Excess Returns  cover image

The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing

Excess Returns

00:00

Shifting Economic Landscapes: Analyzing Consumer Impact and Investment Strategies

This chapter examines the contrasts between the 2008 financial crisis and today's economic environment, emphasizing the role of consumer behavior in market volatility. It also delves into investment strategies tailored to sector performance, providing insights for active management in a changing economy.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app