Investing Insights

Sarah Hansen, Morningstar Inc markets reporter, discusses how today’s market volatility could benefit investors who are focused on long-term investing. Mark Miller, Retirement Reboot author, calls the Medicare changes in 2024 at the pharmacy counter “the best news that few people seem to know about.” Apple’s Weak 2024 but Optimism for 2025 Amazon’s Impressive First Quarter Eli Lilly’s Better-Than-Expected Q1 Medicare's Falling Prescription Costs Why Are Medicare Prescription Costs Dropping? How Spending Caps Affect Seniors Expanded Access to Federal Assistance for Low-Income Seniors Will Interest Rates Stay Higher for Longer? How Have Interest Rates Weighed on Stocks? How Fewer Interest Rate Cuts Could Benefit Investors Key Takeaway Read about topics from this episode. Apple Earnings: A Weak 2024, but Optimism for 2025 Amazon Earnings: AWS Growth Accelerates and Profit Margins Improve Eli Lilly Earnings: Strong Weight-Loss Drug Sales Expand Margins I’m 65 and Still Working. Should I Enroll in Medicare? What Hot Inflation and Delayed Rate Cuts Mean for Investors What to watch from Morningstar. Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet? Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons? Make These Investing Moves Now for a Better Tax Day in 2025 3 Cheap Stocks to Watch in the Fight Over Sports Streaming Read what our team is writing: Ivanna Hampton Mark Miller Sarah Hansen Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve left higher interest rates in place and is changing its bond holdings. Alphabet’s First Dividend Boeing’s Focused on Recovering from Past Mistakes General Motors Strong Start to 2024 The Magnificent Seven Stock Divergence Apple’s Fallen from Last Year’s Rally How Apple Could Reverse the Slide Why Investors Are Changing Their Minds About Tesla Morningstar’s Outlook for Tesla Higher Interest Rates Stick Around Read about topics from this episode. Alphabet Shares Surge on Strong Earnings, Dividend Surprise Boeing Earnings: Paying for Mistakes Made Long Ago, Taking Back the Factory Floor GM Earnings: Strong Start to 2024 Is Good Sign for Rest of the Year Magnificent No More? Apple and Tesla Stocks Are Weighing on the Market With Sticky March PCE Inflation, When Will the Fed Hit Its 2% Target? What to watch from Morningstar. Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons? Make These Investing Moves Now for a Better Tax Day in 2025 3 Cheap Stocks to Watch in the Fight Over Sports Streaming How to Find a Great Dividend Fund Read what our team is writing: Ivanna Hampton Sarah Hansen Preston Caldwell Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Netflix’s Incredible First Quarter United Flew Just Above Morningstar’s Expectations An Investing Guide for Every Life Stage What is Life-Stage Investing? Early Career Accumulation When Would Roth Accounts Make Sense for an Investor? Why Mid-Career Accumulation Can Be More Complicated Financial Priorities of Mid-Career Accumulators Covered-Call ETFs and Passive Strategies How Do Covered Call and Buffer ETFs Work? Which Kind of Investors Are These Strategies Designed For? Downsides to Buffer ETFs and Covered Call ETFs? Tax Concerns What ETF Fees Are Costing Investors? Read about topics from this episode. Register for the Morningstar Investment Conference! An Investing Guide for Every Life Stage An Investing Road Map for Early Career Accumulators An Investing Road Map for Midcareer Accumulators Active ETFs are Soaring. Should You Invest? Should You Own a Covered-Call ETF Like JEPI? What to watch from Morningstar. Make These Investing Moves Now for a Better Tax Day in 2025 3 Cheap Stocks to Watch in the Fight Over Sports Streaming How to Find a Great Dividend Fund The 4% Retirement Rule is Just a Starting Point Read what our team is writing: Ivanna Hampton Margaret Giles Bryan Armour Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Sheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics’ director of stewardship Jackie Cook discusses three climate change resolutions this proxy-voting season, including one on Bank of America’s ballot. Tesla Appears It’s Focusing on Profits JPMorgan Chase Keeps Outlook Steady Climate Change Resolutions During Proxy-Voting Season Tax-Efficient Investing: 4 Moves to Make Now Read about topics from this episode. Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024 JPMorgan Earnings: Bumper Profits Driven by Strong Net Interest Income and Trading Revenue 4 Climate Votes That Matter in This Year’s Proxy-Voting Season What to watch from Morningstar. 3 Cheap Stocks to Watch in the Fight Over Sports Streaming How to Find a Great Dividend Fund The 4% Retirement Rule is Just a Starting Point New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy? Read what our team is writing: Ivanna Hampton Jackie Cook Sheryl Rowling Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Matthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve their financial situations. Netflix’s Dominance Disney, Fox, and Warner Bros. Discovery’s New Sports-Focused Streaming Service How Companies Can Expand into Streaming The Role of Sports in Streaming NBA TV Deal Why are Apple and Amazon Tough Competitors? Streaming Services With Compelling Growth Stories Streaming Company Stock Picks Read about topics from this episode. Morningstar Magazine Paramount and Warner Bros. Discovery: Uncertainty Surrounds Customer Choices for Streaming Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate What to watch from Morningstar. How to Find a Great Dividend Fund The 4% Retirement Rule is Just a Starting Point New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy? Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich Read what our team is writing: Ivanna Hampton Matthew Dolgin Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for. Dividend Income, Dividend Growth, and Dividend Income and Growth Dividend Fund Risks Should Dividend Yield Be a Top Priority? Dividend Funds vs Passive Options What Advantage Do Actively Managed Funds Have Over Broadly Diversified Passive Funds? How to Find a Great Dividend Fund Passively Managed Dividend Fund Picks Actively Managed Fund Picks Read about topics from this episode. What Makes a Great Dividend Fund? 3 Great International Dividend ETFs for 2024 The Best Dividend Funds What to watch from Morningstar. The 4% Retirement Rule is Just a Starting Point New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy? Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich What’s Surprising Some Retirees About Their Social Security Benefits? Read what our team is writing: Ivanna Hampton Daniel Sotiroff Todd Trubey Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending. Six Retirement Withdrawal Strategies that Stretch Savings What Has Changed with Retirement Withdrawal Rates? Trade Offs to a Conversative Start with Your Portfolio Risks and Benefits of Changing a Portfolio’s Stock Allocation Flexible Spending Strategies The Role of Guaranteed Income Key Takeaways Read about topics from this episode. Six Retirement Withdrawal Strategies that Stretch Savings Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule The Good News on Safe Withdrawal Rates The Best Flexible Strategies for Retirement Income What to watch from Morningstar. New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy? Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich What’s Surprising Some Retirees About Their Social Security Benefits? SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? Read what our team is writing: Ivanna Hampton John Rekenthaler Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

David Harrell, editor of Morningstar DividendInvestor newsletter, explains why some income-focused investors may skip adding two new dividend stocks, Meta and Salesforce, to their portfolios. Preston Caldwell, senior US economist for Morningstar Research Services, talks about why he expects more rate cuts than the Federal Reserve’s projections. Adobe’s Strong Q1 & Disappointing Forecast Do Salesforce and Meta Pay Dividends? Meta and Salesforce New Dividends What Can Meta and Salesforce Shareholders Expect? Will Meta and Salesforce Diversify the Pool of Dividend-Paying Stocks? Mega-Cap Stocks and Dividend Investing Why We Think 5 Interest-Rate Cuts Are Coming in 2024 Will Interest Rates Drop in 2024? When Will the Fed First Cut Interest Rates? Federal Reserve’s Longer-Term Outlook Read about topics from this episode. After Earnings, Is Adobe Stock a Buy, Sell, or Fairly Valued? What Stock Investors Need to Know About Meta’s New Dividend Salesforce Earnings: Firm Declares a Dividend Fed on Track for June Rate Cuts and More What to watch from Morningstar. What’s Surprising Some Retirees About Their Social Security Benefits? SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? Walmart Stock Split and Earnings Are Coming Up. What to Expect. Should You Bet on Online Gambling Stocks Now? Read what our team is writing: Ivanna Hampton Preston Caldwell David Harrell Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Tori Dunlap, the author of Financial Feminist, talks about why women should stop feeling guilty about their spending and why they should keep their finances separate from their partner’s. Her First $100K Loud Budgeting Why We Spend and How to Not Feel Guilty About It Should You Rent or Buy a Home? Women’s Economic Empowerment Financial Education as Protest Making More Women Rich How to Be Fearless When It Comes to Money Read about topics from this episode. The C-Suite Gender Pay Gap Persists. It’s Not About Pay Discrimination. Women Get Less Support Than Men For Key Board Roles The Percentage of Female Fund Managers Is Almost Exactly Where It Was 20 Years Ago What to watch from Morningstar. What’s Surprising Some Retirees About Their Social Security Benefits? SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? Walmart Stock Split and Earnings Are Coming Up. What to Expect. Should You Bet on Online Gambling Stocks Now? Read what our team is writing: Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Mark Miller, author of Retirement Reboot, explains why Social Security benefits are taxable, and how a bill aiming to eliminate taxes on Social Security would pay for the program. Read more about these topics from this episode. Salesforce Earnings: Firm Declares a Dividend https://www.morningstar.com/stocks/salesforce-earnings-firm-declares-dividend Snowflake Earnings: Revenue Outlook Disappoints; New CEO Taking Over https://www.morningstar.com/stocks/snowflake-earnings-revenue-outlook-disappoints-new-ceo-taking-over Macy’s Earnings: Another Strategic Plan Is Unveiled, but Sales Growth Elusive https://www.morningstar.com/stocks/macys-earnings-another-strategic-plan-is-unveiled-sales-growth-elusive Social Security Is Taxable? Don’t Be Caught Off Guard. https://www.morningstar.com/retirement/social-security-is-taxable-heres-how-determine-what-you-owe What to watch from Morningstar. SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? https://www.youtube.com/watch?v=WBVXw2Ih6qY How to Get the Most Out of Your Bond Investments https://www.youtube.com/watch?v=UNnt-eBXojg Should You Bet on Online Gambling Stocks Now? https://youtu.be/ltcMHu3RYYk?si=lfCgPUcU5Fvg19Uj When Will the Fed Finally Cut Rates? https://youtu.be/CcbUDKtnzNQ?si=n5Z2kbuHPPgW6CCN Could Company 401(k)s Go the Way of IBM? https://youtu.be/QAxokyStJ3o?si=_18V0O8syb1otbor Read what our team is writing: Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Walmart shares are overvalued, but Nvidia and Home Depot are fairly valued. Warren Buffet’s Berkshire Hathaway released its 13F for Q42023, and only two ETFs were on it – one of them earns the coveted Gold rating. Walmart’s Q4 Exceeded Expectations Nvidia’s Stellar Quarter and AI Demand Home Depot Felt Macro Pressures in Q4 Berkshire Hathaway Releases Its 13F SPY and VOO People and Process Pillar Ratings Why Does Vanguard Have a Better Rating? Structural Differences Between SPY and VOO Outlook for Vanguard in 2024 Vanguard’s 2024 International Business Outlook Advice in 2024 Read about topics from this episode. Walmart Earnings: Low Prices Winning Over Customers, Who Are Spending More Nvidia Earnings: Revenue Boom Fuels AI Hype Home Depot Earnings: Prudently Navigating Macro Pressures With Strategic Execution Berkshire Hathaway 13F Filing: More Sells Than Buys in Quieter Q4 Vanguard S&P 500 ETF Still Sets a High Bar for Index-Tracking What’s in Store for Vanguard’s Funds, ETFs, and More in 2024 What to watch from Morningstar. Walmart Stock Split and Earnings Are Coming Up. What to Expect. Should You Bet on Online Gambling Stocks Now? When Will the Fed Finally Cut Rates? Could Company 401(k)s Go the Way of IBM? Read what our team is writing: Ruth Saldanha Mo'ath Almahasneh Daniel Sotiroff Susan Dziubinski Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Maciej Kowara, strategist for Morningstar Research Services, and Alec Lucas, director of manager research for Morningstar Research Services, talk about what surprised them about their research about bond investments. Typical Bond Portfolio How to Create Portfolio Optimized for Best Risk-Adjusted Returns Sharpe-Optimized Portfolio Bank Loans and Corporate Bonds Why Should Investors Trust This Portfolio? Risk-Adjusted Portfolio vs. 60/40 Portfolio How Investors Can Use Our Research What Could Go Wrong with a Risk-Adjusted Portfolio? Read about topics from this episode. How to Invest Better With Bonds 3 Bond Funds for All Yield Seasons The Best Bond ETFs What to watch from Morningstar. Walmart Stock Split and Earnings Are Coming Up. What to Expect. Should You Bet on Online Gambling Stocks Now? When Will the Fed Finally Cut Rates? Could Company 401(k)s Go the Way of IBM? Read what our team is writing: Ivanna Hampton Maciej Kowara Alec Lucas Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Noah Rohr, equity analyst for Morningstar Research Services, explains how Walmart’s stock split will work, and what he’s looking for in the retailer’s earnings report. Sylvester Flood, senior product manager for Morningstar Inc, tells Ruth Saldanha, editorial manager for Morningstar Research Inc, why the demand for spot bitcoin ETFs is expected to grow. Disney’s Climbing Margins in Q1 Ford’s Cutting Costs After UAW Strike CVS 2024 Outlook Trimmed Walmart Stock Split Why Is Walmart Splitting Its Stock? Will This Stock Split Help Investors? What to Look for in Walmart’s Earnings Walmart Stock Spot Bitcoin ETFs How Much Money Went Into The Spot Bitcoin ETF Launch? ETF Flows How to Calculate ETF Flow Numbers New Net Money vs. Flow from One ETF to Another ‘Easy Button’ for Advisors Investing in Bitcoin Read about topics from this episode. Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain Ford Earnings: Pricing Eases UAW Strike Damage CVS Earnings: Outlook Trimmed Due to Elevated Medical Utilization In Medicare Advantage Business Walmart Earnings: Top Line Expands as Consumers Seek Value Amid Tighter Economic Conditions Spot Bitcoin ETFs Are Here. Should You Invest? What to watch from Morningstar. Should You Bet on Online Gambling Stocks Now? When Will the Fed Finally Cut Rates? Could Company 401(k)s Go the Way of IBM? Why Now Is the Time for Value Investing Read what our team is writing: Ivanna Hampton Noah Rohr Ruth Saldanha Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Dan Wasiolek, a senior equity analyst for Morningstar Research Services, discusses the exciting opportunity to invest in gambling stocks. Larry Swedroe, author and Morningstar contributor, explains why chasing market performance and factoring in political beliefs into investing decisions can cost investors. Meta’s First Dividend Boeing on Pause for Quality Control Novo Nordisk’s Strong Sales in Q4 The Gaming Industry and Online Gambling Flutter on the NYSE FanDuel vs. DraftKings Online Sports Betting Gambling Stocks 3 Investing Lessons Investors Can Start Practicing Today Don’t Go Chasing Market Performance Why Do We Diversify? Do Your Political Beliefs Influence How You Invest? Read about topics from this episode. Meta Earnings: Strong Ad Growth, First Dividend Supercharge Stock Price Boeing Earnings: Quality Puts a Pause on 737 MAX Expansion Novo Nordisk Earnings: Strong Outlook Supported by Expanding Pipeline DraftKings Earnings: Robust Sales and Profit Outlook Dealt as Platform Wins With Customers 12 Lessons the Market Taught Investors in 2023 What to watch from Morningstar. When Will the Fed Finally Cut Rates? Could Company 401(k)s Go the Way of IBM? Why Now Is the Time for Value Investing AI Can Help Restaurants Innovate, But Will It Deliver Profits? Read what our team is writing: Ivanna Hampton Dan Wasiolek Larry Swedroe Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Interest rates could likely be coming down, we discuss when, and we also talk about how much an ETF costs. And as the Magnificent Seven results start to roll in, are some of these stocks a buy? 00:33 Tesla’s Slower Growth in 2024 01:37 Verizon’s Strong Q4 02:36 Netflix’s Booming Subscriber Growth 03:31 The Total Cost of Owning an ETF 04:19 Why Do the Costs of ETFs Vary? 04:49 How Should Investors Measure ETF Holding Costs? 05:39 Tracking Costs vs Tracking Error 06:21 What Are Transaction Costs? 06:51 Holding Costs vs Transaction Costs 07:45 Fed Unlikely to Cut Interest Rates in March, but What About May? Read about topics from this episode. Tesla Earnings: Slower Growth Expected in 2024 Verizon Earnings: Stellar Cash Flow and Pricing Discipline Bode Well Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate What Is the Total Cost of Owning an ETF? When Will the Fed Start Cutting Interest Rates? What to watch from Morningstar. Could Company 401(k)s Go the Way of IBM? Why Now Is the Time for Value Investing AI Can Help Restaurants Innovate, But Will It Deliver Profits? Betting Big on Stocks Rarely Beats Boring Investing Read what our team is writing: Ruth Saldanha Zachary Evens Preston Caldwell Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

John Rekenthaler, vice president of research for Morningstar Research Services, discusses IBM’s 401(k) plan change and why many workers would want something similar. Nic Owens, an industrials equity analyst for Morningstar Research Services, talks about how Boeing’s 737 safety issues affect the company’s outlook and stock. Taiwan Semiconductor Manufacturing’s Improved Outlook Citigroup’s Disappointing Q4 BP’s New CEO IBM Retirement Accounts IBM’s Retirement Benefit Account vs 401(k) Match Plan Why Did IBM Switch from a 401(k) Match to the Retirement Benefit Account? Advantages and Disadvantages Will Other Companies Follow IBM’s Lead? Boeing’s Manufacturing Flaws FAA Safety Alert Targets Older Boeing 737s How Is Boeing Improving Safety Standards? Boeing Stock Outlook Read about topics from this episode. Taiwan Semiconductor Earnings: Upbeat Guidance and Lower 2024 Capital Expenditure Encouraging Citigroup Earnings: Turnaround Remains Complex, Expense Management Is Promising Despite Trimming Some Targets, BP Still Holds One of the More Aggressive Transition Strategies Boeing: We Quantify the Fallout from 737 Manufacturing Defects Between $1 and $30 Per Share Has IBM Built the Next Generation’s 401(k) Plan? What to watch from Morningstar. Why Now Is the Time for Value Investing AI Can Help Restaurants Innovate, But Will It Deliver Profits? Betting Big on Stocks Rarely Beats Boring Investing 5 Pieces of Good News for Investors as 2023 Wraps Up Read what our team is writing: Ivanna Hampton John Rekenthaler Nicolas Owens Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Sarah Hansen, Morningstar Inc markets reporter, talks about different scenarios that could provide a boost to value investing in 2024. Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains why spot bitcoin ETFs are the best option on the fund market for bitcoin investors. 00:45 BlackRock’s Earnings Surpassed Morningstar’s Expectations 01:48 Coinbase Benefits from Higher Trading Revenue 02:58 Should You Invest in Spot Bitcoin ETFs? 03:36 Spot Bitcoin ETF vs Bitcoin Futures ETF 05:05 Bitcoin Risks to Investors 06:15 What Investors Should Consider Before Buying a Spot Bitcoin ETF 08:51 Could Value Stocks Take the Lead in 2024? 09:57 Value Stocks vs Growth Stocks 10:54 Opportunities for Investors 11:54 Are Value Stocks Making a Comeback? Read about topics from this episode. BlackRock Earnings: GIP Acquisition Provides a Boost to Improving AUM Growth Forecast Is Coinbase Stock a Buy, a Sell, or Fairly Valued? Spot Bitcoin ETFs Are Here. Should You Invest? Will Value Stocks Take the Lead In 2024? What to watch from Morningstar. AI Can Help Restaurants Innovate, But Will It Deliver Profits? Betting Big on Stocks Rarely Beats Boring Investing 5 Pieces of Good News for Investors as 2023 Wraps Up Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone Read what our team is writing: Ivanna Hampton Sarah Hansen Bryan Armour Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Sean Dunlop, an equity analyst for Morningstar Research Services, talks about how some restaurants are using artificial intelligence to tailor their menus to customers’ tastes and whether tip-flation is here to stay. Tech and the Restaurant Industry Can AI Speed Up Tech Evolution? How Digital Adoption Can Grow Bottom Lines "Tipflation” Frustration Loyalty Programs Lead to Higher Customer Spending Social Media and Advertising Buzz Restaurant Industry Forecast for 2024 Restaurant Stock Opportunities Read about topics from this episode. Toast Earnings: Shares Fall on Lofty Expectations and Slowing Restaurant Sales and Are Now Cheap Restaurant Brands Earnings: Global Systemwide Sales Growth Encouraging, Modest Development Hiccup Yum Earnings: Digital Strength and Value Orientation Should Defend Results Despite Tough Backdrop Wendy’s Earnings: Solid Digital and International Progress Encouraging; Shares Slightly Cheap 7 Charts On the AI Stock Boom One Year After ChatGPT’s Launch Where Are the Growth Opportunities in AI Investing? What to watch from Morningstar. Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds? Timing the Market Doesn’t Work — We Did the Math Make the Most of Your HSA Benefits and Investments in 2024 Read what our team is writing: Ivanna Hampton Sean Dunlop, CFA Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Jack Shannon, a senior manager research analyst for Morningstar Research Services, explains why some active fund managers’ bets on their highest conviction stock picks paid off, but their portfolio performance may not have shown it. What is a “Big Bet”? Active Managers Are Increasing Their Big Bets Did Big Bets Help or Hurt Portfolios? Wagering and the Magnificent Seven Can Market Concentration Explain Big Bets? Best and Worst Bets Over the Last 25 Years Did Winning Stock Pickers Beat The Benchmark Again? Key Takeaway for Investors Read about topics from this episode. The Best and Worst Mutual Fund Bets of the Past 25 Years How Have the Magnificent Seven’s Earnings Been Looking? Here’s Why Active ETFs Are So Hot Right Now Large-Growth Active Fund Managers Have Faced an Uphill Battle 10% Stock Weights Are No Longer Shocking for Funds. Should They Be? What to watch from Morningstar. Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds? Timing the Market Doesn’t Work — We Did the Math Make the Most of Your HSA Benefits and Investments in 2024 Read what our team is writing: Ivanna Hampton Jack Shannon Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Tom Lauricella, Morningstar Inc’s global markets editor and Smart Investor newsletter editor, discusses some of this year’s biggest headlines including the Federal Reserve signaling an end to hiking interest rates, the bond market’s performance, and the AI boom. What to Expect from the Fed in 2024 Inflation and Housing Dropping Bond Yields The Magnificent Seven Stocks Nvidia Stock vs Cisco Stock Who Is Next to Benefit from AI? Outlook for Obesity Drug Stocks The Bond Market in 2023 2024 Outlook Read about topics from this episode. Fed Inches Closer to 2024 Rate Cuts How Have the Magnificent Seven’s Earnings Been Looking? Nvidia 2023 vs. Cisco 1999: Will History Repeat? 7 Charts On the AI Stock Boom One Year After ChatGPT’s Launch Obesity Drug Stocks: Where to Invest Now The 4 Biggest Market Stories of 2023 — and What’s Next in 2024 What to watch from Morningstar. Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds? Timing the Market Doesn’t Work — We Did the Math Make the Most of Your HSA Benefits and Investments in 2024 Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays Read what our team is writing: Tom Lauricella Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/