Morningstar

Mentioned in 8 analyzed podcast episodes across 5 shows

A financial research and data company known for investment analysis, fund classification, and index methodology. Frequently cited by podcast hosts and guests as a trusted source for analyzing ETF portfolios, sector breakdowns, factor characteristics, and investment strategies. Notable for developing proprietary indices and coining industry terminology used in discussions about product strategy and investment classification.

Mentioned On

Marketplace Marketplace All-in-One Masters in Business Animal Spirits Podcast BiggerPockets Money Podcast

Episode Mentions

Marketplace · Apr 8, 2026

U.S. Treasurys aren't selling like they used to

“Investment research firm providing airline industry analysis and Delta performance commentary”

U.S. Treasury Market DynamicsForeign Investment in U.S. DebtFiscal Deficit and National Debt

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Marketplace All-in-One · Apr 8, 2026

U.S. Treasurys aren't selling like they used to

“Investment research firm providing analysis on Delta Airlines and airline industry dynamics”

U.S. Treasury Financing and Foreign Investment DeclineMacroeconomic Phases and Global Recession RiskFiscal Deficit and Debt Sustainability

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Marketplace · Mar 2, 2026

Overnight, a wartime economy

“Ben Slupecki, analyst, explained how shipping rerouting creates supply constraints and pricing benefits.”

Oil Market Shock and Energy PricingNatural Gas Supply Disruption (Qatar LNG)Strait of Hormuz Chokepoint Risk

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Marketplace All-in-One · Mar 2, 2026

Overnight, a wartime economy

“Ben Slupecki analyzed shipping company rerouting strategies and surcharge benefits”

Oil market shocks and energy price volatilityStagflation risk and monetary policy dilemmasGlobal supply chain resilience and diversification

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Masters in Business · Feb 26, 2026

At The Money: Diversifying with Managed Futures ETFs

“Ben Johnson cited for coining term 'spaghetti cannon' describing failed product launch strategies”

Managed Futures StrategiesHedge Fund ReplicationPortfolio Diversification

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Animal Spirits Podcast · Feb 23, 2026

Talk Your Book: Investing in Next Gen Tech Stocks

“Classification provider for QQQJ as mid-cap growth strategy; referenced for growth definition changes”

NASDAQ Next Gen 100 ETF (QQQJ) positioning and performanceMarket concentration risk in mega-cap tech stocksEqual-weight versus market-cap weighting strategies

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BiggerPockets Money Podcast · Feb 20, 2026

AVUV vs VTSAX: Why Small Cap Value Could Outperform

“Investment research platform used to analyze fund portfolios, sector breakouts, and factor characteristics”

Small Cap Value InvestingFactor-Based InvestingIndex Fund Construction and Algorithms

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BiggerPockets Money Podcast · Feb 17, 2026

Paul Merriman’s 4-Step Portfolio Strategy for Long-Term Wealth

“Builds its own small cap value index fund as alternative to Russell 2000 and other competing methodologies”

Index Fund Strategy and Asset Class DiversificationFactor-Based Investing and Non-Traditional Index FundsBuy-and-Hold vs. Market Timing Strategies

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