“Uncertainty is Winning”

Richard Bernstein, CEO and Chief Investment Officer at Richard Bernstein Advisors, dives into the chaotic intersection of macroeconomics and investment strategies. He discusses the volatility created by trade wars and deglobalization while urging investors to adopt long-term perspectives. The conversation also explores American manufacturing's resurgence and the speculative nature of the cryptocurrency market, likening it to historical bubbles. Bernstein emphasizes the need for diversified investment approaches amidst an uncertain global landscape.