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John Rekenthaler: ‘The House Is With You When You’re Investing’

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Manage episode 463598644 series 2506692
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Our guest this week is our colleague, John Rekenthaler. John is retiring from Morningstar after 36 years. He was one of Morningstar’s early hires. Joe Mansueto and Don Phillips brought John on as a mutual fund analyst in 1988, and he rose to become the company’s vice president of research. He worked on many of Morningstar’s foundational methodologies, including the star rating and style box, and helped launch the retirement business. But he’s best known as author of “The Rekenthaler Report,” an investment column on Morningstar.com that has become one of the most popular and widely cited in investing in personal finance. John holds a BA from the University of Pennsylvania and an MBA from the University of Chicago. John, welcome back to The Long View.

Background

Bio

[email protected]

Farewell, for Now,” by John Rekenthaler, Morningstar.com, Nov. 12, 2024.

The Best (and Worst) of John Rekenthaler, in His Own Words,” by Emelia Fredlick, Morningstar.com, Jan. 24, 2025.

Other

Morningstar Style Box

Morningstar Ratings

Christine Benz and John Rekenthaler: How Much Can You Safely Spend in Retirement?The Long View podcast, Morningstar.com, Dec. 21, 2021.

Matt Levine

James Mackintosh

Greg Ip

Jason Zweig

William Bernstein

  continue reading

325 episodes

Artwork
iconShare
 
Manage episode 463598644 series 2506692
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Our guest this week is our colleague, John Rekenthaler. John is retiring from Morningstar after 36 years. He was one of Morningstar’s early hires. Joe Mansueto and Don Phillips brought John on as a mutual fund analyst in 1988, and he rose to become the company’s vice president of research. He worked on many of Morningstar’s foundational methodologies, including the star rating and style box, and helped launch the retirement business. But he’s best known as author of “The Rekenthaler Report,” an investment column on Morningstar.com that has become one of the most popular and widely cited in investing in personal finance. John holds a BA from the University of Pennsylvania and an MBA from the University of Chicago. John, welcome back to The Long View.

Background

Bio

[email protected]

Farewell, for Now,” by John Rekenthaler, Morningstar.com, Nov. 12, 2024.

The Best (and Worst) of John Rekenthaler, in His Own Words,” by Emelia Fredlick, Morningstar.com, Jan. 24, 2025.

Other

Morningstar Style Box

Morningstar Ratings

Christine Benz and John Rekenthaler: How Much Can You Safely Spend in Retirement?The Long View podcast, Morningstar.com, Dec. 21, 2021.

Matt Levine

James Mackintosh

Greg Ip

Jason Zweig

William Bernstein

  continue reading

325 episodes

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