Free Daily Podcast Summary
Investing Insights: Daily Summaries Delivered
by Morningstar
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago15 min
AI ETFs Are on the Rise. Are They Worth the Risk?
It's hard to escape the artificial intelligence hype. It's everywhere. Companies are adopting AI into their processes. Many people are talking to chatbots. And investors are making bets on which firms or themes will win. But do you need to own an AI ETF to benefit from the boom? Or do you already have enough exposure? Morningstar's associate director of US passive strategies research Dan Sotiroff has investigated whether the additional volatility of an ETF focused on AI is worth the risk. For the Best Long-Term Bet in the AI Economy, Look to the Past On this episode: 00:00:00 Welcome 00:01:16 How AI shapes broad market ETFs 00:03:53 Are there still opportunities for smaller companies as large tech firms dominate? 00:05:12 What to know about thematic AI ETFs 00:08:59 Are ETFs the ideal way to invest in AI? 00:10:33 ETF picks for getting AI exposure 00:13:38 What to keep in mind about the AI tech trend Watch more from Morningstar: Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup What Investors Should Watch for in the Second Half of 2026 Dividend Investing: How to Find the Right Balance Between Income and Growth Follow Morningstar on social: Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/ LinkedIn: https://www.linkedin.com/company/morningstar/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- 1 weeks ago10 min
Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
Consider getting your IRA in shape this summer instead of waiting for the calendar to flip to next year. A midyear checkup could help you optimize your retirement account to benefit from its tax advantages sooner than later. Morningstar's FundInvestor newsletter has highlighted investment ideas for folks who want to keep it simple, maximize tax advantages, or strive for capital appreciation. Morningstar's senior principal of ratings Russ Kinnel shares his favorite fund ideas for an IRA. IRA Favorites for Your Retirement Saving Plan On this episode: 00:00:00 Welcome 00:01:16 IRA basics and how Russ Kinnel invests in his IR 00:01:58 One-stop fund favorites for keeping it simple 00:03:45 Funds for maximizing tax advantages 00:06:38 Ideas to take the most advantage of tax-free compounding by focusing on capital appreciation 00:08:44 Could the funds also work in a Roth IRA? Watch more from Morningstar: What Investors Should Watch for in the Second Half of 2026 Dividend Investing: How to Find the Right Balance Between Income and Growth Are Mutual Funds Becoming Obsolete? Follow Morningstar on social: Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/ LinkedIn: https://www.linkedin.com/company/morningstar/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- 2 weeks ago18 min
What Investors Should Watch for in the Second Half of 2026
Market volatility tends to challenge investors' willpower to stick to their plan. That's understandable because it tends to be easier to say you will focus on the long-term until uncertainty emerges. Geopolitics and artificial intelligence stirred up their share of highs and lows in 2026. What lessons can you learn from past market-moving events to stay invested? And where are the opportunities in the second half of the year? Dominic Pappalardo is the chief multi-asset strategist for Morningstar Wealth. It's part of registered investment advisor, Morningstar Investment Management. What’s Ahead in 2027 and Beyond for Inflation, Fed Rate Cuts, and More On this episode: 00:00:31 Welcome 00:01:18 Stock market's first six months of 2026 00:01:41 Events driving this year's market highs and lows 00:06:02 Staying invested during drawdowns and volatility 00:10:04 Morningstar's mid-year market outlook 00:12:19 Fixed-income and equity sector opportunities 00:14:55 Investor takeaways for the second half of 2026 Watch more from Morningstar: Dividend Investing: How to Find the Right Balance Between Income and Growth https://www.morningstar.com/podcasts/investing-insights/dividend-investing-how-find-right-balance-between-income-growth-2 Are Mutual Funds Becoming Obsolete? https://www.morningstar.com/podcasts/investing-insights/are-mutual-funds-becoming-obsolete-2 Brace Your Portfolio for Mega-IPOs https://www.morningstar.com/podcasts/investing-insights/brace-your-portfolio-mega-ipos-2 Follow Morningstar on social: Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/ LinkedIn: https://www.linkedin.com/company/morningstar/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Jun 26, 202615 min
Dividend Investing: How to Find the Right Balance Between Income and Growth
There's just something about dividends. The popular investing strategy attracts retirees and other investors who need regular cash payouts, as well as those who like the tangible return dividends represent, even if they are reinvesting those distributions back into their portfolio. But what are the tradeoffs, and are they worth it? It depends on who you ask. From the pages of the Q2 2026 issue of Morningstar Magazine, several specialists argue against chasing higher yield. Instead, they encourage investors to balance dividends and total return. Jerry Kerns, who's the editor in chief, joins Investing Insights to discuss the magazine’s spotlight. Featured Article: Subscribe to Morningstar Magazine On this episode: 00:00:00 Welcome 00:01:35 What dividend investing is and its appeal 00:03:55 Yield chasing trade-offs and dividend cut signals 00:07:47 Why consider buyback yield alongside dividend yield 00:09:44 Dividend stocks Morningstar analysts find attractive 00:10:45 Gold-rated funds and insights into the strategies 00:12:00 How income investors can strike the right balance Watch more from Morningstar: Are Mutual Funds Becoming Obsolete? https://www.morningstar.com/podcasts/investing-insights/are-mutual-funds-becoming-obsolete-2 Brace Your Portfolio for Mega-IPOs https://www.morningstar.com/podcasts/investing-insights/brace-your-portfolio-mega-ipos-2 The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You https://www.morningstar.com/podcasts/investing-insights/portfolio-that-has-been-beating-classic-6040-why-it-matters-you-2 Follow Morningstar on social: Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/ LinkedIn: https://www.linkedin.com/company/morningstar/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Jun 19, 202619 min
Are Mutual Funds Becoming Obsolete?
Bryan Armour, Morningstar’s director of ETF and passive strategies research for North America, and Dan Sotiroff, Morningstar’s associate director of US passive strategies research, explain why ETFs and collective investment trusts or CITs are challenging mutual funds. How Active ETFs Are Reshaping Fund Fees On this episode: 00:00:00 Welcome 00:01:30 How ETFs and mutual funds are alike and different 00:03:34 What investors prefer now 00:06:10 Cases when owning a mutual fund instead of an ETF could be beneficial 00:09:58 Are ETFs still synonymous with passive investing? 00:12:33 Notable names behind the active ETF launches 00:14:58 Are mutual funds an endangered species? Watch more from Morningstar: Brace Your Portfolio for Mega-IPOs The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You The Best Opportunities for Fund Investors Today Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Jun 12, 202613 min
Brace Your Portfolio for Mega-IPOs
2026 is the year of the mega-IPO. SpaceX, Anthropic, and OpenAI are working their way through the pipeline as anticipation builds for their blockbuster debuts. Elon Musk’s conglomerate is leading the shift from private to public markets. Demand is appearing to skyrocket to buy the companies the moment their stocks are publicly available. But is that the right move if you’re investing for the long term? Or are there better opportunities among stocks that are down on fears of AI competition, such as software as a service, or SaaS, stocks? These big private firms’ public arrivals will also affect index funds and 401(k)s. So what should you make of all this? Paul Condra is the global head of private markets research for PitchBook, a Morningstar company. He and his colleagues are presenting this topic at the upcoming Morningstar Investment Conference in Chicago. Why We Think the SpaceX IPO Is Overvalued On this episode: 00:00:00 Welcome 00:01:46 Why SpaceX, Anthropic, and OpenAI Are Going Public Now 00:03:10 Why Morningstar Values SpaceX at Half the IPO Price 00:04:34 How Retail Investors Should Approach Buying SpaceX Stock 00:05:56Anthropic's IPO and Its Trillion-Dollar Valuation 00:07:12 OpenAI's Broken Economics and IPO Prospects 00:08:47 New Index Rules and What They Mean for Your 401(k) Watch more from Morningstar: The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You https://www.morningstar.com/portfolios/portfolio-that-has-been-beating-classic-6040-why-it-matters-you The Best Opportunities for Fund Investors Today https://www.morningstar.com/funds/best-opportunities-fund-investors-today Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know https://www.morningstar.com/stocks/will-vacation-inflation-affect-your-summer-travel-heres-what-know Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Jun 5, 202613 min
The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You.
Don't underestimate the benefits of portfolio diversification. A well-diversified portfolio can ride waves of market volatility, and new Morningstar research found that's what happened in 2025. When uncertainty emerged at times during the generally bullish market, the report identifies which asset classes performed well, which didn't, and how the classic 60/40 portfolio fared. So, what are the biggest challenges for portfolio diversification today? Amy Arnott is one of the co-authors of the 2026 Diversification Landscape Report. Why Portfolio Diversification Has Paid Off—but More Isn’t Always Better On this episode: 00:00:00 Welcome 00:01:19 Market trends shaping investor sentiment in 2026 00:02:27 Leading and lagging asset classes year to date 00:03:15 Inside Morningstar's 2026 Diversification Landscape Report 00:04:11 60/40 vs. diversified test portfolio and how each performed 00:07:38 Rising inflation and what it means for bonds 00:10:48 How retirees and risk-averse investors can manage volatility Watch more from Morningstar: The Best Opportunities for Fund Investors Today Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know Bond ETF Flows Just Flipped. Here’s What It Means for You Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- May 29, 202611 min
The Best Opportunities for Fund Investors Today
Morningstar stamps what it thinks about a fund’s future with this Medalist Rating. You’ve probably seen a star with the word Gold, Silver, or Bronze next to a fund you were researching on Morningstar.com. This represents the fund’s Morningstar Medalist Rating. The manager research team recently reworked and simplified how they judge funds to create a simpler process for investors to understand. The new methodology also brings more transparency and stability. Some funds’ ratings rose, while others fell or held steady. What were the key factors that led to the upgrades and downgrades, and which funds gained or lost status? Morningstar Senior Principal of Ratings Russ Kinnel was in a room where it happened. Russ, who is also the editor of Morningstar FundInvestor, is here to talk about it. How Morningstar’s New Medalist Rating Methodology Affects 11 of America’s Largest Funds On this episode: 00:00:00 Welcome 00:01:33 Why Morningstar refreshed its Medalist Rating methodology 00:02:43 How the new criteria evaluate active and passive funds 00:03:07 Rating changes across fund categories and equity style boxes 00:04:09 Fidelity Contrafund, Pimco Income, and Vanguard Total Stock Market Index reviewed 00:06:25 Upgrades for target date, bank loan, and allocation funds 00:08:44 High fees trigger downgrades for some funds Watch more from Morningstar: Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know https://www.morningstar.com/stocks/will-vacation-inflation-affect-your-summer-travel-heres-what-know Bond ETF Flows Just Flipped. Here’s What It Means for You https://www.morningstar.com/bonds/bond-etf-flows-just-flipped-heres-what-it-means-you How Big Tech’s Bond Spree and Rising US Debt Are Creating Risks and Opportunities https://www.morningstar.com/bonds/how-big-techs-bond-spree-rising-us-debt-are-creating-risks-opportunities Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Get Investing Insights summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Thoughtful Money with Adam Taggart
Expert advice on building wealth and managing money from top financial professionals.
How I Invest with David Weisburd
Interviews with top institutional investors about their strategies and decision-making.
Odd Lots
Two financial journalists explore unusual market trends, economic quirks, and interviews with leading finance and economics thinkers.
Know Your Risk Podcast
A financial podcast exploring investment risk, portfolio strategies, and market insights beyond traditional Wall Street approaches.
Motley Fool Hidden Gems Investing
The Motley Fool
Bloomberg Intelligence
Analysis of Wall Street investments and company research from Bloomberg Intelligence experts.
Bloomberg Intelligence
Market analysis and financial insights from Bloomberg experts and newsmakers as Wall Street opens.
Get Started Investing
A beginner-friendly guide to investing, covering core concepts and real-life journeys through Q&As and personal stories.
Stock Movers
Daily analysis of top-performing and struggling stocks across global markets, covering major sectors and breaking investment news.
The Compound and Friends
A weekly discussion on business and investing with rotating guests offering expert analysis and opinions.
Your Money Guide on the Side
A podcast explaining personal finance and investing with expert guests and practical advice for beginners and experienced listeners.
Invest Like the Best with Patrick O'Shaughnessy
Interviews with top investors and business leaders reveal strategies and insights for smarter investing and decision-making.
About Investing Insights
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Investing Insights in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Investing Insights daily summary?
It's a free AI-powered email that summarizes new episodes of Investing Insights as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Investing Insights podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Investing Insights product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Morningstar.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does Investing Insights release new episodes?
Investing Insights publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does Investing Insights cover?
Investing Insights covers topics including News, Business, Entrepreneurship, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Investing Insights summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.