WEALTHTRACK

Strategist Richard Bernstein on Successful Investment Themes of The Past and His Favorite One Now

Jul 3, 2024
Guest
Richard Bernstein
Renowned strategist Richard Bernstein discusses successful investment themes over the last two decades and focuses on deglobalization and reindustrialization. He compares active vs. passive investing, highlights market leadership, AI narratives, and de-globalization as investment themes, and emphasizes conservative investing and diversification to build wealth.
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1
Intro
00:00 • 3min
2
Analyzing Successful Investment Themes of the Past 20 Years
02:55 • 4min
3
Exploring the Dynamics of Active and Passive Investing
06:39 • 3min
4
Market Leadership, AI Narrative, and De-Globalization as Investment Themes
09:24 • 14min
5
Building Wealth through Conservative Investing and Diversification
23:51 • 2min