The Long View

O’Shaughnessy Ventures’ founder and CEO shares his perspectives from a career spanning both public and private markets and his relentless pursuit of knowledge.

Vanguard’s Global Head of Fixed Income on bonds’ role in a portfolio, income opportunities, credit risks, and the outlook for fixed-income markets.

The author of ‘Checklist for My Family’ on how to organize personal, financial, and legal information for your loved ones.

The founder and editor of Accredited Investor Insights on performance measurement, disclosure issues, and liquidity considerations for private equity and private credit.

Two financial planners share tax-smart strategies for before and during retirement.

Vanguard’s head of behavioral economics research on the power of default options, how investors change as they get older, and the future of financial advice.

The financial strategist and author discusses key principles for assembling a successful portfolio, concentration risk in the US market today, and why he’s an evangelist for ‘defined-duration’ investing. 

Some of our favorite clips from interviews with authors, financial planners, and retirement researchers over the past year.

Some of our favorite clips from interviews with portfolio managers, economists, and investment researchers.

A veteran manager assesses which parts of the muni market appear attractive, the pros and cons of buying individual munis, and which municipalities he’s avoiding.

The author, speaker, and family caregiver on aging successfully, new options for housing later in life, navigating family relationships, and more.

The author and investment advisor on the danger of chronic deficits, the importance of central bank independence, warning signs in private credit, and why he’s still optimistic about America’s future.

A seasoned analyst opines on active fixed-income management, private debt investments, and the evolution of an asset class.

The author, podcast host, and financial advisor discusses how to avoid a letdown after retirement, how retired couples can find harmony, and other secrets to maximizing well-being later in life.

Ritholtz Wealth Management’s chief market strategist shares her framework for sussing out signal from market noise, her take on AI’s long-term impact on the economy and markets, and investing lessons learned from her own personal experience.

The journalist and author shares her personal story and gives practical tips for helping a parent through healthcare and financial challenges.

The authors of a new book about money and relationships discuss the importance of understanding each partner’s money history and defining ‘enough.’

The author and advisor to financial advisors discusses some of his favorite money-related sketches, the ‘fake advice industry,’ and how to have better conversations about money.

An investor and policymaker emphasizes the importance of alternative strategies in an uncertain macro environment.

The author and ‘workplace futurist’ discusses the challenges of retirement for this generation, the viability of Social Security, and the benefits and limitations of working longer.