  Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, and Tom Lauricella, chief markets editor for Morningstar Inc., discuss several conference themes, including the banking crisis, bonds, and growth stocks.What was the overall sentiment about the markets and risks of a recession? Highlights from PIMCO’s Dan Ivascyn’s viewpoint on bonds Growth stocks outlook Insights from Schwab’s Liz Ann Sonders on global challenges’ impacting marketsTakeaways from Former U.S. Treasury Secretary Larry Summers on banking crisis, soft landing, and debt ceiling debate International stocks outlook Highlights from NYU finance professor Aswath Damodaran on ESG and calls for improvement Lessons from dot-com bubble and financial crisis that could apply today What themes emerged from the conference?What surprised you at the conference this year?  Read about topics from this episode.  When Will the Fed Start Cutting Interest Rates?Climate Tech Opportunities Attract Investors Should You Be Worried About the Health of Social Security? Don’t Fight the Fed Social Security Planning for Married Couples What’s Ahead for Vanguard in 2023 7 Cheap EV Supply Chain Stocks What’s Ahead for BlackRock in 2023   What to watch from Morningstar.Planning to Retire Soon? Flexibility and Spending CountWhere Can the Automotive Industry Go From Here?: Part TwoWhere Can the Automotive Industry Go From Here?: Part OneHow Do Vanguard’s Target-Date Funds Stack Up?  Read what our team is writing:Ivanna HamptonTom LauricellaRussel Kinnel  Follow us on social media.Russel Kinnel on Twitter: @RussKinnelIvanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Leslie Norton, Morningstar Inc’s editorial director for sustainability, talks about Earth Day 2023 and sustainable investing.  JPMorgan Chase’s Profits Look StrongDelta’s Soaring Operating CostsWarner Bros. Releasing “Max”Investment in Climate TechThe Inflation Reduction Act and Greenhouse Gas EmissionsCarbon Tech’s Record-Breaking YearTough Market Climate for Climate TechWhat Should Investors Know About Sustainable Investing and Earth Day?Earth Day 2023 coverage on Morningstar.com  Can You Retire Soon? Read about topics from this episode.  JPMorgan Beats Earnings, Grows Deposits, and Raises Revenue Outlook.Warner Bros. Discovery’s Has In-Line End to 2022 Delta Earnings: Postpandemic Wanderlust and Pinched Capacity Offer a Rare Opportunity for AirlinesEarth Day 2023: 3 Food and Agriculture Stocks to Add to Your Shopping Basket  Earth Day 2023: Can’t Plant a Tree? These 2 Lumber Stocks Score High on Sustainability  Earth Day 2023: 6 Top-Rated Funds From Sustainable-Investing Pioneers  Earth Day 2023: What to Know About Carbon-Capture Technologies How Worried Should New Retirees Be About Market Losses and High Inflation?What’s a Safe Withdrawal Rate Today? What to watch from Morningstar.Where Can the Automotive Industry Go From Here?: Part Two Where Can the Automotive Industry Go From Here?: Part OneHow Do Vanguard’s Target-Date Funds Stack Up?Why the Nasdaq 100 Isn’t a Particularly Good Investment  Read what our team is writing:Ivanna HamptonLeslie Norton  Follow us on social media.Leslie Norton on Twitter: @leslienortonnycIvanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.