Ep 22 | Richard Bernstein | Are Investors Ignoring a More Powerful Secular Growth Theme than AI? | ROI Podcast

Richard Bernstein, CEO/CIO of Richard Bernstein Advisors, shares insights on pressing economic themes such as deglobalization and reindustrialization. He highlights how investors are overlooking significant growth opportunities beyond AI. Bernstein emphasizes the crucial need for modernization in the U.S. grid infrastructure to meet rising energy demands and forecasts a staggering $14 trillion capital requirement. He also addresses the Federal Reserve's challenges in managing inflation and the evolving landscape of profit growth, urging a long-term investment approach.