Russel Kinnel's guest appearances

Russel Kinnel

The Meb Faber Show

The Long View

Daniel Crosby

Jeremy Grantham

Jonathan Clements

James Montier

Phil Huber

William Bernstein

Joe Davis

Ben Carlson

Steve Romick

Tim Ranzetta

David Lau

Jason Hsu

Rick Bookstaber

Cullen Roche

Ben Inker

OwlTail

Our guest today is Russ Kinnel‏. Russ is director of manager research for Morningstar Research Services and the longtime editor of the Morningstar FundInvestor newsletter. As part of his duties, Russ chairs the North America ratings committee that oversees and approves the Morningstar Analyst Ratings that Morningstar's manager research analysts assign to the funds they cover. A mainstay of our research efforts for years, Russ has authored a number of well-known and widely cited studies, including the annual “Mind the Gap” study of investor returns, and is frequently quoted in the financial media. Russ is a graduate of the University of Wisconsin-Madison, where he received his bachelor's degree in economics.BackgroundBioBooksAuthor Page Morningstar FundInvestor Related Articles“Environmental, Social, and Governance Investing,” Morningstar.com.“What Helen Young Hayes’ Departure Means to Janus,” by Russ Kinnel, April 21, 2003.“Lessons From the Bill Gross Saga,” by John Rekenthaler, Morningstar.com, Oct. 1, 2014.“Flows + Bloat = Headaches for Funds,” by Russ Kinnel, Morningstar.com, March 27, 2017.“Fink: BlackRock Continues to Evolve,” by Daniel Culloton, Morningstar.com, April 28, 2017.“Enhancement to Sustainability Rating Emphasizes Material ESG Risk,” by Jon Hale, Morningstar.com, Nov. 8, 2019. “Where the Medalists Are,” by Christine Benz and Russ Kinnel, Morningstar.com, Sept. 15, 2020.“The Best Fund Companies and Their Ratings,” by Russ Kinnel, Morningstar.com, Jan. 28, 2020.“Flowmageddon: Is it Time Yet?” by Russel Kinnel, Morningstar.com, July 24, 2020.“Mind the Gap: How Do Investor Returns Stack Up Against Total Returns?” by Amy C. Arnott, Morningstar.com, Aug. 18, 2020.“Can Bond Funds Grow Large More Gracefully Than Stock Funds?” by Christine Benz and Russ Kinnel, Sept. 22, 2020.“Farewell, Mutual Funds,” by John Rekenthaler, Morningstar.com, Jan. 21, 2021.“A Quick Survey of Investment Vehicles,” by Russ Kinnel, Morningstar.com, Jan. 20, 2021.

Our guest today is Russ Kinnel‏. Russ is director of manager research for Morningstar Research Services and the longtime editor of the Morningstar FundInvestor newsletter. As part of his duties, Russ chairs the North America ratings committee that oversees and approves the Morningstar Analyst Ratings that Morningstar's manager research analysts assign to the funds they cover. A mainstay of our research efforts for years, Russ has authored a number of well-known and widely cited studies, including the annual “Mind the Gap” study of investor returns, and is frequently quoted in the financial media. Russ is a graduate of the University of Wisconsin-Madison, where he received his bachelor's degree in economics.Background<a href="https://www.linkedin.com/in/russel-kinnel-70531034/" rel="nofollow" target="_blank">Bio</a><a href="https://www.amazon.com/Russel-Kinnel/e/B002AX5F2S%3Fref=dbs_a_mng_rwt_scns_share" rel="nofollow" target="_blank">Books</a><a href="https://www.morningstar.com/authors/35/russel-kinnel" rel="nofollow" target="_blank">Author Page</a> <a href="https://mfi.morningstar.com/" rel="nofollow" target="_blank">Morningstar FundInvestor</a> Related Articles“<a href="https://www.morningstar.com/esg" rel="nofollow" target="_blank">Environmental, Social, and Governance Investing</a>,” <a href="http://Morningstar.com" rel="nofollow" target="_blank">Morningstar.com</a>.“<a href="https://www.morningstar.com/articles/89675/what-helen-young-hayes-departure-means-to-janus" rel="nofollow" target="_blank">What Helen Young Hayes’ Departure Means to Janus</a>,” by Russ Kinnel, April 21, 2003.“<a href="https://www.morningstar.com/articles/667116/lessons-from-the-bill-gross-saga" rel="nofollow" target="_blank">Lessons From the Bill Gross Saga</a>,” by John Rekenthaler, <a href="http://Morningstar.com" rel="nofollow" target="_blank">Morningstar.com</a>, Oct. 1, 2014.“<a href="https://www.morningstar.com/articles/799331/flows-bloat-headaches-for-funds" rel="nofollow" target="_blank">Flows + Bloat = Headaches for Funds</a>,” by Russ Kinnel, <a href="http://Morningstar.com" rel="nofollow" target="_blank">Morningstar.com</a>, March 27, 2017.“<a href="https://www.morningstar.com/articles/805683/fink-blackrock-continues-to-evolve" rel="nofollow" target="_blank">Fink: BlackRock Continues to Evolve</a>,” by Daniel Culloton, <a href="http://Morningstar.com" rel="nofollow" target="_blank">Morningstar.com</a>, April 28, 2017.“<a href="https://www.morningstar.com/articles/954595/enhancement-to-sustainability-rating-emphasizes-material-esg-risk" rel="nofollow" target="_blank">Enhancement to Sustainability Rating Emphasizes Material ESG Risk</a>,” by Jon Hale, <a href="http://Morningstar.com" rel="nofollow" target="_blank">Morningstar.com</a>, Nov. 8, 2019. “<a href="https://www.morningstar.com/articles/1001655/index-funds-versus-active-funds" rel="nofollow" target="_blank">Where the Medalists Are</a>,” by Christine Benz and Russ Kinnel, <a href="http://Morningstar.com" rel="nofollow" target="_blank">Morningstar.com</a>, Sept. 15, 2020.“<a href="https://www.morningstar.com/articles/963319/the-best-fund-companies-and-their-ratings" rel="nofollow" target="_blank">The Best Fund Companies and Their Ratings</a>,” by Russ Kinnel, <a href="http://Morningstar.com" rel="nofollow" target="_blank">Morningstar.com</a>, Jan. 28, 2020.“<a href="https://www.morningstar.com/articles/993187/flowmageddon-it-time-yet" rel="nofollow" target="_blank">Flowmageddon: Is it Time Yet?</a>” by Russel Kinnel, <a href="http://Morningstar.com" rel="nofollow" target="_blank">Morningstar.com</a>, July 24, 2020.“<a href="https://www.morningstar.com/articles/998339/how-do-investor-returns-stack-up-against-total-returns" rel="nofollow" target="_blank">Mind the Gap: How Do Investor Returns Stack Up Against Total Returns?</a>” by Amy C. Arnott, <a href="http://Morningstar.com" rel="nofollow" target="_blank">Morningstar.com</a>, Aug. 18, 2020.“<a href="https://www.morningstar.com/articles/1001657/can-bond-funds-grow-large-more-gracefully-than-stock-funds" rel="nofollow" target="_blank">Can Bond Funds Grow Large More Gracefully Than Stock Funds?</a>” by Christine Benz and Russ Kinnel, Sept. 22, 2020.“<a href="https://www.morningstar.com/articles/1018487/farewell-mutual-funds" rel="nofollow" target="_blank">Farewell, Mutual Funds</a>,” by John Rekenthaler, <a href="http://Morningstar.com" rel="nofollow" target="_blank">Morningstar.com</a>, Jan. 21, 2021.“<a href="https://www.morningstar.com/articles/1017294/a-quick-survey-of-investment-vehicles" rel="nofollow" target="_blank">A Quick Survey of Investment Vehicles</a>,” by Russ Kinnel, <a href="http://Morningstar.com" rel="nofollow" target="_blank">Morningstar.com</a>, Jan. 20, 2021.

Russel Kinnel: 'Fear and Greed Are the Enemy of Good Investing'

We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every investor’s bookshelf.” But we made the second volume even better – we expanded it to include 41 hand-selected investment articles, written by some of the most respected money managers and investment researchers in the world. We thought it would be fun to bring on some of the authors so that they could read their specific chapter from the book. That’s what you’re getting in today’s special bonus episode. If you’re interested in picking up a copy of The Best Investment Writing, Volume 2, head on over to  Amazon or our publisher’s website, which is Harriman House. Also, know that your purchase would benefit charity, as all writer-proceeds go to the charity of the specific author’s choosing. So, enough from me, let’s let Russel take over with this special bonus episode.

We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every investor’s bookshelf.” But we made the second volume even better – we expanded it to include 41 hand-selected investment articles, written by some of the most respected money managers and investment researchers in the world. We thought it would be fun to bring on some of the authors so that they could read their specific chapter from the book. That’s what you’re getting in today’s special bonus episode. If you’re interested in picking up a copy of The Best Investment Writing, Volume 2, head on over to <a href="https://www.amazon.com/Best-Investment-Writing-Selected-investors/dp/0857196731/ref=pd_lpo_sbs_14_img_2?_encoding=UTF8&amp;psc=1&amp;refRID=SSRS4CCPV8S0NSGRG1Q9" rel="nofollow" target="_blank"> Amazon</a> or our <a href="https://harriman-house.com/bestinvestwriting2" rel="nofollow" target="_blank">publisher’s website</a>, which is Harriman House. Also, know that your purchase would benefit charity, as all writer-proceeds go to the charity of the specific author’s choosing. So, enough from me, let’s let Russel take over with this special bonus episode.

Bonus Episode: Russel Kinnel - Mind the Gap